What makes us different is what makes the difference.
Welcome to Windermere
Windermere franchise owners love what they do, and it comes across in all that they do. The only thing they value more than their independence is being a part of a family of franchise owners who understand that success is contagious when you collaborate with each other. They also benefit from Windermere’s innovative marketing and business systems through increased service and profit, and they’re unequivocally committed to helping their agents reach their goals.
At Windermere, we recognize the world is changing rapidly, so we drive ourselves to deliver meaningful innovation and dynamic marketing that help our agents stand apart from the competition. And it’s no surprise that they’re some of the most productive agents in the country when you pair their professionalism with our full suite of custom tech, powerful brand, and extensive educational offerings. We provide our franchise owners and agents the resources they need to master their craft, invest in their future, and make their communities a better place to live. If you would like to learn more about how Windermere can support you, let’s connect!
Scott Wetzel
Scott Wetzel CHIEF DEVELOPMENT REPRESENTATIVE
509.979.4116
swetzel@windermere.com
There’s a secret formula that makes Windermere different, and it all starts with our people. This video gives you insight into our unique culture and approach, and what our difference means for you.
VIDEO: The Human Algorithm vimeo.com/467427915
Relationships, Not Transactions OVERVIEW
We are driven by a people-first mentality that fuels our relationships with our clients and with each other.
VIDEO: Windermere Culture youtube.com/watch?v=-BdVcYmvaiY
For over 50 years, Windermere has put integrity and professionalism at the heart of our business. This, along with our commitment to building thriving communities, is what has helped Windermere grow into one of the largest and most respected real estate brands in the country, with more than 300 offices and 7,000 agents throughout the Western U.S. and Mexico.
Our Core Values
Radical Integrity
We believe trust and respect are the bedrock of every relationship. We tell the truth and honor our word. We do what’s right, regardless of whether anyone will ever notice.
Courageus Ingenuity
We believe in dreaming big, taking risks and experimenting. In order to be successful, we must be willing to throw out the rules, rebuild and evolve. We do so thoughtfully, without over-thinking.
Thoughtful Professionalism
We take a holistic approach to every aspect of our business and sweat the details more than any other real estate company. We do this in a way that is graceful and deeply humanistic.
Collective Generosity
We believe in acting beyond ourselves. We invest in our people and their lives. Together, we strengthen the fabric of local communities through our actions and contributions.
Strength in Numbers
6,500+ ASSOCIATES
300+ OFFICES
9 STATES $53M+ TO CHARITY
A Family Business
Windermere is, above all, a family company built on relationships. Founder John Jacobi paved the way for our second-generation leadership team of Geoff Wood, Jill Jacobi Wood, and OB Jacobi, who lead the company as CEO and Co-Presidents, respectively. Throughout our network, we have family members working together as partners and agents, as well as several second-generation owners. Passing down our love for what we do is what sets us apart.
Commitment to Community
ANN I V E R S YRA th
MISSION: The Windermere Foundation is dedicated to supporting low-income and homeless families in our communities. What started in 1989 as a grassroots foundation serving families in need in Washington State, has grown to encompass ten states and has raised over $53 million for programs and organizations that provide shelter, food, children’s programs, emergency assistance, and other services to those who need our help most.
1% PARTICIPATION
A portion of every Windermere agent’s commission is donated to the Windermere Foundation. Having 100% participation gives us a common purpose and sends a powerful message about our commitment to the community.
“Over the past 35 years our agents have proven time and time again how committed they are to making their communities a better place to live. Their generosity funds backpacks full of food so school kids don’t go hungry on the weekends. They help stave off evictions and keep families in their homes by covering housing costs. And their donations make sure the homeless are getting their most basic needs met, and the dignity that goes with it.”
Christine Wood EXECUTIVE DIRECTOR,
WINDERMERE
FOUNDATION
LINK: 2023 Community Impact Report issuu.com/windermererealestate/docs/24038_ foundation_community_impact_report_online_f
VIDEO: Windermere Foundation 2024 youtube.com/watch?v=GwYYGxRYC_s
Building Better Communities
COMMUNITY SERVICE DAY
Every year since 1984, Windermere has closed its offices for one day to help make a positive difference in our local communities.
OUR COMMITMENT TO
At Windermere, we believe that everyone deserves a home, and we are committed to doing our part to drive change and make access to home ownership equitable.
WINDERMERE CUP
Held annually, Windermere Cup celebrates community and sport by inviting the top crews in the world to compete against the University of Washington rowing program.
