Engel & Völkers Bend Advisor Guide

CENTRAL OREGON

A d v i so r Gui d e

1

About This Handbook This handbook serves as a reference guide for policies, procedures, and best pract ices wit hin Engel & Völkers Bend.

It s purpose is t o: -

Clar if y off ice expect at ions

-

Pr omot e consist ency acr oss t he br oker age

-

Help advisor s navigat e t r ansact ions eff icient ly

-

Pr ot ect our client s, advisor s, and br oker age

-

Pr ovide a single r esour ce for common quest ions

W henever you have quest ions t hat are not addressed here, cont act Shelly.

Impor t ant Legal Not ice This handbook is int ended as a guide and does not creat e an employment agreement or cont ract ual right s.

All advisors associat ed wit h Engel & Völkers Bend are independent cont ract ors operat ing under t he t erms of t heir Independent Cont ract or Agreement ("ICA"). If any provision of t his handbook conf lict s wit h t he ICA, t he ICA will govern.

Engel & Völkers Bend reserves t he right t o modif y, updat e, or discont inue any policy cont ained in t his handbook at it s discret ion. Advisors will be not ified of mat erial policy changes whenever pract ical.

2

Welcome t o Engel & Völker s Bend!

Our advisors are more t han real est at e agent s? t hey are t rust ed advisors commit t ed

to

delivering

except ional

service,

local

expert ise, and a premium client experience. Every int eract ion ref lect s our reput at ion, and every t ransact ion is an opport unit y t o st rengt hen t he Engel & Völkers brand.

This handbook is designed t o help you underst and our office policies, expect at ions, and resources so you can confident ly build your business while providing out st anding service t o your client s.

We are excit ed t o have you as part of our t eam and look forward t o support ing your success.

Our Philosophy We believe successful advisors are built on t hree foundat ions: -

Pr ofessionalism

-

Int egr it y

-

Except ional client ser vice

W hile every advisor operat es an independent business, we share one brand and one reput at ion. Every advisor is expect ed t o conduct business et hically, professionally, and in accordance wit h Oregon law, t he REALTOR®Code of Et hics, and Engel & Völkers st andards.

3

Table of Cont ent s Sect ion

4

Page #

Our St andar ds

..............................

6

Living t he Br and

..............................

8

Being an EV Advisor

..............................

12

Wor king Toget her

..............................

14

Pr ofessional Requir ement s

..............................

16

Annual Success Checklist

..............................

18

The Advisor Jour ney

..............................

20

Tr ansact ion & Compliance

..............................

22

M ar ket ing & Br and St andar ds

..............................

26

Tools & Resour ces

..............................

28

"Business is built on r elat ionships, r elat ionships ar e built on t r ust , and t he f oundat ion of t r ust is honest y."

5

Our St andar ds At Engel & Völkers Bend, our reput at ion is built one relat ionship at a t ime. Every conversat ion, showing, negot iat ion, and closing ref lect s not only on you, but on every advisor who represent s our brand.

As an Engel & Völkers Advisor, we ask t hat you commit t o t hese st andards every day.

We Put Client s Fir st We place our client s' int erest s above our own. Every recommendat ion should be guided by honest y, t ransparency, and what is genuinely best for t he client .

We Act W it h Int egr it y Our reput at ion is our great est asset . We conduct business et hically, keep our commit ment s, and do t he right t hing? even when no one is wat ching.

We Pur sue Excellence Good enough is never our st andard. W het her market ing a luxury est at e or helping a first -t ime buyer, we st rive t o deliver except ional service and at t ent ion t o det ail.

We Communicat e Pr ofessionally We respond prompt ly, communicat e clearly, and t reat every client , colleague, and indust ry part ner wit h court esy and respect .

6

We Respect One Anot her Success is st ronger when it is shared. We celebrat e each ot her's accomplishment s, collaborat e when appropriat e, and maint ain a cult ure of professionalism and mut ual respect .

We Pr ot ect Tr ust Our client s t rust us wit h personal informat ion and life-changing decisions.

We safeguard confident ial informat ion and handle every t ransact ion wit h discret ion.

