Here, you'll GROW | BHHS Florida Properties Group by Berkshire Hathaway HomeServices Florida Properties Group

H E R E ,

YO U ’ L L

An all-encompassing guide to your business with Berkshire Hathaway HomeServices Florida Properties Group

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13 | CELEBRATING YOUR ACHIEVEMENTS 14 | OUR DEPARTMENTS, YOUR PEOPLE 16 | INTERNAL OPERATIONAL EFFICIENCIES 17 | TOOLS TO HELP YOU DO YOUR JOB

49 | LOCAL TRAINING 50 | LOCAL EVENTS 51 | PHILANTHROPHY 52 | NATIONAL EVENTS

LEAD ME TO THE MONEY 54 | BUSINESS DEVELOPMENT & TEAMBUILDER

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55 | COMPANY GENERATED LEAD SOURCES 56 | PROSPECTING SYSTEMS

SUCCESS POSITION YOURSELF FOR

You may hold the title of REALTOR®, but we all know there are so many more titles that you also carry. Being a real estate agent isn’t just selling homes, you have a business to run! Let us help you with that part... the business-running part. We have all of the internal operational efficiencies in place, the tools to help you do your job, the automation and synergy needed to make your job easier, and finally a global brand with local roots to support you every step of the way. Let us show you what we’re talking about. We can talk the talk AND walk the walk.

GROWTH OUR STORY IS ALL ABOUT

Meet Dewey Mitchell and Allen Crumbley - business partners, football champions, and best buds. These guys are more than just successful entrepreneurs, they’re a force to be reckoned with. They’ve got the skills, the experience, and the passion to make it big in the real estate game. They’re not just in it for the money, this company is their family.

They each played football under Coach Bear Bryant at the University of Alabama where they won a National Championship in 1978.

And speaking of family, let’s not forget about our President, Casey Bryan. She’s a multi-talented lady who can do it all - a mom, a wife, a sister, a friend, and a total girl boss. With over a decade of experience in the real estate industry, she’s seen it all and embraced the ever-changing landscape of our industry. But our story doesn’t start with Dewey, Allen, or Casey. No, it goes all the way back to 1959 when we were known as Tropical Realty. Since then, we’ve grown and evolved into Berkshire Hathaway HomeServices Florida Properties Group. We’ve built a solid reputation and made some serious moves in the market. And we couldn’t have done it without our amazing team. From our rockstar leadership to our dedicated staff, realtors, and loyal customers you’re the reason we’ve flourished and grown over the years. So join us on this journey of growth and success. We’re here to help you build your dream business and hit your goals. Let’s make moves together!

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MORE THAN

50,000 ASSOCIATES

OVER

1,500 OFFICES

ASIA UNITED ARAB EMIRATES INDIA

EUROPE GREECE ITALY PORTUGAL SPAIN UNITED KINGDOM

NORTH AMERICA CANADA CAYMAN ISLANDS MEXICO THE BAHAMAS UNITED STATES

SOUTH AMERICA ARUBA

THE GLOBAL BRAND

FINANCIAL STABILITY OF THE BRAND Warren Buffett was quoted saying, “You will gain from the strength of those around you. To me it’s an obvious choice, who else in the real estate brokerage business has the resources of a company that has almost $200 billion dollars in net worth? Get on a train that’s going 80 miles an hour. Don’t get on one that’s stuck on a sideline”. Being affiliated with a leading company and one of the most respected brands in the nation, comes with greater responsibility. Responsibility for us to constantly raise the bar, perform at a higher level and take pride in our parent company. We have instant clout when we meet with a customer for a Marketing Presentation or begin working with a new buyer. In addition to the name recognition, the respect of our peers and global exposure, we have industry-leading tools, systems and support from HomeServices. A BRAND WITH A GOOD REPUTATION Your partnership with Berkshire Hathaway HomeServices affords you even more bragging rights. Led by chairman and CEO Warren Buffett, Berkshire Hathaway is the eighth leading public company in the world. Some other Berkshire Hathaway companies include:

GEICO Duracell Dairy Queen Fruit of the Loom Helzberg Diamonds

NetJets Kraft Heinz Co. American Express Pampered Chef Coca-Cola Co.

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OUR LOCAL B R A N C H LO C AT I O N S 1

HOME OFFICE/ COMMERCIAL 7916 Evolutions Way, Ste 210 Trinity, FL 34655 727-847-6556

TRINITY

PORT RICHEY

BROOKSVILLE

NEW TAMPA

LAKELAND

BRANDON

RIVERVIEW

SOUTH TAMPA

BUSCH BLVD.

CARROLLWOOD

3126 Little Road Trinity, FL 34655 727-847-4444

9108 US Highway 19 Port Richey, FL 34668 727-849-9400

15423 Cortez Blvd #3 Brooksville, FL 34613 352-688-2227 CENTRAL FLORIDA LOCATIONS

26771 SR 56 Wesley Chapel, FL 33544 813-907-8200

740 S. Florida Ave Lakeland, FL 33801 863-701-2350

3228 Lithia Pinecrest, Ste. 102 Valrico, FL 33596 813-643-9977

11444 US Highway 301 S Riverview, FL 33569 813-694-7505

4950 W Kennedy Blvd, Ste 300 Tampa, FL 33609 813-251-2002

1046 W. Busch Blvd. Suite 300 Tampa, FL 33612 813-933-1761

13131 N. Dale Mabry Hwy. Tampa, FL 33618 813-908-8788

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EAST LAKE

COUNTRYSIDE

CLEARWATER BEACH

BELLEAIR

301 Woodlands Pkwy, Ste 1 Oldsmar, FL 34677 727-331-8250

2539 Countryside Blvd, Ste. 3 Clearwater, FL 33761 727-799-2227

136 Island Way Clearwater Beach, FL 33767 727-754-2040

321 N. Indian Rocks Rd., Suites A&B Belleair Bluffs, FL 33770 727-461-1700

NE ST. PETE

ST. PETE BEACH

SEBRING

SEBRING COUNTRY CLUB

2300 4th Street North St. Petersburg, FL 33704 727-822-8686

7500 Gulf Blvd. St. Pete Beach, FL 33706 727-368-0500

131 US Highway 27 N Sebring, FL 33870 863-402-5700

4800 Haw Branch Road Sebring, FL 33875 863-382-6575

INDICATES A LOCATION FOR COMMERCIAL AGENTS, TOO

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OUR BRAND PROMISES. By choosing to be a member of our team, you’re agreeing to carry out our brand promises in all you do. This means being committed to putting relationships above transactions. In order to do that, we are asking each team member to commit whole-heartedly to our eight brand promises listed below.

OUR VISION To forever serve our communities by creating lifetime relationships and legendary experiences throughout our customer’s financial and Real Estate journeys.

OUR MISSION

To be legendary.

To make communicating with every customer a top priority at each opportunity, even when it might seem we have nothing new to tell them.

2. To be their Forever real estate advisor even when they’re not actively buying or selling. 3.

To take full ownership over the trust they’ve placed in us and act accordingly.

To never leave any doubt that we are placing their best interest above all else.

5. To truly listen to what they’re telling us so they get personalized service. 6. To walk through their journey alongside them, as their partner. 7.

To exert a level of skill, knowledge and expertise so at every interaction they feel like they’ve chosen a Real Estate Genius.

8. To never put them in a position to doubt we have the highest integrity in all that we do.

T. I . P. E { T E A M W O R K | I N T E G R I T Y | PA S S I O N | E X C E L L E N C E }

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OUR ISMS What is an “ism”? That’s a great question. Isms are phrases we believe in and embody in everything we do.

Relationships first. No exceptions. No excuses.

13. You take yourself with you wherever you go.

2. How people FEEL about us matters more than anything.

14. The right decision isn't always the easiest one.

3. If someone cares enough to ask, care enough to answer.

16. Progress is better than perfect.

15. Make a mess to make a masterpiece.

4. If you can't love your job, pick another one.

17. The person needing you is the most important person.

5. There is always a better way.

18. Small steps lead to giant leaps.

6. It works if you work it.

19. A party of one sucks.

7. Authenticity doesn't have a uniform.

20. Set the bar so high you are the only option.

8. Be the reason people smile today.

21. Rocking chairs were built for more than just sitting.

9. If you're fortunate enough to be blessed, bless others.

22. Take the appointment; give them the time.

10. A victory is a victory, no matter the size.

23. Don't be perfect, be accountable.

11. Get out of your bubble. Your perspective is limited.

24. The high road is the only road.

12. Be BOLD, take chances, and do something to be remembered for decades.

26. Be curious, don't be afraid to ask.

BONUS You can incorporate our Isms into your social media calendar! We’ve got customizable templates for our isms and brand pormises within MADI, a belovd marketing and design tool.

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25. FRIENDLY opposition is required.

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GETTING A LICENSE I N T H E S TAT E O F F LO R I DA TO OBTAIN A LICENSE: 1.

Enroll in and complete a 63-hour pre-license course– These classes are offered in-person or online to fit your schedule and learning style. You must pass class exam upon completion. We even have a way for you to complete your couse online through our partnership with The CE Shop {bhhsfl.theceshop.com}!

2. Obtain Electronic Fingerprints with any approved Livescan Vendor– Find an approved vendor and FAQ’s at www.myfloridalicense.com/DBPR/fingerprinting/. The Fee will vary by vendor. 3.

Create an account and submit an application on DBPR– You will need to complete an application for licensure with your current information. This can be done at www.myfloridalicense.com.

Enroll for and Pass State Exam– You will enroll with Pearson Vue to take your proctored exam. You must pass with a 75 to activate your new license.

5. Activate your license– Notify us once you’ve passed and we will activate your license online and confirm your affiliation with Berkshire Hathaway HomeServices Florida Properties Group. 6. Complete your post license course– Within your first year of being licensed, you must complete a 45-hour post-licensure class. NEW AGENT EXPENSES: The following expenses are meant to be a guide and are based upon current costs and are subject to change. Board dues and MLS membership fees are pro-rated during the year. Use these as a way to estimate your startup expenses. Pre-License Expense: $474 - 600 Includes: Pre-license Course, Exam Fee, License Fee, Fingerprints/Background Check Berkshire Hathaway HomeServices Florida Properties Startup Fee: $150 Includes: Professional Headshot, Business Cards, Name Badge, Personalized Notecards, Digital Announcement of Affiliation, Personalized Sign Panel & Metal Frame, Personal Bio & Resume Templates, BHU and Tech Setup (email, website, app) Post-License Expense: $1,014 - 1,256 Includes: Professional Board and Association Dues, Lockbox System and E-Key, Multiple Listing Service and Post-License Education

*Total Expenses: $1,538 - 2,006 *Numbers are approximate and are subject to change

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GROUP HEALTHCARE Y E S , G R O U P H E A LT H C A R E I S P O S S I B L E A S A R E A LT O R ! Berkshire Hathaway HomeServices has been working with Dergalis Associates and BenAdvance to facilitate access to a health insurance plan that is available to you as we understand the challenges of finding and obtaining quality health insurance. Through BenAdvance, a partner of Dergalis Associates, multiple group healthcare plans are now available!

CALL 866-409-1349 TO ENROLL IN A GROUP HEALTHCARE PLAN TODAY! BenAdvance and Golden Years are available during normal business hours 8:00am-5:30pm EST Monday-Friday to take calls and enroll agents.

IMPORTANT DETAILS OF THE OFFERINGS • There are several plan options available: Two with flat rates meaning there is one fixed rate no matter your age. This plan is available in all states. The other plan offering is an age rated plan that is best for anyone under the age of 45. This plan is NOT available in all states. • The flat rate plan is an association plan through Elevate to Wellness and enrolled by BenAdvance. You must join a special purpose union New York Local 714 in order to gain access to the association. The association charges a one-time fee of $125 once you are accepted and the union charges monthly dues of $20 of which you receive a separate benefit from see details. The age rated plan is offered through Golden Years. • You must be a self-employed REALTOR and have a Federal Employer Identification (FEIN) to join the BenAdvance plan. If you don’t have a FEIN we have included instructions on how to obtain easily online at no cost. The FEIN is not required for the plan offered through Golden Years. • These plans are medically underwritten so not everyone who applies will be accepted. Do not change or cancel any current coverage till your new coverage is in place. • You must apply, be accepted and enroll by the 18th of the month in order to start coverage on the first of the following month.

