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Agent Roadmap to

RE/MAX Go Beyond Welcome! It is with great enthusiasm that the brokerage owners, administrative staff, and agents welcome you to the RE/MAX Go Beyond family. We are here to help one another succeed and look forward to your contributions and even more importantly to serving you.

History RE/MAX, LLC

It all began as a dream and a plan on a pad of paper. Dave Liniger had a controversial idea to build a real estate powerhouse where experienced, productive agents would keep more of their commissions and enjoy the freedom to run their business as they saw fit. Liniger had experienced the maximum-commission model and realized it would appeal to full-time, serious professionals who would rather contribute collectively to office expenses than settle for a traditional commission split. Combining the model with robust marketing and other agent services for the first time was revolutionary genius, and it absolutely changed the real estate landscape forever.

Table of Contents Welcome .................................... 1 History ........................................ 1 Important Numbers ................... 2 Key People & Contact Info .......... 2 Programs & Products ................. 3 Internet & Network .................... 3 Printing ...................................... 4 Lewan ......................................... 4 Computer Updates ..................... 5 Coaching ..................................... 5 Anti-Virus Software .................... 6 Social Media & Apps ................... 7 LoneWolf .................................... 7 Systems ...................................... 8

Along with Gail Main (who later became Gail Liniger), Dave founded RE/MAX in Denver, CO in January 1973. Naysayers and critics were everywhere, but Dave, Gail and their core group—people like Bob Fisher and Daryl Jesperson—proved them all wrong. They built the foundation of the network on hard work, belief and resolve. And big things began to happen. In 1975, the network expanded outside Colorado, when Dennis Curtain purchased a franchise in Kansas City. Two years later, it went international, with the first Canadian brokerage in Calgary, Alberta. In 1978, the RE/MAX Hot Air Balloon made its maiden flight at the Albuquerque Balloon Fiesta, in a promotion conceived by the Regional Director in New Mexico. A year later, the balloon became the network’s official logo and a global brand was born.

RE/MAX, LLC Tools ..................... 8

RE/MAX Go Beyond

Transaction Coordinator ............ 16

Through his time in the business, brokerage owner Kris Cooper realized that there was a void for growth within the industry and that agents were being encouraged to stay right where they were as salespersons rather than being developed into entrepreneurs. In 2010, an agent on the other end of a deal stated, “Kris, I will be a better agent having done this deal with you.” At that moment Kris decided he was going to share that experience with anyone that wanted it. He began to develop himself through training and mental restructuring to develop a company that would simply make you better. Short timeline of events leading up to the opening of Go Beyond. 2006 - Kris Cooper became licensed agent. 2007— met Louis Moore, who later become business partner. 2009—Kris began to study Time Burgess “Maximizing Results” and Bob Proctor’s “Thinking Into Results” in 2010. In 2011, Kris and Louis began Cooper Moore Realtors and Go Beyond started to take form in 2016. Kris and Louis purchased the franchise in early 2017 and by July 2017 the Eastgate RE/MAX Go Beyond office opened.

Showings ................................... 9 MLS ............................................. 10 Fees ........................................... 12 CE & License ............................... 12 Agent Payment .......................... 13 Earnest Money ........................... 14 Chase Bank ................................ 15 Coaching .................................... 17 Trainings & Workshops ............. 17 Education ................................... 18 Facilities ..................................... 20 Marketing .................................. 20 Vendors ..................................... 21 Real Estate Glossary .................. 22 FAQs ......................................... 23 Key Points .................................. 24 Notes .......................................... 25


RGB Tax ID # 81-5460541

4270 Ivy Point Blvd. Suite #120

Important Phone Numbers

Cincinnati, OH 45245

MLS 513.761.8833

P. 513.275.1212

CABR 513.761.8800 SOAR 513.528.2657


ODRE 614.466.4100

Employing Broker License # 2017003567

Showing Time 800.379.0057

Entity Broker License # BRKA.0000328171


Louis Moore

Co-Owner Brokerage and Operating Manager

Brokerage Owner


Lynn Geyer Office Administrator and Transaction Coordinator 513.275.1212


Jennifer Durham Creative Content Director 937.515.7512

Mary Jo Giroux Accounting Manager 303.638.9070

Zach Moore Information Technology Specialist 513.582.8959


PROGRAMS & PRODUCTS Gmail Our company emails are powered by Gmail. We use the entire Google Apps suite of products in conjunction with Gmail, that also includes things like Google Calendars, Google Groups, Contacts, Drive, Docs, etc.

Dropbox Go Beyond uses Dropbox to share files. Dropbox is a home for all your work. You can store and share files, collaborate on projects, and bring your best ideas to life—whether you're working alone or as part of a team, and can be accessed from anywhere.

LoneWolf This is the company accounting software. This is where our staff inputs listings and transactions, manages agent billing accounts, cuts commission checks, maintains budgets, and more.

Facebook RE/MAX Go Beyond Events, Training and Knowledge Facebook page is a closed group consisting of Go Beyond owners, agents, and administrative staff that we use to share internal information such as upcoming events, company training material, and discussions.

