Orientation Packet-Alexandria 4.18.23

On behalf of the KW Metro Center family, allow me the opportunity to say welcome!

Being part of the largest real estate company in closed volume, closed units and an agent count of over 184,000 agents, gives advantages that are limitless for your future You partnered with the #1 Training Company in America across all industries You have the advantage of being part of a technology company that maintains transaction data within Keller Cloud which hosts multiple interconnected applications making business easier for you – this is with a partnership on data – a pledge that we will always respect your data as your business and will always allow you to take your data with you

Keller Williams Realty International (KWRI) has invested over $1 billion dollars in proprietary technology resulting in our agent centric platform called "Command". An end to end platform that includes your CRM, financial planning tools, marketing and compliance. There is no other company in the real estate pace that owns anything like it.

Over the past 20 years as a real estate Broker, I have had the pleasure to spend 18 years with KWRI. It has been a road of growth both personally and professionally and let me give you a hint: you need to read, go to classes, listen to live streams, attend Mega Camp and Family Reunion. Each of these activities will stretch you and challenge you to be the best that you can be. I got into real estate to have no limits and in being part of this company, I have exceeded every single goal I have set. Be BOLD and yes, it is more than a class and a purple band you wear on your wrist it is a way of life

Over the past fifteen years, I have served on the Board of Directors of NVAR and the Board of Directors of Virginia Realtors In addition, I have been RPAC (Realtors Political Action Committee) Chairman, one of the largest contributors to RPAC and will be inducted into the NAR Hall of Fame in 2019 I share this, to ask you to invest in your industry to pro

My responsibility as an Operating Principal is to cast the vision, secure our financial stability and maintain accountability of our market centers. This enables us to set goals and exceed them and continue down a firm path toward maximizing profitability and profit sharing among our agents and owners.

I am proud to lead our organization of KW Metro Center with over 1,000 agents, nearly 5,000 closed transactions in the last 12 months, and sold over 2.9 billion in real estate sales.

My wonderful wife Nicole and I are celebrating 20 years of marriage. Yes, it is our one and only one! We share our home in Alexandria.

I look forward to seeing you in our offices, as I travel them weekly –again welcome to the KW Metro Center family!

Shane McCullar CEO and Operating Principal

KW Culture

Our Mission

To provide a platform of professional business practices, grouped with top notched multi-level training, coaching and technology with wealth building opportunities unparalleled in our industry to our agents

Our Vision

To be recognized as the established leader in market share, agent count and profitability in Alexandria, Arlington, Midlothian, and Tysons/Vienna.

Our Values

God, family, then business

We believe real estate is a local business driven by individual real estate agents and their local branding.

We believe in being the largest real estate company in North America comes with responsibility. We believe responsibility is about raising the standards of professionalism above the current requirements and social norms in our industry.

We believe our associates should be treated like “stakeholders” and we are charged with accountability through transparency, profitability and integrity.

We believe no one person or transaction is worth the reputation of our firm.

Our Beliefs

W - Win/win - or no deal

I - Integrity - do the right thing

C - Customers - always come first

C - Commitment – In all things.

C - Communication – Seek first to understand.

C - Creativity – Ideas before results.

T - Teamwork – Together everyone achieves more.

T - Trust – Begins with honesty.

S - Success – Results through people.

Our Perspective

A training and consulting company that provides the systems, models and state of the art technology, conveniently located offices, plus a luxury division to attract and grow highly productive agents and teams KW Metro Center thinks like a top producer, acts like a trainer – consultant and focuses all activities on servicing the productivity and profitability of the agents we have the privilege to be in business with.

