Welcome Handbook Digital Version

WELCOME TO THE CANNON TEAM Mission Statement

"Our mission is to create a place where every team member feels supported, developed, and inspired to dream big, grow strong, and reach their fullest potential—both in life and in business. We bring white glove service with heart, making every client feel seen, valued, and celebrated. Together, we build lasting relationships, enrich communities, deliver unforgettable experiences, and leave a legacy of excellence, integrity, and genuine care."

The Cannon Team Core Values Serve With Integrity We serve our buyers, sellers, and agents with honesty, transparency, and accountability in every interaction.

Trust is the foundation of everything we do… we commit to doing what is right,, because it is the right thing to do

Grow People, Not Just Production We believe success starts with personal and professional growth.

Through intentional training, mentorship, and leadership development, we create an environment where agents are empowered to sharpen their skills, expand their confidence, and build sustainable career.

Adapt, Evolve, and Lead The market changes — and so do we.

We foster a flexible, innovative, and forward-thinking culture that embraces change, pivots with purpose, and stays ahead of market trends to better serve our clients and agents.

Community First We are stronger together.

We cultivate a community rooted in respect, kindness, and collaboration, where every individual is valued, supported, and treated with dignity. How we treat people matters — always.

Impact Beyond Transactions Real estate is about people, not just properties.

We are committed to helping agents, clients, and their families achieve their goals, build stability, and create opportunities that positively impact their lives and futures.

Serve With Heart We lead with empathy and care — for our agents, our clients, and our community.

We believe meaningful success comes from serving others at the highest level.

The Cannon Team Leadership

Christie Cannon Owner and Team Leader

Kevin Cannon Owner and Team Leader

Janie Donnelly VP of Growth and Development

Sanju Surtani VP of Sales

Vince Link Team Leader Southlake

Wes Clayton Team Leader Flower Mound

Robert Rankin Team Leader Mansfield

The Cannon Team Success Team Tammie Hilton Director of Operations

Daniel Low Onboarding

Adam Miranda Leads Coordinator

Jessica Alonzo Williams Listing Coordinator

Taylor Curtis Listing Coordinator

John Photography Emma Hilton Transaction Coordinator

Rachel Olson Office Administrator

Natalie Brown Marketing/Social Media

2026 Holiday Schedule (Office Closed) New Year’s Day - Thursday, January 1st Good Friday - Friday, April 3rd Memorial Day - Monday, May 25th Fourth of July - Friday, July 3rd Labor Day - Monday, September 7th Thanksgiving - Thursday, November 26th and Friday, November 27th Christmas - Thursday, December 24th and Friday, December 25th

Important Phone Numbers The Cannon Team Main Line: 972-215-7747 LPT Helpdesk: 877-366-2213 Showingtime Appointment Center: 800-746-9464 NRTEIS: 214-800-8420 MetroTex: 214-637-6660 Supra: 877-699-6787 TREC: 512- 936 - 3000

Technology and Systems Guide Simple system map explaining what each tool is for: My Agent Dashboard - Training Library Follow Up Boss → CRM HouseWhisper → AI follow-up prompts Sisu → Goals & KPI tracking Dotloop → Contracts & compliance Zillow → Lead platform Slack → Team communication

Login and Passwords WIFI - CANNON TEAM Password - cct.5000 MY AGENT DASHBOARD - CHRISTIECANNON.TECH Login: Password: FOLLOW UP BOSS (FUB) - CLIENT DATABASE Login: Password: DOTLOOP - CONTRACTS Login: Password: SLACK - INTEROFFICE MESSAGING SYSTEM Login: Password: GMAIL Login: Password: LPT DASHBOARD Login: Password: NTRIES Login: Password: BACKDOOR ACCESS Code:

Cannon Team Dashboard Your Central Hub for Success The Cannon Team Dashboard is your one-stop hub for tools, training, and resources to help you grow your business. It is designed to make connection easy, support self-driven education, and give you quick access to everything you need—when you need it.

