RealtyONEGroup Future Welcome Package

REALTY ONE GROUP

Welcome PACKAGE

REALTY ONE GROUP

AGENT ORIENTATION

SUCCESS THROUGH PEOPLE OUR PHILOSOPHY We believe in a new type of brokerage, not just for your clients, but for you. For too long has real estate been an outdated industry, and we’re here to shake things up.

We want your clients to feel that their real estate professional is accessible and friendly, not hidden away in a high-rise.

We want you to be in control of your own destiny, your own success, and your own business, not micromanaged by a broker who is just concerned about production, numbers, and commissions. Gone are the days of feeling trapped in a brokerage, giving away 20% or more of your commission without seeing a real return. ONE Team. ONE Dream

We’re redefining real estate. And for us, it’s simple: create offices around the world where the real estate professional is empowered to achieve greater success. Technology won’t replace the agent but the real estate professional, armed with the right technology and support, is the future.

WELCOME TO REALTY ONE GROUP FUTURE ABOUT US |

TABLE OF CONTENTS

TABLE OF CONTENTS 02 06 07 08 10 11 12 14 18 20 22 30 34 35 36

ABOUT US CHECK LIST KEY CONTACT MEET THE TEAM SOCIAL PROFILES FREEDOM PLAN POLICIES AND PROCEEDURES MARKETING CENTER SIGNAGE SUPPORT AND COACHING TECHNOLOGY AND PLATFORMS TRANSACTION COORDINATORS DRE REGULATIONS CONFIDENTIAL INFO COMPANY EVENTS TABLE OF CONTENTMENTS |

REALTY ONE GROUP

YOUR NEW HOME

WE ARE MORE THAN JUST A BROKERAGE Compromise isn’t a word we really understand, We believe we can offer the highest caliber of brokerage without the price tag - no compromise.

A brokerage should provide the best opportunities for agents to not only conduct business, but also promote personal and professional growth. A brokerage should focus on providing the most enjoyable, professional and financially reward­ ing working atmosphere as their primary reasons for retention. A brokerage should never create a workplace where the only thing keeping you around is fear and penalties.

Honestly, we’re too good to be true, yet still true.

MISION Our mission is simple: Be the best brokerage we can be while still empowering you and your business. We have 5 simple goals in mind: • • • • •

A Simple Fee Structure Without Suprises A More Modern Brand & Marketing Forward-Thinking Broker & Staff Support A Unique & Revolutionary Culture More Freedom For You & Your Business

VISION Realty ONE Group is turning the brokerage model upside down and inside out by disrupting the brokercentric wisdom. However, this disruption is by design.

It is not a cheap discounted approach to gain market share, but rather a carefully calculated business model that uphold the value of quality with the equitable approach for the changing needs of today’s agents. It’s providing our agents with the best the industry has to offer without the traditional fees.

ABOUT US | 4

ABOUT US

WORDS FROM OUR CEO

As America’s first UNbrokerage, we are unapologetically challeng­ing the status quo to ensure every real estate professional has an equal chance at attaining financial freedom.

While other brokerages invest in technology that aims to replace real estate agents, the UNbroker­age invests in tools and resources that empower the local real estate professional so that they can achieve greater success, faster.

These bold moves serve notice that Realty ONE Group wilt con­tinue putting the real estate

professionals first. By investing in our people, we’re building more than a brand; we’re building a movement.

For us it’s simple: create a model where the professional is em­powered and trusted to achieve greater success faster. We have taken up the challenge. From the humble beginnings of one location and a handful of agents, to over 12,000+ agents, 250+ offices, and 37+ states across the nation.

KUBA JEWGIENIEW ABOUT US | 5

REALTY ONE GROUP CHECKLIST

WELCOME ABOARD

Please review your checklist of items needed to join Realty ONE Group FUTURE as well as items you will need to handle for your transition. As a quick reminder, see below. ☐ For Salesperson and Brokers license : Once you’ve logged into the DRE website and move your license over to our Corp License #01522885. Indicate Navid’s email navid@rogfuture.com in the email portion alerting your broker. Then once we have certified your license please log back in and download a PDF copy and send it over to aneela@rogfuture.com for license book. ☐ Please send a copy of your Driver’s License. ☐ Please fill out a W-9 form. This was included in Docusign package. ☐ You will need to change the company name and info in Zipforms (profile) to reflect Realty ONE Group FUTURE. This will reflect on your footer for all new transactions. ☐ You will need to complete a transfer with the Assoc. of Realtors. Please send any paperwork that needs to be signed to Aneela@rogfuture.com. ☐ Please order signs through our ROGFUTURECENTER.COM website, click on the Deesigns. com/ROGFUTURE tab. Or you can always use your own vendor. Remember to include your DRE license # as well as our office address. 2355 San Ramon Valley Blvd #100 San Ramon, CA 94583 or 3300 E Castro Valley Blvd, Suite D Castro Valley, CA 94552. ☐ You can order your business cards through ROGFUTURECENTER.COM scroll down and click on the order form link. For more information send an email to majo@rogfuture.com. ☐ Have your personal website updated to reflect Realty ONE Group FUTURE. You can customize your website thought zONE accessing CINC contact your Marketing Manager for more information. You can download our logo-kit through our ROGFUTURECENTER.COM website. ☐ Remember to change your email signature and voicemail greetings, including any fax ID (name of company) on your fax machine. You will receive your email signature after your orientation. ☐ Update your LinkedIn, Facebook and other forms of social media accounts including Trulia and Zillow memberships as well. Please request to join our Facebook Realty ONE Group FUTURE group forum. This is a great way to interact with your fellow ROGFUTURE agents to help promote listings, get referrals and share resources, don’t forget to follow us on Instagram RealtyONEGroup_Future. ☐ Send an announcement print or email to all of your contacts about your new transition, after your orientation you will receive a post you can share. This will help create an opening for you to contact some past clients that you may have not been in touch with for some time. Please contact our Marketing Manager if you would like to print and mail copies of your announcement. ☐ You will be receiving a login id/password that will give you access to the Realty ONE Group FUTURE Transaction/Compliance System. I will be sending this over to you separately.

