The Agency exists to help people experience an extraordinary lifestyle. As a Global Partner, The Agency exists to provide you with an extraordinary business experience.
Our offering includes every element of your business, reimagined for your success.
From pre-onboarding training to continued resources for recruitment and growth, being our Global Partner makes us partners for the long haul. Enclosed you will find the service offering details your experience at The Agency includes.*
*Note: Not all tools are available in our International Markets
YOUR PRE-LAUNCH JOURNEY
An overview of our carefully curated 9-week onboarding process.
AN EXCEPTIONAL LAUNCH EXPERIENCE
A whirlwind of activity to celebrate our partnership with you.
WHAT TO EXPECT POSTLAUNCH AND ONGOING
Now the work begins. And we’ve got your back.
MORE TO KNOW
There’s always a little something extra at The Agency. Learn about our additional services and proprietary suite of tools.
GLOSSARY OF CORPORATE TEAMS
An outline of the departments that have an impact on our Global Partners.
A LOOK INTO YOUR PRE-LAUNCH JOURNEY
Change can be overwhelming, so we’ve developed a pre-launch onboarding process that takes away the guesswork. This end-to-end roadmap is our way of making your transition to The Agency pleasant and smooth.
Meet Your VP of Operations
At The Agency, we obsess about service. In an effort to provide a truly red carpet experience, every Global Partner is immediately matched with their VP of Operations, a trusted advisor, partner, and confidant for all things The Agency. As your single point of contact from pre-launch onward, this is a consistent person to lean on to help you get things done. And it all begins in the onboarding process.
Our goal is to exceed your expectations with all of the information you need for a successful, supported office launch.
OUR CURATED, 9-WEEK ONBOARDING PROGRAM
Managing Partners / Managing Directors
Over the course of your onboarding, we engage in an organized process to deliver each piece of the process in these bite-size modules. Your VP of Operations will bring in different departments to ensure holistic attention from your network of support. The journey includes:
z A weekly call with updates from our staff to ensure all deliverables are on track and challenges are addressed to meet the anticipated launch date.
z Deep dive training sessions on our world-class technology and systems.
z Introduction and consultative discovery meetings with our PR and Marketing teams.
z Our team will provide and walk you through the extensive Operations Manual and The Agency Brand Standards Manual.
Training For Agents And Staff
We understand that you may be joining The Agency with staff and agents in place, and we are so excited to have them! Our training and support team provides education, experience, practice and support throughout the Global Partner onboarding experience.
PRE-LAUNCH TRAINING FOR STAFF
z The Training Team meets with the Global Partners to curate, customize, and schedule over 15+ hours of training.
z We organize our subject matter experts and educators to provide hands-on personalized sessions to orient and educate the group on our tools, tips and tricks, support materials and resources. These sessions, resources, and additional support ensure your staff is educated and ready before launch so they may jump right in feeling capable and confident.
z Our Support Team works tirelessly in the background setting you up for success in our systems so that launch day is smooth and successful.
z Additional recorded video tutorials are available to onboarded staff via The Agency University for on-demand learning and education any time, anywhere.
PRE-LAUNCH TRAINING FOR AGENTS
If our new Global Partner has agents starting on their launch day, we provide a smooth transition:
z Our Support Team works hard to set up your agent into our systems while we schedule and deliver agent onboarding training to prepare your agents for a successful "go live" day, ready and rearing.
z Recorded and additional learning outside of "just" onboarding via The Agency University for on-demand learning and education any time anywhere.
Your Training Partner
MEET YOUR AGENT EXPERIENCE LIAISON, YOUR PRE-LAUNCH TRAINING PARTNER
Our Global Partner Agent Experience Manager (AEM) Liaison is with you every step of the pre-launch journey, keeping your training schedule sessions on task. Their presence serves as a support for you, as you and your team get acclimated with our proprietary systems.
Lots of questions tend to come up during training, and our AEM Liaison is swift to respond, often utilizing a network of Corporate AEM team members to help find answers to any question. AEMs are also well-versed in our web of support, and can loop-in different departments for additional clarity.
With access to resources such as training materials and operational manuals, their speciality focuses on staff and agent retention and engagement. The goal is to unlock all of the programs and systems The Agency has to offer, helping Global Partners run their businesses as effectively and efficiently as possible.
