What makes us different is what makes the difference.
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Welcome to Windermere
Being a Windermere agent is much more than a job. It’s a true calling. Our agents value the freedom, independence, and high earning potential of a career with Windermere. They find joy in helping others and exceeding their clients’ expectations.
Windermere empowers them to do so through leading-edge marketing, productivity tools, and training to maintain a high level of personalized service, productivity, and success, and more balance in their lives.
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 integrated tools and services.
We provide our 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!
3 INTRODUCTION
No graphics (vents, lights, reflectors, Full printed area Please set your art up Perforated window Background (windows frames, etc) *Graphics may shift Portland 1/10th Scale We are a company that is rooted in service. We support and inspire our network of entrepreneurs with the tools and resources they need to take their businesses to the next level. We are deeply committed to our communities and foster a culture of collaboration and teamwork. Elevating and humanizing real estate, every day. OVERVIEW WINDERMERE REAL ESTATE 4 VIDEO: We Are Windermere vimeo.com/862088206
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.
vimeo.com/467427915
We are driven by a people-first mentality that fuels our relationships with our clients and with each other.
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.
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OVERVIEW
Relationships, not transactions.
VIDEO: The Human Algorithm
VIDEO: Windermere Culture youtube.com/watch?v=-BdVcYmvaiY
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.
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.
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.
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.
OVERVIEW WINDERMERE REAL ESTATE 6
7 6,500+ ASSOCIATES 300+ OFFICES 9 STATES $53M+ TO CHARITY Strength in Numbers SACRA ME N TO O LY M PI A SE AT TL E BOIS E SUN VALLEY PARK CITY I DA H O WA SHIN G T O N M O N TAN A H EL E N A C O L O R A D O NE VA DA U TA H OR E G O N C ALIFORNI A D E N V E R SA LT LA K E CI T Y L AS V EG AS PALM SPRINGS P O R TLAN D SA N D IE G O SAL E M C A BO SA N LUC AS ARIZONA SCOTTSDALE OVERVIEW
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.
OVERVIEW
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Commitment to Community ANN
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.”
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FIND OUT MORE OVERVIEW
Christine
EXECUTIVE DIRECTOR, WINDERMERE FOUNDATION
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
LINK:
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.
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.
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4 W INDERMER E R EAL ESTAT E C OMMUNIT Y S ERVICE DAY th 1984 EST A N N I V E R S A RY
OVERVIEW
OUR COMMITMENT TO FIND OUT MORE FIND OUT MORE WATCH VIDEO FIND OUT MORE
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.
OVERVIEW WATCH VIDEO WINDERMERE REAL ESTATE 1 Client and business relationships are the foundation of our business and success. A Client interests always come before self-interest. B Understand and observe all duties, obligations and limitations in your business relationships. C Keep in touch regularly and expeditiously. D Educate your client about agency law and how our business works. Get agreements in writing when required and/or possible. In the absence of a written agency agreement, the client’s choice of agent will be respected. The client should have the freedom to choose. E Ask direct questions about possible relationships with another agent. It is in everyone’s interest to actively encourage and support client loyalty to an agent. F Respect legitimate requests by clients for termination of a working relationship, whether or not a written agreement exists. Termination should be in writing. 2 Agent relationships are the foundation of a successful transaction. Respect your colleagues. A Honesty is owed to all parties, and timely delivery of information is important, especially written/contractual paperwork. Observe the duties, obligations and limitations of the client in your interaction with other agents. B Respect all contractual relationships— listing, purchase and sale, and buyer agent agreements—and do not interfere with them directly or indirectly. Follow MLS rules and NAR Code of Ethics (articles 15 & 16). C Whenever possible make presentations face-to-face with other agents and/or their clients. Review Windermere Guidelines for Presentation 3 Communicate when mistakes and misunderstandings occur. A Recognize that there are different communication styles and that all experiences have more than one viewpoint. Talk to the other agent involved as soon as possible, pinpoint the facts and issues, and work toward a viable solution. If you make a mistake, try to rectify it. continued 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 mandate. 