Heritage Happenings - July 2025

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JULY 2025

Heritage Happenings

Letter from Grant Calendar of Events Welcome New Agents

All About Mortgage w/ GFS & Corn Hole for A Cause!

Tech Talk Legacy Mutual Mortgage Class & Love Your Listing Accelerate Your Success 8+ Mil & KWH Unlocked Podcast MCA Insider Premier Partners Lead Gen - Turbo Charged & 4 of July Celebration! th

July marks a quiet shift in the calendar—half the year behind us, half still ahead. It’s a time when many people step back, slow down, or drift into auto-pilot. But in real estate, this is when focus matters most.

The energy is still high, the market is active, and there’s real opportunity for those who stay engaged. This season isn’t about doing more for the sake of it—it’s about doing the right things with clarity and consistency. It’s a chance to reconnect with your goals, clean up your systems, and check in on the habits that are (or aren’t) moving you forward. It’s also a great time to lean into your community—your fellow agents, your clients, your partners—and remember you don’t have to do any of this alone.

July isn’t a reset button, but it is a checkpoint. You’re not starting over, you’re building on everything you’ve done so far. So whether this year has brought wins, lessons, or both—keep going. Keep showing up, keep pushing forward, and keep putting yourself in the rooms and conversations that lead to growth. The second half of the year is yours to shape!

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

Zoe Sinn Lisa Sinn Team

Rebecca Vale Stumph Realty Group

Michelle Muirhead Muirhead & Co. Estates Team

Jordan Salinas

Peter Muirhead Muirhead & Co. Estates Team

Victoria Rosas

Macy Sendejo Malouff International

Hunter Peterson

TRANSFER AGENTS

Latoya Wheaten
Rachael Dahl Dahl House Realty Group
Christopher Dahl Dahl House Realty Group
Jarrett Woodward Texas Home Duo Team

Calendar of Events

STAY INFORMED, STAY AHEAD

TUESDAY, JULY 1ST

Ambassador Meet Up

WEDNESDAY, JULY 2ND

TXREI Legal Update I #47600 Lead Gen - Turbo Charged Inside Outside Culture Committee

THURSDAY, JULY 3RD

MCA Transmittal

HQ Team Meeting4 of July Celebration!! th All About Mortgage with GFS

FRIDAY, JULY 4TH

OFFICE CLOSED: Independence Day

MONDAY, JULY 7TH Office Open

TUESDAY, JULY 8TH

Heritage Property Exchange Education Committee

WEDNESDAY, JULY 9TH

TXREI - Legal Update II #47601 Team Lead Mastermind

THURSDAY, JULY 10TH

TXREI- The Family Contract #46706

Cornhole Tournament!!! Technology Committee Luxury Committee

FRIDAY, JULY 11TH

More than a Woman

MONDAY, JULY 14TH Office Open

TUESDAY, JULY 15TH

Ambassador Meet Up Growth Committee

WEDNESDAY, JULY 16TH

TXREI Broker Responsibility #50498 KWOP

KWH Career Night

TXREI Commercial Real Estate Elements #47685 HQ Team Meeting

Legacy Mutual Mortgage Class

FRIDAY, JULY 18TH Orientation

MONDAY, JULY 21ST

Love Your Listing Accelerate Your Success 8+Mil in Production

TUESDAY, JULY 22ND

Heritage Property Exchange

WEDNESDAY, JULY 23RD

KW Hill Country Team Meeting ALC Meeting

THURSDAY, JULY 24TH

Partner Selection Committee

FRIDAY, JULY 25TH

KW Land Meeting

MONDAY, JULY 28TH Office Open

TUESDAY, JULY 29TH Office Open

WEDNESDAY, JULY 30TH Office Open

THURSDAY, JULY 31ST Office Open

FRIDAY, AUGUST 1ST Office Open

THURSDAY, JULY 17TH Click

Lead Gen - Turbo Charged

Wednesday, July 2nd 10 AM - 2 PM | Training Room

Join us for Lead Gen: Turbo Charged with Michael Tritthart—an interactive, CE-certified class where you’ll unlock smarter strategies for attracting leads, mastering AI tools, and dominating local search.

Whether you're refining your marketing or starting from scratch, this session delivers high-impact tactics that actually work.

HQ Team Meeting!

