Welcome to Extraordinary.
Our sales associates are our customers.
As an entrepreneurial family company, we partner with our sales associates to build their businesses and deliver exceptional service.
Inc.
William Raveis Chairman and Chief Executive Officer
Ryan Raveis Co-President of William Raveis, Inc.
Chris Raveis Co-President of William Raveis,
Our seamless process makes joining our team simple and easy. We are here with you every step of the way.
Sales Management
Administrative Managers
Marketing
Affiliates
Your Week One Checklist, Contact List and Required Training
Your Local MLS & REALTOR Board
Updating Your Social Media Business Accounts
Important Codes & Passwords
Raveis365
Setting Up Email on Your Smartphone
Transaction Management Platform
Listings & Sales Checklists & Entry Forms
Setting Up Your Personalized Raveis.com Website
Signage
Sales Meetings & Trainings
Floor Time
Conference Rooms
Sales Management
On Demand Training Library
Education & Training
Regional Technology Specialist (RTS)
Top Raveis Tech
Important Contacts
Nancy.Cardone@raveis.com
Stacey.VanDuyn@raveis.com
Evelio.Miranda@raveis.com
Your local team is here to help you transition and not miss a beat.
Carrie.Pierce@raveis.com
Chelsea.Garlock@raveis.com
Barry.Frette@raveis.com
Melissa.Cohn@raveis.com
Yokadi.Mejia@raveis.com
Bradley.Bryant@BTFlorida.com
Nancy Cardone Regional Vice President, South FL Chelsea Garlock Director of Marketing Southern Region Melissa Cohn VP, Mortgage Banker Carrie Pierce Administrative Manger Stacey Van Duyn Marketing & Design Specialist Evelio Miranda Insurance Sales Director Yokadi Mejia Insurance Sales Director Barry Frette Regional Technology Specialist Bradley Bryant Attorney at Law Bryant TitleYour Administrative Manager will reach out to schedule your onboarding to ensure a smooth transition.
Raveis IT (203.225.2500) will contact you via text with your Raveis365 password
Access Raveis365 and Raveis Email
Set up Raveis email, email signature on your cell phone, and update voicemail
Email headshots@raveis.com your head shot to be uploaded to raveis.com
Update your bio on raveis.com website
Upload sold properties and add testimonials to your raveis.com website
Update your social media, MLS and website profiles
Announce your affiliation (email, social media + print)
Order signage and business cards through your Administrative Manager
Schedule an appointment with an IT Support Technician to transition your SOI
Schedule Transaction Management Software training with your Regional Technology Specialist
Reminder: Pay E&O Insurance
Our IT Support Technician will help you organize your SOI/contacts into our system (if requested).
IT will help with exporting your contacts from your current SOI database or phone into Raveis365
Download MC backup app
Remove duplicate contacts
Group and categorize your contacts
Upload your contacts into Local Market Insights/MoxiWorks
IT is here to help.
Schedule all required training for your first week. All other trainings scheduled can be found under Office Announcements on your Raveis365 homepage
Transaction Management Platform Training
UPCOMING CLASS DATE _________________________________
Company Orientation
UPCOMING CLASS DATE _________________________________
Listing & Sales Contract Checklist Training
UPCOMING CLASS DATE _________________________________
Meet The Affiliates
UPCOMING CLASS DATE _________________________________
Miami Association of Realtors
2151 FL Alternate A1A, Suite 1100
Martin County Realtors
3204-A SE Federal Hwy.
Jupiter, FL 33477 Stuart, FL 34997
561-746-2707
Board: miamirealtors.com/jths
Broward/Palm
3200 N Military Trail, Suite 102
772-283-1748
MLS: mcrtc.mlsmatrix.com
Palm Beach Board of Realtors
140 Royal Palm Way, Suite 205
Boca Raton, FL 33431 Palm Beach, FL 33480
561-585-4544
Board: Rworld.com MLS: myrealtordash.com
561-659-3810
Board: pbbor.com MLS: pbb.flexmls.com
As a William Raveis Associate, you must belong to one of the Boards below:
1. Broward, Palm Beach and St Lucie Board of Realtors (RAPB a.k.a Beaches)
2. Miami Association of Realtors (MiamiRE)
3. Palm Beach Association of Realtors (PBBOR)
4. Jupiter Tequesta Hobe Sound Board of Realtor
If you choose the Palm Beach Association of Realtors as your Board, you will also need to subscribe to either the Beaches MLS (rworld.com) or the Miami MLS (miamire.com)
These options should have been discussed before your onboarding appointment but if they haven’t, please be sure to discuss them here.