30boxes This company uses 30boxes, an online calendar sharing program to organize and maintain upcoming training events offered by SOAR, CABR, Go Beyond, etc.‌ 30boxes is updated monthly by content department to allow training opportunities to be listed in one easy to find location

INTERNET & NETWORK Our office is equipped with our Local Area Network (or LAN) and utilizes several wireless points throughout the office space to provide password-protected Wi-Fi to all users in the office. To get online, you may either plug your computer directly into the LAN via an ethernet cable, or if your device is equipped, can log into the Wi-Fi connection.

Support Line:

Wi-fi Connection & Password: Network name : cmholdings Password: i2GoBeyond

513.566.4101 or 888.246.2355 The Wi-Fi connection should only be shared with those needing to utilize the internet while at the office. This includes staff, agents, speakers, other guests and clients. You may not give out the Wi-Fi information to other businesses or residents that are located near the office.


XEROX PRINTERS Go Beyond utilizes Xerox printers throughout the office. We encourage agents to print to the office Xeroxes, as their cost for printing is quite low, compared to what they would typically spend printing materials from their own smaller office printers. As a result, each shared Xerox device is equipped to handle copy code. Each agent and staff has their own 4-digit code assigned to them that they must enter when using the printing services on the Xerox machine. Some machines, however, may be set up so that only staff print to that device, and therefore copy codes are not required. Note: At this time our Xerox machine does not support printing from tablet or mobile devices because we require the input of a copy code to be able to print to these machines. Tablets, phones, and other mobile devices are not compatible with the copy codes. Each of these machines also has scanning capability. Agents and staff can scan paper documents to 30 email addresses via the address book on the machine which then emails the document to recipients as a PDF attachment. While you can put any email address into the recipient field, it’s recommended that you first email the document to yourself just to make sure it can be properly received and then forward it to the appropriate recipient. In order to print to any of the Xerox devices within the office you will first need to download the print driver and install it onto your computer. Although some newer computers may be able to auto detect the printer, it is still recommend to download the Verify Printer device from the Xerox website.

B&W / COLORED PRINTS AND COPIES Each agent and staff member has their own four digit copy code assigned to them that they must enter when using the printer. The four digit account code tracks your prints and copies and billing is applied depending on your selected compensation plan. Please refer to your comp plan for further details.


LEWAN Lewan is the company that services our Xerox machines. We have a dedicated rep, David McNeely, who handles our account.

David McNeely P. 303.968.2325

Lewan handles many aspects of the servicing for your Xerox machines, from thing like re-ordering toner or other supplies, to troubleshooting a machine that is malfunctioning, as well as maintaining e-Metering software. Should you ever run into any issues with your Xerox machines, whether it be questions on how to do something, or if your machine is having a problem that needs troubleshooting, your first step should be to reach out to Dave McNeely at Lewan . His team can help try to troubleshoot the issue remotely or send out a technician for further investigation. Note: From time to time you may get it calls from someone saying they need your computer information and often times will ask you to supply the model number or serial number of the machine. Never give any of this information to these callers. Lewan will never call and ask for this type of information about your machine. It’s likely that these types of calls come from scammers who will try to sell you new equipment or ask for payment or receipt of a new machine.

COMPUTER UPDATES You should always be regularly updating your computer. Windows will put out updates for various fixes—sometimes for new security measures, or sometimes just other glitches that are occurring. You should always have your computer up-to- date with the Windows recommended updates. Sometimes if your computer starts malfunctioning this could be the reason why. Additionally, in the troubleshooting process, if a technician has to install several months worth of updates to your computer to try to fix it, this will greatly increase the time and cost involved in fixing the computer. You may also utilize other programs on your computer that will need to be updated from time to time, such as Adobe in the browser that you use. You should also stay current on these updates, as well. Note: From time to time you may see communication from the home office informing you to not perform a certain update at this time. This is because we often have to check to make sure new updates are going to be compatible with various software and systems that we utilize as a company. Only in this instance that you receive such communication should you not update your computer as you typically would. Communications like this generally only apply to upgrading the version of Windows (for example: upgrading from windows 8.12 windows 10) and usually will not apply to the individual updates for that particular version of Windows.

“After I drink coffee I like to show the empty mug to the IT guy to tell him that I’ve successfully installed Java. He hates me.”


ANTI-VIRUS SOFTWARE All company owned computers are equipped with Anti-Virus Software to help protect the sensitive material stored on our PCs.

RE/MAX Go Beyond uses ESET NOD32 Antivirus ESET NOD32 Antivirus represents a new approach to truly integrated computer security. The most recent version of the ESET LiveGridÂŽ scanning engine utilizes speed and precision to keep your computer safe. The result is an intelligent system that is constantly on alert for attacks and malicious software that might endanger your computer. ESET NOD32 Antivirus is a complete security solution that combines maximum protection and a minimal system footprint. Our advanced technologies use artificial intelligence to prevent infiltration by viruses, spyware, trojan horses, worms, adware, rootkits, and other threats without hindering system performance or disrupting your computer.