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ADDITIONAL BENEFITS COMING DENTAL VISION LIFE INSURANCE RETIREMENT PLANS TAX SAVINGS LONG & SHORT TERM DISABILITY

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F R E Q U E N T LY A S K E D Q U E S T I O N S HOW MANY PLAN OPTIONS ARE THERE? There are 8 plan offerings through BenAdvance and Golden Years which have flat rates: three with Cigna PPO, and three plans with Blue Cross and are available in all states. Additionally, there is one plan offering through Golden Years which is age rated and not available in all states. Over age 65 will be directed to Medicare plan options. BenAdvance also offers individual telemedicine options. WHO DO I CALL TO COMPARE PLANS AND RATES AND START THE ENROLLMENT PROCESS? Call 866-409-1349. You will be redirected by age to the proper plan administrator. If all lines are busy or if it is after hours or on the weekend, please leave a message and they will return your call within 24 hours Monday through Friday. Note our call center is EST times open 8:00am-5:30pm. WHO DO I CALL FOR QUESTIONS ONCE I ENROLL? All contact information as well as important plan information will be mailed to you in a welcome package once you enroll and are accepted. ARE THE PLANS GUARANTEED ISSUE? No, you must call and speak to a licensed agent to complete a questionnaire and be prescreened. The carrier has the right to decline you based on health issues. It is important to keep in mind that being underwritten protects the longevity of the plan. Do not cancel or amend current coverage until you have new coverage bound. WHAT IS REQUIRED TO JOIN THE PLAN? For plans sold by BenAdvance you must be a selfemployed REALTOR and have an EIN number. If you do not have an EIN number, we will provide you the instructions on how to obtain one free of charge and easy to obtain online in minutes. This is a special purpose EIN and will not create additional tax filings by you. If you are an LLC, S Corp or C Corp and already have an EIN you can use it to enroll in the plan. For age rated plans sold by Golden Years an EIN number is not required. IS THERE AN OPEN ENROLLMENT PERIOD? No, you can join anytime, but applications must be accepted by the 18th of the month to be effective the 1st of the following month. If you miss that date your enrollment will be effective the 1st of the next month which will be approximately 6 weeks later. Note deductibles do not carry over from previous coverage.

WHAT ARE THE COSTS ASSOCIATED WITH JOINING THE PLAN? For plans sold through BenAdvance there is a onetime set up fee of $125 that is paid to Elevate to Wellness which is the association that provides the plans. In order to gain access to the plans you must join a special purpose union and pay monthly dues of $20. A portion of the dues will be credited to your and will come back to you at retirement. In addition, you will be receiving life insurance coverage included with your application. See benefit summaries for more information. For plans sold through Golden Years there is no setup fee or monthly dues required and no life insurance benefit included. DOES THE PLAN INCLUDE PRESCRIPTION DRUG COVERAGE? Yes. For more information please speak to a licensed agent. WHEN DOES THE PLAN RENEW? AND WHAT TYPE OF INCREASES HAS THE PLAN EXPERIENCED? January 1st is the annual renewal date. You can expect your renewal information to be mailed to you mid to late November. While no one can predict renewals, the plan has thousands of enrolled members and has experienced only a very small increase the last several years. Should a rate increase ever be necessary, the rate change would take effect January 1st. CAN I DEDUCT PREMIUMS FROM MY TAX RETURNS? As a self-employed individual or company, you may be eligible to deduct your premiums. Please see your CPA or tax preparer for tax advice. IF I HAVE A TEAM, CAN MY TEAM MEMBERS ALSO GET COVERAGE UNDER THIS PLAN? For BenAdvance plans as self-employed independent contractors each realtor needs to have their own FEIN. If a realtor has an existing FEIN and employs administrative staff, the administrative staff can apply for coverage so long as the employer-realtor applies for and obtains coverage. If the employer-realtor either does not apply or applies and is denied coverage, your administrative staff will not be able to obtain coverage under this plan.

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WHAT YOU GET FOR YOUR AGENT SERVICES FEE Your agent services fee goes to bundled services to keep you online and in business. Florida Properties Group charges an Agent Services Fee (ASF) one time monthly which covers the systems, tools, and services needed in today’s fast-paced real estate industry. Below is an overview of some of those items. CUSTOMIZABLE WEBSITE • Agent.BHHSFloridaProperties.com • Full IDX and mobile integration

DOTLOOP • Full transaction management • Online Real Estate form access and E-Signatures

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM • kvCORE: Platform to manage your client relationships

USE OF ALL FLORIDA PROPERTIES GROUP OFFICES

PERSONAL FLORIDA PROPERTIES GROUP EMAIL • Agent@BHHSFLPG.com email platform LOCAL INTRANET- CABERNET CORNER • One place to access all your tools and resources IBUYER PLATFORM • Alternative selling option for your sellers through QuickBuy™ BUYER RESOURCES • Concierge service for your buyers to help with turning on their utilities through Utility Helpers • Leasing option for qualified buyers through Home Partners of America BERKSHIRE HATHAWAY HOMESERVICES RESOURCE CENTER • National Learn REsource • Seller and Buyer Marketing Platform and Resources • Digital Action Plans, campaigns, and newsletters COACHING, TRAINING & EDUCATION • In-Person Berkshire Hathaway HomeServices University • New Homes Specialist Training Course • Weekly Webinars and On-Demand Videos • Continuing Education and Designation Advanced agent training MULTIFUNCTION DEVICES • Full Black and White copies in all offices • Full-color copies in all offices • Scan to Email Feature

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CUSTOMIZED TO YOU FOR SALE SIGNAGE CLIENT TESTIMONIALS • Testimonial Tree AGENT SERVICE CENTER • Spam Filter and Fraud monitoring • Common Area Computers with Microsoft Packages • Full-time technical support staff MARKETING • 50 Just Listed Postcards • Company paid local Print Ads (varies per market) • Professional Head Shot • Wallstreet Journal Online listing distribution • Online advertisement and recognition • Chalk Digital, kvCORE: CORE Listing Machine, kvCORE: CORE Present, MAXA, Real Mailers, Videobuzz and Xpressdocs Partnership • Open House App (kvCORE) • Social Media advertisement and resources • Luxury Division branded marketing collateral • Printed Buyer and Seller Guides • Custom Branded Berkshire Hathaway HomeServices Florida Properties Group materials • Tampa Bay and real estate specific stock photography • Digital Spanish Buyer and Seller Guides • Printed Spanish Presentation Covers and 6 Step Guides NEW CONSTRUCTION BUSINESS PARTNERSHIP • Allows you to earn 1% more on Berkshire Hathaway HomeServices preferred builder partnership sales (with designation)

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W E C E L E B R AT E YO U R AC H I E V E M E N T S W I T H YO U. This business can be as equally exhausting as it is rewarding. We know the time and energy you spend to maintain your business and achieve high levels of success and there’s absolutely nothing we love more than getting to celebrate you and your success.You will be recognized and invited to our exclusive Awards Banquet for your achievements. If you acheive Top 25 Status or better, you’re honored and recognized at the annual National Sales Convention.

The first major milestone on your way to success.

The next stop on your journey of success.

You have made it to a group of elite agents.

$75,000 Total GCI or 25 Residential Units

$120,000 Total GCI or 35 Residential Units

$185,000 Total GCI or 50 Residential Units

This level is reserved for those with grit- Kudos to you for making it!

This means you’re the top 1% of all agents within the network!

The climb to the top was worth it, right?!

$750,000 Total GCI or 150 Residential Units

$500,000 Total GCI or 100 Residential Units

$280,000 Total GCI or 70 Residential Units

This is the real estate equivalent to having a star on Hollywood Boulevard!

Now that’s impressive!

You Did It- You are the Best of the Best.

Agent or Team achieves Chairman’s Circle for the 5th, th 10 , 15th, 20th, 25th, or 30th time.

Top 25 Agents, Small, Medium, Large Teams in the entire Network

Top 5 Agents in the entire Network

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SUITE OF SERVICES We have developed a suite of services for you to partner with to guide your clients through the home buying and selling process. Think of these providers as your new business partners or additional revenue stream.

CAPSTONE TITLE

PREFERRED LENDING SERVICES

Our in-house title company has Closers assigned to each of our offices to assist you and your customers with any and all title insurance needs! Having a trusted and reputable company at your fingertips that is located in your office makes for a smooth closing for your customer and you.

Our in-house lending company has Loan Officers assigned to each of our offices to assist you and your customers with any and all lending needs! They will take the time to talk to your customers one-on-one and listen to their concerns and goals and make sure every question they have is answered.

2-10 HOME B U Y E R’ S WA R R A N T Y

NEW HOMES DIVISION

Give your customers peace of mind when purchasing their new home with 2-10 Home Buyer’s Warranty! Our partnership with 2-10 HBW allows you to provide legendary service to both buyers and sellers!

Who wouldn’t want to earn an extra 1% commission at closing? You have that opportunity with Florida Properties Group New Homes Division! Get personalized training to learn all there is to know about the new home builders and processes in your area! Once you’re certified, you get to start earning up to thousands of dollars more on any of our Preferred Builders!

COMMERCIAL DIVISION

PROPERTY MANAGEMENT DIVISION

Commercial real estate is a different beast! So if you stumble upon an opportunity that you don’t feel you have the expertise to handle, we have a team of licensed professionals that focus solely on servicing our Commercial Clients. Feel you can handle the opportunity? That works too- they are here to help!

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Is your client not quite ready to sell? You can earn a referral fee and know that your customer is in great hands with our FullService Property Management team! Then, when they are ready to sell… YOU get your listing back!

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YOU’VE GOT “PEOPLE” FOR THAT. From marketing to relocation to coaches and agent ambassadors, you’ve got a team abundant with knowledge, talent and passion to help you succeed! MARKET PRESIDENTS AND DIVISION DIRECTORS Your Market President is your go-to resource. Your coach. Your mentor. Your business partner. They are there for you to lean on when you have questions. They are there to coach you to be the best CEO of your business you can be. AGENT AMBASSADORS Each office has a dedicated Agent Ambassador (branch administrator) who is there to help you! These people wear many hats to make sure you and your customers are well taken care of. From answering the phone to entering your listings into MLS and so many other things in between – you can lean on them and they’ll be there to help with a smile! DIRECT BUSINESS We understand the importance of infiltrating Tampa businesses to help bring awareness to the various ways we can help them and their employees, which ultimately drives quality leads back to our team. We have a person dedicated to corporate outreach who personally connects with executives and HR Departments. She spends hours each week cold calling, presenting value and staying in touch with corporations currently in Tampa and those looking to open up in Tampa to make sure we are the Brokerage of choice for all their employees. BUSINESS DEVELOPMENT We have an entire team that is constantly cultivating relationships with hundreds of lead sources, brokerages and agents internationally. This allows us to constantly help add residual income to you and your business. We partner with qualifying agents within our company who want to take advantage of these additional opportunities to help them grow their business and their sphere of influence. IT DEPARTMENT An in-house IT Department is crucial to making sure your technology is functioning and efficient. Submit a request to servicedesk@bhhsflpg.com for all of your technology needs! ACCOUNTING DEPTARTMENT The accounting department is a pivotal part of our team as they process ALL the things. Whether it’s making sure you get paid quickly or helping you setup and maintain utilities for REO properties, our accounting department takes pride in being a critical piece of our full-service model.

