New Advisor Handbook

Engel & Völkers Boston

New Advisor Handbook

WELCOME TO THE E&V FAMILY!

New Advisor Package I On-Boarding Advisors are provided with the necessary tools to begin their business as an Engel & Völkers Advisor as soon as they come on board.

ADVISOR PORTRAITS- UNDERSTANDING THE IMPORTANCE OF A GREAT FIRST IMPRESSION Professional head shots are designed to forge a positive first impression and establish a connection.

Upon supplying a professional image, an advisor will receive 9 digital images cropped and placed on the Engel & Völkers shop interior background ready to use in print and web.

Engel & Völkers will automatically upload the appropriate images so they are available on: - The company website: evrealestate.com - The shop website: boston.evrealestate.com - The Advisor website home page slider: valeriepost.evusa.com Understanding the importance of a great first impression, E&V has created guidelines for Advisor portraits in an effort to ensure consistent high quality images. We highly recommend the use of a professional photographer when taking head shots.

PHOTO SPECIFICATIONS: POSE: - In Color - Center of frame, waist up, include - No less than 300 dpi both shoulders - Seamless, white background only - Right or left shoulder forward looking - Adequate lighting straight ahead, smiling - Arms at side, free or on hips ATTIRE: - Body language should express open, - Professional business attire welcoming and confident - Dark colored business suits and lightcolored shirts - Solid colors only, no stripes or patterns

E&V Email and World IPS Step 1 - Log into E&V World IPS 1. Log into your World IPS at: login.evrealestate.com 2. Click on ‘Sign in with Google’ 3. Enter your Engel & Völkers Google Email Address: gillian.colman@engelvoelkers.com (example) 4. Then enter your E&V Login 5. User name: ColmanGi (example) Last name, first two letters of your first name 6. Password:arzakbzd (random password that will be given to you) 7. Accept Google’s Terms of Service Step 2 - Update your E&V Login and Gmail password 1. Click on the Profile Picture on the top right of the screen 2. Click on “Change Password” 3. Update your password and click on Save 4. To set up your recovery password, review this documentation here: https://support.google.com/accounts/answer/7682439?hl=en Step 3 - E&V Email 1. Use IPS (login.evrealestate.com) or gmail.com (you will need to log in a second time if going to Gmail direct) 2. When logging into Gmail, when you get the secondary E&V log in screen: a. User name: Colmangi (example) Last name, first two letters of your first name b. PW: your new password 3. Once in your email please change your time zone and language and create your signature. You can use mine (just remember to change any hyperlinks).

4. Your actual email is first.last@engelvoelkers.com. (Please note the “e” in “Voelkers”).

You will need to use this to log into certain websites, but E&V provides an easier address for North American advisors to give to others. Just use the alias first.last@evrealestate.com when you give out your email or “send from” in Gmail.

E&V IPS - Intranet/ Backend - To log into the EV intranet go to: https://ips.evipscloud.com/ - You will log into this with your full email address first.last@engelvoelkers.com and your email password - Here you can manage listings, social media marketing, print marketing, E&V merchandise, listing presentation tools, brand central and much more!

Important Information to Keep Office Licenses: Please be sure to use the correct license number, legal name for your office, and correct tax ID form: • Boston offices: Back Bay Realty Members LLC d/b/a: Engel & Völkers Boston, License: 422199 • Newton office: Newton Realty Members LLC d/b/a: Engel & Völkers Newton, License: 422845 Become a REALTOR: Realtor Application link: (it is updated often, make sure it is prorated for the correct month). When you get your Realtor number, ask Gillian to activate your free ZipFormPlus account. https://www.gbreb.com/GBREBDocs/GBAR/Resources/Membership/Application.pdf Sync.com: Our office cloud storage provider is Sync.com. You will receive invitations to join the shared office folder as well as your own private folder. Please download the corresponding app on each of your devices. When using the app, it will work seamlessly to synchronize to each device (like Dropbox).

Letterhead: Engel & Völkers does not have an office letterhead. Each advisor has their own personal letterhead with their collaborative logo (or if applicable, their team logo). You will be provided with an editable version in the office Sync folder.

Signage: Yard and sidewalks signs can be ordered with your collaborative logo. There are no generic office signs or sign riders. Don’t wait until you get a listing to think about signage.

