San Francisco Agent Resource Guide August 2020

Agent Resource Guide San Francisco Brokerage

117 GREENWICH STREET, SAN FRANCISCO, CA 94111 | SOTHEBYSHOMES.COM/NORCAL

Table of Contents I. SAN FRANCISCO BROKERAGE

Day One Staff List

II. MARKETING

Concierge New Listing Checklist Advertising Online Distribution Media Vendors Brand Standards

III. TRANSACTIONS

Programs Referrals Costs/Fees/Due Dates Do Not Call Lists Local Information

IV. OFFICE TECHNOLOGY

This Resource Guide contains information, resources, and materials that are available to help you grow your business. As an independent contractor sales agent, you are free to use what works for you. Some of the policies and information contained in this guide relate to Sotheby’s International Realty’s duties under applicable local, state or federal statutes, regulations or business or professional codes, as well as protect the Sotheby’s International Realty brand. This Resource Guide and the information it contains are not intended to create an employment relationship. Any affiliation by you with Sotheby’s International Realty is that of an independent contractor sales agent.

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Agent Resource Guide

/ Table of Contents

Day One Welcome! Here are a few tips for your first day at SIR. 1.

Sign into your email account. SEE PAGE 19.

2.

Use this same login and password to sign into Concierge at concierge.sothebyshomes.com; this is your one-stop-shop for managing listings and organizing marketing projects. SEE PAGE 5.

3.

Check out the Education section of Concierge and consider watching a few short videos about the different in-house software systems. Key components include Concierge itself, Agent Websites, Cloud CMA, ActivePipe (for email blasts) and Spire (for brochures).

To access videos, start at the home page of Concierge, click the Education tab, then click “View All” in the How-to-Videos area.

4. Look over the Marketing Guide. This handy document lists ad deadlines, rates, and other info. You may have received a printed copy, or you can find it in Concierge by clicking on Documents and searching for “Marketing Guide”. (You can also search “Map” here to see a PDF showing each agent’s desk in the SF office.)

5.

Order business cards (SEE PAGE 16) by contacting the Office Coordinator (SEE PAGE 4).

6. Send the Marketing department your current high-res headshot and biography, so these can be uploaded to the website.

Email the Marketing department at AllSirSanFranciscoMarketing@sothebyshomes.com.

7.

Set up your voicemail and wifi (SEE PAGE 19).

8. Check out the rest of this guide, and let us know if you have any questions. The full list of SF staff and their contact information can be found on PAGE 4.

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Agent Resource Guide

/ Day One

San Francisco Brokerage Staff JEFFREY GIBSON | Senior Vice President & Northern California Regional Manager o: 415.296.2200 | c: 415.269.9989 | jeffrey.gibson@sothebyshomes.com

RACHELLE MARTINI | Assistant Brokerage Manager

o: 415.296.2202 | c: 415.518.8081 | rachelle.martini@sothebyshomes.com

Oversees all administrative staff and duties. Handles general office/agent setup. Acts a liaison between agents and staff to meet agents' needs.

CORINA CARDENAS | Office Coordinator o: 415.296.2205 | corina.cardenas@sothebyshomes.com

Inputs and reviews all ratified deals via our internal database, Trident. Processes all commission demands, rentals and referrals.

SANDY WU | Office Coordinator, San Francisco o: 415.296.2201 | sandy.wu@sothebyshomes.com

ALICE HERWILL | Office Coordinator, Eureka Valley o: 415.935.1955 | alice.herwill@sothebyshomes.com

Office Coordinators answer and direct incoming calls, meet and greet visitors, open and distribute mail, prepare overnight packages and drop offs, schedule messenger pick-ups and monitor will call. Distribute faxes and memos. Enter new listings into databases and publish content to the website.

JOANNA ISMAEL | Transaction Coordinator

o: 415.901.1703 | joanna.ismael@sothebyshomes.com

Creates, organizes and maintains all Escrow files from listing or ratification to close of escrow. Reviews and approves all transaction files before close of escrow to ensure the file is complete and in compliance.

