Unique Onboarding Documents

www.uniquecollective.us

ONBOARDING

2024

UNIQUE ONBOARDING PACKET Welcome to our unique, discreet, and remote onboarding process! We are excited to have you join our team and look forward to supporting you as you start your journey with us. If you have any questions or need assistance, please do not hesitate to reach out to us. Congratulations on becoming a part of our Unique Real Estate Collective, and we can't wait to see all the great things we can collectively accomplish!

Although you are onboarding through KW, all forward facing branding, marketing, and promotional material will be specific to Unique. Unique is powered by Keller Williams Professionals robust systems and technologies, which you will have access to through Unique. We have attached a list of items below for your clarification while completing your onboarding packet.

Sponsor- Everyone who joins the Unique / KW ecosystem will name someone as their sponsor. The sponsor is the person who had the most influence in bringing you to Unique.

Command- Your Unique CRM System Powered by KW.

If you have any questions or need clarification while remotely onboarding, please reach out to Ellen directly Email: Ellenw@kw.com Phone: [828] 771-2321

NEW AGENT INFORMATION

Agent Name: Unique/KW Sponsor Name: Cell Phone Number: Email Address: Real Estate License Number: Date of Original Real Estate License: Birth Date: Team Name (if applicable):

Command Username: Password: Preferences for @Uniquecollective.us email address and website: 1 2 3

Vehicle information for parking pass:

Office Selection: 196 Coxe Ave

Make:

Unique A Real Estate Collective

Model: Year: Vehicle color:

Board Selection:

License plate:

LOTSAR

AGENT BRANDING INFORMATION Agent Name for Public Marketing: Agent Email For Public Marketing: Agent Phone For Public Marketing:

AGENT BIO Create information about yourself/your team: For a biography to use in your new personal Presentations. Bio, Stats, Personal Volume. Please limit to 380 Words:

Quote or one line: To add to your marketing:

# OF LISTINGS FOR TRANSFER # OF RIDERS TO ORDER (Minimum # must be the number of listings being transferred. You will be invoiced from the firm for your sign riders only - at $25 each).

AGENT PREFERENCES

Agent Name: Jacket Size ( S/M/L) AND ( 0, 2,4,6,8,10 Ect ): Shirt Size ( S,M,L,XL, Ect ): Food Preference / Vegan / Gluten Free : Allergies:

Shoe Size: Favorite Color: Favorite Scent: Favorite Food: Favorite Snack: Favorite Dessert: Prefer Tea, Coffee or Wine?

Hobbies: Favorite Artist or Musician:

APPROVED VENDORS If you would like to use vendors outside of Unique’s preferred

vendor list, please list below for firm approval. All marketing will need to meet Unique marketing standards.

Photographer Vendor Information Video Vendor Information Drone Vendor Information Lifestyle Video Vendor Information

PREFERENCES FOR CONTRACT TO CLOSE MANAGEMENT Our onboarding team will complete your information for the TC

PREFERRED ELECTRONIC SIGNATURE PLATFORM To be connected to Command for contracts and compliance. Unique will provide you with a DocuSign account. If you pay for a separate platform such as Dotloop, and would like to continue to do so, that can connect seamlessly as well. If you will be using a system besides DocuSign, please list with login credentials. We will connect you to your DocuSign account supplied by the firm if nothing is listed.

E-signature Platform: Username: Password:

EMAIL BLAST SOFTWARE Unique will provide you with a robust CRM within command. If you would like to use a Different software for email blast, Please List for the firm below. We will connect you through Command if nothing is listed.

Software: Username: Password:

EMAIL If you will be using something other than your Unique email for contracts. We will use your @uniquecollective

Platform: Email Address:

email if nothing is listed

HOME WARRANTY If you have a preferred vendor, if not, home warranties will be ordered through 210 home Warranty *Home Warranty Company if different than 210 Home Warranty

HOME ADDRESS

Company*: Contact Information:

SYSTEM TRANSFER At Unique, We recognize the credentials of our agents and are committed to providing them with the support and assistance they need during the onboarding process. If you would like our help with the process, please list your current login information below and we will do our best to help you ensure a smooth transition for your business! If you would like to handle all of your own system extraction, you may skip this portion.

Current Systems What electronic signature platform do you use (DocuSign, Dotloop, etc.)?

Electronic Signature Username: Electronic Signature Password: What CRM platform do you use?

