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Heritage Happenings

April is a special time of year. It’s a season of renewal, of faith, and of reconnecting with what truly matters. Easter reminds us of hope, fresh starts, and the power of belief—not just in our personal lives, but in our businesses and the people we serve.

In real estate, faith is everything. We have faith in ourselves to push through challenges, faith in the market to provide opportunities, and faith in the dreams we help bring to life. Every conversation, every deal, and every moment spent serving our clients is a step toward something bigger than just a transaction—it’s about changing lives.

As we move through this month, I hope you take time to appreciate the people around you—your family, your friends, and this incredible community we’ve built together. Let’s lean into the season with gratitude, trust in the path ahead, and a commitment to lifting each other up.

Wishing you a month filled with faith, family, and new beginnings,

Grant Lopez

Welcome New Agents

Welcome to our newest agents! We’re thrilled to welcome you not only to KW Heritage but to the exciting world of real estate. Starting this journey is an incredible achievement, and we can’t wait to see the impact you’ll make. Here’s to new beginnings, endless opportunities, and a bright future in the industry!

Perry Slater Jacob Wright Shannycia Smith Tristan Pacheco

Welcome Transfer Agents

A warm welcome to our transfer agents! While you ’ re already seasoned in the real estate world, we ’ re excited to have you join us here at KW Heritage. We look forward to supporting your continued growth and success in this new chapter. Welcome to the KW Heritage family!

Stacy Davidson Texas Haven Home Group

Amy Ritchie Milagros

Julissa Cantu

Nadezhda Strudell

Robert Glover

Carlos Mesta Villegas

Jason Lawrence

Janet Banks Bank Team Antoine Banks Bank Team

Alicia Espinoza

Jaspreet Kaur

Antonia Flores

Kianna Stinney

Cesar Garcia Monteverde Group

Maribel Gomez Monteverde Group

Roberto Gomez Monteverde Group

Victoria Obregon McRealty Group

Calendar of Events

STAY INFORMED, STAY AHEAD

TUESDAY, APRIL 1ST

Aprils Fools Day!

Ambassador Meet Up

Onward BOLD | Week 1

WEDNESDAY, APRIL 2ND

TXREI - Legal Update #47600

Inside & Outside Culture Committee

THURSDAY, APRIL 3RD

MCA Transmittal

ALC Meeting

Team Meeting

All About Mortgage with GFS

FRIDAY, APRIL 4TH

Group Meditation Session

MONDAY, APRIL 7TH

E&O Session

4+ Mil Mastermind: Client Events

TUESDAY APRIL 8TH

Heritage Property Exchange

Onward BOLD

Major League Real Estate Education Committee

E&O Session

WEDNESDAY, APRIL 9TH

TXREI - Legal Update II #47601

Team Lead Mastermind

Builder Content Day

E&O Session

Real Estate in the Palm of Your Hand

FRIDAY, APRIL 11TH

Orientation

Zoom and E&O Session

More Than a Woman

E&O Session

MONDAY, APRIL 14TH

Ignite Starts!

Brand Awareness Day

E&O Session

TUESDAY, APRIL 15TH

Legacy Class

Ambassador Meet-Up Onward BOLD Growth Committee

WEDNESDAY, APRIL 16TH

TXREI- Broker Responsibility #50498

KWOP

E&O Session

THURSDAY, APRIL 17TH

Settlement/CD Español

E&O Session

HQ Team Meeting

Legacy Mutual Mortgage Class Technology Committee Luxury Committee

Ping Pong Tournament

FRIDAY, APRIL 18TH

Good Friday | Office Closed

MONDAY, APRIL 21ST

Zoom and E&O Session

THURSDAY, APRIL 10TH Luxury Committee

Love Your Listing

Accelerate Your Success 8+ Mil

TUESDAY, APRIL 22ND

Earth Day!

Heritage Property Exchange

Onward BOLD

WEDNESDAY, APRIL 23RD

Hill Country Team Meeting

ALC Meeting

THURSDAY, APRIL 24TH

Fiesta Day 1!