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. STANDARDS of PRACTICE The client’s objectives and level of knowledge and experience are key to determining the agent common types of transactions in which agents need to ask themselves whether they have the expertise to ensure a succesful outcome. Geography Clients may request us to work outside of our normal geographical areas. Since local knowledge can be so critical to successful transaction, agents need to assess these requests carefully. 2 Distressed properties including but not limited to short sales and REOs Regulations and complexities of dealing with such properties change constantly. An agent’s ability to best represent our clients can be challenging without proper knowledge and understanding of the process. 3 Leasing making difficult to guide some landlords or tenants. Windermere Property Management can be a good resource where available. 4 Commercial different than traditional residential transactions. 5 Land transactions involve varied and complex issues that extend beyond the typical residential 6 Successful investment transactions may require examining many additional variables. Understanding the client’s objectives and best serve them. Real Estate is complicated process that requires expertise to serve our clients’ best interests. Agents need to assess their clients’ objectives and ask themselves what the best solution is to achieve those objectives. Agents must recognize that some types of transactions are unique and require specialized skill sets not commonly possessed by most agents. Potential solutions include referring clients to other agents or collaborating with another agent. These “Expertise” guidelines are intended to guide agents in situations such as those described below. Expertise WINDERMERE GUIDELINES continued of PRACTICE Determine the level of risk Consider the following factors that may increase risk: You have family relationship with ¨ ¨ Friendship/social relationship with ¨ ¨ Presently doing other business with ¨ ¨ ¨ ¨ You hope to do other business with ¨ ¨ You hope to profit or gain from a party or the transaction, ¨ ¨ other than just earning a commission You are aware of a party’s confidential information concerning: Financial situation ¨ ¨ Goals and objectives concerning real estate ¨ ¨ Negotiating position on price and terms ¨ ¨ Negotiating style ¨ ¨ ¨ ¨ You speak party’s primary, non-English language ¨ ¨ Party has less-than-average capacity in any respect: ¨ ¨ For example: not alert, easily confused, faulty memory, low literacy, vision or hearing impaired, low mental capacity, easily swayed, distracted by stress such as death in family Party has lower-than-average sophistication in property/legal matters ¨ ¨ Party tends to misunderstand or misinterpret what you say ¨ ¨ Party has refused your urging to seek legal advice ¨ ¨ Party is more likely than usual to file lawsuits ¨ ¨ Situation or transaction is unusually complex or requires more ¨ ¨ than the usual broker guidance of either party Dual agency can be risky. If you want to be a dual agent, it is recommended that you consider the items listed below before forming a dual agency relationship. If you are the seller or buyer (or landlord or tenant), or have an ownership interest in the seller or buyer, legally you cannot be a dual agent. continued Dual Agency STANDARDS PRACTICE General guidelines for working with client: A Understand the important issues and concerns of the client and create realistic expectations by educating them in the process. Agency and respect client confidentiality issues. As the advocate for the client, seller or buyer, encourage face-to-face presentation whenever and body language can reveal important information that does not show itself in the words of contract. This also provides an opportunity to furnish important supporting details and priorities of the parties. Negotiations can take place in shorter amount of time when there is an opportunity to ask questions during the presentation process. If a face-to-face presentation to clients not possible (out-of-the-area clients, builders, banks, the documents being negotiated. E Consider pre-listing inspection as good offense for the seller in certain situations (estate sales, rental property, deferred maintenance). This may set the stage for realistic offers from the buyer and not force the seller to negotiate an inspection with short timelines. Prepare for the presentation. Think about the terms and conditions from the client’s point of and the benefits to each. G Presentation to the client and the other agent takes place throughout the sale process. Inform and remind the client of their obligations and deadlines as outlined in the Purchase and Sale Agreement. Follow up on substantive conversations by using a phone log for the inspection. Get bids for any work being negotiated. Document