Thursday, July 3rd | 4 of July Celebration! th 11:30 AM - 12:30 PM | KWH Parking Lot

Get ready, KW Heritage Family—our July 3rd Team Meeting is moving outside for a patriotic celebration you won’t want to miss! Join us in the parking lot for a festive time filled with food, drinks, fun activities, and vendor experiences, plus exciting announcements about what’s ahead for KWH. Come dressed in your best red, white, and blue as we gather as a family to connect and kick off the holiday together in true Heritage style!

Click Here or Scan the QR Code for more Information

Click Here or Scan the QR Code to RSVP

All About Mortgage GFS

Thursday, June 3rd 1 PM - 2 PM | 3 Floor GFS Office rd

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!

Cornhole For a Cause!

Thursday, July 10th 11 AM - 2 PM | KWH Parking Lot

KWYP is coming together for a cause that hits close to home—join us as we rally around our very own Savannah Harrold in her fight against thyroid cancer. Come out for a day of fun, food, and friendly competition at KW Heritage, featuring a cornhole tournament, a street taco plate drive, and multiple ways to give. It’s free to attend and just $50 to play per team, with all proceeds going directly to support Savannah’s journey. Let’s show up big, Heritage family— because when one of us fights, we all fight.

Click Here or Scan the QR Code to Sign Up!

Click Here or Scan the QR Code to RSVP!

Legacy Mutual Mortgage Class

Thursday, July 17th

1 PM - 2 PM | 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!

Love Your Listing!

Monday, July 21st

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!

or

Accelerate Your Success!

8+ Mil In Production

Monday, July 21st

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

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!

UN LOCK with Grant

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!

Ready to turbocharge your lead gen game?

Michael Tritthart is bringing the power of AI straight to Keller Williams Heritage—and this is one class you do not want to miss.

In Lead Gen: Turbo Charged, you’ll learn exactly how to get on the first page of Google in DAYS, use video marketing like a pro, and put ChatGPT to work for your real estate business. This hands-on training is designed to help you attract more clients, save more time, and stand out in a crowded market.

With 6 hours of CE credit and real, actionable tools you can implement immediately, this class is more than just a tech overview—it’s a blueprint for next-level success.If you’ve ever felt overwhelmed by digital marketing or unsure where to start, this is your moment. Michael breaks it all down with clarity, strategy, and results in mind.

And remember to head over to our Tech Team’s YouTube page!! There, you’ll find hundreds of videos on everything tech, along with the latest updates, tools, and tips to keep you at the top of your game. Subscribe and stay connected with all things tech!

Click Here or Scan the QR Code to View the Tech Team

Youtube Channel

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 going strong! This is your MCA Team checking in with an important reminder regarding Lennar closings and how commissions are processed.

When working with Lennar, please note that commissions are not sent directly to individual agents. Instead, Lennar issues a single e-check made payable to the Brokerage through their Lennar Agent Portal. Because of this, it's essential that we receive the correct documentation to ensure your commission is processed quickly and accurately.

Here’s what you need to do:

1.Log in to the Lennar Agent Portal.

2.Download the PDF of the e-check issued to the Brokerage.

3.Download the ALTA or Final Settlement Statement for the transaction.

4.Email both documents to: cmontoya@mykwsa.com & klrw2@kw.com

Providing both the check and closing statement allows us to match your transaction, record it properly, and make sure everything stays on track.

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, Carpet Now, Two Men and a Truck, and The Water Man 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?

We don’t just fund loans—we fuel your success.

At Legacy Mutual Mortgage, our mission is to help agents and clients move forward with confidence. This month, we ’ re doubling down on service, speed, and strategy. From fast pre-approvals to consistent communication and marketing support, our team is here to help you write stronger offers, win more deals, and close with ease. With Legacy on your side, you ’ re never doing it alone we ’ re right there with you, every step of the way.

Let’s turn transactions into triumphs.

Click Here or Scan the QR Code to Learn More

Two Men and A Truck

Move with Confidence. Move with TWO MEN AND A TRUCK.

Whether your clients are relocating across town or across the country, TWO MEN AND A TRUCK takes the stress out of moving day. With trained professionals, top-notch customer service, and tailored moving solutions, we ’ re the trusted name in residential and commercial moves. From packing to unloading— we handle it all with care and efficiency.

Real estate agents: Partner with a team that treats your clients like family. Because every move matters.

Click Here or Scan the QR Code to Learn More

Carpet Now

Fast. Easy. Beautiful. That’s Carpet Now.

When your clients need new flooring before listing, after closing, or anytime in between Carpet Now delivers. We bring the showroom to their living room with mobile service, fast installs, and top-quality products. No stress. No delays. Just gorgeous results that help homes show better and sell faster.

