Onboarding Guide Hampton Hall_Sea Pines

TO THE TEAMWelcome

to Extraordinary.

As an entrepreneurial family company, we partner with our sales associates to build their businesses and deliver exceptional service. Welcome

Our sales associates are our customers.

Chris Raveis Co-President of William Raveis, Inc.

William Raveis Chairman and Chief Executive Officer

Ryan Raveis Co-President of William Raveis, Inc.

In This Guide

Our seamless process makes joining our team simple and easy. We are here with you every step of the way.

Your Local Team

Sales Management

Administrative Managers

Marketing

Affiliates

Getting Started

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

Managing Your Business & Growth

Sales Management

On Demand Training Library

Education & Training

Regional Technology Specialist (RTS)

Top Raveis Tech

Important Contacts

LOCAL TEAMYour

LOCAL TEAMYour

Tal Crandell

SVP | Strategic Growth & Sales Manager (BIC)

Tal.Crandell@raveis.com

Gloria Gonzalez

Regional Marketing & Design Specialist

Gloria.Gonzalez@raveis.com

Whitney Rugg

VP, Mortgage

Banker

Whitney.Rugg@raveis.com

Your local team is here to help you transition and not miss a beat.

Kayla Rickett

Administrative Manager

Hampton Hall

Kayla.Rickett@raveis.com

Chelsea Garlock

Director of Marketing

Southern Region

Chelsea.Garlock@raveis.com

Yokadi Mejia

Insurance Sales Director

Yokadi.Mejia@raveis.com

Juliette Brandt

Administrative Manager Sea Pnes

Juliette.Brandt@raveis.com

Neal Harten

Regional Technology Specialist

Neal.Harten@raveis.com

Diane Rollo-Datz

Regional Transaction Coordinator

Diane.Rollo-Datz@raveis.com

STARTED Getting

Your Week One Checklist

Your 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

Update your social media, MLS and website profiles

Announce your affiliation (email, social media + print) 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

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 Administrative Manager

Reminder: Pay E&O Insurance

Your Sphere of Influence (SOI)

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 IT is here to help.

Upload your contacts into Local Market Insights/MoxiWorks

Upcoming Classes Required Week One

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 _________________________________

Hilton Head Area Association of REALTORS®

Contact Information: Michelle Blakly | Membership Experience Director | (843) 842-2421

For Primary and Secondary Membership

• New Members need to have SCRE License before completing information

• Need copy of Drivers License to upload

• Need headshot

• Go to https://hhrealtor.com/realtor-membership/ (click on Join Today)

• Complete and submit application

• Michelle Blakly process the application

• Once dues have been paid, call Michelle (843)842-2421 to schedule introductory meeting:

• Review of membership

• Receive Member ID card

• Register for Orientation

• HHAAOR requires members to complete the following within 6 months:

• New Member Orientation

• NAR Code of Ethics training

REsides (Hilton Head MLS)

For both New Members and Transfers

• New Members need to have SCRE License and NDRS# before completing information

• Go to https://www.resides.io/join-now

• Click JOIN NOW as an Associate Subscriber

• Complete form (additional information below)

• Subscriber Type: New Associate Member | New Associate Member Joining Team | Transfer Associate Member

• Transfers will need to complete additional info regarding Data Feed and Transferring Listings

• Brokerage Name: William Raveis - Carolina LLC

• Name of BIC: Tal Crandell / tal.crandell@raveis.com

• Address: 3 Executive Park Road, Hilton Head Island, SC 29928

• Company Phone: (843)341-5660

• No Company Fax #

• Company Web address: www.raveis.com

• Email

• Need copy of SC RE License to upload

• Need copy of Drivers License to upload

• Need headshot

• Name of REB: William Raveis - Carolina LLC

• Send form - billing options available on form

• REsides will contact Agent with additional information and orientation link via email

• Agent will need to complete orientation training to receive account and sign-in information

• For any questions or issues when completing the application, please contact you Administrative Manager.

