It's Time to Align With the Elite Brand
Whether you are a real estate professional or seeking a rewarding corporate career, Berkshire Hathaway HomeServices California Properties gives you the tools and opportunity to succeed. We offer industry-leading marketing programs, experienced leadership, and the technology you need to soar beyond your expectations. As a member of our team, you not only have the access to our world-class programs, support and services, but also the backing of our nationally renowned name.
Our agents' commitment to customer satisfaction is what makes us a nationally recognized Berkshire Elite brokerage.
From the Leadership
"Success is no accident. It is consistent hard work, perseverance, learning, studying, sacrifice and most of all, love what you do "
-Dennis Rosas
CCO & PRESIDENT
Our Company Mission
Berkshire Hathaway HomeServices California
Properties is dedicated to increasing our position of leadership in the real estate industry by providing the highest quality and greatest value in service to our buying and selling clients and to our agents
Our success depends upon the efficiency of our operations, upon our contributions to our communities and especially upon the dedication of our employees and agents to serve our customers and help each other
Berkshire Hathaway HomeServices California
Properties is committed to building an open, creative, and rewarding environment for our agents and our employees and assists in their individual development and achievement through productivity
We will practice honesty, integrity, care, and urgency in all aspects of our business
Our Expectation of You
We expect you to provide the absolute highest value services in the industry. That means taking advantage of all of the services that the brokerage has to offer by educating yourself on our programs and services as well as participating in them.
We expect you to have a focus on continuous improvement That means regularly attending our ongoing training sessions as well as seeking out your own additional learning opportunities.
We expect you to be a team player and treat all of our Realtors and staff with respect at all times.
The onboarding process is critical to ensuring that you understand and utilize all of the key contacts, systems and support that we offer as a brokerage.
Onboarding Process
Transfer Phase
The initial steps in the onboarding process are to ensure that you can smoothly operate your business They include license transfer, ordering business cards and signage as well as creating your email and other needed brokerage logins
Key Links & Contacts
Our most important links and contacts can always be found on our Reliance Intranet site
Our Programs
Understanding how our Programs work is the most important part of getting the most from our brokerage Master one before moving in to the next
Tools & Technology
We use a number of different technology tools to help support you Don't worry about being an expert overnight, just get them set up to start
Training & Support
Understanding how and where to get the right help at the right time is critical. Our monthly onboarding webinar is the best place to get started!
Let's get started, one step at a time.
Change can be difficult and we understand that. Make sure to work through this process at your own pace You can always come back and revisit a section if and when you need
Onboarding Top 20 Tasks Checklist
Please note that you have to complete all of your onboarding tasks and notify your manager of its completion.
Meet with your office manager and branch ambassador to set up all your accounts and your branch access, printer, and wifi
Join your branch office Association of Realtors Board. Let your branch ambassador know your assigned MLS ID
Create / update your email signature, voicemail, and professional bio
Optimize your BHHS Resource center profile
Confirm receiving office, franchise and network communications
Complete / update your profiles in all social media ( Facebook, Instagram, LinkedIn, etc )
Announce that you are new Forever realtor with BHHS via social media and Ecard
Take your professional headshot or provide your current one to your branch ambassador to apply to your online profiles
Order your business cards and signage with REprint Source
Set up / update your profiles in Realtor com, Zillow and Homes com ( REsource Center)
Create your business schedule and implement it into your business plan See your manager, CEO or COO to assist you
Connect your social media profiles to SOCI and ACE Social in REsource Center
Create a list of names (SOI, Past clients, friends, family, coworkers etc ) with their information ( phone, email, etc to prepare for upload to your database
Complete the Core 4 Quick Start Training webinars for BHHS Connect powered by BoldTrail
Upload your SOI list to BoldTrail CRM located in the BHHS Resource Center via the BHHS Connect Tile.
