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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, and 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.
I strongly believe that as a successful and busy Realtor, your time is best spent being engaged in those activities which will bring you face to face in a selling situation with a potential client. With that thought in mind we have put together the best staff on the Monterey Peninsula. We know that one of the greatest advantages our company offers its associates is outstanding support. Our staff is highly professional, well versed in technology and here to serve our associates with everything from developing marketing campaigns for themselves or their properties, making the listing and escrow process easier and engaging in training and coaching opportunities that can help our associates take their career to the next level. I am happy to introduce you to our outstanding support staff. We are all personally invested in your success!
JANET REILLY Brokerage Manager Direct: 831.622.4810 Cell: 831.601.3032 Email: Janet.Reilly@SothebysHomes.com Website: www.sircarmelmanager.com My mission is to create a dynamic, energized, supportive and fun environment in which Monterey Peninsula independent contractor sales associates can reach the full level of their career potential. SIR offers an impeccable brand and reputation, strong web presence and world class marketing programs. I believe that one of my great advantages is my knowledge of how to build a sustainable business in a shifting market. My background as an agent, coach and trainer makes me uniquely qualified to help independent contractor sales agents through the challenges this business presents. I believe that one of my strongest attributes is creativity and brainstorming with agents to help them find just the right solution to a problem is the thing I love most about my job. My 35 years in the business, extensive experience as an educator and business development coach, and genuine caring for our associates and staff make me uniquely qualified to work with the most successful Realtors on the Monterey Peninsula. My duties are to manage the operations, growth and profitability of the Monterey Peninsula offices. Of great importance to me is being available as a resource to our independent contractor sales associates and as a non-competing manager that’s how I spend my time.
RUSSELL HAYS Assistant Brokerage Manager Cell: Email:
831.601.9799 Russell.Hays@SothebysHomes.com
I am here to help you GROW your business! Whether you’re looking to grow your inventory levels, closed volume, average sale price, team structure (basically ALL things real estate), my job is to see you succeed at the highest level. I’ve been involved in one form or another of coaching and training since 1989 and in real estate specifically for the past thirteen years. I look forward to assisting you with any of the following: • • • • • • • • •
Coaching Training Business planning Marketing strategies Listing/Buyer strategies Negotiation, contract strategies One-on-one consultations and accountability Financial management Statistics and analytics
JESSICA MILLS Senior Office Administrator Direct: 831.622.4847 Email: Jessica.Mills@SothebysHomes.com I process all commission checks, enter all ratified deals into company databases, handle general office operations, and I act as a liaison between agents and staff to meet agent’s needs. Additionally, I: • Maintain all pending and closed escrow/sales reports in the company’s database, including required changes as necessary. • Process all incoming commission checks per company procedures. • Provide agent orientations – process all licensing paperwork for new and incoming agents; provide an overview of office operations; coordinate agent workspace setup (phones, computers, business cards, forms, etc.); respond to inquiries. • Manage month-end agent billing including reviewing and correcting invoices, maintaining daily records of transactions, collection and processing of payments, and interacting with Accounts Payable as necessary. • Maintain office equipment (telephones, computers, copiers, faxes) and coordinate repairs as necessary; ensure supplies are in stock with all offices.
