Lisha Fabris - Writing & Design Portfolio 2022 by LishaFabris

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

TABLE OF CONTENTS Writing Samples – Blog, Press Release, Editorial Video Creative – Storyboard, Writing, and Editing Social Media Creative – Writing and Design More Design & Writing – Collateral and Advertising Email Creative – Writing, Design, and Coding Technical Creative – How to Guides

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

WRITING SAMPLES News Release 1st United Credit Union Warns Homebuyers About a Surge in Mortgage Wire Fraud Audience: Credit Union members, homebuyers Distribution: Local news outlets, community partners Member Education/Blog Article Baby Steps to Better Credit Audience: Credit Union members, community Distribution: Blog, social media, community partners, local news outlets Member Education/Blog Article Will Social Security Run Out of Money? Audience: Credit Union members, retirees Distribution: Blog, email Magazine Article Protect Customer Information While Processing Loans Faster Audience: Third-Party Loan Originators & Loan Processors Publication: ePASS Magazine

View more writing samples at 1stunitedcu.org/moneywise. I wrote all articles with the exception of those published from late 2020 to early 2021.

FOR IMMEDIATE RELEASE

CONTACT: Lisha Fabris Communications Manager 1st United Credit Union (925) 598-4782 | lfabris@1stunitedcu.org

1st United Credit Union Warns Homebuyers About a Surge in Mortgage Wire Fraud PLEASANTON, CA (April 22, 2019): Homebuyer wire fraud scams are increasing; 1st United Credit Union

warns their community to be aware, and know how to protect themselves.

Similar to other types of email phishing, mortgage wire fraud involves a hacked title, mortgage, or real estate company’s email account, then using this information to send a fraudulent email to a client – the homebuyer. The email provides the homebuyer with instructions (or sometimes a revision to instructions) on where to wire the down payment just before the loan closes. Unfortunately, the account information belongs to the criminal and is typically located overseas, making recovery of the funds difficult. “We recently had a member experience what we thought to be mortgage wire fraud,” commented Steve Stone, Chief Executive Officer at 1st United Credit Union. “Everything turned out fine in the end but the experience made us realize that this is a real threat and consumers may not be aware of it.” In their 2017 Internet Crime Report, the FBI reported more than 9,600 victims lost over $56 million in real estate-related scams involving compromised emails. Indications are that real estate is a heavily targeted sector. The 2018 report had not yet been released at the time this article was published. These wire fraud emails look legitimate and could be difficult to spot. Knowing this type of fraud exists should give consumers cause to pause before responding. 1st United offers a few ways to protect yourself: • • • •

Call your realtor or mortgage lender directly, using a phone number you know is correct (not the one in the email). Remember that email is not a secure way to send financial information, such as bank account numbers or wire information. If an email requests secure items, it’s likely a scam. If you aren’t sure if the email is legitimate, do not click on any links or attachments in it because this could place malware on your computer. Never provide account numbers, Social Security numbers or any personal information to strangers. If you’re unsure who is contacting you, don’t give out your information.

Consumers who think they’ve been a victim of fraud, should call their financial institution immediately to get help protecting their bank accounts and intercept the wire. They should also file a complaint with the Federal Trade Commission and contact their local police department. About 1st United Credit Union It doesn’t get simpler, faster and friendlier than 1st United Credit Union. As one of the first credit unions in California, 1st United Credit Union was founded in 1932 and has been thriving in the San Francisco East Bay Area ever since. Membership is available to anyone who lives, works, or attends school in Alameda, Contra Costa, San Joaquin, Solano, Stanislaus, or Kings Counties in California. We believe in local, neighborly banking and hope you will too. For more information, visit 1stunitedcu.org.

May 22, 2018 A credit report is a history of how well you pay debts and other bills. A credit score is like a grade that’s given to your report. Both are used by lenders, landlords, and other service providers to determine your creditworthiness. If your credit report or credit score aren’t working in your favor, now’s the time to take action. These baby steps will get you started on the road to improvement. CHECK YOUR CREDIT REPORT You won’t know how to fix your credit report if you haven’t seen it. Through annualcreditreport.com, you can check your credit report from each of the three credit bureaus once per year. We recommend reviewing your Experian report in January, Equifax in May, and Transunion in September so you can keep an eye on things. FIX ERRORS Review your credit report for errors. If you see any accounts that you didn’t open or discrepancies, you should contact the credit bureau and the reporting business to initiate the process to correct them. Doing so could improve your credit history and score. PAY BILLS ON TIME If you don’t already, start making on-time payments for your obligations every month. Consecutive late payments will negatively impact your score. Turn the trend around by paying on time over several months. Consistent, timely payments will yield consistent improvement. REDUCE DEBT 30% of your credit score is based on credit utilization, which considers the amount you owe compared to how much credit you, have available. Pay down debt so you aren’t using too much of the credit available to you. GET HELP Understanding credit and building a plan to improve it can be daunting. But there is help. Schedule an appointment with your local 1st United branch and a staff member will help you read through your report. Additionally, 1st United has partnered with BALANCE, a financial education and counseling service that can help. Services to help you get out of debt include reviewing your credit report, setting up a spending and savings plan, and even helping you to prepare to buy a home. Learn more about the services offered by BALANCE on our BALANCE Financial Fitness webpage.