What’s Available Home Page: Search for Homes + Sell My Home resources Production: Track performance and stay aligned with your goals Training Library: On-demand training to support your growth Contracts: Everything about the contract + Sample Contracts Presentations: Listing and Buying Presentations for client meetings Resources Library: Tools and documents to support daily business Marketing: Logos and branded materials Team Directory: Connect with leadership and team members Zillow Home Loans: Access tools and resources for client financing Vendor List: Trusted partners to support your transactions Technical Support: Help with systems and platforms Direct Access: Quick links to key platforms (FUB, Sisu, LPT, etc.)

Why It Matters The Dashboard keeps everything in one place so you can: Work efficiently Stay organized Continue learning Serve clients at the highest level Use it daily to stay connected, informed, and set up for success.

CALENDAR Week 1 and 2

10am - 11am Fast Track Training

11am - 12pm Team Meeting

Block for 100 Days of Success

Block for 100 Days of Success

10am - 11am Fast Track Training

11am - 12pm Team Meeting

Block for 100 Days of Success

Block for 100 Days of Success

10am - 11am 10am - 11am Fast Track Training Fast Track Training Block for 100 Days of Success

Block for 100 Days of Success

10am - 11am 10am - 11am Fast Track Training Fast Track Training Block for 100 Days of Success

Block for 100 Days of Success

11am - 12pm Mastermind Block for 100 Days of Success 11am - 12pm Mastermind Block for 100 Days of Success

*Daily 9:08am - 9:30am Morning Motivation, Lead Sign Up, Lender and Pipeline review Zoom link provided daily via Slack in General Tab

* 1Oam-11am ZHL/FUB Training (Invite only) with Anthony and Adam 2nd and 4th Friday of the month

*Leads will be turned on upon completion of contract presentation *Continue to time block for 100 Days of Success

Weekly Meetings: How to Connect Team Meetings - Every Tuesday Morning 11am in office or via zoom link provided in General Tab in Slack

Mastermind - Every Friday Morning 11am in office or via zoom link provided in General Tab in Slack

100 Days of Success – Fast Track Program The Fast Track Trainings are built around our 100 Days of Success, designed to help agents build strong habits, develop mastery of real estate fundamentals, and accelerate their production.

These training modules will also be available on-demand through the Cannon Team Dashboard, allowing agents to review content at their convenience and revisit key topics as their business grows.

Our expectation is that every agent will fully engage with these training opportunities and take ownership of their professional development. The agents who lean into the training, practice the skills, and apply the systems consistently are the ones who build the most successful and sustainable businesses.

The 100 Days of Success includes modules focused on: Real Estate Foundations and Industry Knowledge Lead Generation Strategies and Daily Business Development Buyer Consultation and Needs Discovery Listing Presentation and Seller Strategy Contracts, Compliance, and Transaction Management Negotiation Skills and Offer Strategy Communication, Scripts, and Objection Handling Time Blocking, Productivity, and Business Planning Technology Systems (CRM, Sisu, FUB, and Team Platforms) Client Experience and Relationship Building Personal Branding and Professional Conduct Mindset, Resilience, and Long-Term Career Growth The goal of the program is simple: to equip every Cannon Team agent with the skills, confidence, and systems needed to deliver exceptional service and build a thriving real estate business.

Cannon Team New Agent Requirements & Success Framework Welcome to the Cannon Team! Our goal is to support you with the systems, mentorship, and structure needed to build a successful and sustainable real estate career. The guidelines below help ensure compliance, collaboration, and your long-term success.

1. Submit Contracts Through the FastTrack Channel All contracts and contract-related documents must be uploaded to the FastTrack Channel, including: Contracts Repair Amendments Addendums that Apply Terminations Contract-related questions Why submitting through FastTrack matters: As a brokerage, we are required to review contracts for all new agents.

It ensures accuracy, compliance, and proper documentation.