WELCOME CHECKLIST | 6

KEY INFORMATION

KEY CONTACT INFO/INTEL

Realty ONE Group FUTURE 2355 San Ramon Valley Blvd., Suite 100 San Ramon, CA 94583 3300 E Castro Valley Blvd, Suite D Castro Valley, CA 94552

San Ramon Office: 925.230.0700 | F: 925.838.3969 Castro Valley Office: 510.201.5750 DRE #: 01522885 | Tax I.D.: 20-1980132 Broker License Navid Ali - DRE #: 01142036 San Ramon Office Hours Monday - Friday | 9:00 AM - 5:00 PM All Agents have access afterhours with NexKey App, please contact your Office Manager for more information Castro Valley Office Hours All Agents have access with NexKey App, please contact your Office Manager for more information Printer Code: Sign Agreement to Obtain Code Live Answering Service F: 206-331-4444 Please add this number in your contacts so you know it is regarding Real Estate. You will also be receiving emails from AnswerConnect regarding Real Estate so please do not ignore them.

KEY INFORMATION | 7

REALTY ONE GROUP

MEET THE TEAM BROKER OWNER NAVID ALI DRE# 01142036 925.230.0700 NAVID@ROGFUTURE.COM •

Broker support and Transaction related questions Compliance and Risk related issues.

Merges and Acquisition.

Managements of Employees.

Company Financials.

Risk Management.

Urgent Issues.

• • • • • •

MARKETING MANAGER MAJO FLOREZ 925.230.0698 MAJO@ROGFUTURE.COM • •

OFFICE MANAGER ANEELA FAIZ 925.230.0692 ANEELA@ROGFUTURE.COM • •

zONE Billing.

ACF’s and Demands / Checks.

•

On-boarding Agents.

•

1st level Support Questions.

• • •

Marketing Needs: Business Cards, Flyers, Open House / For Sale Signs, Buyers/Sellers Packages, Listing Presentation, Postcards, Custom Design & more Agent Headshots/ Videos.

Promo Items Orders. rogfuturecenter.com Website.

MEET THE TEAM | 8

MEET THE TEAM

REGIONAL VICE PRESIDENT COMMERCIAL DIVISION

•

Commercial Support Questions

•

Commercial Referrals

•

Hiring Commercial Agents

•

Commercial Comp Plan

•

Overall Operations of the Commercial Division

TOD HENRY DRE#01333888 TOD@ROGFUTURE.COM

MANAGING PARTNER MARTHA DOBRANSKI DRE# 01276118 510.309.0111 MARTHA@ROGFUTURE.COM • • • •

MANAGING PARTNER RICH FLEMING DRE# 01328566 925.705.2048 RICH@ROGFUTURE.COM

Branch level Support Questions Hiring / Interviewing prospective Agents Agent Referrals Mentoring New Agents

MEET THE TEAM | 9

REALTY ONE GROUP

SOCIAL PROFILES

SOCIAL MEDIA Facebook https://www.facebook.com/ROGfuture https://www.facebook.com/realtyONEgroupfuture

Instagram Follow us @realtyonegroup_future

YouTube Subscribe to our ROGFUTURE YouTube Channel where Navid and Amanda cover hot and current market topics!

Follow us in our Marketing ROG Future Channel to check all the video tutorials we have available for you!

SOCIAL PROFILES | 10

FUTURE

DRE#01522885

FREEdom PLAN

NO HIDDEN FEES NO SALES QUOTAS NO FRANCHISE FEES ONE TIME SET UP $100

Per transaction Purchase Price

Transaction Fee

Purchase Price

Transaction Fee

Up to $500K

$700

Up to $1.5M

$1700

Up to $750K

$950

Up to $1.75M

$1950

Up to $1M

$1200

Up to $2M +

$2200

Up to $1.25M

$1450

For above add $250 for every $250K

Residential Referrals including new construction & leases are 10% capped at $600 plus $200 SkySlope.

RERM Legal Services $99.00 per transaction.

For Commercial & Agricultural transactions refer to Commercial comp plan on JOINROGFUTURE.COM.

Monthly (refer an agent — get 4 months credit) All-access pass to our Broker, business tools, training, zONE corporate back-office, paperless transaction system & use of pur fully furnished modern office & technology center ............$125

Semi-Annual

Risk Management/E&O is kept to the strictest of industry requirements. $895 per agent per year paid in 2 installments.