the file, with notes and information, to reduce misunderstandings and risk. Windermere agents are expected to hold themselves to a high standard of professionalism in all that they do. The following guidelines are intended to clarify and improve the presentation process, both with clients and the agent representing the other party. Presentation WINDERMERE GUIDELINES STANDARDS of PRACTICE AGENT-TO-AGENT ETIQUETTE Do not negotiate with the other agent in front of their client. Do not bad mouth the competition. after a successful closing. Tour your coworkers’ listings to support and develop relationships with those agents. Never forward the other agent’s email directly to your clients. Copy and paste only what they need to know! If it can wait… wait! Do the bulk of your business during business hours. agent, and follow their instructions. Be opportunistic, but be respectful of other agents’ relationships with their clients. ❱ Be honest always! Do not hide or delay bad news. Be mindful that we are all representative of one another. Check your ego at hello! Representing position. You are not doing your client any favors when you do this. Work towards a win-win. Do not contact another agent’s client directly by email or phone call. ❱ expired listings, double check first to make sure that the property was not relisted (not doing so an MLS violation). Over-communicate and be responsive to all parties at all times. AGENT-TO-CLIENT ETIQUETTE Respect client confidentiality. Even when in person, don’t put your clients in an uncomfortable position other people. Over-prepare/educate your clients and set expectations ahead of time. Over-communicate and be responsive to all parties at all times. A good real estate agent knows how to keep their cool and stay calm so their clients remain calm. But what do you do when the other agent loses their cool or steps out of line? Following are some real estate etiquette basics that can help you handle any situation. Etiquette Basics STANDARDS PRACTICE BOTH AGENTS: Educate your clients on the realities of the Advise your client that the order in which offers Multiple offers are response to a market condition or a particular property. D Agents and buyers cannot control the seller’s response. Buyers need to provide the best offer they are willing and able to make, initially, understanding they might not get another opportunity. 2 LISTING AGENTS: The listing agent bears the primary responsibility for managing a multiple offer situation. input restrictions or abnormal showing restrictions) and state laws regarding the presentation of offers. (Refer also to Guidelines for Presentation B It is generally in the seller’s best interest to have buyer's agents present all offers directly to the seller and their listing agent. This ensures that each offer is presented accurately and fairly. Listing agent to seller relationship: Counsel sellers about possible scenarios Discuss a game plan ahead of time with your seller. Establish the date and time when potential offers will be reviewed. Avoid presentations earlier than the initially stated date. Make plan for dealing with escalators and caps. (Refer to Multiple Offer Comparison Sheet Discuss how an offer from the buyer's agent Make every effort to stick to the plan, but remember that your duty is to act in the seller’s best interest at all times. Multiple offers are a challenge to both agents and their clients. The best way to prevent the problems often associated with multiple offers is for all agents involved to understand their responsibilities for managing the situation and to have them communicate with all parties in an ethical and timely fashion. Multiple Offers STANDARDS PRACTICE your responsibility to provide clients with the information they need to make wise decisions for themselves and their future. Your task is to do your best to locate a home with the characteristics, location, and price they want, or to find buyer that can satisfy their needs as seller. It is also your task to provide them with enough information about current market conditions, including the sale prices of properties that have recently sold, to enable them to intelligently determine the price they are willing to pay or receive for specific property. Clients may seek out other kinds of information. Many buyers ask questions about the people who live in neighborhood: “What kinds of people live here?” “Are there any registered sex offenders nearby?” “Is there much crime here?” “Are there any especially noisy neighbors?” Sellers may ask similar questions: “What kind of people make good prospective buyers?” “Do unmarried couples make good buyers?” Such questions are outside the scope of your professional practice. Some of these questions raise Fair Housing issues, and all of them seek subjective judgments rather than objective information. Though this information may be important to buyers and sellers, they ought to be made aware of the laws that restrict THE LAW Federal law prohibits