KW Legacy Recruiting Packet

BUILT BY AGENTS FOR AGENTS

CONTENTS WHO IS KELLER WILLIAMS? WHAT MAKES US DIFFERENT

WHO IS KW LEGACY? MEET YOUR KW LEGACY TEAM

TECHNOLOGY INNOVATIONS WITH PURPOSE

EDUCATION + COACHING INDUSTRY LEADING TRAINING PROGRAMS

AGENT SERVICES MAKING YOUR BUSINESS KNOWN

THE NUMBERS RETURN ON YOUR INVESTMENT

ALC + COMMITTIEES HOW ENGAGEMENT LEADS TO SUCCESS

BUILT BY AGENTS,

MISSION

WE BELIEVE

To build careers worth having, businesses worth owning, and lives worth living.

VISION To be the real estate company of choice for a new generation of professional real estate associates and broker owners

VALUES God -

Family -

for agents Real Estate is a local business driven by individual real estate agents and their local image with their center of influence In living and working within our value In covenant relationships In satisfying client's needs

Business

W14C2TES Win-Win: Or No Deal Integrity: Do The Right Thing Customers: Always Come First Commitment: In all Things Communication: Seek First To Understand Creativity: Ideas Before Results Teamwork: Together Everyone Achieves More Trust: Starts with Honesty Equity: Opportunities For ALL Success: Results Through People

In remaining high-minded and learning based In achieving what our minds can perceive In the strength of a team In doing it right, the first time In never allowing any transaction to compromise our reputation

LEARN MORE AT KW.COM

MEET YOUR KW LEGACY TEAM

YOUR PARTNERS

At Keller Williams, you are more than just an associate with our company, you are our partner. And to us, that means fulfilling our mission to help you build a career worth having, a business worth owning and a life worth living.

let's introduce you to who you will be in business with...

Jill Brodrick Born in Garland. Went to school in Dallas. Graduate of Texas A&M with a degree in Education. I have three kids, Matthew, 23, Julianne 21, Michael 21. Matthew works for Apple and is in school, and Julianne and Michael are both Juniors at the University of Oklahoma. I got my RE license in 2007. After selling in the DFW area until 2015, my family transferred to South Florida from 2015-2018. While there, I also got my RE license and sold with a high producing team until I was offered the Leadership Position of Productivity Coach in Coral Springs, FL. I discovered with that role, I found my true passion to be able to teach and mentor agents as well as recruit. It was such a great fit for me to combine my love of teaching and Real Estate. In 2018, Dallas came calling and we were able to head back home. I have been selling since my return and there is no market I am more passionate about than the DFW area.

I currently live in Dallas. My entire family is here in the area with my parents living just a little over a mile from me, a brother in Allen, a brother in Legacy and a sister in Dallas. When I am not working, I have an amazing group of friends, love to exercise or anything outdoors, travel and cooking.

Angie Jones Angie Jones received her real estate license in 2017 and prior to getting her real estate license she worked as a fraud accountant for 5 years from 2005-2010, restaurant accountant for 5 years from 2010-2015 and at Keller Williams as a Market Center Administrator from 2016-2017. Her passions for accounting comes from a strong desire to help other with her skill set in accounting. Angie enjoys volunteering her in local church and community. Currently, Angie is a CASA volunteer. As a CASA, Angie has advocated within the court system for the safety of children in foster care.

always HERE TO HELP

TEAM LEADER

Jill Brodrick

Talent Scout

Business Planning Coaching Agent in the Top 20% Production Wealth Building

JillBrodrick@kw.com

MARKET CENTER ADMINISTRATOR ASSISTANT

Max Williams Contract Questions MLS Compliance Experts

MARKET CENTER ADMINISTRATOR

Angie Jones

Office Financials & Operations Office Rentals Agent / Owner Financial Statement Support Office Bill Payment

MCA@kwplano.com

DIRECTOR OF GROWTH

Lucie Kerlee KSCORE Real Estate Education Program

Commissions

RISE Leads Programs

CDAs

Assist with KW Command

Listing Transfers and Cancellations

Assist with Agent Recruiting

Building Maintenance Production Cap Q&A

MCAassistant@kwplano.com

luciekerlee@kw.com

always HERE TO HELP

Our Leaders Mike Brodie

_______________________________________ BROKER + OWNER Owner of our Market Center Casting the vision, mission, values and goals to drive the success of our market center OPENED KW PLANO IN 1997