CRM Username: CRM Password: Email Information Platform: Email Login: Email Password: Lead Source - Zillow / Realtor.com, etc.: Login / Username: Password: Facebook / Instagram, etc.: Login / Username: Password:

Platform / Username / Password

SYSTEM TRANSFER (CONT'D)

Current Systems

Platform / Username / Password

Website Address: Login / Username: Password: Other Systems / Platform: Login / Username: Password: Other Systems / Platform: Login / Username: Password:

Any additonal platforms, notes or concerns about the transfer of your business information:

UNIQUE A REAL ESTATE COLLECTIVE INDEPENDENT CONTRACTOR AGREEMENT ADDENDUM

Firm Licenses Name: Firm Trade Name: UNIQUE Firm Number: UNIQUE Market Center Address:

Unique A Real Estate Collective Unique AREC # C39256 196 Coxe Ave. Asheville NC 28801

(Agents Name), herein named as the Independent contractor, and Unique A Real Estate Collective agree to the following: 1 .

Independent contractor shall place his/her real estate license with Unique A Real Estate Collective as of , 20 , and this agreement shall last for the duration of independent contractors affiliation with Unique.

2.

Independent General Terms of Engagement A. Marketing - Any, and all external or personal marketing, vendors, digital, and print, will need to be approved by the firm before use for standards and consistency.

First set of business cards, initial agent branding done for you, yard signs, lockboxes, copies, and your monthly technology fees will be covered by Unique.

Sign riders, additional business cards, and print Marketing will need to be ordered directly through the firm for consistency.

B. Technology Set-up Fee- All agents affiliated with KW are required to pay a monthly fee for the use, and maintenance of technology. Unique will absorb and pay the monthly fee for agents, a fee of $100 for initial set-up and integration of technology will be debited from your account after onboarding.

C. During the entire time that agent remains with the firm, agent agrees to list all real estate listings that agent obtains, and to handle all real estate transactions in which agent engages in the name of UNIQUE , A REAL ESTATE COLLECTIVE, - DBA UNIQUE AREC.

D. Unique agents are encouraged to participate in free coaching sessions, and company meetings, but are not required to do so. [The room you're in matters.]

E. All listings transferring in from other firms will be required to purchase the ‘list to close’ marketing package for every transferring listing, for MLS and firm compliance. This package is available through the firm for all listings, and firm pays a fee to keep this option available for agents. The package is not required to be purchased for listings taken through unique, although all branding and quality has been approved, is consistent, and encouraged.

3. Compensation / Fees and Expense Allocation A. Runner- Unique will have a runner in place to set up/breakdown materials for listings. Although signs and lockboxes will be supplied, and stored by the firm, agents will be responsible for purchasing all personalized sign riders through the firm. Sign riders can be stored by the firm at no additional fee.

B. Licenses current commission, splitting, and commission structure listed below.

Unique will retain 30% before royalty cap 15% after/at 8 million in sales

Contractor recognizes that 6% royalty will be collected from contractors gross commission up to a cap as specified by KWRI. Up to $3000 in a contract year.

C. Our Fees After Cap – Independent contractor agrees to pay a fixed fee of $1500 to the brokerage once the agents / Contractors sales reach or exceed $12 million, per side / per transaction.

D. Office rent per square foot – The exact office rent per square foot will be provided separately, as it may vary depending on specific factors.

E. Unique Legacies - [Our profit sharing entity] – $12 million in volume for the previous 12 months will qualify agent to apply to Unique Legacies. This will be based upon such other terms and subject to a separate agreement.

4. Limited trademark license A. For as long as agents affiliation with Unique A Real Estate Collective continues, agent has permission to use the Unique A Real Estate Collective name and logo on his or her yard signs, business cards, letterhead, other business forms, and any other promotional or marketing materials approved by the firm.

5. E&O liability insurance; indemnification A. Agents E&O insurance covering errors and omissions will be covered by Unique A Real Estate Collective. Section 5.B, 5.C, 5.D, from the independent contractor agreement should all still apply.

B. All claims will be reviewed by the broker in charge and agent may be released of their deductible liability at BIC discretion. Without written release of deductible liability by BIC, Agent will be responsible up to $5000 per filed claim while a member of "Unique A Real Estate Collective”

6. Term and Termination A. Licensee will release and allow agent to transfer all active listings and buyer agency contracts that agent was responsible for obtaining. Any pending contracts will remain, and funds will be processed through the firm according to current commission and cap structure.

Independent contractor agrees to any and all language outlined in the “Independent Contractor Agreement," or in the “Keller Williams Professionals Realty Independent Contractor Agreement;" not covered in this “Unique A Real Estate Collective Addendum”.