Update your profile on the board website and in MLS.
Regularly refresh your profile on the board website and in MLS. Your profile is a valuable marketing tool that can help your connect with those who view your profile and build relationships with them to create new business opportunities.
Ensure you meet your CE requirements in a timely manner.
Follow the below instructions to see when your continuing education credits are due.
5. Visit myfloridalicense.com
6. Log into your account
7. Select your license
8. Select VIEW MY CONTINUING EDUCATION
Circled in red below is where you can view what classes are required and the date then need to be completed by.
We’re everywhere on social media, come join us! Please be sure to LIKE all our pages and update your social media accounts to reflect your affiliation with William Raveis. Also, be sure to like and follow your local office social media accounts.
Visit Facebook.com and log into your account. Search @williamraveis in the search bar on Facebook to visit our company Facebook page & click LIKE! To update, go to the page, then on the left-hand side, click About. Scroll down and you will see options to change your page name if necessary, create a username (very important for tagging!) and change your office address & phone number.
Visit Instagram.com and log into your account. Search @williamraveis by tapping the magnify glass icon and typing it in. Then follow our main company account! In your profile on Instagram, tap Edit Profile. Here you can change your page name, user name, website, and bio. Add contact information as well. Tap Done. Start posting listings and Instagram stories immediately! Be sure all of your posts include the hashtag #WilliamRaveis!
Visit Linkedin.com and log into your account. On the top toolbar, click on “Me.” You will see your profile. Click on the pencil icon to edit your current position.
XVisit Twitter.com and log into your account. Search @williamraveis in the search bar and follow the company page! Click the icon on the top righthand corner with your profile picture. Slightly below it, click Edit Profile. Now you can edit your name, biography, profile and header photos, and more. (Formally known as Twitter)
RTS is here to help.
Conference rooms and work station computers
Log in. Username is your Raveis email and password.
WIFI for all offices
Network Name: WRGUEST
Password: picturesofmylistings (all lowercase)
Your administrative manager will provide all office access codes
2 South Beach Road | Jupiter Island: This office requires a key for entry.
9095 SE Bridge Road | Hobe Sound: This office requires a key for entry.
1201 US
193
All offices are open Monday-Friday 9AM-5PM. Use codes to enter the offices after business hours. Always make sure ALL doors are locked and lights are off if you are the last to leave the office.
Unique to William Raveis, Raveis365 is a single suite of tools seamlessly integrated to help you respond to customers and collaborate in real-time through the power of the cloud.
1. Visit raveis365.com
2. Log in using your raveis email and password.
3. Support will contact you to set up your password. If you did not provide your cell phone number, please contact support@raveis.com or call 1.888.483.1051.
App Launcher: Find more tools like Calendar, online Microsoft Suite, etc. using the app launcher
SHORTCUT
out
DOCUMENTS
LINKS sections for commonly used Raveis documents and frequently visited websites.
1. Raveis IT Support will text your email password to you
2. Go to raveis365.com
3. Sign in with your username (firstname.lastname@raveis.com) and password
Adding the Outlook App (Apple & Android)
1. Search Apple App Store or Google Play Store for the Outlook App
2. Click Install and then Open once the install is complete
3. Enter your Raveis email address
4. Enter your Raveis password
5. Click Skip, unless you have another email account you wish to add
1. Go to Raveis365.com
2. Sign in with your username and password
3. Click Next when it says More Information Required
4. On your phone, download the Microsoft Authenticator App
5. In the app, add a new account and when asked select Work or School Account
6. Scan the provided QR code on the computer screen using the app and follow the instructions to complete setup for two-factor authentication.
appFiles is your listing and sales file management system. Your Administrative Manager and RTS will review appFiles procedure in more depth.
appFiles Login (email address): ___________________________________
Password:
As a real estate sales associate with William Raveis Real Estate, you are required to provide your broker with copies of all contract related documents and disclosures within 24 hours of the documents being signed by your customer so the broker is aware of the transaction and can retain these documents in the broker’s records.
