BHHS Lake Country Realty Welcome Packet

RESOURCE CENTER TOOLS

Being a Berkshire Hathaway HomeServices member agent means not only aligning yourself with America’s finest brokerages and agents but also gaining access to some of the most powerful tools available in real estate today through our network’s intranet, REsource Center. Access this comprehensive suite of tools by visiting bhhsresource.com and read on for an overview of the REsource Center’s programs and systems.

Commercial REsource

A commercial information exchange system available to Berkshire Hathaway HomeServices network commercial agents. Commercial agents can post property listings and agent bios, which upload to berkshirehathawayhs.com where investors, consumers and industry professionals have the ability to search and view listed property information and conduct agent and o ce searches. Additional resources are available to those who choose to subscribe.

Lead REsource

A fully functional Customer Relationship Management (CRM) platform that includes tools to help you manage your contacts, appointments, tasks, events and ongoing customer communication.

• CRM: This system allows you to manage individuals and groups, track online property searches and views through your a liate-branded website, view communication history, and manage appointments and tasks.

• Action Plan Manager: This automated communication system allows you to schedule and send ongoing drip email communications to individuals or groups. You can also customize and use existing plans or create a plan from scratch.

• Quick Email: Access any of the existing system email messages or create and save your own as a quick and simple way to communicate with customers and clients.

LearnCenter REsource

Your tool for real estate best practices and educational training. This tool o ers a wide array of training in a number of formats, available to meet the needs of all audiences at all levels of production and experience.

• Web-Based Training (WBT): Self-paced instruction accessible online 24/7 from your computer or tablet with topics such as business development, negotiation, pricing and presentation skills.

• Live Webinars (LW): Live instructor-facilitated training via the Internet and telephone or VoIP (computer speakers) connection. An extensive variety of training sessions are held weekly, including sales skills training and training on the Berkshire Hathaway Home Services tools and services such as REsource Center, Marketing REsource and Lead REsource.

•Access a library of recorded sessions, training videos and downloadable resources, 24/7.

• Certified International Property Specialist (CIPS) Designation: Berkshire Hathaway HomeServices is one of the few companies o ering this international certification program to its members at a preferred rate.

• Certifications: eCertified® The Next Generation Referral Channel rCertified

liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

Berkshire Hathaway HomeServices Social Media REsource is powered by real estate industry news service RISMedia, publisher of Real Estate Magazine. Through this new platform, RISMedia will deliver custom branded real estate news content automatically to network agents’ and their social networks. This innovative platform directs social media users to network agent landing page complete with company logo, photo and contact information.

With Social Media REsource, You Can:

• Turn your Facebook page and other social media channels into sources of consumer focused real estate and lifestyle information, and grow your prospect pool with each share

• Automate your social media, helping drive impressions and leads to your firm/website

• Connect your MLS listing data feed, to post and promote listings

• Increase your brand awareness

Social Media REsource Lite Includes:

• 1x/week automatic real estate & lifestyle content post to social media

• 1x/week property listing post to social media

• Daily email alert with suggested posts, click and post

• Landing page branded to user to read the full post (logo, contact info, picture)

• Lead gen form to capture listing inquiries

• Manually post content from Exclusive Library or RISMedia.com anytime!

• Easy to read posting analytics

• Mobile-friendly responsive design

Option Available to Upgrade to Social Media REsource Full

©2021 BHH Aliates, LLC. Real Estate Brokerage Services are oered through the network member franchisees of BHH Aliates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway aliate. Equal Housing Opportunity.

SOCIAL MEDIA RESOURCE AUTOMATE YOUR SOCIAL MEDIA PLATFORMS WITH SOCIAL MEDIA RESOURCE

MARKETING RE source

YOU R O N E -STOP, ONLINE LOCATION FOR MARKETING M ATERIALS

Marketing REsource is your one-stop, online location for highly e ective, personalized marketing materials:

• Video•Social media graphics

• Audio•eNewsletters

• Print•Online presentations

• eCards • Mobile and Desktop ads

Need to market a property? Marketing REsource is integrated with the MLS. Simply select a listing and the eCard, fl yer, postcard or door hanger is automatically populated with the property information in seconds.

All content is automatically personalized with your contact information and branded with your company DBA logo. Materials are template based and allow a high degree of customization, all the while maintaining the Berkshire Hathaway HomeServices branding and messaging.

Marketing REsource puts those materials right at your fi ngertips, and it doubles as a great internal communication and recruiting tool as well.