TOM HERTENSTEIN | Marketing Director, Northern California o: 415.901.1702 | tom.hertestein@sothebyshomes.com

Oversees marketing execution and digital strategy for Sonoma, San Francisco, and Monterey brokerages. Manages budgets and negotiates with vendors.

Creates presentations and marketing plans for listings. Develops internal marketing platforms such as Cloud CMA, Concierge, ActivePipe and Spire.

TYLER VAUGHN | Senior Marketing Coordinator o: 415.296.2204 | tyler.vaughn@sothebyshomes.com

YUJIE QIU | Marketing Coordinator

o: 415.296.2221 | yujie.qiu@sothebyshomes.com

Marketing Coordinators oversee marketing initiatives for the office, oordinate all magazine advertising, create camera-ready ads for publications, build flyers and brochures, work with agents on marketing plans for listings, support agent training, and help manage agent and listing web content.

SAM HARRISON | NorCal IT Helpdesk 888.747.4848 | 877.678.4357

PATRICK HO | IT Field Support Technician o: 415.296.1723 | patrick.ho@realogy.com

Assists agents with printing, email, Wi-Fi, SIR App Support, and other company-related technical support.

TRANSACTIONS GROUP EMAIL: AllSirSanFranciscoTransactions@sothebyshomes.com MARKETING GROUP EMAIL: AllSirSanFranciscoMarketing@sothebyshomes.com

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"Who do I contact?"

BY TOPIC (see deptartment contact info below) Activepipe email Advertising Agent websites Binding Bio changes Brochures Business cards Cloud CMA Cloze CRM CMA Hardcovers CMA, create report Computer hardware Conference Rooms Concierge login/password Courier service Digital Marketing Form Email login/password Envelopes, business Gift bags Letterhead Listing text/photo edits Mailers: postcards etc.

Marketing Marketing Marketing Transactions or Marketing Marketing Spire (custom: Marketing) Transactions Marketing Marketing Marketing / order on Spire Marketing IT Reserve at front desk IT / Help Desk Transactions Concierge J "+New Listing Form" IT / Help Desk Copy room Marketing / order on Spire Copy room Concierge J My Listings Spire / Xpressdocs

BROKERAGE Concierge concierge.sothebyshomes.com IT / Help Desk patrick.ho@realogy.com / 888.747.4848 Marketing AllSirSanFranciscoMarketing@sothebyshomes.com Transactions AllSirSanFranciscoTransactions@sothebyshomes.com

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Market reports Notecards, general Open house, publish Open house, classified ad Phone (agent's info) Photo uploads Price changes Printer jam/paper Printer setup Property statement “Quick-turn� magazine Select Solds (Past Sales) Showcase site, renew Showcase site, reserve Signage (outdoor) Social media graphics Social media paid ads Text (edit property) Video uploads Wifi setup

Marketing or SIR website Copy room Concierge J My Listings CGimelli@sfchronicle.com Transactions Concierge J My Listings Transactions Transactions or IT IT Website listing page (hit Print) Marketing Concierge J My Sales Marketing Transactions* Transactions Concierge J My Listings Social Ad Engine Concierge J My Listings Transactions* IT

*Contact Transactions before launch, Marketing after VENDOR TECH SUPPORT Activepipe support@activepipe.com Cloud CMA support@wrtstudios.com Cloze CRM support@cloze.com Social Ad Engine help@sothebysrealty.com Spire sothebys@spire.net Xpressdocs sir@xpressdocs.com

Agent Resource Guide

/ Who to Contact

Concierge This is the primary internal communication tool and repository for all listing tools, marketing resources and PR materials Concierge can be accessed from inside the office or remotely from any computer, tablet, or smartphone. The site is an invaluable resource for managing your business.