All documentation, including but not limited to: a sales contract, buyer agreement, listing contract, an amendment to a sales or listing contract, buyer or seller disclosures, William Raveis disclosures or other internal forms, escrow deposit receipt verification forms, commission verification forms, commission registration forms, closing statements, and any other document required by William Raveis Real Estate or which may require broker signature should be submitted electronically to through Appfiles using the simple two-step process below:
Step 1: Create a “Ready for Review” section in your customer Appfile. This is equivalent to creating a file folder to place your documents into so that management can readily locate the documents within your customer Appfile for review and/or signature; and
Step 2: Change the “File Type” of your customer Appfile to “Ready Listing Review”, “Ready Sales Contract Review” or “Closing & Commissions”, as applicable to the documents you are submitting. The “File Type” is written in green beneath the name of your customer Appfile.
To change the File Type, click on the blue box to the right of the File Type which says “change , ” then click the drop down arrow and select “Ready Listing Review,” “Ready Sales Contract Review”, or “Closing & Commissions” (as applicable) in the Office Inbox Section. Lastly, click the green button at the bottom to save the change to your File Type.
Once you have changed the File Type to “Ready Listing Review,” “Ready Sales Contract Review,” or “Closing & Commissions, ” as applicable to the documents you are submitting, your Management Team and Broker will be automatically notified that you have submitted a listing package, a sales contract package or closing documents to the Broker file for review, signature and/or processing of commission.
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1. Please be sure the name of your customer Appfile includes the customer name and street address of the property.
2. Please be sure to open a new customer Appfile for each “transaction,” such as a listing or a sales contract, just as you would do with a physical file.
3. If you have a listing Appfile, create a separate Appfile for the sales contract file and “Link” the two files to facilitate transferring between them. All listing related documents (listing contract, disclosures and listing amendments) would be contained in the listing file, and only the sales contract related documents would be in the Sales Contract file.
4. Do not delete offers or counteroffers even if a final sales contract is never agreed upon. Change the file status to “Dead Offer,” but keep all records of the transaction in the customer Appfile.
5. Create an “update” to retain notes of your conversations with your customer, or to send an update to your team member, Administrative Manager, Sales Manager or Broker (but to do so you must select the checkbox for the appropriate individual).
6. Identify and organize contact information for all parties in the transaction for ease of reference and to import those data fields into documents or emails created in the Appfile. For example, once you insert the Seller’s name, Seller’s email address and the property address into the “File Information”, you can import some or all of this data into a listing contract or amendment, and the Seller’s email address would also be stored so you could select it when sending an email (without the need to retype it).
7. Blind copy “bcc” your customer Appfile by copying the “file mailbox” on all email communication external to Appfiles to retain all communication of your transaction in one centralized location in your customer Appfile.
8. Customer support is available through Appfiles by telephone or email should you have any problems or questions. Click the orange button on the top right hand side of your home screen.
9. There are several training videos available on the Appfiles home page which you can view by clicking on the green “Help” button at the top right hand side of your home page.