Each collected Feb 1st and Aug 1st.............$447.50

It's Your Commission! **

$17,800

**Based on a $750,000 sales price w/2.5% CSO and a one time transaction fee of $950.

BRANCH LOCATIONS

JOINROGFUTURE.COM

2355 San Ramon Valley Blvd SUITE 100, San Ramon, CA 94583 3300 E Castro Valley Blvd, Suite D Castro Valley, CA 94552

REALTY ONE GROUP

POLICIES

& PROCEDURES

TRANSACTION PROCEDURES We’ve got a streamlined process for transactions. By following the set procedure, you’ll have a smooth and easy experience throughout your entire transaction.

• • • • •

Opt for Transaction Coordination (Optional) Create file in Skyslope Upload RPA or listing agreement Upload any applicable documents and disclosures Documents will be reviewed within 48/72 hours once uploaded into Skyslope Compliance will accept or reject the documents • Submit Agent Commission Form ACF/ACFLR, at least 48 hours prior closing • All transactions must be created & the documentation uploaded in your Skyslope account. This includes a residential, commercial, lease, referral and new construction

BILLING Billing is submitted the last week of the month, with any and all outstanding invoices being charged to your debit/credit card on file on the 1st of each month.

Keep in mind that depending on which day the 1st falls on charges may not appear or settle on your card until the first business day after the 1st.

Charges for printing fees, office rental, marketing orders and any past due invoices that are outstand­ing will be sent for payment at one time. Upon successful payment you’ll receive a copy of your invoice to your email. This increases an itemized list of what charges are collected. You can also access these invoices and update your billing information through our billing system called zONE. Contact your Office Manager for any questions.

POLICIES AND PROCEDURES | 12

POLICIES AND PROCEDURES

KEEPING EVERYONE HAPPY AND PRODUCTIVE As with any workplace, there are a few general rules, guidelines, and expectations. These are important to keep an office running well and making sure everyone feel,s welcome and productive. We’ve got a mix of different personalities and backgrounds, and our diversity is one of our favorite things about Realty ONE Group FUTURE. Here’s an outline of some things to expect as part of the ONE family so we can all be successful and happy.

AFTER HOURS Agents have access to the office after hours, on weekends, and on holidays. Your NexKey app gives you access to the main entrance. Please turn off the lights and make sure the door is closed if you are the last one to leave.

CODE OF ETHICS We want everyone to uphold ethical conduct within the industry, following the National Association of Realtors Code of Ethics. We want to ensure that as an office, we conduct ourselves in a way that our clients, colleagues, and associates can be proud of.

TAX SEASON Tax time is nobody’s favorite time of year, but as the saying goes, you can’t escape taxes. As a 1099 Inde­pendent contractor, you’ll be responsible for paying your own taxes. You’ll get tax documents during Tax Season, if applicable.

PROFESSIONAL ETIQUETTE We’re not big on rules. However, we all need to work together to keep our office clean, professional, and space where people can be productive. Please be mindful of meetings, phone conversations, use of the computers, conference rooms, or community spaces.

COMMISSION Submitting the ACF/ACFLR commission form 3 days prior to closing or earlier will help you get your check quicker. We do reserve the right to deduct any past-due balances and collect dues in advance from your commission, if necessary.

EQUAL OPPORTUNITY While not required by law for a 1099 Independent Contractor such as yourself, we want to express our desire to have a fair, safe, professional, and an equal workplace environment. We don’t discriminate or tolerate discrimination/harassment towards any person or entity.

POLICIES AND PROCEDURES | 13

REALTY ONE GROUP

MARKETING PACKAGES

Our marketing department is ready to work with you on your projects, Open House, New Listings and more!

You can also get your updated email signature and your business card design. These are some of the packages you can get! For more information and quotes contact your Marketing Manager at majo@rogfuture.com

ROGFUTURECENTER.COM BILLING

Your order includes 1 proof preview PDF and 1-time flyer edit. Flyer designs start at $50.00. All ROG FUTURE designs are © 2019 Copyright Protected MARKETING CENTER | 14

MARKETING CENTER

SUPPORT MARKETING We have a variety of support marketing pieces that will help your business, these materials include: • Buyers and Sellers packages designed to explain the real estate process to your clients, these packages include a variety of key information for the transaction process.

• Buyers and Sellers Trifolds explain the basic steps for buying or selling a home in the Bay Area. Great for Open Houses!

• Personalized Listing Presentation to impress your clients, this includes a hand-full of information about you and the brokerage to support you will provide among the transaction.

FLYER - PRICING

Please indicate the quantity you need. Samples of card material are a

☐PRINTING FEE

☐DESIGN ONLY FEE $35

Double sided.

Double sided.

PDF file based on our ROG FUTURE templates

100 UNITS / $85

☐

☐

All of our marketing pieces are branded and personalized for you.

Visit the following links to see some samples of this FLYER pieces:

☐PRINTING FEE 50 UNITS / $50

S d

https://issuu.com/rogfuture/docs/buyerpackage_standard

https://issuu.com/rogfuture/docs/sellerspackage_standard - PRICING BUSINESS CARDS - PR

BUSINESS CARDS

Please indicate the quantity you need. Samples of card material are available for viewing in our office.

Please indicate card type of your choice. Samples of card material ar ☐PRINTING FEE ONLY ☐PRINTING FEE ☐DESIGN in ☐RUSH FEE $45 ☐ CUSTOM DESIGN our office.

50 UNITS / $50 Same day proof and 100 UNITS / $85 $50/HOUR FEE $35 You can order your business cards through the printing, info has to ☐ STANDARD ☐allSOFT TOUCH ☐ PREMIUM ☐ SUPER Double sided. website.