Denton Aguam

OWNER _______________________________________ Agent Mentorship Training

Bob Baker

RISK MANAGER _______________________________________ Designated Broker of Record/ Realtor E&O Insurance Client Disputes Serious Contract Issues

always HERE TO HELP

DIRECTOR OF PRODUCTIVITY _______________________________________ adamacias@kw.com

Adam Macias

Assist New Agents Ignite Classes Assist With Initial Contract Professional Training New Agent Q&As 30 / 60 / 90 Days to Success

DIRECTOR OF AGENT SERVICES _______________________________________ kaylinchapin@kw.com

Kaylin Chapin

Onboarding Agents Agent Events and Classes Office Calendar Vendor Relations Agent Relations Recruiting Appointments

DIRECTOR OF FIRST IMPRESSIONS _______________________________________ frontdeskkwplano@gmail.com Phone Time Conference Room Reservations Answering/Transferring Phone Calls Drop-offs and Packages

Kelsi Adams DIRECTOR OF TECHNOLOGY

_______________________________________

Danielle Kyle

Agent Tech Onboarding Meets with every new agent one on one for Command setup .

KW Profiles Setup KW Agent Website Setup

TECHNOLOGY

LEAD MANAGEMENT SYSTEM

technology

Funnel For Multiple Lead Sources Text and Email Notifications Systems Consumer Behavior Alerts

LEAD GENERATION NETWORK International Web Presence and Property Search Mobile Property Search Seller Lead Routing Buyer Lead Routing Agent-to-Agent Referral Network.

KW Consumer App Individually branded with your name and contact information Completely localized listing information Fully integrated with your KW Technology tools including IDX Advanced Lead Capture capabilities Extensive search capabilities with photo gallery

CUSTOMIZABLE MARKETING Client Presentations Multiple Drip Campaigns Postcards and Fliers Seamless Print and Distribution

TRANSACTION MANAGEMENT Online Forms with eSignature Online Document Management and Storage Agent Branded Client and Co-op Agent Portal

the

CONTACT MANAGEMENT Full Contact Database and Contact History Contact Grouping Activity Alerts Customizable & Automated Follow-up Email Manager Task Manager

AGENT WEBSITES Internet Date Exchange (IDX) Full Area Property Search Lead Capture Forms Customizable Templates KW LABS Blogs Niche Websites

KELLER WILLIAMS LISTING SYSTEM Automatic updates from MLS to KWLS Listings posted to your agent site, market center site and kw.com KW Listing syndication to 350+ real estate search engines

LEAD GENERATION NETWORK The ultimate tracking suite for your real estate business Service Provided by the Market Center

MY LISTINGS, MY LEAD

philosophy

You work hard to get your listings, so in our book, you deserve every lead that comes from them. This means that every lead generated from your listing on the web will go right back where it belongs- to YOU.

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CHARTMASTERS BECOME THE ECONOMIST OF CHOICE

because you don't have a choice

Whether you like numbers or not, the path is in the math and the only thing that can help fight emotional sellers (or buyers) is logic and logic comes from statistical evidence. ChartMaster's exclusive monthly and quarterly reports go beyond the "Party Chatter" every agent should know - average sales price, days on market, original list to sales ratio, and number of sales. We dig deep, diving into price reductions and failed listings and the effect they have on key statistics sellers and buyers need to know in order to make the best decisions. In addition, you'll find county, city and ISD comparison reports as well as a luxury properties and townhome reports. By understanding these statistical numbers, you will be able to confidently tackle any listing appointment, objection or price reduction conversation thrown your way!

Currently, Keller Williams LEGACY is the only office in the entire state of Texas with access to these reports.

The Keller Williams Profit Share System The concept of the profit share system came from Gary Keller himself around 1986.

Upon overhauling this new real estate company that saw plenty of skilled agents come and go, Keller set his eyes on programs that would incentivize staying with the company. These programs would focus on what many good agents were desperately in search of in a real estate company: A better deal and greater revenue. Thus, 1987 brought a revenue-sharing system, transitioning to a Keller Williams profit share change just two years later.

A profit share system within real estate companies isn’t unique by any means. Yet, no other company has been able to create a profit share system that stands the test of time, encourages agents to pledge their loyalty to the company, and refers a massive number of new agents to the brokerage quite like Keller Williams’ has. Many companies who have tried (and failed) ended up missing out on profits or having to shutter their doors entirely.

There are four steps to Profit Share employed every month:

Step 1: The Market Center Calculates Profit Step 2: The Market Center Splits the Profit Step 3: The Profit Share Factor Is Calculated Step 4: The Profit Share Is Dispersed The examples on the following pages are the actual numbers from the Antelope Valley Market Center in Palmdale, California, in January of 2009.