June 27, 2018 Rumors have floated around for years that Social Security is running out of money and there won’t be any left for future generations. While this rumor may be false, it does contain a message for all to consider – Social Security may not be enough to retire on. Here’s why. SOCIAL SECURITY VS SOCIAL SECURITY TRUST Social Security is essentially a big pool of money that working people contribute to. Contrary to popular belief, the money you pay in to Social Security is not being held in an account with your name on it to use in retirement; the pool of funds is actively being used to pay benefits to current retirees. The Social Security Trust is a surplus of money, separate from the general fund, made up of taxes collected that exceeded benefits paid out. This Trust currently totals just under $3 trillion and helps the general Social Security fund operate at a fully-funded status; meaning, benefits are paid out at 100%. Essentially, the Trust is covering the difference between what is paid into Social Security and the amount of benefits being paid out. WHAT’S RUNNING OUT? The Social Security Trust, or surplus, is expected to be depleted by 2034, according to the Social Security Board of Trustees report. At that time, Social Security is projected to be able to cover only 75% of retiree benefits. So, Social Security will not be gone, it just might be less than you expect. This can be attributed to longer life expectancies, a smaller working-age population, and an increase in retirees as our baby boomer population leaves the workforce. HELP PROTECT YOUR FUTURE It makes sense to consider Social Security in your retirement planning but you will want to have another source of income to count on – something that is yours and yours alone. The good news is that it’s never too late to start retirement planning and I’m here to help. As the financial advisor through CUSO Financial Services, L.P. (CFS) at 1st United Credit Union, I can help you develop a retirement plan that meets your needs. I’m available to talk by phone or I’d be happy to meet you at any 1st United branch. Schedule your appointment today.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Protect Customer Information While Processing Loans Faster ePASS® APPRAISAL CONNECTIONSM

Do you order appraisals by emailing or faxing your appraiser? If so, you are unnecessarily exposing your borrower’s information to the potential risk of identity theft.

IT’S EASY TO GET STARTED

All of this functionality is available to you and your appraiser today. Simply log on to your FREE ePASS Business Center, click on Appraisal Connection and place your order. And your appraiser only needs to accept the orders that you submit. Your appraiser will pay a nominal transaction fee that covers the cost of the secure encryption, transmission and storage of the appraisal (available to both you and your appraiser). You can even determine if this fee is paid by you, the appraiser or added to the cost of the appraisal.

The Gramm-Leach-Bliley Act and other recent privacy laws address the obligation that financial professionals, including mortgage brokers, have in protecting confidential consumer information. In most instances, email is simply not secure enough to be compliant. There is now a fast, efficient method of ordering appraisals while ensuring your client’s privacy and your compliance in protecting consumer’s information. SECURE, FAST APPRAISAL TRANSACTIONS

F.Y.I.

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ePASS Appraisal Connection ensures safe and efficient appraisal transactions. And you have the tools to manage the entire appraisal process: ■

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■

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■

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■

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■

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“Thanks to ePASS Appraisal Connection, we have been able to reduce our appraisal expenses by nearly 20% and have simultaneously reduced the appraisal turn around time by more than 50%.” —Frank Garcia Intercontinental Mortgage

TELL CLIENTS YOUR PROCESS IS SECURE REGISTRATION FOR APPRAISAL CONNECTION IS FREE AND TAKES JUST SECONDS. LOG ON TODAY! WWW.ePASSBUSINESSCENTER.COM. OR CALL (888) 955-9100 FOR MORE INFORMATION.

ePASS INSIDER

SUMMER 2003 | 15

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

VIDEO CREATIVE

Rewards Checking Promo Concept, script, created using Animaker & Adobe Premier Pro

Event Welcome Video Script, filming, creative, editing using Animoto & Adobe Premier Pro

Hurlbut Team Promo Concept, interviews, producer, assistant director – filmed and edited by a professional videographer

Mortgage Promo Concept, script, created using Animaker, Adobe Premier Pro, some elements pulled from a video created by a vendor

2021 Year in Review Concept, script, created using Rawshorts

One Word to Describe Home First Friday @ 4 Promo Concept, filming, editing using iMovie Concept, filming, editing using & Animoto iMovie & Animoto

GAP & MBP Coverage Concept & script

Financial Advice Concept & script

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

SOCIAL MEDIA CREATIVE Concept, Design & Writing Miscellaneous Social Media Campaigns – Organic & Paid

View more social media samples at facebook.com/1stunitedcu and Instagram.com/1stunitedcu. From 2016 to the present, I have been fully responsible for all of 1st United’s social media including writing, design and posting (with the exception of late 2020 to early 2021).

