Advisor Handbook (OLD)

NEW ADVISOR HANDBOOK

ENGEL & VOLKERS ATLANTA NORTH FULTON & BUCKHEAD ATLANTA

COMPETENCE, EXCLUSIVITY & PASSION WE LINK TOGETHER THE ASPIRATIONS OF DISCERNING INDIVIDUALS AROUND THE WORLD, BE IT IN PRIVATE OR A BUSINESS CONTEXT. WITH TOTAL PASSION.

COMPA NY HISTORY

OUR STORY BEGAN IN HAMBURG, GERMANY IN 1977 WITH THE FOUNDING OF THE PRIVATELY OWNED ENGEL & VOLKERS FRANCHISE BY CHRISTIAN VOLKERS WHO REMAINS AT THE HEAD OF OUR GLOBAL OPERATIONS. THE WORLD OF ENGEL & V OLKERS WAS CREATED AND CONTINUES TO GROW AROUND

"IN EVERYTHING WE DO, WE ENSURE THE SUCCESS OF OUR COMPANY.

THE MISSION TO POSSESS THE HIGHEST LEVELS OF COMPETENCY AND CLIENT SERVICE. THROUGH

FOR US, OUR MISSION STATEMENT IS A BINDING PROMISE. WE TAKE A

UNRIVALED BRAND CONSISTENCY, SOPHISTICATED SYSTEMS AND INNOVATIONS, WE'VE DONE WHAT

LONG-TERM VIEW IN OUR DEALINGS, STRENGTHENING THE ENGEL &

NO OTHER EUROPEAN LUXURY REAL ESTATE FRANCHISE HAS BEEN ABLE TO DO - SUCCESSFULLY

V OLKERS BRAND WHILST TAKING CARE TO ENSURE THAT CUSTOMERS

ESTABLISH ITSELF IN THE AMERICAS.

ALL AROUND THE WORLD ENJOY THE SAME BRAND EXPERIENCE. WE VALUE AND CULTIVATE OUR CORE VALUES OF COMPETENCE, EXCLUSIVITY, AND PASSION. WE ARE SERIOUS ABOUT MEETING THE REQUIREMENTS OF DISCERNING CUSTOMERS, AND WE OFFER A FIRST-CLASS SERVICE. WE ATTRACT THE FINEST EMPLOYEES AND HELP FURTHER THEIR CAREERS. WE BUILD A GLOBAL NETWORK ON BEHALF OF OUR CUSTOMERS - AND FILL IT WITH LIFE. WE ARE LEADING INNOVATORS IN OUR FIELD."

BESPOKE EXPERIENCE IT MEANS HANDCRAFTED ATTENTION TO EVERY DETAIL, EXPERT KNOWLEDGE AND INSIGHT, AND METICULOUS WHITE-GLOVE SERVICE TAILORED DISCREETLY FOR YOU. WHETHER BUYING OR SELLING A HOME, ENGEL & VOLKERS ENSURES AN EXPERIENCE OF THE HIGHEST CALIBER. SOPHISTICATED SYSTEMS AND SMARTER STRATEGIES ARE JUST STARTING POINTS. IT'S OUR STANDARD OF SERVICE EXHIBITED BY ALL OF OUR REAL ESTATE ADVISORS AND LICENSE PARTNERS THAT SETS US APART ... AND OUR STANDARDS ARE HIGH.

RECLAIMED LUXURY LUXURY IS MORE THAN AN OBJECT OR PROPERTY, BUT RATHER, THE FULLNESS OF LIFE THAT BEGINS AND ENDS THE DAY IN THE MOST IMPORTANT SPACE WE KNOW: HOME. THE TRUE MEANING OF LUXURY HAS BEEN LOST AND IN MANY WAYS TARNISHED BY EXCESS AND PRICE. IT'S SIMPLY THE ENJOYMENT OF THE BEST IN LIFE; AN EXPERIENCE OF BEAUTY AND KNOWLEDGE; AND THE IN TIMA T E R E L A T I O N SH I P O F CONTEXT, COMFORT AND CRAFTSMANSHIP. EVERY MARKET IS DIFFERENT, AND EVERY PERSON DISTINCT. FROM STARTER HOMES TO DREAM HOMES AND EVEN CASTLES (YES, WE CAN HELP WITH THOSE, TOO), ENGEL & VOLKERS HELPS YOU MAKE LUXURY PERSONALLY YOURS BY DISCOVERING WHAT IT TRULY MEANS TO YOU.