URL: concierge.sothebyshomes.com Username: firstname.lastname Password : SIR email password

MARKETING

DOCUMENTS

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• • • • • • •

Social Media Cheat Sheet Significant Sales Marketing Tutorials & Guides Marketing Guide Quarterly Market Updates

LISTINGS • • • •

Active/Sold Listings Digital Marketing Form Client Marketing Report Photos, Ad Copy, Open House Times, Showings, Marketing Projects

Advertising/Marketing Guides Office Map Significant Sales Agent Resource Lists File Checklists Listing Documents/Forms Quarterly Market Updates

EDUCATION • •

How-To Videos Frequently Asked Questions

PRIVATE TRANSACTIONS • •

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Off Market Listings Buyer Needs

Agent Resource Guide

/ Concierge

New Listing Checklist 1. Submit documents. Provide listing documents and the New Listing Form (found in Concierge: Documents) to allsirsanfranciscotransactions@sothebyshomes.com.

• Transactions enters the information into their database, Trident.

• Trident feeds information to Atlas, the back-end of the website, 3x per day.

2. Provide website content. Use the Digital Marketing Form in Concierge: • Go to “My Listings” and click on the “+ Submit Marketing Info” button.

• You must do this even if your listing is already visible in Concierge, in order to provide content for the website.

• Include an MLS number on the Digital Marketing Form or via email.

Due to Clear Cooperation, we no longer publish listings without an MLS number.

3. Upload photos. In Concierge, visit My Listings -> Manage -> Photos, or send a dropbox link or similar to allsirsanfranciscotransactions@sothebyshomes.com.

• Maximum 50 high resolution images, including floor plans (minimum resolution: 1,800 x 1,200 pixels).

• Order photos by dragging and dropping in Concierge.

• A minimum of 10 photos are required for listings to feed to partner websites.

• Please include photo credit information (photographer name).

If you have a property video, send a downloadable link (not a view-only link on Youtube or Vimeo) to Transactions so they can process and upload it.

If you have a Matterport 3D tour, send the link to Transactions so it will appear on our website.

TRIDENT

ATLAS

(3X PER DAY)

PARTNER WEBSITES (24- 72 HOURS)

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ACTIVEPIPE

(UP TO 4 HOURS)

CONCIERGE (NIGHTLY)

SPIRE

(NIGHTLY)

Agent Resource Guide

/ New Listing Checklist

Advertising In addition to placements in Sotheby’s and Sotheby’s International Realty’s proprietary publications, each property has the opportunity to be featured in a variety of local and global advertisements: INTERNATIONAL • Financial Times • The New York Times International Edition Wrap • The Wall Street Journal, Global Edition NATIONAL/LOCAL • Architectural Digest, Bay Area Edition • Nob Hill Gazette • San Francisco Chronicle • SFiS Homes • Encore (SF Opera and Ballet programs) • San Francisco Business Times • Select event supplements and magazines • The Wall Street Journal, Bay Area Edition ONLINE Each property may be featured in marketing opportunities on our branded websites as well as through unique online advertising partnerships, providing visibility to buyers around in the world: • • • •

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Individual property "showcase" website Facebook / Instagram ad campaign via Social Ad Engine Properties with spectacular photography can be featured on the sothebyshomes.com home page Opportunities to appear in banner advertising on these websites: • SF Gate • The Wall Street Journal • The New York Times

Agent Resource Guide

/ Advertising

Online Distribution Agents will have access to Sotheby’s International Realty’s proprietary websites to assist them in growing their business. Detailed information about the offering will be featured on sothebyshomes.com and sothebysrealty.com. These sites combined reach more than twice the traffic of any other luxury real estate website. Sothebysrealty.com in particular attracts a global audience, with 60% of visitors coming from outside the U.S., and offers language translation and currency conversion.

SOTHEBYSHOMES.COM This site represents SIR company-owned brokerage offices. It allows customized local functionality and robust searching as well as searches across all areas we serve by a variety of categories and criteria.

SOTHEBYSHOMES.COM/NORCAL (SF, WINE COUNTRY & MONTEREY) Individual pages for SIR market areas, focusing on local listings and information. These pages connect seamlessly to one another under the sothebyshomes.com umbrella. They are promoted through location specific search engine advertising and local print campaigns.