EDUCATION + COACHING

LEARNING BASED

At the center of Keller Williams Realty's progressive learning-based culture are Keller Williams University, KWConnect and Coaching providing industry-leading education and training to power you to the next level of production, profits, leadership and wealth building.

culture From books to workbooks, from selfstudy guides to classroom training, Keller Williams University offers industry-leading training delivered by expert trainers in our market center and across North America. A comprehensive curriculum address every phase of your business from starting a new career to taking an established business to new heights. Each course is based on proven models, systems and tools that help increase productivity and ultimately, success.

Keller Williams Realty's world-class online training resource, KWConnect, brings you the power of Keller Williams training in the form of cutting edge videos, audio downloads and more!

BOLD includes strategies, skills and scripts, and conditions you on how to think and act bold; completely redesigning your business, life and earning potential.

REGIONAL TRAINING

FAMILY REUNION

MEGA CAMP

Offers Quantum Leap to Team Building to Buyer and Sellers Mastery.

Regional classes are held in the DFW area and occur throughout the year.

KW's once a year company wide convention is held each February. Four days packed full of training, culture, energy, fun and motivation.

A once a year international event in Austin, Texas. It's time to get energized and think big!

hotline

KW LEGACY AGENT HOTLINE Call for help with any contract or procedural questions Call/Email the Hotline and leave a message with your name and issue.

Prepare to answer the questions you receive via email auto response.

Someone from the Agent Hotline will call you back as soon as possible.

Keller Williams provides our Ignite course to our real estate professionals, with the objective to propel newly licensed and experienced KW real estate agents to immediate productivity!

Our Ignite training is taught right here at our Market Center by our Director of Productivity! Our instructor is an expert in the local market, with their own successful real estate practices, so they share relevant and practical information along with innovating Ignite curriculum. This is one of the many reasons that our KW Legacy agents skyrocket into success so quickly.

Each of the 10 daily sessions focuses on a particular area of the real estate world, how it applies to you as an agent and how we as a market center can support you while you grow your business.

TO ACHIEVE IMMEDIATE PRODUCTIVITY, THE IGNITE COURSE CONTAINS: Fundamental and foundational content

Productivity Based Exercises

Online Tracking Systems

Practical Job Aids

lead generation

IGNITE FOCUSES ON THE MOST IMPORTATN ELEMENT OF A SUCCESSFUL BUSINESS:

Coaching

Program

Our Coaching program sets up our agents up for success. This program is a quick refresher on everything you need to know before going out on your own. The Program focuses on the application of all the methods and rules that you have learned.

We make sure our agents are confident and comfortable in themself and their skills.

Let’s look at the numbers:

Team Pipeline/Pending Volume: $7.1 million Units: 19 Closed Volume: $486,000 Closed Units: 2 *This is with 23 people*

Don’t those numbers look good?

Our coaching program helps our new agents hit the ground running. Contact Adam to join coaching!

Adam Macias Phone #: 915-504-9210 Email: Adamacias@kw.com

AGENT SERVICES

DIVERSITY, EQUITY, AND INCLUSION

Welcome to

Putting diversity, equity and inclusion at the forefront of your business not only ensures professional growth and success, but also empowers the communities which you live and serve.

KW Communities Find Your Tribe Find your people. Hone your craft. Build a community.

Join KW Luxury for a unique perspective and coveted networking opportunities with the most exclusive, ultra-affluent buyers, brands, and interior designers all over the globe.

KW Commercial offers exclusive opportunities to build upon your portfolio and increase your skillset in one of the fastest-growing commercial real estate firms.

Break into KW Land, one of the market's most stable and profitable industries, while accessing industryleading marketing materials and networking opportunities with international referral agents and leadership teams.

Designed to empower agents with exclusive networking and training opportunities. KW Relocation is a community of professionals looking to grow their business and explore the burgeoning market of relocation.

With KW Military, you are proudly serving those who served our country.

At KW Military, build a thriving business which offers unique opportunities to work with others who share your passion for serving veterans and active duty military members.

Immerse yourself in all the opportunities KW New Homes has to offer. As the demand for new home listings is at an all-time high, you'll gain access to all the knowledge and resources you'll need to become a new home specialist.

Become the expert your top clients need; with KW Real Estate Planner, you'll learn everything from client advocacy strategies and investment property planning to network building and everything in between.