CULTURE OF LEADERSHIP Every individual at Engel & Volkers is driven by an ethos of leadership. It's why we don't simply have agents, but rather, trusted advisors to guide clients through their home journey with precise knowledge and distinguished care.

Every individual who is part of Engel & Volkers, at every level, embodies this mindset.

GLOBAL NETWORK Across the street, across the country or across the world, our global network gives you the reach and coverage, premium experience and resou rces, and peace of mind you need when buying or selling a home.

Even more dynamic is the collaboration, idea-sharing, and referral benefits that truly connect us to each other and to the growing class of global homebuyers.

Where to start? Look for our signature shops recognized around the world.

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TRULY CONNECTED

GLOBAL NETWORK 13,733 Members Globally 955 Shops Globally I 4,920 Americas Advisors 238 Americas Shops

LUXURY GLOBAL

BRAND

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CULTURE Curated lifestyle coverage from arts and culture to food and drink.

ART Me et the prominent architects, i l l ust r i o us d e s i g ne r s a n d disti n g ui sh e d a r t i s t s everyone is talking about

STYLE The latest trends in beauty, fashion, wellness, and the like

PROPERTY All things desi gn & decor to rea l estate listings and remodeling

TRAVEL Everything worth know i n g from London to New York a n d from Berlin to Hong Kong

LUXURY A bl end of luxurious style, art , real estate, and travel destinations

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ENGEL & VOLKERS CERTIFICATION PROGRAM The Engel & Voelkers Certification Program

Here are a few things you will learn:

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ACADEMY ONLINE TRAINING Th r o u g h A c a d e m y On l i n e , w e will b r in g y o u tra i n in g a v a il a b l e 24/7 t h r ou g h o u r o n l in e l e a r n i n g p o r t a l . Th e p l atfr o m in c l u d e s a w id e

is designed to teach you how to best leverage the Engel & Voelkers brand and system tools

E verything you need to know about E ngel &

to increase your real estate business and

V oe lkers t o truly l e verage t he br and in

become a market leader. Whether you are

your market.

just starting out in your career or al ready

v arie t y o f o f f e rin g s s u c h a s:

•Ta p e d Li v e Tra in i n g Se m in a r s •We b i n ars

the top producer in your market, E ngage is

E&V's powerful system tools a nd worldwide

·V id e o s

a cr ucial ste p in sharing the knowledge and

network to grow your business.

•C o l l a b o r a t iv e V irt u a l C o a c h in g Se s s io n s

expertise o f more than 4,800 advisors in our

•I n s t r u ctio n a l 'Wa l k Me Th r o u g h I t' Slid e De c k s

international network who also pro udly

Best practices for building relationships that

represent Engel & Voelkers around the globe.

can deliver results for a lifetime.

•N ar r a t e d Wor d Do c u m e n t s

Yo u w il l re c e iv e l o g in c r e d e n t ia l s w it h in a f e w d a y s o f jo inin g t h e Engage is o ffered monthly through an online

New ideas for generating qualified buyer a nd

c o m p a n y so t h a t y ou c a n l e a r n o n y o u r o w n t im e . Th is is t h e m o s t

learning approach including webinars,

seller leads.

e f fic ie n t w a y t o m a s t e r w h a t y o u n e e d t o k n o w t o b e s u c c e s s f u l

Academy modules, and Google Chat con­

w it h o u r bra n d.

versations. Engage is designed to give you an

How to perfect our proprietary Engel & Voelkers

overview of our brand, our vision and values, the

listing presentation.

tools and systems available to help list and sell more real estate, and the best practices to help a real estate professional thrive at Engel & Voelkers.

It should be completed within your first 90 days of affiliation with Engel & Voelkers.