TXREI 1-4 Contracts #46706

Content Day Luxury Partner Selection Commitee

FRIDAY, APRIL 25TH

KW Land Meeting

SATURDAY, APRIL 26TH

Shred Day & Electronic Recycling

MONDAY, APRIL 28TH Office open

TUESDAY, APRIL 29TH Onward BOLD

Phone Duty Sign Up

WEDNESDAY, APRIL 30TH Office Open

E&O Sessions

Monday, April 7 | 10 AM - 11 AM th

Tuesday, April 8 | 2 PM - 3 PM th

Wednesday, April 9 | 1 PM - 2 PM th

Thursday, April 10 | 10 AM -11 AM / Zoom th

Friday, April 11 | 9:30 AM - 10:30 AM / Zoom th

Friday, April 11 | 2 PM - 3 PM th

Monday, April 14 | 2 PM - 3 PM th

Wednesday, April 16 | 1 PM - 2 PM th

Thursday, April 17 | 10 AM - 11 AM th

Our Annual Mandatory E&O meetings are this month. Every agent must attend one of these sessions. Your attention for just one hour is greatly appreciated, as it will help you protect your business and represent your clients better.

Topics that will be covered include an update on the Clear Cooperation Policy changes from NAR, the updated IABS, revised Contracts, our KW Non-Negotiables, and Lawsuits and Complaints, and more. It is your obligation as a license holder to be well informed on what's new and happening. So sign up and attend a session.

Every agent who signs up (and actually attends) will be automatically entered into a drawing for 1 of several $100 gift cards, courtesy of our Premier Partners! And there's a huge, surprise announcement about Garret's hair! You won't want to miss out on the fun!

Click Here or Scan the QR Code to RSVP!!

All About Mortgage with GFS

Thursday, April 3 | 1 PM - 2 PM rd

GFS 3 Floor rd

Join us for an in-depth session on mortgage essentials, designed to give Realtors the knowledge they need to navigate the lending process with confidence. We’ll break down mortgage basics, walk you through our lending process, and provide key insights to help you keep transactions on track. Bring your questions we’ll have an open Q&A to address everything you need to know!

Click Here or Scan the QR Code to RSVP!

4+ Mil

Mastermind:

Client Events

Monday, April 7 | 1 PM - 3 PM th Training Room

Click Here or Scan the QR Code to RSVP!

Join us for an exclusive mastermind designed for top-producing agents ($4M+ production) to dive deep into the art of hosting impactful client events while leveraging vendor partnerships to offset costs. Learn from an expert panel featuring Ana Warmke, Helen Guajardo, Heather Pilkington and Trent Boarnet, who will share their strategies for creating memorable experiences that strengthen client relationships and drive referrals.

Major League Real Estate

Tuesday, April 8 | 10 AM - 12 PM th Training Room

What do real estate and Major League Baseball have in common? More than you think! Join us on April 8 for an exclusive workshop on what it takes to be a Major League performer in real estate. Former Texas Rangers and Chicago Cubs pitcher Jose Guzman and his wife Kristina will share game-changing insights on the mindset, discipline, and strategies that separate the minor leaguers from the major leaguers both on the field and in the real estate industry. Don’t miss this unique opportunity to level up your business with lessons from the pros!

Click Here or Scan the QR Code to RSVP!

Accelerate Your Success!

8+ Mil In Production

Monday, April 21 | 3:00 PM 4:30 PM st 2nd Floor Conference Room

Unlock your potential with monthly intensive coaching sessions led by Joshua Sigman and Niki Salter, designe specifically for top-performing agents aiming for expon growth. These sessions focus on advanced mindset and leadership training to help you cultivate a high-perform mindset and achieve long-term success

Click Here or Scan the QR Code to RSVP!

KWYP Ping Pong Tournament!

Thursday | April 17th

1st Floor Kitchen Area | 2:30 PM -5:30 PM

KWYP is bringing the fun—and the impact—to you! Join us for an exciting fundraiser filled with food, drinks, games, and great company, all in support of a meaningful cause. This is your chance to unwind, connect with fellow agents, and make a difference while enjoying a lively, social atmosphere.