We Never St op Lear ning Real est at e is const ant ly evolving. We are commit t ed t o improving our knowledge, developing our skills, and st aying informed so we can bet t er serve our client s.

We Repr esent t he Br and Pr oudly Every int eract ion ref lect s t he Engel & Völkers name. We t ake pride in our appearance, our professionalism, and t he experience we provide t o everyone we serve.

Our Commit ment Being an Engel & Völkers Advisor means more t han holding a real est at e license. It means represent ing one of t he world's most respect ed luxury real est at e brands wit h professionalism, int egrit y, and a genuine commit ment t o except ional service.

Toget her, we creat e an experience t hat earns t rust , builds last ing relat ionships, and elevat es t he st andard of real est at e in our communit ies.

7

Living t he Br and M or e Than a Tr ansact ion At Engel & Völkers Bend, we believe real est at e is about more t han buying and selling homes. It 's about helping people t hrough some of t he most meaningful decisions of t heir lives.

Every client deserves t hought ful guidance, honest advice, and an experience t hat leaves t hem feeling confident ? not pressured.

W het her we're assist ing a first -t ime buyer, a growing family, or a luxury homeowner, our responsibilit y is t he same: t o serve wit h professionalism, int egrit y, and care.

Our success isn't measured solely by t ransact ions closed. It 's measured by t he t rust we earn, t he relat ionships we build, and t he reput at ion we st rengt hen wit h every int eract ion.

We Ar e Advisor s Our t it le is int ent ional.

We are Real Est at e Advisor s, not simply salespeople.

That means we: -

Educat e before we persuade.

-

List en before we recommend.

-

Advocat e before we negot iat e.

-

Solve problems before t hey become obst acles.

-

Help client s make informed decisions? not pressured ones.

Our goal is never simply t o close a t ransact ion. Our goal is t o become

t he

t rust ed

professional

our

client s

recommend t o t heir family, friends, and colleagues.

8

confident ly

Ever y Int er act ion M at t er s Luxury isn't defined by price alone? it 's defined by experience.

Every phone call, email, t ext message, showing, list ing appoint ment , negot iat ion, and closing is an opport unit y t o demonst rat e professionalism and reinforce t he Engel & Völkers brand.

We st rive t o ensure every client feels: -

Heard

-

Respect ed

-

Well informed

-

Confident

-

Appreciat ed

Small det ails oft en leave t he biggest impression.

Excellence Is a Daily St andar d Except ional service doesn't happen by accident .

It comes from consist ent habit s, t hought ful preparat ion, and a commit ment t o cont inual improvement .

As an Engel & Völkers Advisor, you are expect ed t o: -

Know your market .

-

Prepare t horoughly.

-

Communicat e proact ively.

-

Follow t hrough on commit ment s.

-

Cont inue learning and developing your expert ise.

-

Represent t he brand wit h pride.

Excellence isn't reserved for luxury list ings? it 's t he st andard we bring t o every client and every t ransact ion.

9

We Succeed Toget her W hile every Advisor operat es an independent business, we share one office, one reput at ion, and one commit ment t o excellence.

We believe a collaborat ive cult ure makes everyone st ronger.

That means we: -

Celebrat e each ot her's successes.

-

Share knowledge generously.

-

Treat fellow Advisors and st aff wit h professionalism and respect .

-

Resolve disagreement s const ruct ively.

-

Support one anot her in delivering an except ional client experience.

W hen one Advisor succeeds, it st rengt hens t he ent ire brokerage.

Our Pr omise Every decision we make should ref lect t he values t hat define Engel & Völkers.

Before every conversat ion, appoint ment , or negot iat ion, ask yourself: -

Does t his build t r ust ?

-

Does t his cr eat e value for my client ?

-

Does t his r epr esent t he Engel & Völker s br and w it h excellence?

If t he answer is yes, you're living t he brand.

10

CENTRAL OREGON

"L ux ur y is not def ined by t he homes w e r epr esent . It is def ined by t he ex per ience w e pr ovide."

11

Being an Engel & Völker s Advisor Your Role As an Engel & Völkers Advisor, you operat e an independent business backed by one of t he world's most respect ed real est at e brands. W hile you are an independent cont ract or, you are also a represent at ive of our brokerage, and every int eract ion ref lect s on our collect ive reput at ion.

