Heritage Happenings

Letter from Grant Calendar of Events

Premier Partners Your Trusted Network Agent Recognition 04 03 06

Welcome New Agents

All About Mortgage w/ GFS &Set Expectations in A Shifting Market

Boost Your Business with Chat GPT & Mega Agent Camp 2025!

Love Your Listing & Accelerate Your Success! 8+ Mil In Production

Legacy Mutual Mortgage Class & KWH Unlocked Podcast

Tech Talk

MCA Insider

17-18 19-20 NAHREP Top 100 San Antonio June Cappers & Top 10's 21-22 August Birthdays & Anniversaries

August always feels like a turning point. The carefree days of summer start giving way to earlier mornings, packed schedules, and a renewed sense of structure. For many, this shift brings fresh focus and the chance to set the tone for the rest of the year.

In real estate, this is a powerful season to be intentional. As we settle back into routines and clients refocus on their next move, it’s our opportunity to meet them where they are—ready, prepared, and full of solutions. Whether it’s following up on summer leads, nurturing relationships you’ve built, or finally launching that new idea you’ve been sitting on, now is the time to take action.

Think of August as your runway. The habits and momentum you create in the next few weeks will carry you through the fall market and into a strong year-end finish. Let’s commit to showing up with purpose, serving at the highest level, and making the most of every conversation and connection.

Grant Lopez

Welcome to The KWH Family

NEW AND TRANSFER AGENTS

Each month, we welcome a wave of passionate, driven, and talented agents who bring fresh energy, diverse experience, and big dreams to our culture. Whether they’re brand new to real estate or seasoned pros making the move to Heritage, we ’ re proud to support them as they grow, thrive, and make their mark. Take a moment to say hello, connect, and give a warm welcome to our newest KWH Family Members!

NEW AGENTS

TRANSFER AGENTS

Bradley Wacasey

Byron Martinez Lara

Brandi Dunagan

Ashley Sanchez The Zepeda Team

Hunter Albrecht The Albrecht Team

Sergio Ugazio

Tracy Levine

Michael Godinez

Janet Harper

Calendar of Events

STAY INFORMED, STAY AHEAD

FRIDAY, AUGUST 1ST

Office Open

MONDAY, AUGUST 4TH

Ice Cream Social

TUESDAY, AUGUST 5TH

MCA Transmittal

Ambassador Meet-Up

WEDNESDAY, AUGUST 6TH

TXREI-Legal Update I #47600

Inside Outside Culture Committee

THURSDAY, AUGUST 7TH

HQ Team Meeting

All About Mortgage with GFS

Set Expectations in a Shifting Market

FRIDAY, AUGUST 8TH

Boost Your Business with Chat GPT

More Than a Woman

MONDAY, AUGUST 11TH

KWRI Mega Agent Camp

TUESDAY, AUGUST 12TH

FRIDAY, AUGUST 15TH Orientation

MONDAY, AUGUST 18TH

Love Your Listing Accelerate Your Success 8+ Mil in Prod

TUESDAY, AUGUST 19TH

Mangonada Day! Ambassador Meet-Up Growth Committee

WEDNESDAY, AUGUST 20TH

TXREI Legal Update II #47601

TXREI Broker Responsibilities #50498 KWOP

THURSDAY, AUGUST 21ST HQ Team Meeting

Legacy Mutual Mortgage Class

FRIDAY, AUGUST 22ND

TXREI- The Principles of Home Staging #50175

MONDAY, AUGUST 25TH Ignite Start Date!!

TUESDAY, AUGUST 26TH

Heritage Property Exchange

WEDNESDAY, AUGUST 27TH KW Hill Country Team Meeting ALC Meeting

FRIDAY, AUGUST 29TH

THURSDAY, AUGUST 28TH Partner Selection Committee Office Open

Heritage Property Exchange

Mega Agent Camp Education Committee

WEDNESDAY, AUGUST 13TH

Mega Agent Camp

TXREI-Legal Update II #47601 Team Lead Mastermind

THURSDAY, AUGUST 14TH

TXREI-The Family Contract #52574

Technology Committee Luxury Committee

All About Mortgage GFS

Thursday, August 7th 1 PM - 2 PM | 3

Join us for an informative session where we’ll break down mortgage basics every Realtor should know. We’ll walk you through our lending process from start to finish, highlight common pitfalls and how to avoid them, and share best practices to help keep your clients’ loans on track. To wrap it up, we’ll open the floor for a live Q&A, so bring your questions and get the answers you need to better support your buyers every step of the way! Click Here or Scan the QR Code to RSVP!