RENTAL ACCOUNTING We have an entire team dedicated to handling all rental accounting needs. Owners, Tenants and Agents can rely on our strict adherence to all laws and regulations as they pertain to Trust Accounting and to provide accurate, transparent handling of all funds. Our Team disburses rental proceeds, agent commissions, collects and remits taxes to the state for vacation rentals and helps our Foreign Investors meet their reporting requirements. HOME OFFICE ADMINISTRATOR First impressions are everything! Our home office administrator is usually the first voice many call-in clients hear delivering a killer first impression and superior service. She helps connect customers directly to you quickly and makes sure they leave her hands taken care of. COMPLIANCE DEPARTMENT We are in a contracts-driven industry. There is nothing more important than making sure we are protecting our customers by being highly trained and extremely thorough when it comes to this segment of our business. Wouldn’t you agree? In an effort to protect you and your license, we have a compliance department that oversees all of your documentation to keep you in compliance with state and federal laws and your E&O insurance policies and to make sure you’ve done everything possible to deliver the highest standards to your customers. MARKETING DEPARTMENT The marketing department is here to make our brand presence known throughout the Tampa Bay and Central Florida area! Their work means you look awesome in the eyes of customers when you are meeting them for coffee, at your child’s sports practice, or at a marketing consultation to sell their home! While they work mainly “underground” to make us a household name, you’ll see their work everywhere!

• • • • • • • •

Company branding Company design Company social media PR and content creation Company events Agent Help Site Web Videography

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I NTERNAL OPERATIONAL EFFICIENCIES There’s a lot more to running a real estate business than just having a real estate license – although that is a main component!! To run a successful business, there are a lot of little things you need to have in place. All those little things sure can add up quickly! From items in the workplace such as printers and scanners and dedicated conference spaces with web-conference capabilities to the digital essentials like a full IDX feed to your website and a comprehensive listing syndication, we’ve got this and more ready for you to use!

THE WORKPLACE ESSENTIALS PRINTERS & COLOR COPIES Print or make copies of your documents, flyers, and other marketing collateral in full color at no cost to you. BINDING MACHINES Print and bind your presentations using the provided presentation covers and plastic combs. HIGH SPEED INTERNET Each office is equipped with high-speed internet to make sure you can conduct your business. E-FAX Our e-fax capabilities allow for faxes to be received via email. We bring an outdated technology into the current century!

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PERSONALIZED COMPANY PHONE NUMBER You’ve got access to a personalized company phone number that can be forwarded directly to your cell phone so you’ll never miss an opportunity or a call!

VIDEO CONFERENCING Each conference room has a flat screen television with video conferencing capabilities to host customer meetings or join in on a company-wide training webinar.

SPAM FILTER & FRAUD MONITORING When using your personalized @bhhsflpg.com email account, we have a spam filter and fraud monitoring system to make sure both you and your customers are safe when corresponding online.

OFFICES & WORKSTATIONS Each of our offices has a unique blueprint, where there are a mix of private offices, workstations and open space available for you to have a designated place to work.

CONFERENCE ROOMS Every office has at least one conference room for you to invite customers in for a presentation or a meeting.

GROUP E&O We’ve got you covered. Our professional standards of excellence include Errors and Omission insurance coverage for you and

your business to protect against claims of liability. The cost is $325 annually. Our E&O insurance helps in case of: work mistakes and oversights, undelivered services, accusations of negligence, missed deadlines, customer injuries or property damage, employee injuries, damage to business property, and employee discrimination lawsuits. While you work to deliver the best service and experience to your customers, we work to keep you protected! DIRECT DEPOSIT Get your money quicker! We offer direct deposit for you to receive your commission income as quickly as possible.

POSITION YOURSELF FOR SUCCES S

THERE’S A TOOL FOR THAT. We provide all of our associates the latest innovative systems, tools and resources to help them run a turnkey business at the highest level without having to invest their own hard-earned dollars on systems critical to operating their business. From customer relationship management, to marketing systems, to website support, to lead generation systems, to transaction management to social media management – we’ve got you covered! Plus, since we are a full-service brokerage, there are additional tools that are available to you in certain niche markets, like commercial and property management! G-SUITE Each agent is equipped with a G-Suite account, which is an integrated suite of secure, cloud-native collaboration and productivity apps powered by Google AI. Includes Gmail, Docs, Drive, Calendar, Meet and more. ROBUST INTRANET SITE This intranet site is your main go-to when doing anything with your business. Whether that is prospecting for sellers, marketing to buyers, adding to your database, needing to get to a tool, you will go to Cab Corner first. We made sure that anything and everything you’ll ever need is in one place so you don’t have to keep 12 bookmarks to 12 different places. COSTAR & LOOPNET MEMBERSHIPS Marketing a commercial property and searching for them goes further than just the MLS. We have memberships with CoStar and Loopnet, two of the top commercial listing databases to make sure commercial properties are marketed to the largest net of customers. PROPERTYWARE FOR PROPERTY MANAGEMENT PropertyWare allows you to manage multiple properties with ease. Our rental accounting software helps you easily handle all the details of your day-to-day business. This very robust system stores our entire library of leasing and property management documents and also gives you instant access to owner and tenant information, property details, leases, ledgers and work orders for all of the properties you manage in one safe, secure platform.

TENANT AND OWNER DASHBOARDS The PropertyWare tenant and owner portals provide secure, instant access to the information they need most, 24/7 and gives you a convenient way to maintain two-way communication from any device. Owners will enjoy realtime visibility into the performance of their investments. For tenants, life is easier with the convenience of online rent pay and communication features which allow tenants to submit their maintenance requests or contact their Property Manager. SEASONAL PROPERTY MANAGEMENT SOFTWARE Tampa Bay is a vacation destination year-round and assisting all those visitors is easier when you can market, book and manage from your phone. Our seasonal software gives you the flexibility to easily assist all those travelers that visit the Bay Area, while you are on the go. Our software links to the most popular booking sites, offers a calendar that you control and allows you to schedule cleaning, address amenity requests and tend to repair needs quickly.

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PROMOTING YOU, YOUR BRAND, AND YOUR LISTINGS Presentation MATTERS. We realize that not everyone is a graphic designer, or a photographer, or a web designer. That’s why we provide you with completely branded, creative, fun, and informative marketing materials! Our goal is to make YOU look good, always. Making your customers experience top notch, is what will separate you from the average Joe agent. Not only do we provide marketing materials… but we also have notecards, email templates, luxury kits, and so much more – all available at your fingertips! Sometimes it’s the little things that mean the most. Relationship first… transaction later.

The overall feeling of our company culture is amazing. I feel well taken care of and that my voice is heard.

- TAMMY WAUGH, THE WAUGH GROUP

QUICK GLANCE

MARKETING & PROMOTION

Discover the ultimate marketing tools for running your real estate business successfully. With just a quick glance, you can gain access to all the resources you need to thrive in the marketplace. AGENT WEBSITE Your home page has a property search bar front and center, so consumers can go straight to listings! You have the ability to add custom pages, widgets, customize the navigation, create squeeze and landing pages all in one place. BHHSFLORIDAPROPERTIES.COM Gives you the latest data available on all properties for sale or rent within the MLS. It also provides home selling and buying resources. Search the complete Tampa bay and central Florida home inventory from anywhere by web, mobile or app! BRANDDED MARKETING PIECES Through MADI, Marketing Resource and Xpressdocs you have access to topnotch print and digital marketing pieces. These greeting cards, flyers, brochures, and more can be printed, mailed, posted, or emailed. BUYER & SELLER GUIDE We provide you with two separate printed & digital guides for your buyers and sellers. These marketing materials are a complete guide for your buyer and your seller with steps to take during the transaction process. A Spanish version of each is also available in a digital format.

HOME PARTNERS OF AMERICA Home Partners of America offers a Lease Purchase Program and is committed to making homeownership a reality for more people, meaning your buyers! IBUYER PLATFORM We’ve partnered with QuickBuy® to offer your customers an alternative to the traditional sale with an iBuyer platform. You can provide optimum service by allowing your sellers to enjoy the certainty and convenience of an immediate offer with your guidance and expertise. KVCORE: CRM An all-in-one productivity platform and CRM. It features an industry leading CRM, your agent website, listing management, marketing automation, lead generation, and much more. KVCORE: CORE LISTING MACHINE Take the time and hassle out of promoting your listings with a beautifully automated listing marketing suite. KVCORE: CORE PRESENT CORE Present combines streamlined CMA generation capabilities with fantastic presentation tools for a seamless flow for both you and your customers.

CHALK DIGITAL Receive a 1-week digital advertising campaign for every new listing – the ad will automatically be created when you list the property, and it will be shown to potential homebuyers within a 15-mile radius of the listing on social media, premium websites and mobile apps.

KVCORE: ESTIMATED HOME VALUES Your customers can instantly see estimated home values, at any time. This tool uses automated data modeling techniques to provide your client with three different estimates but is intended to drive the business back to you, their professional.

CLIENT TESTIMONIALS We provide you with a way to collect client testimonials and reviews to fuel your real estate business.

KVCORE: MARKET REPORTS Gain valuable insight into the market by enabling market activity reports. Keep homeowners updated on the value of their home and keep potential sellers informed.

CUSTOMIZED FOR SALE SIGNS For sale signs never looked so great! We provide you with your initial order of For Sale signage for your listings to reduce your expenses and assist in the highest lead capture. DOTLOOP No more frantic trips at midnight or contracts on the hood of your car. This platform allows you to provide convenient service for your customers with the ability to secure electronic signatures.

KVCORE: OPEN HOUSE APP The open house app works on mobile devices and lets you connect right away or upload later. It automatically generates sign-in using MLS# and tags those who sign-in. It adds leads to smart campaigns and sets up search alerts automatically. KVCORE: PROPERTY SEARCH ALERTS Consumers can search, save and view homes for sale from their computer or mobile device. Market watch then tracks buyer’s activity and market activity for your sellers.

KVCORE: SELLER REPORTS Allows you the ability to set up a seller to receive listing activity reports or set up a potential seller to receive a market activity report letting them know exactly what is happening with the value of their home. LUXURY MATERIALS & BRANDING Garner luxury listings and market them with the power of a global brand. We offer a luxury kit of materials for you to market to these property owners plus additional resources to get the property sold. MADI - POWERED BY MAXA MADI is your go-to gal for all things marketing and design related! She is powered by MAXA Designs. MADI offers hundreds of customizable designs to support your marketing efforts, whether it’s personal branding, listing promotion, social media, digital or printed collateral! PERSONAL PROMOTION You can get started with us on the right foot PLUS take advantage of all the resources we have availble for you! POSTCARDS We will mail 50 just listed postcards to homes surrounding your listing at our expense to help you with your marketing efforts. SOCIAL MEDIA MANAGEMENT Tools and custom content to help you manage your Facebook and other social media platforms to stay relevant in today’s changing market. UTILITY HELPERS We offer a concierge platform to assist your buyers with negotiating the best price and turning on their utilities at no additional cost to you or your customer! VIDEOBUZZ Instantly weave together interviews, videos, photos, music, and more. Create marketing, social media or topic-specific high-quality videos or use it to create a professional virtual tour for your listings.

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AGENT WEBSITE Get ready to level up your real estate game with kvCORE! Our industry-leading website platform is packed with all the bells and whistles to help you capture more leads than ever before. Say goodbye to missed opportunities and hello to unstoppable success. It’s time to stand out from the competition and make your mark in the real estate world.

K E Y F E AT U R E S HOME PAGE Your home page has a property search bar front and center, so consumers can go straight to listings! REGISTRATION PROMPT Visitors to your website will have a certain number of clicks or interactions with listings before they’ll be asked to register and create an account. These settings can be adjusted within your account.

HOME PAGE WIDGETS

Your home page has different customization options available! Choose from a selection of preconfigured widget layouts or build your own and decide on their order on the page.

PROPERTY CAROUSELS Multiple options are available for including property carousels on your home page. CUSTOM PAGES Create your own content to showcase your business and your specialties! By default, they’ll appear under resources but you can customize your navigation. CUSTOM NAVIGATION After adding your custom pages and categories to your website, you can then attach them to the main navigation on your kvCORE website.