As a company we use an array of social media platforms to network internally and externally. In addition , Go Beyond uses various apps within the company to create company literature, training, and promotional material. Canva is a graphic-design tool website, founded in 2012. It uses a drag-and-drop format and provides access to over a million photographs, graphics, and fonts. It is used by non-designers as well as professionals. The tools can be used for both web and print media design and graphics. Facebook is a social networking site that makes it easy for you to connect and share with family and friends online. In house we use Facebook for both internal and external purposes, with a closed group that houses upcoming training and internal documents and communication. We also have a company page, visible to the public so anyone can see and view posts. Instagram is a social networking app made for sharing photos and videos from a smartphone. Similar to Facebook or Twitter, everyone who creates an Instagram account has a profile and a news feed. When you post a photo or video on Instagram, it will be displayed on your profile. Go Beyond has an Instagram page that features daily inspirational posts and others based upon current events. PicMonkey is an online photo editing and design service. It can be accessed from a web browser, or through the PicMonkey mobile app. PicMonkey's mission is to empower everyday creatives to communicate visually. Zoom Video Communications is a company headquartered in San Jose, California that provides remote conferencing services using cloud computing. Zoom offers communications software that combines video conferencing, online meetings, chat, and mobile collaboration. Go Beyond uses Zoom for webinar meetings. LinkedIn is a business and employment-oriented service that operates via websites and mobile apps. Founded on December 28, 2002, and launched on May 5, 2003, it is mainly used for professional networking, including employers posting jobs and job seekers posting their CVs. WeVideo is a U.S.-headquartered Software as a Service company that provides a collaborative, web-based video editing platform which works in any browser. Legend turns words into stunning text animations, in video or animated GIF. YouTube is a video sharing website.

LONE WOLF Lone Wolf is our company’s accounting software. Broker Wolf is the software we use in many different ways. We use it first and foremost to track transactions and cut commission checks to our agents upon successful closing on transactions. We also use it to track budgets, profits and losses for the office. Our agents also receive a monthly statement from Lone Wolf that details the fees that are owed to the office for their business fees.


SYSTEMS At RE/MAX Go Beyond there are a myriad of systems we utilize in our day-to-day activities. Because of this, there are a number of websites you should bookmark or add to your favorites on your computer. You’ll want to be able to easily access these sites without needing to remember the URL or look up information stored in a notebook somewhere.

Site RE/MAX Mainstreet MaxCenter Gmail Showing Time Divison of Real Estate


Description RE/MAX national site Admin page for RE/MAX site One stop shop for RE/MAX products Company Email Online access for showings systems for company listings Look up real estate licensee information

RE/MAX, LLC TOOLS Your two one-stop-shops for all things RE/MAX! Mainstreet, the original “back-end” for RE/MAX originally served to provide agents with the many tools that their affiliation offers. Today, they can enter their profile information to connect with the thousands of other RE/MAX agents across the globe for referrals, access Design Center tools such as , get logos, access marketing materials and more. With the launch of the new LeadStreet platform, RE/MAX also released the new MaxCenter. Similar to Mainstreet, MaxCenter has several links to the many products that the brand offers to agents. This is also THE ONLY place to log into the new LeadStreet. MaxCenter is also mobile-friendly, as it’s the only way for agents to access the LeadStreet site on their smartphone.

Username and passwords are the same for both sites and each has a link that goes to the other site.


LeadStreet LeadStreet is the CRM and website profile management tool from RE/ MAX. Agents will access LeadStreet to accept and manage leads that come in from and their SPAW (Single-Page-Agent-Websites). They can also set up their SPAW profile page here by adding their photo, a brief bio, links to social networks, a link to their preferred website, and choose ZIP codes from which they want to receive leads.

SHOWING TIME—SHOWINGS Showing requests on our company’s listings are managed through Showing Time. There are many tasks involved with setting up showings on listings. Setting showing schedules, instructions, notifications and feedback are all some of the many aspects handled via Showing Time. When an agent inputs a new listing into the MLS, the field regarding showings has a default that says “Use Sched Show Link”. This means that a cooperating agent wanting to schedule a showing or inspection on a listing can set up a showing electronically through the MLS Listing itself. If employing the optional Transaction Coordinator service, the Transaction Coordinator can input the showing instruction information into MLS when supplied from the agent. Otherwise, this information is added via the “Revise Listing” button and added under the Other category to “ShowingAssist Settings”. Agents may also input the showing information for their listings by logging into their own ShowingTime account. However, there is a slight time delay for the MLS listing information to register at the ShowingTime website before showing instructions can be entered. Be sure to continually check back at the website until the listing shows up. Should a cooperating agent wishing to view a listing try to access the showing schedule before instructions are finalized, the listing agent will be notified so they can assist in setting up the showing. There are two types of showings within Showing Time’s system. They are: Courtesy Call or Go and Show: No notification is required and request will be immediately confirmed without needing authorization from listing agent or sellers. This is typically used with a vacant property. In this type, clients can still be set up to be notified of a showing being scheduled, but they do not have to confirm the request. Appointment Required: Showing Time will not confirm the appointment request or provide any showing information unless and until the showing is confirmed by authorized parties. Within these showing types, agents can select who needs to be notified or contacted to approve showings, set schedules for certain days/ times that showings are not allowed, and provide instructions to the showing agent for any special information. Showing Time can be accessed at A log-in will have to be created, per MLS instructions in their introductory email. To contact Showing Time directly at any time, you can call 800-379-0057 or email them at Live Chat is also available directly from their website.