Set Expectations in A Shifting Market

Thursday, August 7th

1 PM - 2:30 PM | Left Side Training Room

In today’s shifting market, it takes more than just experience to truly win with clients—it takes confidence, strategy, and the ability to guide them through uncertainty. Join master coach and real estate leader Haley Garcia as she shares powerful insights to help you connect with hesitant buyers, unsure sellers, and anxious borrowers. Learn how to position yourself as the calm, trusted professional your clients rely on, no matter how the market moves. Click

Boost Your Business with Chat GPT

Friday, August 8th

9:30 AM - 11 AM | Left Side Training Room

Want to wow your clients, save time, and write standout listing descriptions—all in seconds?

Join us for a powerhouse class led by Albie Vas as he shows you how to harness the power of ChatGPT to elevate your real estate game. Whether you're new to AI or already experimenting, this class is packed with practical tips you can use right away! Click Here or Scan the

MEGA Agent Camp 2025!

Tuesday, August 11 - Thursday, August 14

Henry B. Gonzalez Convention Center, San Antonio

Step into the heart of innovation and inspiration at Mega Agent Camp 2025—the ultimate real estate training experience designed to elevate your business and mindset. Over the course of this high-energy event, you’ll hear from top-producing agents, industry visionaries, and thought leaders who are shaping the future of real estate. Click Here or

Love Your Listing!

Monday, August 18th

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

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!

Click

Accelerate Your Success!

8+ Mil In

Monday, August 18th

Production

3 PM - 4:30 PM | 2 Floor Conference Room nd Click

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

Legacy Mutual Mortgage Class

Thursday, August 21st

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!

UN LOCK with

Grant L

a Life & Industry

KWH Unlocked is your monthly dose of lifestyle and industry insight—live from the Keller Williams Heritage lobby and streaming on Facebook and YouTube! Hosted by Team Leader Grant Lopez with special guests, this podcast blends real estate, leadership, and real life in one dynamic conversation you won’t want to miss!

Click Here or Scan the QR Code to watch the latest episode

TECH TALK

INNOVATIONS & INSIGHTS

Dear KW Heritage Family!

We’re excited to announce the launch of our brand-new, agent-only website — the KWH Portal — replacing the Agent Toolkit app and making your life easier than ever. With its sleek, intuitive design, the KWH Portal puts the tools and information you need right at your fingertips

Inside, you’ll find resources from every department, office information, event calendars, and much more — all in one easy-to-navigate space. The KWH Portal also features interactive forums where you can collaborate, share ideas, and communicate with other agents like never before. Say goodbye to juggling multiple tools — now everything you need is in one central place.

Getting started is easy! Create your profile today and start exploring the endless possibilities. From marketing materials and transaction resources to training schedules and community forums, it’s all here. The future of agent support is here — smarter, faster, and built for you.

VISIT KWHPORTAL.COM OR SCAN THE QR CODE TO GET STARTED!

Katie Ratliff | kratliff@mykwsa.com

Savannah Harrold | sharrold@mykwsa.com

MCA INSIDER

SMART TIPS AND HELPFUL TOOLS FROM YOUR MCA TEAM

Dear KW Heritage Family!

We hope your month is off to a great start! This is your MCA Team checking in with an important reminder about making changes to your CDA.

If you ever need to update or revise your Commission Disbursement Authorization (CDA), the process is quick and simple. Just visit wheresmyda.com — you can even access it directly from your phone anytime, anywhere. Once there, submit your change request in just a few clicks. If you send it in during the evening, you’ll have your revised CDA ready for you before the next business morning.