• Property/listing information

• Seller/buyer help/information

• Door hangers

• Announcements

• Special event announcements and invitations

• Market updates

• Business-building

• Farming/prospecting

• Agent self-promotion

• A liate promotion

• Recruiting

• Training

• Newsletters

Content is easily searched, accessed, customized and shared via a broad range of publishing channels:

• eCards

• Online viewing

• Post to social media

• Embed codes for websites

• Downloadable PDFs

• Print on demand

liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

BHH A liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

AGENT SHOWCASE PAGE

Engage site visitors with current and sold listings, your social media activity, rich community information and more!

Features Include:

• Customizable Community “splash” section and page with communities across your service area

• Your social media activity from your preferred networks

• Listing Search across your service area

• Your current homes for sale

• Custom welcome message

• Custom “hero” image

• Your closed listings

• About Me Section

• Certifications

• Agent Photo

• Languages

“Our agents love their Agent Showcase pages. It gives them more flexibility in how they present themselves and helps to make them look more professional. It o ers information about their listings and local communities automatically. When the agents add custom images, greetings and their Social Media activity, it just takes it to the next level.” – George Patsio, Managing Partner, Berkshire Hathaway HomeServices Commonwealth Real Estate

Want a professional internet presence but not interested in creating a lot of custom pages? The Agent Showcase Page delivers an engaging visitor experience, driving interaction with you, your communities and listings in your market. And, you can customize it in minutes.

GET STARTED!

Brokers and Owners can make the change in minutes. Visit the REsource Center and go into Roster Management. Select your Company, and then scroll to the Company Declarations Section to change “Agent Website Type” to “Agent Showcase”. After that, you or your agents can then go to the REsource Center and type “Agent Showcase” in the search bar for easy to follow instructions to customize your presence.

©2021 BHH Aliates, LLC. Real Estate Brokerage Services are oered through the network member franchisees of BHH Aliates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway aliate. Equal Housing Opportunity.

SAGE CRM

What is SAGE CRM?

SAGE CRM is a highly e ective and intelligent customer relationship management system that can help you achieve higher levels of production and income. SAGE CRM, available on Desktop and Mobile, o ers both power and ease of use. Its features are constantly innovating to help you in your business.

What SAGE CRM Can Do for You and Your Business:

• Helps you stay on track and focus on what’s important, with a real-time productivity dashboard to show current activities, new leads and upcoming tasks and events.

• Automatically add leads from your presence on BHHS.com and receive leads routed to you from the brokerage.

• Manage your contacts to foster relationships and help turn them into leads and clients.

• Use drip campaigns to send custom email campaigns, newsletters, holiday greetings and more to former, current and potential clients to ensure you stay top of mind.

• E ective task management enriched through connection to contacts and calendars.

• Schedule events and appointments to meet, make calls, and complete essential tasks.

• Auto-deliver Market Activity Reports to your clients to help set price expectations and keep you and them on top of the latest changes in the area.

• Schedule regular Seller Activity Reports to showcase the online activity for properties on BHHS.com and popular real estate sites.

• Use our engagement plans or build your own to make sure you don’t miss a step when working with clients. Great for new and experienced agents alike.

• Set your business goals with our easy but e ective business planner, to determine how many closings you need to hit your income target.

The Customer Success Team is Ready to Help you Leverage the Power of SAGE CRM: Call (855) 422-9052 or email bhhssupport@hsfranchise.com

liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

PRESTIGE LUXURY COLLECTION AND RESORT PROPERTIES INTERNATIONAL

The Berkshire Hathaway HomeServices Prestige magazine is a glossy, co ee-table quality publication showcasing luxury and resort properties. It is the centerpiece of a highly e ective program designed to reach an a uent audience with the means to make a luxury or resort home purchase.

Editorial Content

Most luxury real estate magazines consist solely of luxury home advertisements, which often leave readers wanting more. Prestige delivers with luxury lifestyle editorial content to accompany the luxury home advertising. From design to automobiles, fi ne art to international travel, each issue of Prestige covers luxury lifestyle subjects of interest to high-end consumers.

Frequency

Prestige is published three times each year, in the Spring, Summer and Fall.