discrimination in real estate transaction based on race, color, religion, familial addition to federal prohibitions, state laws may prohibit discrimination on other bases, such as sexual orientation, veteran/military status, ancestry, and others. Most standard purchase forms used throughout our network allow buyers to include contingency for a “Neighborhood Review” period, which gives them time to make their own private decision about whether a neighborhood is right for them. Clients may ask what options exist in their area for this kind of contingency. Fair Housing What clients need to know about WINDERMERE GUIDELINES continued At Windermere, being “all in” applies to every client. It means treating all people equally as we work with them toward their housing goals. It’s our commitment to the principles of Fair Housing practices for all and having zero tolerance for violations of those principles. STANDARDS of PRACTICE COMMISSION RATES Windermere is a network of real estate companies sharing the same brand name. Because we are different companies often competing in the same market, anti-trust law restricts our ability to set, or even to discuss with each other, a standard, Windermerewide commission rate. Instead, the owner of each franchise must determine what the commission rate for his/her company will be, and that becomes the commission that is quoted by agents licensed to that Windermere company. Each owner also has the right to renegotiate or adjust commissions on a case-by-case basis within his or her company. However, even though we, as separate entities, cannot we can, and do, philosophically share the same model under which we do business—Windermere Real Estate offices are “full service” brokerages rather than “discount” brokerages. THE BIG DIFFERENCE Full service brokerages compete on services; fees are secondary. Discount brokerages compete on fees; services are “VEILED” DISCOUNTS Advertising a rate that clearly attempts to convince consumers that is lower than what charged by most competitors in a market area is a discount brokerage tactic. However, discounted fees come under number of guises that may not so clearly spell “discount.” The following are examples of such veiled discount fee marketing strategies: Offering rebates to seller or buyer to solicit business. Any rebates to buyers be approved by the lender. Offering donations to nonprofit organizations, charities, etc. in exchange for listing or sale. transactions from the same buyer or seller. FULL SERVICE VS. DISCOUNT BROKERAGES Many Windermere agents have found that contributions to the Windermere Foundation have served to set them apart from agents in other real estate companies. Some have taken giving to a new level by offering to make donations to nonprofits of the seller’s or buyer’s choosing as part of their marketing strategy. In this highly competitive market, many agents are looking for ways to differentiate themselves, which has created some confusion over acceptable marketing strategies within Windermere. Windermere Services has, therefore, been asked by a number of people to clarify our philosophy. This philosophy has been endorsed by Standards of Practice committees company-wide, and measured against Windermere’s other guidelines. Business Philosophy WINDERMERE REAL ESTATE continued of PRACTICE THE HOME SHOULD BE CLEANED – PROFESSIONALLY IF POSSIBLE ¨ Vacuum mop floors ¨ Dust and wipe down surfaces after furniture staging is removed ¨ Clean kitchen counters, sinks, appliances (inside fridge, oven, microwave), and cabinets (inside drawers and shelves) ¨ Clean bathroom counters, sinks, tubs, showers, and toilets ¨ Clean closet shelves and drawers FINAL WALK-THROUGH BEST PRACTICES: ¨ Remove all personal belongings and rubbish from storage areas including basement, ¨ Remove and dispose of any paint that not currently being used for touch-ups (check with buyers about whether they want to keep any current paint) ¨ unless buyers have requested them ¨ Leave any manuals, warranties and spare parts for appliances, as well as records and warranties for roof replacement, home security system, irrigation system, etc. ¨ Leave maintenance records for HVAC system and appliances, as well as contact information for ongoing service suppliers ¨ Leave all sets of keys for home, garage door, outbuildings, mailbox, and built-in safes ¨ Leave remotes for garage door openers, blinds, skylights, fireplaces, built-in A/V equipment, smart home systems, etc. ¨ Leave access codes for garage doors, keypad entry, security system, smart home, ¨ Coordinate with buyers and utility companies to best manage the transition of power and water services Final Walk-Through Seller closing Checklist It is customary to conduct a final walk-through with your client prior to signing. It’s ideal to schedule the walk-through for the morning of your closing day, but details and expectations should be agreed upon by both parties prior to then. STANDARDS PRACTICE 11
Our Training. Your Growth.