SITE CONTENT

Options for custom site content include your testimonials, Service Area SEO pages, and the ability to create as many custom pages as you’d like!

This is done in your Web & IDX settings after your pages are added. You cannot set up your navigation options until the pages or categories you want have been created. CUSTOMER ACCOUNT Once consumers register on your site they can access their account and view and edit saved searches. Changes you make will appear for the consumer in their account area, and changes they make will appear on the Alerts tab on their contact record.

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BLOG

Your new KvCORE website has a fully integrated blogging option! Create your own articles for use in marketing campaigns, sharing on social media, including in email newsletters and more!

MARKETING & PROMOTION

COMPANY WEBSITE Our local website, bhhsfloridaproperties.com, offers consumers a wealth of information including an intricate search function, our full suite of services, and access to a directory of our agents and the offices they work from.

FULL IDX FEED TO PERSONAL WEBSITE From your company-provided custom website, consumers will have direct access to search, view, save, and schedule showings for ALL listings listed by every agent in three major Multiple Listing systems. This means your website becomes a one-stop shop for their property searches and positions you as their expert agent who can deliver the entire inventory of properties available in the market direct to their mobile devices, laptops or home computers. TRI MLS SEARCH OPTION Searches on your agent website pull the inventory from three major MLS systems in the Greater Tampa Bay area: StellarMLS.com (Mid Florida Regional MLS) Heartland Association MLS and Hernando County MLS. This means your buyers have access to everything on the market and never have to settle for something less! KEYWORD ANALYTICS FOR SEO/LEADS We strive to be seen! The more traffic our website receives, the more leads we’re able to give our agents. For that reason, we’re constantly reviewing popular search terms and adjusting content on our website to ensure we’re as visible as possible. BLOG Our local blog, Real Estate-ish, is a resource for consumers and agents alike. It features articles for agents to share with their customers via social media or email.

CONSUMER FACING DOWNLOADS Consumers want instant gratification, so we have made a few of our resources available for them to download directly from our blog. COMPANY PR We are all about sharing the good news! That’s why we make sure to send out our press releases to the top sites to get the best traction. LISTING SYNDICATION We make sure your listings are seen as much as possible. You worked hard to garner that listing… so let’s make sure it gets seen! All of your listings will automatically be syndicated to the below list without you having to do anything! • Berkshirehathawayhs.com • Zillow.com • Trulia.com • Wsj.com • Europe.wsj.com • Asia.wsj.com • Mansionglobal.com • Mansion Global WeChat Channel • Juwai.com • Propertylistings.ft.com (Financial Times)

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BRANDED MARKETING PIECES We know when it comes to the presentation, you need to have the materials ready for you to use that reflect the integrity of the Berkshire Hathaway HomeServices brand AND makes you look really good. From Buyers and Sellers Guides {in English and Spanish} to Presentation Covers to checklists, we’ve got you covered. MARKETING FOLDERS & PRESENTATION COVERS Whether it’s a coil bound CMA or a pocket folder of important documents, we have sleek, branded Marketing Folders and Presentation Covers for you to use no matter the occasion!

MADI, MARKETING RESOURCE & XPRESSDOCS Additional branded resources can be found, customized and ordered through MADI or Marketing Resource and sent to your personal Xpressdocs account for professional printing! Items include: • Business Cards • Greeting Cards • Stationery • Brochures • Flyers • Postcards • Folders • Door Hangers

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BUYER’S GUIDE One of our most prized pieces, the Buyer’s Guide. What sets our guide apart from others in the marketplace is the overall language and goal behind the guide. It’s very consumer centric, meaning the guide does a lot more talking about how you as an agent will help the buyer achieve their goals and exceed their expectations. This guide is available in a printed format complete with pockets for you to include any additional documents when you take it to your buyers. SELLER’S GUIDE Similar to the Buyer’s Guide, our Seller’s Guide is also one of our most prized pieces. We are all about the seller’s experience and exceeding their expectations, so this guide has been crafted to focus on the seller. This guide is available in a printed format complete with pockets for you to include any additional documents when you take it to your sellers. SPANISH MATERIALS We wanted to make sure each of our most essential materials were available to you in both an English and Spanish version. When it came to the Spanish materials, we worked with a group of our agents who come from different parts of the world to make sure the tone and overall feel mimicked our English versions. We are happy to offer a Spanish version of the Buyer’s Guide, Seller’s Guide, 6 Steps Guides, and Presentation Covers!

MARKETING & PROMOTION

BUILDING THE RELATIONSHIP We’ve got the tools and resources for you to help build the relationship with buyers and sellers alike. From physical pieces to auto emails informing them on what their home is worth, you have a way to provide value and build trust.

REAL ESTATE REVIEWS

BRANDED NOTE CARDS If you really want to make an impact, write a hand-written note card and pop it in the mailbox. What a simple way to differentiate yourself from the rest! We suggest aiming to send two cards a day, whether it’s someone’s birthday, a previous customer’s “Homeiversary” or it’s a “just because” card! We’ve got a greeting card for you to use no matter the occasion!

What is this term we speak of? A real estate review is a way for you to give anyone who is a homeowner an annual market update and how their home is “performing”. They are essentially an unsolicited CMA.

DOOR HANGERS & POP-BY TAGS Customize your own door hangers and have them professionally printed so you can have quality presentation. Or customize your own pop-by tags and use them to farm a neighborhood in a fun way!

Why would you prepare a CMA for someone who doesn’t want to sell their home? A real estate review shows the homeowner how knowledgeable you are and it keeps you top of mind for when they do want to sell or have a referral to send your way.

SELLER PRE-LISTING QUESTIONNAIRE The pre-listing questionnaire is the perfect way to start off a seller’s journey with you. According to a survey, 86% of sellers said the number one factor in choosing their agent was that they understood their needs. The questions on this sheet allow you to get to know the seller, their goals, and their home. All of this information really comes in handy when it comes to the marketing presentation so you can be sure to hit on their “pain points”. BUYER PROFILE SHEET The buyer profile sheet is the perfect way to start off a buyer’s journey with you. The questions on this sheet allow you to get to know the buyer, their goals, financial situation and overall expectations. All of this information really comes in handy when it comes to finding the potential homes you want to show them to get them to homeownership quicker. NON-OCCUPANT OWNER LETTER A compelling non occupant owner letter is a crucial component of prospecting. Many, if not all, out of state owners do not know our local market statistics and what the true value of their property is today. By providing local market stats such as low listing inventory, high buyer demand, increasing home values and including an estimate on their net proceeds, will demonstrate to the owner you are the local market expert for the job!

We provide you the key pieces to put together a thoughtful, powerful and polished presentation, including:

• A step-by-step system • Presentation Covers to coil bind your CMA/documents

• Real Estate Lifestyle and Planning Guide to go over their goals and be their FOREVER Agent

• Branded notecards so you can follow up with that personal touch!

A member of the franchise system of BHH Affiliates, LLC

here for you.

may your birthday be full of merriment and shenanigans. A member of the franchise system of BHH Affiliates, LLC

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A FEW EXTRAS Yeah, we can be extra... in a good way, of course! MARKETING PLAN & LISITNG PROTOCOL CHECKLIST Deliver and dazzle your sellers with your custom Marketing Plan & Listing Protocol Sheet tailored to their property and how you’ll get them that magical four letter word: SOLD. BUYER CHECKLIST & SERVICE PROTOCOL Similar to the seller’s version, we’ve created the Buyer Checklist & Service Protocol sheet so you can provide your buyers with a clear outline of all the steps you will take to ensure a successful purchase! MY EXPERIENCED BHHS TEAM FLYER When you walk into a marketing presentation, this is something you can use to showcase the team you have behind you and the support you can offer your customer! 92% of consumers said they want to work with a brokerage that has everything under one roof. This is a fantastic way to solidify what consumers are demanding from their real estate agent!

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RELOCATION GUIDE Tampa Bay is an incredible place to live! Okay, so maybe we’re a little biased. But, hey… That doesn’t mean that it’s not true! We created a Relocation Guide for you to use to provide buyers when coming to tour the place we all love to call home! This 128 page guide focuses on how newcomers would Live, Work and Play in Tampa Bay. Reach out to our Relocation Department to get your hands on a copy. REO GUIDE It is inevitable that every market has its share of short sales, foreclosures, and bank owned properties. These real estate owned (REO) properties usually need specialized servicing and support. We have developed an REO guide that helps our agents generate REO opportunities and helps them provide specialized services to these distressed properties. With our supporting relocation and referral department, we help position you as an expert when servicing REO clients and customers. EVENT DISPLAY MATERIALS If you have a booth at a local community event we can help you stand out with event display materials! Each office has access to a branded cabernet tablecloth.

MARKETING & PROMOTION

CHALK DIGITAL CHALK DIGITAL RETARGETING ADS FOR LISTINGS Make your listing follow them everywhere. Together, Berkshire Hathaway HomeServices and Chalk Digital make digital advertising brilliantly simple for every single network member. Win more listings, drive more referrals and stay top-of-mind with the people who matter most to YOUR business.

CHALK DIGITAL REPORT TO SELLERS FOR ACTIVE ADS Keep your seller up-to-date on how their home’s ad is performing online with the automatic Chalk Digital report email! All you have to do is enter the seller’s email address into Dotloop and the rest is taken care of for you! CHALK DIGITAL PRE-LISTING VIDEO To help you win more listings, there’s a handy-dandy video that explains the power of Chalk Digital. It’s consumerfocused, so your seller can see how this will benefit them. Boom, listing won!

FOR EVERY NEW LISTING YOU’LL GET FOR FREE 1 - W E E K D I G I TA L ADVERTISING C A M PA I G N

CHALK DIGITAL RETARGETING ADS FOR PERSONAL You’ve got an “always-on” retargeting advertising campaign that ensures every single person who visits your national webpage is retargeted with an ad featuring YOU and your contact information. CHALK DIGITAL STREAMING TV CAMPAIGNS You can have your very own personalized TV commercial for as little as $338/mo through our partnership with Chalk Digital! Stream on popular devices such as Fire TV Stick, Roku and Apple TV through providers like Hulu, sling and DirectTV Now! Streaming commercials get your brand and your name into the living room of your target audience without the challenges of traditional TV advertising.

15-MILE RADIUS GEOGRAPHIC TA R G E T I N G

on SOCIAL MEDIA

PREMIUM WEBSITES

MOBILE APPS

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TESTIMONIAL TREE YO U R C L I E N T T E S T I M O N I A L P L AT F O R M Testimonial Tree helps improve online reputation, social presence, SEO, and client satisfaction to gain more referrals and sell more properties. Our automated feedback collection, management, and syndication platform makes you the authority for your reputation and turns your clients into your best marketers. Once a transaction has closed, an automated email is sent to your customer(s) to complete a survey through Testimonial Tree. You don’t have to lift a finger! Bonus: there is a social share feature once you receive the feedback so you can share the good news with your social media audience. WHY IT MATTERS

FEATURES

WHAT YOU GAIN

• The #1 source of business is referrals from past customers. • 88% of people trust online reviews as much as personal recommendation. • Testimonials have the highest effectiveness rating in content marketing at 89%.

• Integration - easily integrates with our technology here at Florida Properties Group • Syndicate - Auto-post to your website, Facebook page, and your client’s social media networks. Simplify collection of review site such as Yelp, Google, and others.

• Boosted SEO - User-generated content ranks high in Google search results. • Free marketing - Happy customers are the best advocates and they’ll tell their friends. • More referrals - As the star rating keeps growing so will your business. • Valuable data - Gain insight to what is important to your buyers and sellers.