Success comes from combining your ent repreneurial spirit wit h t he support , syst ems, and st andards of Engel & Völkers Bend.

W hat We Expect Every Advisor is expect ed t o: -

Conduct business honest ly and et hically.

-

M aint ain a high level of professionalism.

-

Put client s' int erest s first .

-

Respond prompt ly t o client s and colleagues.

-

M eet deadlines and follow company procedures.

-

Seek guidance when faced wit h unfamiliar sit uat ions.

-

Cont inue developing t heir knowledge and skills.

-

Posit ively represent t he Engel & Völkers brand.

Communicat ion Open communicat ion is essent ial t o a successful brokerage.

We encourage Advisors t o ask quest ions, seek advice, and collaborat e wit h leadership whenever challenges arise.

If you're uncert ain about a t ransact ion, cont ract , disclosure, or et hical issue, cont act your Shelly before moving forward. Asking quest ions early helps prevent problems lat er.

12

Account abilit y Every Advisor is responsible for: -

M aint aining an act ive Oregon real est at e license.

-

Complet ing all required cont inuing educat ion.

-

M aint aining REALTOR® and M LS memberships, when applicable.

-

Keeping cont act informat ion current wit h t he brokerage and licensing aut horit ies.

-

Following all applicable st at e laws, M LS rules, REALTOR® Code of Et hics, and company policies.

Failure t o maint ain t hese requirement s may result in suspension of brokerage act ivit ies unt il compliance is rest ored.

Independent Cont r act or Relat ionship Advisors associat ed wit h Engel & Völkers Bend are independent cont ract ors operat ing under t he t erms of t heir Independent Cont ract or Agreement (ICA).

This guide is int ended t o supplement ? not replace? t he ICA. If a conf lict exist s bet ween t his guide and t he ICA, t he ICA will govern.

Ask Quest ions We believe mist akes are best prevent ed t hrough communicat ion.

If you encount er a sit uat ion t hat is unusual, unfamiliar, or raises legal or et hical concerns, cont act Shelly before t aking act ion.

No one is expect ed t o know everyt hing, but every Advisor is expect ed t o seek guidance when needed.

13

Wor king Toget her One Team, Shar ed Success Alt hough every Advisor operat es an independent business, we all cont ribut e t o t he reput at ion of Engel & Völkers Bend. Our success is st rengt hened when we collaborat e, communicat e openly, and support one anot her.

We encourage Advisors t o share knowledge, celebrat e each ot her's achievement s, and maint ain a posit ive, solut ions-orient ed cult ure.

Off ice Suppor t Our st aff is here t o support your business, but every Advisor is ult imat ely responsible for managing t heir own t ransact ions and meet ing deadlines.

To help everyone work efficient ly: -

Respect st aff members' t ime and responsibilit ies.

Provide complet e and accurat e informat ion when request ing assist ance.

Plan ahead whenever possible.

Treat st aff, vendors, and service providers wit h court esy and professionalism.

St rong part nerships bet ween Advisors and st aff creat e a bet t er experience for everyone? especially our client s.

Collabor at ion Healt hy compet it ion can mot ivat e us, but collaborat ion st rengt hens our brokerage.

We encourage Advisors t o: 14

Share knowledge and best pract ices.

Support newer Advisors.

Celebrat e one anot her's successes.

Resolve disagreement s respect fully and professionally.

Fost er a cult ure where everyone can succeed.

Pr ofessional Conduct Every int eract ion cont ribut es t o t he cult ure of our office.

Advisors are expect ed t o: -

Treat everyone wit h respect .

-

M aint ain a posit ive and professional at t it ude.

-

Honor commit ment s and deadlines.

-

Accept const ruct ive feedback professionally.

Help creat e a welcoming environment for client s, guest s, and fellow Advisors.

Conf lict Resolut ion Disagreement s occasionally arise in any professional environment .

W henever possible, Advisors should communicat e direct ly and respect fully t o resolve issues. If addit ional guidance is needed, Shelly is available t o help facilit at e a const ruct ive resolut ion.