Double sided. many Create your own be delivered before 9 rogfuturecenter.com We have PDF file based on our ONLY IN WHITE GLOSS am via email and proof Sturdythis material, template, does not ROG FUTUREDurable with good templates that you can choose. You can see sample approved to the touch,include crease-resistant. printing. templates weight and a must beSoft options contacting our Marketing Department or before smooth 12 pm feel that’s Matte top finish.

Great impression. your Office Manager. resistant to

FEE $35 ☐RUSH smudge.

Shinny, shimm surface for an elegant style a feel.

Same day proof, next day printing DOUBLE-SIDED

DOUBLE-SIDED

BUSINESS CARDS - PRICING 250 - $60 250 - $70 - $105 500 $130 Please indicate card type of your choice. Samples of card 500 material are available for-viewing in our office. ☐ STANDARD Durable with good weight and a Matte top finish.

☐ SOFT TOUCH ☐ PREMIUM

ONLY IN WHITE Soft to the touch, smooth feel that’s resistant to smudge.

Sturdy material, crease-resistant.

Great impression.

DOUBLE-SIDED

DOUBLE-SIDED

DOUBLE-SIDED

250 - $60

250 - $70

250 - $80

DOUBLE-SIDED

DOUBLE-SID

250 - $80

250 - $1

500 - $160

500 - $2

☐ROUND CORNERS (EXTRA CHARGE DEPENDING ON THE Q ☐ SUPER ☐ LUXE ☐ GOLD GLOSS VELVET FOILD/GLOSS SPOT Shinny, shimmery Smooth, surface for an elegant style and feel.

shimmery surface for an elegant style and feel.

POSTCARDS-PRIC

Smooth, shimmery surface for an elegant and feel.

Please indicate the quantity you need.style Samples of card material are a

☐PRINTING FEE ☐PRINTING FEE ☐DESIGN ONLY 50 post cards for 250 post cards FEE $35 DOUBLE-SIDED DOUBLE-SIDED DOUBLE-SIDED $20 for $100 Double sided. file based on our 250 - $125 250Double - $135sided.250 -PDF $165

☐PRINTING FEE 500 - $105 500 - $130 500 - $160 500 - $200 100 post cards 500 for $40 Double ☐ROUND CORNERS (EXTRA CHARGE DEPENDING ON THEsided.

QUANTITY).

POSTCARDS-PRICING

- $250

☐

ROG FUTURE templates

500 - $270

☐ MARKETING CENTER | 15

S d

REALTY ONE GROUP

MARKETING PROMO ITEMS Alarm ONE ROG Personal Security Alarm Backpack ROG ROG Branded Binder Dividers ONE ROG Personal Security Alarm Coffee Mugs ROG ROG Doodles Branded Earphones ROG Black pouch w/ silver logo Envelopes White w/ logo on the left hand corner Leather Binders Italian Leather Including Custom Tabs Letterhead White w/logo at the top and footer Mouse Pads Coolture design Notebook ONE 5.5” w x 8.5” h with gold logo

1 unit

$11.00

1 unit

$20.00

8 Tabs

$15.00

1 unit

$5.00

5 units

$25.00

50 units

$10.00

1 unit

$59.00

50 units

$8.00

1 unit

$7.00

1 unit

$7.00

Notepads ROG White w/logo at the top and watermark Note Card ROG Black w/logo in the middle Stressballs ROG Black ball w/ metallic logo

5 units

$15.00

50 units

$39.50

5 units

$5.00

ONE Pin ONE branded

1 unit

$5.00

Pens Black/Withe with logo

5 units

$5.00

Phone Ring holder ONE branded

1 unit

$5.00

Pocket Folder ROG Black with logo

10 units

$20.00

PowerBank ROG Portable charger

1 unit

$12.00

Totes Bags ROG ROG Coolture Branded Tote

1 unit

$20.00

T-shirts ROG ROG Branded

1 unit

$20.00

Water Tumblers Black plastic tumbler w/withe logo

1 units

$10.00

MARKETING CENTER | 16

MARKETING CENTER

SOCIAL MEDIA PACKAGE Please contact Majo your Marketing Manager at marketing@rogfuture.com to get your custom holiday flyer package which includes 22+ flyers for $150.00

MARKETING CENTER | 17

REALTY ONE GROUP

SIGNAGE

We have our DeeSigns platform where you can access our exclusive sign designs go to deesigns.com/rogfuture

OTHER SIGN VENDORS & OUR SIGN POST INSTALLATION San Ramon 2551 San Ramon Valley Blvd., Suite 113 San Ramon 94583 925.820.2202 48@fastsigns.com

Dublin 7660 Amador Valley Blvd.

Dublin 94568 925.828.4561 19@fastsigns.com

Sign and Post Installation Preferred Post Dave Hanks 925.382.2502Â dave@preferredpost.com

MARKETING CENTER | 18

SIGNAGE

OPEN HOUSE POLICY

We have ROG Future Open House signs for agents to borrow when they first sign up with our Brokerage. This is to help offset the cost of having to order new signs right away.

When borrowing Office Open House signs we do ask our agents to return the signs by no later than the Tuesday following the weekend that they reserved the signs for. If the agent does not return the signs to the office by Tuesday, we will be a $10.00 per sign late fee per week.