• • • • •

Participation in MLS is available to the firm, partnership, or corporation of any Realtor Principal (a Realtor member of their primary Board or Association) without further qualification except payment of required dues and fees and agreement to abide by the Rules and Regulations of the MLS. Under no circumstances is any individual or firm, regardless of Board or Association membership status, entitled to MLS "Membership" or "Participation" unless they currently hold a real estate broker's license and are capable of accepting and offering cooperation and compensation to and from other Participants or are licensed or certified by an appropriate state regulatory agency to engage in the appraisal of real property. When a Realtor Principal of a firm elects to participate in MLS as a "Participant", any person whose license is held by a Participant's MLS Member office is able to receive MLS services. Each Participant shall have all rights, benefits, and privileges of MLS and must agree, in writing, to accept all obligations to MLS for the Participant's firm, partnership, or corporation, and for compliance with the Rules and Regulations of MLS by all persons affiliated with the Participant. Printed listings and photos, computerized data and photos, printouts, forms, and other materials are, and shall remain, MLS property. MLS listing information is confidential. The information contained herein is a representative summary of the MLS Rules and Regulations and should NOT be understood as complete. Please refer to the Rules and Regulations or contact MLS for more information. The information contained herein is subject to change. Contact MLS for more information.

Please contact Cincinnati MLS for a copy of the Rules and Regulations. MLS service area includes property listings from Brown, Butler, Clermont, Hamilton and Warren Counties. Property listings located in Preble, Montgomery, Greene, Clinton, Adams, Highland, Fayette, Ross, Pike, Scioto, Pickaway, Darke, Miami, Madison, Clark, Champaign, Jackson, Gallia, Lawrence, Logan, Athens, Vinton, Hocking, Perry, Franklin and the Southeast Indiana Counties will be accepted as "out of service area" listings.

CincyMLS and Homesnap Pro Mobile App. Real estate professionals need access to MLS information while they are in the field and Homesnap Pro is designed and developed to meet the needs of our members. The innovative functionality and design of the app combined with the real-time MLS information gives CincyMLS members a differentiating service and game-changing sales advantage.

Realist2 links public record information with MLS data, providing property data, street and assessor maps, and market information. It integrates with our Rapattoni MLS system. Get the benefits of integrated data, improved productivity and top-flight systems support from First American CoreLogic, Inc.

RPR is an exclusive benefit available to members of the National Association of REALTORS. RPR provides REALTORS with advanced, single-source access to detailed information about properties, trends and demographics. The RPR System is a parcel-centric database that is not tied to whether or not a property is currently for sale. It will contain nationwide public records and tax assessments, which will include deed and transfer information. Current, "For Sale" and comparable information is provided by CincyMLS for the benefit of CincyMLS members only.

Broker Reciprocity (or IDX - Internet Data Exchange) allows participating Brokers to publish the listings of other participating Brokers on their Company web site. BR/IDX data downloads (for your custom web site) or Broker (simple) template web site design or Rapattoni Smart Framing IDX links (free) are available.


MLS Committees: The President shall appoint all MLS Committees, including Chairs and Vice Chairs, subject to confirmation by the Board of Directors. Budget & Finance Committee: This committee prepares and reviews the MLS budget. (Recommends budget changes to the Board of Directors.) MLS Operations Committee: This committee is responsible for recommending to the Board of Directors appropriate MLS rules and regulations, operating polices, procedures, and systems. MLS Users Committee: This committee considers changes or modifications to the computer, property features or publications and reports its findings and recommendations to the Operations Committee for consideration. MLS Lockbox Committee: Researches lockbox vendors for potential usage in Greater Cincinnati. Works with selected vendor to develop ongoing communication with members who use the lockbox system. Sets policies for lockbox/keypad usage. MLS Participant Fees :

Licensee Dues $392.00 semi-annual * Licensee Dues $196.00 billed April & October * •Entitlements for Participant's dues include:

MLS of Greater Cincinnati, Inc. 14 Knollcrest Dr. Cincinnati, OH 45237 Phone: 513.761.8833 Fax: 513.761.8860 General Questions Email: Document E-mail:

• Designated Broker or Manager's Dues * Due Dates: April 1st (thru September 30th) and October 1st (through March 31st) •Miscellaneous Fees (includes tax): •Broker Input New Listing Fee No Charge You have three (3) business days to input the listing into MLS (this does not include incomplete listings). A copy of the listing contract (or Authority/New Listing Validation 1-page Form - which is recommended) is REQUIRED to be faxed, e-mailed or mailed to MLS within three (3) business days from the list date of the contract. Please remember to mark the MLS number and MLS Area of the property at the top of the listing agreement before sending it to MLS. (Amendments, Cancellations or Conditional Withdrawals of the listing contract must also be input into MLS and the paperwork faxed, e-mailed or mailed to MLS within three (3) business days from the effective date of the document.) Failure to do so, within the allotted time periods, will cause administered charges/fines of $100.00 for each violation. •MLS Staff Input New Listing Fee $10.60 each •Primary Listing Photo (Supplied) Glossy Photo, E-mailed Photo, Photo on Disk, or user Uploaded Photo No Charge Listings will be published with an exterior photo of the actual structure for sale excluding any form of company emblem, logo, or company / agent / seller self-promotion (which includes "For Sale / Lease / etc." or Company / Agent / Seller signage), as the primary image. Participant is responsible for taking and either submitting to MLS or uploading the primary image on to the MLS computer system within 5 business days of the listing entry date. Failure to do so, within the allotted time period, will cause an "incomplete listing" charge of $100.00 to be administered. •Extra Listing Photos (Up to 24 - Supplied) Glossy Photos, E-mailed Photos, Photos on Disk, or user Uploaded Photos No Charge •Agent Photo (Supplied) No Charge •Standard Fine (see Rules and Regulations) $100.00 each

