August 2022 Orientation Book

O R I E N TAT I O N H A N D B O O K

“We didn’t invent the 100% concept. We just perfected it.”

Clay Fouts

Founder/Chairman

OUR MISSION

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THE REALTRENDS FIVE HUNDRED

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INDEPENDENTLY OWNED BROKERAGE IN ARIZONA *

INDEPENDENTLY OWNED BROKERAGE IN THE NATION *

FOR TRANSACTIONS CLOSED IN THE NATION **

FOR SALES VOLUME IN THE NATION **

2021

* RISMEDIA ** REAL TRENDS

LOCALLY OWNED • LOCALLY GROWN • NATIONALLY KNOWN

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WELCOME TO WEST USA

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WHO’S WHO AT WEST USA

CLAY FOUTS

CLINT FOUTS

TODD C. MENARD

Founder/Chairman

President & CEO

COO

DEBBIE QUAIN

NICK WEITEKAMP

MICHELLE SEALY

Administrative Officer

Executive Vice President

General Manager

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WHO’S WHO AT WEST USA

MARGE LINDSAY

NICOLE MCGRATH

CARRIE LYNN MASON

Director of Education

Director of Transaction Services

Manager of Culture & Development

PATTY MESSELT

SHERALEE BANEY

Onboarding Specialist

Director of Inbound Sales

KEITH FLYNN

MINDY THOMPSON

Director of Digital Marketing

Director of Career Development

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WHO’S WHO AT WEST USA

STEVEN FOUTS

SCOTT QUAIN

SHANNON FOUTS

Information Technology

Information Technology

Accounting Manager

TERRY OHTON

SAMANTHA FOUTS

Broker Assistant

Broker Reviewer

HAILEY MARTEL

HEATHER DECKERT

SANDRA BALCOM

Graphic Designer

Administrative Assistant

North Phoenix Corporate Office Assistant

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OUR BROKERS

DUANE FOUTS Designated Broker Broker Since 1995

BOB STEPHENS Managing Broker Broker Since 1984

SUSAN HERBER Managing Broker Broker Since 2003

DEAN N. BECKER Managing Broker Broker Since 2006

KYLE FOUTS

Managing Broker Broker Since 2005

DUANE FOUTS - Designated Broker Duane Fouts was born and raised in Montana, moving to Arizona in 1987. He is no stranger to the real estate industry, having started his real estate career in 1988. Duane obtained his Arizona Brokers License in 1995 and spent many years as the Owner/Designated Broker for the largest real estate company in Arizona, managing as many as 1,850 agents in the firm.

BOB STEPHENS - Managing Broker Bob is a past president of SEVRAR, conducts West USA’s weekly sales meetings and co-hosts the Tuesday Morning Webinar. In addition, Bob handles agent calls and consumer complaints. Bob is also known as the “Information Guru” among the West USA family and has been in the real estate industry for over 40 years.

SUSAN HERBER - Managing Broker In 2016, Susan was the President of the Phoenix Association of Realtors while also serving as a Director for the Arizona Regional Multiple Listing Service. She had been a Director with the Arizona Association of Realtors for 7 years and currently serves on the Executive Committee as the Chair of the Professional and Business Development Committee. She holds the Graduate of Realtor Institute Designation and is also a member of the Master in Real Estate Society.

DEAN N. BECKER - Managing Broker Dean has had his Broker”s license for 12 years. In his career in Real Estate, he has advanced from Agent, Associate Broker, Team Leader, to Managing Broker. He holds a Certified Distressed Property Expert Designation and is also a member of SEVRAR.

KYLE FOUTS - Managing Broker Kyle was born in northern Montana and moved to Phoenix with his family at the age of 7. After graduating from Coronado High School, while attending GCU he pursued a degree in Business Administration. After college he joined his family at Dan Schwartz Realty. He went on to get his Brokers license three years later and has been a managing broker here in the Valley for the last fifteen years. In 2004 he married his beautiful wife Lauren, they have 4 children together.

West USA is a member of local and outside area associations

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OFFICES / AMENITIES West USA features upscale, fully-equipped facilities. Each office includes these amenities: Live Onsite Receptionist • Live After-Hours Answering Service • On-Site Office Manager and Support Staff 24/7 Access Professional Waiting and Conference Rooms • Internet Access • Large Flat Screen Televisions State-of-the-Art Computers • Multi-functional Color Copier/Fax/Scanner/Printer • Personal Fax to Email Number Private Offices • Workstations with Wireless Access • À la Carte Transaction Management Services CORPORATE OFFICE 2355 W. Utopia Road Suite 100 Phoenix, AZ 85027 Phone: 602.942.4200 AHWATUKEE 4505 E. Chandler Blvd.