Distribution – Two Magazines

Prestige o ers a minimum print distribution of 20,000, with copies direct-mailed to a uent U.S. consumers, including individuals with a net worth of $25 million and higher. Copies are also distributed in domestic and international airline lounges. For each full page of advertising, 100 copies are mailed to the advertiser’s provided list of names and addresses. Furthermore, Prestige is sent to over 2,500 Luxury Collection Specialists and Berkshire Hathaway HomeServices network marketing directors, all of whom are in the business of reaching potential buyers interested in making a luxury or resort home purchase. Prestige is inserted in its entirety into the full run of Unique Homes magazine, the world’s leading luxury real estate magazine. Unique Homes o ers a readership of 100,000+, and is sold by

subscription and at newsstands both domestically and worldwide.

Digital versions of both Prestige and Unique Homes issues are created and distributed online. Advertisers can send a link to both digital publications to any email lists that they maintain, which serves to further the distribution online.

Online

Advertised properties appear on UniqueHomes.com for one year. Featuring over 150,000 properties from more than 70 countries worldwide, UniqueHomes.com is the web’s leading portal for luxury real estate.

A liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

BERKSHIRE HATHAWAY HOMESERVICES

BUYER MATCH

FINDING THE PERFECT BUYER IS EASIER THAN EVER WITH BUYER MATCH!

Through this platform, you’ll gain access to thousands of profiles that detail the exact needs of given buyers. Armed with this information, Buyer Match allows you to accurately pinpoint the very best buyers for your listing!

Here are just a few more ways Buyer Match can work for you:

• Generate seller leads

• Find buyers for your listings

• Market buyers the same way you market your listings

Buyer Match enables you to proactively market to agents with buyers and keep your buyers on the inside track about new or upcoming inventory.

How to access Buyer Match?

1. Visit Berkshire Hathaway HomeServices REsource Center homepage at BHHSresource.com

2. Click Buyer Match on the home page

3. Close deals!

A liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

THE I.Q. SYSTEM AND INFLUENCER NETWORK

The I.Q. System and Influencer Network is an agent productivity initiative designed to significantly elevate the value and relevance of network professionals to assist in their evolution to become more relational and influential.

The I.Q. system combines the Berkshire Hathaway HomeServices brand, marketing resources, technology and training with the invaluable input and collaboration from our network members. The system includes best practices and strategies about what has helped network agents build successful businesses and what is currently working in the ever-evolving world of real estate.

The I.Q. System addresses three fundamental real estate issues:

1. The Real Estate Loyalty Gap: According to a recent report from the National Association of REALTORS®, 91% of consumers say they would use their real estate agent again, while only 13% did. The loyalty gap represents one of the greatest opportunities for real estate agents to increase their level of influence and value with today’s consumers.

2. Advice Avoidance: When asked, real estate consumers routinely say they rely on their friends, family, neighbors, and co-workers first for real estate advice before talking to a real estate agent. Network agents would benefit by demonstrating more value to their client database.

3. Transactional Flatline: Even though online lead generation has skyrocketed in recent years, the industry transaction count has remained relatively flat at 5 million (+ or - 10%) for the past 15 years. Network agents would greatly benefit by becoming more relational than transactional.

The importance of network agents building stronger, more valuable, long-term relationships within their sphere of influence and community cannot be overstated. The I.Q. System brings those components together in an organized system, some of which includes:

• I.Q. System online platform accessible through the REsource Center with various searchable categories of content (marketing & communication, personal branding & promotion, real estate ecosystem, community networking, etc.).

• Online community for collaboration within the I.Q. Real Estate Network Influencers Chatter Group and SPARK where network agents submit their own best practices to possibly be included in the I.Q. System.

• Regularly scheduled online workshops, symposiums and events.

• Influencer Network Mastermind sessions.

• Ongoing targeted communication and updates.

• Group and team coaching with your leadership team.

liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

POWERED BY:

Sample Daily Marketing Report

*Report shown is typical of an average listing campaign after one week.

POWERED BY:

FACT SHEET

Berkshire Hathaway HomeServices, based in Irvine, CA, is a real estate brokerage franchise network built for a new era in residential real estate. The network, among the few organizations entrusted to use the world renowned Berkshire Hathaway name, brings to the real estate market a definitive mark of trust, integrity, stability and longevity. It’s the “FOREVER Brand.”

Irvine, CA-based HSF A liates LLC operates the Berkshire Hathaway HomeServices and Real Living Real Estate franchise networks and is owned by HomeServices of America, Inc., the nation’s largest, full-service residential brokerage firm for transactions. HomeServices of America, Inc. is an a liate of world renowned Berkshire Hathaway Inc.