SOTHEBYSREALTY.COM This site represents the broader Sotheby’s International Realty brand, displaying all properties and affiliate brokerages in the global network. It is managed by the affiliate marketing team and promoted through national ad campaigns. This site is set up to drive traffic for SIR’s offices and listings to sothebyshomes.com.

ADDITIONAL SITES THAT PROVIDE VISIBILITY TO YOUR LISTINGS HomeFinder Homes.com NYTimes.com WSJ China REALTOR.com Trulia

Wall Street Journal Mansion Global (over $1M) Zillow Z-Property Country Life James Edition

Juwai.com LuxuryEstate.com PropGoLuxury.com Nikkei Real-Buzz House24

Important: the following disclaimer should be included in your correspondence when you convey any of these websites to your clients:

to name a few

“The links we provide are representative sampling of the information available on the Internet and are intended solely as an accommodation and convenience to our clients. They are not intended to be an exhaustive compilation of websites that may be relevant to the interests or inquiries of our clients and they do not constitute an endorsement or recommendation of the linked sites, or the information contained therein. Sotheby’s International Realty, Inc. is not responsible for the accuracy, completeness or usefulness of any information contained on said sites.”

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Agent Resource Guide

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Media Vendors JOHN HAYES - OPEN HOMES PHOTOGRAPHY

openhomesphotography.com | 415.425.2341 | 415.520.2341 | john@openhomesphotography.com

JACOB ELLIOTT PHOTOGRAPHY // MULTIMEDIA jacobelliott.com | 415.830.7907 | mail@jacobelliott.com

JASON WELLS PHOTOGRAPHY AND WEB DESIGN goldengatecreative.com | 415.205.5094 | jason@wellsnet.net

CIRCLE VISIONS

circlevisions.com | 510.981.0811

CHRIS SITHI

spleenyfilms.com | chris.sithi@gmail.com | 818.642.8960

AERIAL CANVAS

aerialcanvas.com | 650.850.2431 | brendan@aerialcanvas.com

VISTA ESTATE VISUALS

vistaestatevisuals.com | 916.849.7077 | chris@vistaestatevisuals.tv

WALK-IN-TOUR

walkintour.com | 510.900.5083 | contact@walkintour.com

NICK KHOE - LNG STUDIOS

lng3d.com | 650.447.7298 | nick@lngstudios.com

SUPERSALE 3D (RENDERINGS)

supersale3D.com | 949.346.7048 | sales@supersale3D.com

KATHLEEN HARRISON

kathleenharrison.com | 415.302.5829 | email-khphoto10@gmail.com

LISA KEATING PHOTOGRAPHY

lisakeatingphotography.com | 510.981.0811

TIZIANA ORSINI PHOTOGRAPHY

tizianaorsiniphotography.com | 310.995.9526 | tizianaorsini@aol.com

PROPERTY PHOTOS

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PROPERTY VIDEOS

DRONE VIDEOS

MATTERPORT 3D TOURS

HEADSHOT PHOTOS Agent Resource Guide

/ Media Vendors

Brand Standards USE OF SIR NAME AND LOGO •

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All advertising materials should include the SIR name, logo, and office telephone number, and the agent’s DRE number.

All advertisements must include the licensed name of the brokerage firm, and agent’s name as it is registered.

All advertising and marketing materials must be presented in a manner that clearly shows that agent is a real estate licensee affiliated with SIR as an independent contractor.

The name “Sotheby’s” may never be used in place of the name “Sotheby’s International Realty” as these are two separate brands. The name “Sotheby’s” refers to the auction house and may only be used in direct reference to the Sotheby’s Auction House.

When referencing sothebysrealty.com or sothebyshomes.com, they should always appear in lower case with no spaces, and without a “www.” prefix.

Advertising content shall comply with all applicable rules and laws, including Fair Housing, truth in advertising and lending, real estate broker laws and regulations, MLS rules, and the NAR Code of Ethics.

When using the SIR logo, do not alter the font size, change the colors, add anything, rotate the logo, or scale it disproportionately.

The SIR logo must be clearly visible wherever it appears; it should never appear less than 1” wide.