Our goal is always t o preserve professional relat ionships while maint aining t he highest st andards of int egrit y and respect .

Building a St r ong Cult ur e Every Advisor cont ribut es t o t he experience client s have wit h Engel & Völkers Bend.

W het her assist ing anot her Advisor, welcoming a visit or, ment oring a new t eam member, or represent ing t he brokerage in t he communit y, your act ions help shape t he cult ure and reput at ion of our office.

Toget her, we creat e an environment where Advisors are proud t o work and client s are proud t o refer t heir friends and family.

15

Pr ofessional Requir ement s Or egon Real Est at e License M aint ain an act ive Oregon real est at e license in good st anding at all t imes.

Requir ement s: -

Keep your license act ive and current .

-

Not if y Shelly immediat ely if your license becomes inact ive, expires, or is subject t o disciplinary act ion.

Do not conduct real est at e act ivit y while your license is inact ive.

REALTOR®& M LS M ember ship Act ive part icipat ion in your local REALTOR® Associat ion and M LS helps ensure professionalism and access t o t he t ools needed t o serve client s.

Requir ement s: -

M aint ain membership in your local REALTOR®Associat ion.

-

M aint ain act ive M LS access.

-

Remain in good st anding wit h all required memberships.

-

Advisors are responsible for all associat ed dues and fees.

Cont inuing Educat ion Ongoing educat ion is an essent ial part of professional growt h and compliance.

Requir ement s: -

Complet e all Oregon cont inuing educat ion requirement s before your license renewal.

-

M aint ain records of complet ed coursework.

-

Complet e REALTOR® et hics t raining as required by t he Nat ional Associat ion of REALTORS®.

16

Insur ance & Cr edent ials To prot ect yourself, your client s, and t he brokerage: -

M aint ain a valid driver's license.

-

M aint ain required aut omobile insurance.

Carry any addit ional insurance required by brokerage policy or Oregon law.

Keeping Your Infor mat ion Cur r ent Please not if y t he brokerage prompt ly of any changes t o: -

Name

-

Address

-

Phone number

-

Email address

-

Emergency cont act informat ion

-

Licensing st at us

Keeping your informat ion current ensures smoot h communicat ion and compliance.

Ask Befor e You Act Real est at e is const ant ly evolving, and every t ransact ion is different .

If you have quest ions regarding: -

Licensing

-

Et hics

-

Cont ract s

-

Compliance

-

Unusual t ransact ions

Reach out t o Shelly before moving forward. We're here t o help.

17

Annual Success Checklist Licensing & Compliance ? Oregon real est at e license is act ive ? Cont inuing educat ion complet ed ? REALTOR®membership renewed ? M LS membership act ive ? NAR Et hics requirement complet ed (when applicable) ? Brokerage records and cont act informat ion are up t o dat e

Business Essent ials ? Business cards and market ing mat erials are current ? Headshot is up t o dat e ? Email signat ure ref lect s current branding ? CRM / dat abase is organized and backed up ? Personal websit e and social media profiles are current

Pr ofessional Development ? Annual business goals have been reviewed ? M arket ing plan is in place ? Cont inuing educat ion or professional development goals are est ablished ? Communit y and net working involvement is planned for t he year 18

CENTRAL OREGON

Success T ip: Set aside t ime each Januar y t o r eview t his check list and ensur e you'r e pr epar ed

f or

anot her

successf ul

year.

Small habit s complet ed consist ent ly lead t o except ional r esult s.

19

The Advisor Jour ney

List ing

M arket ing

Cont ract

Due Diligence

Closing

Post -Closing

List ing A successf ul list ing st ar t s w it h gr eat pr epar at ion.

-

Part ner wit h Sharon our Tr ansact ion Coor dinat or for a seamless, whit e-glove list ing experience.

-

Gat her all required document s before going live.

-

Set clear expect at ions wit h your client from day one.

M ar ket ing Ever y home deser ves except ional pr esent at ion.

-

Work wit h Nat e t o creat e cust om market ing mat erials.

-

Ut ilize professional phot ography, social media, print , email, and digit al market ing.

-

Ensure all market ing ref lect s Engel & Völkers brand st andards.