•A "Reciprocity Agreement" has been created between the MLS of Greater Cincinnati, Inc. and four other local Multiple Listing Services: Dayton MLS, Southeastern Indiana MLS, Columbus MLS and the Northern Kentucky MLS. Licensees whose member companies are a Primary Member of these Multiple Listing Services have the option to join CincyMLS as a Secondary Member after meeting the CincyMLS requirements. Likewise, members who are a Primary Member of CincyMLS may join those Multiple Listing Services as a Secondary Member after meeting the Secondary Member's requirements. •Contact CincyMLS for additional information. The information, rules, regulations and fees contained herein is subject to change. Contact MLS for more information.


START-UP AND ON-GOING FEES Agent Start-Up and On-Going Fees All agents hired with RE/MAX Go Beyond will go through and sign an Independent Contractor Agreement with the Brokerage Management team. At that time, compensation plans will be discussed and decided upon. However, there are additional fees about which it would be helpful for agents to know, in order to manage expectations on the cost of starting a business. The following rates are reflective of the most updated rate schedules accessible at this time and are subject to change. First, all agents are required to affiliate with/join a local Realtor Board. In the Cincinnati area, there is the Southern Ohio Area Board of Realtors (SOAR) or the Cincinnati Area Board of Realtors (CABR). SOAR: SOAR bills $489 per year every January. This includes Local, State and National Realtor Board dues, and for new agents, the amount is pro-rated depending on the month of the year an agent joins. CABR: CABR bills two times per year. Every January, they bill $385 for State and National Boards, and every July, they bill $169 for Local dues, for a yearly total of $554. Again, for new agents, this amount is pro-rated depending on license issue date, and begins the first of the month immediately following the month in which you were licensed. Additionally, there is a one-time fee of $125 for administrative purposes when you join within two months of being licensed. Second, agents must join a local MLS (Multiple Listing Service, Dayton and/or Cincinnati) in order to publish their listings for marketing. The Cincinnati MLS bills twice a year, in April and October, annually. Each bill is for $196, for an annual total of $392. Here again, the fee is prorated for new agents. Should an agent elect to join the Dayton MLS, the brokerage itself will be billed and will pay $31 monthly per agent. The accounting will then be set up such that the agent will be billed monthly by the brokerage in order to be reimbursed. Lastly, upon joining RE/MAX Go Beyond, you will have to pay $410 to join the RE/MAX LLC (Corporate office). This fee is repeated annually, due on your RE/MAX Go Beyond anniversary date, and is never pro-rated.

CE, AND LICENSE REVIEW & RENEWAL All agents, after their first year, must renew their Real Estate License with State every three years, on or by their birthdate. During the three years in between each renewal, 30 hours of Continuing Education must be certifiably completed. Nine of those 30 hours must come from required Core classes and the remaining 21 of those hours can be Electives. Courses are typically each 2-3 credit hours (or more depending on the course), and can be completed through several venues including on-line at home or office, at Hondros College or some other accredited establishment, or at any of the local Real Estate Board offices. Check individual venue web pages for a calendar of scheduled classes. It is each individual agent’s responsibility to ensure that they receive and maintain a certificate of completion for each course taken. Certificates may be emailed by the provider, or physically handed out at the course venue upon completion of the class. The office administrator regularly reviews license status and requirements and will be in touch with agents when it is time to prepare and process their license renewal form for the State. Agents will need to provide a check to the administrator for payment required by the State to process a renewal. Currently, it is $135 to do so. Additionally, it is the agent’s responsibility to submit ALL completion certificates upon receipt, and preferably as courses are completed, to the office administrator for file, as they will be needed for the License Renewal process.

*Please Note: If any completion certificates are missing, agents themselves must contact the provider of the class directly to obtain a copy of the certificate(s).


The below section applies only to new or first year agents: As a new agent, there are a couple of requirements for the first year practicing Real Estate. •

Twenty (20) hours of Post-Licensing coursework must be completed by or before the first anniversary of an agent’s first License Issuance date. This course can be taken on-line. Upon completion, a certificate will be provided, and a copy must be submitted to the office administrator for file. A Post-Licensure Education form along with a copy of the certificate will then be sent to State, showing this requirement has been completed.

The first license an agent is issued will expire on their immediate birthdate, even if it falls in the same year as licensed, and must be renewed by or before their birthday. A License Renewal Application will be completed by the administrator, and a check for $135 must be provided by the Agent to process the renewal. This will be sent to State to satisfy their requirement for 1st year renewal. Once the first-year license is renewed, agents move to the every-3-year schedule for License Renewal and Continuing Education requirements.