It allows leadership to respond quickly and efficiently.

It creates a learning environment where the entire team benefits from shared knowledge.

Once your documents have been reviewed and corrected, walk-through the contract details with your buyer or seller.

After the contract is fully executed by all parties: Create documents in Dotloop Complete the required JotForm in Follow Up Boss and upload all documents (Contract, amendments, or addendums that apply)

2.Master Follow Up Boss (Your CRM) Follow Up Boss is the central hub of our business operations and must be used consistently.

Why using Follow Up Boss matters: It verifies that leads are being properly communicated with It provides clear documentation of conversations with buyers and sellers in case issues arise.

It tracks your daily activities and progress toward your goals in Sisu. Helps you see how you are converting.

It integrates with HouseWhisper, helping prompt meaningful follow-up conversations and notes.

Strong CRM habits create consistent follow-up and stronger client relationships.

3. Bi-Weekly Success Check-Ins You will meet bi-weekly with your Team Lead to review: Production goals Lead management Conversion strategies Growth opportunities You will also collaborate with Adam and Anthony to ensure you are meeting the requirements for lead assignments.

4. Complete the Contracts Training (Required) All new agents must complete the 3-Hour Contracts Class via MetroTex (On Demand).

Why this matters: The contract is the single most important document protecting our clients.

A deep understanding of the contract ensures: Confidence in negotiations Protection for your clients Accuracy when submitting contracts for review Gain CE credit

5. Zillow Lead Readiness Once you demonstrate proficiency in Follow Up Boss and have mastered ALM, leadership will review your readiness to receive Zillow leads.

Approval is determined by the Cannon Team leadership team.

We ask that you only work the number of leads assigned to you so every buyer receives the attention they deserve.

Our goal is to ensure each client is served with a deep understanding of their goals, needs, and vision for their new home.

6. Invest in Your Growth Your success is self-driven, but you will never do it alone.

We encourage new agents to spend time in the office during the first several weeks to: Build relationships with the team Learn our systems and culture Accelerate your growth through collaboration Remember: “Slow = Fast.”

The more time you invest upfront learning the systems, the faster your confidence, skillset, and production will grow.

Our Commitment to You The Cannon Team is committed to guiding, mentoring, and supporting you every step of the way.

When you follow the systems, ask questions, and stay engaged with the team, you will build the foundation for a thriving real estate career.

Welcome to the Cannon Team — we are excited to grow with you.

Professional Appearance & Communication First impressions matter in real estate. Every time you meet a buyer or seller, you are being interviewed—not only for your knowledge, but for your professionalism, confidence, and attention to detail.

A simple question to ask yourself before every appointment is: “What would I wear if I were going to an important job interview?”

Your appearance should reflect the level of service and professionalism that clients expect from a trusted real estate advisor. Dressing professionally shows respect for your clients, your business, and the brand you represent.

Equally important is how you communicate. Always strive to communicate with clarity, professionalism, and composure, even if others do not. In challenging moments, professionalism builds trust and strengthens your reputation.

At the Cannon Team, we believe that how you present yourself—both in appearance and communication—sets the tone for the entire client experience.

Our goal is to deliver service that always reflects the highest level of professionalism.

Daily Success Framework What does a top agent’s calendar include to ensure production and conversion.

Morning Momentum / Gratitude practice CRM follow up Lead response standards Appointments / showings Market knowledge Prospecting & relationship building End-of-day CRM updates

📅 Success isn’t a surprise—it’s scheduled. Block your day like a boss.