Cont r act An accept ed offer is just t he beginning.

20

-

Submit all execut ed document s prompt ly.

-

Open escrow and confirm earnest money.

-

Keep your client s informed t hroughout t he process.

Due Diligence Pr oact ive communicat ion keeps t r ansact ions moving.

-

St ay ahead of inspect ions, appraisals, and deadlines.

-

Communicat e regularly wit h all part ies.

-

Cont act Shelly if challenges arise.

Closing Pr epar at ion leads t o a smoot h closing.

-

Confirm all condit ions have been sat isfied.

-

Coordinat e wit h escrow, lenders, and your client s.

-

Celebrat e a successful t ransact ion.

Post - Closing The r elat ionship doesn't end at closing.

-

Deliver an except ional final experience.

-

Request a review or t est imonial.

-

St ay in t ouch and become your client s' lifelong real est at e advisor.

***If you ever need help finding vendors or need help wit h recommendat ions for client s, cont act t he office for help.*** 21

Tr ansact ion & Compliance Your Responsibilit ies As t he Advisor, you are responsible for managing your t ransact ion from st art t o finish.

This includes: -

Following Oregon real est at e laws and regulat ions.

-

Using approved forms and disclosures.

-

M eet ing cont ract ual deadlines.

-

Communicat ing wit h all part ies t hroughout t he t ransact ion.

-

Submit t ing required document s t o t he brokerage on t ime.

-

Asking for guidance whenever quest ions arise.

Ult imat ely, every t ransact ion is your responsibilit y, but you are never expect ed t o navigat e difficult sit uat ions alone. Shelly and t he office are available t o help.

Befor e You List a Pr oper t y Before market ing any propert y, confirm t hat you have: ? A fully execut ed List ing Agreement ? All required seller disclosures ? Signed M LS document at ion ? Broker approval, if required ? M arket ing request submit t ed ? Phot ography scheduled ? List ing ent ered int o M LS wit hin required t imelines No

pr oper t y

should

be

mar ket ed

document at ion has been complet ed.

22

unt il

t he

r equir ed

Once an Offer Is Accept ed Once a purchase agreement has been fully execut ed: ?

Submit

t he complet e cont ract

to

t he brokerage

immediat ely (no lat er t han one business day). ?

Deliver all required document s t o t he Transact ion

Coordinat or. ? Confirm earnest money inst ruct ions. ? Calendar all cont ract ual deadlines. ? M aint ain communicat ion wit h your client t hroughout t he t ransact ion.

The sooner document at ion is submit t ed, t he sooner our t eam can help ensure a smoot h t ransact ion.

Tr ansact ion Files Every t ransact ion file should be: -

Complet e

-

Accurat e

-

Organized

-

Submit t ed prompt ly

Required document s should be uploaded according t o brokerage procedures. Incomplet e files can delay commission payment s and creat e unnecessary compliance issues.

23

Tr ansact ion & Compliance W hen Somet hing Doesn't Go As Planned Real est at e t ransact ions don't always go according t o plan.

If you encount er: -

A cont ract disput e

-

An et hical concern

-

Threat ened lit igat ion

-

An unusual financing arrangement

-

A complicat ed legal quest ion

-

An issue you haven't handled before

Cont act Shelly befor e t aking act ion.

Our goal is t o solve problems early while prot ect ing bot h our client s and t he brokerage.

Compliance Every Advisor is expect ed t o conduct business in accordance wit h: -

Oregon Real Est at e Agency requirement s

-

REALTOR®Code of Et hics

-

Fair Housing laws

-

RESPA regulat ions

-

Brokerage policies

-

Your Independent Cont ract or Agreement

Compliance is not simply a legal obligat ion? it is part of maint aining t he t rust our client s place in us.

24

Document at ion St andar ds A good rule of t humb: If it happened, document it .

M aint ain accurat e records of: -

Client communicat ions

-

Signed agreement s

-

Amendment s

-

Disclosures

-

Not ices

-

Import ant t ransact ion milest ones

Well-document ed files prot ect bot h t he client and t he Advisor.

Ear nest M oney Earnest money must be handled in accordance wit h Oregon law and t he t erms of t he purchase agreement .