IN THE EVENT OF ANY CONFLICT BETWEEN THIS “UNIQUE A REAL ESTATE COLLECTIVE ADDENDUM” AND THE ATTACHED “INDEPENDENT CONTRACTOR AGREEMENT” OR THE “KELLER WILLIAMS PROFESSIONALS REALTY INDEPENDENT CONTRACTOR AGREEMENT ADDENDUM”, THIS ADDENDUM SHALL CONTROL.

Unique A Real Estate Collective

Independent Contractor

COMPLIANCE & INDEMNITY AGREEMENT DO NOT CALL The Do Not Call Registry is a list of phone numbers from consumers who have indicated their preference to limit the telemarketing calls they receive. I agree that I will not call registrants on the Do Not Call Registry and that I will comply with federal, state and local regulations related to telemarketing. I agree to comply with any Market Center policies and guidelines related to telemarketing and the Do Not Call Registry. I agree to stop calling anyone who requests that I stop calling them for a period of five years after that request.

RESPA The Real Estate Settlement Procedures Act (“RESPA”) governs the provision of settlement services to consumers. It requires certain disclosures and outlaws kickbacks between realtors and the providers of settlement services. I agree to comply with RESPA and to have any agreements that I have with a settlement service provider reviewed by legal counsel knowledgeable about RESPA. FAIR HOUSING Fair Housing laws protect consumers from discriminatory practices. Discrimination in the sale, rental and financing of dwellings is prohibited. I agree to comply with federal, state and local fair housing laws and regulations.

INDEMNIFICATION I agree to familiarize myself with federal, state and local laws and regulations governing telemarketing, the provision of settlement services (including RESPA) and fair housing. I AGREE TO INDEMNIFY, DEFEND AND HOLD HARMLESS MY BROKER, MARKET CENTER, REGION AND KELLER WILLIAMS REALTY, INC. FOR ALL DAMAGES AND EXPENSES, INCLUDING FEES AND COSTS, INCURRED DUE TO ANY INVESTIGATION, CLAIM OR DISPUTE ARISING FROM OR RELATED TO MY ACTIVITIES, INCLUDING ANY ALLEGED VIOLATIONS OF FEDERAL, STATE AND LOCAL LAWS OR REGULATIONS GOVERNING TELEMARKETING (including alleged violations of the Do Not Call Registry), THE PROVISION OF SETTLEMENT SERVICES (including alleged violations of RESPA) AND FAIR HOUSING. I have read and understood this Compliance and Indemnity Agreement and I have been encouraged and given the opportunity to have this agreement reviewed by my own legal counsel.

ACKNOWLEDGED & AGREED: By: Signature: Printed Name:

Date:

AUTHORIZATION FOR DIRECT DEPOSIT (ACH CREDIT) Direct Deposit via ACH is the deposit of funds to an account for various purposes. This authorization will be used for the direct deposit of real estate commission payments.

Keller Williams Professionals Realty & Unique A Real Estate Collective For the account listed below, I hereby authorize Keller Williams Professionals Realty and Unique A Real Estate Collective to electronically credit my account, and if necessary, to electronically debit my account to correct erroneous credits. I agree that ACH transactions I authorize comply with all applicable law. I understand that this authorization will remain in full force and effect until I notify Keller Williams Professionals Realty and Unique A Real Estate Collective in writing that I wish to revoke this authorization, and the firm has a reasonable opportunity to act on it.

Bank Name: Routing Number (9-digits): Account Number: Checking (attach a voided check) Savings (attach a deposit slip) Recipient Name: Signature:

Date:

COMPANY must retain a copy of this authorization for two years after date of last originated.

AUTHORIZATION FOR DIRECT PAYMENT (ACH DEBIT) Direct Payment via ACH is the transfer of funds from an account for the purpose of making a payment. This authorization will be used for the debit of funds to pay my monthly agent invoice.

Keller Williams Professionals Realty & Unique A Real Estate Collective For the account listed below, I hereby authorize Keller Williams Professionals Realty and Unique A Real Estate Collective to electronically debit my account, and if necessary, to electronically credit my account to correct erroneous debits. I agree that ACH transactions I authorize comply with all applicable law. I understand that this authorization will remain in full force and effect until I notify Keller Williams Professionals Realty and Unique A Real Estate Collective in writing that I wish to revoke this authorization, and the firm has a reasonable opportunity to act on it.