Important Information

KW Metro Center - Alexandria

Office Hours: 9:00 a.m. – 5:00 p.m. Monday to Friday. Doors will automatically lock after hours. Building Hours of Operation: Building is Accessible 24 Hours w/ fob

Main Phone Number: (703) 535-3610

Address: 1701 Duke Street, Suite 100 Alexandria, VA 22314

Web Address: www kwmetrocenter com

Information Drive: Under Construction

PC Information Drive: welcome kwalexandriava com

MC Intranet: www mykw kw com

KW MC ID: #781

Bright MLS Broker ID: KWR19

KW Metro Center - Arlington

Main Phone Number: (703) 224-6000

Address: 2111 Wilson Blvd. Suite 1050, Arlington VA 22201

KW Metro Center - Vienna Business Center

Address: 144 Church St NW Vienna, VA 22180

Main Phone Number: (703) 564-4000

Fax Number: (703) 564-4001

KW Metro Center - Tysons

Main Phone Number: (703) 564-4000

Fax Number: (703) 564-4001

Address: 8133 Leesburg Pike Ste 800 Vienna, VA 22182

KW Metro Center - Midlothian

Main Phone Number: (804) 858-9000

Fax Number: (804) 858-8888

Address: 15871 City View Dr, Suite 120 Midlothian, VA 23113

Virginia

Alexandria Ventures, LLC

DBA: KW Metro Center

Firm #: 0226019987

Supervising Broker: Jim Lyons Broker #: 0225199220

Principal Broker: Shane McCullar Broker #: 0225180199

NAID#: LNXDRV5896

Broker Code: KWR19

Licensing Information

Washington DC

Virginia Metro Referrals, LLC

DBA: KW Metro Center

Firm #: REO200200574

Principal Broker: Michael Adams Broker #: BR98373778

Broker Code: KWR19

Maryland

KELLER WILLIAMS REALTY 781, LLC

DBA: KW Metro Center

Firm #: 17827

Principal Broker: Michael Adams Broker #: 583165

NAID#: JBARLN1768

Broker Code: KWR19

Helpful Links

Virginia Lookup License: https://www.dpor.virginia.gov/LicenseLookup/

Look Up a NVAR Member: https://dir nvar com/directory/findrealtor htm

Join NVAR: https://realtorshop com/join

Send NVAR Transfer Form: membership@nvar com

Maryland: Lookup License: https://www.dllr.state.md.us/cgibin/ElectronicLicensing/OP search/OP search.cgi? calling app=RE::RE qselect

CE Credits: https://www dllr state md us/license/mrec/mreceducreq shtml

Apply for GCAAR: https://gcaar com/memberservices/join-gcaar

NVAR Pro-rated Calendar: https://www nvar com/realtors/who-we-are/prorate-calendar

District of Columbia (DC) Look Up License: https://dcra dc gov/real-estate

Email GCAAR: newmember@gcaar com

Contact: https://dcra kustomer help/contact/contactus-SkowCOjX8

Christy Keder Team Leader (TL)

703.837.4941

christy@kwmetrocenter.com

Agent Referral Interviews

Agent Consulting & Coaching

Agent Leadership Council Market Center Training

Profit Sharing

Recognition & Awards

Alexandria Leadership Team

Justin Snyder

Asst. Team Leader (ATL) 703.837.4941

Justin@kwmetrocenter.com

Agent Referral Interviews

Agent Consulting & Coaching

Agent Leadership Council Market Center Training

Profit Sharing

Recognition & Awards

Sarah Badertscher Lead Financial Specialist 703.837.4917

sarah@kwmetrocenter.com

Process payments

Compliance Review Commission Disbursements

Agent Billing / Receivables

Commissions Review

CAP Management

Olivia Dant Lead Agent Services Coordinator

804.858.0141

olivia@kwmetrocenter.com

Agent On-boarding Agent Concierge Services

Licensing (VA, DC, & MD)

Agent Business Cards

Name Badges Agent Portal

Teresa Nguyen Director of First Impressions

703.535.3610

teresa@kwmetrocenter com

Office Culture

Client Greeting & Hosting

Conference Room Management Agent Billing / Receivables

Marketing Productions

Mail Package Distrubution

Rachel Baker MC Tech Ambassador

703.679.7773

rachel@kwmetrocenter.com

Agent Tech Concierge

KW Command Agent Portal Marketing / Campaigns

Alexandria ALC Members

Catherine Jouet

Khaneisha Pagan

Christine Sennott

Holly Williams

Colin Gunderson

Phyllis Papkin

Nicole Lewis

Elisabeth Pierce Tanev Faith Mading

Jennifir Birtwhistle

Jeff Osborne jeff@jeffsellsva com

Meet Your Br Arlexandria

Advertising Approval, Broker Related Issues (disputes/resolutions, concession letters, etc.) Signature Authority for Buyer/Tenant Agency & Listing Agreements, Listing & Contract (terms/language, questions, broker compliance, etc.) Forms Management (updated & new) Bright MLS Approvals

Productivity Coaching

What is Productivity Coaching?

