Today_One_Agent Handbook

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AGENT HANDBOOK


Welcome

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Jeanne Garde

Broker Owner CRB, CRS Jeanne.Garde@sothebysrealty.com c 650.740.1268 o 650.597.1844 f 650.597.1244

Jim Meader

TITLE Owner OOO,OOO jim.meader@sothebysrealty.com c 650.000.0000 o 650.000.0000 f 650.000.0000


Contents

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Build your B

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veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupid-

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atat non proident, sunt in culpa qui officia deserunt mollit anim

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Business

• Understand the Brand and our competitive advantages • Watch the Brand Video

• Read through the Materials • Download the iPad App • Attend office meetings • Attend Sotheby’s International Realty events to build a referral newtwork • Always prepare a CMA • Use your first.last@sothebysrealty.com email address • Add your contacts to Inkswitch/Resora to keep in touch with your clients • Like our Facebook page and repost our posts • Take the time to create excellent listing text for SEO and more leads • Use our recommended photographer • Have a personalized e-magazine to send to your clients • Build a great bio for your CMAs and e-magazine • Make more money by starting at 6% 5


Listings

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Country Life Frontdoor.com Frontdoor’s Openhouse.com Great Homes Network Homes.com Home Finder International Herald Tribune JamesList New York Times PropGoLuxury.com REAL-Buzz Smarter Agent The Telegraph Trulia.com Wall Street Journal Yahoo.com Zillow

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CMA

Services

We can assist you in completing your CMA.You should have already created a custom bio with our Marketing Team which will be in cluded in the CMA.

Allow 2-day turnaround–submit to Jxhxjxl Souxles_somebody@todaysir.com To get started we just need the following information: •Property address •5-15 comps–MLS numbers

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•Listing Price Range

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Presentation Covers Your printed listing presentation can be even more distinctive by utilizing a professional cover to neatly bind the pages into–quickly and easily in your office. Choose from the blue linen hard bound or ivory soft bound cover–both include a positioning line for the brand. A company imprint is also available for custom orders.

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LISTING

Process Required Listing Documents

Order Photography

Listing Launch Paperwork–complete and turn

Order Photography–Choices

in to Joe, Erin or Michael within 72 hours of

Photography Order Form

taking the listing

todaysir.com–order directly or

Full Seller’s Packet

email XXXX

Listing launch Form–1 page

Photo Order Form–we order for you

CAR Listing Documents

Marketing Paperwork

Seller Authorization for CLUE–Property ID, JCP

To have your listing posted on the sothebysre-

BAREIS Authorizationo to Exclude

alty, todaysir, specialty and List Hub web sites

Sign Order

the CREST form must be completed by the

Additional Forms as Applicable

agent

ABA of Co-Listing with another Broker–ap-

CREST EDGE

proval required

For assistance with initial Inskwitch setup for

AAA if sharing a listing with another TodaySIR

Flyers, Brochures,Website and E-Blasts. Allow

agent

24-48 hours, first come first served. Agents

Referral Agreement CAR or Sotheby’s Interna-

have access to the platform. Photos and full

tional Realty

text to be provided in the form below>

Disclosures_not necessary to submit.

Optional Marketing Order Form

For your convenience. CAR Disclosure Packet Non-CAR Disclosure Packet

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LISTING

Policies

Lorem ipsum dolor sit amet, consectetaur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum Et harumd und lookum like Greek to me, dereud facilis est er expedit distinct. Nam liber te conscient to factor tum poen legum odioque civiuda. Et tam neque pecun modut est neque nonor et imper ned libidig met, consectetur adipiscing elit, sed ut labore et dolore magna aliquam makes one wonder who

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would ever read this stuff?


ESCROW TRANSACTION

Process 24 Hours Contract Paperwork

• Understand the Brand and our competitive advantages • Watch the Brand Video

• Read through the Materials • Download the iPad App • Attend office meetings • Attend Sotheby’s International Realty events to build a referral newtwork • Always prepare a CMA 3 days before Contingency Removal Fill out TodaySiR Square Foot Advisory with all numbers and have Buyer sign. Review file for missing documents before the contingencies are released! 3 days before Close of Escrow Turn in the complete file to the Office Manager

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Submit any final missing documents in one submission prior to close.