Begin 5-5-5-5 (5 texts, 5 phone calls, 5 texts, 5 cards Scripts to be provided)
Determine target neighborhoods for prospecting
Check our weekly live training at https://www.bhhscaprops.com
Connect with Rockpointe Escrow and get to know them to use them in your team
Follow us on Instagram, Facebook, YouTube, or TikTok: @bhhscaprops
Key Links
ResourceCenter-www bhhsresource com -ForhelportoresetyourpasswordcallSupportat(855)422-9052- Hours:Monday-Friday,5:00am-6:00pmPST
CompanyEmailLoginSite:bhhsemails com
CarrionRealEstateAcademy(companyrecordedtraining)www carrionarealestatecademy com-Askyourmanagerfortheregistrationcode
BHHSGlobalwebsite:www bhhs com
CompanyWebsite:www bhhscaprops com
Skyslope WebsiteandTraining:www skylsope comandwww support skyslope com- Forsupportcall(800)504-4117
LiveEasy,ClientConcierge:bhhscaprops moveeasy com
CompanyCalendarTraining:https://www bhhscaprops com/Onboarding-New-Agent
Key Contacts
Key people and resources for your success
Important Contacts
LUISCARRION|OWNER,CEOAND CHAIRMAN
luiscarrion@bhhscapropscom 323-803-9422
DENNISA.ROSAS|COO,PRESIDENTAND BROKEROFRECORD
dennisrosas@bhhscapropscom 562-207-2727
DORIS MEDINA|CHIEF FINANCIAL OFFICER
dorismedina@bhhscaprops.com 562-207-2722
IRIS TONTI | CHIEF TRAINING AND DEVELOPMENT OFFICER iristonti@bhhscaprops com 909-618-8711
PATRICIA VENEGAS | COMPLIANCE DIRECTOR
patriciavenegas@bhhscaprops com 562-945-2221
CRISTINA ROMERO|HUMAN RESOURCES DIRECTOR
cristinar@bhhscaprops com 562-207-2731
LUPE RUIZ| EXECUTIVE ASSISTANT TO LUIS CARRION
lupe@bhhscaprops com 562-307-0465
SUSSIE PERALTA|COMMUNICTIONS COORDINATOR sussieperalta@bhhscaprops com 562-207-2721
BONNIE MURRAY|ADMINISTRATIVE MANAGER License Renewals bonniemurray@bhhscaprops com 562-207-2763
ALLIE DIAZ|MARKETING & TECHNOLOGY alliediaz@bhhscaprops.com 562-207-2761
ASHLEY COVARRUBIAS|COMMISSION PAYABLE ashley@bhhscaprops com 562-207-2726
Our leadership and support team work seamlessly together to support all of our offices and locations. Here are a few of the faces you will get the know in the coming days and weeks.
Our Team
Leadership Team
Luis Carrion, CCIM
Luis manages and directs the company toward its goals and objectives He works closely with executive leadership, corporate staff, branch management and staff to ensure efficency and intergirty of all opertations. Luis is committed to building an open, creative, and rewarding environment for our agents and our employees and assists in their individual d
Dennis Rosas
In 1986, Dennis became both a licensed broker and owner of a real estate company, Home Brokers, Inc of Whittier. Throughout his real estate career Dennis has served on several organized real estate associations, such as C A R and N A R, as a Director, a Vice President, and a President He currently oversees sales and operations of its 16 branch offices.
Doris Medina is responsible for overseeing the financial operations of Berkshire Hathaway HomeServcies California Properties Her duties include monitoring cash flow, managing accounting procedures, working closely with the CEO and COO to incorporate best practices for company finances and coming up with strategic plans to improve the company’s overall financial health
Doris Medina
Team
Iris Tonti
Lupe Ruiz
Patricia Venegas
Meet Your Management Dream Team
Lejon Nall
Victor Qurioz
Nathan Lee
Dan Rozaner Imran Khan
Vivian Yan
John Paul Garcia
Daniel Caban
Angie Sandoval Bernard Moran
Iris Tonti
Dennis Rosas
ESCROW AND TITLE PARTNER
BHHS Resource Center
The Berkshire Hathaway HomeServices Resource Center is an excellent resource for information and updates from the brand, upcoming events, networking conversations between agents, training courses and social media resources.
In the Resource Center you can find Berkshire Hathaway HomeServices award designations and winners, access to support, a full library of brand-compliant and customizable templates for promotional materials (including video) along with Luxury Collection details
You will receive access to the Resource Center in your first week of joining the company.
Set aside time to log onto the site and explore the benefits and informational resources available to you
You can use the Resource Center for ordering business cards, signs, notecards and all branded collateral/promotional materials.
Please make sure that all the information in your Resource Center profile is correct and complete! That information will be reflected in the national BHHS Website and it is essential for your online presence.