Trusted by real estate pros. Loved by homeowners.

Click Here or Scan the QR Code to Learn More

The Water Man

Pure, Soft Water You Can Trust

Hard water is a reality in San Antonio but it doesn’t have to be part of your clients’ homes. San Antonio Water Softeners – The Water Man is the trusted local expert with over 35 years serving our community. With 230+ five-star Google reviews, they’re renowned for fast installations, reliable service, and honest solutions for every household and business

They offer custom water analysis, recommendations on softener and reverse osmosis systems, and guidance on installation and maintenance options always with a focus on what works best for each client and property.

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: Karen Trueblood won $250.00 | Monique Slater won $500.00 | & Darin Anderson 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 SUZANNE KUNTZSELECTED AS A KW SOUTH TX REGIONAL AMBASSADOR

This is a well-deserved recognition reflecting outstanding leadership and commitment. We’re excited to see the positive impact ahead.

CONGRATS TO ERIC JOHNSON FOR BEING NOMINATED FOR THE 2026 SABOR BOARD OF DIRECTORS!

Your Leadership and dedication pave the way for meaningful impact. Excited to see the influence and growth that lies ahead.

CONGRATS TO SCOTT HOIBERG ON HIS FIRST CLOSING!!

A milestone moment marking the start of an exciting journey. Here’s to many more successes ahead!

CONGRATULATIONS TO ROZ MCCUMBER FOR PASSING HER BROKERS EXAM!!

A new chapter begins filled with opportunity and growth. Here’s to continued success and exciting possibilities!.

SHOUT OUT TO HEATHER PILKINGTON FOR WINNING ALL STAR TOP FUNDRAISER BY THE LLS SOUTH CENTRAL TEXAS FOUNDATION

Her passion and commitment have truly made a difference in supporting a great cause This achievement inspires us all to keep pushing for meaningful change.

CONGRATS TO MONIQUE SLATER FOR BEING NAMED #1 IN SA AND #1 IN TX BY NAREB!!

Her dedication and leadership continue to break barriers and inspire change. This wellearned recognition celebrates her impact and the path she’s paving for others.

CONGRATULATIONS!

REAL TRENDS AWARDS & NAHREP NATIONAL QUALIFIERS

We are incredibly proud to recognize the outstanding achievements of our agents who have earned spots on the prestigious Real Trends Verified List. Being included on this list is no small feat it reflects exceptional dedication, consistent performance, and a commitment to excellence in the real estate industry. Our agents have not only met but exceeded rigorous standards, standing out among thousands nationwide.

In addition, we celebrate those who qualified for the National Association of Hispanic Real Estate Professionals (NAHREP) 250 list, an elite group representing the top Hispanic real estate professionals across the country. This honor speaks volumes about their leadership, influence, and ability to serve diverse communities with expertise and passion. Making the NAHREP 250 is a testament to their dedication to advancing the industry and empowering others along the way.

Together, these accomplishments highlight the exceptional talent and drive within our team. We are proud to stand behind agents who are setting new standards, breaking records, and elevating the real estate profession. Their success is a win not only for them personally but for our entire community, inspiring everyone to reach higher and achieve more. Join us in congratulating these remarkable agents for their hard work and outstanding achievements!

Real Trends | Individuals

Real Trends | Small Teams

Suzanne Kuntz Smith Wray
Norma Lira Walk Linville
Haley
Jamin S tt
Anthony J. White
Chad Hughes
Amy R. Carter Danyelle Daniel
Katie Foerster
Sam Baraz
Dave Rutter
Donna Cowey
Laurie Jarrett
Cathy L. Goodwin
Tina Morris
Danny Moman

Real Trends | Medium & Mega Teams

787 Realty Group Medium Teams

Malouff International Group Mega Teams

Top 100 Teams by Volume

Top 100 Team Top 100 Team Volume

Top 50 Teams y Buyer Transaction Ricardo Gonzale

Top 100 Teams Top 250 Agents

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!

MAY

CAPPERS

Dean Aitken
Leonardo Casas
Danyelle Daniel
Donald Fetzer
Chelsie Franz
John Fuentes
Cookie Gehring
Kim Gray
Suzanne Kuntz
Danny Moman Julie Oltjendiers
German Perez
Angelica Luz Rios
Ken Ruiz
Clint Rutledge
Alicia Stumph
Janet Wingrove

HAPPY ANNIVERSARY

C E L E B R A T I N G M I L E S T O N E S

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!