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

SOCIAL MEDIA Concept, Design & Writing #12DaysofSavings Facebook Campaign Series of posts to promote saving during the holidays.

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

SOCIAL MEDIA Concept, Design & Writing April Savings Blitz Series of posts to promote saving during National Financial Literacy month.

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

GRAPHIC DESIGN & WRITING Annual Report – Wrote President’s and Chairman’s Letters / Designed Report 1st United Credit Union 2018 Annual Report Audience: Credit Union members, Board of Directors, community Brochure – Writing & Design Empire Realty Showcasing Your Home Brochure Audience: Sellers of luxury homes Sales Sheet – Writing & Design ExpertHub Program Flyer Audience: Lawyers Advertising – Writing & Design Miscellaneous Print Ads

Annual Report 2018

President’s Message

I have been with 1st United Credit Union for over 20 years and have always been impressed by the work our staff does to enhance the services we provide members, strengthen community and to make 1st United a great place to work. In my first year as CEO, 2018 was no exception. A Focus on Members Serving our members is at the core of the Credit Union purpose. Members expect change, and reward businesses that continue to evolve. This year, we introduced several enhancements with this purpose in mind. A few highlights include: • The introduction of business accounts – created with the local, small business owner in mind • Launch of our pre-approval loan system so members can take advantage of incredible offers at their convenience, with a few simple clicks • Continued enhancements to our network infrastructure, enabling faster transaction processing, ensuring the security of member data, and improving our backup capabilities • And conversion to a new Visa processor, bringing faster processing and better card controls for members We continue to identify opportunities for enhancement so that our members have the very best experience and products. And to stay in tune with members’ needs, we regularly solicit and respond to feedback and have been conducting a series of focus groups to gain even greater insight. We welcome feedback from our members and encourage you all to let us know how we are doing through surveys or simply contact us at email@1stunitedcu.org.

continued to provide financial education, reaching over 4,500 people last year. Our community outreach program has not only given support to our neighbors, it has given our staff an opportunity to get involved during normal work hours. Just last year, our staff volunteered a total of 981 hours at the Alameda County Community Food Bank, at local schools and hosting financial education workshops. We love to connect with members on this level and are excited to continue volunteering this coming year. A Focus on Staff Making sure 1st United is a place that staff enjoys coming to everyday and feels they are able to grow in their careers remains a priority. Through job shadowing and rotation programs, team members can spend a day in the shoes of another. Additionally, we continue to foster our culture of hiring from within so that staff continues to have opportunities for personal and professional advancement. In 2018, we were honored as a Bay Area Best Places to Work Company by the San Francisco Business Times. This accomplishment is a testament to our success in building a company where people can thrive. Beyond 2018 All our 2018 achievements demonstrate our dedication to our stakeholders – members, community and staff. At a time when people demand more from their financial services provider, we will continue to take action to improve lives, support communities and ensure that we have a positive impact on society. Thank you to all our members, volunteers and staff for making 1st United such a great place. I, personally, appreciate everyone’s hard work and dedication.

A Focus on Community 2018 continued to focus on supporting our community’s health and financial well-being. We adopted three elementary schools, providing funding as well as a much-needed second set of hands. We also

Steve Stone President and Chief Executive Officer

$1.07 billion in assets

131

educational articles authored

Top 17

CUs in Northern CA

19,180

61,487 members

Alameda County residents received financial education

$52,244

donated

Top 3

in member give-back in similar-sized California CUs

981 Hours

volunteered

On behalf of the Board of Directors, I’d like to thank all our members for their continued loyalty and support over the years. It’s because of your dedicated participation that 1st United continues to remain financially strong and stable. 2018 was an exciting year for 1st United Credit Union. We welcomed Steve Stone as President and Chief Executive Officer in April. His vast knowledge and experience has strengthened our executive team and will continue to support our goal for growth with strong financial stability. The Board of Directors and management of 1st United Credit Union remained keenly focused on our commitment to provide simpler, faster and friendlier financial products and services to our members. We improved technology, increased certificate rates, grew loans, attracted new members, and developed stronger relationships with our existing members. Over the past year, the Credit Union made community outreach a top priority. Staff provided financial education to various schools in Alameda County, as well as the Alameda County Step Up program. We also volunteered our time to charitable organizations in our community, including Alternative Family Services (AFS), Alameda County Community Food Bank and Toys for Tots, to name a few. The Board of Directors is proud of the hard work and dedication shown by staff supporting this initiative. On behalf of the Board of Directors, I wish to give our sincerest thanks to all our members, volunteers, and staff for all of their hard work helping to grow 1st United into the strong financial institution it is today. Howard T. “Bud” Garrigan Chairman, Board of Directors