NOTE: Because agents will have to pay for occasional State requirements, it is necessary that they have an account set up with their bank that provides the ability to pay with a personal check or obtain a Cashier’s Check. The State will not accept cash or money orders, and no electronic payments to RE/MAX Go Beyond in exchange for paying State for an agent will be accepted. Any agent always has the option of making the trip to State personally to drop off any paperwork or payments to speed up the processing of their submissions. Otherwise, the Administrator will mail these submissions and payments via USPS Standard 1 st class mail.

PAYING AGENTS FOR TRANSACTIONS When an agent has a buyer under contract, the Earnest Check is deposited into a Trust Account until closing. Once the closing is finalized, agents must promptly turn in the closing statement, the commission check, and the home warranty payment check, if applicable. It then takes 2 days from submission of closing paperwork to receive agent commission pay. *Please note when scheduling agent closings: If there is a weekend in between receiving the paperwork and getting paid, payment will be on Monday as long as the check has been deposited by Friday. For late Friday afternoon closings, agents can expect everything to be pushed back one day, with the paperwork process beginning Monday immediately following the Friday closing. As to the payment process, the office administrator will deposit the commission check and transfer the Earnest Check into the Commission account the day the closing is turned in. The next morning, as long as the deposit is showing it has posted to the account, an electronic payment will be scheduled for the agent’s commission pay, minus any pre-determined fees or deductions. This typically takes until the next day to show up in the agent’s account. A copy of the EFT will be emailed to you for your income records and the Company will provide you with a W-2 at the end of each year for tax purposes. In order to process payment for any agent, a Direct Deposit Authorization form with deposit account information must be completed and on file with the Administrator.


EARNEST MONEY At RE/MAX Go Beyond, we hold earnest money on an agent's listings in a Trust Account at US Bank. Other real estate companies may elect to have a title company hold the earnest money, but we have a few specific reasons why we choose to hold the money. The first reason is for a better control over the money. If a transaction falls through, often title companies will just release the money back to the buyer. However, per the real estate commission’s rules, there are some instances in where the seller may be allowed to keep the money if the buyer defaults on the contract. The second reason is that by law, we’re allowed to put the earnest money into an interest-bearing account.

Due to today’s high risk of electronic fraud, never copy or email a full image of an Earnest Check to anyone without covering up the account number on the check. Most companies today no longer ever email copies of Earnest Check but instead use a “Receipt of Earnest Money” as shown above, and instead send this to a cooperative agent or other party in lieu of an image of the check itself. Note: Make sure when earnest money is being dropped off, that you note the address of the property and verify that it is a RE/MAX Go Beyond listing. We cannot always ascertain the specific property that the money is for if nothing is noted on or accompanying the check. Trust Account—Is used solely to deposit earnest money on Go Beyond listings that are placed under contract. Eventually is the sale is finalized, the earnest money is moved from the trust account and into the commission account.


CHASE BANK Our company’s commission and operating bank accounts are with Chase Bank. Each of these accounts is used for a different purposes. Commission Account– used solely for commission monies received from successful completion of the sale of a home by a Go Beyond agent, and pay agent commissions. Operating Account– is used for agent payments for their monthly billing statements, along with other various office deposits and expenses. Our office has a Chase Bank Desktop Check scanner at a computer station. The purpose of the check scanner is to allow our staff to remotely scan checks that need to be deposited into one of these accounts. Checks always need to be scanned in before 8 PM to be posted that same day.

CONTRACT FORMS Contract Forms Agents Will Use for Real Estate Transactions All contract forms ever needed by Agents at RE/MAX Go Beyond for either a listing or purchase contract transaction are housed via the office in a couple of ways. Hard copies are available next to the copier. Additionally, electronic/interactive versions of all forms can be found online at All contract forms are housed in a folder called “Blank Contract Forms – Agents” at and can be accessed at any time, from anywhere. Forms in this file can also be downloaded from Dropbox to a personal computer/laptop if an agent prefers to store them that way. Some of the forms are interactive, meaning they can be completed directly on the computer, and some are not. To fill these noninteractive forms out electronically, a PDF editor will need to be used. provides an excellent, free resource for adding text, annotating, and deleting pages of a PDF, amongst other capabilities. is a cloud storage website for data, and requires a personal Dropbox account to access shared folders that are occasionally added and sent to Agents to use. If one does not possess a personal Dropbox account, please see the office administrator and an invite will be emailed to join Dropbox so as to enable access. If one already has an account, an invite will be sent via email to the agent from the administrator announcing a folder has been shared.