ENGEL

& VOLKERS WORLDWIDE INTRANET

SERVICES

APPLICATIONS

Utilize IT-Services and support for

Gain access to all E&V tools in one

email, revenue repo rts, and more.

pl ace. Login to your Gmail, buy

You'll also have access to the E&V

merchandise on Brand Central, and

Image Bank of international photos.

manage your CRM & website builder all at the click of a button.

INTEGRATED TECHNOLOGY PLATFORM The I ntegrated Technology Platform serves as the point of connection to your suite of product i v it y resources. It includes a CRM t o manage all dail y and on-g o ing cl ient rel ation ships, as wel l as ro bust d ata and traffic analysis. I t captures l eads from the

KNOWLEDGE

REFERRALS

Find company information, such as

Used to retrieve forms for referrals

facts & history of the company, as

within the E&V International Netwo rk.

well as a directory of all advisors &

You also have the ability to view any

staff world wide. Gain access to

listing worldwide in the cross-selling

documents for both selling and

folder.

management.

Engel & Vol kers websites, a pps, and digi tal ma r keti ng c ampaigns, au tomati c a l l y notifying you within minutes. The backbone o f these resources i s your Engel & Volkers website, powered with MLS d ata.

www.login.evrealestate.com

INTE R NATIONAL LISTIN G S YNDICATION Extensive Domestic Global Exposure

ENGEL & VOLKERS PROPERTY SEARCH A P P • Access to an unparallelled portfolio of properties and yachts around the world • Property search for all types of property (plots of land, houses, apartments) to buy or rent • Commerical property of any size to buy or rent

1 MILLION

2 MILLION

2.3 MILLION

James Edition

Engel & Volkers Network

Mansion Global

Visitors per month

Visitors per month

Visitors per month

• A search function for finding motor yachts and sail yachts to buy or charter • A useful watchlist feature: simply add your favorites to the watchlist for future consiceration • Set up search requests and be informed of new items of interest All of the above, with your personalized brand. https://app.evrealestate. com/evre

2 MILLION Visitors per month

243 MILLION Visitors per month

42.4 MILLION Visitors per month

Juwai

Listhub Global

Wall Street Journal

20 MILLION

55 MILLION

180 MILLION

Listhub

Realtors.com

Zillow Group

Visitors per month

Visitors per month

Visitors per month

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ENGEL & VOLKERS BRAND CENTRAL

ENGEL & VOLKERS SHOP TV ShopTV is a platform used to display properties for sale, animated and in high resolution, on televisions inside the shop. This display is attractive, contem porary, and catches customer's attention. You'll have the opportunity to have your listing sha red in all Engel & Volkers shops around the globe provide in much more exposure. Additionally, you'll be more connected within our network as you have the ability to see other's listings daily.

Engel & Volkers Brand Central is an interface that allows the user to flexibly and indecently produce, manage, order and send corporate identity consistent marketing materials, which are professionally printed and shipped, as well as purchase personal brand items and special gifts for clients. Both the structure of the user interface and the specific features of the system itself have been designed to cater to the specific needs of Engel & Volkers partners.

STATIONARY Business Cards The Brand Card Letterheads & Envelopes Compliment Cards & Envelopes

MARKETING PIECES GG customizable Wraps Customizable "Compliments of" labels Expose Postcards Social Media Graphics

Notecards & Envelopes Pocket & Flat Folders

Distinctive Marketing Measures

MERCHANDISE

LISTING PRESENTATION

Wax seal and wax refills

Covers

Chocolates and mints Reusable grocery bag

Divider Tabs Letterhead Stock

Flash drives Memo pads

Presentation Boxes

Pens Red banister sign topper

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Open Houseand ForSal eSi gns

GG Cl ub i sa t ur nkeysol ut i on t hatal l owsadvi sor si nt he Uni t ed St at est o aut omat i cal l ymar kett ot hei rcl i ent sbysendi ngt hem ei ghti ssuesofcust omi zed GG magazi nesoverat woyearper i od,al ongsi deanopt i onalcoverl et t er .Our hopei st hi shel psyou t o cont i nuet o do whatyou do besti n ser vi ci ng home buyer sandsel l er swi t ht hehi ghestqual i t yexper i ences.