Agents are not allowed to keep open house signs for two weekends. You will need to return the signs and get back on the list to reserve signs for the following weekend. Agents who

did not reserve signs for previous weekend will have first priority to borrowing signs.

Please remember to order your own open house signs when you have your first closing!

To reserve your signs please contact your agent concierge or office manager.

Thank you for your understanding and cooperation.

Agents can order their own custom signs at the link below!

Deesign.com/rogfuture

MARKETING CENTER | 19

REALTY ONE GROUP

SUPPORT AND COACHING

SUPPORT

AND COACHING GUIDING YOU THROUGH THE UNEXPECTED We’re proud of the support. training, coaching, and mentorship we offer here at Realty ONE Group FUTURE. As part of the ONE Family, you’ll have access to free training, seminars. continuing education, state-of-the-art ONE University, and a collaborative environment, so you can focus on what matters while staying up to date.

SETTING GOALS GOLD TRACK Setting goals, making adjustments to your business, and monitoring progress is essential to your success and we want to make this easier on you!

Using the latest tools, branded marketing, and a team who is invested in your success. We can help you set goals for your business, provide you with infor­mation, coaching, marketing strategies and technology necessary to achieve these goals.

MENTORSHIP AND TRAINING We’ve worked hard to create the most useful train­ing and mentorship programs to help you.

Whether you’re a new agent or seasoned, we have something for you to learn from.

• Online Training available 24/7 • One-on-One Mentorship • Weekly training and seminars • Technology, Social Media, and Marketing Workshops geared to bring you up to speed on our tools

We want you to be able to run your business without constant micromanaging, and we want to enable you to take control of your future.

Contact your Branch Manager/Managing Partner and set up your Gold Track program.

SUPPORT AND COACHING | 20

FUTURE

MEMBERS BENEFIT

Track

Accountability for you and your goals

SIGN UP

SEMI

Quarterly

Sign up for either Quarterly, Semi-Annually or Annually accountability sessions to discuss your goals with local Manager.

30 MINUTE SESSIONS SUPPORT AND COACHING | 21

REALTY ONE GROUP

TECHNOLOGY

YOUR PLATFORMS, THE LATEST TOOLS, TECH AND TRENDS.

CINC Website-CMA-Leads and more!

Contact Sierra- your Agent Concierge at sierra@rogfuture.com

Skyslope Transaction Management System Office Forms & Disclosures

Home Warranty - AHS A home warranty company that’s on your side.

If there’s one thing you can expect, it’s the unexpected.

That’s why American Home Shield exists. We’re here for you.

As a member, you know your budget, your time and let’s be honest, your sanity, are covered.

BoxBrownie.com Specializing in UNbelievably high-quality photo editing, BoxBrownie.com offers a 24/7, cloud-based, no subscription, pay as you go service, with edits returned within 24 hours.

ONE Camera by Exposio

RERM Total Legal Protection System for all Agents & Clients Your solutions for picture perfect real estate photography.

Social Media Consulting - Katie Lance Videolicious The FREE and simple solution to instant listing videos.

Move Easy Branded Moving Platform All your moving needs in one place

How to create a smart social media strategy that will save you time and generate more business Real Estate Licensing

*THIS SERVICE IS AUTOMATICALLY SET UP, YOU CAN CHANGE THIS ADJUSTING YOUR CONTACT PREFERENCE IN YOUR PROFILE.

RealScout RealScout is a real estate technology company that provides a full-featured search platform for real estate agents to collaborate with their clients during the home buying process.

We know real estate. So whether you’re just getting started or you’re a seasoned pro, we offer everything you need in a real estate school.

ONE Shop

Get all your ROG licensed merchandise here.

Perkspot PerkSpot is a one-stop-shop for exclusive discounts at many of your favorite national and local merchants! It is completely free, and optimized for use on any device: desktops, tablets, and phones.

New Home Search There’s never been a better time to sell new construction homes. You can do it all online, from registering buyers to video-chat virtual tours for you and your clients. Builders are open for business, with clean, safe, and available homes. Get started selling online with NewHomeSource Professional.

TECHNOLOGY & PLATFORMS | 22

TECHNOLOGY & PLATFORMS

CONNECTING YOU WITH YOUR CLIENTS

Technology and marketing, bringing you local and global exposure. The zONE connects you to high tech with ONE touch thanks to Single Sign-On (SSO) technology.

TECHNOLOGY & PLATFORMS | 23

REALTY ONE GROUP

ONELOGIN

An easy way for Realty ONE Group professionals to access all of our tools in ONE convenient place. We always strive to bring you the best technology in real estate. And that’s why, Realty ONE Group is investing more in our partnership with onelogin and has connected you to all of your tools via Single Sign-On.

Go to www.ONE.zone and log in. For new agents, initial zONE credentials can be found in your Welcome Email from our agent concierge.

Go to www.ONElogin/downloads/browserextensions. Select download for your appropriate browser option. Click Add to Chrome/Browser. Click Add Extension.

See ONELogin extension pop-up in top right-hand corner of browser. Use drop down menu to access all available Single Sign On tools.

TECHNOLOGY & PLATFORMS | 24

TECHNOLOGY & PLATFORMS

ONELOGIN MOBILE APP

Go to the app store on your mobile device, search “OneLogin” and click download.

Open application and enter “realtyonegroup” as the organization’s OneLogin Domain. Sign into zONE.

