At KW Scotland , Ev Foster is commi ed to empowering her team of estate agency professionals to build thriving, independent businesses. As a mentor, leader, and collaborator, Ev fosters a suppor ve and growth-oriented environment where each agent is equipped with the tools, training, and resources needed to achieve their highest poten al.
Our mission is to cul vate a culture of con nuous learning, innovaon, and entrepreneurial spirit. By providing personalized coaching, strategic guidance, and unwavering support, Ev helps her team members define and achieve their own success, both professionally and personally. We believe in the power of collabora on and shared growth, working together to not only meet but exceed individual and collec ve goals.
Through this commitment, we create las ng legacies, empowering each team member to shape their own future and build a business that reflects their values, passion, and vision.
UK Scotland Market Centre & Offices
MVVBP Our
The Six Personal Perspec ves
WHAT YOU NEED TO GET STARTED
WHAT YOU NEED
A Laptop or Computer
Access to Wifi
A mobile phone
A passion for property
A passion for people
Good Admin & Communication Skills A winning attitude
WHAT YOU NEED TO DO
Register your Company with Companies House
Read about the difference between a Sole Trader & a LTD company
Sign an Associate Agreement with Keller Williams Scotland
Pay £300 joining fee
Complete the documentation which will render you compliant and able to start trading as an Independent Estate Agent
ANTI MONEY LAUNDERING
REGISTER WITH ICO
REGISTER WITH PRS
OBTAIN PL & PI INSURANCE
COMPLETE ONBOARDING PART 1/2 FORM
What does all this mean?
WHAT YOU NEED TO DO
Complete the documentation that will render you compliant and able to start trading as an Independent Estate Agent
ANTI MONEY LAUNDERING
5) HMRC Anti Money Laundering
You must register with HMRC for Anti Money Laundering. You will need to register the business address that you used when you formed the limited company with HMRC. This may be your home address.
You will be asked if you have had Anti Money Laundering training which you have already completed in Access Workspace.
You will also be asked if you have a risk assessment and policy. You have these in your compliance folder and you just need to edit the top with your company details. You just need to make sure that these are edited and saved in your file correctly. For now, you can answer yes you do have the policy and risk assessment for your business.
Premises registration - £300
Approval process fee - £40
REGISTER WITH ICO
Register with Information Commissioners Office
It is a legal requirement for all businesses that process personal data to register with the ICO.
WHAT YOU NEED TO DO
REGISTER WITH PROPERTY REDRESS
Use the Keller Williams discount code PRSKELLER
This allows consumers to escalate complaints and provides a Government approved, independent body to deal with such complaints, and find resolutions.
You must be a member of a Redress Scheme to trade.
OBTAIN PL & PI INSURANCE
Public Indemnity & Public Liability Insurance
Our recommended supplier is Mint Insurance
You need PI cover for £250,000
You need Public Liability cover for £1,000,000
Oliver Wharmby - KW Account Manager at Mint 07584 304816
Oliver.Wharmby@mint-insurance.co.uk
New Individual Agent – AGENT Checklist
Join the Market Centre - Stephen
☐ Meet with Market Centre Director
☐ Sign MC/Team Affiliate Agreement
☐ Pay joining Fee to KW Scotland £250nplus VAT
☐ Set up monthly Direct Debit with Accountant of r£185 plus VAT
☐ Receive KWS Onboarding Manual in digital format (This Flipbook)
☐ Complete Onboarding Agent Form Part 1/2 this will get you your KW email
☐ Complete ID & Proof of Work
Establish Business ready for trading -
Individual Agents Meet with Market Centre Administrator Team Agents Meet with your Team Leader
☐ Register Company with Companies House
☐ Register with HMRC
☐ Register for VAT with HMRC (op onal)
☐ AML training and payment
☐ Property Redress Scheme
☐ Informa on Commissioners Office
Complete Trainings – Agent Responsibility – Check Training calendar for details
☐ Onboarding with MCA online zoom call to obtain your KW Email
☐ Complete New Agent Info Form Part 2/2 this will get you on the website
☐ Schedule Admin Training (see Transac on Coordinator) OR Meet with your Team Admin
☐ KW Scotland Training Academy – 4 day training with Ev Foster to be completed asap
Prac ce Tasks to get going – Agent Responsibility – Know your Accountability Partner
☐ 3 valua ons a week. Do these for friends and family members to prac ce.
*** Agent Responsibility – Know your Accountability Partner ***
☐ Power Up
☐ Weekly Agent Workshops & Trainings
☐ Company events a end as many as you can
☐ Accountability group know who your accountability group leader is
☐ Use your Manual for guidance and call us with ques ons.
Build a Diary Around Consistency
Monday:- Lead Generation Marketing Viewing Feedback Valuations
Tuesday:- Lead Generation, Stale Listings, Client Updates, Valuations
Wednesday:- Lead Generation, Valuation Follow Up, Learning, Valuations
Thursday:- Lead Generation, Growth Share LinkedIn, Valuations
Friday:- Lead Generation, Valuation Follow Up Viewing Prep
Why I have become an Independent Estate Agent:
My Big “WHY” : Five Big Personal Goals I want to achieve before the age of ________.
Mission - a strongly felt aim, ambi on, or calling – your purpose – your Big Why
Vision - the ability to visualise or plan the future with imagina on or wisdom – what does it look like?