Suite 170 Phoenix, AZ 85048 Phone: 480.893.0600 Fax: 480.893.2555

ARROWHEAD 16150 N. Arrowhead Fountain Center Drive, Suite 100 Peoria, AZ 85382 Phone: 623.487.5096 Fax: 623.487.5099

CHANDLER 1850 E. Northrop Blvd.

Suite 170 Chandler, AZ 85286 Phone: 480.465.5000 Fax: 480.465.4989

GOODYEAR 2920 N. Litchfield Road Suite 100 Goodyear, AZ 85395 Phone: 623.522.5000 Fax: 623.522.5010

KIERLAND 7077 E. Marilyn Road Building 4, Suite 130 Scottsdale, AZ 85254 Phone: 480.948.5554 Fax: 480.991.8573

MESA 1640 S. Stapley Drive Suite 124 Mesa, AZ 85204 Phone: 480.820.3333 Fax: 480.820.2049

NORTH PHOENIX 2355 W. Utopia Road Suite 101 Phoenix, AZ 85027 Phone: 602.782.2000 Fax: 602.782.2001

SURPRISE 15128 W. Bell Road Suite 10 Surprise, AZ 85374 Phone: 623.888.5900 Fax: 623.888.5999

Arrowhead

North Phoenix Kierland

Surprise Goodyear Ahwatukee Mesa

Chandler

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BRANCHES / IBA LOCATIONS

IBA OFFICE LOCATIONS ESTRELLA 17750 W. Elliot Road, Suite 116, Goodyear • 623.474.5900 FOUNTAIN HILLS 16622 E. Avenue of the Fountains, #102 • 480.816.4316

Donna Leeds

Ana Beltran

HEBER/OVERGAARD 1824 Arizona Hwy. 260, Suite A • 928.535.3553 PAYSON 903 E. Arizona Highway 260, Suite 5 • 928.474.2002 PINETOP/LAKESIDE 2482 E. White Mountain Blvd., Suite B • 480.980.2611 SHOW LOW 960 E. Deuce of Clubs • 928.537.3033 SNOWFLAKE 80 S. Main Street • 480.980.3032 LAKE HAVASU CITY 27 S. Acoma Boulevard • 928.208.2022

Kara Gray

Janet Musselwhite

OVERGAARD

SNOWFLAKE

PINETOP

SHOW LOW

Jade Beardsley

PAYSON

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OUR DIVISIONS

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COMMERCIAL REAL ESTATE SERVICES

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ONBOARDING We offer Onboarding Services because we look out for our agents!

Schedule a 1-hour online Onboard Session to log-in and navigate through Dashboards & Emails.

SESSIONS INCLUDE BUT NOT LIMITED TO:

AAR online log in and navigation tour of site of favorites

Transaction Desk with brief navigation of tools

West USA Dashboard complete with navigation tour

West USA email verify log-in and forward if applicable

Cover all resources, divisions, support, & phone numbers

Open forum for questions

Patty is our Onboarding Specialist. She welcomes all Agents and assists with logging in to the West USA Dashboards & West USA emails. Schedule a one hour online Onboard Session to learn how to log-in and navigate!

PATTY MESSELT, M.A. Onboarding Specialist, Co-Director of Coaching 13

INFORMATION TECHNOLOGY

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PRINTING / SIGNAGE / APPAREL We offer our agents an excellent selection of business cards, signage, and apparel.

Go to the Vendor Store for printing/signage at MyWestUSA.com to place your order, or go to ShopWestUSA.com.