IRENE WEBB Senior Marketing Coordinator Direct: Email:
831.622.4883 Irene.Webb@SothebysHomes.com
I oversee all Marketing/Advertising: • • • • • • • • • • • • • •
Herald, Pine Cone, Cedar Street Times advertisement (company & individual) International Advertising (CoOp Program), California Guide Photo Evaluation Print On Demand Brochures (POD) for Ocean Avenue and Pacific Grove window display Just Listed / Just Sold Postcards Homes Magazine Carmel Magazine Cloud CMA Rezora Hercules Ad Tracking System Listing Presentation Tech Tuesday Training Advertising Planning Concierge
TONY PENA Marketing Coordinator Direct: 831.622.4809 Email: Tony.Pena@SothebysHomes.com I assist with all marketing initiatives such as: • • • • •
• • • • •
Open Houses Listing Flyers Herald, Pine Cone, Cedar Street Times advertisement (company) Postcards Print On Demand Brochures (POD) for Ocean Avenue and Pacific Grove window display Tech Tuesday Training Hercules Ad Tracking System Listing Presentations Homes Magazine Bio/Headshot on sothebyshomes.com
HANNAH OIKAWA Listing Coordinator Direct: 831.622.4804 Email: Hannah.Rosenblum@SothebysHomes.com I maintain all listings from initial input through the duration of the listing period which includes: • Processing changes in MLS, SothebysHomes.com, and backend system to ensure all information remains accurate and consistent • Managing listing files and confirming all documents are gathered and appropriately executed • Editing photographs and ensuring all photos fit Sotheby’s standards • Communicating with sign vendor to install and remove signs as requested by agents • Assisting agents with listing paperwork, checklist, scheduling property tours, photos, and SothebysHomes.com
NATALIE PITSCHKE Senior Transaction Coordinator Direct: 831.622.4822 Email: Natalie.Pitschke@SothebysHomes.com I create, organize and maintain all escrow files from contract acceptance to close of escrow. My responsibilites include: • Create broker files for each transaction • Maintain and update online SureClose file management system • Monitor and maintain broker files for all transactions • Review documents, signatures, and dates • Coordinate with agent to obtain executed documents prior to close of escrow • Conduct individual closing file review with agent • Maintain trust log for escrow deposit checks, coordinate funds transfers • Assist agent and escrow companies with file access, archival and retrieval • Assist Brokerage Manager with risk management and file review • Manage Broker Zip Forms Plus account and templates • Conduct monthly Zipform Plus trainings for agents
CHRIS ALCANTARA Transaction Coordinator Direct: 831.659.6818 Email: Chris.Alcantara@SothebysHomes.com I organize and maintain escrow files from contract acceptance to close of escrow for the Pacific Grove office. Additionally, I handle: • Clocktower & Carmel Valley Escrows when needed • Creating broker files for each listing and escrow • Maintaining and updating online SureClose file management system • Monitoring and maintaining broker files for all transactions • Coordinating with agent to obtain executed documents prior to close of escrow • Assisting agent and escrow companies with file access, archiving and retrieval • Ensuring documents are properly and fully executed • Offer agents education on SureClose file management system
LIZ BOULLOSA Receptionist/Office Assistant - Clocktower Direct: 831.622.4805 Email: Elizabeth.Boullosa@SothebysHomes.com Based out of the Carmel Rancho office, I am the Director of First Impressions! I answer and direct incoming calls, meet and greet visitors, distribute mail, receive and distribute faxes and keep the office looking professional and tidy.
Additionally, I handle: • Maintain office supplies and equipment (telephones, computers, copiers, faxes, coffee machines, etc.) and coordinate repairs as necessary; ensure supplies are in stock for Carmel Rancho and Carmel Valley offices • Provide daily MLS Hotsheet and Tour to agents • Create, manage, and distribute the Nightly Update • Conference Room Coordinator • Maintains POD brochures for Carmel Rancho and Carmel Valley offices • Facebook Posting • Provide sales associates with support as needed • Coordinates with Janet and Jess for company events and office meetings • Provide administrative support to management and staff as needed
ELIZABETH MOORE Office Assistant - Pacific Grove Direct: 831.920.4560 Email: Elizabeth.Moore@SothebysHomes.com Based out of the Pacific Grove office, I maintain all office support for Pacific Grove and Ocean Avenue offices. I provide assistance with technical functions related to agent’s personal computers, office desktops, document scanning, administrative support and maintaining a professional environment for agents.
Additionally, I handle: • Maintain office supplies, forms, and equipment • Manage/ coordinate floor time schedules at Ocean Ave and Pacific Grove office • Maintain POD brochures on indoor-display and display windows in Ocean Avenue and Pacific Grove offices • Weekly Open House Newsletter • Receive and distribute phone calls, faxes, mail, and packages • Provide administrative support to management and staff as needed • Maintain office equipment (telephones, computers, copiers, faxes, coffee machines, etc.) and coordinate repairs as necessary; ensure supplies are in stock.
SAM HARRISON I.T. Direct: 888.747.4848 Email: Helpdesk@SothebysHomes.com Based out of our San Francisco office, our I.T. support is responsible for assisting all of our office and San Francisco’s. For help with any computer issues, please email or call the Help Desk. If they are unable to resolve the issue immediately, a ticket will be opened and routed to San Francisco., and you will then be contacted.
SAM MCLEOD
Agent Contract Resource Contract Educator Cell: 831.236.3506 Direct: 831.622.4803 Email: Sam@SamMcleod.com I have more than forty years continuous experience as a real estate professional in Monterey County. Starting as a sales agent in 1972, I obtained my broker’s license in 1977.
I am a Realtor Emeritus and, in addition to Janet Reilly, am the agent resource for contract questions. I offer contract classes at the office and I am the resource for broker file review with the staff.