TRANSACTION COORDINATOR SERVICES Optional Transaction Coordinator Services come highly recommended by fellow RE/MAX Go Beyond agents. A Transaction Coordinator provides additional Administrative Support to agents in the processing of new Listings or Contracts to Purchase for a minimal, flat fee of $250 per transaction (whether buyer-side only, or seller until closing). The fee is deducted as a line item from the agent’s commission check upon closing of the property. Beyond the basic need for, and expectation and role of, an Office Administrator to review documents and ensure agents are meeting MLS and office requirements for new Listings & Transactions, a Transaction Coordinator will manage additional Administrative Support for an agent if they choose. Some of the services a Transaction Coordinator provides are: Collecting signatures on contract paperwork from all required parties involved in and for the length of the transaction, including price changes, addendums, cancellations, withdrawals, etc., and making documented changes in the MLS listing (i.e. status or price changes); Ensuring Earnest Money is received by contractual deadline and receipt is sent to cooperating agent; Enrolling buyers in a Home Warranty Program and sending invoice to Title Company; Regular communication with Title Company and Lender regarding Loan and Title status, as well as completing required Title Co. paperwork; Advising clients regarding utilities prior to closing; Coordinating date, time and location of closing with all parties. A Transaction Coordinator is a helpful resource in several ways: Frees agents to focus on client care while managing the administrative pieces of their transactions for them; Ensures agents are 100% in compliance with MLS and board requirements for timelines and submission of documents; Provides agents with one point of contact that can manage the communications between parties in a transaction, thus saving agents time; Provides agents and clients with the distinct and unique advantage of administrative support designated specifically to their transaction and for their purposes until closing; Safely and securely maintains records and paperwork in the office for all transactions. Please see the Transaction Cover Sheet which must be completed for each transaction. It contains a checklist of all documents required with any transaction, whether listing or selling. As mentioned, Transaction Coordinator services are optional. However, regardless of whether an agent elects to use this service, the checklists on this form still apply as to required paperwork for the Administrator on any and all transactions.

Lynn Geyer Transaction Coordinator 513.275.1212


COACHING Go Beyond has an in-house coaching platform that focuses on being “Your source of energy, ideas, positivity and abundance.”

Five Areas of Coaching 1.

Entrepreneurial development– we have created an environment that supports entrepreneurial development rather than fostering short term sales positions. This aspect of coaching reinforces the 80/20 concept of a successful business. Success is 80% psychological , 20% operational. It’s not what you do, it is how you do it.


Business Strategy— this portion of coaching helps establish a DMO (Daily Method of Operations), focusing on response vs. reaction.


Branding— develop your brand with your “why”. You are your brand, be your brand.


Market Awareness— in this area of coaching we get to look at the market, decide who your want to work with and then develop a strategy.


Enhance Self-Awareness— growth in self awareness is important for success. Become aware of how you are in certain situations, how you see yourself and aware of how you want others to see you.

Much of the coaching that takes place at Go Beyond stems from the ongoing study of Napoleon Hill’s book titled “Think and Grow Rich” and Bob Proctor’s “Thinking Into Results” program.

TRAININGS & WORKSHOPS At Go Beyond, growth and continuous support is very important. We are here to help you as the agent, personally and professionally get to where you want to be . With this being a large company goal, we offer an array of development support.


Mentorship program— this 45 day program is one on one training with coach and operating brokerage partner Kris Cooper. This is structured to but not limited to the followings areas. — Attending listing and buyers meetings together. — In-Depth discussion of leads ; generation, unfolding, and strategy.


Monthly Meeting— the second Wednesday of each month we host an in house training session where we get together with agents and discuss an area of development in a group setting. — We often welcome outside guest speakers into this meeting to offer another level of training and education.


Content Meeting—the last Wednesday of each month we get together in house and discuss content ideas for the upcoming month that will help you stay in the view of your client base. This meeting is a fun and creative get together where many different ideas are presented and welcomed!


Off site training— occasionally we meet at The Metropolitan Club (see page 20 for more information on the Metropolitan Club) for trainings and guest speakers. Meetings offsite at the Met are always wonderful! The views are incredible and the trainings are informational that we arrange to be held there.


EDUCATION RE/MAX University RE/MAX University (or RU) is found in Mainstreet, and contains a plethora of educational videos for agents, streamed online 24/7 for easy access . There are also learning tracks allowing an agent to just watch individual videos in the library! Agents can also earn certifications and designations through the online classes. AND—everything is accessible from a mobile or tablet device.

Maximizing Results We also have coaching / education tools available through Maximizing Results LLC, a coaching and consulting firm that helps organizations and individuals maximize their results in life—personally and professionally.



FACILITIES RE/MAX Go Beyond home office 4270 Ivy Point Blvd. Suite #120 | Cincinnati, OH 45245 |P. 513.275.1212

The RE/MAX Go Beyond home office is located in the Ivy Pointe business park. The GB office occupies a beautiful 5,000 sq. ft suite work space that features two conference rooms equipped with screens for display, an in suite cafe, open air desk spaces, ergonomic standing station, WiFi Hotspot, and individual window offices. The space is perfect for growing your business and hosting your clients!

The Metropolitan Club 50 E. Rivercenter Blvd. | Covington KY |P. 859. 491.2400

“The Metropolitan Club is a unique and distinguished private business club in the Greater Cincinnati/Northern Kentucky area. Since opening in 1991, the Club remains committed to its mission, “To unite diverse leaders in our region who desire to make a difference in our community.” As a multi-year winner of Best View from a Restaurant, the Metropolitan Club, literally and figuratively, has a 360 degree view of community." Go Beyond owner Kris Cooper is a member of the Metropolitan Club. As a member, Kris has the capability to open up trainings and meetings that may be hosted within this elegant facility.

RE/MAX Go Beyond 2018 Holiday Celebration at The Met!

MARKETING RE/MAX Design Center Design Center is accessed through the Max/Center home page. Design Center offers all your design needs in one convenient location as a self service marketing tool!