Setting the Standard
MISSION: The Windermere Standards of Practice embody our commitment to the highest standard of service to our clients while providing a framework for our professional agents. Standards of Practice are not laws, rules, or mandates. Rather, they are guidelines and expectations for making good decisions. They are about personal responsibility, respect, trust, and clarity; and that’s what makes them wise and timeless. They have been a guiding light for Windermere since our earliest days as a company. They make us, us.
Your Growth. Our Priority.
Windermere supports the growth of your brokerage and bottom line through a multitude of resources, programs, and services. We take a holistic approach that starts with helping you recruit and retain top talent, providing best-in-class education and industry insights, and fostering a supportive culture and networking opportunities with like-minded owners and agents.
RECRUITING & RETENTION
❱ Windermere historical agent tenure is significantly higher than the national average
❱ Professionally designed, turnkey recruiting materials save you time
❱ Windermere Careers is available to help you recruit agents and staff that meet your high standards
❱ Our AI-driven recruiting software enables better targeting, engagement and conversion of top talent
MARKET SHARE
❱ Win more business by leveraging the trusted brand we’ve built over our 50 years
❱ Lead generation programs
❱ Increased agent production via our agent training and productivity tools
PROFITABILITY
❱ A full range of tools, resources, training and support at an affordable price
❱ Very competitive franchise fees
❱ Our proprietary performance metrics tool helps you identify opportunities for your agents to grow their business
PERSONAL DEVELOPMENT
❱ Learn from hundreds of other like-minded Windermere Owners
❱ Develop relationships that offer a future exit strategy
❱ Ninja leadership classes
❱ Access a complete array of training online through Windermere University
Our Professional Development team helps our agents get up to speed and stay on top of their game through each phase of their real estate career. With a suite of learning tools and a strong support network, Windermere ProDev helps our agents reach their full potential. And as your agents grow, so does your business.
EMPOWERED GROWTH
At Windermere, we believe that education is the cornerstone of growth. Our suite of learning tools is focused on more than just sales and clock hours. We teach the skills to build relationships and systems that will nurture your agents’ business long-term, and we make it available at their convenience to save valuable time.
ONLINE EDUCATION
This online Learning Management System puts you and your office in the driver’s seat of your professional development. Get a constant stream of personalized, curated learning content to meet the unique growth needs of you and your team.
GROWTH
VIDEO: Growth is a Journey
Helping our agents build a successful business based on long-term relationships is at the core of everything we do. Case in point: Windermere has the largest number of Ninja Installation graduates in the country, a program that has quite literally changed our agents’ lives and made them some of the most productive and trusted real estate pros in the industry.
Michael Fanning
Michael Fanning is a certified Ninja instructor and Coach/Owner of Windermere Coaching. He travels extensively throughout the Western U.S. to help Windermere owners, managers, and agents build better businesses so they can have a more balanced and meaningful life. He has personally taken more than ¾ of Windermere agents, managers, owners, and staff through Windermere’s Ninja Installation training program and regularly speaks to large audiences about positive mindset and business growth. Michael also hosts two coaching podcasts and teaches classes for Windermere Professional Development about technology, social media, and business development.
AGENT COACHING
Windermere coaches provide the tools and training our agents need to stay on the Ninja Path via regular 1-on-1 or group coaching calls, downloadable resources, and collaboration with other agents.
BUSINESS PLANNING
Our business planning services, classes, and events will help you establish and maintain a pattern of growth over time.
PERFORMANCE COACHING
In conjunction with our agent coaching, our performance coaching resources are designed to help agents reach their full potential.
PODCAST SERIES
Stay connected to our coaching content wherever you go. Our “Ask a Coach” and “Coaching Minute” podcasts give unique insight into the life of real estate agents by discussing the challenges they face and offering motivational guidance.
Windermere Coaching tackles the toughest real estate questions out there. Each episode provides detailed answers and proven solutions to the biggest challenges facing real estate professionals today.
is a weekly
format podcast where our industry experts talk with
agents who bring creative ideas, power strategies, and successful routines to light.
GROWTH
Windermere Coaching Minute
quick-
Windermere
The Power of Thoughtful Marketing
Dynamic tools backed by a strong brand help your agents build their business, close more business, and be more efficient.