The Supervisory Committee serves as the Credit Union’s audit division. We also conduct a review of the functions of the various Credit Union departments along with their compliance with applicable regulations and internal policies and procedures. In addition, the committee has regular contact with the membership to assure member requests have been properly met. In 2018, the Supervisory Committee engaged an independent audit firm to perform a financial audit of 1st United Credit Union. The results of the audit were favorable and determined 1st United Credit Union to be safe and sound in policy and practice. The audit, conducted in accordance with Generally Accepted Accounting Principles (GAAP), indicated that 1st United Credit Union remains strong and financially stable. Jack Sanders Chairman, Supervisory Committee

The Treasurer of 1st United Credit Union oversees and ensures the accuracy of the financial reports as presented to the Board of Directors by the management of the Credit Union. 1st United Credit Union continued to grow and gain financial strength. Total assets at yearend 2018 were $1,067,473,396. Throughout 2018, we focused on innovative products and services to help our members plan and save for the future and achieve their important financial goals. I am confident that 1st United will continue its great tradition of service to its members within the framework of financial strength and stability.

Teresita M. Lauigan Treasurer, Board of Directors

Total Assets ($ Millions)

Comparative Balance Sheet $1,067

ASSETS Loans, net

$1,023

Cash Investments Building & Land

$936

Other Fixed Assets

$859

2017 $ 805,572,745

2018 $ 865,081,021

57,995,871

58,782,131

135,998,862

118,966,999

5,069,158

4,786,064

3,512,216

4,556,721

Other Assets

14,732,343

15,300,460

Total Assets

$ 1,022,881,195

$ 1,067,473,396

LIABILITIES Regular Shares

2015

2016

2017

2018

$ 192,364,541

$ 207,209,811

Share Drafts

129,103,238

140,729,370

Money Market Account Shares

242,570,325

222,143,168

Share Certificates

Operating Income Statement INCOME

2017

2018 $ 34,280,455 3,301,036 8,452,554 46,034,045

5,284,700

387,764,072

$ 919,761,575

$ 957,846,421

Other Liabilities

4,419,783

4,054,985

$ 924,181,358

$ 961,901,406

Total Liabilities

Loan and Visa Income $ 29,800,963 TotalFrom Assets ($ in millions)2,980,892 Income Investments Other Operating Income 7,072,146 Gross Income 39,854,001 DIVIDENDS

355,723,471

Total Shares

7,273,421

EQUITY AND RESERVES Unrealized Investment Gains/(Losses)

$ (2,068,456)

$ (2,408,817)

Regular Reserves

26,856,642

Undivided Earnings

73,911,651

81,124,165

$ 98,699,837

$ 105,571,990

Total Capital & Reserves

TOTAL LIABILITIES, EQUITY & RESERVES

OPERATING EXPENSES AND PROVISION FOR LOAN LOSS

29,547,042

31,548,111

NET INCOME

$ 5,022,259

$ 7,212,514

$ 1,022,881,195

$ 1,067,473,396

Return on Average Assets

0.51%

0.69%

Net Worth Ratio

9.85%

10.11%

Asset Growth

9.26%

4.36%

Board of Directors

Supervisory Committee

Howard T. “Bud” Garrigan, Chairman Dave Macdonald, Vice Chairman Steve Manning, Secretary Teresita M. Lauigan, Treasurer Veleta Allen, Director Susan Muranishi, Director Patrick O’Connell, Director Ron Thomsen, Director

Jack Sanders, Chairman Len Herrero, Secretary David Budde, Committee Member Crystal Graff, Committee Member Richard Smith, Committee Member

1stunitedcu.org

YourHome Showcasing

We take pride in knowing we have an industry reputation for homes that “show beautifully.” From staging recommendations and professional photography to beautiful brochures, we go the extra mile to maintain this reputation. More important – we make sure your home is seen by the right buyers and realtors locally . . . and internationally.

YourHome

only the beginning to showcasing your home.

Showcasing

Empire Realty knows that first impressions are

YourHome

only the beginning to showcasing your home.

Showcasing

Empire Realty knows that first impressions are

Our turn-key internet strategy syndicates your listing to leading real estate search websites.

In addition, our unique distinction as an exclusive member of Luxury Portfolio International

We employ appropriate keywords, the right number of photos, and videos or photo tours to

attracts high net worth buyers and investors from around the world to your home. Few real

help get your home to the top of search results.

estate firms in this area can give you this level of exposure.