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CUSTOM YARD SIGNS YOU ARE THE S TA R O F T H E YA R D

Wendy Owens 888-778-8258

bhhsfloridaproperties.com

A member of the franchise system of BHH Ailiates, LLC

We provide you with your initial order of custom signs that will include your photo {if desired}, your phone number, and your website! We want you to have the ability to install the day you take the listing and have more control of leads and co-branding. Because at the end of the day, YOU are the CEO of your real estate business and we are all in on seeing your business thrive!

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DOTLOOP KEEPING YOUR BUSINESS IN THE LOOP Dotloop allows you to edit, share, e-sign, and store documents all in one place! Say goodbye to paperwork: easily access and auto-fill forms so you can close more deals, faster. Deliver a seamless end-to-end experience that wows your clients and makes the process “Amazon easy”. Out of the office – that’s okay. There’s an app for that! DATA SYNC BETWEEN DOTLOOP AND KVCORE Dotloop is your transaction management system that houses all of the documents and information related to a real estate transaction. We thought it was pivotal that your CRM and Doltoop had a data sync because who wants to enter the same contact information several times? {We know you’re saying, “Not me!”} DOTLOOP INTEGRATION INTO G-SUITE We can’t get enough of Dotloop, clearly. This tool has it all – even an integration into your personal @ bhhsflpg.com g-suite gmail account. This integration is super cool because you can create loops from within your Gmail account or drop documents from an email in Gmail to a loop you already have created. {Yes, we are geeking out over here.} DOTLOOP INTEGRATION INTO CHALK DIGITAL Another thing about Dotloop. They have an integration with Chalk Digital where your seller’s email address is automatically entered into Chalk Digital so they can get the skinny on their home’s targeted ad. Another thing to check off of your extensive to-do list. Score!

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IBUYER: QUICKBUY PROVIDING MORE OPTIONS, MORE LEADS, MORE LISITNGS. QUICKBUY® IMMEDIATE OFFER Sell with greater convenience. • An immediate offer on a qualified home. • Bypass showings and preparing the home for market. • Close on the seller’s timeline, in as few as 14 days. • Sellers become stronger buyers.

QUICKBUY® LOCK Sell with greater certainty. • Lock in the QuickBuy® offer up to 150 days while you market the home. • Sellers enjoy the assurance of an offer in-hand. • Accept the offer at any time within the 150 days. • Seller is in a better position to buy their next home.

QUICKBUY® LEASEBACK Sell with greater flexibility. • Seller gets home sale proceeds and can move when ready • Short and long-term options available • Eliminate stress over move delays or take time to upgrade the new home

QuickBuy just got easier! Update to QuickBuy App 2.0. Qualify homes, submit property data, and take or upload photos directly from the app whenever your seller is ready for an offer!

DISCOVER YOUR SELLER’S NEEDS Ask discovery questions to help determine if the convenience and certainty of an immediate offer are important to your seller.

REQUEST AN OFFICIAL QUICKBUY® OFFER Use the QuickBuy app to qualify the home, submit photos and property information.

PRESENT THEIR OPTIONS Receive an Offer Letter in 2448 hours. Present the offer and discuss the best home sale solution for your seller’s situation.

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KVCORE: THE CORE OF YOUR BUSINESS We’ve partnered with real estate’s most powerful CRM provider, kvCORE. Within this robust platform, you have access to an array of tools and resources designed to help you convert and close more business. Let’s dive into the Smart CRM, Automated Campaigns and Behavioral Automation.

S M A R T C A M PA I G N S Smart Campaigns are designed to nurture your contacts and start conversations for you! Using them will greatly impact your conversion rate and ensure no leads are lost. NINJA FLOW Alright, so this is a really cool feature we have set up. Ninja Flow is just a piece of the bigger Ninja puzzle to staying top of mind. We have crafted a series of emails in a drip campaign to spark a conversation with your database. There’s even a way to set your entire database up on this plan one time and anyone who is added to your database will also begin to receive these emails. NEW LEAD BUYER An immediate task to text, followed by a series of call tasks, text messages, and emails specifically designed to convert a buyer lead. NEW LEAD SELLER An immediate email, followed by a series of call tasks, text messages, and emails specifically designed to convert a seller lead into a listing. OPEN HOUSE Designed for leads that have come from the kvCORE Open House App, this campaign includes a text 4 hours after syncing to your Smart CRM, followed by a series of emails, call tasks, and text messages specifically designed to convert an open house visitor into a buyer.

ACIVE BUYER A series of 29 weekly tasks that remind you to check in with a buyer you’re actively working with. ACIVE SELLER A series of 29 weekly tasks that remind you to check in with a seller you’re actively working with. ACIVE RENTER A series of 29 weekly tasks that remind you to check in with a renter you’re actively working with. CONTRACT BUYER A series of 29 weekly tasks that remind you to check in with a buyer who is currently under contract. CONTRACT SELLER A series of 29 weekly tasks that remind you to check in with a seller who is currently under contract. CONTRACT RENTER A series of 29 weekly tasks that remind you to check in with a renter who is currently under contract.

I had tons of responses from the 1st ninja flow email of the year! Thank you all for everything you do for us ninjas and soon to be ninjas! - SEAN SWAUGER

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A U T O M AT E D C A M PA I G N S Behavioral alerts are automatic communications sent to your contacts when they perform specific behaviors on your site. These alerts drive engagement and help keep you top-of-mind with your clients. When a user performs a listed behavior, they’re sent a text message related to the activity they performed. No cell number present on the contact? An email will be sent instead! BIRTHDAY & ANNIVERSARY TEXT MESSAGES & EMAILS KvCORE can automate email and text message follow-up with your contacts on their birthdays and purchase anniversaries! With these settings enabled, emails and text messages are automatically sent to contacts on their birthdays or in celebration of closed deals annually. Birthday wishes go a long way in strengthening client relationships and driving engagement with your sphere, and an annual “Congrats!” can boost customer delight and helps cement loyalty with your clients. PROPERTY SEARCH ALERTS Emails sent to your contacts containing a list of properties that match their search criteria. But, there’s a bonus! KvCORE tracks your contact’s interest and engagement with listings to help tailor this experience. MARKET REPORTS Market Reports include a visual summary of area-specific statistics like the number of new listings, price reductions, sold price, average list price, and more. They’re great for motivating buyer leads and keeping in touch with closed customers. SELLER REPORTS Automating your seller reports is a key communication tool that kvCORE offers listing agents that not only effortlessly keep you in touch with your Sellers, but also consistently highlight all the efforts you are making on their behalf and their property. Keep your Sellers engaged with a weekly report on the status of their property!

B E H AV I O R A L A U T O M AT I O N Behavioral alerts are automatic communications sent to your contacts when they perform specific behaviors on your site. These alerts drive engagement and help keep you top-of-mind with your clients. When a user performs a listed behavior, they’re sent a text message related to the activity they performed. No cell number present on the contact? An email will be sent instead!

N E E D A WAY TO B E E F U P YO U R DATA B A S E ? TA K E T H E 1 0 - DAY C H A L L E N G E . 10 DAY CRM SYSTEM A 10 Day Challenge-style assignment to help you build up your biggest asset: your database. By the end of the challenge you could have 100 new contacts in your database – cha-ching!

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KVCORE: CORE LISTING MACHINE Take the time and hassle out of promoting your listings with a beautifully automated listing marketing suite. CORE Listing Machine & Design Center pulls in property details and automatically creates a complete marketing campaign across all listing stages. Maximize your listing leads and easily promote your personal brand across any channel! When you have a listing that meets certain pre-defined criteria, a set of new marketing materials will automatically be created. Each time your listing changes to a different listing lifecycle status a new kit of materials will be created.

PROPERTY FLYERS Core Listing Machine creates an automated Just Listed Flyer and a flyer for every stage in the life of the listing – Open House and Price Reduction! You can use the Just Listed flyer in the flyer box on the sign or within the home for guests to take during showings and open houses. PROPERTY DOOR HANGER Along with the print flyers, you have the opportunity to print the door hangers that are automatically created to distribute to the 10-10-20 neighbors! PROPERTY SOCIAL POSTS Marketing your property on social media is crucial for getting more eyes on the listing! Core Listing Machine automatically generates a social media main feed graphic, a square graphic and a story graphic for you to share on your social media pages. SINGLE PROPERTY WEBSITE Aside from the property website on your personal Florida Properties Group website, Core Listing Machine creates a custom single property website for your listing. You can view analytics and share this easily through any of your marketing efforts. Bonus: this website automatically updates if you have any changes in price, description, or images. PROPERTY VIDEO Another automated marketing piece you’ll receive is a video slideshow to market your listing.

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KVCORE: CORE PRESENT CORE Present combines streamlined CMA generation capabilities with fantastic presentation tools for a seamless flow for both you and your customers. It’s designed to enhance the robustness of a listing presentation with a conversational flow that highlights your marketing, prospecting, and pricing confidence. All while keeping your conversations organized! Whether your audience is shopping multiple agents or on the fence about selling in the first place, CORE Present will help you organize the structure so your presentation hits home every time.

CMA Creating a CMA? CORE Present weaves insights for the property in question throughout the presentation, keeping the tone conversational. Interactions from your contacts with presentations created in CORE Present are automatically tracked and organized into easy-to-understand analytics. Your KvCORE Activity Stream will also show when a Seller or Buyer has viewed a shared presentation and the contact record will reflect the activity as well.

KVCORE: SELLER VALUATION TOOL ESTIMATED HOME VALUES Your customers can instantly see estimated home values, at any time. This tool uses automated data modeling techniques to provide your client with three different estimates but is intended to drive the business back to you, their professional. BONUS: You have the ability to create squeeze and landing pags on your agent website to run specialized seller campaigns!

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LUXURY PROPERTY MARKETING L U X U R Y I S I N E AC H D E TA I L Details are everything! In the luxury market expectations are higher, therefore your presentation and quality of materials should match that! Whether you have been in the luxury market, or you’re brand new… we have the tools to help you stand out and get the job done {the luxurious way}. LUXURY KIT We formulated the Luxury Kit to make sure you had everything you would need to make a lasting first impression with a luxury seller. Within each kit are the following items:

• 9” x 12” Luxury Collection Blind Embossed Pocket Folder

• Luxury Collection Notecard with envelope • Luxury Collection Letterhead Sheet • 8.5” x 11” Luxury Collection Consumer Booklet • Soft Touch Black Presentation Cover Set • 9” x 6” Postcard Sample (Ace) We suggest taking this kit, writing a hand-written note {with the provided note card}, wrap it all up and mail it to the seller prior to your marketing presentation. This way, the sellers have a chance to touch, feel and see what you’re all about and you can dive into the presentation once you are face-to-face. LUXURY CONSUMER BOOKLET The Luxury Consumer Booklet is a piece catered directly to the luxury seller. It has very similar features to our Seller’s Guide, but highlights the additional benefits and marketing efforts performed when dealing with a luxury listing. This booklet is included within the Luxury Kit, so you’ll always be prepared for your marketing presentation when ordering the kit!