Engel& Völ ker ssi gnsdecl ar eahi gherst andar d and capt ur et heat t ent i on of dai l yt r af f i cwhi ch i ncl udest hosewho ar et hi nki ng aboutori nt hepr ocessof l ooki ng f ora new home.Oursi gnat ur e si gns ar et r ust ed and r ecogni zed wor l dwi deasasymbolofexcept i onalr ealest at eoppor t uni t i esatal lpr i cepoi nt s.

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beused f orbr and awar enesspur posesamongl ocalbusi nesses,ser veasagi f t af t ercl osi ngandhel padvi sor sst ayt opofmi ndf orr ef er r al s.

Anadvi sorenr ol l st hei rcl i entvi aevr eal est at e. com/ ggcl ub.Thecoveroft he magazi ne wi l lbe cust om-br anded wi t ht he advi sor ’ scol l abor at i ve l ogo and cont acti nf or mat i on,whi char epr i nt ed di r ect l yont hecover .Themagazi neand opt i onalcoverl et t erwi l lt henbemai l edt ot headvi sor ’ scl i entei ghtt i mesovert he nextt woyear s.Advi sor scanenr ol lcl i ent satanyt i me.

Theyar esl eekand el egantwi t ht hesi gnat ur er ed “bani st erknob. ”Theaddi t i on ofsi gn r i der sal l owsf ordet ai l ed i nf or mat i on such asf eat ur esand websi t e addr esses.Al loursi gnsar epr oducedbyt r ust edandpr ovencor por at epar t ner s.

Special Olympics A proud champi on of Special Olympics and the first cause-marketing sponsor of the Play Unified Campaign LEADERSHIP AWARD For the #1 Shop that raised the most money thro u g ho u t pa rt i c i p at i ng in the corpo r ate I y sponsored fund r aising activities: E xchange Events, Contribution at Closing, Spirit of Giving,

Additional Privileges National Association of Realtors Professional Development We have created a special program for our advisors through our relationship with REBAC that provides 15% off any online courses* including: • Certified Intern ational Property Specialist • Resort and S econd Home Property Specialist • Senior Real Estate Specialist

Exchange Registration.

Tiffany's & Co.

LOCAL SPIRIT PARTNER AWARD For the #1 Shop that collectively donated time and resources and r a ised funds to m ake a

Once logged into the system all members of Engel & Volkers benefit from

significant difference for the local chapter.

s avings at Tiff any's & Co. Ordering is e asy and conven ient by phone at

VOLUNTEER EXTRAORDINAIRE For the ind ividu al who m ade a sign if i c ant d i f f e r en c e h e l p i n g S p e c i a l O l y mp i c s as a volunteer.

SPECIAL OLYMPICS CHAMPION AWARD Our discretionary award that will be presented to a S hop or Individu al when something extra amazing is done on behalf of Special Olympics in a calendar year.

CONTRIBUTION AT CLOSING AWARD Presented to the #1 S hop and Adviso r who c o n t r i b u t e s the mo s t money through o u r Contribution at Closing Program.

800-770-0080 opt. #2, at any s tore lo c ation in the US , o r on l in e at https://business. tiff any. com.

Rezora Email Marketing

Social Media Advertising

See how Rezora can help you market your listings, protect your brand, and leverage your brand across multiple divisions.

Engel & Volkers provides an easy to use tool for creating your own on brand social templates. You simply choose your picture and type the text that you want and the graphic is created for you.

Create and deliver beautiful on-brand content through multiple platforms, including emails, social media, marketing campaigns, and more. Market a listing in just minutes wi th their user-friendly system automatically integrated with the MLS. You'll know what is working and where to put your efforts with Rezora's real-time reporting and analytics feature based on consumer's responses and preferences.

SOLD $2,099,000 93 PUTNAM CIRCLE NE I ATLANTA

ENGEL&VOLKERS.