Bank Name: Routing Number (9-digits): Account Number: Checking (attach a voided check) Savings (attach a deposit slip) Recipient Name: Signature:

Date:

COMPANY must retain a copy of this authorization for two years after date of last originated.

CREDIT CARD PAYMENT AUTHORIZATION FORM

By signing below, I give Keller Williams Professionals Realty and Unique A Real Estate Collective authorization to charge my credit card on file. I will be charged a $5.00 transaction fee each month my credit Card is used, and my credit card will be kept on file as a backup for any unpaid invoices.

Last four digits of credit card: Associate Name: Associate Signature: Date: Bottom half to be destroyed once credit card information is entered in secure accounting system Name on Card: Credit Card Number: Date: Expiration Date: Type:

Visa

Master Card

American Express

V Code (3 digits on back of card): Billing Zip Code: COMPANY must retain a copy of this authorization for two years after date of last originated.

MONTHLY AGENT INVOICE PROCEDURES You will be billed by email for your monthly agent invoice. The payments are due on or near the 27th of each month. You will be invoiced for additional Services/Items you have opted to use throughout the month. You also have the option to have the payment debited directly from your checking account. This will be done in the 1‐2 days following the bill due date, and there are no fees for this service.

The last payment option is by credit card. There is a fee of $5.00 for paying by credit card. This covers the bank charges we incur for this service. All agents are required to keep a credit card on file to use for any unpaid invoices, however you have the ACH option as well. Please complete the credit card authorization attached.

You will be billed directly through the transaction coordinator for any and all services not paid for by Unique.

Please select, and sign for authorization below. By signing below, I hereby authorize Keller Williams Professionals Realty and Unique A Real Estate Collective to electronically debit my account, or charge my credit card and if necessary, to electronically credit my account to correct erroneous debits, or credit card charges.

Debited Directly [No Fee] Credit Card [$5.00 Fee]

Printed Name: Signature:

Date:

UNIQUE A REAL ESTATE COLLECTIVE COMMISSION STANDARDS

By signing this document you are acknowledging / agreeing to the Unique commission standards listed below. Licenses commission, splitting, and capping policies are the same for every agent / team at Unique, and vary equally for every agent / team based on production through our collective.

Unique A Real Estate Collective will retain: 30% 15% After/at $8M in sales Cap at $12M in sales Our Fees After $12 Million in Production – Independent Contractor agrees to pay a fixed fee of $1500 per side, of every transaction.

Printed Name: Signature:

Date:

UNIQUE COMMISSION STANDARDS

Unique 30%

Unique 15%

BEFORE ROYALTY CAP

AFTER / AT $8 MILLION IN SALES

Agent 70%

Agent 85%

Unique Fees Unique will retain 30% 15% After $8M in sales

Office Fees Fixed fee of $1500 when agent's sales reach or exceed $12 million in volume annually.

LIABILITY WAIVER FORM (Required for Pickleball Court Use)

I realize that participation in use of the Pickleball Court and other activities on the property grounds could involve some possible personal injury. Despite precautions, accidents and injuries may occur. By signing this release form, I , assume all risks related to the use of any and all spaces used by Unique A Real Estate Collective, LLC. I agree to release and hold harmless Unique A Real Estate Collective, LLC and it’s staff members, and facilities from any cause of action, claims, or demands now and in the future. I will not hold Unique A Real Estate Collective, LLC liable for any personal injury or any personal property damage, which may occur on the premises before, during or after office hours. Furthermore, I agree to obey any facility rules and take full responsibility for my behavior in addition to any damage I may cause to the facilities utilized by Unique A Real Estate Collective, LLC. I understand that Unique A Real Estate Collective, LLC is a licensed, accredited and insured organization. In the event that I should observe any unsafe conduct or conditions before, during or after my use of the available facilities, I agree to report the unsafe conduct or conditions to a Unique representative as soon as possible.

Agent’s Name: Agent's Signature:

Date:

UPLOAD TO ONBOARD

Click HERE to upload the following items: Copy of Drivers License Copy of NC Broker License Copy / Proof of Car Insurance Copy of a Voided Check Copy of a Deposit Slip Agent Headshot Copy of a Firm License (If being paid through an Entity) EIN Documents for Entity (If Applicable) Team Logo (If Applicable)

Final Steps!

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Congrats, you made it! That’s it for now!

Expect a follow up email to receive your MLS Transfer Forms.

Once those are complete, you will officially be Unique!

*All listings transferring into Unique will be required to purchase a list to close marketing package for $125 to create compliance for both agent and firm.