LISTING DOCUMENTS TO UPLOAD IN APPFILES:
Completed Listing Entry Form / ROMIO Form (required)
Referral Agreement completed and W9 obtained (if applicable)
Property Deed from County Appraiser (required)
County Property Appraiser property summary and detail sheets (required)
County Tax Bill (required)
Transaction Brokerage Relationship Disclosure Form (recommended)
Listing of Residential IMPROVED PROPERTY or VACANT LAND Exclusive Right and Authority to Sell Contract (6 pages)
• Exclusion List (attached and made part of Contract)
• Do Not MLS Form (if applicable)
MLS Input Sheet or MLS Profile Sheet signed by Sellers (required before listing activated in MLS)
Lead-Based Paint Law Broker Notice to Seller or Landlord (required for property built prior to 1978)
Addendum to Sales Contract Lead-Based Paint and/or Lead-Based Paint Hazards (required for properties built prior to 1978)
CDD/MSTU Assessments Disclosure (required if property in CDD/MSTU)
• CDD / MSTU Worksheet Reference Tool
Homeowners Association Disclosure Summary (required If property in a mandatory HOA)
Seller’s Disclosure Statement (NABOR/FARBAR) (required)
Hurricane Ian Disclosure (recommended if applicable)
Affiliated Business Arrangement Disclosure Statement (required)
Broker Compensation Notification (recommended to explain the $295 Broker Compensation in the Listing Contract)
Recommendations and Disclosures (recommended as an alternative to the Broker Compensation Notification above)
Seller’s Expense Disclosure (recommended as an alternative to Broker Compensation Notification above)
OPTIONAL FORMS FOR REFERENCE
Owner’s Information / Showing Instructions/ Quick Facts (optional)
Service Providers List (optional)
Date Stamp Here
Listing Entry Form
MLS #:
Customer Name:
Property Address:
Customer Address:
Telephone: Source of Client:
Date:
Email Address: Office: ___________________________
Listing Agent:___________________ ____% Listing Agent Email ________________________
Listing Agent #2/Mentor ______________ ____%]
Field Trainer Signature _______________________________ Date: __________
SIGN Requested? YesNo City County
Completed form provided for SIGN UP: Yes No
Office Exclusive (NON-MLS / Pocket Listing) : Yes No
Listing Type: Exclusive Right Non-Exclusive Showing Agreement Rental
If yes, may we add it to our Office Exclusive List on Raveis365? Yes No
LISTING & SALES ENTRY FORMS MUST BE COMPLETELY FILLED OUT ELECTRONICALLY FOR EACH CUSTOMER
Special Division: RelocationNew HomesLuxury Properties
Transaction Type: Single Family New Construction Multi-Family Condo
Vacant Land Commercial Lease Commercial Sales Rental/Residential
Original List Date: ______ Expiration Date:________ List Price:________________
Commissions:_______%
TotalPercentageListing: ______%Buyside: ______%
$________________Flat Fee
Referral Due: ____ Outside Agency _____ WRRE _____ WRRE Relo____ WRRE Internet
Fee Due: ______% of ListingSideCommission Gross Commission
Flat Fee: $________________ Written Agreement attached w/ W-9? Yes
Referral Agency or WRRE Office Name:
Address: _________________________________________________________________________
Agent Name:_____________________________________________________________________
Phone: ______________________ Email:______________________________________________
Comments: ______________________________________________________________________
Sales Contract Packet Checklist
Complete Sales Contract Entry Form / ROMIO Form (required)
Referral Agreement completed and W9 obtained (if applicable)
Brokerage Relationship Disclosure Form - Transaction Broker Notice (recommended)
Buyer Broker Exclusive Agreement (recommended)
Fully Executed Sales Contract (Residential, Vacant or “AS IS”)
Addendum to Sales Contract “As Is” Sale of Property/Due Diligence (if applicable)
Addendum to Sales Contract – Right to Inspect and Right to Terminate (if applicable)
Addendum to Sales Contract - Personal Property Inventory (if applicable)
Addendum to Sales Contract-Lead Based Paint and/or Lead Based Paint Hazards (required if property is built prior to 1978)
Protect Your Family from Lead in Your Home brochure (20 pages) (required if property built prior to 1978)
CDD/MSTU Assessments Disclosure (required, if property in CDD/MSTU)
Condominium / Cooperative Documents Receipt (required only for condo or coop)
Condominium and Cooperative Safety Disclosure (required if condo/coop 3 stories or higher)
Homeowners’ Association Disclosure Summary (required only if property in mandatory HOA)
MLS Listing Sheet (please upload current MLS into Appfiles)
Flood Insurance Disclosure (recommended)
Energy Gauge Ratings (2 pages) (required)
Collier County Code Compliance Disclosure (required under NABOR sales contract for property in Collier County)
Equal Housing Opportunity Brochure (required under NABOR sales contract)
Hurricane Ian Disclosure (recommended)
Broker Compensation Notification (required)
Disclosures and Recommendations (recommended as an alternative to Broker Compensation Notification above)
Buyer's Expense Disclosure (recommended as an alternative to Broker Compensation Notification above)
Affiliated Business Arrangement Disclosure Statement (required)
Closing Agent Notification – Broker Compensation Due (required) Attach to commission verification form or send to closing agent
Port Royal Club, Inc. Disclosure (if applicable)
Other Disclosures (The Club at Mediterra and Bay Colony Golf Club) (if applicable
MLS
Sales Contract Entry Form
Listing Co:___________________________________________________________ Agent:______________________
Address:______________________________________________________________ City/Zip:____________________
If this was a Raveis Listing, was the Property Enrolled in the Luxury Properties Division ? Yes ___________ OR No _____________
Owner’s Name:______________________________________________________
Name/Firm:_____________________________________________ Address:________________________________________________ City/Zip:________________________________________________
Phone:________________________Fax:_____________________
Email:
Buyer Name:___________________________________________________________ Circle: Mr & Mrs Mr Ms Dr Mrs Dr & Mrs
Remarks:
I have provided the above information relative to the subject sale & it is complete to the best of my knowledge. I understand that any incomplete or missing information may cause a delay in the processing of this sale.