Here is an example of a calendar that has been blocked:

Wake up!, 6am

Wake up!, 6am

Wake up!, 6am

Wake up!, 6am

Wake up!, 6am

Morning Routine 6:30 - 8:15am

Morning Routine 6:30 - 8:15am

Morning Routine 6:30 - 8:15am

Morning Routine 6:30 - 8:15am

Morning Routine 6:30 - 8:15am

Prepare for my Day, 8:15am 1 Day from 100 Days of Succ

Prepare for my Day, 8:15am 1 Day from 100 Days of Succ

Prepare for my Day, 8:15am 1 Day from 100 Days of Succ

Prepare for my Day, 8:15am 1 Day from 100 Days of Succ

Prepare for my Day, 8:15am 1 Day from 100 Days of Succ

Morning Momentum & 9:18

Morning Momentum & 9:18

Morning Momentum & 9:18

Morning Momentum & 9:18

Morning Momentum & 9:18

Script Practice, 9:30am

Script Practice, 9:30am

Script Practice, 9:30am

Script Practice, 9:30am

Script Practice, 9:30am

On the phones! Buyer Pond 10 - 11am

On the phones! Buyer Pond 10 - 11am

On the phones! Buyer Pond 10 - 11am

On the phones! Buyer Pond 10 - 11am

On the phones! Buyer Pond 10 - 11am

On the phones! Follow Up 11am - 12pm

On the phones! Follow Up 11am - 12pm

On the phones! Follow Up 11am - 12pm

On the phones! Follow Up 11am - 12pm

On the phones! Follow Up 11am - 12pm

Lunch/Mindset Break, 12pm

Lunch/Mindset Break, 12pm

Lunch/Mindset Break, 12pm

Lunch/Mindset Break, 12pm

Lunch/Mindset Break, 12pm

Continue Follow Up and Follow Through 12:30 - 2:30pm

Continue Follow Up and Follow Through 12:30 - 2:30pm

Continue Follow Up and Follow Through 12:30 - 2:30pm

Continue Follow Up and Follow Through 12:30 - 2:30pm

Continue Follow Up and Follow Through 12:30 - 2:30pm

Mindset Break, 2:30pm

Mindset Break, 2:30pm

Mindset Break, 2:30pm

Mindset Break, 2:30pm

Mindset Break, 2:30pm

APPOINTMENT TIME (SEE NOTES) 3 - 7pm

APPOINTMENT TIME (SEE NOTES) 3 - 7pm

APPOINTMENT TIME (SEE NOTES) 3 - 7pm

APPOINTMENT TIME (SEE NOTES) 3 - 7pm

APPOINTMENT TIME (SEE NOTES) 3 - 7pm

Journal and Prepare for Tomorrow

Journal and Prepare for Tomorrow

Journal and Prepare for Tomorrow

Journal and Prepare for Tomorrow

Journal and Prepare for Tomorrow

Lead Handling Standards At the Cannon Team, leads are not just opportunities — they are people trusting us to guide them through one of the most important decisions of their lives.

Our responsibility is to respond quickly, communicate clearly, and serve every client with professionalism and care.

These standards ensure that every lead receives consistent, high-quality service while helping you build stronger relationships and convert opportunities into successful closings.

1. Speed to Lead Time is critical when responding to new inquiries.

Standard: New leads should be contacted as quickly as possible, ideally within 90 seconds.

If you are unable to answer immediately, follow up with a call, text, and email as soon as possible.

Why this matters: Clients often reach out to multiple agents.

Quick responses demonstrate professionalism, reliability, and commitment.

2. First Contact Expectations Your first conversation sets the tone for the entire relationship.

Focus on: Building rapport Understanding the client’s motivation Asking thoughtful questions Setting the next step (consultation or showing) Remember: Your goal is not to sell a house on the first call — your goal is to build trust and secure the appointment.

3. CRM Documentation (Follow Up Boss) Every conversation and interaction must be documented in Follow Up Boss (FUB).

Standard: Log all calls, texts, emails, and notes.

Update client status and stages appropriately.

Schedule next follow-up tasks in the system.

Why this matters: Provides clear documentation of communication Ensures consistent follow-up Helps track activities tied to your goals in Sisu Allows leadership to support you when needed

4. Follow-Up Consistency Many clients are not ready to act immediately, which makes follow-up essential.

Standard: Continue consistent follow-up until the client clearly communicates they are no longer interested.