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LUXURY MATERIALS Along with the printed collateral included in the Luxury Kit are hundreds of customizable templates on MADI & Marketing REsource. Items such as flyers, postcards, social media graphics, brochures and booklets can be created custom to the luxury home and printed professionally using Xpressdocs to make sure you are providing your luxury sellers the highest level of service! LUXURY SIGN AND POST INSTALLATION Each luxury property will receive a company provided yard sign with the main brokerage phone number on it. This sign is ordered and installed by Frames and Things. We highly suggest you to purchase your own sign riders to be attached to the yard sign. You also have the option to purchase your own custom Luxury Yard Signs and have those installed instead of the company provided signs. LUXURY SOCIAL MEDIA POSTS The Marketing Team creates individual reels of our recently listed luxury properties and post onto our company Instagram and Facebook page. LUXURY E-NEWSLETTER The Marketing Team creates a monthly co-broker newsletter with recently listed luxury properties. This email also includes the latest edition of The Luxe Life, our flagship digital publication. THE LUXE LIFE MAGAZINE The Luxe Life is our flagship digital publication we produce in-house on a bi-monthly basis. This magazine features just listed and pending properties throughout our marketplace. It’s built to help you market your listings PLUS show luxury buyers our current inventory.

along with modern, effective tools to bring together buyers and sellers of distinctive properties from all over the world. Our experienced, service-oriented network When selling combine your home, weexpertise deliver maximum exposure to the right professionals local with vast global connections, theaudience. most advanced technology available and unparalleled marketing resources to deliver their clients best MARKETING & PROMOTION The world’s a big place and, for Berkshire Hathaway HomeServices’ global listing in-class results. syndication, we will be where the action is. We frequently evaluate our syndication alliances and geographic targets to place network listings in front of the greatest number of high-net-worth consumers seeking homes in the U.S. When selling your home, we deliver maximum exposure to the right audience. The world’s a big place and, for Berkshire Hathaway HomeServices’ global listing We reach upwe to 6will million unique monthly News Corp.’s Mansion Global syndication, be where theusers action is. We through frequently evaluate our syndication WeChat and MansionGlobal.com, and through Wall of Street Journal’snumber alliances Channel and geographic targets to place network listingsThe in front the greatest international sites,consumers WSJ.com Europe, and WSJ.com. of high-net-worth seekingWSJ.com homes inAsia the U.S. GLOBAL EXPOSURE simply email your lisitng photos and details to the Listings also appear sidesHathaway of China’s Great Firewall through Juwai.com, The world’s a big place and, on for both Berkshire global luxury marketing team. China’s largest international property portal attracting more than 2 million affl uent Chinese HomeServices’ global listing syndication, we will LUXURY COLLECTION SOCIAL MEDIA consumers monthly. be where the action is. We frequently evaluate our Submit your luxury listing for consideration on the syndication alliances and geographic targets to place Luxury Collection verified social media pages! All We reach up to 6 million unique users monthly through News Corp.’s Mansion Global global website, BerkshireHathawayHS.com, networkOur listings in front of the greatest number of high- gives international shoppers a robust submissions will be considered for the featured WeChat Channel and MansionGlobal.com, and through The Wall Street Journal’s search experience of U.S. realinestate translatable in 12 languages. net-worth consumers seeking homes the U.S. rotation on BHHSLuxury Instagram, Luxury Collection international sites, WSJ.com Europe, WSJ.com Asia and WSJ.com. WSJ Berkshire Hathaway HomeServices network listings Facebook and BHHSLuxury Pinterest appear group beforepost, the highly affluent Every single listing is syndicated to The Wall Street boards. PLUS, we have an exclusive partnership with Listings appearthe on Financial both sides of China’s Greatpropertylistings.ft.com. Firewall through Juwai.com, China’s audiencealso following Times of London: Journal’s website and it’s international sites, WSJ.com Unique Homes for a weekly takeover where 2 network largest international property portal attracting more than 2 million affluent Chinese Europe,consumers WSJ.com Asia and WSJ.com. properties are featured on their social media channels. monthly. Our global syndication strategy capitalizes consumer preferences and search patterns to keep Berkshire Hathaway HomeServices listings in front of the world’s serious and FINANCIAL TIMES LUXURY LANDSCAPE REPORT OurHathaway global website, BerkshireHathawayHS.com, gives international shoppers a robust qualifi ed home buyers. Berkshire HomeServices network listings Created in partnership with Wall Street Journal Custom of U.S.audience real estate translatable in 12 languages. appear search before experience the highly affluent following Studios, we explore some of the most significant trends the Financial Times of London: propertylistings.ft.com. influencing today’s global luxury real estate market Berkshire Hathaway HomeServices network listings appear before the highly affluent MANSION GLOBAL and examine what’s on the horizon for luxury lifestyle audience following the Financial Times of London: propertylistings.ft.com. Reserved for properties valued at over $1 Million, pursuits. The report can be downloaded, printed or MansionGlobal.com provides its high net worth shared to contacts via eCard and accompanying social Our global syndication strategy capitalizes consumer preferences and search patterns audience the ability to search luxury listings for sale media assets can be utilized to highlight the report. to keep Berkshire Hathaway HomeServices listings in front of the world’s serious and around the world. Mansion Global is part of Barron’s qualified home buyers. LUXURY COLLECTION SPECIALIST FEATURE STORY Group, which publications © 2019 BHHcomprises Affiliates, LLC. Real Estate Brokerage Services areincluding offered through the network member franchisees of BHH Affiliates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of HomeServices America, Inc.® Equal Housing Opportunity. Those who hold ofan active Luxury Specialist Barron’s magazine, MarketWatch and Financial News. Designation have the opportunity to be highlighted in Listings priced over $5M are included in the exclusive an agent feature story. These articles tell unique and carousel ad on MansionGlobal.com. interesting stories about Luxury Collection Specialists.

GLOBAL LUXURY MARKETING & SUPPORT

JUWAII Listings also appear on both sides of China’s Great Firewall through Juwai.com, China’s largest © 2019 BHH Affiliates, LLC. Real Estate Brokerage Services are offmore ered through the network international property portal attracting than 2 member franchisees of BHH Affiliates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of HomeServices of America, Inc.® Equal Housing Opportunity. million affluent Chinese consumers monthly. GLOBAL OPEN HOUSE Join the Berkshire Hathaway HomeServices Luxury Collection Global Open House! This virtual event connects agents worldwide to showcase stunning luxury properties. Get exclusive video tours, Q&A sessions, and insights from CEO Christy Budnick. LUXURY COLLECTION WEBSITE: HOMEPAGE The homepage holds multiple opportunities for featured listings, including a carousel with the capacity to feature five listings that are currently on the market. There is one opportunity for a featured residence on the homepage. Your property could be here, you’ll

MARKETING PROTOCOL & INITIATIVES GUIDE Dive into more details regarding all things Luxury marketing and support in this comprehensive guide here.

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MADI IS YOUR GO-TO GAL FOR MARKETING MADI is an AMAZING tool that will help you take your marketing game to the next level! MADI is an acronym for “Marketing And Design Inspiration”, and she is powered by MAXA Designs. She’s like Canva... on steroids, with sprinkles on top! MADI will provide you with branded marketing templates for a wide range of materials which you will have the ability to customize. KEY FEATURES WE LOVE ABOUT MADI

• DRAG AND DROP SIMPLICITY You have the ability to drag and drop images into frames, arrange text boxes (if necessary), and even include your own logos!

• MLS INTEGRATION & AUTOMATION MADI is MLS enabled so you don’t have to manually type in all the same information again (and again)!

• SHARE & COLLABORATE WITH TEAMS Have multiple people on your team? You can share and collaborate on designs to make sure your marketing is seamless and cohesive.

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• ROYALTY-FREE IMAGES This is a BIG one! No need to purchase stock photos, hire a photographer, or search the internet for free images to use. MADI has royalty-free images right in her platform that are ready for you to use!

• AI WRITER Need an extra hand writing property descriptions? MADI has a built in AI writer that can help you do just that!

• PROFESSIONAL & AT-HOME PRINTING You have the ability to print through our national preferred vendor Xpressdocs or download the printready PDF in your office or a professional printer of your choice!

MARKETING & PROMOTION

PERSONAL PROMOTION When it comes to your real estate business, you are the star! Good thing you have a great partner like Berkshire Hathaway HomeServices to provide you a platform with a powerful brand presence and promise. Professional Head Shot

Social Media Announcement Name Badge

PROFESSIONAL HEADSHOT A professional headshot is crucial when it comes to marketing yourself and your business! LUXURY BUSINESS CARDS If you have earned the prestigious Luxury Collection Specialist designation, you have access to purchase the Luxury Collection branded business cards.

A member of the franchise system of BHH Affiliates, LLC

NEW HIRE KIT Unlike a spy movie, in real estate, you don’t want to be a secret agent. Announcing your career with Florida Properties Group in real estate is an important first step in building your business. We provide you with a new hire kit, complete with business cards, branded note cards, and a name badge!

here for you. Business Cards

Custom Note Cards

SIGN RIDERS You have the option to purchase additional sign riders when you need them for cases such as a luxury listing where we supply the sign and post installation. T-SHIRTS Whether you’re at the gym, out at the grocery store, or heading to a presentation you can be representing what you do and your brand in style. We have a website full of t-shirt designs in a variety of colors as well as in men’s and women’s styles with new designs being added! These shirts are all Bella + Canvas brand [or equivalent], which means they’re super soft and comfy. PERSONALIZED REAL ESTATE RESUME TEMPLATE Your real estate resume looks a little different than a traditional resume, and that’s okay! Show off your best attributes and name off all of your designations and certifications. This is the time to brag and put it all out there! Use the resume when meeting with new customers, whether buyers or sellers! PERSONALIZED BIO TEMPLATE Take the content of the resume a step further and create your own bio! We have a snazzy template you can use to make sure it looks great and some tips you can reference to help you write it out.

Agent Bio

FACEBOOK COVER PHOTOS You can update your Facebook cover photo as much as you want with our custom branded cover photos! SOCIAL IMAGES Truly engage with your audience by using any of the branded images we have for you in MADI & Marketing REsource! bhhsfloridaproperties.com • 37

MARKETING & PROMOTION

POSTCARDS

PROVIDED BY REALMAILERS JUST LISTED POSTCARDS We will mail 50 just listed postcards to homes surrounding your listing at our expense to help you with your marketing efforts. You have the option to use the auto-generated postcard or make any changes you’d like to the content on the postcard! Another bonus, our partnership with RealMailers allows you to customize a mailing list to who this postcard goes to! REALMAILERS Provides automated postcard designs for more than just listed properties. There are designs for Open House, Price Reduced, Just Sold and Vacant Land. Bonus: we’ve designed a Luxury Collection version for Just Listed, Open House, Price Reduced and Just Sold, so if your property meets the current threshold criteria it will be branded accordingly. GEO-TARGET Hand-draw the target area on the map or mail to a radius. Filter targeted homes by number of bedrooms, year built, etc. SCHEDULING Similar to scheduling a social media post, you can schedule postcard campaigns to mail out on a certain date! NOTIFICATIONS You’ll receive email notifications of when a postcard campaign has been created. For just listed poscards, you have 48 hours to make any changes. You’ll see a convenient count down clock on the dashboard so you know exactly how much time you have left. You also have the option to pause the campaign to give yourself more time to make edits.

Open House

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MARKETING & PROMOTION

GLOBAL TOOLS SOCI: SOCIAL MEDIA MANAGEMENT TOOL SOCi is an all in one platform where you can manage your social media, allowing you to save time while taking control of your online social media presence. Schedule content weeks or months in advance and opt-in to brand-approved and your company content. AUTOMATED SOCIAL MEDIA CONTENT Through ACESocial, RISMedia shares a broad range of original content geared specifically for network agents to share with their consumer spheres to help command local thought leadership.

VIDEOBUZZ Now more than ever, video and mobile are important elements to any effective real estate marketing strategy. We understand this completely and have teamed up with Videobuzz to empower you with a way to create sophisticated videos… in only minutes!

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MARKETING & PROMOTION

UTILITY HELPERS

H E L P I N G YO U C R E AT E A LEGENDARY EXPERIENCE

We provide your customers with concierge service to simplify the activation and transfer of their utilities and home services! WHAT IS IT? It’s a one-stop source for all setups, activations and installations, and is provided at NO COST to your customers. They help set up and schedule installations for electric, water, internet, cable, phone, alarm, satellite and more. HOW DOES IT WORK? About 2 weeks prior to closing, reach out to Utility Helpers on behalf of your customer! Go to www. utilityhelpers.com/bhhsfpg or call (813) 291-3600

HOME PARTNERS OF AMERICA HELPING MORE FIND “HOME” Home Partners of America offers a Lease Purchase Program and is committed to making homeownership a reality for more people. Agents refer renters to qualify for the program at HomePartners.com. Qualified renters select an eligible home for sale in a community we serve and elect to rent for up to five years in most markets. Agents earn a full sales commission representing Home Partners on the purchase of the home. The household has the right, but not the obligation to purchase the home at any time during their residency for a pre-agreed price. Our program is helping more people get into great homes, in neighborhoods they love.