$1,209,000 720 GLENGATE PLACE I ATLANTA

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Cooperative Advertising • Engel & Volkers works with select publications to reach specific target markets • Easily include listings in ads in the most highly respected and widely read publications • Benefit from pre- negotiated, subsidized rates • Publications selected based on readership and connection to Engel & Volkers brand • Promote the benefits of the Engel & Volkers network to future listings • Titles include: International New York Times, The New York Times, The Wall Street Journal, Vanity Fair, Architectural Digest, Robb Report Exceptional Properties, and more

ELITE CLUBS, AWARDS & EVENTS

ENGEL & VOLKERS ELITE CLUB

CHAIRMAN'S CIRCLE A Chairman's Circle Advisor shall have earned greater than 1,000,000 in closed G CI, or a minimum of 60 closed sides, for the calendar year.

PRESIDENT'S CIRCLE A President's Circle Advisor shall have earned between $625,000 and $999,000 in closed GCI, or a minimum of 48 closed sides, for the calendar year.

DIAMOND LEVEL A Diamond Level Advisor shall have earned between $250,000 and $624,999 in closed GCI, or a minimum of 36 closed sides, for the calendar year.

RUBY LEVEL A Ruby Level Advisor shall have earned between $100,000 and $249,999 in closed GCI, or a minimum of 24 closed sides, for the calendar year.

ONYX LEVEL A Onyx Level Advisor shall have earned between $65,000 and $99,999 in closed GCI, or a minimum of 12 closed sides, for the calendar year.

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ENGEL & VOLKERS EXCHANGE

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The largest annual event for the Engel & Volkers Americas network Once a year, the very best in real estate from across the Americas come together to collaborate, celebrate and share in being members of Engel & Volkers' truly unique and high-caliber network. At Exchange, we have the privilege of experi encing the power of Engel & Volkers' reputati on and its pe ople as we c onnect and learn from passi onate real estate professi onals and industry game-changers who all share an unwavering commi tment to being and serving as the best.

EXCHANGE 2021

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PRIVATE OFFICE AN INTERNATIONALLY OPERATING PREMIUM PROPER ADVISOR Private Office represents the highest category of service offered by Engel & Volkers. Private office Advisor status is given to top producing agents within the Engel & Volkers network.

We focus on global off-market real estate opportunities in the world's most prestigious locations. The Private Office network includes celebrities, dignitaries, and business leaders - which is why we always put discretion first in our service approach.

ENGEL & VOLKERS Atlanta North Fulton & Buckhead Atlanta

ENGEL & VOLKERS Atlanta North Fulton & Buckhead Atlanta

LEAD PROGRAMS

SHOP TOOLS PROVIDED BY SHOP

feZillow

• Marketing support with dedicated marketing team • 4 Dedicated Brokers

With our team strategically located throughout Zillow's top zip codes, we have successfully

Engel & Volkers branded folders • Engel & Volkers branded letterhead

maintained a top designationin Zillow's Flex program, which helps us secure

• Office space • Headshots

more lead volume and deals for our advisors.

• Free Rezora, Cloud CMA and Adwerx access.

BoomTown! ®

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BoomTown's world-class lead generation, CRM technology, and real estate websites work hand-in-hand, so you can ditch the

rezora

au tom at ica II y p u11 p ro p ert y in fo rm ation.

Engel & Volkers also provides templated

grunt work and focus on creating a delightful experience clients talk about.

Through our partnership with our closing attorney partner, McMichael and Gray,we launched a new partnership

Rezora is a digital marketing software for real estate that integrates with MLS to

emai Is for your use through the service.

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Cloud CMA

with Opcity and their Realtor.com program Our shops and advisors are currently ranked #1

A l l o w s y o u t o e a s i ly c re a t e l i s t i n g presentations with content including CMA with property data and photos utiizing the Engel & Volkers brand.

in the program and have added numerous incremental sales

(@) PROSPECT FARMING TOOL

Building your database is one of the most

To p a g e n t s u s e A d w e r x f o r s m a r te r

important actions you can take as a real estate professional. As an advisor on our team, you

local digital advertising. Our shops p ay f o r 1 w e e k o f e v e r y l i s t i n g p l u s

have access to 100 prospect matches per month at no cost. Get easy access to web leads, homeowner contact information, and real estate property data, so you can spend more time closing!

Adwerx

r e m a r ke t i n g a d s f o r y o u r a u d i e n c e .