But KWYP (Keller Williams Young Professionals) is more than just great events— it’s a powerful resource for agents looking to grow both personally and professionally. As a part of KWYP, you’ll gain access to networking opportunities, exclusive events, educational resources, and a supportive community of motivated agents who are always ready to help one another succeed.

Whether you’re coming for the games, the food, or the chance to give back, don’t miss this opportunity to have a blast while supporting a great cause. Let’s come together, make an impact, and have some fun—see you there!

If you are interested in becoming apart of this dynamic community please feel free to reach out to -

Builder Content Day

Wednesday, April 9 | 10 AM - 3 PM th Enchanted Bluff - 78266

Join us for Content Day at 3 beautiful model homes, where we’ll have a professional videographer on-site to help you create content that seamlessly fits into our templated video format. Our videographer will handle the filming, so all you need to do is bring your personality to make it your own! It is first come, first serve but don't worry! Our amazing builder partners and videographers are providing food, giveaways, and prizes!

Thank you to Toll Brothers, Monticello Homes, and Sitterle Homes for hosting us!

Click

Monday | April 21st

Training Room Left Side | 11 AM - 12:30 PM

Join Caroline Daly of Fidelity Home Warranty for an interactive class where you can present your MLS listings, gain valuable feedback from fellow agents, and discover new ways to market your properties effectively. Empower your sellers with the knowledge that you're going the extra mile to get their properties sold!

Real Estate in the Palm of Your Hand

Wednesday, April 9 | 2:00 PM - 3:00 PM th

Training Room Right Side

Click Here or Scan the QR Code to RSVP!

PalmAgent ONE is real estate’s #1 closing cost app, designed to make your transactions smoother and more efficient. With powerful calculators for estimates, net sheets, and more, this tool helps you provide accurate answers to clients in seconds. Join us for a live demo where we’ll walk you through its features, show you how to maximize its potential, and ensure you ’ re fully equipped to handle client questions whether you're in the office or on the go. Don’t miss out on this game-changing tool for your business!

Settlement/CD Español

Thursday, April 17 | 10 AM - 11:30 AM th

Training Room Left Side

Gain a clear understanding of the key sections of the Closing Disclosure and Settlement Statement, and learn how to communicate complex financial details in a way that builds trust especially with Spanish-speaking clients. This session will equip you with effective techniques to simplify the process, along with hands-on practice using real examples, role-playing scenarios, and valuable resources for continued support.

Walk away with the confidence and knowledge to guide your clients seamlessly through the closing process

Click Here or Scan the QR Code to RSVP!

Legacy Mutual Mortgage Class

Thursday, April 17 | 1 PM - 2 PM th

Training Room Left Side

Click Here or Scan the QR Code to RSVP!

Join us for an exclusive class led by Legacy Mutual Mortgage, where you’ll gain expert insights into the mortgage process, common pitfalls to avoid, and best practices to ensure a seamless closing experience. Whether you ’ re a new agent or a seasoned pro, this session will equip you with the knowledge and tools to better serve your clients and keep transactions on track Don’t miss this opportunity to learn from the experts and elevate your real estate business!

Luxury Content Day

Thursday, April 24 | 9 AM - 1 PM th

310 Cotton Cloud, San Antonio TX , 78260

Join us for Content Day at a beautiful listing, where we’ll have a professional videographer on-site to help you create content that seamlessly fits into our templated video format. We’ve crafted a sleek, customizable template that allows your unique part whether it’s an intro, listing highlight, or personal message to be filmed and seamlessly integrated This ensures a polished, professional video that aligns with the overall theme while still showcasing your individuality. Our videographer will handle the filming, so all you need to do is bring your ideas and personality to make it your own!

Click Here or Scan the QR Code to RSVP!