LAUNCH
We take the steps needed to ensure that as we get close to launch, we ramp up our activity.
Ready to stand out? Be different, and do it on purpose.
Do you hear that? It’s your VP of Operations rooting for you!
As we approach the launch your VP of Operations is checking all of the boxes, working with the internal staff to ensure a superb office opening.
LAUNCH Marketing Services
Franchise Marketing Managers execute the launch of each new office by working directly with Managing Partners and our in-house creative team to ensure that office launch assets are customized to create brand awareness, embody the distinct character of the region, and speak directly to its unique audiences. Our in-house marketing team will prepare and deliver your marketing materials, including your social media assets.
THESE PIECES MAY INCLUDE CUSTOM DESIGNS OR TEMPLATES FOR:
z Exterior Signage
z Interior Signage
z Open House/For Sale Signs
z Trifold Brochure
z Postcard Campaign (Series of 4)
z Regional Buyer’s Guide
z Eblast to MP’s Contact Lists
z Social Media Assets
z Internal Company Announcement Eblast
Digital Operations
To ensure all agents and staff have access to the tools they need and have been integrated on our digital platforms, our digital team takes the following measures:
z CREDENTIALS ONBOARDING
| Agent and Staff Emails created @TheAgencyRE.com
| Access to all of The Agency tools at launch date so you’re ready to hit the ground running instead of waiting for access post-launch.
z INTEGRATING YOUR OFFICE ROSTER INTO CONNECT
| After providing us with your staff’s information, during the onboarding process we’ll take care of creating their personnel records in Connect, adding their license & MLS info, and assigning them to their new office.
| White-Glove Service helps keep the onboarding process smooth while office staff is still being trained in Connect.
z UPLOADING YOUR AGENTS ONTO THE AGENCY’S WEBSITE
| We will use the information provided to create user profiles on the website with your agents’ headshots, bios, and license info, making them viewable to the public on the day of launch.
Have a question about our tech platforms?
Our entire support team is conveniently reached through one email address, Help@TheAgencyRE.com, to streamline the process. Inquiries are then routed to the appropriate specialist. No more hunting for the one person who knows how to help!
Public Relations at Launch
The Agency’s in-house, award-winning Public Relations and Communication team provides exclusive opportunities during and after your office launches.
z Press release over the wire, and shared for editorial consideration in trade/local media.
z Consider media opportunities for standout/notable listings and major trends in the market.
z PR team will liaise with any local PR firm hired to provide approved corporate documents, images, executive quotes, etc.
z If the PR team is spearheading the local press efforts, the Franchise partner is to send a list of top 3-5 preferred local media targets.
z The PR Team curates the *potential* media exclusive / media target list specific to what will have the maximum impact in the market. We do not only offer the exclusive to Inman, as other publications might have a greater impact per market, such as The Real Deal, Real Estate News, or top local publications. As this is earned, unpaid media (an editorial opportunity vs. paid ads), there is never a guarantee that the trade or local publications will cover the news.
z Following any media exclusive publishing, the team will send the press release and materials with additional trade and local publications for editorial consideration.
z Ongoing support is offered, see Public Relations - Ongoing Support section.
Let’s Get Down to Business: Building a Strategic Framework with a Thoughtful Plan
A well-defined financial accountability structure and operations strategy serve as the foundation for establishing effective processes for fiscal management.
PRE-LAUNCH BUSINESS PLANNING, BUILDING THE FRAMEWORK
z Creating a vision and mission
z Identifying SCOT (Strengths, Challenges, Opportunities and Threats)
z Establishing goals and action plans
MID-YEAR OPERATIONAL REVIEW
ANNUAL FINANCIAL PLANNING
z P&L evaluation
z Profitability Analysis
z Forecasting tools for sustainability, down market and growth
z Revenue, Expense, and Profit Projections
z Using previous reviews as a benchmark to measure accomplishments and to set the tone for the second half of the year
QUARTERLY ACCOUNTABILITY SESSIONS
z Review financials and processes and measure against actuals to ensure goals set are being met
z Aid Global Partners in a profitability path for overall operational healthy
Your AEM Liaison Rounds Out the Launch
The AEM’s goal is to ensure MPs have the right support in place to better serve the needs of their agents for long-term efficiency and success. Staff can Google Meet during business hours, or attend weekly office hours, to get the answers they need. Benefits include quick communication and timely solutions to issues that arise.