In-House Creative Department Jennifer Durham

Content Director , Jennifer Durham

Creative Content Director

Go Beyond has a marketing service available in which a dedicated staff member is available to assist or complete desired design needs and marketing material per agent request. The Content Director supports the brokerage and independent agents.



VENDORS While we have no required allegiance to or contracts with any of the below vendors, we do have experience working with all of them and they are listed here in the event that you need a recommendation.

Lenders Fairway Mortgage Joan Roberts – Loan Officer 513-236-6822

Guardian Savings Bank Tom McConaughy – Assistant VP 513-200-3823

First Home Bank

Chase Home Lending

Andrew Clyne – Residential Loan Originator 513-295-1083

Seth Howard – Senior Home Lending Advisor 513-702-8391

Title Companies: CS Title Agency, Inc.

Prodigy Title LLC Nick Perrino, Esq. - President 513-870-9070

Joni Merritt – Title Agent (740) 335-6645

Accountant Accountant for the Self-Employed: Toph Sheldon – Founder and Proprietor 513-342-4000

Home Warranty (Provides $60 bonus for every enrollment)

HMS National, Inc. Kathleen Oetgen – Account Executive 513-404-0664

*** Reminder: You are NOT REQUIRED to use any of the listed vendors above. This is for reference only.***




FAQ’S What is the difference between RE/MAX and RE/MAX Go Beyond? RE/MAX is the founding entity for all RE/MAX offices across the globe. Their primary function is to sell franchises – they are not a real estate company. They rely on franchisees (i.e. RE/MAX Go Beyond) to have agents join their individual offices. RE/MAX Go Beyond is a franchisee of RE/MAX, LLC and its own real estate company.

Can I say I’m with RE/MAX? No. Per the answer above, we must identify ourselves as RE/MAX Go Beyond.

Do I need to spell it in all caps? Yes. RE/MAX is a registered trademark. You must also include the forward slash between the “E” and “M”. While we realize some websites, for example, will not allow you to do that, you should always strive to use RE/MAX Go Beyond in all instances possible.

Where do I get the logos? We supply the official logo for RE/MAX GO Beyond and it can also be found on Dropbox. For the official RE/MAX balloon, you will need to download from MaxCenter under the logo tab.

How do I pay my monthly agent bill? See your office administrator.

What form (s) of payment can I use to pay my bill? Agents may pay via Zelle (similar to PayPal) or personal check. See office administrator for payment details.

How can I access my YTD production? This information can be found on MLS.

Who is our E/O carrier? All of our agents must carry E&O (Errors & Omissions) insurance and will be billed monthly by RE/MAX Go Beyond.

How can I find out when my license expires or what CE classes I’ve already taken? This information can be found at by using the license look-up function.

Do you have wiring instructions for transactions? No, the title company assigned to your transaction will provide.

Can an agent receive his/her commission from a wire? No, commission check are only transmitted via direct deposit.


TOP 10 THINGS EVERY RE/MAX GO BEYOND ASSOCIATE NEEDS TO KNOW ABOUT MARKETING & ADVERTISING RE/MAX is an acronym that originally stood for “Real Estate MAXimum”, so wherever you advertise RE/MAX, make sure it’s in all caps, and has the forward slash after the RE. You should always say RE/MAX Go Beyond, not shorten to RE/MAX. Include your office address. RE/MAX LLC requires this on all marketing materials. Some exceptions apply, such as; if the advertisement is too small to include the full address. But on most promotions & ads, you will need to include it.

Include your office phone number. RE/MAX LLC requires a phone number owned by the brokerage to be included on all advertisements. You can also include your cell phone number, but additionally you must include the main office phone number. Each Office Independently Owned & Operated. RE/MAX Go Beyond is a franchise of RE/MAX, LLC, so we therefore must also include this language on advertisements & promotions. The balloon logo. RE/MAX, LLC has very strict guidelines on how the RE/MAX balloon is to be displayed. There are very few variations on how you can use it. The best use is always the red over white over blue, vertical balloon. You may use it in black & white. Other colors or formats are not to be used. Company-approved logos may be downloaded from MaxCenter. Realtor & Equal Housing logos. Make sure to use the equal housing logo (or slogan “Equal Housing Opportunity”) on all advertisements, as that is required by the Federal government. Also include the Realtor logo where you can, as your local board encourages the use of this. Official RE/MAX colors. When having signs, flyers, etc. printed, you need to make sure you’re using the correct colors. RE/MAX Red is classified as Pantone 186 (0/100/100/5,225/27/34,#e11b22). RE/MAX Blue is classified as Reflex Blue (100/73/0/2,0/84/164,#0054a4). Marketing Claims. RE/Max, LLC has many trademarked marketing claims that you can use in your promotions & advertising. These statements such as “Above the Crowd!®” or “Outstanding Agents, Outstanding Results.®”, need to have the registered trademark symbol accompanying them when used. If you are not sure… ask! Download the RE/MAX Brand Identify Guidebook (found in Mainstreet) to use as a reference . Ask your office staff or e-mail the graphic standards team at: if you’re unsure if you are using proper marketing & graphics standards. Please see additional documents and training material included within the onboarding package to complete your start with us! We are very happy you are here!


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Profile for Kris Cooper

RE/MAX Go Beyond Company Guide  

The basics on what you need to know

RE/MAX Go Beyond Company Guide  

The basics on what you need to know