Values - principles or standards of behaviour - your judgement of what is important in life, what do you value?
Beliefs - an acceptance that something exists or is true - especially one without proof – what do you believe to be true?
Perspec ve - a par cular a tude towards or way of seeing something - a point of view – how do you see the world?
My Goal for the Year is …
Just as you use your car’s GPS system to navigate your journey, use this GPS to plot your one-year trip in business and life. Transfer your ONE Thing for the year from you Long-Term Goals sheet, then list three priorities to reach that destination. Drive yourself further by writing out five strategies to achieve each priority. Congratulations, you just completed your yearly business plan.
Priority #1 to achieve my ONE Thing for the year …
Strategy #1
Strategy #2
Strategy #3
Strategy #4
Strategy #5
Priority #2 to achieve my ONE Thing for the year
Strategy #1
Strategy #2
Strategy #3
Strategy #4
Strategy #5
Priority #3 to achieve my ONE Thing for the year
Strategy #1
Strategy #2
Strategy #3
Strategy #4
Strategy #5
First 30 days Check List
Start reading Millionaire Real Estate Agent
Talk to MCA or your Team Leader you are fully compliant
Complete AML Training
Par cipate in Onboarding Zoom Session to get your KW Email
Make sure you are set up for D/D payments to Market Centre
Set up your canvasing area in Rightmove and get alerts
Make an appointment with Social Media Marke ng Trainer to Set up your Social Media Facebook, Instagram, TikTok, LinkedIn, Google Business
A end The KW Scotland New Agent Training
Goal Se ng Session—set up your MVVBP, GPS 411
Send out a le er to your sphere le ng them know about your new role suggested le er available in FILES on Facebook Group Page
Obtain the Canva Templates for your “My Story” flyers.
Find training Videos in the Connect tab in Command
Find your place to volunteer
Know who your accountability partner is
Post a video on Facebook telling people what you do
30 Days Date:
First 60 days Check List
Have 200 people in to your database.
Create your monthly newsle er add your people to the campaign
Personalise the Lis ng Presenta on Template
Prac se your lis ng presenta on with family members
Download your marke ng calendar and start pos ng daily
Make sure you know who your photographer and your solicitor are
Learn about Farming and start your farming campaign
Start reading “The One Thing”
Set up a Business Consulta on. Meet with a mortgage broker. Make
Write down your value proposi on, learn it and create the “elevator
Check in with your Accountability Partner
Join a Business Networking Group or Start your Own
60 Days Date:
First 90 days Check List
Have 250 contacts in your database
Master your “Daily Produc on Checklist”
Learn how to refer business within the KW Network
A end 6 Personal Perspec ve Training Course
A end Quantum Leap Training Course
Understand the KW Brand Guide
Fully understand Growth Share and New Mentoring Model and start talking to worthy candidates about working with you.
Know who your accountability partner is
90 Days Date:
My GROWTH PLAN
Enter one item you plan to implement each month for personal or professional growth.
Think books to read, training/workshops to a end etc.
JANUARY
FEBRUARY MARCH
JULY AUGUST SEPTEMBER
OCTOBER NOVEMBER DECEMBER
YOUR RESOURCES
MC Market Centre
OP Opera ng Principal
TL Team Leader
MCD Market Centre Director
ACRONYM DECODER & GLOSSARY
MCA Market Centre Administrator
CGI Career Growth Ini a ve
GCI Gross Commission Income
GPS Goals – Priori es – Strategies (Business Planning Tool)
411 4 weeks – 1 month – 1 year (Produc vity Tool)
TC Transac on Coordinator
ALC Agent Leadership Council (top 20% of agents in each office)
GROWTH SHARE
2% of profits are shared among the agents who have referred other agents to the company.
Where do I go for…???
Make sure you are logged in to YOUR Google Account, click the folder below and go straight there.
Lis ng Resources
Buyer Service Resources
List of suggested business partners
Terms of Business
KW Scotland Logos
KW Marke ng CONTENT Folder
Ge ng Paid Compliance
Workbook Pages from this flipbook Etc.
The Systems We Use
KW Command
This is the main system used by KW Worldwide to track the agents around the globe. This is how we will obtain your email.
Google Workspace
Google Drive storing your documents and folders for each of your lis ngs
Google Calendar—Your calendar & Training Calendar
Google Mail—important MC Communica ons
Google Forms - useful in collec ng informa on from clients and agents
Google Sheets these are used by the market centre to You Tube
Rightmove Plus- You will have Rightmove Plus access to create your Best Price Guide
REX—Our CRM system designed to make your life easier and make you look like a Rockstar with your clients.
Website—www.kwscotland.co.uk
Canva You will receive Canva templates for your marke ng.
Facebook to connect with your clients but also to connect in our private group with other agents
WhatsApp—this is used for ongoing daily connec on with other agents. If you can’t get hold of leadership, it’s great place to get ques ons answered.
Recommended Reading
What Our Agents Say About Us
Foster
Our Promise to You
To fulfil our Mission
To deliver our Vision
To stand by our Values
To honour our Beliefs
To perpetuate our Perspec ve
To live by our Culture and support you throughout your journey
Your Promise to Us
Have three great conversa ons a day telling people about what you do
Add 3 contacts to REX each day
To post on Social media each day
Learn/Read for 30 minutes each day
Spend 30 minutes delivering door to door cards each day
To a end Power UP and one group training session per week