ONGOING SERVICES
Happily Ever After: Your Global Partner Success Story
Staying Connected Through the Operations Team
As you adjust to your new home at The Agency, your operations contact will continue to support you for as long as needed, beginning with weekly check-in calls to review any roadblocks. Every measure is taken to ensure all systems and tools are working properly.
Monthly Managing Partner
One-on-One Meetings
At The Agency, your relationship with the corporate team matters, and your operations partner serves as a dependable liaison. After the initial adjustment period, you will move to monthly calls and focus on a number of important touch points, including:
z Coaching through best practices for growth
z Space to discuss outstanding needs
z Recruiting, retention, and resources to achieve revenue goals
A Deeper Look at Our Approach to Strategic Growth
Your success rests on your ability to attract top talent, and that requires effective recruiting tactics showcasing our Unique Value Proposition (UVP). We have lots of resources for that!
z Monthly one-on-one business planning sessions to aid you in your yearover-year growth
z Coaching to identify ideal agent recruits, how many there are in the market, where they are, and what they need
z Helping you understand The Agency’s UVP to confidently articulate it to recruits
z Putting in place a thoughtful recruitment process to include initial contact, follow-up, tracking, and closing strategies
z Onboarding “welcome” strategies to encourage engagement with tools, systems, processes, and brand
z Counsel on the identification, exploration and execution of expansion opportunities through Mergers & Acquisitions
ADMINISTRATION
Getting Your Local AEM Acclimated
Your AEM Liaison will actively teach your local AEM how to conduct Agent Onboardings correctly per the corporate standards. This service is provided until the AEM feels confident in Connect and Training. The AEM is able to lean on the liaison for questions.
Local AEM activity may include assisting with any new listing input, new personnel input into Connect, closing out a transaction in Connect and handling compliance questions.
The Agent Experience Manager Support Group is a fantastic resource for AEMs new and old!
z Become a member of a community of peer AEMS, including the Google group, GP AEM email, and calendar invites specifically geared for them.
z Monthly GP AEM meetings to provide AEM staff with new company developments, programs, announcements, and tools. This creates a collaborative community for all Global Partner AEMs. In these meetings, the staff can utilize open communication by bringing questions and concerns, as well as any suggestions or solutions.
z This is a benefit to the Global Partner offices, as their staff will be up-to-date on all things The Agency and have a safe space to air concerns and learn from one another.
MARKETING
Let’s Market! Your Local MAM is Part of a Network of Marketing Strategists
By now, our Franchise Marketing Managers have trained your local MAM (Marketing Account Manager) to effectively execute on collateral needs, listing support, and agent requests, all while adhering to our signature brand guidelines. The education and interaction continue well past the training process. The Agency actively creates a community of global marketing professionals through monthly meetings and daily, online group communication.
Luxury Isn’t A Pricepoint… But Rules Were Meant to Be Broken
Luxury Listing Services: For luxury listings above $5 Million, the local MAM works with the Franchise Marketing Manager to unlock our premier luxury packages.
ONGOING SERVICES
Public Relations - Ongoing Support
The public relations team stays on the pulse for opportunities to showcase our Global Partners. Watch out for their outreach via The Agency Global Google Space. They predominantly focus on:
z Opportunities for MPs and Agents to weigh in as thought leaders and market experts
z Agents and listings to be included in The Agency Daily Blog articles, which are featured in the weekly global newsletter
z Inclusion in outreach that benefits the entire global brand: For example: The Red Paper Annual Report, marketing and data reports, industry awards and accolades
When it comes to new business, the team is available to assist with defining the value proposition of having an in-house PR team when pitching to win new business, such as notable listings, new developments or high-end properties that will raise the bar for your market. The PR team members can be present, virtually or in person, depending on availability and for an additional cost.
Please reach out to your local MAM for the guidelines and process for submitting notable listings and ideas to the PR Team.
ONGOING SERVICES
Go Ahead, Say Hello: Global Partner Managing Partners and Managing
Directors
A huge appeal for joining The Agency is to work amongst the talented professionals already operating under our brokerage. We encourage you to embrace these newfound relationships through regular meetings and meet-ups.