Onward BOLD by Gary Keller

6 Week Workshop

Every Tuesday, Beginning April 1st

9 AM - 2 PM | SABOR San Antonio, TX

Are you ready to take your real estate business to the next level? Starting April 1st, we’re offering an incredible opportunity to learn and grow with BOLD, a six-week program designed to help you not just build a business, but create a Life by Design. Whether you’re just getting started or looking to refine your existing business, BOLD will give you the tools and strategies you need to thrive in today’s competitive market.

Throughout the six weeks, you’ll dive into the core essentials of real estate success. Learn how to generate high-quality leads, optimize your database for maximum efficiency, perfect your sales presentations, and host impactful open houses and events that will elevate your reputation.

But BOLD doesn’t stop there. We’ll take you beyond the basics to explore a variety of powerful topics that will help you create longterm, sustainable growth. You'll discover the importance of building your personal brand and creating engaging content for social media that resonates with your target audience. You'll also learn strategies for wealth-building, so you can create financial freedom while advancing your career.

Shred Day & Electronic Recycling

Saturday, April 26 | The Heritage Office th

In honor of Earth Day, we're excited to host a special Shred Day and Electronic Recycling event! This is your opportunity to responsibly dispose of important documents and outdated electronics while contributing to a greener planet.

Bring your sensitive papers for safe shredding and old electronics for ethical recycling, ensuring that they’re disposed of in the most eco-friendly way possible. This event is all about reducing waste, protecting the environment, and helping you declutter.

Let’s come together and make a positive impact on the planet while doing our part to recycle and protect our future.

Don't miss out on this chance to tidy up and go green—your contribution matters!

Click Here or Scan the QR Code to RSVP!

TECH TALK

INNOVATIONS & INSIGHTS

Dear KW Heritage Family!

Agents, this is an important reminder that everyone must update their IABS across all platforms immediately! This is not the same update from when Garret became our broker TREC has released a completely new form.

We know these changes can feel overwhelming, but don’t worry we ’ ve got you covered! We’ve created step-bystep video guides to walk you through the process, so you can easily follow along and update your IABS on your own. If you’d rather have some hands-on help, our team is available for one-on-one support just schedule an appointment, and we’ll make sure everything is updated correctly.

Let’s knock this out together and ensure we all stay up to date. If you have any questions, don’t hesitate to reach out we ’ re here to help!

Step by Step Help

Please follow the link or QR Code below to view the step by step videos on how to update your IABS.

Katie Ratliff | kratliff@mykwsa.com Savannah Harrold | sharrold@mykwsa.com

YOUR TRUSTED NETWORK

PREMIER PARTNER SHOWCASE

At Heritage, we take great pride in the incredible partnerships we ’ ve built with industry leaders who share our commitment to excellence. Our Premier Partner Showcase is a brand-new section in our magazine dedicated to highlighting these trusted professionals who help us serve our clients at the highest level.

Each month, we’ll feature a select group of our Premier Partners, showcasing their expertise and the invaluable services they provide. This month, we ’ re proud to highlight Fidelity National Home Warranty, Goosehead Insurance, Legacy Mutual Mortgage, and Key Title Group four outstanding companies that continuously go above and beyond to support our agents and clients.

We are honored to work alongside these exceptional partners and look forward to celebrating their contributions in every issue. Stay tuned to learn more about how they can help you and your business thrive!

Why Choose Legacy Mutual?

Legacy Mutual is committed to serving the homebuyers, Realtors, and referral partners with excellent service and partnership.

PERSONALIZED CARE

EXCEPTIONAL INTEGRITY AND PROVEN SUCCESS

We are built on 3 core values: Do the right thing 1. Show people you care 2. Do your personal best 3. This is What Makes Us Elite!

Click Here or Scan the QR Code to Learn More

Key Title Group

When it comes to seamless real estate transactions, Key Title Group stands out as a trusted partner, providing exceptional service and expertise in every closing. Their commitment to accuracy, efficiency, and client satisfaction makes them an invaluable resource for agents and homebuyers alike.

Expert Title Services – Thorough title searches to ensure a smooth and secure transaction.