If using another logo on the same page (in print or digital), the SIR logo must be on the opposite side (left to right or top to bottom) of the other logo and must always appear larger than any other logos.

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The logo must never be obstructed from view by distracting graphics or images. Always maintain a minimum clear space around the logo.

LEGAL DISCLAIMERS •

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All printed literature, promotional ads, and listing ads must contain the following legal disclaimer: Sotheby’s International Realty and the Sotheby’s International Realty logo are registered (or unregistered) service marks used with permission.

Operated by Sotheby’s International Realty, Inc. All signage, stationery, business cards and promotional advertisements must include the following disclaimer: Operated by Sotheby’s International Realty, Inc. If a piece such as a flyer, door hanger or postcard is to be distributed to consumers, precede the previously mentioned disclaimers with: If your property is listed with a real estate broker, please disregard. It is not our intention to solicit the offerings of other real estate brokers. We are happy to work with them and cooperate fully.

Agent websites must post the following disclaimer in a conspicuous type and location on the home page: This website is not the official website of Sotheby’s International Realty, Inc. Sotheby’s International Realty, Inc. does not make any representation or warranty regarding any information, including without limitation its accuracy or completeness, contained on this website.

Agent Resource Guide

/ Brand Standards

Transactions HOMEBASE The database used for all transactions (listing-side and buying-side) is HomeBase, a transaction management system that includes a document repository where all transaction documents are stored. New agents will be offered one-on-one HomeBase training as part of their orientation.

Logging onto HomeBase • Accessible through Concierge or at https://nrtgateway.com • Enter login information (username is firstname.lastname@sothebyshomes.com) • Click on HomeBase link HOMEBASE SUPPORT If you need help using HomeBase, please contact Joanna Ismael, TC: 415.901.1703 Or you may contact HomeBase Support: 888.898.6014 SAN FRANCISCO TRANSACTION FORMS San Francisco Transaction Forms can be found on Concierge.

Includes: checklists, ratification sheet, new listing form, modification form, ad forms, etc. (for multiple counties) SIR COMMISSION POLICY SIR’s commission rates are based upon the cost of services SIR provides, the value of these services to clients, and competitive market conditions. SIR’s commission rates are not determined in agreement with, or recommended or suggested by, any person not a party to a listing agreement with the Company.

It is SIR’s practice not to disclose its full commission rate or fee in the MLS or other property information exchange. Therefore, only the cooperating broker’s fee as expressed in percentage of total sales price should be included on multiple listing forms or other property information for distribution to other listing service members except where the compensation offered to the cooperating broker is a percentage less a flat fee, which should be expressed as a commission (e.g., 3%-$250). The flat fee portion is taken off the top prior to the split between SIR and the agent.

Offers of cooperating commissions are determined by the listing agent and SIR welcomes cooperation on all of its listings (unless expressly prohibited by an owner) and will share with cooperating brokers through the offers published in the MLS. At the offer presentation, agents should ascertain the total commission indicated (unless the contract indicates the commission is paid in accordance with a separate written agreement), as well as the commission being paid to the cooperating broker. Errors are borne by the agent.

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Agent Resource Guide

/ Transactions

Transactions, continued PAYMENTS TO AGENTS Real Estate law prohibits agents from being directly paid a commission absent the Broker’s express written authorization. Agents are paid commissions by SIR in accordance with each agent’s Independent Contractor Agreement and the terms and conditions of the commission schedule, as amended from time to time. Commission checks are processed and issued in accordance with the Company’s normal processing and accounting procedures.

Generally, SIR does not advance commissions or pay commission draws, however, in its sole discretion, SIR may elect to pay an agent an advance commission if a written agreement exists, signed by the seller stating unconditionally that the Company and agent have no obligation to repay the advance if the transaction fails to close and the agent (and his/her spouse) has executed the Company’s Advanced Commission Repayment Agreement. The Company discourages any type of deferred commission arrangements, and in the event that an agent enters a deferred commission agreement without prior written approval, the agent will be responsible for paying SIR its share of the original commission that would have been due.