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MARKETING & PROMOTION

THE COMMERCIAL REAL ESTATE NICHE The Tampa Bay Metropolitan Statistical Area (MSA) is the second largest MSA in Florida and 19th nationally. The area attracts investors and businesses from around the nation and around the world. We are able to leverage our relationships and brand recognition to meet the needs and unique requirements that each commercial opportunity presents. Marketing a commercial property comes with a different set of tools and resources which our Commercial Division is well-versed in. Our team of support staff assist associates and customers by engaging the right tools and processes along the road from concept to contract to closing.

BOV COMPILATION Similar to a CMA in the residential world, the Broker Opinion of Value (BOV) is imperative when trying to win and market a commercial listing. The Commercial Division has access to resources and tools to research and compile the data needed to make an impressive presentation to the property or business owner.

MARKETING A COMMERCIAL PROPERTY When it comes to marketing a commercial property, our support team works together with associates to create the perfect digital and print campaign to get the job done. Our support team will help to create a unique marketing strategy that includes online marketing, flyers, ecards, offering memorandums and good old fashion mailers, just to name a few. We also have a complete library of branded templates that can be customized for a targeted audience. On site signage is a must. The Commercial Division provides a highly visible 4’ x 4’ sign for each commercial property. Eyecatching custom signs and specialty signs are also available when a property deserves just a little bit more attention.

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MARKETING & PROMOTION

RESIDENTIAL PROPERTY MANAGEMENT Looking to help your customers build wealth through real estate investments? Look no further! Our services go beyond basic leasing and property management. We specialize in expertly managing the assets of all types of investors, from large corporations to first-time landlords. Trust us to be your go-to real estate advisor.

WE OFFER: • Professional Marketing Materials • Postcards and Glossy Brochures • Signs and Lockboxes • Cloud-Based Management Software • A Berkshire Hathaway HomeServices Florida Properties Group branded rental website: www.rentahomewithus.com

• Attorney-prepared Leases • Professional Move-in and Move-Evaluations • Pet Screening Tools • An Accounting Team • A Maintenance Dispatcher • A Fully Vetted Vendor List

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Property management is a complex business. It takes training and skill to effectively manage investments for others. We offer a platform that provides complete training, business planning, coaching, and the ongoing support necessary to achieve the level of success you desire. We are a Certified Residential Management Company (CRMC) certified by the National Association of Residential Property Managers. As company-wide decisions are made, the effects and benefits to our Asset Managers are carefully considered. This unique business model provides a true bridge for the sales associate that wants to add management to their business plan. We have built a solid foundation for you to expertly care for your clients and to confidently fulfill that role as the sole provider of their real estate needs. The Tampa Bay region offers sunshine, activities, and a wide range of investment opportunities for investors not only from this country, but from the rest of the world as well. We are prepared to help you assist them with all of their investment needs.

COACHING, TRAINING, EVENTS HERE FOR YOU, FOREVER. While helping you become your own successful CEO is our number one goal… we like to have a little fun while getting there! Whether it’s a training, convention, holiday party, office gathering, or just a normal day, we like to always add some fun. Getting to know your colleagues on a personal level and having an enjoyable and happy work environment can make or break your choice of a brokerage. Our goal is to create an environment and culture that is attractive and draws people towards, not scares them away. After all, we are real people with real goals, that like to have real big fun!

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C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

YOUR CAREER JOURNEY We place a strong emphasis on providing education and training at all points of your career. Starting with our onboarding and Getting Connected classes, we’ll get you started in your real estate career and help you keep improving your business.

GETTING STARTED WITH US Onboarding Sessions: Our team will do a personalized session with you upon partnering with us to assist you with everything needed to gain access to our systems and get your business fully operational. Business Planning: This is a live comprehensive class to help you plan for the business you want. Topic experts will be present to help ensure all areas of your business are covered and understood before you dive in. This occurs the 2nd Monday of every month from 9:00 am – 12:30 pm. NEW TO THE BUSINESS Berkshire Hathaway HomeServices University: Four-week in-person training sessions (Tuesday and Wednesday) to help you kick-start your career. We will teach best practices, legal pitfalls, technology platforms and the basics of everything you need to be successful with this new journey. Mentor Program: Our mentor program that partners you with an in-office expert to help expedite your success and provide you with hands-on training from a peer. CONTINUING EDUCATION AND CERTIFICATIONS New Homes Specialist Training Course: Allows you the opportunity to have this professional designation that provides you with expert sales and negotiation training but also allows you the opportunity to earn 1% more on preferred builder sales. Berkshire Hathaway HomeServices Relocation Certification: Upon meeting Criteria, you will have the opportunity to partner with our Relocation Division to earn our in-house designation and gain the expertise and education needed to serve our corporate clients. Webinars: We offer live and recorded training and workshops on business building and various technology platforms so you can utilize each platform to its fullest potential. Ninja Selling: Personalized coaching based on the Ninja Selling system. The Ninja Selling system is based on a philosophy of building relationships, listening to the customer, and helping them achieve their goals. It is less about selling and more about how to create value for people. LearnCenter Resource: LearnCenter Resource is your tool for real estate best practices and educational training that will help you reach your professional goals. IN-OFFICE TRAINING Each of our Market Presidents continually hosts free, in-office seminars, workshops, and training to continue enhancing your education. They constantly partner with market experts to hosts different topics to ensure you are the most educated and professional sales person in the Tampa Bay & Central Florida market.

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C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

GETTING STARTED From the very start, we want to make sure you have the training you need to build a successful real estate business. There is an array of different classes, sessions and trainings in place from one-on-one to group settings for you to take advantage of.

M E E T YO U R E D U C ATO R S

ERIK KAUKONEN Director of Agent Development

DIANE HOWARD VP Training & Education BHU Instructor

ONBOARDING Our onboarding specialists work with you and others in a small group setting to make sure all of your technologies and gadgets are synced up and ready to work! From printers to Cab Corner, they are there to help you get it all set up! BUSINESS PLANNING Being a small business owner means you wear a lot of hats. In our company, we don’t want you to just be good at selling houses… we want you to dominate your role as an entrepreneur. Most thriving businesses have a plan that leads them in the right direction. Part of starting a business is determining the income you need to make by reverse engineering how many houses you should sell. This is a live class to help you plan for the business you want. Topic experts will be present to help ensure all areas of your business are covered and understood before you dive in.

BERKSHIRE HATHAWAY HOMESERVICES UNIVERSITY (BHU) This monthly 4-week session is designed as a full spectrum of education that allows the student/agent to enter at the time of hire. • Establish a knowledge base • Organize their business systems • Build and enhance professional skills • Learn the language of real estate • Develop proven strategies • Be accountable for actions and production SESSION ONE: WHO WE ARE

SESSION FIVE: WORKING WITH BUYERS

SESSION TWO: GETTING YOUR BUSINESS STARTED

SESSION SIX: WORKING WITH SELLERS

SESSION THREE: TECHNOLOGY TOOLS

SESSION SEVEN: CONTRACTS & ADDENDA REVIEW

SESSION FOUR: DEAL PROCESSING & SYSTEMS

SESSION EIGHT: PULLING IT ALL TOGETHER

Company Culture and Offices; Foundations For Success Program; Resource Center Agent Profile; KvCore Agent Profile; Agent Bio & Questionnaire Form; The Flow of Real Estate Transactions; Ninja Philosophy kvCore CRM and Open House App; Marketing strategy and your Secret Sauce; SOI Prospecting, Scripts, Roll Play; Testimonial Tree, SOI Character Testimonials; Open House System; 10/10/20 Open House Marketing

MLS, Remine, IMAPP, Showing Time; kvCore Website Overview; Social Media Marketing; MADI, Realmailers; SOCi, Videocast and Social Media; Utility Helpers, QuickBuy App Dot Loop & Process Flow; Deal Processing and Compliance; Transaction Management Fee; Realtor Prep Kit; Lead Generation, 8 x 8 Prospecting; Expired & FSBO Scripts

6 Key Steps to a Successful Purchase; Home Buyers Wishlist and Script; Exclusive Buyer Brokerage Agreement; Buyer Checklist & Service Protocol; kvCore Contacts, Search Alerts, Smart Campaign; kvCore Squeeze & Landing Pages 6 Key Steps to a Successful Sale; Exclusive Right of Sale Agreement; Listing Process, Marketing & Exclusion Form; One Step vs Two Step Listing Approach; Cloud CMA and RPR; kvCore CORE Present, Market and Seller Reports AS-IS Residential Contract; Standard Residential Contract; Foreign Buyer Notice (Buyers & Sellers; Executed Contract Buyer Email Sample; Common Addenda; Critical Dates Form Appraisal Practice & Sample Package; Home Inspection Process; Homestead Exemption; Title Commitment Basics; Contract to Closing Statement; Seller’s Net Form bhhsfloridaproperties.com • 45

C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

ADDITIONAL TRAININGS & DESIGNATIONS NEW HOMES SPECIALIST Earning an additional 1% on all Preferred builder Sales is just another benefit of partnering with us.. This training is about SELLING! Learn to go from Prospect to Contract, with happy buyers who will send you referrals in record time. As an added bonus, you will also learn about Construction, New Home Financing and How to Negotiate with builders and others. SESSION 1: N egotiating with New Home Builder and Critical Path, Part 1 SESSION 2: C ritical Path Part 1 (cont’d) and Part 2 SESSION 3: Construction for Sales SESSION 4: Contract, Finance, Exam and Graduation

R E LO C AT I O N C E R T I F I C AT I O N One half-day comprehensive class geared towards giving you the dialogue and knowledge to provide unsurpassable service to our Relocation and Referral clients. This class will give an overview of programs we have developed to help you earn or keep more clients and revenue.

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C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

CONTINUING EDUCATION THE CE SHOP

We are dedicated to helping you succeed in your new career. That’s why we partnered with The CE Shop to provide you online Continuing Education courses geared towards your busy schedule that will help you learn, grow, and build your business. visit: bhhsfl.theceshop.com

100% online platform for studying at home, or on-the-go with your laptop or tablet.

97%

Real estate education with a 97% course satisfaction rate.

Customer support 7 days a week via phone, chat, and email.

Affordable course packages covering everything you need.

BUT WAIT, THERE’S MORE The CE Shop also offers prelicensing, post-licensing, exam prep and license upgrades. If you have someone you know who is interested in real estate, you can share this information with them!

^ They’ve always got a deal for you! You can find the moneysaving ad in the Monday Morning Memo 24/7.

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C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

ADDITIONAL SUPPORT & EDUCATION CHATTER Use the strength of a global network to market your seller’s luxury home! National has a platform called Chatter where you can do just that.

PERSONALIZED COACHING Personalized coaching is performed in a formal or informal setting by our Market Presidents and staff all of whom are committed to your success. COACHING TOPICS: • Business Planning • Lead Generation and Prospecting • Business Consulting • Legal • Sellers and Buyers • Marketing and Technology • Scripts and Dialogue LEARNCENTER RESOURCE Online and virtual training courses to support your professional growth and business goals. LearnCenter REsource is your tool for real estate best practices and educational training that will help you reach your professional goals. Peruse a wide array of Web-Based Training (WBT), Virtual Instructor-Led Training (VILT), recorded sessions, training videos and downloadable resources designed to meet the needs of all audiences at all levels of production and experience.

THE AGENT HELP SITE. THINK GOOGLE, BUT FOR REAL ESTATE Yes, you read that right. We have our very own google-esque platform that we like to call the Agent Help Site. This website is a completely searchable, living platform that is constantly expanding with how-to videos, written guides, and resources that help you run your business like a boss.