Dedicated Support – A knowledgeable team ready to assist agents and clients at every step.

Problem-Solving Approach – Experienced professionals who proactively address any title concerns.

Click Here or Scan the QR Code to Learn More

Fidelity National Home Warranty

A home is one of the biggest investments a client will ever make, and Fidelity National Home Warranty helps protect that investment with reliable and comprehensive home warranty coverage.

Comprehensive Coverage – Protection for major home systems and appliances.

Added Value for Sellers & Buyers – Helps facilitate smoother transactions and enhances home value.

Fidelity National Home Warranty is a trusted partner in helping homeowners feel secure in their investment.

Click Here or Scan the QR Code to Learn More

Goosehead Insurance

Navigating the world of insurance can be overwhelming, but Goosehead Insurance makes it simple by offering tailored coverage and competitive rates from top providers As a Premier Partner, Goosehead works closely with agents and clients to ensure they have the right protection for their homes, families, and futures.

Personalized Coverage – Customized insurance solutions to fit each client’s unique needs

Access to Top Carriers – Comparing policies from multiple providers to find the best rates.

Superior Customer Service – Dedicated support for policy changes, claims, and questions.

Click Here or Scan the QR Code to Learn More

Congratulations to Our Premier Partner Perks Winners!

This month, we're thrilled to announce the lucky winners of our Premier Partner Perks program: Anna Nicolai-Knopf won $750.00 | Margo Villarreal won $250.00 | Edith Romo won $500.00 | Sophia Garza won $750.00 | and David Bosworth won $750.00!

The Premier Partner Perks program rewards you for using our trusted partners. Every time you engage with one of our Premier partners whether for services, products, or support you earn the chance to win cash prizes. So, keep utilizing our Premier partners for your real estate needs and increase your chances of winning big!

If you’re interested in participating in the premier partner program Scan the QR Code or Click Here to learn more!

AGENT RECOGNITION

CELEBRATING MOMENTS & MILESTONES

From personal milestones to professional victories, we’re here to cheer you on and celebrate the amazing impact you’re making. Keep shining, and let’s keep reaching new heights together!

CONGRATULATIONS TO KEN RUIZ & FAITH BROWN FOR CLOSING IN 48 HRS!

A huge shoutout to our Premier Partner, Faith Brown, for her incredible staging that helped make it happen. Great teamwork and an amazing win!

CONGRATULATIONS TO RACHEL TRUEBLOOD ON YOUR MARRIAGE!

Cheers to this beautiful new chapter in her life!

Wishing you a lifetime of love, joy, and happiness.

SHOUT OUT TO RICHARD TODD FOR HELPING SUPPORT NEW AGENTS THROUGH BOLD!

Your leadership and guidance are helping shape the next generation of real estate professionals. Keep inspiring and empowering others!

CONGRATULATIONS TO THE ZACHARY TEAM FOR BEING FEATURED IN VOYAGE SAN ANTONIO MAGAZINE!

Your hard work and passion for real estate continue to make an impact. Keep making waves in the industry!

SHOUT OUT TO MINA SLAUGHTER FOR BEING FEAUTURED ON AMERICAN DREAM TV!

Your passion and expertise in real estate are truly inspiring. Excited to see you shine on this incredible platform!

CONGRATULATIONS TO OMAR GARCIA ON 3 CLOSINGS IN MARCH ALONE!

Your hard work and dedication are truly paying off. Cheers to even more success ahead!

CONGRATULATIONS TO BRYAN WARHURST & HIS NEW FIANCE JESSICA!

What an exciting time in your life wishing you both a future full of love, joy, and unforgettable moments. Cheers to this beautiful journey ahead!

CONGRATULATIONS TO ANGELICA RIOS ON YOUR SUCCESS AT HERITAGE!

Your dedication and drive are clearly paying off, and we can't wait to see all the amazing things you'll continue to accomplish!

SHOUT OUR SHELLEY PROCTOR FOR CONTINUING TO GROW OUR CULTURE!