We do not wire commissions unless there are special circumstances. Agents will be paid via check out of escrow when deal closes.

ADMIN FEE A fee equal to 3.5% of the gross commission will be charged on the sale of all SIR listings and sales.

Commission reductions must have written approval by management on properties listed at $10 million or more on a case by case basis. Agents who reduce fees without management approval will absorb the full reduction.

SF CITY TAX: For San Francisco properties only: the SF city tax (formerly ‘payroll tax’/transitioning to ‘gross receipts tax’) is split equally between agent and brokerage. For example, as of March 2017 on a $1M transaction, at a 75% split, the agent cost is $74.18).

Please Note: Programs herein may change yearly and as market conditions warrant. Check with the Office Administrator for most up to date version.

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Agent Resource Guide

/ Transactions

Transaction Coordinator Resources IN-HOUSE TRANSACTION COORDINATOR Ellina Yurovskova ellina.yurovskova@sothebyshomes.com | 415.901.1705 | DRE: 01316241 SAN FRANCISCO TRANSACTIONS COORDINATORS Justina Ortiz justina.ortiz@gmail.com | 415.533.3075 | DRE: 01474324 MILLENNIUM TRANSACTION SOLUTIONS millenniumtcs.com | lydianne@millenniumtcs.com | 415.388.2640

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Agent Resource Guide

/ Transaction Coordinator Resources

Referrals REAL ESTATE REFERRALS As a Broker or an Agent, you will have exclusive access to high-quality residential brokerage companies located in many of the worlds’ most sought-after destinations. The Broker-to-Broker referral network is intended to supplement the personal network that Brokers and Agents have developed over their professional careers.

REFERRAL FEES Referral Fees to licensed real estate firms and/or agents shall be paid at the rate of 30% for company-owned offices and 25% for all other SIR offices or brokers of the side referred. To earn a referral fee, the referral must be made in writing on a form acceptable to SIR, accepted and signed by the Brokerage Manager prior to commencement of work with a buyer or seller.

Referral fees are not to be paid to any seller, which shall include any member of the seller’s family, who qualified for a commission of less than 6%.

PROCESS: • First find out if there is an office in the country/city where your client is looking to buy or sell. The quickest way is to go to sothebysrealty.com which has the most updated directory of offices.

• If there is no SIR broker within the network, the Referral department will do its best to find a broker outside of the network.

• It is crucial to fill out the Broker to Broker Referral form (located in Concierge) to ensure that your referral is officially registered so you can receive a referral fee. Because of the rapid growth of referral business, it is important to be organized so that proper credit is given.

• Make sure to fill out the form completely. If you talked to a broker already, indicate it on the form under “Assigned Brokerage”. This will avoid a second broker being assigned to the client.

• Email the form to rachelle.martini@sothebyshomes.com • If there is no SIR office in the area you need to refer to, please send to Jay Lanigan: 973-407-2402 or jay.lanigan@sothebysrealty.com.

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The Referral Department will advise you if they can refer a broker outside of our network. Please note that response time could take a day or up to a week. Keep in mind, when working with an overseas broker, patience is key! You may not get an answer from the foreign broker right away because of cultural diversities and different business practices.

Also, the office overseas may be a new affiliate and therefore not completely set up yet. For assistance please feel free to contact Jay Lanigan: 973-407-2402 or jay.lanigan@sothebysrealty.com.

AUCTION CONSIGNMENT REFERRALS The unique relationship with Sotheby’s Auction House provides access to many of the world’s leading expert auction and appraisal specialists. This program offers a complimentary auction consignment appraisal for your real estate clients, friends or family. It also allows you to earn an Introductory Commission (auction equivalent to a referral fee) for fine and decorative art property which is sourced and successfully consigned to the Auction House, provided that the referral complies with Auction policies for the payment of Introductory Commission.

Acceptance of the consignment will include a 10% referral fee of the gross commission income received by the Auction House upon sale to the referring Broker/Agent/OA, provided the contents sell in excess of $100,000 and the seller is not an existing auction client.