Create PIN and use application to access all Realty ONE Group tools on the go!

TECHNOLOGY & PLATFORMS | 25

REALTY ONE GROUP

BUSINESS A technological ecosystem designed to help real estate professionals manage and simplify their business with the help of single sign-on (SSO) technology where you can access all of Realty ONE Group’s tools and services, profile and account management, and back-office system in ONE place

ZONE INTEGRATED WITH SKYSLOPE Manage your transactions • 24/7 Support • Paperless Transactions, Documents and Storage • DigiSign Electronic Signature • Transaction Email and Text Message Tracking

TECHNOLOGY & PLATFORMS | 26

TECHNOLOGY & PLATFORMS

COACHING You can access ONE University through your zONE account You will recieve an email from zONE with your login information

TECHNOLOGY & PLATFORMS | 27

REALTY ONE GROUP

TRANSACTION COORDINATION

SELLER SIDE COORDINATION - $450 PER TRANSACTION Our transaction coordinator will handle almost everything related to your transaction. From yard signs to collecting paperwork, you’ll be relieved with the work that’s off your plate.

• • • • • • • • •

Order NHD Report Open Escrow and Order PRBUM Order HOA and CC&R’s Load important attachments to MLS (Lead Paint Disclosure, Seller Disclosure and Items Above) or create Dropbox link Change Status on MLS as needed Includes Under Contract TC Services when Under Contract Generate CAR Disclosures & Docusign if Needed Send all parties paperwork with reminders of Deadlines (lender, title, agent, buyer/seller) Order Inspections if Applicable Email Disclosure Package to Other Parties if Needed

BUYER SIDE COORDINATION - $450 PER TRANSACTION • Our transaction coordinator will handle everything related to your • • • • • • • • • •

transaction. You’ll be happy with how quick, efficient, and smooth your transaction goes.

Enter Transaction into zONE Confirmation & Verification of Earnest Money Ensure required paperwork is submitted and loaded into the system Send all parties paperwork with reminders of Deadlines (lender, title, agent, buyer/seller) Order Any Inspection (If Applicable) Docusign disclosures and forms to buyers Send & Receive any missing paperwork 7 days prior to closing Fill out Agent Commission Form ACF/ACFLR Order home warranty plan (if applicable) Coordinate signing appointments (if applicable)

TRANSACTION COORDINATION |28

TRANSACTION COORDINATION

WHY USE A PREFERRED REALTY ONE GROUP FUTURE TRANSACTION COORDINATOR Work-Life balance is essential to your happiness, and we know how hectic life can get. From running the kids around to soccer practice or gymnastics to rushing to your listing for a showing, your life is busy, and who couldn’t use an extra pair of hands to ease the burden?

• • • • • •

More time to spend with your family More time to work on building your client list.

More time to give back to your community More time to spend at your kid’s school.

More time to vacation (or daydream about it).

More time for YOU.

TRANSACTION COORDINATION |29

REALTY ONE GROUP

APPROVED

TRANSACTION COORDINATORS

SANDRA GASTON TRANSACTIONCOORDINATOR 925-234-5509 | SANDRAESCROW@GMAIL.COM Sandra is a highly driven and motivated bi-lingual Real Estate Transaction Coordinator. With over 18 years of experience; her career started at Platinum Group Real Estate where she first developed a love for the industry, and a true understanding of the real estate world.

Her admirable personality and true knowledge of this field have given her an opportunity to excel in different areas within the real estate industry. As a Transaction coordinator she has closed thousands of transactions representing millions of dollars in business, as a Loan Processor she has process and gather all the financial information provided by clients to qualify them to get a loan, as a Short Sale Negotiator, she has negotiated and processed many short sales with successful

closings; her knowledge in the business has also helped her to work as a loan modification negotiator being able to negotiate rates and lower loan amounts. Her all-encompassing expertise of the real estate world have given her an innumerable list of accomplishments and more than anything, have contributed to the massive growth of all firms she has been a part of.

Sandra’s exceptional; customer service skills and commitment to perfection have made her stand out and have taken her to a new level in her career. She has helped hundreds of agents successfully close their transactions and, above all, stay legal and in compliance to the BRE.

LINDA THOMPSON TRANSACTION COORDINATOR 510-925-7158Â | RETRANSCOORD@GMAIL.COM I have 13+ yrs. of experience in Transaction coordinating. I am highly-organized with ability to multi-task, strong time management skills & Team player. I work closely between all parties involved in the sales transaction by communicating continually, excellent verbal and written communication skills.

I help them manage all the paperwork involved in the selling process. I prepare all Disclosures & order NHD of your choice.

As well as, organizing & uploading all documents, review compliance paperwork, pro-actively track and meet closing deadlines. I open Escrow & order Home Warranty/etc. I ensure all docs are signed & complete by closing.

I do have knowledgeable in Short Sale Process, negotiating & Specific Bank requirements, exceed client expectations for responsiveness & customer service. I help identify & resolve any issues ASAP. I take away a lot of stress for the Realtors to help them have time to List and Sell Real Estate.

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TRANSACTION COORDINATION

SHANNON LAURIA TRANSACTION COORDINATOR 415-250-3427 | SHANNONLAURIA@GMAIL.COM Shannon started in real estate in 2011 as the marketing coordinator for a team in Marin County, creating flyers, managing MLS listings, and building a social media presence.