CONGRATULATIONS TO ALL THE WOMEN FEATURED IN THE SA WOMENS MAGZINE!

Here's to celebrating your achievements and the powerful impact you continue to make in our community!

CONGRATULATIONS TO ERIC SCHAFFNER AND FAMILY FOR THEIR NEWEST ADDITION!

Welcome to the world Levi! Wishing you all endless joy, love, and cherished moments with your little one.

Thank you for attending Bold and inspiring your guest to make the decision to join Heritage! Your influence and leadership are truly making an impact.

ELITE WOMEN IN REAL ESTATE

HIGHLIGHTING OUR AGENTS IN THE SA WOMENS MAGAZINE

We are beyond thrilled to celebrate the incredible women of KW Heritage who have been named the Elite Women in Residential Real Estate in San Antonio Women’s Magazine! This prestigious recognition highlights their unwavering dedication, exceptional expertise, and the profound impact they have made in the real estate industry. These powerhouse women continue to set the standard for excellence, inspiring others with their leadership, commitment to their clients, and passion for the communities they serve.

Being featured in this exclusive list is no small feat it is a testament to their relentless hard work, perseverance, and ability to navigate the ever-evolving world of real estate with grace and determination. We are incredibly proud to have such outstanding professionals represent Keller Williams Heritage, and we know this is only the beginning of even greater achievements ahead.

Please join us in celebrating these remarkable women who are shaping the future of real estate in San Antonio!

PatriciaChavez

JeniferSomerlot

JenCluff

DeborahSnelling

ShanaKounse

DeAnnaGuerrero

AliciaStumph TerryZepeda

MoniqueSlater

AnaWarmke MercedeHutto MistiRios

TiffanyLinville

HelenGuajardo KristeenaWeston

SaraHildebrandAguilera

HeatherPilkington

AnaRosaFrias

February Top 10's

KJ Johnson Jaime Marin Ashlee Montgomery

Shelby Renfeld

John Rodriguez Billy Rojo

Jan Boyle Jon Bradley Amy Carter Aaron Fernandez Shane Hamilton Mark Hampton

Kito Smith

Martha Valiquette

HAPPY ANNIVERSARY CELEBRATING MILESTONES

This month, we ’ re thrilled to celebrate our incredible team members marking another year with KW Heritage! Your commitment, passion, and hard work are what make our community thrive, and we couldn’t be more grateful to have you with us Thank you for being an essential part of our family!

16 Years

Dolly Breithaupt

15 Years

Todd Hess

14 Years

Laurie Jarrett

13 Years

Geraldina Machado

Michael Glover

11 Years

Kim Springfield

10 Years

Patti McDaniel

9 Years

Neil Shillig

Kim Gray

Sheryl Gibson

8 Years

David Bosworth

Hagan Cohle

Myrna Hernandez

7 Years

Kathy Baize

Karen McMillan

5 Years

Reva Laumer

Garrett Cresswell

4 Years

Edith Salinas Romo

Bill Johnson

Kevin Stone

Cesar Gonzalez

Mark Gibson

3 Years

Kylile Rodriguez

Salima Safri

Janet Hurt

Matt Gann

Victoria Fotenot

Roxanna Cruz Santory

Aseel Hadi

Teri Heck

2 Years

Karen Bazan

Jarielys Perez

Arturo Garcia

Baldo Villanueva

Stephanie Herrera

Nicholas Ramos

Sanaz Sayyah

Lorena Luna

Stacey Powell

Dean Sueltenfuss 19 Years

1 Year

Breenda Rios

Billy Stephens

Nick Macias

David Gonzlaez

Madison Nouhan

Aiden Mow

Kyle Mullen

Christine Pierce

Paty McDermott

Jennifer Meier

Vance Cox 19 Years

Amy Carter 19 Years

HAPPY BIRTHDAY

CELEBRATING YOU!

This month, we ’ re celebrating all the incredible KW Heritage family members born in April! Here’s to a fantastic year ahead filled with success, joy, and all the things that make you smile. Wishing each of you a very happy birthday and an amazing year to come!