Internet Syndication

Luxury Portfolio

Your home published on all major Real Estate websites

Reach high net worth buyers in 9 languages and 60 currencies

These are just a few of the real estate websites we syndicate to.

Empire Realty’s automated listing syndication process keeps information, photos, pricing and your home’s status current on the internet. • •

Listings published to international websites

major

domestic &

Homes priced $1 million and above published on LuxuryPortfolio.com and WSJ.com – the Wall Street Journal’s website.

Subject to change.

YourHome

Online Exposure

Empire Realty has an exclusive affiliation with Luxury Portfolio International – the fastest growing luxury property network, connecting more than 200 independent brokerages around the world.

•

Largest network of top agents worldwide

Company Websites

•

Exposure to 250,000+ high net worth buyers each month in the U.S. and internationally through www.LuxuryPortfolio.com

Over 40,000 property views per month through Empire’s network

•

Listing translated into 9 languages and 60 currencies

•

Ranks on Page 1 of Google for thousands of “luxury” key terms

•

Listing posted to WSJ.com – the Wall Street Journal’s website

All listings publish to EmpireRealty.com & our agent websites. This network alone averages 40,000 listing views per month!

Other Real Estate Websites We make sure your listing is displayed on ALL local real estate company websites that have an internet data exchange (IDX) feed with our local MLS board.

LuxuryPortfolio.com has more U.S. properties priced over $1 million on their website than any other luxury property network.

Showcasing

Empire Realty was invited to join because of our proven success in our local luxury real estate market.

Our turn-key internet strategy syndicates your listing to leading real estate search websites.

In addition, our unique distinction as an exclusive member of Luxury Portfolio International

We employ appropriate keywords, the right number of photos, and videos or photo tours to

attracts high net worth buyers and investors from around the world to your home. Few real

help get your home to the top of search results.

estate firms in this area can give you this level of exposure.

Internet Syndication

Luxury Portfolio

Your home published on all major Real Estate websites

Reach high net worth buyers in 9 languages and 60 currencies

These are just a few of the real estate websites we syndicate to.

Empire Realty’s automated listing syndication process keeps information, photos, pricing and your home’s status current on the internet. • •

Listings published to international websites

major

domestic &

Homes priced $1 million and above published on LuxuryPortfolio.com and WSJ.com – the Wall Street Journal’s website.

Subject to change.

YourHome

Online Exposure

Empire Realty has an exclusive affiliation with Luxury Portfolio International – the fastest growing luxury property network, connecting more than 200 independent brokerages around the world.

•

Largest network of top agents worldwide

Company Websites

•

Exposure to 250,000+ high net worth buyers each month in the U.S. and internationally through www.LuxuryPortfolio.com

Over 40,000 property views per month through Empire’s network

•

Listing translated into 9 languages and 60 currencies

•

Ranks on Page 1 of Google for thousands of “luxury” key terms

•

Listing posted to WSJ.com – the Wall Street Journal’s website

All listings publish to EmpireRealty.com & our agent websites. This network alone averages 40,000 listing views per month!

Other Real Estate Websites We make sure your listing is displayed on ALL local real estate company websites that have an internet data exchange (IDX) feed with our local MLS board.

LuxuryPortfolio.com has more U.S. properties priced over $1 million on their website than any other luxury property network.

Showcasing

Empire Realty was invited to join because of our proven success in our local luxury real estate market.

Professional photography, striking brochures and staging recommendations are just

Everything we do contributes to building mutually-

the start to presenting your home to the discerning buyer. Our goal is to work with

supportive, collaborative relationships that we can engage

you and, as needed, engage our network of professionals to ensure every detail is in place.

to create an early “buzz” about your home, as well as to maintain enthusiasm and interest for it.

Introducing...

Empire Luxury Team

Artisan Group

Empire’s luxury specialists!

Strategic alliance for greater reach

Empire’s Luxury Team is a powerful network of agents who specialize in our local luxury markets. Elegant Brochures and Flyers

74 Chancellor Court, Alamo

Whether it’s collaborating at monthly meetings on the latest luxury trends or working together to match our most discerning buyers with homes, Luxury Team agents are passionate about achieving excellence for buyers and sellers. Average Experience: Success:

20+ years

Print Advertising

www.ArtisanGroupRE.com Artisan Group Members • Bailey Properties: Santa Cruz & Santa

Tri-Valley, Walnut Creek & Lamorinda Areas

• • • • • •

Leading RE

Just Listed, Broker Tour, Open House Eblasts

Through this network, we create targeted exposure for your home to approximately 1,000 premier real estate agents.