Statistics (2020)

• 50,490 Sales Professionals

• $138.8 Billion in Sales Volume (USD)

• 360,300 Open Transaction Sides

• 1,462 O ces

Berkshire Hathaway HomeServices Corporate Headquarters

18500 Von Karman, Suite 400 Irvine, CA 92612

Phone: (949) 794-7900 Fax: (949) 794-7035 www.berkshirehathawayhs.com

Berkshire Hathaway HomeServices Leadership

Gino Blefari, Chairman ginoblefari@hsfranchise.com

Christy Budnick, Chief Executive O cer christybudnick@hsfranchise.com

Michael Jalbert, Executive Vice President, Global Field Operations michaeljalbert@hsfranchise.com

Allan Dalton, SVP, Research & Development, HSF A liates LLC allandalton@hsfranchise.com

Steve Ladd, CPA, SVP, CFO stevenladd@hsfranchise.com

Rosalie A. Warner, SVP, Network Services rosaliewarner@hsfranchise.com

Wendy Durand, SVP, Global Marketing & Communications wendydurand@hsfranchise.com

Mike Fortes, VP, Solution Strategy michaelfortes@hsfranchise.com

Teresa Palacios Smith, VP, Diversity and Inclusion teresasmith@hsfranchise.com

Patricia Mansur-Brown, VP, General Counsel PMB@hsfranchise.com

David Beard, VP, Corporate Counsel davidbeard@hsfranchise.com

Edward Maldonado, VP, Operations edwardmaldonado@hsfranchise.com

Denise Doyle VP, Global Conference & Meeting Services denisedoyle@hsfranchise.com

Karen Cain, VP, Program Management O ce karencain@hsfranchise.com

Robert Watson, VP, Network Services robertwatson@hsfranchise.com

liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

MEDIA: WHERE WE ARE

Berkshire Hathaway HomeServices’ marketing strategy focuses on creating an unparalleled experience, by delivering highly personal content consumers are most interested in, with the most innovative targeting strategies available.

Digital Media

Engaging with consumers on social media through Facebook, YouTube and Instagram, Berkshire Hathaway HomeServices media and digital strategies increase range, reach and infl uence. Consumers are mobile and so are we.

Print Media

Attracting the right audience through print is an important part of our global print strategy, our print ads appear in high-quality publications including the Wall Street Journal, Mansion Global Experience Luxury, PENTA , Unique Homes Magazine, Prestige, Netjets Magazine, and duPont Registry.

Listing Syndication

Listings are syndicated to:

• Facebook

• Instagram

• Twitter

• YouTube

• berkshirehathawayhs.com

• zillow.com

• trulia.com

• wsj.com

• europe.wsj.com

• asia.wsj.com

• mansionglobal.com

• Mansion Global WeChat Channel

• Barron’s

• www.barrons.com/penta

• WSJ Market Watch

• juwai.com

• propertylistings.ft.com (Financial Times, London)

• MarketWatch

• PropgoLuxury.com

• Nikkei.com (Real Estate section)

liates, LLC. Real Estate Brokerage Services are o ered through the network member franchisees of BHH A liates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway a liate. Equal Housing Opportunity.

The Brand Style Guide

The approved brand colors for Berkshire Hathaway HomeServices are BHHS "Cabernet" and BHHS

will actually use PMS ink, the standard breakdowns for these colors are listed below.

CMYK is mentioned for the use of printed materials. RGB or HEX numbers are intended for online use. Because most design is achieved on a computer screen, we recommend working in RGB and letting the

COLOR PALETTE:

CABERNET CREAM WHITE BLACK Pantone Pantone

RECOMMENDED FOR DIGITAL / PRINT: CABERNET CREAM WHITE

FONTS:

Proxima Nova*

Proxima Nova Thin

Proxima Nova Thin Italic

Proxima Nova Light

Proxima Nova Light Italic

Proxima Nova Regular

Proxima Nova Regular Italic

Proxima Nova Semibold

Proxima Nova Semibold Italic

Proxima Nova Bold

Proxima Nova Bold Italic

Proxima Nova Extrabold

Proxima Nova Extrabold Italic

Proxima Nova Black

Proxima Nova Black Italic

Georgia Pro* Georgia Pro Light Georgia Pro Light Italic Georgia Pro Regular Georgia Pro Italic Georgia Pro Semibold Georgia Pro Semibold Italic Georgia Pro Bold Georgia Pro Bold Italic

*Legally, we cannot share the fonts Proxima Nova and Georgia Pro. In order to use them in your materials, you will need to purchase them. They can both be purchased from myfonts.com

we recommend Montserrat, which is available to download for free from Google Fonts - fonts.google.com/ specimen/Montserrat