Advisors are responsible for ensuring: -

Earnest money is delivered wit hin cont ract ual t imelines.

-

Funds are delivered t o t he appropriat e escrow or t it le company.

-

The form of payment mat ches t he purchase agreement .

Document at ion is ret ained in t he t ransact ion file.

Deadlines M at t er M issing deadlines creat es unnecessary risk for client s and t he brokerage.

Advisors are expect ed t o: -

Track all cont ract ual dat es.

-

Respond prompt ly t o request s.

-

Submit paperwork immediat ely.

-

Communicat e delays before t hey become problems.

Good t ransact ion management begins wit h proact ive communicat ion.

25

M ar ket ing & Br and St andar ds M ar ket ing Suppor t You don't have t o do it alone.

Our M arket ing Depart ment is here t o help bring your vision t o life.

W het her you need: -

Propert y brochures

-

Social media graphics

-

Email campaigns

-

Print advert ising

-

Post cards

-

List ing present at ions

-

Open house mat erials

-

Digit al market ing

-

Cust om branding pieces

We're here t o help you creat e market ing t hat elevat es your business and your list ings.

List ing M ar ket ing Every list ing deserves except ional present at ion.

W henever possible, we encourage: -

Professional phot ography

-

Video or aerial imagery

-

Thought fully writ t en propert y descript ions

-

High-qualit y print mat erials

-

St rat egic digit al market ing

-

Consist ent branding across every plat form

First impressions mat t er.

26

Br and Fir st The Engel & Völkers brand is one of our great est asset s.

Every piece of market ing should ref lect : -

Professionalism

-

Consist ency

-

Qualit y

-

Accuracy

-

Luxury present at ion

W hen in doubt , choose t imeless over t rendy.

Adver t ising St andar ds To prot ect bot h our Advisors and t he Engel & Völkers brand: -

M arket ing mat erials should be approved before publicat ion.

-

Advert ising must comply wit h Fair Housing laws.

-

All informat ion should be accurat e and current .

-

Obt ain writ t en permission before advert ising anot her Advisor's list ing.

Consist ency prot ect s t he int egrit y of our brand.

Gr eat mar ket ing st ar t s w it h gr eat pr epar at ion. ? Schedule phot ography early. ? Declut t er before phot os. ? Tell t he propert y's st ory? not just it s feat ures. ? Use professional imagery whenever possible. ? Think beyond M LS exposure. ? M arket consist ent ly, not occasionally. ? St ay t rue t o t he Engel & Völkers brand.

27

Tools & Resour ces Engel & Völkers Bend provides t he t echnology, resources, and office support t o help you operat e efficient ly and professionally. Every Advisor is responsible for using t hese t ools securely, et hically, and in accordance wit h company policies.

Off ice Resour ces Our office is designed t o support your business and creat e a welcoming environment for client s and guest s.

Available resources include: -

M eet ing and conference spaces

-

Print ing and office equipment

-

M arket ing support

-

Transact ion coordinat ion

-

Administ rat ive assist ance

-

Collaborat ive workspaces

Please help maint ain a clean, organized, and professional office for everyone.

Technology Resour ces Advisors have access t o a variet y of t echnology plat forms designed t o support t heir business.

These may include: -

Company email

-

CRM

-

M LS

-

Engel & Völkers t echnology plat forms

-

M arket ing resources

-

Transact ion management soft ware

-

Cloud st orage and collaborat ion t ools

Use t hese resources primarily for business purposes and in accordance wit h company policies.

28

Email & Communicat ion Every email, t ext message, and phone call represent s bot h you and t he Engel & Völkers brand.

Remember t o: -

Communicat e professionally.

-

Proofread before sending.

-

Respond prompt ly.

-

Prot ect confident ial informat ion.

Use company branding when appropriat e.

Off ice Et iquet t e A professional office benefit s everyone.

Please: -

Keep shared spaces clean.

-

Clean up aft er yourself.

-

Respect quiet work areas.

-

Be mindful of phone calls and meet ings.

-

Welcome visit ors professionally.

Small act ions creat e a great office cult ure.