• Chase International: Lake Tahoe & Reno • Empire Realty Associates: Diablo Valley,

Over $835 million in our local luxury home market

Referral & Relocation Networking

Empire Realty is a founding member of the Artisan Group, a strategic alliance of locallyowned, “high image” real estate companies throughout Northern California.

Clara Counties

(Homes priced $1.5 million+)

Just Listed and Event Postcards

YourHome

Net working

Gallagher & Lindsey: Alameda & East Bay The Grubb Co.: Oakland, Piedmont & Berkeley Paragon Real Estate Group: San Francisco Patterson Realty: Paso Robles & San Luis Obispo SmartClick Realty: Sacramento Area TerraFirma Global Partners: Marin, Sonoma

and Napa Counties

Empire Realty is a member of Leading Real Estate Companies of the World – a global relocation and referral network of over 500 premier, independent real estate firms in 30 countries. As a network, we have sold nearly one million homes worth $272 billion last year – more than any national real estate brand.

Local Network We know our markets! Our associates live and work in the Diablo Valley, Lamorinda and Walnut Creek communities. Our relationships, reputation and local market knowledge help pinpoint the right buyers for the right homes.

Showcasing

Propert y Present ation

Professional photography, striking brochures and staging recommendations are just

Everything we do contributes to building mutually-

the start to presenting your home to the discerning buyer. Our goal is to work with

supportive, collaborative relationships that we can engage

you and, as needed, engage our network of professionals to ensure every detail is in place.

to create an early “buzz” about your home, as well as to maintain enthusiasm and interest for it.

Introducing...

Empire Luxury Team

Artisan Group

Empire’s luxury specialists!

Strategic alliance for greater reach

Empire’s Luxury Team is a powerful network of agents who specialize in our local luxury markets. Elegant Brochures and Flyers

74 Chancellor Court, Alamo

20+ years

Print Advertising

www.ArtisanGroupRE.com Artisan Group Members • Bailey Properties: Santa Cruz & Santa

Tri-Valley, Walnut Creek & Lamorinda Areas

• • • • • •

Leading RE

Just Listed, Broker Tour, Open House Eblasts

Through this network, we create targeted exposure for your home to approximately 1,000 premier real estate agents.

• Chase International: Lake Tahoe & Reno • Empire Realty Associates: Diablo Valley,

Over $835 million in our local luxury home market

Referral & Relocation Networking

Empire Realty is a founding member of the Artisan Group, a strategic alliance of locallyowned, “high image” real estate companies throughout Northern California.

Clara Counties

(Homes priced $1.5 million+)

Just Listed and Event Postcards

YourHome

Net working

and Napa Counties

Showcasing

Propert y Present ation

Delivering... unprecedented client care with the

highest integrity!

380 Diablo Road, Danville, CA 94526 | (925) 217-5000 1777 Botelho Drive, Walnut Creek, CA 94596 | (925) 465-2000

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STRONG ROOTS IN THE E A ST B AY SIN C E 1969... ~SINCE 1969~

People, not technology, are what make relationships strong! With Security Paciﬁc, you not only work with seasoned real estate professionals that know your market, you build a relationship that continues beyond the real estate transaction. Life. Family. Home. S e c u r it y Pac i fic .

SECURITY PACIFIC, ANTIOCH Sue & Todd Ramsdell 925.778.9002 sramsdell@securitypacific.com www.SecurityPacific.com

E AS S

EN I

Choose one agent. Inherit an entire team.

Catering to the Luxury Homeowner Empire Realty 2014-2015

Luxury Home Team

Back Row: Tess Pollitz, Cindy Aiken, Patty Barry, Jackie Horewitz, Raelene Sprague, Julie Barlier, Deb Rebhahn, Marilyn Hertz, Larry Hertz, Peggy Whalen, Jeanie Hess, Tracy Pisenti, Bryan Hurlbut, Margaret Redemer, Vikki Bearman, Michael Redemer, Brannon Hills, Sundy Brocco, Robin Heuer, Jill Fusari, Mary Robbins, Kara Murphy, Eve St-Pierre, Angela Fitzgerald, Mary Anne LaHaye, Diane Schneider. Front Row: Frank Cookson, Linda Cookson, Marilee Headen, Barbara Youngman, Mary Bonham, Carolyn Gwynn, Julie Sullivan, Teresa Brewer Hooper, Floria Nafei Hakimi, MJ St. Jean, Joy Pratt, Amy Psomas, Celeste Pacelli, Elizabeth Enea, Robin Miles, Sue Rubin, Dana Weiler, Paul Weiler.

www.EmpireLuxuryTeam.com

Mary Anne LaHaye, Julie Sullivan, Cindy Tedmus, Travis Harrell | Realtors® www.LaHayeTeam.com

Robin Heuer | Broker Associate www.RobinHeuer.com

Dana & Paul Weiler Partners, Broker Associates www.DanaWeiler.com

Robin Miles, JD | Partner, Realtor® www.RobinMiles.net

Floria Nafei Hakimi | Partner, Realtor® www.HomesByFloria.com

Your home is where your most precious memories are made. We are honored you have made us a

Thank You!

part of those memories.