COLLECTIVE SEARCHABLE DATABASE OF TOOLS AND RESOURCES

HOW TO WRITTEN GUIDES

HOW TO VIDEO TUTORIALS

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C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

CEO MASTERY WORKSHOP Our biggest training event of the year, the CEO Mastery Workshop, is a full day of courses with experts in an array of fields, including the tools you use on a daily basis! We’ve had presenters and key-note speakers like Allan Dalton, SVP of Research and Development, Chris Stuart, CEO of HSF Affiliates, and members of the Tampa EDC. Our goal with this workshop is for you to gain valuable knowledge and tangible advice for building your business.

LOCAL TRAININGS NINJA SELLING INSTALLATION We know you’ve always wanted to be a ninja {Hi-ya!}… here’s your chance! Once a year, we host a Ninja Selling Installation training that is limited to 50 agents. Increase your business and listings taken by practicing the Ninja philosophy… less selling and more creating value for your customers! The Ninja Selling system is based on a philosophy of building relationships, listening to the customer, and helping them achieve their goals. ENTREPRENUER ACADEMY This is a total of four round-table discussions based around a business-building topic. You are invited to a certain session based on your experience, so you are among likeproducing agents for a richer conversation. MARKETING ROADSHOWS The marketing and education department teams up and makes their way around to our offices in our 6 different counties for a day of marketing training with an opportunity to sit down one-on-one with a member of the marketing or education department! MASTERMINDS Our mastermind sessions are invite-only with only one spot reserved per office. These agents are among the top and most-seasoned agents and they discuss initiatives and ideas to help propel our company forward!

NINJA SELLING BOOK Upon joining our company, you get a taste of what Ninja Selling is all about with your own personal hardcover copy of the Ninja Selling book. This award-winning {and not to mention money-making} book will help you dive into the philosophy behind the Ninja process. You’ll soon see why we are a Ninja company. LEGAL SUMMIT Become a market expert with our Legal Summit featuring Associate General Counsel from Florida Realtors, Meredith Caruso. Learn about Contract Overview and Risk Mitigation, Disclosures & Common Pitfalls in two comprehensive classes. LUXURY TRAINING SESSIONS We provide both traditional and workshop-style training sessions so you are aware of the tools and resources available to you, as well as provide a hands-on experience with experts who have been in your shoes! COMMERCIAL 101 Commercial is another one of those niche markets that you may need some help with. Our Commercial Director and Education Department have teamed up to provide the Commercial 101 course to let you in on how to break into this niche market. bhhsfloridaproperties.com • 49

C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

LOCAL EVENTS AWARDS BANQUET This business can be as equally exhausting as it is rewarding. We know the time and energy you spend to maintain your business and achieve high levels of success and there’s absolutely nothing we love more than getting to celebrate you and your success. Every March, we celebrate our Elite – the award-winning agents’ accomplishments in the previous year with a morning awards ceremony and a late brunch. FALL FUN FEST Our annual Fall Fun Fest is just what it sounds like... an evening of fun! We wanted a way to get our entire organization together for an evening of pure enjoyment. We choose a central location to unwind and get to mingle with our agents and staff, alike! Complete with food, drinks, and definite fun – this is an event you don’t want to miss! PARTY IN A BOX We wanted a way {or excuse} for each of our offices to have some fun throughout the year. So we came up with Party in a Box, complete with activities and ideas for you to party with your fellow office-mates. Whether it’s a virtual Cinco de Mayo to see who can make the best-looking margarita or a hearty pot-luck style Thanksgiving feast, you’re sure to enjoy the company of your peers and have fun doing it!

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C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

PHILANTHROPHY We believe giving back to the community we love and serve is a vital part of who we are. Below are a couple of the philanthropic activities we proudly participate in. SUNSHINE KIDS CLAY SHOOT Join in on the fun for a fantastic group of kids, the Sunshine Kids! Our annual Clay Shoot is a day to enjoy friends, shoot some clay, and raise money for children with cancer across the country. We’ve raised upwards of $20,000 each year for the Sunshine Kids and we are honored to be able to do that!

FUN N SUN | ORLANDO SUNSHINE KIDS TRIP For over 20 years, Florida Properties Group has led an annual trip to Orlando called “Fun N Sun”. This event brings kids in from across the country to enjoy a week of fun in the sun at the Orlando theme parks and attractions, including Islands of Adventure, Universal Studios, and Disney World! Participation in our annual Clay Shoot and contributions made throughout the year help put on this super fun event that the kids look forward to year after year.

CABERNET SLEIGH Each holiday season our offices join in on a food and toy collection to support Metropolitan Ministries. Then, Allen and Dewey rent a large U-Haul truck dubbed the “Cabernet Sleigh” to go pick up the donations collected by each of our offices in Pasco, Pinellas and Hillsborough counties.

BE THE SUNSHINE Let’s not just talk about how much we love our communities, but actually show it! Our “Be the Sunshine” campaign is a week-long event where our offices choose a project to work on and volunteer their time within the community. Each office will dedicate a morning or afternoon on one day during this week. This is a great chance for us to make a difference in our communities!

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C OAC H I N G, T R A I N I N G & C E L E B R AT I N G

NATIONAL EVENTS NATIONAL CONVENTION Party down with your fellow Florida Properties Group agents and thousands of network agents from across the world at the annual national convention! The national convention typically occurs in March of each year and is a great way to network with your local peers and those in other regions {hello referrals}, learn from top notch experts in all areas of business, and our favorite part... to have FUN! There is always a big entertainer for the Sunshine Kids Benefit concert and tons of smaller events throughout the 3-day span. You won’t regret registering and investing in going to the national sales convention! SUMMIT Summit, an annual event for the network’s top sales professionals, includes sessions on luxury strategies, digital marketing, negotiation, branding and business growth, as well as many networking events. It’s an opportunity for real estate professionals to keep current with best practices for selling luxury properties. It’s also a chance to recharge the batteries for a strong close to the sales year. MARKETING FORUM Our marketing team participates in an annual event called Marketing Forum where Marketing Directors and Leaders from our affiliates join together in the marketplace of a chosen affiliate. It’s at Marketing Forum where we gather ideas from our fellow marketers in all different types of markets to implement into our calendar for the upcoming year! LUXURY PROPERTY SHOWCASE INTERNATIONAL LPS is an invitation-only event, welcoming high-end buyers, investors, VIPs and wealthy individuals. More than 12,000 visitors and 200 luxury real estate companies are anticipated to attend the event. Berkshire Hathaway HomeServices purchases a booth at this prestigious expo and provides the opportunity for five companies (or agents) to join them. ANNUAL SHAREHOLDER MEETING Did you know that Berkshire Hathaway has B-stock, and it’s affordable?! You can be a shareholder in Berkshire Hathaway! By doing this, you not only are investing your money wisely, but now, as a shareholder, you will be invited to the Annual Shareholder Meeting where you can learn from industry experts as well. 52 • bhhsfloridaproperties.com

LEAD ME TO THE MONEY W E K N O W L E A D S A R E I M P O R TA N T T O Y O U , S O W E ’ R E H E R E T O H E L P. Generating leads is a large portion of your real estate business, and something that we help with! Between our local, dedicated Business Development and Relocation team and the national Berkshire Hathaway HomeServices network, we are constantly cultivating relationships with hundreds of lead sources, brokerages and agents internationally. You also hold the power to generate your own leads through a multitude of methods while using the tools and resources we provide you!

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LEAD SOURCES

BUSINESS DEVELOPMENT We have a full division that is focused on Business Development – LEADS for our agents. While you have to be certified and meet specific criteria, this is a great opportunity to get residual income and increase your Sphere of Influence… and the best part is Florida Properties Group did all the prospecting to generate the opportunity for you!

*The numbers above are from January 1, 2022 - December 31, 2022

TEAMBUILDER BUILD THE TEAM, F I L L YO U R WA L L E T You work with so many different REALTORS® throughout any and every transaction. Think that some of them could do great things on our team? Let your Market President know and have them help you seal the deal. When you recruit an associate to our company and you will earn 1.5% of that agent’s closed GCI paid quarterly by the Company NOT from the agent’s earnings, as long as both of you are with Florida Properties Group or Tropical Realty Referrals, Inc. We are committed to building a team of rock star REALTORS® – just like you!

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LEAD SOURCES

RETARGETING ADS

7-DAY LISTING AD

SOCIAL SHARE

THIRD PARTY RELOCATION BHHSFLORIDA PROPERTIES.COM LOCAL SITE

BROKER TO BROKER

BHHS.COM GLOBAL SITE

SOCIAL SHARE

We provide

LEAD SOURCES

CORE LISTING MACHINE SOCIAL GRAPHICS

YOUR PERSONAL WEBSITE

to help you

DOMINATE Wendy Owens 888-778-8258

bhhsfloridaproperties.com

CORE LISTING MACHINE PROPERTY WEBSITE

JUST LISTED POST CARDS

SELLER VALUATION

CORE PRESENT

DIRECT BUSINESS OPPORTUNITIES

TARGETED ADS

A member of the franchise system of BHH Ailiates, LLC

GROUP MOVES

TARGETED ADS

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LEAD SOURCES

PROSPECTING BLUEPRINTS We’re all about a system to earn you more money. Prospecting is the key to a successful real estate business and we have plug and play systems you can use to drive more leads into your pipeline.

RESIDENTIAL DAILY PROSPECTING BLUEPRINT This five-day plan is full of actionable items you should do on a daily basis to drive leads.

10-10-20 YOUR BUYERS BLUEPRINT A system to help you market your skills so successfully, it LEADS to more business.

10-10-20 YOUR SELLERS BLUEPRINT A system to help you market your listings so successfully, it LEADS to more business.

ABSENTEE OWNER BLUEPRINT An 8x8 campaign strategy to target absenetee owners in order to win more listings!

EXPIRED LISTINGS BLUEPRINT An 8x8 campaign strategy to target expired listings in order to win more listings!

FSBO BLUEPRINT An 8x8 campaign strategy to target For Sale By Owner listings in order to win more listings!

LIVE REAL ESTATE REVIEW BLUEPRINT A system to help you provide legendary service to your cusomters to drive leads and list more properties!

OPEN HOUSE BLUEPRINT A system to help you generate leads based on your open house!

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NOTES

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GROW WITH US

COME ON AND

VISIT BHHSFLORIDAPROPERTIES.COM

©2023 BHH Affiliates, LLC. An independently owned and operated franchisee of BHH Affiliates, LLC. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway affiliate. Equal Housing Opportunity.

Here, you'll GROW | BHHS Florida Properties Group

Articles inside

PROSPECTING SYSTEMS

TEAMBUILDER

NATIONAL EVENTS

PHILANTHROPHY

LOCAL EVENTS

ADDITIONAL SUPPORT & EDUCATION

CONTINUING EDUCATION THE CE SHOP

ADDITIONAL TRAININGS & DESIGNATIONS

YOUR CAREER JOURNEY

COACHING, TRAINING, EVENTS

RESIDENTIAL PROPERTY MANAGEMENT

THE COMMERCIAL REAL ESTATE NICHE

HOME PARTNERS OF AMERICA

GLOBAL TOOLS

POSTCARDS

PERSONAL PROMOTION

MADI IS YOUR GO-TO GAL FOR MARKETING

GLOBAL LUXURY MARKETING & SUPPORT

LUXURY PROPERTY MARKETING LUXURY IS IN EACH DETAIL

KVCORE: CORE PRESENT

KVCORE: CORE LISTING MACHINE

KVCORE: THE CORE OF YOUR BUSINESS

DOTLOOP

TESTIMONIAL TREE

CHALK DIGITAL

A FEW EXTRAS

BUILDING THE RELATIONSHIP REAL ESTATE REVIEWS

BRANDED MARKETING PIECES

AGENT WEBSITE

QUICK GLANCE

MARKETING &PROMOTION

THERE’S A TOOL FOR THAT.

INTERNAL OPERATIONAL EFFICIENCIES

SUITE OF SERVICES

GROUP HEALTHCARE

GETTING A LICENSE

OUR BRAND PROMISES.

GROWTH

SUCCESS