For other requests, email build@westusa.com

Apparel

Car Magnets

20”x10”

24”x12”

30”x15”

Business Cards

480.482.7140 Megan Piotrowski

Agent Signs

WestUSA.com

Open House Signs

24”x18” A-Frame

24”x36” Triangle

Apparel

Thank You Cards

Car Magnets Business Cards

Agent Signs

Our Agent Signs come in a variety of sizes from 24”x18” to 24”x36”

Thank You Cards

Open House Signs Shop WestUSA

SCAN THE QR Powered by CODE FOR SHOPWESTUSA.COM ShopWestUSA.com 15

ONLINE WEBINAR

M

9:0ONDAY 0A M

HOSTED BY

MIKE WEINSTEIN

TODD C. MENARD

NICK WEITEKAMP

REALTOR® mikew@westusa.com

Chief Operating Officer toddcmenard@westusa.com

Executive Vice President nweitekamp@westusa.com

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WEST USA CARES CHARITIES West USA Cares is a community outreach initiative with the goal of making a difference through humanitarian and philanthropic assistance in the communities we serve. Through awareness, exposure and hard working Real Estate Professionals, West USA Cares lends a helping hand of support to communities, charitable organizations, families and individuals.

If you would like to get involved with West USA Cares, please call 602.942.4200.

CARRIE LYNN MASON West USA Cares Director

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HEALTH BENEFITS

HEALTH

BENEFITS FOR OUR AGENT FAMILY VISIT WESTUSAHEALTHCARE.COM TO

• BOOK A CALL WITH AN EXPERT • GET AN INSTANT QUOTE • EXPLORE OUR PLAN OPTIONS

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COACHING

DISCOVER COACHING. GAIN CONFIDENCE & EXPERTISE! No matter what stage you are in with your real estate career, there is always a need for a mentor/coach to assist in achieving higher production. Whether you’re new or experienced, if you desire to accomplish greater goals, achieve higher production, learn new systems, enhance lead generation, build a referral based business, or meet more buyers & sellers, then working with a coach is the perfect solution.

Building an Entrepreneurial Real Estate Business • • • •

Business planning and strategy Goal developments and support Accomplish more in less time Increase confidence working with customers

Mentoring & Assisting Agent Transactions • • • • •

Document skills Negotiations MLS / CMAs Technology needs Professionalism & ethics

Coaching Agreement • Coaching or Mentoring services available • No transaction minumum • Fee Schedule A still applies • All transactions are subject to fees

MEET YOUR COACHES PATTY MESSELT, M.A. Co-Director of Coaching, Onboarding Specialist

Coaches

Coaching Materials

• • • • •

• • • •

Experienced WestUSA agents Vetted and trained REACT and ProStart graduate Multiple coaches at every branch Desire to help fellow agents

Manual / Action plan Interactive website Customized business plan Tip of the week

SUE FLUCKE Co-Director of Coaching

Call 602.942.4200 or contact your Branch Manager today.

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PARTN ERSHIPS / TEAMS

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INBOUND SALES DEPARTMENT

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TRANSACTION SERVICES We’ll do all the paperwork for you!

West USA Transaction Services will take on all of the tedious paperwork and details for you, and handle it all with care.

Leverage your time and increase profitability, while focusing on the growth of your business and providing a higher level of service to your clients. You can count on a knowledgeable, efficient, Transaction Coordinator to oversee your files and assure Broker compliance. Save money by eliminating late fees, because your files will always be submitted in a timely manner for Broker Review. Call today for the details about this exciting program.

Time is money...Let us help you earn more!

OFFERINGS: • Delegating transactional tasks can save the agent up to 20 hours per transaction • Track progress and know where things are at all times through our secure transaction platform • Responsiveness and proactive updates based on transaction dates, all the way to closing and beyond

• You will have one dedicated transaction coordinator for you, or your team • Onboarding and Agent set up is free for all West USA Agents • The platform has the ability to notify you in whatever capacity that fits your personal needs (scale back or ramp up as needed for file notifications/emails)

• The agent portal gives you access to your transaction 24 hours a day 7 days a week • The client portal gives your clients access to your transaction 24 hours a day 7 days a week • Customize your communication to include preferred vendors. Use your own vendors or access our vetted network of professionals

Associate Broker, e-PRO, REALTOR® 623.208.7463 TransactionServices@WestUSA.com

NICOLE MCGRATH Director of Transaction Services

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OUR LEADING TECHNOLOGY

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WISE AGENT

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QUANTUM DIGITAL

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THE KNOCK HOME SWAP

TM

PROGRAM

WHY YOUR CLIENTS NEED

KNOCK HOME SWAP

TM

The Knock Home Swap™ Program

GIVES YOUR CLIENTS:

• The abiltiy to buy the home they want before selling the house they have, and skip living through showings & repairs.

• Win their dream home in a bidding war without paying more.

• Sell for top dollar with up to $25k for repairs and our expert listing prep team.