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ESCROW TRANSACTION

Policies • Company DRE is #00000000

• For Referrals–EIN# is 68-0000000

• Transaction Coordinators are optional unless you have not provided complete files.Then you will be required to use a TC • We ned the original documents (paper) unless the contract is Docu-signed. • You can submit HOA documents and your communication log on a CD with the closed file. • Your payment will only be released upon review and completion of the file. Allow a minimum of 2 business days. • Do not have any documents signed after Close of Escrow. • You are responsible for following al of our checklists and may take on personal liability for failing to follow escrow policies. • Escrow Checklists are as follows:

• Full Buyer Packet

• Today Escrow Checklist–see xxx for special types of transactions

• San Francisco Escrow Checklist

• Vacant Land Escrow Checklist

• Lease Checklist–see the lease section following this section

• Some Discolosures can be located Zipforms in the E-Pubs Library.

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ESCROW TRANSACTION

Resources

CITIES IN SAN MATEO COUNTY (City links will open in a new window) Town of Atherton Tel: (650) 752-0500 Fax: (650) 688-6528 atherton@ci.atherton.ca.us

Foster City Tel: (650) 286-3200 Fax: (650) 574-3483 info@fostercity.org

Belmont Tel: (650) 595-7408 Fax: (650) 637-2982

Half Moon Bay Tel: (650) 726-8270 Fax: (650) 726-9389

Brisbane Tel: (415) 508-2100 Fax: (415) 467-4989

Town of Hillsborough Tel: (650) 375-7400 Fax: (650) 374-7475

Township of Broadmoor Tel: (650) 755-3838 Fax: (650) 877-5425

Menlo Park Tel: (650) 858-3380 Fax: (650) 327-5497

Burlingame Tel: (650) 558-7200 Fax: (650) 342-8386

Millbrae Tel: (650) 259-2334 Fax: (650) 259-2415

Town of Colma Tel: (650) 997-8300 Fax: (650) 997-8308

Pacifica Tel: (650) 738-7300 Fax: (650) 359-6038

Daly City Tel: (650) 991-8000 Fax: (650) 991-9459

Town of Portola Valley Tel: (650) 851-1700 townhall@portolavalley.net

East Palo Alto Tel: (650) 853-3100 Fax: (650) 853-3115

Redwood City Tel: (650) 780-7000 Fax: (650) 780-7225 mail@redwoodcity.org

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San Bruno Tel: (650) 616-7058 Fax: (650) 742-6615 San Carlos Tel: (650) 802-4100 San Mateo Tel: (650) 522-7000 Fax: (650) 522-7001 South San Francisco Tel: (650) 877-8500 Fax: (650) 829-6609 Woodside Tel: (650) 851-6790 Fax: (650) 851-2195


ESCROW TRANSACTION

Resources

CITIES IN SANTA CLARA COUNTY (City links will open in a new window) Foster City Tel: (650) 286-3200 Fax: (650) 574-3483 info@fostercity.org

Belmont Tel: (650) 595-7408 Fax: (650) 637-2982

Half Moon Bay Tel: (650) 726-8270 Fax: (650) 726-9389

Brisbane Tel: (415) 508-2100 Fax: (415) 467-4989

Town of Hillsborough Tel: (650) 375-7400 Fax: (650) 374-7475

Township of Broadmoor Tel: (650) 755-3838 Fax: (650) 877-5425

Menlo Park Tel: (650) 858-3380 Fax: (650) 327-5497

Burlingame Tel: (650) 558-7200 Fax: (650) 342-8386

Millbrae Tel: (650) 259-2334 Fax: (650) 259-2415

Town of Colma Tel: (650) 997-8300 Fax: (650) 997-8308

Pacifica Tel: (650) 738-7300 Fax: (650) 359-6038

Daly City Tel: (650) 991-8000 Fax: (650) 991-9459

Town of Portola Valley Tel: (650) 851-1700 townhall@portolavalley.net

East Palo Alto Tel: (650) 853-3100 Fax: (650) 853-3115

Redwood City Tel: (650) 780-7000 Fax: (650) 780-7225 mail@redwoodcity.org

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San Bruno Tel: (650) 616-7058 Fax: (650) 742-6615 San Carlos Tel: (650) 802-4100 San Mateo Tel: (650) 522-7000 Fax: (650) 522-7001 South San Francisco Tel: (650) 877-8500 Fax: (650) 829-6609 Woodside Tel: (650) 851-6790 Fax: (650) 851-2195

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FIND PHONES & EMAIL

Town of Atherton Tel: (650) 752-0500 Fax: (650) 688-6528 atherton@ci.atherton.ca.us


ESCROW TRANSACTION

Resources CAR LEGAL HOTLINE

CAR offers the attorneys with the most experience with California Real Estate and CAR contracts.The legal hotline is a free service available to our agents. Email legalhotline@car.org; Or call 213-739-8282 Monday through Friday from 9am to 6pm and Saturday from 10am to 2pm.