Windermere places a priority on professional development for our agents and strives to help meet your goals at every phase of your real estate career. Our instructors, coaches, and support team work tirelessly to provide around-the-clock educational content and classes, tailored to your unique needs and schedule.
PRE-LICENSING
❱ Self-paced program
❱ Over 72% national pass rate
❱ Advanced interactive course
❱ Detailed study plan included
PRODEV TRAINING
❱ Windermere University
❱ Onboarding
❱ Pro-Start
❱ Ninja Installation
❱ On-demand training video courses 24/7
❱ Regional in-person workshops
SPECIALTY CLASSES
❱ Legal seminars
❱ Technology classes
❱ Social media classes
❱ Leadership classes
COACHING
❱ 1-on-1 group coaching
❱ Business planning
❱ Coaching podcasts
❱ Growth-focused events
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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 you reach your full potential and maintain better balance in your life.
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 you the skills to build relationships and systems that will nurture your business long-term, and we make them available at your convenience to save you valuable time.
ONLINE EDUCATION
This online Learning Management System puts you in the driver’s seat of your professional development. Get a constant stream of personalized, curated learning content you can view whenever and wherever it’s convenient for you.
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VIDEO: Growth is a Journey youtu.be/ETCbGYfbVOY
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.
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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.
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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.
Windermere Coaching Minute is a weekly quickformat podcast where our industry experts talk with Windermere agents who bring creative ideas, power strategies, and successful routines to light.
The Power of Thoughtful Marketing
Dynamic tools backed by a strong brand help you build your business, close more business, and be more efficient.
❱ 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
WINDERMERE REAL ESTATE 16 MARKETING
VIDEO: Windermere’s Marketing https://vimeo.com/860235680/583111869d
17 WINDERMERE REAL ESTATE Proud partner of Luxury Portfolio International MARKETING
CANVA TEMPLATE LIBRARY
A one-stop shop for branded assets, social media templates, and more, the Canva Template Library makes it easy for you to maintain consistent branding online.
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.
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.
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MARKETING
MARKETING FOR ALL NEEDS
From lead generation to client presentations, listing marketing to staying top-of-mind with your sphere, Windermere offers a best-inclass array of digital and print marketing tools and templates to make you and your listings stand out. We help you market your business 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®.
19 Borendis a si ventios adis audianimi, quiandae et fuga. Dit liciam, nus similicid magnatum abo. Evenderem ullame non pratium incipis exceat ereheni menisci psandae occupta ectori corum et fugitat enihillit, sequamus dolor milictat. Ventios adis audianimi, quiandae et fuga. SUBHEADING RE DEM VERUM AUT EXERRUM QUIATA ERUNT QUIS DOLENDA NDUCIUR Occus sedis deriante ped que nonsequaerio officita cum nonsed qui omnis voluptatiur, et arum quam. Anita Agent & Bob Broker WINDERMERE VAN VLEET ASSOCIATES, INC. robyn.hallonquist@windermere.com 206-963-3009 BRE# additional contact Robert Broker WINDERMERE VAN VLEET ASSOCIATES, INC. robyn.hallonquist@windermere.com 206-963-3009 BRE# additional contact you are already working with an agent, this not meant as solicitation for that business. $525,000 SUBHEADING OR FEATURES LOREM IPSUM DOLOR Main headline goes here To essit aut eugia metum