As an exclusive community dedicated to helping you build a better profits by leveraging your current real estate business, KW Wealth is here to help you grow your business, create passive income, and build a better future for you and your family.

Keller Williams Style to Design KW Sports and Entertainment is your ticket to growing your portfolio with the world's most elite clientele with exclusive resources no other industry can provide.

Equipped with expert marketing materials, interior design resources, and exclusive design, staging, luxury, and renovations boards, KW Style to Design provides new, innovative solutions for agents looking to add additional value and differentiate their business.

kw T A L E N T Learn how to recruit the best team members, foster the next generation of leaders, and build your empire by joining KW Talent. Our mission is to transform you from a successful real estate professional to an unstoppable, world-class business owner by leveraging proven KW tools and system like the KPA and CV process.

Propel your career forward with KW Young Professionals' exclusive training and career opportunities designed for members with natural talent and the drive to become professional leaders.

IN-HOUSE

marketing

Custom Marketing Exclusively for our Offices We’re bringing together unique systems and tools that allow agents to seamlessly run their marketing, transactions, and business operations. You’ll wonder how you managed without us.

We provide: Commercial Concierge Luxury Concierge Digital Market Report 12 Direct Market your Listing in a Box Buyer's and/or Listing Presentation Seminars in a Box Social Media Email Campaigns Flyers

Postcards Email Signatures Business Cards Door Hangers Signage Brand Guide / Logo Bio Websites Leads Google My Business Command Tech Support

powered by: powered by

Business Cards

Buyer Presentation

Email Signature

Property Brochure

Website

Window Display

Listing Presentation

Property Postcard

Property Flyer

For Sale or Open House Signage

Listing Email Blast

Listing Social Media Graphic powered by

LISTINGS As an agent, you should be focusing your time on income producing activities.

Leverage your business and let me handle your listings so that you can do what you do best: generating business and getting more listings!

Erin Adams erinadamslc@gmail.com

Schedule and coordinate professional photography images, branded and unbranded websites Visit property to deliver yard signs and lockboxes, to measure all rooms Complete Data Input sheet Input listing into MLS with property description Upload phots and documents to supplements folder in MLS Activate listing in MLS Enter showing instructions into Showing Time Upload the listing documents into Command and MORE!

TRANSACTIONS

FROM CONTRACT TO CLOSE Let our transaction experts handle all of the paperwork and correspondence, as well as keep up with deadlines and due dates so you can focus on your relationship with your buyer.

Make sure all contract and all necessary forms are signed and attached Scan all paperwork into Command and commission to the MCA Review CDA and make any necessary changes

Watch for deadline dates for option period, HOA’s, financing approval Send out and collect necessary amendments for signatures Verify with lender that Closing Disclosure has been sent to Buyer, and Marcia Levine tcteam@kwplano.com

acknowledged, in time for closing Schedule and confirm their closing time and location Provide the approved Closing Disclosure to Client Change the property to Option, Pending and Sold in MLS ...and so much more!

THE NUMBERS

KW

commissions

Commissions are based on your anniversary year and are explained below:

COMPANY DOLLARS

$18,000

ROYALTY TO KWRI

$3,000

You cap at 2M volume at a 3% commission

You cap at GCI of $50,000

That's a total of $21,000 Company Dollar cap is split 70% to the Agent and 30% to the Company Royalty is a 6% split.

Once the cap is met, your remaining commission through the end of your anniversary year will be 100% yours!

CLOSED VOLUME

YOUR TAKE HOME

PAID TO BROKER

FRANCHISE + ROYALTY FEES

1 MILLION

$21,000

$9,000

$1,800

2 MILLION

$42,000

$18,000

$3,000

3 MILLION

$72,000

$0

$0

5 MILLION

$132,000

$0

$0

7 MILLION

$192,000

$0

$0

10 MILLION

$282,000

$0

$0

NEW AGENT

investments

E & O: Errors & Omissions Insurance provided by the office.

KW Tech Fee: Paid directly to KWRI, this includes Agent Website, Email, 1,000+ downloads on mykw.com, CRM, Lead Capture and Management system, Database Management System, marketing for every aspect of your business, eSignatures, Paperless Transactions & reports generated about your business and tons of information to use!

ChartMasters: Exclusive monthly and quarterly reports with average sales price, days on market, original list to sales ratio, and number of sales.

Confidently tackle any listing appointment, objection or price reduction conversation thrown your way!

OPTIONS FOR OFFICES Offices available for Capping Agents. Prices based on square feet.