Sales Assoc Signature:_______________________________________________________________ Date:______________________________
Field Trainer Signature:_______________________________________________________________ Date:_______
1. Go to www.raveis365.com
2. Login using your Raveis email and password
3. On your office page scroll down to the group of small tiles
4. Click My Raveis.com Website Tile
5. When you’re in the My Profile Set up Page you have several choices to add your agent website
My Personal Photos
You can add up to 10 Personal Photos to showcase you, your family and the towns you cover.
My Agent Photo
Please email your headshot to headshots@raveis.com so it can resized and uploaded to your website.
My Personal Testimonials
Is where you can manually add testimonials from your past clients.
My Survey Testimonials
Are surveys that Raveis has sent to your closed Raveis clients and when the client responds they automatically go into this section.
My Personal Videos
You can add up to 15 Personal Videos to showcase you, your family and the towns you cover.
My Listing Videos
If you have videos for your properties you can showcase them on your website.
My Profile Content
Is the main content which will be displayed on your personal page includes: Experience (add your paragraph bio here), Professional Association, Education, Achievements, Community Involvement, Area Covered and several other options.
My Information
You can add Additional Languages you speak, Add a Personal Message, Video Link, Custom Links, In the News Links, Your Social Media Links and add your cellphone number.
Photos should be submitted to headshots@raveis.com
1. 4x6 inches
2. High resolution (between 300 and 600 DPI)
3. White background
4. Full upper body (do not crop arms and shoulders)
5. JPG or PNG files named: Agent Name_Office_State_Print
Web
1. 288x382 pixels
should be submitted to headshots@raveis.com
2. 100 DPI
3. White background
inches
4. JPG or PNG files named: Agent Name_Office_State_Web
resolution (between 300 and 600 DPI)
background
upper body (do not crop arms and shoulders)
PNG files named: Agent Name_Office_State_Print
pixels
background
PNG files named: Agent Name_Office_State_Web
All signage is ordered through your Administrative Manager.
Be sure to follow all City and or County signage policies. Rules and common violations as well as more detailed information can be found in the OFFICE DOCUMENTS ON RAVEIS365.
Meetings offer featured special guests and discuss the latest trends in the local real estate market and other information relevant to the growth of your business.
The schedule for sales meetings can be found under OFFICE ANNOUNCEMENTS (circled below) on the Raveis365 homepage.
Refer to OFFICE ANNOUNCEMENTS for ongoing training opportunities, such as, Company Orientation, Listings & Sales Contract Checklist, Skill Development, etc.
Floor time is offered at select office locations. If you are interested in participating in floor time, please meet with your sales manager to schedule time for training and review floor time requirements. Monthly floor time schedules will be coordinated by your Administrative Manager.
Sales associates have access to the conference rooms at all office locations. If you would like to reserve the conference room contact the office’s Administrative Manager for availability and to reserve the room.
Our Sales Managers and Regional SVP’s are certified mentors + coaches. They have the tools and techniques to help you succeed and grow your business.
Personalized business planning
Working with Sellers
Working with Buyers
Behaviors that lead to success and growth
Utilize the career development video channel for pre-recorded training videos.
The video library includes hundreds of training videos from Business Planning and Goal Setting from our Lessons from Leaders Series to Creating a CMA in MoxiWorks Present, Utilizing Viva Engage, The WHYS of Social Media and many more.