3239 NW Esplanade $3,525,000 2-sided flyer with eight total photos To essit aut eugiametum exero corem et alisi enis nim ilis nonse ea corem veleniam vel ut iustrud tat. Duis esequis aut et acilit, corper in eraessi. Onsed el dignis eumsandre te faccumsan henim veraestionum dolortisl eugiat venis augiat ver. Ad essita cum quodit aped eaqui doluptae pa vollaut aut ut audae volo odic tem andem dolore plictus evelestio. Ut volo tectiunt a consed exerumq uiberum quae. Itae pliqui si ditatius accument. IMMACULATE LAWN NEW DRIVEWAY SUBHEADING RE DEM VERUM AUT EXERRUM QUIATA ERUNT QUIS DOLENDA NDUCIUR you are already working with agent, this not meant as solicitation for that business.Office City, ST, 98000 Headline Goes Here pore, sequi natia sintect atibus diam nonummy nibh euismod tincidunt. $525,000 Anita Agent & Bob Broker WINDERMERE VAN VLEET ASSOCIATES, INC. BRE# additional contact 11/17 Setting the Standard Windermere agents hold themselves to an even higher level of competence and accountability. We hope this translates into a more satisfying real estate experience and peace-of-mind for our clients, knowing that doing right by them is our highest priority. If you would like a copy of our Standards of Practice, would be happy to provide one to you. Something you may not know is that Windermere takes its standard of service to its clients very seriously. As members of the National Association of REALTORS we agree to abide by a strict code of ethics that is based in professionalism and consumer protection. To further reinforce our commitment to our clients, Windermere has built upon the REALTOR code of ethics by establishing what we call our Windermere Standards of Practice outlining how we believe our clients deserve to be treated. ©2017 WINDERMERE SERVICES COMPANY. RESERVED. IT’S ABOUT RELATIONSHIPS. In 1972, John Jacobi set out to change the real estate industry by putting relationships before sales quotas, with an emphasis on service to our clients and our community. Over 45 years later, this mission has helped grow Windermere into one of the largest independent real estate companies in the nation, with more than 300 offices and 6,000 agents throughout the Western U.S. and Mexico. While the real estate industry has changed substantially over the years, our core values of relationships, community, collaboration, and professionalism have remained central to how we do business, and will continue to do so for years to come. LOCALLY OWNED AND OPERATED OFFICES PREMIUM TOOLS AND SERVICES Why Windermere? WORC 202 THE WINDERMERE FOUNDATION We donate a portion of our commission from every transaction to benefit the Windermere Foundation. Since 1989, the Foundation has collected and contributed over $50 million. Assistance is provided to non-profit agencies dedicated to helping homeless and low-income families in our community. COMMUNITY SERVICE DAY ❱ Since 1984, Windermere agents have dedicated an annual day of work to those in need. ❱ These hands-on projects benefit a wide variety of community-based organizations. ❱ Projects have included maintenance at a senior center, construction of a children’s playground and sorting duties at a food bank. ❱ am pleased to be a part of such an important mission. It’s just the right thing to do. Windermere understands the importance of giving back to our community. Enriching the neighborhoods in which we live and work is an integral part of how we do business. Commitment to Community ©2023 WINDERMERE SERVICES COMPANY. RIGHTS RESERVED. MARKETING
Supporting Your Specialty
An array of programs and resources tailored to different property types and agent specialties allow you to target your audience and leverage our turnkey marketing templates to grow your 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.
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MARKETING
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 you 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 you reach new audiences and nurture existing relationships.
AUTOMATED POSTCARD PROGRAM
For clients, it’s the little things that make a difference. Boomerang keeps you 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 you nurture your 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, you can market your listings in minutes.
AUTOMATED DRIP EMAIL CAMPAIGNS
You can effortlessly nurture your contacts throughout the sales cycle with turnkey, branded email campaigns you manage from your MoxiEngage CRM.
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MARKETING
Windermere’s Home Soundtracks
Windermere’s Spotify channel allows you to connect with current and potential clients through curated playlists for every aspect of life at home and beyond.