Knock lends your clients money to buy their dream home instantly with an offer that competes with cash.

KNOCK GO

TM

The Knock GO™ (Guaranteed Offer) Program

GIVES YOUR CLIENTS:

• The ability to make an offer as competitive as cash, so your client can win they home they want FAST. • Secure protection against low appraisals ans a guarateed closing date.

• $0 extra fees.

Knock gives your clients the power and certainty of an offer that competes with cash so they can win against other buyers.

YOUR CLIENTS CAN EXPERIENCE THE PERKS OF MAKING A CASH OFFER

WITHOUT BREAKING THE BANK GET KNOCK CERTIFIED: knock.com/certified/NWZP

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FOREWARN

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TM

LISTER ASSISTER

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WEST USA REALTY APP

2•0

THE REDESIGNED & UPGRADED APP s'QAF

FAQ’S

Smarter Agent

s'QAF

Do I need to download a different app toSmarter my phone?Agent It depends on what device youHomeStack have. Please see below.

HomeStack

How do I log in?

Click LOGIN (not sign-up) on the welcome screen and use the new Frequently Asked Questions login credentials that HomeStack has provided to you. You will Frequently Questions ONLY $5/MONTH Is it the same app or do I need to Asked download a different app to my phone?

It depends whatIsdevice you seeto below. automatically beonlogged in as anhave.

App Admin. it the same app orPlease do I need download a different app to my phone?

Re-Register by going to It depends on what device you have. Please see below. www.westusaapp.com do Ifrom log in?my old Smarter Agent app carry over?

Do myHow users Click LOGIN (not sign-up) the welcome screen and use the new login How doon I log in?

Yes! We have transferred ofhas this data over forYou you. credentials that HomeStack provided to will automatically Clickall LOGIN (not sign-up) onyou. the welcome screen and usebe the new login

NEW FEATURES

logged in as an App Admin. that HomeStack has provided to you. You will automatically be credentials

logged in ascode an App Admin.

Does my old invite link or QR work?

• Updated Fresh Interface Do my users from my old Smarter Agent app carry over?

Yes! For now, but in time you should begin to start updating your Do my users my old Smarter Agent app carry over?

Yes! We have transferred all of from this data over for you.

• Custom Push Notifications Yes! We have transferred all inside of this data over for you. marketing materials with your updated link your HomeStack • Exclusive Listings Does my old invite link or QR code work?

Dashboard under the Marketing Tab.link oldshould invite or QR code updating work?

Yes! For now, but inDoes timemy you begin to start your marketing • Chat Yes! For now, in time you should begin to start updating your marketing with your updated inside your HomeStack Dashboard under the Pleasematerials note your old text code link is but void. materials with your updated link inside your HomeStack Dashboard•under theMode Dark Marketing Tab. Marketing Tab. Please note your old text code is void.

• Online Agent Dashboard How do I update my profile?

For example, change Please note your old text code is void. my photo or bio.

• & More!

Visit your and click on the HowHomeStack do I update myDashboard profile? For example, change my Profile photo orTab. bio.

How do I update my profile? For example, change my photo or bio.

Visit your HomeStack Dashboard and click on the Profile Tab.

Visit your HomeStack Dashboard and click on the Profile Tab.

APPLE DEVICES APPLE DEVICES

APPLE DEVICES Your app will update

GOOGLE DEVICES GOOGLE DEVICES

GOOGLE DEVICES

Please delete the current Please delete the current Please Agent deleteApp the current Smarter Agent App Smarter Agent App• Smarter DOApp Store Go Play Store and and download your NOTStore sign up as youDO already Gotoand toGoogle Google Play Store NOT sign up as you already Go to Google Play • download newname app (same are signed are signed up • DO NOTupsign up - you are already signed up download your new app new(same appyour (same just newer version) newer version) Login with your new credentials! name just newer version) Login with youryour new new credentials!

• Login with credentials!

• name Loginjust with your new credentials! with your new credentials!

Login with your new Login credentials!

Your app will update

• Your app will update automatically in the automatically in the App Store automatically in the App Store

DOWNLOAD THE WEST USA REALTY APP Available now for your smartphone or tablet.

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IFOUND AGENT

WE ARE EXCITED TO ANNOUNCE

WEST USA REALTY IS OFFERING iFOUND AGENT CRM STRATEGIES allowing you to connect with your contacts when THEY are thinking about real estate with an easy-to-use, all-in-one real estate marketing platform.