You can order from the vendor of your choice or use one of these: • Oakley Signs: https://www.oakleysign.com/engelvolkers/ • Dee Signs: https://www.deesign.com/real-estate-signs/engel-and-volkers/ Regular Meetings: Every Tuesday at 10:00am we have virtual sales meeting. There are also weekly virtual sales trainings on Thursdays at 1:00pm and virtual Lunch and Learns with Gillian (centering around marketing and tools) every Wednesday at noon. To join, just click the corresponding link on your Google Calendar.

Advisor Website A fully functioning collaboratively branded Advisor website is provided with a CRM database to maintain contact and connect with leads.

An effective collaborative branding tool Positions Advisor with local expertise, international reach and resources Fully functioning with design and graphics quality identical to evrealestate.com Quickly expands network of local contacts CUSTOMIZE YOUR WEBSITE Pick your slider images Pick you 6 neighborhood tiles Head shot, bio, social media Make sure your contact info is accurate and cell phone number is there

NEW ADVISOR BIO Q&A FORM

Showcasing a winning advisor biography is an important part of making a lasting first impression and gives you the opportunity to immediately communicate with potential customers. The New Advisor Bio Q&A questionnaire should be used as a guideline when creating your bio.

How many years of real estate experience do you have?

As a real estate agent, what would you consider your specialties?

In which markets do you specialize?

Why did you become a real estate advisor?

What makes you different from all of the other agents in your market?

What licensing, certifications, rewards, or recognitions and successes should we include?

Provide the city and state you current live in as well as cities and states (countries) in which you have previously lived.

Describe personal interests, hobbies or specialties to include.

If real estate was not your first career, what did you do prior to real estate?

COLLABORATIVE LOGO

E&V has developed a revolutionary, collaborative branding approach that sets it apart from competitors. Our extraordinary collaborative logo positions the expertise of its advisors with the brands expansive reach and proven resources.

The collaborative logo represents a merger of the Advisor talent and the brand. A collaborative login is created for each new advisor entering the E&V network.

Advisor Mobile App The E&V Mobile App is free to you at no additional cost. It is a custom Smarter Agent app and available after your photos are approved and active. To access your mobile app, text EVfirstnameLastname (EVGillianColman) to 844-878-4445.

From the app you and clients can easily view things like closest homes for sale, closest rentals, open houses, new listings, price changes, and custom searches.

You may also: Include in your email signature line: “To download my mobile app: http://app.evrealestate.com/EVgilliancolman/ Include on listing sheets a QR code or link: “To download my mobile app: http://app.evrealestate.com/EVgilliancolman/ Include your mobile app link in Social Media.

Share your mobile app in person at an open house.

Social Media Social media is a vital part of marketing yourself and your business, creating deeper relationships and furthering your reach. The key is to identify the right social media channels that best support your business strategies, reach your ideal audience and are efficiently manageable. It’s better to manage fewer channels and accounts well versus trying to be everywhere at once.

Social media platforms- while they increase brand awareness- should maintain certain levels of professionalism to ensure Engel & Völkers is presented to the public domain in the best light possible, across the board. You will receive a Social Media Style Guide that will review these standards, you will be able to optimize your social media pages and successfully display the brand and unique, collaborative culture that is Engel & Völkers.

Social Media Tools on Brand Central: Social Media & Digital Templates Brand Marketing and Social Assets - preset campaigns on Brand Central Campaign Instructions and Copy- Social Media Style Guide Accounts to follow on Facebook: Engel & Völkers Boston Engel & Völkers Americas Follow different shops and advisors throughout the world Accounts to follow on Instagram: Engel & Völkers Boston Engel & Völkers Americas Follow different shops and advisors throughout the world

Engel & Völkers Boston

SYSTEM TOOLS & TACTICS TO GROW YOUR BUSINESS

E&V World IPS Highlights Engel & Völkers all encompassing portal that leads you to all of the tools you will need to be successful 1. Academy - Your Learning. Your Way. - Discover courses and paths that create a unique experience based on your role at Engel & Völkers. Register for webinars and Engage using the Trainings navigation.

2. Listings Manager - Here you can manage your listings, website builder/editor, leads, clients (CRM) and more 3. Brand Central - Merchandise, Marketing and Special Olympics - Design, print and purchase postcards - Order Essentials- stationary, business cards, letterhead etc.

- Engel & Völkers Listing Presentation pages - Merchandise- Branded umbrellas, water bottles, bags, towels etc.