MONTHLY MANAGING PARTNER/MANAGING DIRECTOR MEETINGS (CORPORATE AND
FRANCHISE)
z Share ideas, receive updates, and learn best practices with all managers in the network
| “Discovery” provides a beneficial Q&A surrounding various, timely topics
| Detailed market updates
| Learn from successful icons in the real estate industry
GLOBAL PARTNER ADVISORY COUNCIL
z Your feedback matters! Each year a group of your peers are identified to participate in an Advisory Council on behalf of the Global Partner community. The Advisory Council meets regularly with Executive Leadership to discuss needs, wants, and solutions and learn about upcoming company wide initiatives.
MONTHLY GLOBAL MEETINGS
z Companywide monthly meeting delivering information at a level to benefit all GPs, MDs, agents and staff, both corporate and franchise
z Content can include:
| Market Updates
| Training and Systems Tutorials
| Company announcements (New Hires, Technology, Marketing)
| “Spill the Tea” Industry Trend Updates
QUARTERLY LEARNING LABS
z Topical sessions of broad subject matter to cover a collaborative and more in-depth learning experience. Topics vary based on need, market and requests, but have historically included:
| Business Strategy/Planning
| Competitive Strategy and Intel
| Culture-Building and Retention
| Core Services
MONTHLY POWER HOUR MEETINGS
Safe Space discussions/networking/connections/collaboration
z Monthly mastermind/brainstorming sessions, topical, focused on operational excellence, driven by a selected Global Partner, encouraging collaboration to create a topic and agenda
| Topics vary: Commission structures, recruitment tactics, team structure, 2nd-home market strategies, navigating market changes, etc.
GOOGLE SPACES: THE AGENCY’S INTERNAL SOCIAL NETWORK
z Google Spaces is heavily used for corporate announcements in The Agency Global channel and for peer-to-peer communication and collaboration among agents
z Public and private groups are also used for offices, regions, and teams
The Agency University
Via our training team, we offer rolling and recurring live learning sessions on topics covered during the pre-launch training and shared onboarding/orientation training. We are constantly adding new content and offering special series and speakers to The Agency University, our internal learning management system. This platform allows our agents and staff to learn all of The Agency’s offerings and resources at your own time and pace. Video tutorials cover a variety of topics, such as:
z PROFESSIONAL DEVELOPMENT
z SOFT SKILLS TRAINING
z LIVE TRAININGS
z RECORDED TRAININGS
z ON-DEMAND COURSES
z FORUM VIDEOS
z TRAINING MODULES AND LEARNING PATHS
ONGOING SERVICES
Core Services
The Agency has curated a family of real estate Core Service providers to offer everything your clients need during the home buying and selling journey. Enjoy expert guidance and exceptional service before, during and long after the transaction. Explore our Core Service partners specializing in relocation, escrow, inspection, mortgages, insurance, warranty and more. The exclusive products, programs and pricing extended by our affiliates to our Global Partners, additional benefits include:
z Best-in-class services fully vetted at the national level by The Agency’s experienced, in-house Core Services team.
z Training and education provided by Core Services partners to help agents provide better service to their clients as well as meet fiduciary obligations required of a professional Realtor.
z Helps differentiate our agents from the competition by offering a more full-service, complete one-stop-shop solution for all of our clients’ needs.
z Services include*:
| Relocation
| Escrow
| Home Inspection
| Home Mortgages
| Title Insurance
| Home Insurance
| Home Warranty
| Natural Hazard Disclosure
| Moving
| Connect Utilities
| Private Wealth Management
These services are provided by our partners’ local representatives, and can be contacted through the Core Services Team at The Agency.
*Markets served vary.
Relocation and Referrals
A DEDICATED, IN-HOUSE REFERRAL AND RELOCATION DIVISION
z This division nurtures corporate relationships to capture clients for our agents. Additionally, the department will secure relationships with out-of-area brokers to handle referrals to and from our agents.
z They provide peace of mind and turn-key service for your clients’ out-of-area real estate needs. Whether buying or selling, we will refer your clients to vetted agents in their search area. The department provides updates throughout the process and guarantees your referral commission.
z Our in-house Relocation Department is a white-glove service group to help you find the best agents from anywhere, referred or connected to your clients, plus a referral fee.
z Makes it easy to service clients moving to any market
The Relocation Department provides the comfort of knowing that your clients are taken care of without any extra effort on your end to find and manage qualified referral partners.