Productivity Coaching will help you achieve and maintain a successful real estate career. It will teach you to work smarter and more efficiently PC will help with two things that will drive your business: lead generate and list homes Coaching will hold you accountable to the goals you set for your business

Productivity Coaching is not training Coaching is designed to enhance new and existing knowledge and develop them to grow your business KW Metro Center offers a wide range of classes for agents to attend monthly

How do I graduate from the program?

By completing 4 buy or sell transactions. Rentals are not included in these 4.

I joined a team, does that mean I am no longer required to be in PC?

When joining a team, you can opt out of the program as long as it has been 30 days or less since the brokerage has received your license Otherwise, you are in the program for the standard 4 buy/sell transactions

Can I enroll into the PC program if I am not required to?

You may opt into the PC program with the understanding that your 70/30 split will be reduced to 60/30/10

Why is there a 60/30/10 commission split?

Our coaches are not salaried employees of the market center The funds cover the coaching and education programs provided through coaching

How do I best utilize the productivity coaching program?

As an agent, you are your own boss You will only do as well as how much effort and time you invest into your business Take advantage of every class, lead generation seminar, and boot camp the productivity coaches provide We are here to support and believe in you every step of the way, but you must equally believe in yourself just as much!

PC Coaching Sessions

Mondays at 2pm

Tuesdays at 10am

Wednesdays at 6pm Verify schedule

New Agent Checklist

KW METRO CENTER ALEXANDRIA NEW AGENT ONBOARDING CHECKLIST

Step 1: Complete and return the New Agent Paperwork Packet via Docusign.

Step 2: Complete your New License Application for the state in which you passed your real estate exam

VA - DPOR: Your ASC will send you your application via Docusign and send it to DPOR on your behalf; Make sure to read thoroughly and make sure all checkboxes are selected

MD -DLLR: You can apply for a new license application via the online portal by following this link:

https://www dllr state md us/license/mrec/mrecapply shtml

DC - DCRA: You can apply for your new license application via the online portal by following this link:

https://dcra.dc.gov/real-estate

Step 3: Once you receive confirmation of your approved license application, you will identify with a regional real estate board in the state where you will do the majority of your business You will receive an email alerting you when your license has arrived at our brokerage as well as an application for either board below:

VA - Northern Virginia Association of Realtors (NVAR)

CLICK HERE TO REGISTER WITH NVAR

MD + DC - Greater Capital Area Association of Realtors (GCAAR)

CLICK HERE TO REGISTER WITH GCAAR

Please go to www BrightMLS com and select ‘Join’

Under ‘New or Returning Associate Brokers & Agents’ click ‘Join/Reactivate’

You will need to enter your License Number, Expiration Date, State, and License Type, which is

Enter in our Broker Code, which is KWR19

Step 4: Become affiliated with Bright MLS Salesperson, and NRDS #/ID, this is your NVAR member # (or whichever Association of Realtors you have associated with, if you are already licensed in DC/MD) payment

Once you have completed the application it will be emailed to our Broker for approval

You will receive a confirmation email from Bright, please forward it to your Agent Services Coordinator Once the Broker signs you will get an email and can then make

Please email your MLS # to your ASC

Once we have your MLS # in our system we can then complete your website setup

Transfer Agent Checklist

KW METRO CENTER ALEXANDRIA TRANSFER AGENT ONBOARDING CHECKLIST

Step 1: Complete and return the New Agent Paperwork Packet via DocuSign

Step 2: Transfer license(s) to KW Metro Center Arlington using the License Information sheet provided; follow the link(s) below for each applicable state to access your dashboard and initiate the transfer:

VA - DPOR (see below)

https://www dporlicensehome dpor virginia gov/datamart/vadporMainMenu do;jsessionid=PFIBGHLEFPDL

MD - DLLR: https://www.dllr.state.md.us/cgi-bin/ElectronicLicensing/RE/interim/REInterim1.cgi

DC – DCRA: https://dcdcra.seamlessdocs.com/f/RealEstateTransferRequest

Step 3: KW Metro Center Alexandria will handle the transfer of your real estate board affiliation; you will simply have to specify which board affiliation you currently hold by emailing your ASC.