- Social Media and Digital templates 4. Print Marketing - GG Magazine and Private Residences - Regional and National advertising - Personalized E&V print templates 5. Google Workspace - Mail, Drive, Calender, Docs, Sheets, Chats, Currents, Jamboard etc.

6. Google Photos - One home for all of your photos- organized and easy to find 7. Engel & Völkers Blog - Relevant and professionally written articles about market trends, Engel & Völkers and beautiful property spotlights around the world.

8. Cloud CMA - Comparable market analysis branded to you and Engel & Völkers - Branded buyer tours

Resources Listing Photography:

The office pays for professional photography and floorplans if needed for new listings.

Sorry matterport and 3D tours are not covered, nor rental listings). We have several vendors. These two offer one stop shopping with both photos and floorplans: • National Floor Plans: 401-447-7007 | Jessica@nationalfloorplans.com | http://www.nationalfloorplans.com/ • Property Precision: 617-702-2898 | giorgia@propertyprecision.com | http://www.propertyprecision.com/ (you must identify yourself as an E&V Boston advisor to get the discounted plan) • Anfuso Imaging: 617-697-9113 | anfuso.imaging@gmail.com | http://anfusoimaging.com/ • Vis - Home: 617.718.5799 | support@vis-home.com | https://vis-home.com/ • David Ward: 617-828-3171 | thecreativeward@gmail.com | https://thecreativeward.com/

Lenders: Paul O’Reilly - Envision Bank - 303 Wyman Street Waltham, MA 02451 Mobile: (617) 719-9347 | poreilly@envisionbank.com https://www.envisionbank.com/mortgage/lending-team/paul-oreilly Jason Tack- Chase - 800 Boylston St Floor, Boston, MA 02199 Cell: 517-881-4004 | Jason.w.tack@chase.com https://homelendingadvisor.chase.com/ma/boston/800-boylston-st Paul Archibald- Gauranteed Rate - 51 Melcher St, Office 219 Boston, MA 02210 Mobile: 617-852-1646 | paul.archibald@rate.com www.rate.com/PaulArchibald

Attorneys: Mark Savage - Gilmartin Magence LLP - 376 Boylston St 6th floor Boston, MA 02116 Office: 617-375-9000 x 5605 | msavage@gmlawllp.com https://gmlawllp.com/ Sarah Ricciardelli- Ricciardelli & Small - 124 Main Street,#203, Charlestown, MA 02129 (617) 242-4100 ex 12 I sarah@rslawfirm.com http://rslawfirm.com/ Mark McCue - McCue, Lee & Greene, LLP - 581 Boylston St Boston, MA 02116 617-236-0212 ext.124 I mccue@mlglawfirm.com http://mlglawfirm.com/

Advisor On-boarding Overview

The E&V real estate brand will open new doors to you as an advisor, giving you the ability to connect with advisors across the world in professional ways that allow your clients to have a seamless experience. Using our tools and platforms, we allow for a consistent and universal process to enhance your real estate career. As a brand it is our goal to assist you by striving to be technology leaders as well as balancing the historical values of the company.

E&V Engage Program - Training by our certified instructor to teach or build on your current business development.

Advisor Opportunities- Branded mediums for use in your daily business Social Media- Ideas and guidelines on using Social Media to provide a consistent message to your clients.

Technology Platforms- Proprietary web based platforms to assist you in all aspects.

Advertising- Allowing you to market your properties outside of your local market at reasonable prices.

Affinity Relationships- Alignment with quality vendors to uphold our brand image.

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

Engel & Völkers Boston

OUR COMPANY

Competence, Exclusivity and Passion

The core values that define us There is a single vision shared by the thousands

meaning of our brand for each and every Engel &

of professionals who represent Engel & Völkers

Völkers advisor. Our training, marketing capabilities

worldwide. It is to link together the aspirations of

and international network ensure that our advisors

discerning individuals around the world, be it in a

can competently meet your real estate needs. They

private or business context -- with total passion.

will develop a customized strategy and provide the

To achieve this vision, we have established a set of

specialized services that will work exclusively for

core values. These values help to maintain our high

you. And they will do it all with total passion.

level of service quality worldwide and reinforce the

Who is who in your E&V Team?

Keith Shirley

Valerie Post

Owner valerie.post@evrealestate.com +1 617-908-4000

Broker I Owner keith.shirley@evrealestate.com +1 508-277-5873

Valerie is a License Partner and top producing advisor. A top advisor in Boston, member of E&V’s Private Office, and top 10 advisor in E&V worldwide. As part of the Post Shirley Team, Valerie and Keith have accomplished over $1 billion in sales in their careers. She is always available and happy to provide market insight, negotiation advice, and strategy.