At the same time, she attended graduate school, receiving a master’s degree in counseling psychology. She then gained her real estate license in 2016, working as a buyers’ agent for a team in the Pleasanton.

process thoroughly. She supported over 100 agents and performed several roles, including all coordination activities, compliance review, creating an SOP and file templates, and implementing a new transaction management system.

She enjoys using her background to best support and communicate with her clients, possesses strong organizational skills, and is detail oriented, resulting in professional and smooth transactions.

Shannon also worked as the onsite transaction coordinator for a San Ramon brokerage, learning both sides of the transaction

DIANA MARTINEZ TRANSACTION COORDINATOR 510-828-7921 | DIANAMARTINEZTC@GMAIL.COM Diana is a bilingual CAR certified Transaction Coordinator and is available to free up the agent’s time with dealing with all required paper work. She is very organized and highly dedicated to the Real Estate business. Diana started in the industry 9 years ago as aTC and a licensed REALTOR® for

6 years. She also worked as the onsite coordinator for our San Ramon brokerage and is very familiar with Realty One’s required documents.

TC’S FEE’S Full TC Single Side $450.00 Full TC Dual agency $650.00 Commercial TC $650.00 Upload fee $150.00

Full TC : Free usb one for the client Uploading : $29.00 per usb per side Dual Agency: $49.00 for both sides two usb *ALL TC’s charge same above fees

If agent uses outside TC, ROG will charge $150 to the agent and ROG will not be responsible for training outside TC on system and or internal documents.

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REALTY ONE GROUP

DRE REGULATIONS

DRE

REGULATIONS

Realty ONE Group FUTURE agents need to be aware that the DRE is strenuously enforcing recent state law changes about how the DRE# should be displayed. Your DRE License # has to be displayed on anything you post or do as a Real Estate Agent, meaning Open House Signs, Marketing on Flyers, Trifolds, Brochures, Business Cards. For Social Media postings, DRE license # has to be included in the caption or description. Please take a look of the examples below:

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CONFIDENTIAL INFO

CONFIDENTIAL INFORMATION

We know this is the boring part, but it’s necessary. Your time spent at RealtyONEGroup will be full of fun, success, and freedom to do you and while we hope you never leave we know circumstances can change.

Outlined are our policies on our technology, intellectual property and confidential information provided to you by the brokerage. In good faith, we expect you not to disclose this information if you choose to leave the brokerage in any case and have outlined our policy regarding your data within our systems.

CONFIDENTIAL INFORMATION Internal documents, such as the one you’re currently reading, are considered confidential information, meant only for you and your fellow agents. We’d appreciate it if it remained that way. You also agree to keep any information you receive from another agent, colleague, broker, or client that could be sensitive, confidential, or otherwise personal private and away from prying eyes. This includes information like social security numbers, EINs, check information, etc.

INTELLECTUAL PROPERTY Many of the platforms, software, and information you will see and receive while you’re here contains proprietary data, technology, or information, both owned by RealtyONEGroup or a third-party provider. This is considered intellectual property and is not to be distributed, disclosed, shared, sold, or otherwise transferred to another outside source without our permission or the permission of the owning party. Some things should remain a secret, like our famous cookie recipe.

IT INFORMATION STORAGE & SECURITY Data, information, and communi­ cations sent through our systems are considered the property of RealtyONEGroup Future, and not owned by the individual. How­ ever, as an exception, we provide you with support & access to migrate your data, such as emails, to another provider upon exiting the brokerage, as long as the data does not contain proprietary data that is considered confidential.

We reserve the right to refuse any migration and may revoke access to any data at any time.

CONFIDENTIAL INFO |33

REALTY ONE GROUP

COMPANY EVENTS

YOU WORK HARD

DON’T BE SURPRISED THAT WE NOTICE ABOVE & BEYOND DOESN’T HAVE TO GO UNRECOGNIZED We’re really good at singing your praises here at Realty ONE Group FUTURE, and that’s the way it should be. You may not be a traditional employee, but we value your commitment to excellence, integrity, and success.

You’ll be called on to open a door for another agent while they’re out of town, or to help out with an open house, or even just sending a quick email to help a fellow agent, and we believe you deserve to be recognized for going above and beyond to help one another in all aspects of the industry.

FREQUENT COMPANY EVENTS Work hard, play hard just doesn’t do us justice. Not only do we make our monthly meetings fun, interactive, and educational, we’re all about mixing things up. We also love to celebrate the holidays and seasons with everyone, so expect to have a great time at our annual company party or at our Holiday Party.

To us, you’re more than just an agent. You’re friends.

Please rsvp through our Facebook group

REFERRAL BONUSES While we’re pretty good at telling everyone just how great we really are, it means a lot more coming from you, and we know you feel the same.

That’s why we want you to spread the news of just how great we are to your colleagues, your friends, your family, because if they join us, not only do you have another friend at work getting to experience the best brokerage in the nation, but you also get a bo­nus.

• Refer 1 agent and get 4 months free • Refer 2 agents and get 8 months free • Refer 3 agents and get a FULL YEAR • *Referred fee will apply after the 90 days of the referred agent, and agent invoices must be in good standing.

COMPANY EVENTS | 34

SUCCESSFUL STEPS OPEN HOUSE There’s more to open houses than just selling the property. For real estate agents, there’s also an emphasis on selling themselves and their brand to prospective buyers or clients. Anyone who walks through your open house could become your next client, or give you your next referral.