VIDEO: Windermere’s Marketing vimeo.com/860235680/583111869d
❱ AGENT-BRANDED SEARCH APP
❱ AUTOMATED MARKETING
❱ BRAND CAMPAIGN
❱ BRANDED APPAREL & GIFTS
❱ BRANDED SPOTIFY CHANNEL
❱ BUYING AND SELLING GUIDES
❱ CANVA TEMPLATE LIBRARY
❱ CUSTOMIZABLE WEBSITES
❱ DIGITAL ADVERTISING PROGRAMS
❱ DIGITAL CONTENT SHARING
❱ DIRECT MARKETING TEMPLATES
❱ DRIP EMAIL CAMPAIGNS
❱ LISTING SYNDICATION
❱ MONTHLY MARKET REPORT EMAIL
❱ NICHE MARKETING PROGRAMS
❱ PRESENTATION MATERIALS
❱ SOCIAL MEDIA PLAYBOOK
❱ SOCIAL MEDIA TEMPLATES
CANVA TEMPLATE LIBRARY
A one-stop shop for branded assets, social media templates, and more, the Canva Template Library makes it easy for agents to maintain consistent branding online.
Our affiliation with Juwai—the #1 Chinese international property portal—guarantees maximum exposure for listings in China. Juwai.com is behind the Great Firewall of China, ensuring optimal client experience. We also offer complimentary translation services included for all Premier listings. Not available in all areas. GLOBAL LISTING SYNDICATION
Windermere is a proud member of Leading Real Estate Companies of the World®, a network of independent real estate firms with an uncommon commitment to service and integrity. Its network spans over 70 countries and six continents, giving our listings the highest level of global exposure, and connecting our clients to top real estate professionals worldwide. Not available in all areas.
MARKETING FOR ALL NEEDS
From lead generation to client presentations, listing marketing to staying top-of-mind with one’s sphere, Windermere offers a best-inclass array of digital and print marketing tools and templates to make your agents and their listings stand out. We help you and your agents market yourselves confidently and efficiently.
WINDERMERE LIVING MAGAZINE
Windermere Living is one of the top real estate magazines in the Western U.S., combining expert editorial that reflects our passion for community, connection, and inspired living while showcasing exceptional real estate listings throughout Windermere’s footprint.
Windermere’s membership in the Luxury Portfolio network gives our clients access to targeted marketing, global exposure, and connection to top brokerages around the world. Luxury Portfolio reaches 200+ countries/territories around the world and sells more $1M+ U.S. homes than any other network.
Not available in all areas.
All Windermere listings are featured on Realtor.com, the most trusted and comprehensive real estate website in the country and the official website of the National Association of REALTORS®.
Supporting Your Specialty
An array of programs and resources tailored to different property types and agent specialties allow our agents and offices to target their audience and leverage our turnkey marketing templates to grow their business.
Premier Properties utilizes a combination of specialized marketing and advertising opportunities to achieve maximum exposure for and efficiently sell luxury properties.
The Luxury Advisor program offers an array of benefits and tools that are designed to highlight agents who specialize in the luxury market.
W Collection is an elevated marketing program showcasing some of the West Coast’s most distinctive homes, tailored to the needs of our ultra-luxury clients.
Equestrian Advisor
Agents specializing in the equestrian market can take advantage of our Equestrian Advisor program, which provides exclusive marketing and networking opportunities to help them grow their business.
Windermere Commercial brokers represent business and investors alike in their commercial real estate pursuits, including retail and office spaces, industrial buildings, multi-family communities, and beyond.
Our Property Management professionals have the experience and know-how to help protect and maximize property investments, from listing homes for lease to finding the perfect tenant.
More Marketing in Less Time
From property marketing to lead generation, client retention, and more, Windermere’s automated programs make marketing fast and easy.
HOME UPDATE MONTHLY NEWSLETTER
Home Update helps agents stay connected to current and potential clients by providing them with guidance on home decor, maintenance projects, and fun activities to do around the house.
AUTOMATED LISTING ADS
Adwerx is key to scaling your advertising efforts. Their easy-to-use ad solutions help our agents reach new audiences and nurture existing relationships.
AUTOMATED POSTCARD PROGRAM
For clients, it’s the little things that make a difference. Boomerang keeps agents top of mind through automated branding with a personal touch and valuable offers.
AUTOMATED PROPERTY MARKETING
AUTOMATED GIFTING PROGRAM
An effective tool for automated client retention, Lolo offers simple, personalized email and gift solutions to help agents nurture their book of business.
Each new or changed listing generates a package of premade marketing materials with photos and listing data from the MLS. From direct marketing, to social media, email, video, virtual tour, single property website, and more, your agents can market their listings in minutes.