YEARS 20+

19 YEARS

Cindy Gedraitis

Bob Test

18 YEARS

Jon Allman

17 YEARS

Debbie Snelling

16 YEARS

Rex Blackburn

Barbara Blackburn

Ana Frias

14 YEARS

Paula Durocher

Pam Smartt

Velma Greene

13 YEARS

Rose Negrete

Preece

Narcisa Ruiz 26 Years

12 YEARS

Sharon Immel

Tyson Carver

10 YEARS

Chad Watson 9 YEARS

Natalie Kavulic (Koenig)

Alanna Hubbard

8 YEARS

Sarah Dietz

Karen McConnell

Emily Upshaw

Amy Nelson

7 YEARS

Aruba Hussain

Susana Sandoval

Bobby Herrera

Eugene Morales

Britney Casarez

Gaspar Dominguez

Nancy Vasquez

6 YEARS

Vicki Dominguez

Rebecca Allums

Christopher Galvan

Leticia Martinez

Jeannette Garayua

5 YEARS

Noemi Nandin

Billy Chalker

4 YEARS

Marilyn Collins

Johnathan

Dominguez

Colby Cantwell

JoAnne Patterson

3 YEARS

Robyn Jehl

Amber Kucera

Diana Martinez

Cynthia Bull

Sarah Carrell

Alyssa Costilla

2 YEARS

Debra Gray

Cindy Hamilton

Shane Hamilton

Patrick Hammonds

Demetrius Blanks

Eli Evans-Brown

Sara Hildebrand

Elisa Griggs

Paula Mankoschewski

Cydni Diaz

Denice Seemiller

Amber Nemer-Garcia

1 YEAR

Banira Cordova

Anta Oddie

Rose Marie Garcia

Endrina Bueno

Andria Williams

Theresa Barrett

Lilly Guindy

Andrew Buck

Xiaoxue Guo

Adriaan Mangum

Cathy Goodwin 20 Years Mervie Stanley-Ford 20 Years

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!

JULY 1ST

Gabriel Salazar

Shruti Arumbakkam

Lance Aaron

Montalbo

JULY 2ND

Sofia Moreno

Jason Nguyen

Faith Ramos

Ashley Bera

JULY 3RD

RJ Reyes

JULY 4TH

Madison Elizondo

JULY 5TH

Renee Rodriguez

Dean Sueltenfuss

JULY 6TH

Ericka Rayas

Jeanette Webster

JULY 7TH

Lisbeth RamirezSanchez

Venus Monique

Jason Duggan

Jodie Benhardt

JULY 8TH

Lucy Young

Benita Holguin

Anta Oddie

Iris Ramos

German Perez

JULY 9TH

Cynthia Rhett

Cesar Garcia

Alysia Hansen

Sarah Reyes

Joshua Downey

Evelyn Jose

Edward Nava

Christina Elder

JULY 10TH

Jason Hernandez

JULY 11TH

Janie Burciaga

Aysegul Arnosky

JULY 12TH

Madison Nouhan

Amber Kucera

Colby Cantwell

Jaime Aguillon

Tiffany Linville

Dustin Wilke

JULY 13TH

Marco Bonugli

JULY 14TH

Tonya Carnes

Kim Miller Perry

Holly Glover

JULY 15TH

Amber Delgado

Rosa Smith

Casey Ellis

JULY 16TH

Lisa Dixon

JULY 17TH

KJ Johnson

Sophia Garza

Mandy Webb

Robert Boedecker

Kendall Stroud

Frank Baker

Richard Harold

Todd Jr

JULY 18TH

Shawna Cavazos

JULY 19TH

Terri Yaklin

Gabriel Zachary

JULY 21ST

Suzanne Kuntz

JULY 22ND

Jessica Althaus

JULY 23RD

Crispin Martinez

Angel Villanueva

Sam Baraz

Lisa Munoz

JULY 24TH

Jessica Curtis

Kim Gray

Danny Moman

JULY 25TH

Shannon Aulds

JULY 26TH

Jordan Salinas

Daniel Zavala

JULY 27TH

Kaylee Foret

Christopher Galvan

Stephen Galvan

JULY 28TH

Mirella del Bosque

Karen Gonzales

Barbara Blackburn

JULY 29TH

Stacy Davidson

Stephanie Kohn

Maria McCready

Frank Bailey

JULY 30TH

Tom Bruner

Kim Bridgforth

JULY 31ST

Katie Ratliff

Ryan McDaniel

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