Low Country MLS (Beaufort County MLS)

Contact Information: Angelia Hill Stewart | Member Services Coordinator | (843)525-6435 ext102 membership@bjcrealtors.com

• New Members need to have SCRE License and NDRS# before completing information

• Contact your Primary REALTOR Association (HHAAOR) for a Letter of Good Standing

• Complete and returns forms to membership@bjcrealtors.com

• LRMLS Individual Application

• New Member Requirements

• Letter of Good Standing from Primary REALTOR Association

• See Brokerage information provided for REsides application if needed

• Fee billing information is provided on form

• Upon receipt of required forms and fees, access to the FLEX MLS system will be provided

Updating your Social Media Accounts

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.

Facebook

Instagram

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!

LinkedIn X

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.

Visit 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.

Important Codes & Passwords

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 Hampton Hall Blvd. | Bluffton

2 Greenwood Drive | Bldg. B | Hilton Head

10 Westbury Park Road | Suite B | Bluffton

3 Executive Park Drive | Hilton Head Island

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.

Raveis365

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.

SHORTCUT

Check out the OFFICE DOCUMENTS and QUICK LINKS sections for commonly used Raveis documents and frequently visited websites.

Smart Phone Email Set Up

Raveis Email

1. 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

Two-Factor Security Authenticator

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.

SkySlope

Access through the SkySlope tile on Raveis365

SkySlope Procedures

As a real estate associate with William Raveis Real Estate, you are required to provide your broker with all contract related documents and disclosures within 48 hours of these documents being signed by your client so that 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 listing or sale contract, buyer or seller disclosures, William Raveis disclosure or other internal forms, escrow deposits receipts/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 through SkySlope. You may start your paperwork in the Skyslope Forms section and utilize Digisign for digital signature or you may create your file first and upload executed docs to the file.

Helpful Reminders & Suggestions

• Be sure that the property address is correct and that all client contact info is included within the Skyslope file. Accurate phone numbers and email addresses are required.

• Confirm that the checklist is the correct checklist for the type of transaction.

• Assign the documents to the checklist using the split and assign tool.

• Please be sure to update closing dates and any price adjustments as they come in. Your SkySlope file is your communication tool to your RTC. We rely on the information you input to accurately pay you your commission.

• If a listing deal should fall thru, you will need to start fresh with a “new listing file”. Do not add an accepted offer into the same file that just fell thru.

• Your RTC will close and Archive the file when all documents are received and your commission will be processed.

• Think of Skyslope as your filing cabinet. Your file will never go away. If you need to access it 5 years from now, it will be there. You can store as much information, paperwork and even photos as you would like.

WEEK ONE TRAINING IS MANDATORY

Listing Entry Form

Customer Name: Date:

Property Address:

Customer Address:

Telephone: Source of Client:

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: ______________________________________________________________________

LISTING & SALES ENTRY FORMS MUST BE COMPLETELY FILLED OUT ELECTRONICALLY FOR EACH CUSTOMER

Remarks:

Edit Your Raveis.com Website

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.

Photo Specifications For Print & Web

Photos should be submitted to headshots@raveis.com

Print

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

specs for print & web

1. 288x382 pixels

should be submitted to headshots@raveis.com

2. 100 DPI

3. White background

inches resolution (between 300 and 600 DPI) background

4. JPG or PNG files named: Agent Name_Office_State_Web

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

Signage

Contact your Administrative Manager for FOR SALE and OPEN HOUSE signage.

Sales Meetings & Training

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.

Conference Rooms

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.

Your MANAGING

BUSINESS & GROWTH

Managing Your Business & Growth

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

On Demand Training Library

Utilize the career development video channel for pre-recorded training videos.

RAVIES365 > RAVEIS UNIVERSITY > VIDEO LEARNING > CAREER DEVELOPMENT

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.

Education & Training

Education & Training

The Morning Boost

The Morning Boost

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.

Monthly Training Schedule

Monthly Training Schedule

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.

WR Career Development Channel

WR Career Development Channel

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

Raveis365

Company Documents

Raveis365 Company Documents

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.

Ask Career Development on Viva Engage

Ask Career Development on Engage

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

RTS Support & Training

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.

Top Raveis Tech

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!

Local Market Insights

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.

Open House App

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.

Important Contacts

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”

Welcome to our family. We look forward to helping you grow your

business.