Social M edia & Per sonal Br anding Your online presence is oft en your first int roduct ion t o pot ent ial client s.

We encourage Advisors t o: -

Represent t he Engel & Völkers brand professionally.

-

Share valuable and engaging cont ent .

-

M aint ain accurat e and up-t o-dat e profiles.

-

Think before post ing.

Remember: what you publish ref lect s on bot h you and t he brokerage.

29

Ar t if icial Int elligence Technology cont inues t o evolve, and AI t ools can be valuable resources when used responsibly.

AI may assist wit h: -

Draft ing market ing cont ent

-

Brainst orming ideas

-

Creat ing list ing descript ions

-

Organizing informat ion

-

Improving efficiency

However: -

Always review AI-generat ed cont ent for accuracy.

-

Never upload confident ial client informat ion int o public AI t ools.

-

Ensure all market ing complies wit h brokerage policies and Fair Housing requirement s.

-

Advisors remain responsible for t he accuracy of everyt hing t hey publish.

Technology should enhance your expert ise? not

replace your

professional judgment .

(I really t hink adding an AI sect ion makes t his guide feel current and forward-t hinking.

It

also

set s

clear

expect at ions

wit hout

discouraging innovat ion.)

Technology Best Pr act ices

30

-

Keep soft ware up t o dat e.

-

Back up import ant files regularly.

-

Avoid public Wi-Fi for confident ial work.

-

Prot ect client informat ion at all t imes.

-

Ask for help if you're unsure about a t echnology plat form.

Your Business Toolkit As an Engel & Völkers Advisor, you have access t o resources designed t o help you succeed.

M ar ket ing ? M arket ing Depart ment ? Design Services ? Print M at erials ? Social M edia Support

Tr ansact ions ? Transact ion Coordinat or ? M anaging Broker ? Approved Forms ? Compliance Support

Technology ? Company Email ? CRM ? M LS ? Engel & Völkers Plat forms

Off ice ? Conference Rooms ? Print ing ? Administ rat ive Support ? Collaborat ive Workspace

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Tools & Resour ces Engel & Völkers Bend provides t he t echnology, resources, and office support t o help you operat e efficient ly and professionally. Every Advisor is responsible for using t hese t ools securely, et hically, and in accordance wit h company policies.

Off ice Resour ces Our office is designed t o support your business and creat e a welcoming environment for client s and guest s.

Available resources include: -

M eet ing and conference spaces

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Print ing and office equipment

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M arket ing support

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Transact ion coordinat ion

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Administ rat ive assist ance

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Collaborat ive workspaces

Please help maint ain a clean, organized, and professional office for everyone.

Technology Resour ces Advisors have access t o a variet y of t echnology plat forms designed t o support t heir business.

These may include: -

Company email

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CRM

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M LS

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Engel & Völkers t echnology plat forms

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M arket ing resources

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Transact ion management soft ware

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Cloud st orage and collaborat ion t ools

Use t hese resources primarily for business purposes and in accordance wit h company policies.

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Email & Communicat ion Every email, t ext message, and phone call represent s bot h you and t he Engel & Völkers brand.

Remember t o: -

Communicat e professionally.

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Proofread before sending.

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Respond prompt ly.

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Prot ect confident ial informat ion.

Use company branding when appropriat e.

Off ice Et iquet t e A professional office benefit s everyone.

Please: -

Keep shared spaces clean.

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Clean up aft er yourself.

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Respect quiet work areas.

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Be mindful of phone calls and meet ings.

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Welcome visit ors professionally.

Small act ions creat e a great office cult ure.

Social M edia & Per sonal Br anding Your online presence is oft en your first int roduct ion t o pot ent ial client s.

We encourage Advisors t o: -

Represent t he Engel & Völkers brand professionally.

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Share valuable and engaging cont ent .

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M aint ain accurat e and up-t o-dat e profiles.

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Think before post ing.

Remember: what you publish ref lect s on bot h you and t he brokerage.

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Exclusively Present ed By:

EN GEL & V Ö L K ERS B EN D ? +1(541) 633-4575 M arket ing.Bend@evrealest at e.com

828 NW Wall St reet Bend, OR 97703

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