Automated Listing Program
Getting your listings featured on the apps and websites buyers visit most
The Berkshire Hathaway HomeServices Automated Listing Program, powered by Chalk Digital, automatically adds your listings to some of the most popular apps and websites in the world The program identifies potential buyers through a combination of past online activity from the likes of mortgage calculators, home listings and search portals plus data-driven analysis An ad for your listing is then placed on the mobile and online destinations these buyers visit most frequently, including:
Automated Listings
AND THOUSANDS MORE!
• New listings will automatically receive a listing ad campaign approximately 48 hours after receiving the data feed from Berkshire Hathaway HomeServices
• Ads will be shown to potential homebuyers within a 15-mile radius of the listing, city, or state on social media, and premium websites both on desktop and mobile
• An email is sent to the administrative lead with the ad that has been automatically created You will be given 24 hours to review, edit and add or modify information If you take no action, the ad will automatically start running after 24 hours from the time the email was sent
• An email with campaign results is sent by the system You can receive this email daily, weekly, or not at all You can also access the dashboard to view and share the reports with your seller
• Allows you to enable sellers to see their own home listing ads while browsing the web and receive ad campaign reporting With the targeting in place via the seller’s email address, sellers will see their listing and their sales professional on the platforms and websites they frequently visit This can also be automated for your office through your transaction management provider
Automated Retargeting
Potential buyers and sellers that visit your BerkshireHathawayHS com webpage will be automatically retargeted with an ad that appears on the platforms and premium websites subsequently visited by the prospect
•The retargeted ads are executed automatically no action is required on your part
•Clicks on company-paid listing ads direct to the listing detail page on BerkshireHathawayHS com, branded with your information and customized with property photos and listing details
•Consumers that click on the retargeting ads will be sent to the network agent’s page All users who click on the ad will go to the same URL as provided in the feed or default feed
Marketing REsource
A powerful suite of marketing tools and assets created exclusively for the Berkshire Hathaway HomeServices network
Marketing REsource is your centralized, convenient location for storing and accessing all your marketing content Its unique benefits and features include:
• Ability to share content across multiple channels, including email, social media, and print
• Mobile/desktop ad builder with many easy-to-use templates for creating daily or monthly ads targeted by address, zip code or city
• Detailed metrics reporting for tracking recipient activity opens, shares, etc
• MLS integration enables you to populate property templates with pictures and text for finished marketing pieces in seconds
• Email distribution lists that can be efficiently created and managed to send eCards and eNewsletters to hyper-targeted audiences
• Integration with Berkshire Hathaway HomeServices back-office contacts
• Drip campaigns for automated emailing
• Print on Demand to produce professionally-printed marketing collateral quickly, easily, and affordably
• Large library of branded, personalized, ready-to-use marketing materials to help you grow your business
• Listing kits that simplify and optimize your marketing process by offering a variety of assets, such as flyers, postcards, eCards, door hangers, and social media posts Additionally, you’ll receive email alerts for your new listings, price changes, and sold listings to help you prepare a new kit quickly and efficiently
As part of its capabilities, Marketing REsource allows you to track the success of each campaign you create Just click on “Library” > “My Library” then choose the campaign you would like to analyze and click “Activity” at the top of the screen
To help you make sense of the campaign analytics page, find below a list of key terms:
Unique Viewers / Visitors The total number of individual recipients who have opened or viewed a specific campaign, regardless of how many times they may have interacted with it
Total Views
Each time a unique viewer interacts with your email by either opening or previewing it in their inbox, the total views count increases This metric tracks the overall number of views for a specific campaign
Total Clicks
The total number of times links are clicked on your email, split into results for each link
Bounced
The email address was bad, and the email could not be delivered Best practice is to remove this email address from your distribution list
Opted-out
The recipient clicked on the opt-out option at the bottom of the email and will no longer receive your emails
Spam
The recipient has marked the email as spam and will no longer receive your emails
Visitors
This is the same as “unique viewers ” S co re
Found via the “Contacts” button on the Marketing REsource homepage, score is determined by the recipient’s interaction with the content, both positive and negative Views and clicks increase the score while bounces, opt-outs and spam reports have a negative impact The higher the score, the better the recipient Lower scores reflect negative interactions with your emails