Marilee Headen | Realtor® www.MarileeHeaden.com

Tracy Pisenti | Partner, Realtor® www.TracyPisenti.com

Raelene Sprague | Partner, Broker Associate www.RaeleneSprague.com

Marie Whitis | Broker Associate www.MarieWhitis.com

Mary Robbins | Partner & Realtor® www.MaryRobbins.com

Murline Monat | Realtor® www.MurlineMonat.com

Linda & Frank Cookson Partners, Broker Associates www.LindaCookson.com

Celeste Pacelli | Broker Associate www.CelestePacelli.com

Mary Anne LaHaye, Julie Sullivan, Cindy Tedmus, Travis Harrell | Realtors® www.LaHayeTeam.com

Robin Heuer | Broker Associate www.RobinHeuer.com

Dana & Paul Weiler Partners, Broker Associates www.DanaWeiler.com

Robin Miles, JD | Partner, Realtor® www.RobinMiles.net

Floria Nafei Hakimi | Partner, Realtor® www.HomesByFloria.com

Your home is where your most precious memories are made. We are honored you have made us a

Thank You!

part of those memories.

Marilee Headen | Realtor® www.MarileeHeaden.com

Tracy Pisenti | Partner, Realtor® www.TracyPisenti.com

Raelene Sprague | Partner, Broker Associate www.RaeleneSprague.com

Marie Whitis | Broker Associate www.MarieWhitis.com

Mary Robbins | Partner & Realtor® www.MaryRobbins.com

Murline Monat | Realtor® www.MurlineMonat.com

Linda & Frank Cookson Partners, Broker Associates www.LindaCookson.com

Celeste Pacelli | Broker Associate www.CelestePacelli.com

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

EMAIL CREATIVE Design, Writing & Coding Miscellaneous Emails

Lisha Fabris | S E NI OR

CO MMU NIC A TIO NS P ROF E SSIO NAL

WRITING & D E S I G N PORTFOLIO

TECHNICAL WRITING & LAYOUT/DESIGN Design & Writing - Checklist Checklist for Every Listing Audience: Realtors Design & Writing – How to Guide “Torchpress” Design Creation Tool Training – How to Create an Eblast Audience: Realtors

Every List ing, Every Time A Must-Do Checklist

SYNDICATION -- AUTOMATICALLY DONE FOR YOU Enter listing into MLS (CCAR only)

Feeds to Realtor.com 24-48 Hours after posting to MLS

Appears on Empire’s Dashboard 4-6 Hours after posting to MLS

Feeds to Empire Websites Immediately after posting to Dashboard Feeds to Trulia/Zillow, etc. 72 hours after file is picked up

Feeds to ListHub 7:30 AM Daily

Feeds to LuxuryPortfolio approx. one week after posting to dashboard

Feeds to WSJ.com + 48 Hours

AGENT CHECKLIST TorchPRESS | www.empirerealty.com/torchpress Enter listing into Torchpress r r Order photography; photos are uploaded into Torchpress r Create photo tour and link it to Realtor.com r Include with eblast to clients, sphere, and other agents r Click the REALTOR.COM button from the photo tour edit panel, enter the MLS # and attach it to the listing on Realtor.com Create property brochure or flyer r r Order printed copies from Allegro; orders placed by noon arrive by 5pm same day r Create Just Listed postcard and mail to clients, sphere, farms r Create eblast and email to clients, sphere, farms Enhance | Dashboard & Realtor.com Add text and links. Contact a Virtual Assistant for one-time or ongoing support. Realtor.com: click ‘For Realtors’, click ‘Resource Center’, Log in r (your log in and username are your MLS#) r Dashboard: go to www.empiredashboard.com, click ‘Listings’, click on your listing, click ‘Enhance’. Updates will feed to all internet sites through our syndication. Check It Check your listing on EmpireRealty.com, Zillow, Trulia, LuxuryPortfolio and Realtor.com to be sure it’s feeding correctly and there are no errors. Contact marketing immediately if there are issues.