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MARKETING CLICK TO LISTEN
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.
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MARKETING
Integrated for Efficiency
TECHNOLOGY
Our technology tools and systems help our you strengthen client relationships, streamlining communications and providing the information and tools clients need to achieve their goals. Agents who fully utilize MoxiEngage do 64% more transactions than those without MoxiEngage. Moxi Present™ Interactive presentation tool that’s more than a CMA Moxi Engage™ The CRM built specifically for real estate agents MoxiImpress™ Real estate marketing made easy Moxi Websites™ Grow your brand, sphere, and business VIDEO: Windermere’s Technology https://vimeo.com/860230273/2bf635df80 WINDERMERE REAL ESTATE 24
TAILORED TO YOUR NEEDS
MoxiWorks is a global leader when it comes to real estate agent productivity and 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.
The Windermere Search App helps you manage the home search process from the palm of your hand. You can connect with clients on listings, see which homes they’ve viewed, and send property alerts that match 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 your Agent website.
TECHNOLOGY
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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 you can analyze and use to develop pricing strategies and help clients make better-informed decisions.
TESTIMONIAL TREE
Testimonial Tree makes it easy for you to manage your online reputation and share authentic stories from clients on your website and beyond. Testimonials can generate more leads through better client engagement and increased website traffic.
HOMEBOT
Homebot drives repeat and referral business via personalized home value reports. It helps clients build wealth by tracking market conditions and delivering meaningful equity data.
FLOOR PLAN ONLINE
You 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.
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27 TECHNOLOGY Did you know that 83% of personal wealth comes from home equity at retirement? Homebot automatically tracks your clients’ home value, mortgage, and equity, making you a trusted advisor that they can rely on to make informed decisions about the largest asset they may ever own. Homebot is always watching market conditions to help your clients understand when they should to a larger home – giving you even more touchpoints to connect with your clients. Bank-grade calculations Homebot uses a valuation algorithm that was developed by Black Knight, a leading provider of integrated software, data and analytics, and is Valuations with a human touch Agents and clients can adjust any automated valuation in Homebot that they feel is inaccurate. If a client disagrees with their home value estimate, they can answer a few short questions and a CMA request will be sent directly to you – sparking a valuable conversation. More touchpoints to keep you top of mind Every month, your clients will receive a personalized email report on their home’s value that’s branded to you – keeping you top of mind. With an average email open rate of over 65%, the data shows that homeowners love to receive these reports. It’s easy to set up and maintain Upload your client database or use the customized landing page for clients to sign up on their own. Share the link through social media, your email signature, on your website, or add a QR code to your mailers. From there, be fully automated, requiring minimal makes it easy for clients to connect to you through one-click messaging, text, email, or even a phone call. AUTOMATED HOME VALUATION TOOL Homebot is a client nurturing system that keeps Windermere new, repeat, and referral business years after a transaction has closed. Homebot Want to learn more? Contact homebot@windermere.com for information on how to sign up Your clients will be addicted. Homebot delivers personalized,insights,actionable with your branding, to help your clients track and build wealth with their home. +
Support for Success
Windermere Services Company exists to serve the Windermere network of agents and offices, providing the resources and support you need to successfully run your business.
WORC
WINDERMERE HUB
The HUB is Windermere’s internal communications platform, available online and via a mobile app, where you can stay informed about the latest tools, events, network and industry news, and educational opportunities. Viewers 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 marketing, technology, legal, and referrals, as well as administrative tools for website customization, office roster and document management, cybersecurity, and more.
SUPPORT
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VIDEO: Support for Success youtube.com/watch?v=56UM1ukfyQY
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 who create a personalized plan for you, fast and easy enrollment, and ongoing support to meet your changing needs.
Strong Network
One thing that really sets Windermere apart from other companies is the collaborative culture we foster among our network of agents and offices. 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.
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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.
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SUPPORT
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.
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© 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.