To place your Auction Consignment Referral for evaluation, complete the Auction Consignment Referral Form (located in Concierge). Upon completion please email form to rachelle.martini@sothebyshomes.com or contact: Jennifer Biederbeck • Senior Vice President, Head of Office, San Francisco • Tel: +1 415 772 9028, Fax: +1 415 772 9031 • jennifer.biederbeck@sothebys.com

Agent Resource Guide

/ Referrals

Costs/Fees/Due Dates LICENSE RENEWAL It is the agent’s sole responsibility to meet all continuing education requirements for the renewal of his or her real estate license and to ensure that the Company has a current copy of the active license on file. Agents who fail to renew their license at the end of the license period have breached the Independent Contractor Agreement and may not perform any sales activities or receive any brokerage compensation during an unlicensed period. Contracts may be reactivated, in the sole discretion of the Company, if and when the license is renewed.

REALTOR MEMBERSHIP DUES All licensees are required to maintain an association membership at all times. If at any time, an agent conducts any licensed activities through a professional association (“P.A.”), LLC or other permissible legal entity, the agent shall at all times cause the P.A., LLC or such entity to comply with agent’s Independent Contractor Agreement, as it may be amended from time to time, and applicable law. Agents shall indemnify, defend, and hold SIR harmless from any claims relating to or arising out of any acts or omissions of P.A.’s, LLC’s or such entity’s employees and representatives (except and only to the extent that such individual or representative is licensed with SIR, such individual has paid the required administrative fee to participate in the Legal Assistance Program, and such claim is a “Program Claim” as defined therein).

LEGAL ASSISTANCE PROGRAM Amount: $2,100/individual annually (nonrefundable) | $1,050 for licensed assistants Billing Date: October 1st of each year | Due Date: Upon receipt.

ACTIVEPIPE EMAIL MARKETING Amount: $22/month | Signup: click the ActivePipe button in Concierge Billing Date: Optional Enrollment | Due Date: credit card will be required at signup, billed monthly CLOUD CMA Amount: $10/month unlimited access (charge is only applied in months when program is utilized) Billing Date: This charge will be applied to your NRT A/R account. You will receive a monthly statement.

Due Date: Upon receipt.

CLOZE CRM Amount: $360/year or $31.99/mo | Sign up via Cloze.com or Concierge Billing Date: Optional Enrollment | Due Date: credit card will be required at signup, billed monthly or annually SIR-BRANDED MATERIALS Marketing materials featuring the SIR logo can be purchased through Spire or Xpressdocs (see below). You can also purchase SIR logo supplies from the brokerage staff, if in stock. You will be charged our actual cost for the items.

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Agent Resource Guide

/ Costs/Fees/Due Dates

Costs/Fees/Due Dates, continued SPIRE http://orders.spire.net/sirinc | 617.832.1951 All brochures are ordered through Spire. There is a large selection of postcards, mailers, etc. which can be ordered online. To set up an account, email sothebys@spire.net. Spire will email you back with username, password and directions.

XPRESSDOCS While Xpressdocs is primarily used by affiliate offices, the materials on it are available to SIR San Francisco agents as well. Xpressdocs can be accessed through Concierge.

Mailings: at Agent’s Expense | Billing Date: at the time of the order by credit card.

BUSINESS CARDS Please order through the Office Coordinator.

Note: The first 1000 business cards for agents only when joining are company-paid. Assistant cards will be billed to the agent.

Amount: Approximately $120 (1,000 cards) | Billing Date: This charge will be applied to your NRT A/R account. You will receive a monthly statement. | Due Date: Upon receipt SIGNAGE Dee Sign of California | 1.800.882.7446 | sales@deesignca.com 7 day turnaround - riders/signs | 3 day turnaround - individual riders (i.e. www.123sprucestreet.com) You can also order custom A-Frames with 1 pound weights in each leg through Dee. Please have your name riders and signs (if you choose to order custom signs) sent directly to: San Francisco: Smith Signs: 415.648.3400 To request a sign to be posted: https://smithsigns.wufoo.com/forms/installation-request-form East Bay: Sunrise Sign & Post, Inc.: 510.259.2100 | 2616-B Barrington Court, Hayward CA 94545 AGENT PAID ADVERTISING Billing Date: Charges for additional agent advertising such as company-placed promotional ads or additional property advertising will be applied to your NRT A/R account. You will receive an email with a link to NRTGateway.com where you can view your monthly statement. | Due Date: Upon receipt