SIGN ORDINANCES http://sanmateocounty realtors.com/community-resources/sign-ordinances

TRANSACTION COORDINATORS Name email Name email

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Name email

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ESCROW TRANSACTION

Resources ESCROW CHECK LIST

ESCROW CHECK LIST

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&

LISTINGS LEASE AGREEMENTS Lorem ipsum dolor sit amet, consectetaur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum Et harumd und lookum like Greek to me, dereud facilis est er expedit distinct. Nam liber te conscient to factor tum poen legum odioque civiuda. Et tam neque pecun modut est neque nonor et imper ned libidig met, consectetur adipiscing elit, sed ut labore et dolore magna aliquam makes one wonder who would ever read this stuff?

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&

LISTINGS LEASE AGREEMENTS Lorem ipsum dolor sit amet, consectetaur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum Et harumd und lookum like Greek to me, dereud facilis est er expedit distinct. Nam liber te conscient to factor tum poen legum odioque civiuda. Et tam neque pecun modut est neque nonor et imper ned libidig met, consectetur adipiscing elit, sed ut labore et dolore magna aliquam makes one wonder who

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would ever read this stuff?


Market

OUR SILICON VALLEY

Silicon Valley School Scores – Print School Rankings Website

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Statistis Function on BAREIS How to do custom stastistics with TrendVision How to do customs with Clarus Market Metrics – Pricing Analysis How to do custom statistics with Clarus Market Metrica – Market Dynamics

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Statistics COMPETITOR

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theBrand

SOTHEBY’S INTERNATIONAL REALTY

Sothebysrealty.com 10 times the visitors as Christies

Youtube.com 10 times the subscribers as Christies

Egallery Listings over 1.5 million to over 600 offices worldwide

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https://twitter.com/sothebysrealty

http://sirluxuryrealestate.com

get a TODAY Pinterest page

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http://www.facebook.com/sothebysrealty


Global Mark SOTHEBY’S INTERNATIONAL REALTY

Download the iPad App! Using your iPad:

1. Go to members.sothebysrealty.com

2. Select 2013 Marketing tab

3. Click the button

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To increase the potential for your home to be found by the most qualified real estate consumers, the Sotheby’s International Realty© brand has partnered with an distributes properties to the most significant media companies and real estate-foxused websites in the world. To measure results, the Sotheby’s Internal Realty brand provides a property view report including view and inquiry statastics for each partner site a property is distributed to. Sotheby’s International Realty properties are viewed an astounding 60,000,000 times across all of our partner sites annually.

http://members.sothebysrealty.com/eMarketingReportsCenter.aspx Need photos of e-Gallery Reports

E-Magazine about Listing Distribution

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keting E-Magazine about Global Media Partnerships

E-Magazine about sothebysrealty.com

E-Magazine about Social Media

E-Magazine about the mobile app for clients

E-Magazine about Sotheby’s Auction House

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Collaboration– SOTHEBY’S INTERNATIONAL REALTY

Interactive. Accessible. Engaging.

Our 2013 media strategy is designed to deliver 700 million impressions in an effort to drive incremental brand awareness and direct leads to our network members.

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–Press


E-Magazin SOTHEBY’S INTERNATIONAL REALTY RESIDEŽ magazine, honored with the coveted Hermes Platinum Award for outstanding design and editorial creative excellence, celebrates the creative fusion of home, art and living. Each

issue allows readers to tour some of the most extraordinary homes around the world and gain key insights into the vitalizing elements of art and real estate.

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Available to you and your homebuyers in both print and electronic versions.

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nes

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BrandVideo SOTHEBY’S INTERNATIONAL REALTY

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EXCLUSIVE TO TODAY SOTHEBY’S INTERNATIONAL RE

LifestyleVideo Today Sotheby’s International Realty puts at your disposition, the possibility of creating television to promote the Silicon Valley lifestyle, and pass on the excitement to potential homebuyers. Do you love fashion, are you an art collector, does your daughter aspire to an Olympic equestrian

career? Reserve the television studio for a few hours and tell us about yourself. Let’s create even

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more excitement around the neighborhoods of our Silicon Valley.

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os

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EXCLUSIVE TO TODAY SOTHEBY’S INTERNATIONAL RE

Lifestyle

Lorem ipsum dolor sit amet, consectetaur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum Et harumd und lookum like Greek to me, dereud facilis est er expedit distinct. consectetur read this stuff? laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum Et harumd und lookum like Greek to me, dereud facilis est er expedit distinct.

Art on the Peninsula 1115 Howard Ave, Burlingame, CA 94010

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info@GallerieCiti.com www.GallerieCiti.com 650-577-3799

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EALTY


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