Keeping your CDA accurate and up to date helps ensure a smooth and timely commission process for your closings. As always, your MCA Team is here to support you every step of the way and answer any questions you might have. Thank you for your attention to this important step — and for all the hard work you do!

Thank you for your attention to this—and for everything you do. We’re here to support you every step of the way! - Your MCA Team

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 Legacy Mutual Mortgage, Raze Roofs, Sundek, and Home Riz 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!

Legacy Mutual Mortgage

Your Competitive Edge in Every Deal.

In real estate, speed and strategy win. That’s why Legacy Mutual Mortgage goes beyond the basics delivering lightning-fast pre-approvals, proactive communication, and creative financing solutions that help your offers stand out. We partner with agents to make every transaction smoother, every client more confident, and every closing a celebration. With Legacy, it’s not just about getting to the finish line it’s about crossing it together, stronger than ever.

Let’s turn transactions into triumphs.

Click Here or Scan the QR Code to Learn More

Raze Roofs

Your Shield from Storms, Your Partner in Protection

When the elements push your property to its limits, trust Raze Roofing to bring you peace of mind. As a veteran-owned business rooted in San Antonio, they deliver strategic, high-quality roofing solutions for both residential and commercial clients. From comprehensive storm damage restoration and precision repairs to full replacements, inspections, and ongoing maintenance, every service is backed by expert craftsmanship and attention to detail.

Competitive Pricing & Transparency

Built to Last

Total Coverage, Complete Communication

Click Here or Scan the QR Code to Learn More

SUNDEK

You stand on it, We stand behind it

For more than five decades, SUNDEK has led the industry in decorative concrete resurfacing, renowned for combining durability, design, and low-maintenance appeal. With deep roots in Texas SUNDEK of San Antonio founded in 1984 they specialize in reviving worn, outdated concrete surfaces, offering an attractive, eco friendly alternative to full replacements.

Limitless Design Options Built to Last Proven Expertise Locally

Click Here or Scan the QR Code to Learn More

HomeRiz

“Riz It, List It”: Seamless Home Prep

When it comes to preparing homes for the market, HomeRiz is the ultimate ally for agents in San Antonio, Boerne, and New Braunfels. From cleaning and minor repairs to painting, flooring installs, and landscape touch-ups, they handle every detail letting you focus on clients while they power up your listings.

Complete Turn-Key Prep

Faster Turnarounds, Faster Sales

Flexible Financing

Transparency Through Tech

Click Here or Scan the QR Code to Learn More

Premier Partners!

Congratulations to Our Premier Partner Perks Winners!

This month, we're thrilled to announce the lucky winners of our Premier Partner Perks program: Carla Haley won $750.00 ($250.00 & $500.00)! & Ana Frias 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!

Carla Haley $750.00

Ana Frias $750.00

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 ERIC JOHNSON FOR BEING SELECTED FOR THE 2026 SABOR BOARD OF DIRECTORS!

His passion, leadership, and commitment to excellence continue to inspire our Heritage family.

CONGRATS TO SCOTT HOIBERG ON GETTING HIS FIRST LISTING LIVE!

We’re excited to see your hard work and dedication pay off as you take this exciting step in your real estate journey.

CONGRATS TO LUCY YOUNG ON HER FIRST CLOSING!

CONGRATULATIONS TO SARAH AGUILAR ON THE WELCOMING OF HER NEW BABY!

We’re overjoyed for you and your family as you begin this exciting new chapter.

CONGRATULATIONS TO CHRISTINE DENNEY ON HER NEW GRAND BABY!

Wishing you and your family endless joy and sweet moments together.

We’re so proud to see your dedication and hard work lead to this exciting milestone.

CONGRATS TO MONIQUE SLATER FOR BEING FEATURED ON THE COVER OF REAL PRODUCERS!

This spotlight is a welldeserved recognition of your remarkable achievements and influence in real estate.

CONGRATULATIONS!