AUTOMATED DRIP EMAIL CAMPAIGNS
Agents can effortlessly nurture their contacts throughout the sales cycle with turnkey, branded email campaigns they can manage from their MoxiEngage CRM.
Windermere’s Home Soundtracks
Windermere’s Spotify channel allows agents to connect with current and potential clients through curated playlists for every aspect of life at home and beyond.
Promote with Style
Windermere offers a variety of branded merchandise that can be given as client gifts or used yourself to show your Windermere pride.
Integrated for Efficiency
Our technology tools and systems help our agents strengthen client relationships, streamlining communications and providing the information and tools clients need to achieve their goals.
VIDEO: Windermere’s Technology https://vimeo.com/860230273/2bf635df80
TAILORED TO YOUR NEEDS
MoxiWorks is a global leader when it comes to agent and owner productivity, as well as data management.
Give clients the inside scoop on their local real estate market with Neighborhood News, a detailed report that shows recently sold listings, sales trends, home prices, and more.
We equip our agents with vital market stats, trends, and insights to improve their business. Real Estate Business Intelligence (RBI) provides real-time real estate data, market analytics, and business intelligence all in one platform.
The Windermere Search App helps our agents manage the home search process from the palm of their hand. They can connect with clients on listings, see which homes they’ve viewed, and send property alerts that match buyers’ criteria.
MyWindermere
Our proprietary desktop home search feature, MyWindermere allows users to favorite listings, set property alerts, and created saved searches.
Customize and differentiate your seller listings including expanded marketing remarks, unlimited photos, and embedded video for display on Windermere.com and Office and Agent websites.
Partnering with the Industry’s Best
Real estate technology never stops evolving, so we continually review new tech products to ensure that our agents have access to the best tools and affordable pricing. Here are some of the other tech partnerships Windermere agents can take advantage of.
TRENDGRAPHIX
Delivering comprehensive insights to enhance market expertise, TrendGraphix unlocks MLS data our agents can analyze and use to develop pricing strategies and help their clients make better-informed decisions.
TESTIMONIAL TREE
Testimonial Tree makes it easy for our agents to manage their online reputation and share authentic stories from clients on their website and beyond. Testimonials can generate more leads through better client engagement and increased website traffic.
HOMEBOT
Homebot drives repeat and referral business for our agents via personalized home value reports. Homebot helps clients build wealth by tracking market conditions and delivering meaningful equity data.
FLOOR PLAN ONLINE
Agents can provide safe and effective virtual access to listings, without ever having to set foot inside a home, thanks to our partnership with Floor Plan Online. Choose from a full suite of options including photography, Home Diary, virtual tours, and 2D and 3D floor plans.
Support for Success
Windermere Services Company exists to serve the Windermere network of franchise owners and agents, providing the resources and support they need to successfully run their business. Our Regional Managers communicate with franchise owners and work with our Services team to ensure that their needs are met.
VIDEO: Support for Success youtube.com/watch?v=56UM1ukfyQY
WINDERMERE HUB
The HUB is Windermere’s internal communications platform, available online and via a mobile app, where your office and agents can stay informed about the latest tools, events, network and industry news, and educational opportunities. They can also comment, ask questions, and tag one another directly from each post. From the HUB users can also access our Moxi tool suite, Windermere U, and the WORC.
WORC INTRANET
The Windermere Online Resource Center is our fully integrated, user-friendly back-office portal for all offices and agents. The WORC houses proprietary documents and resources for management, marketing, technology, legal, and referrals, as well as administrative tools for website customization, office roster and document management, cybersecurity, and more.
Better Benefits
Through our partnerships with Nationwide and Stride, Windermere is able to make retirement planning and health insurance available to 1099 agents.
Building wealth and planning for retirement is something everyone should be thinking about. Windermere offers a retirement plan across our entire network.
We offer comprehensive and affordable health insurance for our agents and their families, with helpful advisors to create personalized plans, fast and easy enrollment, and ongoing support to meet changing needs.
Strong Network
One thing that really sets Windermere apart from other companies is the collaborative culture we foster among our network of franchise owners, managers and agents. Here are some of the events we offer to facilitate engaging with and learning from one another.
OWNERS RETREAT
Held annually in different destinations throughout the country, Owners Retreat is a chance for Windermere franchise owners to come together to network, learn from each other, and engage with industry professionals.