KW REALTOR FEES ANNUAL FEE

KWRI Renewal

$25.00

MONTHLY FEES E & O Insurance

$20.00

KWRI Technology Fee

$50.00

KW Legacy Tech Fee

$5.00

ChartMaster Reports

$5.00

Admin Fee

$5.00 $ 85.00

investments

NEW AGENT

ASSOCIATION OF REALTORS BOARD DUES ONE TIME FEES TREC Application for license

$205.00

TREC Fingerprinting

$37.00

CCAR Application Fee & Orientation $100.00 Includes Collin County, Texas and National Association of Realtors

Active Key Set-up Fee

$60.00

eKey Set-up Fee

$50.00

eKey Fob for iPhone

$64.90

ANNUAL FEES CCAR Annual Dues

$456.00

MLS Active Service Charge

$215.00

Includes Collin County, Texas and National Association of Realtors

Estimated total

QUARTERLY FEE ATS Subscriber Fee (MLS)

$109.80

ASSOCIATION OF REALTORS BOARD DUES DETAILS: Board dues, MLS Fees and Keycard Fees are prorated throughout the year based on the month you join.

Please see the CCAR Fee Schedule for a more detailed breakdown.

CCAR BOARD

fees + dues

COLLIN COUNTY ASSOCIATION OF REALTORS LOCAL DUES NAR, TAR & CCAR

JANUARY

$486.00

APPLICATION FEE $100.00

ATS - MLS FEES $109.80

TREPAC

TOTAL

$35.00

$730.80

$35.00

$659.53

$35.00

$698.06

$109.80

$35.00

$626.79

$73.20

$35.00

$555.52

$35.00

$559.05

$35.00

$522.78

$35.00

$451.51

$35.00

$490.04

1st QUARTER

FEBRUARY

$421.33

$100.00

$73.20 FEB & MARCH QUARTER

MARCH

$416.66

$100.00

$146.40 MARCH & 2nd QUARTER

APRIL

$389.99

$100.00

MAY

$347.32

$100.00

2nd QUARTER

MAY & JUNE QUARTER

JUNE

$312.65

$100.00

$146.40 JUNE & 3rd QUARTER

JULY

$277.98

$100.00

$109.80 3rd QUARTER

AUGUST

$243.31

$100.00

$73.20 AUG & SEPT QUARTER

SEPTEMBER

$208.64

$100.00

$146.40 SEPT & 4th QUARTER

OCTOBER

$173.97

$100.00

$109.80

$35.00

$418.77

NOVEMBER

$139.30

$100.00

$73.20

$35.00

$347.50

$35.00

$772.03

4th QUARTER

NOV & DEC

DECEMBER

$104.63

$100.00

$146.40 DEC & 1st QUARTER

ALC + COMMITTEES

Te am

The Agent Leadership Council (ALC) is the heart of every KW market center.

Comprised of top agents who have stepped into leadership and decisionmaking for the office, the ALC is like the board of directors.

p shi der Lea cil ent un Ag Co

Lea der

introducing our ALC MEMBERS Specifically, the ALC focuses on: Growth, Productivity, Profitability and Culture.

Market Center Administrator

PATRICIA MIHANDA

PAUL JESKE

CRAIG MCCOY

LINDSEY KNIGHT

DOUG MATZKE

SARAH MAXWELL

LARRY LEVINE

CHAD STEPHENS

BRAD MADDERN

BRANDON WATKINS

AGENT LEADERSHIP COUNCIL CAREER DEVELOPMENT Assist the leadership team in the development of the monthly training calendar.

Selects and coordinates events and encourage participation of agents to improve the overall productivity of the associates in the Market Center.

CULTURE / SAFETY Coordinate and assist in planning events and raising funds for our annual community charity, Red Day, and social events for the associates throughout the year.

FINANCE COMMITTEE

DIVERSITY + INCLUSION Use the resources from our diverse group of agents within our office to come away with a better understanding and appreciation for all humans, and to use that information to be a better reflection upon our sphere of influence and our clients.

GROWTH COMMITTEE Assist in the overall growth of the Market Center through planning, recruiting events, educating, encouraging agents to build their profit share, and identifying and attracting agents to the Market Center.

Coordinate and assist in monitoring and analyzing income and expenses to improve overall profitability. Assist in budget forecasting process.

TECHNOLOGY COMMITTEE Coordinate and assist in evaluation and implementation of technology for the agents to build their businesses.

which committee will you join?

ARE YOU READY TO GET

started?