Use meaningful conversations rather than generic check-ins.

Provide value by sharing market updates, listings, or helpful information.

Success in real estate is built on consistent and thoughtful follow-up.

5. Lead Ownership & Responsibility Leads are assigned with the expectation that they will be worked with care and professionalism.

Standard: Work only the leads assigned to you.

Maintain consistent communication.

Document in FUB if a lead becomes unresponsive, needs reassignment or needs to be placed back in the pond.

Our goal is to ensure that every client receives the attention and service they deserve.

6. Professional Communication Always communicate with clarity, professionalism, and respect, whether through phone, text, email, or in person.

Even in challenging situations, professionalism reflects your personal brand and the reputation of the Cannon Team.

7. Continuous Improvement Lead conversion is a skill that improves with practice.

Agents are encouraged to: Participate in script practice Attend training sessions Seek guidance from team leaders and mentors The more you invest in mastering lead conversations, the more confident and successful you will become.

Remember: Speed, consistency, and genuine care for people are the foundations of successful lead conversion. When you focus on serving clients and building trust, the results will follow.

Responsible Social Media & Public Posting As a real estate professional, your online presence is an extension of your personal brand and the Cannon Team brand. Buyers and sellers often research agents online before deciding who they want to work with. What you post publicly can influence whether a potential client chooses to trust you with their business.

Our goal is to create an environment where all clients feel respected, welcomed, and comfortable working with our team.

Be Mindful of Political & Controversial Content While everyone is entitled to their personal opinions, posting strong political views, controversial topics, or provocative content on public platforms can unintentionally create barriers with potential clients.

Buyers and sellers come from many different backgrounds, beliefs, and perspectives. Public posts that express divisive opinions may cause someone to feel uncomfortable reaching out for help with their real estate needs.

When representing the Cannon Team, it is best to keep your public professional presence focused on serving people, building relationships, and providing value.

Consider How Your Posts May Be Perceived Before posting, ask yourself: Would this post make a client feel uncomfortable working with me?

Could this come across as disrespectful to someone with different views?

Would I be comfortable discussing this post in a professional meeting with a client?

If the answer is uncertain, it may be best not to post it publicly.

Maintain a Professional Online Image Your social media should reflect the professionalism and integrity expected of a trusted real estate advisor.

We encourage agents to share content that highlights: Market knowledge and real estate insights Community involvement Client success stories Educational information for buyers and sellers Positive moments from your real estate journey This type of content builds trust, credibility, and connection with your audience.

Respect Builds Relationships In real estate, relationships are everything. Maintaining a respectful and professional public presence helps ensure that all clients feel comfortable approaching you for guidance.

At the Cannon Team, we believe in serving people with integrity, professionalism, and respect, both in person and online. A thoughtful approach to social media helps protect your reputation and keeps the focus where it belongs — helping clients achieve their real estate goals.

Contract & Compliance Guidelines Real estate contracts are the foundation of every transaction. They protect the interests of our buyers and sellers, establish clear expectations between parties, and ensure that all agreements comply with Texas Real Estate Commission (TREC) regulations.

At the Cannon Team, we hold a high standard when it comes to accuracy, documentation, and compliance. Following these guidelines helps protect you, your clients, and the brokerage.

1. Use the Correct TREC Forms All transactions must be completed using the most current Texas Real Estate Commission (TREC) forms.

Examples include: One to Four Family Residential Contract (Resale) Buyer Representation Agreements Listing Agreements Third Party Financing Addendum Amendment to Contract Termination of Contract Property Condition Notices HOA Addenda Other required disclosures Important: Agents should never alter the language of TREC forms. If a situation arises that requires additional terms, consult your team lead or broker before proceeding.

2. Submit Contracts Through the FastTrack Channel All contract documents must first be submitted to the FastTrack Channel for review before being sent for final execution when possible.