Utility Concierge*
The Agency Utility Concierge is a comprehensive no-cost service that handles all utility set-ups for new homeowners. They assist with identifying and connecting your client’s essential utilities, including electricity, gas, and water. As well as finding available services in their area and presenting Internet, TV, Telephone, Solar, and Home Security options. Plus, we adhere to a strict “No Data Sharing” policy, ensuring clients’ privacy is protected and they never receive unwanted third-party calls.
z Eliminates custom service wait times
z Tracks various service representatives and contacts
z Schedules appointments around tentative closing dates
*Only available in U.S. locations
MORE TO KNOW Care Deeply
The high “give-a-shit factor”
Quite a few things set The Agency apart, but our unique commitment to caring more might be our favorite. From stellar experiential marketing to exquisitely presented content, we think the little extras have a huge impact.
MORE TO KNOW Events
THE AGENCY FORUM
Where the world’s most successful real estate agents, executives, influencers, and tastemakers gather for special events, networking, and moments of celebration. It’s our annual chance to come together as a community and showcase not just who we are as a company, but the lifestyle we foster everywhere we go.
THE AGENCY LEADERSHIP SUMMIT
This multi-day summit invites managers from across The Agency’s global community to gather, learn, strategize and envision our company’s future together. After all, collaboration is what we do best. Events will touch on business and office planning, recruiting, agent services, PR, marketing, relocation, Core Services and much more.
THE AGENCY CLEAN-UP DAY
This annual event is one of our favorites to celebrate around the world as it demonstrates how big of an impact we can all make when we come together. Last year, our amazing team of 289 worldwide volunteers participated in 599 combined hours of clean-up across 22 locations, gathering a total of 1,422 pounds of trash collectively.
MORE TO KNOW
Celebrate the Moment
OFFICE GRAND OPENINGS
Office Grand Opening celebrations are a great way to make a splash in your market. Invite clients, colleagues and local press as well as other Managing Partners to share in the excitement. Our team has the perfect recipe for a successful event, and we share it with you to make a splash.
MORE TO KNOW
The Agency Weekly Newsletter
The Agency’s weekly newsletter, “The Agency Edit,” features 4-6 blogs, a video, and regional listing updates.
GLOBAL REACH OF 700K+ HNW INDIVIDUALS
Note: Anytime you add a new client or prospect to your CRM they are automatically added to the distribution list.
MORE TO KNOW
The Agency Magazine
As passionate storytellers with a distinct perspective on the affluent luxury consumer, The Agency publishes its exquisite lifestyle magazine twice annually. This allows us to transcend real estate by engaging with our global audience in compelling ways.
Each issue of the magazine features highly curated editorial content and showcases The Agency’s listings from around the world, with opportunities for our Global Partners to advertise.
Distribution
100+ OFFICES
Printed and displayed in in the world’s most affluent markets across the U.S., Canada, Mexico, Central America, Europe and the Caribbean
PROMINENTLY POSITIONED
on The Agency's website homepage, on our blog, in our weekly newsletter, and on our social media
Mailed directly or hand-delivered to our clients and list of
MORE TO KNOW Philanthropy
Among the founding principles of The Agency is our commitment to serving the communities we call home. The Agency has partnered with Giveback Homes, dedicated to creating social change by building homes for families around the world. We have made the participation process simple, so you can be part of this amazing philanthropic journey, something we know brings meaning to you and your clients.
LEARN MORE: TheAgencyGives.com
GET INVOLVED: Makenzie.Green@TheAgencyRE.com
Shop The Agency
We make it easy for you and your office to live life in red. Our online store is our Global Partners’ one stop shop for Agency branded apparel and items. We also have special Global Partner bulk order pricing available.