Step 4: Edit your social media accounts and webpages

Please go to your Zillow, Realtor.com, HomeSnap, and other accounts to change your brokerage

Please go to your social media account and change your brokerage name

Change your email signature to KW Metro Center

Transfer your VA License

Go to DPOR’s Online Services portal and log in with your credentials

Select your license number (ie 2250000000)

Select Activate/Transfer

For both questions that pop up, you will answer NO

Enter brokerage license - Alexandria Ventures - #0226019987

Verify the correct name/location/address

For the question on if we are a branch or the main office, we are the main office NOT a branch office Leave branch office blank

Answer the info background info accordingly

You should see your prior brokerage and Alexandria Ventures on the screen

The last question is “ yes ”

You will be asked to pay a $60 transfer fee, credit card authorization required

Once your License is processed and affiliated with KW Metro Center, reach out to your ASC to transfer your board membership!

About the Office

PARKING

There are limited three hour street parking spaces available on Reinekers Ln. It is strictly monitored by Parking Enforcement so please keep track of your meter. Garage Parking is available and accessible through the rear of the building, or across Reinekers Ln for hourly, daily, and unlimited monthly passes. Contact Yonas Assefa for details on monthly parking or to purchase pre-validated stickers: Yonas Assefa / yassefa@oneparking com / 571 447 1581

ATTIRE

This is a place of business so please dress professionally when coming in to the office This is especially important when working with customers/clients We want to portray a professional image at all times

AGENT ON DUTY SIGN UP

From time to time we get leads via phone or have walk-ins (yes we really do!) In order to accommodate these clients as quickly as possible, we have an Agent on Duty Sign Up In order to be fair to everyone, sign ups are on a daily basis (you cannot sign up in advance) and you MUST BE PHYSICALLY in the office to receive the lead If it is a lead you do not want, the lead must go back to the front desk to distribute to the next agent on the sign up list

Please note we always check to ensure that the property a lead is inquiring about is not one of our own office listings If a lead comes in for a property listed by one of our own agents, we always send the lead to that agent If it is a KW listing from a KW agent in another KW office, the lead is then distributed out

TEAM MEETINGS

Team meetings are held every Tuesday from 11 am to 12 pm Each meeting includes items such as: a presentation by a vendor or service provider, market statistics, market center statistics, awards and recognition, announcements, broker moments and more They are a great opportunity to network with your colleagues and to stay current on market conditions and is also streamed via Zoom if you cannot attend in person

COMPUTERS

There are multiple computers for everyone ’ s use. Agents may use any and all of the programs installed on the computers. Agents MAY NOT install any programs or change any settings without the permission or supervision of the MC. If there is a program you would like to have available, please contact the front desk with your request.

PRINTERS

To set up your printer, please ask your Director of First Impressions at the front desk

To print:

Username: first initial + last name

Password: a + last four of your SSN ex ot1234

* Computer login will be the same

WIFI

Agent WIFI Network: KWMetroCenter

Password: donot$hare

Guest WIFI Network Name: KWMC Guest

Password: welcome2kw

About the Office

COMPLIANCE

All paperwork can be found online on DocuSign. All required forms must be completely filled out before being submitted to the MC for review. All paperwork is required to be submitted to your broker through Command within three business days of ratification through the Commissions Tab in Command when submitting leases or contracts. Please name your opportunity with the initials of your broker (ie. JL - 123 Main St)

MAIL

Every agent has a mailbox here in the office. Please be sure to check your mail regularly as these spaces do tend to fill up fast and important business documents do arrive here on your behalf

PACKAGES

Please feel free to have any packages shipped to the office, this is your second home When a package arrives on your behalf, you will receive an email notification and it will be stored in our package closet behind the front desk

GYM

There is a fitness facility on premise for your use, this is located at 1800 Diagonal Road labeled "Carr Properties". Due to the current health crisis, there are extra Covid waivers to sign off before you will be granted access. Please reach out to your ASC or DFI for these forms.