This includes: Purchase contracts Amendments Repair amendments Addenda Terminations Any contract-related questions Why this process exists: Ensures compliance with brokerage requirements Allows leadership to review for accuracy Helps prevent costly errors or delays Provides learning opportunities for agents Our goal is to catch and correct issues early so transactions move forward smoothly.

3. Verify Key Contract Details Before submitting a contract for review, agents should verify that all critical information is correct.

Important items to confirm include: Buyer and seller legal names Property address and legal description Purchase price Financing terms Earnest money amount and delivery timeline Option fee and option period Closing date Title company information Required addenda Special provisions accuracy Taking a few extra minutes to verify details can prevent contract delays or amendments later.

4. Avoid Unauthorized Practice of Law Real estate agents must be careful not to engage in the unauthorized practice of law.

Agents may: Explain contract provisions Guide clients through contract terms Provide factual information Agents may not: Interpret legal consequences Draft custom legal language Provide legal advice If a client has a legal question beyond the scope of your license, recommend that they consult with a qualified real estate attorney.

5. Document Everything Accurate documentation is essential in every transaction.

Agents must ensure that: All signed documents are uploaded to Dotloop Communication and notes are documented in Follow Up Boss Required forms are completed and submitted through JotForm Clear documentation protects both the client and the agent should questions arise later in the transaction.

6. Deadlines Matter Contracts contain multiple important deadlines that must be carefully tracked.

Examples include: Earnest money delivery deadlines Option period expiration Financing approval deadlines Repair amendment timelines Closing deadlines Missing a deadline can have serious consequences for the client. Agents must stay organized and proactive to ensure every timeline is honored.

7. Ask Questions Early Real estate transactions can present complex situations. If you are unsure about any part of a contract or transaction: Ask your team lead Use the FastTrack Channel Consult leadership early Asking questions early prevents mistakes and ensures that our clients receive the best guidance possible.

8. Protecting Our Clients and Our Reputation Contracts are not just paperwork — they represent the trust our clients place in us.

Accuracy, professionalism, and compliance are critical to maintaining the reputation of the Cannon Team and our brokerage.

When we handle contracts carefully and thoughtfully, we create smoother transactions, stronger client relationships, and long-term success.

Remember: Attention to detail in contracts reflects the level of care we provide to every client we serve.

Connect Your Hub to Access All Systems LPT Connect is your central hub for accessing the systems, tools, and resources you need to support your business.

Support Need help or have a question? Use the ticketing system for support requests, broker questions, and general assistance.

Agent Development LPT Connect also provides access to live and virtual training opportunities designed to help you grow your knowledge, skills, and business.

Weekly Training Opportunities Motivational Mondays — 10:00 AM Central Time Stay connected, stay informed, and take full advantage of the support and development resources available to you through LPT Connect. *LPT will be sending login instructions.

7 Days at The Cannon Team Goals

30 Days at The Cannon Team Goals

90 Days at The Cannon Team Goals

Handbook Acknowledgement Cannon Team Agent Requirements and Success Framework: 1. Submit Contracts Through the Fast Track Channel 2. Master Follow Up Boss 3. Bi-Weekly Success Check-Ins 4. Complete the Contracts Training 5. Zillow Lead Readiness 6. Invest in Your Growth

Contract and Compliance Guidelines 1. Use Correct Trec Forms 2. Submit Contracts Through Fast Track 3. Verify Key Contract Details 4. Avoid Unathorized Practice of Law 5. Document Everything 6. Deadlines Matter 7. Ask Questions 8. Protect our Clients and Our Reputation

Handbook Acknowledgement Lead Handling Standards 1.

Speed to Lead

2.

First Contact Expectations

3.

CRM Documentation (FUB)

4.

Follow Up Consisitency

5.

Lead Ownership and Responsibility

6.

Professional Communication

7.

Continuous Improvement

Professional Appearance and Communication Responsible Social Media and Public Posting