Listing Kits
Simplify and optimize your marketing process with a range of print and digital assets
Available within Marketing REsource, Listing Kits empower you to streamline your marketing efforts, enhance your brand consistency, and attract more buyers all while saving valuable time Kits include a variety of materials, such as flyers, postcards, eCards, door hangers, and social media posts
To get started, click the Listings tab located at the top of the Marketing REsource homepage On the subsequent page, you will have access to your new, active, and recently sold listings (within the last 60 days) You can then opt to receive email notifications when the following activities occur, prompting you to prepare a Listing Kit:
• New listings
• Price changes
• Sold listings
After selecting a listing or receiving a notification email, the available Listing Kits for that specific listing will be displayed From here, you can select and customize your template, before choosing how to utilize the materials you have created
There are currently 10 Listing Kits to choose from, including both Brand Default and Luxury Default options all of which are editable
Social Media REsource
A suite of valuable social tools powered by SOCi and RISMedia
Social media is such an integral part of today’s real estate marketing As such, we provide every network member with these powerful tools to make managing your online presence simple and effective
Benefits:
• Turn your social media channels into sources of consumer-focused, personalized, localized, real estate and lifestyle information, and grow your prospect pool with each post
• Automate your social media platforms, helping drive impressions and leads to your company and website with minimal manual work
• Increase your brand awareness and build further online credibility
SOCi:
SOCi is an all-in-one platform for managing your social media profiles, allowing you to save time while taking control of your social media presence
• Streamlined onboarding and easy-to-use dashboard
• Connect your Facebook, Instagram, Google Business, X/Twitter, TikTok, and LinkedIn accounts
• Receive branded content that is personalized and localized to your connected social media pages
• Access to a robust branded content library
• Unlimited scheduling of content
• Engage with customers on connected social media pages
• Powerful analytics across all social channels
Social Media REsource
ACESocial:
ACESocial, powered by real estate industry news service RISMedia, delivers custom branded real estate news content automatically to you and your social networks
•Automatic real estate & lifestyle content
posted to your social channels
•Property listings posted to your social channels
•Daily email alert with suggested posts
•Posts link to customized landing pages with your logo, contact information, and photo
•Lead generation form to capture listing inquiries
•Manually post content from Exclusive Library or RISMedia com anytime
•Easy-to-read analytics
Elevate your social media presence today click on Social Media REsource in REsource Center to get started on SOCi and ACESocial
Videobuzz
A faster, easier way to make videos
Today, videos are the cornerstone of all great property marketing strategies With Videobuzz a free platform for all Berkshire Hathaway HomeServices network members you have access to a one-stop platform that allows you to create and share a variety of video formats to elevate your listings and your client communications
Gett ing started:
Note: You can complete this process from a desktop/laptop, iPhone, iPad, or Android device
1 Log in to the REsource Center
2 Click the “Videobuzz” tile on the homepage
Before fi rst using Videobuzz, you will need to activate your account Simply log in to Videobuzz using the steps above and follow the prompts to activate The platform will already be loaded with your details from the REsource Center
Platform capabilities:
•Create engaging content that can automatically be shared to all your social media accounts
•Send personalized video emails
•Gain insights into campaigns from your personal dashboard
Training & Support
We host a support webinar every single week in order to ensure that you are 100% comfortable with all of our programs and services. If you have questions, this is your outlet.
MONDAYS
Company Wide Sales & Collaboration Meeting
Contracts by Iris Tonti
Team Prospecting and Coaching with Lejon Nall
KVcore Training by Inside Real Estate*
TUESDAYS
Advanced Business Class with the CEO
Team Prospecting and Coaching with Freddy Gamboa
KVcore Training by Inside Real Estate*
Team Prospecting and Coaching with Frank Medina Real Estate Success Training Series
KVcore Training by Inside Real Estate*
Mastering Buyer & Seller Representation with Dennis Rosas
Team Prospecting and Coaching with Kathy Salinas
KVcore Training by Inside Real Estate*
Contracts by Iris Tonti
SATURDAYS
Real Estate Success Training Series
BHHSLEARNCENTER
to Berkshire Hathaway HomeServices California Properties
We strive to connect you to resources to elevate your business and personal growth
This New Agent Onboarding session is an introduction to our family of services
NEXT STEPS
MUST Register to attend.