Luxury Portfolio | For Properties Over $1 Million Send seller a LuxIntroductions Letter. Login to r luxuryportfolio.com, click ‘My Customers’, ‘Add New Customer’, select ‘LuxIntroductions’ r Purchase a LuxTour VIDEO for $25: ‘Store’/’Purchase LuxeTour’ r Order discounted print advertising for Unique Homes, duPont Registry or Wall Street Journal. Click ‘Store’/’Print Advertising’ r Submit interesting stories, properties and gorgeous photos to marketing to be featured in Luxury Portfolio magazine r Submit listing to marketing for inclusion in the Thursday Artisan Listings eblast ($1.5M and over only/one-time only) Advertise Times open home guide - goes to all 5 zones of the r newspaper. Contact Marketing. $23 r Enter Open House into MLS -- feeds to HomesOpenToday.com r Facebook ads for Open House or Property r SFiS - 75,000 high net worth Chronicle readers in the Bay area r One of a Kind w/the CCTimes r Send 4 press releases for $200 - distributes across the internet in partnership with the Chronicle and SFBlockShopper.com Reporting Send your client a weekly Lux Analytics report r r Send your client a weekly ListHub analytics report r Include stats from Empire Realty. Login to Dashboard, click ‘listings’, open the listing, click Views.

Drive Traffic to Listing Online: r

Order custom URL (123main.com) through GoDaddy.com. “Forward” to listing page on your website (ask GoDaddy). r Alternative for agents with an Empire Realty website: www.YourWebsite.com/MLS# will direct clients to the listing detail page on your website. Automatically set up with every listing. r Create www.yourwebsite.com/123Main in Dashboard, Open listing, click SEO button.

r r r r r

Create property website at sellthislisting.com or via your photographer Order a sign rider for website through Torchpress/Orders Add web address as “Virtual Tour” in Dashboard (See Enhance) Use a QR code on flyers/signs Advertise the listing or Open House on Facebook

TORCHPRESS:

Creating & Sending eBlasts

Want to send an eblast to agents or past clients, advertising a listing with a link for more information? Now you can do it at your convenience through Torchpress. CREATING AN EBLAST Select NEW DOCUMENT to begin a project .

Select EDIT DOCUMENT to continue a project already started.

Select HTML EMAIL & AD. Select EBLAST.

ADD A LINK FOR MORE INFORMATION INCLUDE A BUTTON THAT SAYS “VIEW MORE PHOTOS”  Select DO IT to add a Torchpress Photo Tour now…or CANCEL to enter it later OR to add link to another URL (such as a website, virtual tour, or video).  In order to attach a photo tour, you need to have it set up BEFORE this step. Linking to a URL:  Select ENTER URL and paste in the URL or type it in. o Include http:// o URLs could be the listing page on your website, a video, a virtual tour created by a third-party, a single-listing website…anywhere that provides additional information. My recommendation is to ALWAYS link to your website. It’s easy with an Empire site…just type in www.yoururl.com/MLSNumber.  Click SAVE.

Linking to a Torchpress Photo Tour:  Select SLIDESHOW and choose the photo tour from the list. The slideshow should be set up before this step.

Creating an Eblast -- Update March 2012

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IF YOU DO NOT WANT TO INCLUDE A LINK FOR MORE INFORMATION, SKIP THIS STEP AND THE BUTTON WILL BE LEFT OFF…BE SURE TO TEST BEFORE SENDING. ADD DETAILS Just Listed can be edited to Introducing or Reduced.

Enter a headline and brief highlights.

Be sure the address is correct. Enter open house or broker tour information. Delete if you don’t have dates to advertise and this area will drop off.

Be sure the price is correct. If not, retype it. For properties over $1.5 Million, you can click the logo and it will become the Luxury Logo.

ADD PHOTOS There are 3 photo layouts that you can choose. 3 Photos, 2 Photos, or 1 Photo. Click IMAGE STYLE to choose the best option for you.  



Click OPTIONS then choose SELECT IMAGES. Select the photos you want to use. You know they are selected when the background turns grey. To VIEW the photo larger, click on the NAME of the photo (in blue). To SELECT the photo, click on the photo itself. Click USE SELECTED, then DONE.

   

Drag the image from the left toolbar OVER to the document on the right and drop where you want the image to go. To change out a photo, drag a photo from the left toolbar and drop into the document where you want it to go…this will replace what’s there. Click SAVE then PUBLISH. SAVE & PUBLISH OFTEN!!!!

Creating an Eblast -- Update March 2012

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PROOF YOUR EBLAST Click VIEW HTML to see what the eblast will look like BEFORE SENDING. Test the links and be sure everything is correct.

EMAIL YOUR EBLAST Click EMAIL HTML.

Ent er email addresses separated by commas.

Click SEND email

Enter your Subject. Include a short message.

IF YOU WOULD LIKE TO UPLOAD A CONTACT LIST, here are YouTube videos that show you how: http://www.youtube.com/user/inkswitchvideos?ob=0&feature=results_main.

Creating an Eblast -- Update March 2012

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