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Agent Resource Guide

/ Costs/Fees/Due Dates

Do Not Call Lists NRT provides access to the national “Do Not Call/Do Not Fax/Do Not E-mail” registries. To access these lists, please follow the following steps: As required by the Federal Trade Commission, if you make a sales call and the consumer requests “not to be called again” or makes a similar statement, you must immediately tell the consumer that his/her name, if provided, and phone number will be placed on our Company Specific Do Not Call List. It is your responsibility to place such consumer’s name, if provided, and phone number on our Company Specific Do Not Call List immediately after the call via the NRT Do Not Contact registry.

How to enter Consumer information in the NRT Do Not Contact list: • Go to the NRT Gateway at http://nrtgateway.com and log in.

• Click on “NRT Do Not Contact” • Click on “add a phone number” • Click on “save” after you have entered the information

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Agent Resource Guide

/ Do Not Call Lists

Local Information SAN FRANCISCO BROKERAGE

Tax ID Number 38-2556952

SIR Broker Number 00899496

LOCAL MLS

San Francisco MLS

415.431.8500 | sfarmls.com

Paragon MLS (East Bay)

877.657.4357 | maxebrdi.paragonrels.com

Bay Area Real Estate Information Services (BAREIS - North Bay)

800.776.5252 | norcalmls.rapmls.com

MLS Listings (South Bay)

408.874.0200 | mlslistings.com

Silicon Valley Association of Realtors 408.200.0100 | silvar.org

California Association of Realtors 213.739.8272 | car.org

CAR Legal Hotline 213.739.8282

COMPANY RESOURCES

Concierge

Agent and Company Resources concierge.sothebyshomes.com

Office 365

portal.office365.com

Agent A/R Account

NRT Help Desk: 877.263.6589 nrtgateway.com

Homebase

LOCAL REALTOR ASSOCIATIONS

Transaction Management System 877.263.6589 | nrtgateway.com

San Francisco Association of Realtors

CloudCMA

Marin Association of Realtors

XpressDocs

415.431.8500 | sfrealtors.com 415.507.1000 | marinor.com

North Bay Association of Realtors

855.977.8834 | cloudcma.com concierge.sothebyshomes.com Follow link at the bottom of the webpage

707.542.1579 | norbarrealtor.com

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Agent Resource Guide

/ Local Information

Office Technology PHONE/VOICEMAIL USAGE Please see Office Administrator to set up your phone and get instructions on voicemail.

LOGGING ON TO YOUR COMPANY COMPUTER Username: firstname.lastname | Password: SIR email password Make sure “SIRNY” is selected as the Log-On domain.

WARNING: If you have 3 unsuccessful log-on attempts, you will have to wait 15 minutes for your account to be unlocked.

WIFI USAGE Network: EZWIFI | Password: We1comeHome (changes quarterly - see Receptionist) CHANGING YOUR PASSWORD AND PASSWORD REQUIREMENTS Passwords must be changed every 90 days. You can change your default password as soon as you log in. You cannot reuse the same password within 1 year.

• Log on to the computer • Type Ctrl+Alt+Del at the same time.

• Click change password.

• Type in the new password.

• Log out and then log in with your new password.

REQUESTING TECHNICAL SUPPORT Please contact the Helpdesk directly for any IT requests. The HelpDesk is available 24/7 for your convenience.

HELPDESK: 888.747.4848 OFFICE 365 To access your email from outside the office: • Open an internet browser such as Chrome • Type portal.office.com into the address bar • Use the same email login info as usual (firstname.lastname and your password) PRINTER SETUP Please contact Zaki.Farid@realogy.com>or call the Helpdesk to connect with the office printers.

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Agent Resource Guide

/ Office Technology