This session is MANDATORY for all incoming new agents They must register within the first 30 days of joining company Sessions are currently available once a month
Need a refresher? Open to seasoned agents to attend
EVERY THIRD THURSDAY OF THE MONTH CHECK ONLINE CALENDAR FOR UPCOMING DATES AND LOCATION. 10:00 AM - 12:00 PM
SCHEDULE AND REGISTRATION LINKS AVAILABLE ON:
www.BhhsCaProps.com/Onboarding-New-Agent
"The secret of getting ahead is getting started."
Mark Twain
Risk Management Support
We think it is essential that all real estate professionals have timely access to quality legal advice.
CRITICAL ITEMS TO BE AWARE OF WHEN OPENING A TRANSACTION:
*Following the items below will ensure your transaction is 100% compliant by company standards and state law. Moreover, it will ensure you get paid in a timely manner!
Connect with your branch manager before or as soon as you open contract with a client. Your manager will review the transaction check list with you so that you are aware of all the required documents, disclosures and reports for your transaction.
You MUST input your new transaction into Skyslope and upload the Purchase Contract or Listing Contract within 72 hours after client(s)sign
Please make sure you upload all required disclosures, reports, and escrow instructions into Skyslope as soon as you receive them Not doing so may delay compliance reviewing your file for completeness and receiving your commission payment
10 days before the close of escrow, the Compliance Director will review your file for completeness The Director excepts for all required items to be uploaded to ensure a smooth review.
Risk Management Support
Forouragentsandtheirclients
Attorney Rod E Fehlman and Real Estate Legal Services® ("RELS") will be providing legal Risk Management services for all buyers and sellers ("Clients") using Berkshire Hathaway HomeServices California Properties
The RELS Risk Management Program is a buyer and seller program extending significant legal services to your Clients both before and after close for a term of 5 years
The RELS Risk Management program works with your new Errors & Omissions insurance to provide integrated legal Risk Management with significant incidental benefits to the Berkshire Hathaway HomeServices California Properties agents and brokerage RELS success rate in preventing lawsuits exceeds 99%.
QUICK RESPONSE
RELS prides itself on providing a quick response to all questions and disputes RELS generally responds to calls and email within 30 minutes RELS responds to emails on Saturday and Sundays as well You will receive a response 7 days a week and 365 days a year
The fee is $150 00 per side on each transaction payable through escrow at close
BENEFITS
RELS extends benefits both Agents and Clients Agents receive the following benefits:
Agents receive the following benefits: Clients receive the following benefits:
E-Mail access to attorney for questions 7 days a week
Telephone/In Office consultation with an attorney concerning problem transactions; Document review, pre- and post closing advice by an attorney
Drafting disclosures and/or agreements between the parties to protect BHHS and Client; Letters as required to resolve problem transactions;
Small Claims Court counseling; Commission Collection Assistance; Mediation under the Residential Purchase and Listing Agreements (agent pays no attorney fees) Written response to local Board and Bureau of Real Estate Complaints (attorney available for hearings for reduced fee).
Telephone/In Office consultation with an attorney concerning problem transactions;
Document review, pre and post closing advice by an attorney;
Drafting disclosures and/or agreements between the parties to protect BHHS and Client;
Letters as required to resolve pre-closing problems;
Letters as required to resolve post-closing problems;
Small Claims Court counseling; Mediation under the Residential Purchase Agreement (client pays no attorney fees);
Team Builder Program
Teambuilder Program
FOR AGENTS AND STAFF MEMBERS
Recruit an agent to our company and you will earn 10% of the office net for the first 3 closed transactions by the referred agent as a bonus.
FREQUENTLY ASKED QUESTIONS
WE’VE GOT ANSWERS!
HOW CAN I JOIN THE TEAMBUILDER PLAN?
It’s easy...just help recruit agents to our company!
HOW CAN I EARN INCOME ON THE TEAMBUILDER PLAN?
*Recruit an agent to our company and you will earn 10% of the office net for the first 3 closed transactions by the referred agent as a bonus.
HOW DO I REGISTER A CANDIDATE FOR TEAMBUILDER?
Simply email your office manager the name and information of the candidate or better yet, set up a face-to-face meeting with the 3 of you to make it happen!
CAN I EARN A BONUS ON MORE THAN ONE PERSON?
Absolutely! There is no limit.
*BOTH the referring agent and the agent referred MUST have their real estate license with Berkshire Hathaway HomeServices California Properties at the time of closing in order for the recruiting agent to be paid the bonus.