MANAGERS EXCHANGE
Managers Exchange is an opportunity for managers to get together for a focused, collaborative multi-day session full of education specific to managers’ needs.
WINDERMERE SYMPOSIUM
This multi-day event is a network-wide rendezvous for learning and growth. Elevate your business and expand your professional sphere while traveling within the Windermere network.
Connecting Clients
Our Relocation, Referrals, and Lead Generation programs increase volume by connecting clients and agents. Wherever clients are in our network, these programs help them begin their buying or selling journey with a Windermere agent.
Windermere Relocation brings together a full-service relocation company with a full-service real estate company to provide superior service to our relocating clients.
One out of every five clients has real estate needs outside of their agent’s market expertise. Windermere referrals helps connect these clients to trusted agents worldwide, providing the highest level of service and an expedited 20% fee to the referring agent.
Our Lead Generation program specializes in generating more business opportunities by identifying quality leads and moving them through the funnel.
Bolstering Your Business
Windermere’s support services help you grow your brokerage by offering buyer and seller loans and home warranties to help your agents win new business, and recruting support to help you hire the best talent.
Windermere’s exclusive bridge loan program eases the pressure clients often feel of having to sell before they buy by allowing them to use the equity from their current home to make a non-contingent offer on a new one.
Windermere agents can provide clients with a selling advantage and peace of mind when buying a home through our Windermere Home Warranty program.
NOT AVAILABLE IN ALL AREAS
The Windermere Ready program helps to cover your clients’ repair and upgrade costs to maximize the value of their homes and make them more competitive on the market.
Careers
Whether you need a new branch manager or ten new agents, Windermere Careers’ support team has the tools and knowledge to grow your talent bench.
Events & Experiences
Windermere’s Events & Experiences team not only produces and manages Windermere events including Windermere Cup, Owners Retreat, and Symposium, but they also provide resources and guidance to help offices host and sponsor their own community-focused events.
Support & Investment Upside
Not only do our strategic partnerships help your agents differentiate their business to attract more clients, but our stake in the firms offering these services also presents the opportunity for franchise owners to diversify their investment portfolios and grow their revenues.
Moreland offers a range of customized insurance to give clients peace of mind that their most important assets are secure, as well as coverage for agents.
Penrith Home Loans makes home financing easy, offering an extensive range of home loan products to meet the needs of their clients.
NOT AVAILABLE IN ALL AREAS
Move Forward Financial powers our Bridge and Ready loans, helping to facilitate and streamline buyer and seller transactions and maximize returns.
NOT AVAILABLE IN ALL AREAS
These companies have a business relationship with Windermere Services Company (“WSC”). WSC does not require that you invest in or use the services of these companies. If you choose to do so, WSC or its affiliates may receive a financial or other benefit, which is limited to a return on ownership interest. WSC will not receive a referral fee.
Windermere’s Franchise Process
Windermere is built on a foundation of service, not just to buyers and sellers, but also to our network of franchise offices and agents. When you join our team, you can expect a smooth transition led by your regional service manager, and a cutting-edge onboarding platform to help you and your agents get up to speed on our best-in-class marketing and technology tools. You’ll also become part of our family of franchise owners who help and support one another in a way that is uniquely Windermere.
JUST GETTING STARTED?
If you are just beginning to explore starting a new brokerage/franchise brand, we’ve compiled some information that may help make the decision easier.
1 2 3 4
Take the Next Step
Contact Scott Wetzel
509.979.4116
swetzel@windermere.com
Once you complete a basic assessment form, we’ll schedule preliminary discovery meanings to learn more about what you’re looking for, share information about our franchise partnerships, and introduce you to our leadership team.
Right away, you’ll learn about our programs, technology, marketing tools, and more. We’ll explain how we’ll support you as a franchisee and how we’ll support your agents.
We encourage you to connect with ownership groups throughout the Windermere network to get a holistic view of what you can expect. Then, we’ll share your tailormade onboarding plan built by our leadership team to fit your needs and support your growth.
We’ll equip you with a business plan that, along with your onboarding plan, will form the roadmap for your success. These materials will form the basis of your ongoing training, which is staffed by a support team dedicated to helping you grow.
© 2024 Windermere Real Estate Services Co. All rights reserved. The Windermere name, Windermere Real Estate logo, Windermere Commercial logo, Windermere Property Management logo, Windermere Foundation logo, W Collection name, Lifestyle Northwest, “Human Algorithm” and “All in, for you” are registered trademarks of Windermere Real Estate Services Co.