ShopTheAgency.com
MORE TO KNOW
OUR NUTS AND BOLTS: THESE ARE THE TOOLS THAT MAKE IT ALL WORK
We Google It
Google chat and Google Drive folders are available 24/7 to Managing Partners for collaboration, sharing best practices and ideas. Google Drive includes folders outlined below where information can be retrieved and also shared amongst the network.
z Interior Office Design with furniture packages and PIC project management info.
z Marketing Resources, including social media set up/brand standards/headshot guide/brand refresh and marketing handbook for easy reference.
z The Operations folder includes Agent onboarding materials, Agent Recruiting with presentation(s), Business planning tools, Office Operations, which contains Staffing Job Descriptions, online event request form so Global Partners can streamline and add event information that allows for submission to corp for planning; an online Site Location Application for new office location approvals and SHARING IS CARING folder where Managing Partners can share their best practices etc.
z The Tools Resources folder has quick reference guides.
Each of these folders has the most current decks and reference materials so that Global Partners and their staff have a resource center at their disposal to help them with the planning and execution of their office needs. This library of resources is useful during onboarding and for post-launch needs.
MORE TO KNOW
The Agency Website: Connecting People Through Technology
The Agency uses our proprietary technology platform to inspire human connection, ease the transaction process and support our clients every step of the way. We use the data we capture to connect buyers and sellers, generating business on their behalf. It can be that simple.
Our website have been developed by our in-house team. It is constantly being updated with new features like customizable agent pages to include all your past transactions, videos, testimonials and more. Enhanced to best showcase your business and properties.
z PROPERTY SEARCH
| Powered by IDX search functionality, which combines feeds from all of our MLS partners and a custom feed of our listings from Connect (Availability varies by market)
z SAVED SEARCH
| Allows agents and clients to save searches to provide automatic updates on listings that fit their search criteria
z PORTFOLIOS
| Collaborate with clients (future and current) to save and create groupings of properties
| Within portfolios, agents and clients can add or remove properties, add notes, likes/dislikes, and see interactivity
| Makes it easy to work out with clients what homes they are looking for and keeps them all in one place
z PROFILES
| Profiles for every agent on the website, displayed publicly to be easily searchable along with bios, headshots, and license information
| Get discovered! We allow you to specify serviced regions so agents come up when potential clients are looking for agents in that market
z TEAM PAGES
| Additional pages for teams that operate at The Agency’s brokerages
MORE TO KNOW
The AgencyConnect
Connect is our “hub” to conveniently access everything you need in one place:
z CHATTER: INTERNAL COMMUNICATION SYSTEM
z THIRD-PARTY TOOLS
z CUSTOMER RELATIONSHIP MANAGER/CONTACTS
| Creating, Editing, and Converting Leads
z VENDOR CONTACT MANAGEMENT
z LISTINGS/TRANSACTION MANAGEMENT
| Create and edit listings containing property information, features, and descriptions
| Ensures all required documents are in one place before submitting the listing for approval
z AGENT CUSTOMER RELATIONSHIP MANAGER
| Contacts
y Track, note, create groups and communicate with your contacts for seamless integration into all things in the system (marketing, transactions, listings, etc).
MORE TO KNOW
Properstar & ListGlobally (Coming Summer 2024)
Our all-in-one solution to grow your audience and performance. Stand out from the competition and take your listing global. Properstar is the largest property platform in the world. ListGlobally, a service from Properstar, is the world leader in international portal syndication.
GET MORE VISIBILITY FROM SEAMLESS PUBLICATION ON LEADING PROPERTY PORTALS IN KEY MARKETS.
z 150 Million Reach on Properstar Portals | 35 Countries
z Listings over $1M receive additional syndication through ListGlobally International Network, which includes additional portals, such as Wall Street Journal, Juwai and Mansion Global
z Translates into 25+ Languages
z Dashboard to View Listings on International Portals for Agents
z Agents Can Share Data Reports with their Clients
MORE TO KNOW
Creative Center
The Agency’s fully-accessible, online marketing platform is home to our comprehensive, refreshed Marketing Toolkit of agent and property assets. Available 24/7, the platform allows agents to access and create everything they need to market themselves and their properties across print and digital channels. We also allow for direct printing through our partner at BrandCo. Listing details automatically sync from our CRM.