BILLING

Agent bills are generated between the 8th and the 15th of each month Payment is due before the end of the same month If an agent has a question regarding their bill, please see the MCA as soon as possible Credit cards on file will be charged on or after the 15th of the same month (unless you choose to pay by check)

*A late fee of $25 00 will be billed to any agent for any overdue payment

BILLED MONTHLY

KPAs, Stamps, Supplies, Etc. (Optional/if applicable)

Rent (Optional/if applicable)

Black & White Copies over 300 (5¢/copy)

Color Copies (35¢/copy)

8 5 x 11 (letter) and 8 5 x 14 (legal):

1 sided counts as 1 copy

2 sided counts as 2 copies

11 x 17 (ledger):

1 sided counts as 2 copies (charged as 70¢)

2 sided counts as 4 copies (charged as $1 40)

BILLED QUARTERLY

Errors & Omissions Insurance

KW Command Platform, DocuSign fee, KW Email, KW Website

Marketing and Transaction Company

Total - $275

BILLED ANNUALLY

Keller Williams Profit Share

TOTAL - $25.00

Conference Rooms

The office is your second home; Although you are an independent contractor, and not required to come into the office, we are still always happy to see you! At KW Metro Center, you have access and the ability to work out of any one of our Market Centers

Alexandria:

In your location, you have 3 beautiful conference rooms to choose from If it is not busy, you can always pop into whichever one you'd like - although, you will have to give it up if someone has reserved it prior That is why, it is always better to book your conference room ahead of time!

You can book your conference room through MyKW:

Log in using the Username and Password sent to you

Scroll down to "Quick Links"

Select "mykw | MC 781 Intranet"

Select "Market Center"

Select "Resources"

Select which room you would like Sign up, and reserve your room!

If you are wanting to reserve a conference room at another location, just give the Front Desk a call or shoot them an email and they will happily assist you.

KW Metro Center - Arlington

Main Phone Number: (703) 535-3610

KW Metro Center - Midlothian

Main Phone Number: (804) 858-9000

KW Metro Center -Tyson's

Main Phone Number: (703) 564-4000

KW Metro Center - Vienna BC

Address: 144 Church St NW

Vienna, VA 22180

One conference room available

Technology

At KW Metro Center, we provide you with State of the art technology that will help you grow your business. When you get your welcome email from your ASC, you will asked to fill out your "Scott Leroy Survey. " Once this is completed, you will receive an email like the one below:

Your Name

Your Scott Leroy Survey will set you up with your KW email, KW website, KW app, Command, Docusign, Mailchimp, as well as several other technological platforms!

Here is an overview of what is included in the setup process:

Once completed, you will receive an email with all of your information on file including:

Login to mykw

DocuSign Login

Email Addresses

App Information

Profile Information

HomeKeepr Login

Kelle Login

Keller Mortgage Login

Twilio Setup Info

Mailchimp Login

IDX Site URL and more

Once you complete your Survey and receive your complete email, it is now time to attend our Market Center Tech Trainer, Rachel Baker's, Tech Orientation; She will teach you how to use all of these wonderful tools

Command

Optimize, manage, market, and run your business with unprecedented simplicity and insight. More than a CRM, Command's interconnected tools support fruitful client connections. KW's Command Platform features integrated marketing automation tools for your listings that sync directly to the local MLS, making it easier than ever to promote your listings With printable brochures, flyers, and postcards, video templates, neighborhood snapshot graphics with AI capabilities, and more, KW Command provides countless valuable tools for you to leverage You get

Custom Websites

Lead Engine

Smart CRM platform

Branded Market

Snapshot Reports

Digital design platform

Customizable, branded marketing templates:

Open House brochures

Just Sold Postcards

Instagram/Social Graphics

KW App

Search, save, collaborate, and more with the KW App. Powered by the expertise of Keller Williams agents, find your way home has never been simpler Search in a way that makes sense for you, find insights and information that are meaningful to you, and communicate in a way that’s easiest for you

Branded Agent Mobile App

Core Listing Machine

Marketplace of custom, boutique offerings available for purchase.