MEET OUR LEADERSHIP MULTI-LEVEL BROKER SUPPORT

Shirley is a power house in the Atlanta Real Estate market with over 30 years of an extraordinarily varied business background in real estate sales, management and new construction. She has held prominet executive positions in several wellknown national new homes companies. Shirley is our New Homes leader as well as the broker back-up for both shops when Kelly is not available.

Shirley was the first to bring the Engel &Völkers brand to Atlanta in 2007. Engel & Völkers has named Shirley its No. 1 advisor in the world for number of units closed for the past five years.

Shirley Gary Owner/Broker/CEO

Shirley.Gary@evrealestate.com Direct: 404-213-4299 Kelly’s real estate career spans over 25 years of success in residential sales, management, and business developement for some of the most respected firms in Altanta. She’s passionate about running a brokerage with high standards of business practice in procuring the very best seasoned professionals to represent Engel & Völkers Buckhead Atlanta and Atlanta North Fulton.

Kelly is committed to creating an environment conducive to high production that inspires and empowers the E&V Advisors. “Our brand is not about a luxury price point. It’s about a luxury experience.”

Kelly Stephens Vice President and Managing Broker Kelly.Stephens@evrealestate.com Direct: 404-428-0367

Joe has a multi-faceted role at both of our shops. In addition to being Shirley’s partner in business as well as life, he manages builder accounts, facilitates our E&V offices, supervises Shop Advisory protocol, and audits contracts. Joe also performs photography for listings as needed and most importantly makes sure the team has everything they need to be successful.

Joe Gary Owner/Broker/Compliance Joe.Gary@evrealestate.com Direct: 404-429-9922

EXPERTS in REAL ESTATE ready to support you.

Christine Macrenaris Director of Marketing

Christine.Macrenaris@evrealestate.com

Alix Hunsucker Assistant Managing Broker/ Director of Sales Alix.Hunsucker@evrealestate.com

Jill Davis Marketing Assistant

Jill.Davis@evrealestate.com

Christine is in charge of all things marketing for the shops, brand and advisor level. She is responsible for partner relationships with tools such as Adwerx, Rezora and Corporate initiatives. She manages advertising and PR programs and the strategic direction of the company’s communication plan.

Alix focuses on sales management, talent recruitment and engagement to help advisors meet their business plan objectives. She is a people person and loves coaching and mentoring the team. Alix is the assistant managing broker and is available to field questions about the lead programs and any part of your sales transactions.

Jill is the marketing assitant and supports agent marketing initiatives including Rezora, Flyers, Real Satisfied and special projects. Jill also is our resident social media guru.

Lisa Young Agent Closing Concierge

Lisa is your contract-to-close resource. She is also your liason for all McMichael and Gray, our Closing Attorney partner, related items. Lisa also is the contact for the Prospect Matching Program and brings us CE classes from McMichael and Gray on a monthly basis. Contact Lisa for help with all things related to closings!

Gena Stewart Accounting Manager

Gena manages all of the accounting needs for both E&V shops. Contact Gena for any items related to your commissions, fees, or accounting needs.

Kim Hasty Buckhead Office Manager

Kim manages the Buckhead office. Contact Kim for all adminstrative and non-Broker contract questions.

Rita Ascher Atlanta North Fulton Office Manager

Rita manages the Atlanta North Fulton office. Contact Rita for all adminstrative and non-Broker contract questions.

Lisa.Young@evrealestate.com

Gena.Stewart@evrealestate.com

Kim.Hasty@evrealestate.com

Rita.Ascher@evrealestate.com

ATLANTA NORTH FULTON

2610 OLD MILTON PARKWAY, SUITE 110 ALPHARETTA, GA 30009 678-573-6930

BUCKHEAD ATLANTA

3221 PEACHTREE ROAD SUITE 105

ATLANTA, GA 30305 678-373-0739

ENGEL & VOLKERS

ATLANTA NORTH FULTON 3221 Old Milton Parkway Suite 110 Alpharetta, GA 30009 Ph: 678-573-6930

Buckhead Atlanta

3221 Peachtree St NE Suite 105 Atlanta, Ga 30305

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