MARKETING TOOLKIT TEMPLATES INCLUDE:
z Listing Presentation
z Buyer’s Guides
z Property Brochures
z Social Media Assets
z Postcards
z Flyers
z Door Knockers
z Market Reports
z Print Ads
z Office Stationery (available for MAMs only)
z Listing Signage (available for MAMs only)
MORE TO KNOW
Marketing
Portal
z When it comes to marketing, Marketing.TheAgencyRE.com is your one-stop shop. Using the portal, you can request from your local MAM a new asset, such as an ad, brochure or mailer about yourself or your listing.
z You can also explore inspiration and options, linked directly to the templates available in The Agency Creative Center.
z You can see your listings, connect with your local MAM, view the status of marketing requests and receive updates.
z In the Marketing Portal you will find:
| A Marketing Resource Library with The Agency’s published materials, from brochures to magazines and industry reports, as well as how-to’s and insights from the team. Its extensive social media library for agents and offices is constantly refreshed and made available to all.
| A Newsfeed with updates regarding new assets and information on upcoming events, highlights and partnerships, agents and offices is constantly refreshed and made available to all.
| Access to the marketing team! The portal is the easiest way to browse services and request marketing advisory.
MORE TO KNOW
ActivePipe
z ActivePipe is an email marketing tool that enables agents to create property e-blasts to their contacts and keep them informed with all of an agent’s listings and marketing activities.
z Create and send email campaigns for listings, general newsletters, or shared corporate emails to your contact groups.
z Campaigns can be both for emails and newsletters.
z Access to metrics that show your email’s engagement and which ones are performing especially well.
Boost by HomeSpotter*
z Discounted social media advertisement campaigns with templates and Connect integration for easy ad creation
z Integration with Connect’s listing data allows agents to create digital ad campaigns across social media and Google display network using our predesigned templates
z Agents pay for the ads at a discounted rate we negotiated directly with HomeSpotter
*Only available in U.S. locations
MORE TO KNOW
Cyber Security
z EMAIL SECURITY
| Silently running program keeping your inbox and information safe.
| Constantly updating searches and filters to identify and eliminate threats.
z CYBER SECURITY AWARENESS
| This program sends random emails every month to users to check their vigilance for possible threats.
| Provides real learning opportunities to avoid phishing and sends training/ learning feedback if the test email may have been opened.
SkySlope (Coming Summer 2024)
SkySlope is the industry standard for digital transaction management and provides everything you need to take your transactions digital.
FEATURES INCLUDE:
z Broker File Review: Review files twice as fast with our streamlined review process and customized checklists.
z 100% Compliance: Every action and communication is tracked and stored in a digital log.
z Usability: Created for industry professionals by a former top producing agent.
z Time-Saving Systems: No more sifting through huge paper files or clicking between multiple applications. Put your entire workflow under one roof so you can manage your transactions more efficiently.
MORE TO KNOW Wealth Engine*
A Wealth profile tool, this special portal allows agents to qualify prospects and create curated lists of potential buyers for specific listings.
z Search U.S. clients, prospects, businesses, etc or download for a discount curated potential clients
z WealthEngine has profiles on nearly everyone in the U.S. and gives insights on:
| Net Worth
| Assets (Including real estate holdings)
| Location
| Hobbies
| Interests
| Education
* This is an opt-in program at enterprise pricing. Only available in U.S. locations
MoxiPresents*
Comparative Market Analysis (CMA)/Listing Presentation tool that enables agents to integrate market data within their listing presentation and share it with their clients via email or in person.
z Presentation tool for easy creation of branded CMAs, listing presentations, buyer tours, and more
z Access to standard templates and templates that have been customized
z Pending market availability.
*Only available in U.S. locations
MORE TO KNOW Social Media
In everything we do, our focus is to add value, drive business forward and continually adapt to remain ahead of the curve. We believe in the power of social media and offer our Global Partners the resources they need to find success.
z We offer an opportunity to work with Luxury Listings, our preferred social media partner
z Watch for training and webinars on The Agency University
z Social Media Handbook
| Google Business Account
| Setting up a Facebook Business Page
| Setting up an Instagram account
| Leverage social media for your business
| Identifying your niche and creating hooks
| Instagram engagement
| TikTok for business
| Benefits of going live on social media
| Safeguard your social media
The Agency is one of the world’s most-followed residential brokerages in the world with 484K+ Instagram followers. In 2023, our IG channel made more than 1M impressions and our top-performing property tour video racked up 678K views. Overall, our social channels garnered 64.4M total impressions.