Digital Resource Library: Training videos

Frequently used documents

Marketing mini-courses

Technology Docusign

DocuSign offers eSignature services that enable you to remotely send and sign contracts and agreements with your clients With the flexibility of DocuSign eSignature, (link is external) you can send and sign documents on just about any device, anywhere, at any time

Rachel Baker MC Tech Ambassador 703.679.7773

The Agent Portal

What is the purpose of the Agent Portal?

The agent portal is an internal site exclusively made for KW Metro Center offices to post your upcoming listings before they go live on the

MLS

All agents within our KWMC offices have access to view this portal - if they have clients looking for a property that they are unable to find on the MLS, they may utilize the portal to see if any agent in-house may have a property for their client before the listing goes live on the MLS You can also find valuable resources such as W9's, Licensing and board information, and updated affiliated business disclosures

CLICK HERE to be directed to the login page or visit ap kwmetrocenter com to log in and save your credentials!

Your username is your first initial + last name (jsmith) Your password is ot + the last 4 digits of your social security number (ot1234)

You can also find several marketing materials, event schedules, and helpful resources/training videos

Online Training Calendar

The Agent Portal is where you can find your Online Training Calendar We update this on a monthly basis, all YOU have to do is log on, and select which free training/class you would like to attend

Although your Director of First Impressions sends out class flyers at the beginning of each month, as well as other special seminars and events, it is important to check this calendar on a regular basis. You never want to miss out on a chance to further your knowledge and your career!

Monthly Classes:

Contracts - VA, MD, and DC

Finance

Technology

Team Meetings

"Meet the Mega" - Learn from a Top Producer

"Ignite" Seminar

New Agent Bootcamp

PC Coaching Calls

Paties/Events

Profit Share

KW Metro Center offers passive wealth-building opportunities unparalleled in the market. At most companies, when the work stops, so does the paycheck. Not at KW Metro Center. With the understanding that agents cannot be in production forever, the profit share system was created as a financial tool to allow KW associates to build inheritable wealth through passive income.

There is no catch or fine print, and calculations are simple and transparent.

Here's how it works:

When deals close, KW agents pay company dollar to their Market Center (providing they haven't hit their cap amount yet )

The market center uses this money to pay operating expenses What's left over is profit and, unlike with other companies, a portion of that profit is shared back with the agents who helped the company grow by bringing on productive agents

Currently, the profit share system can grow 7 levels When someone names another agent as their sponsor, or the person who introduced them to KW Metro Center, that sponsor goes into their "first" level of profit share Each first level sponsor gets 50% of the profit attributed to the activities conducted by the associate they brought into the company We are proud to share that KW Metro Center has provided $584,644 to our agents in 2021

Video on Profit Share: Watch Now

Sign Ordering

The KW Metro Center branded sign panels are $55. The KW signs are generic white KW branded and can be picked up at the front desk along with a selection of generic sign riders ($25). To add your personal information, you will want to order customized sign riders directly from our sign provider Jack Pratt. This can be done by order form, on the Agent Portal.

To help your signs stand out, our sign posts are 2” x 2” x 1/8th” red rectangular aluminum posts, required for use by KW Metro Center Agents with our KW Metro Center signs Agents can order the post with instructions for placement through Mendez Post Placement for a cost of $40/sign, for installation and removal

SERVICES & PRICING CORE SERVICE AREA

•Virginia Counties: Arlington, Fairfax, Loudon, Prince William

•Maryland Regions: Bethesda, Kensington, Potomac, Silver Spring

•Supplementary Travel Fee: $15 (Outside these areas)

INSTALLATION PACKAGE: $40

•Installation & removal of post

•Maintenance of post and accessories for 5 business days

•Sign panels/riders/brochure boxes can be installed if provided at property

•Miss Utility called in areas required (allow 2 additional days) for installation

•Within 2 business days (begins the day after the order is received)

Business days: Tuesday - Saturday (excluding federal holidays)

SERVICE CALL: $10

•Reinstallation of post after 5 business days after original installation

•Change of post location

•Change of panel

•Addition or removal of rider

CONTACT:

Rodrigo Mendez 571-382-0077

rodrigomendez133@yahoo com

Add sign post layout

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