The Morning Boost is the launchpad for Business Planning, Marketing and Motivation Monday through Thursday! Delivered to your Raveis.com email each morning, it contains a daily broadcast that can keep you current with company events, reasons to reach out to your client base and fresh marketing ideas to implement that will make a BIG impact to your bottom line. The Boost can be a very impactful way to start to build familiarity with not only our systems, but our culture.
The Morning Boost is the launchpad for Business Planning, Marketing Thursday! Delivered to your Raveis.com email each morning, it contains you current with company events, reasons to reach out to your client implement that will make a BIG impact to your bottom line. The Boost start to build familiarity with not only our systems, but our culture.
Our monthly training schedule offers a plethora of opportunities to learn and stay connected know matter what your area of need is. Classes vary by topic, and often include Special Feature Webinars from our internal leaders as well as outside global experts. Specifically important to our new to the brokerage agents, is our Entrepreneur Series, a set of three classes all focused on empowering your business’ launch at our brand.
Our monthly training schedule offers a plethora of opportunities to matter what your area of need is. Classes vary by topic, and often include from our internal leaders as well as outside global experts. Specifically brokerage agents, is our Entrepreneur Series, a set of three classes business’ launch at our brand.
1. Go to www.raveis365.com
1. Go to www.raveis365.com
2. Login using your Raveis email
2. Login using your Raveis email
3. Scroll down to Raveis University Tile
4. Click on Video Learning
3. Scroll down to Raveis University Tile
4. Click on Video Learning
In Raveis365, click on the Company Documents tile and then Career Development. We stock a library of useful information including Email Setup, Printable How To’s, a Letter Library, MoxiWorks Resources and Marketing/ Social Media Materials.
In Raveis365, click on the Company Documents tile and then Career useful information including Email Setup, Printable How To’s, a Letter Marketing/Social Media Materials.
A quick and responsive tool for all of your questions. Post any question pertaining to our systems and receive feedback from our Career Development staff or other members of this online community.
A quick and responsive tool for all of your questions. Post any question recieve feedback from our Career Development staff or other members
Get personalized training “on the fly” with your Regional Technology Specialist
• Transaction Management Platform
• Raveis365
• RAMP (Raveis Automated Marketing Platform)
• MoxiWorks Engage (Contacts), MoxiWorks Present (CMA), and Neighborhood News
• Local Market Insights (LMI) & Listing Notifications
• Customized Marketing Platform: Direct Mail, Digital Postcards and Social Media templates
• Raveis Open House Kit
• Agent Resources
RTS is here to help.
Connect with all of the most innovative technology William Raveis has to offer, through mobile and desktop.
William Raveis App
The power of raveis.com in the palm of your hand. Search for properties like a pro! View and compare the latest listings, open houses and town data. Share your favorite listings easily with your clients. Download it now!
Search all listings like a pro! Receive a comprehensive email with the most current local housing data, latest listings and open houses—along with mortgage and insurance information.
Creating and tracking your open houses is now as simple as a few clicks. Visitors that sign in to your branded open house page are automatically synced right into your MoxiWorks CRM for future contact.
Raveis Mortgage
Get updates on mortgage programs, offers and rates. Partner with your local Mortgage Banker to solve your clients’ financial needs
Raveis365
Unique to William Raveis, Raveis365 is revolutionizing the way agents conduct their businesses. One single suite of tools helps our agents respond to clients and collaborate in real-time through the power of the cloud.
Raveis Automated Marketing Platform (RAMP)
List and market a home in minutes, read real-time reports and track interest in your property, all from your cellphone.
Agent Benefits
Email: agent.benefits@raveis.com
Agent Relations
Email: agent.relations@raveis.com
Careers & Training
Email: training@raveis.com
Human Resources
Phone: 1.203.925.4589
Email: hr@raveis.com
IT Support
Hours: M-F 8:30 am-5 pm | Sat & Sun 10 am-2 pm
Phone: 1.888.483.1051
Email: support@raveis.com
Some common areas Raveis IT can help you with include:
- Password issues
- Printer set up
- Updating your Raveis.com bio and profile
- Instructions on a variety of computer applications
- Importing and exporting contacts from a variety of programs
- Hardware and software issues
- FAQ and technology “How To’s”