CORPORATE STAFF
Glossary of Corporate Teams
At The Agency our employees are at the top of their game and at the forefront of our success. Red carpet service doesn’t happen overnight. Our team works diligently to create an unforgettable experience.
Executive Support Team
The Executive Support Team is responsible for managing schedules, making travel arrangements, preparing documents, powerpoints, and taking notes in meetings. They support the executives in driving projects to completion and ensuring no stone is left unturned in terms of Executive administrative matters.
CONTACT INFO:
X The office of Rainy Austin: Kendall.Cheap@TheAgencyRE.com
X The office of Mauricio Umansky: EA@TheAgencyRE.com
X The office of Billy Rose: EA.BR@TheAgencyRE.com
Global Partner Operations and Sales Team
The Global Partnership Sales Team is responsible for growing The Agency brand throughout the world through franchising new markets by determining key markets to enter, identifying ideal candidates to engage with, and assisting existing franchises grow in their existing/feeder territories.
The Global Partner Operations team oversees and facilitates efficient and seamless onboarding of all new global partners. Furthermore, the team manages the relationship, development, service, and support of all Global Partners to provide an all-inclusive experience to maximize loyalty, productivity, and profit potential.
CONTACT INFO:
X Sales: FranchiseTeam@TheAgencyRE.com
X Operations: FranchiseOps@TheAgencyRE.com
Agent Experience Team
The Agent Experience team performs various functions to drive company success and the growth of agents' business by being the pillar of support for anything “The Agency”. This department's primary responsibilities include onboarding new agents, constant agent support, office management, CRM and commission assistance, and demonstrating a commitment to integrity, collaboration, and innovation.
CONTACT INFO:
X GPAEMLiaison@TheAgencyRE.com
Corporate Marketing Team
The Agency's in-house Corporate Marketing division focuses on the evolution of The Agency's brand, providing our Global Partners with corporate branded materials that visually connect their local business back to our global footprint.
CONTACT INFO:
X Creative@TheAgencyRE.com
Marketing Account Manager (MAM)
Within the Corporate Marketing department, The Agency’s Agent Marketing team strives to create attractive and memorable marketing journeys that drive awareness and positively impact our agents' business. The Agent Marketing team’s goal is to provide a uniquely tailored experience, based on cultivating meaningful relationships with the agents we service.
CONTACT INFO:
X Marketing@TheAgencyRE.com
Public Relations
The Agency's in-house bi-coastal PR Team secures approximately 2,000 editorial articles on behalf of our brokerage, leadership, agents, and listings each year in national and regional publications such as WSJ, NYT, Bloomberg, Forbes, Robb Report, Dwell and more.
CONTACT INFO:
X PR@TheAgencyRE.com
Core Services / Ancillary Team
The Core Services department manages all of the national, regional, and local affiliated business relationships such as mortgage, title, home warranty, etc. for both company-owned and franchise offices. Furthermore, they also work with other departments to secure sponsorships for company events.
CONTACT INFO:
X CoreServices@TheAgencyRE.com
The Relocation Department
The Relocation Department facilitates incoming, intracompany, and out-of-area referrals for every office. Additionally, through relationships with other brokerages and Fortune 500 companies, we capture prospective clients globally. We cultivate new revenue sources, assist with referrals around the world and help our agents generate more income.
CONTACT INFO:
X Relocation@TheAgencyRE.com
Training and Support Team
The Agent Training and Support team is the home of The Agency University and aids in our Agent’s learning/mastery of technology, tools, and professional improvement.
CONTACT INFO:
X Learn@TheAgencyRE.com
Utility Concierge
The Utility Concierge team provides an all-in-one, no-cost, white-glove utility setup for your clients' service needs. They assist with identifying and connecting essential utilities, including electricity, gas, and water. They also find available services in your area and present you with Internet, TV, Telephone, Solar, and Home Security options.
CONTACT INFO:
X UtilityConcierge@TheAgencyRE.com
Support Team
The Help team is the hub for all of your technical support inquiries and works with the web development, website, Connect and IT teams to assist you with all of The Agency’s tools and offerings.