Keith is a License Partner and top producing advisor. A top advisor in Boston, member of E&V’s Private Office, and top 10 advisor in E&V worldwide. As part of the Post Shirley Team, Valerie and Keith have accomplished over $1 billion in sales in their careers. Keith provides risk management, education, systems and strategies for all of our shops and advisors.

Danny Wang

Ali Choucri

Raz Panossian

Owner danny.wang@evrealestate.com 978-689-5618

Owner ali.choucri@evrealestate.com 857-266-9510

Owner ali.choucri@evrealestate.com 617-921-4113

Danny manages the South Boston shop and was inspired early on to pursue a career in real estate. With over 10 yeras of experience, his drive and market knowledge has lead to great success.

Ali manages the South Boston shop and focuses on multifamily investment properties. With over 15 yeras of real estate experience, Ali is a wealth of knowledge for his team of advisors and clients.

Raz manages the South Boston shop and actively works with clients and has completed over 20 development projects himself. He is intimately familiar with the development market.

Christine Allen

Operations Manager christine.allen@evrealestate.com +1 617-936-4194

Gillian Colman

Director of Marketing & Business Development gillian.colman@evrealestate.com

+1 813-334-4128 Gillian has 10+ years of selling real estate experience and now heads up our marketing division, recruiting and business developement for all of the shops. She is always available and willing to help you build a successful real estate career through her intimate knowledge of the business and continued support for all advisors. Help to develop marketing plans & custom materials.

David Xiao

Owner david.xiao@evrealestate.com 857-294-9010 David manages the Newton shop and has been a top producer in his market year over year. As an International advisor he is a great resource & true professional. He has robust knowledge of the market.

Christine’s role is to provide continued support for all advisors. She approves all files submitted for commissions and distributes checks, as well as doing banking & managing escrow accounts. She manages MLS, floor time, advisor on-boarding, ZipForms & aspects of office communications. She’s happy to answer questions and is your “go to” person for all office needs!

Global marketing support

Fully dedicated team of experts Engel & Völkers manages a global marketing

Engel & Völkers marketing strategies and offerings

infrastructure out of our corporate headquarters

are rooted in data and research for optimal results

in Hamburg, Germany that supports our shops

--- at every level. By identifying the unique qualities of

and advisors worldwide. This support adds to the

a property and placing it in the context of current and

targeted marketing strategies delivered by our

trending market conditions, we then identify target

Americas headquarters in Manhattan to support the

market groups and create campaigns to provide

local markets served by our Engel & Völkers advisors.

maximum exposure of the property alongside

Each local shop then leverages the brands national

messaging and branding to attract the most qualified

and international resources and reach through its

buyers. Our creative approach is also backed by

dedicated marketing specialist who works with

consumer data and testing to ensure we highlight

each advisor to create customized, multi- channel

your property in the best light.

campaigns for each property we market.

The Engel & Völkers story

Our origins as a global leader Engel & Völkers’ was founded in 1977 in Hamburg Germany as a specialty boutique agency providing luxury real estate services to wealthy European investors in search of real estate experts who were highly professional, knowledgeable, and discreet. With proven competence and passion, Engel & Völkers quickly earned a reputation for unparalleled levels of service, a highly valued professional network, and local market expertise. Our successes led to a greater demand for specialized services including yachting and aviation With a brand gaining in recognition and reputation, we established a system that allowed us to expand without sacrificing our high standards of quality.

In 1990, Engel & Völkers opened its first international shop in Majorca, Spain. It marked the beginning of our worldwide expansion throughout Europe, Africa,

Although Engel & Völkers has grown beyond a

Asia and the Americas. Today, there are more than

small boutique agency, you can still rely on us for

11,000 real estate advisors in over 30 countries. With

the qualities that remain our keys to success—local

an Americas headquarters located on Park Avenue

market expertise, a highly valued network, and an

in Manhattan, our Americas network attributes to the

unparalleled level of service.

greatest growth for the brand, with local shops rapidly opening throughout the US, Canada, Carribean and Mexico.

Engel & Völkers

TIMELINE

“Quality product offering, premium service and

innovative thinking, never seem to go out of style.” - Christian Völkers