Here’s how to make sure your next open house is a success.

MARKET THE LISTING Tell people about your listing! Promote and market using ListAssist, or through more traditional methods. Send out Just Listed postcards, tell buyers agents, and inform your database and farm on social media. Chances are, even if your database isn't interested, they know someone who might be. Make sure you have up-to-date outdoor signs to put up in front of the property and around the neighborhood. It also wouldn’t hurt to tell neighbors about the listing. No one knows the area better than they do, and they might know friends or family interested in moving in. Send them information on the listing, host a private open house showing if they seem interested, and give them a head’s up about any additional traffic the listing may bring.

MAKE A MEMORABLE FIRST IMPRESSION Impress potential buyers right from the get-go. This includes more than just focusing on curb appeal. Focus on appealing to all five senses. Open the blinds and windows and let natural light shine in, which will make rooms look brighter and bigger. If the owners have pets, remove them from the premises during the open house.

Freshly-baked cookies leaves the entire house smelling nice, overpowers any pet odors, and is a delicious snack to offer potential buyers.

CONNECT WITH VISITORS Greet each person—but don’t follow them around the house. Give them space to tour the property leisurely and at their own pace. Before each person leaves, make sure you’ve connected with them, gotten their contact information, and answered any questions they might have. Ask them if they have any feedback or suggestions: there’s no better way to make sure your listing is being marketed effectively.

THE PROOF IS IN THE PAPERWORK Have listing information, brochures, and your business card prominently displayed. Include a link to the listing's Single Property Website. Print out property information, inspection reports, and comparable sales data for serious prospects. Highlight the market data, local stores and schools, and neighborhood statistics to show the advantages of the location.

MOST IMPORTANTLY: FOLLOW UP The most powerful way to connect with potential buyers is face-to-face communication. However, following up with everyone who visited after open houses is a must. Make sure you get the contact information of visitors and follow up with them immediately. Follow up with the hottest prospects first, but make sure you’ve reached out to all the prospects no less than 24 hours after the open house.

NOTES GUARANTEED Thank y TO GENERATE LEADS Let Corefact help you become the best agent in town. Below is a free asset, tip, or marketing piece. Use this free content to reach out and remain at the forefront of your neighborhood's minds for any and all real estate needs. Which would make you feel more special? An email thanking you for listing your home with them, or a handwritten Note Card that you receive in the mail? A handwritten note gets the vote every time. It’s an old-fashioned way to break through the noise in today’s all-tech world. Here are 12 unique ways you can use thank you notes to generate leads.

THANK YOU AFTER AN OPEN HOUSE VISIT — Thank you for stopping by my open house yesterday. I enjoyed meeting you and talking about your [[CURRENT SITUATION]]. I would be happy to assist you in your home-buying search. Let me know how I can help!

THANK YOU AFTER A GIVING LISTING PRESENTATION — Thank you for giving me the opportunity to discuss with you the benefits of allowing me and my company to service your real estate needs. We believe that quality blended with excellent service is the foundation for a successful business relationship.

THANK YOU FOR THE LISTING — Thank you for deciding to work with me. Now we get to work on getting your home sold! Rest assured my company and I will do everything possible to ensure a successful sale for you.

THANK YOU AFTER NOT GETTING THE LISTING — Thank you for taking the time to consider my real estate services. I am constantly informed of new developments and changes in the market. I will keep in touch with the hope that in the years ahead, we will be able to do business together.

THANK YOU TO BUYER AFTER SHOWING — It was a pleasure meeting you and having the opportunity to show you homes. You can be assured that I will do my best to help you find the perfect home and get you happily settled.

BUYER THANK YOU AFTER CLOSE OF ESCROW — It’s been my pleasure helping you get settled in your new home. I am sure you will enjoy many happy years in our community, and hope you will call me if I can be of service to you or any of your friends.

FOR SALE BY OWNER THANK YOU — Thank you for showing me your lovely home. I sincerely wish you the best of luck in selling it. If you should find need to employ a professional real estate firm, I would appreciate the opportunity to show you all the excellent benefits we have to offer.

HAPPY ANNIVERSARY — Happy Anniversary! It was just one year ago that you moved into your new home. I am proud to have you as one of our satisfied clients and hope you will enjoy many happy years in your home.

REFERRAL THANK YOU — Thank you for referring the Smiths to me. You can be assured that I will do my best to help them and maintain your confidence in me.

NEW ON THE MARKET CARD — Your neighbor just selected me to sell their home. If you have a friend or relative looking for a nice home in this area, please give me a call.

THANK YOU TO ANYONE WHO PROVIDES YOU SERVICES — Thank you. It is gratifying to meet someone dedicated to doing a good job. Your efforts are sincerely appreciated. If my company or I can serve you in any way, please don’t hesitate to call.

TELEPHONE CONTACT — Thank you for talking with me on the telephone. In today’s business world, time is precious. You can rest assured that I will always be respectful of the time you invest as we discuss the possibility of a mutually beneficial business opportunity.

ONE FINAL TIP: Don’t forget to include a business card with “Thank You” written on it!

2355 San Ramon Valley Blvd STE 100,

ROGFUTURE.COM info@rogfuture.com

2355 San Ramon Valley Blvd STE 100,

ROGFUTURE.COM info@rogfuture.com