CELEBRATING NAHREP TOP 100 SAN ANTONIO

We are incredibly proud to celebrate our Keller Williams Heritage family members who have been named to the NAHREP Top 100 list for San Antonio! This prestigious recognition honors the top-producing Latino real estate professionals in our community who are making an extraordinary impact through their dedication, expertise, and unwavering commitment to serving clients with excellence.

To have so many of our agents and teams featured on this list is a true testament to their hard work, professionalism, and heart for helping families achieve the dream of homeownership. Each of these leaders represents the very best of what it means to be a real estate professional demonstrating not only exceptional sales performance but also the highest standards of service, advocacy, and community engagement.

We congratulate every one of our amazing honorees for this remarkable achievement. Your passion, resilience, and determination continue to inspire our entire KW Heritage community, and we are honored to be part of your journey. Thank you for raising the bar for excellence in our industry and for making such a meaningful difference in the lives of the clients and communities you serve.

NAHREP Top 100 Agents & Teams

Teams

Brandon

Daniel Rigau

Ricardo Gonzalez

Norma Lira

Lovetta McAplin

Jason Hernandez

Henry Herrera

Sandra Uribe

CAPPERS & TOP 10'S

CONGRATULATIONS ON YOUR SUCCESS!

Each month, we take a moment to recognize the outstanding achievements of our agents. From those who have capped to our Top 10 producers, these professionals continue to raise the bar, lead with excellence, and embody what it means to be part of the KW Heritage family. Let’s celebrate their dedication, drive, and the impact they’re making in our industry and community!

JUNE CAPPERS

Ryan Alton

Hilary Barras Beth Bush

Melissa Andrade

Sam Baraz

Kaylee Foret Shana Kounse

Patricia Chavez

Danielle FItzgibbons

Frank McCumber Amy McKeithen

Jen Cluff

Summer McAuley

Jessica Rangel Dave Rutter

Tina Morris

JoAnne Patterson

Kenneth Shumake

Matt Macho

Jason Martin

Isabel Owen

Tim Allums

HAPPY ANNIVERSARY

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!

Patricia Chavez 23 Years

19 YEARS

Estela Haese

18 YEARS

Judy Schlichting

Trent Boarnet

17 YEARS

Liz Adams

Joyce Martinez

16 YEARS

Erika Chapa

14 YEARS

Brad Claus

12 YEARS

Kimberly Shoemake

10 YEARS

Danielle Quiroga

Scott Malouff

8 YEARS

Sonny Estrada

Fabiola Poulat

Stephanie Bhoorasingh

7 YEARS

Melinda Holbrook

Latonia Moore

6 YEARS

Christine MayorgaHolloway

Ken Ruiz

Kendall Stroud

5 YEARS

Abel Zepeda

Terry Zepeda

Teri Toth

4 YEARS

Dana Durocher

Rocio Valdez-Schmitt

3 YEARS

Ashlynn Hawkins

Isaac Carrasco

Vanessa Solis

Allison Martinez

Francheska Rios

Ericka Rayas

2 YEARS

Dustin Wilke

Daniel Zavala

Alyssa Martinez

Adele Huerta

Daniel Pedroza

Dennise Pedroza

Michael Schumacher

Fawn Bevineau

Nancy Risher

1 YEAR

Ryder Rodriguez

Kimberly Bennett

Joan Culpepper

Emily Espinoza

Brenda Carpenter

Erin Martin

Camden Colville

Chancellor Alwin

MK Rice

Scott Rice

Paul Dixon

Jason Bishop

Kymberlee Smalls

Marquis Williams

Kalei Laneaux

Juan Manuel Medina

Bruce Wedell

Angie Douty

Rebecca Belt

Carly Sanchez

Grace Fernandez

Tom Patterson

Alma Siman

HAPPY BIRTHDAY

C E L E B R A T I N G Y O U !

This month, we ’ re celebrating all the incredible KW Heritage family members born in July! 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!

AUGUST 1ST

Evelyn Hernandez

Liza Reyes

AUGUST 2ND

Shaunna Hanover

Gabriela Castillo

Marsha Kovar

David Jones

AUGUST 3RD

Frank McCumber

Adela Perez

AUGUST 4TH