• • • • • •

iFOUND AGENT ALLOWS YOU TO Convert cold contacts into hot leads in 1 day Lock in your customers’ loyalty Save time & money having your website & CRM combined Be the very first agent to know when your prospects are considering a move Provide potential sellers with up-to-the minute comps & data directly from your website Discover properties for your buyers way before the competition does FOR MORE INFORMATION:

WESTUSAWEBSITE.COM 30

CIRCLE PIX

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STAYING CONNECTED WITH WEST USA

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L I STI NG FILE F I LE REQUIREMENTS RE Q U I RE M E N TS LISTING All documents must be legible in the West USA file system. Additional documents or changes might be required once your file is reviewed by the broker.

Exclusive Right to Sell Listing Agreement Profile Sheets MLS Private Printout Referral Agreement, if you are paying a referral to another company Agency Disclosure and Election form, signed by Seller or Landlord Short Sale Listing Addendum, if applicable Seller Short Sale Advisory, if applicable* Lead Based Paint Addendum, if property was built prior to 1978 Seller Property Disclosure Statement (SPDS) Affidavit of Disclosure, if property is in the county and never subdivided* HOA Addendum *For rental or lease listings, these items are not required.

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CO NT R AC T FILE FILE R E Q U I R E M E N TS CONTRACT REQUIREMENTS All documents must be legible in the West USA file system. Additional documents or changes might be required once your file is reviewed by the broker.

Contract / Lease

Lead Based Paint Addendum, if property was built prior to 1978

Earnest Money Receipt, if applicable

Insurance Claim History or CLUE Report

A-106 Disclosure and Release (West USA Form) or Buyer Advisory

Seller Property Disclosure Statement (SPDS)

Referral Agreement, of you are paying a referral to another company or another WUSA Agent

Affidavit of Disclosure, if property is in the county and never subdivided Adequate Septic Inspection, if there is a septic tank on the property

MLS printout showing Pending/UCB Addendum, if any

Domestic Well SPDS and Addendum, if there is a water well on the property

Counter Offers, if any

Settlement Statement

Lenders Addendum or Counter, if lender owned property

Buyers Inspection Notice (BINSR)

HOA Addendum, if property is in an active

Cure Notice

Home Owners Association

Commission Instructions

Agency Disclosure & Election form

PreQual

Limited Dual Consent Form, if both agents are WEST USA agents Short Sale Addendum, if applicable Seller Financing Addendum, if a seller carryback is noted

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SUGGESTION BOX

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FREQUENTLY ASKED QUESTIONS

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INTEROFFICE COMMUNICATION

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AGENT RECRUITING BONUS

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TRUSTED RESOURCES

CYNTHIA SCHEIERN

TERESA WHALEN

VANESSA KRYSTEK

LAURIE MARLOWE

480.292.3959 CScheiern@atsaaz.com

623.640.3795 TWhalen@atsaaz.com

602.475.0531 vkrystek@atsaaz.com

480.290.0948 LMarlowe@atsaaz.com

DEIDRE KRYSTEK

MONALISA AMPARAN

CANDIS CREEL KIERLAND

CENTRAL PHOENIX

602.300.3489 DKrystek@atsaaz.com

480.289.3800 MAmparan@atsaaz.com

602.697 .0232 CCreel@atsaaz.com

480.818.8274 HNelson@atsaaz.com

MESA

ARROWHEAD

ARROWHEAD

KIERLAND

AHWATUKEE

MESA

HELENA NELSON

HCP PROPERTY INSPECTIONS RYAN WRIGHT

RESIDENTIAL • COMMERCIAL

Regional Sales Manager West

623.203.5659 info@hcphomeinspection.com

602.741.9219 r.wright@oneguardhw.com

PAUL SHERMAN

480.883.9977 paul@lstinsurancegroup.com

JUSTIN FREDERICK TEAM

YOUR #1 MORTGAGE SOURCE 602.522.9494

DOMINICK SANTALUCIA

Co-Branch Manager NMLS ID 625918

Branch Manager - Team Leader NMLS ID 204938

14100 N 83rd Avenue Suites B-225 & B-250 Peoria, AZ 85381 602-769-1933 justin.frederick@fairwaymc.com

17215 N. 72nd Avenue, Suite D145 Glendale, AZ 85308 602-524-2421 / 623-321-5816 dominicks@fairwaymc.com www.SantaluciaTeam.com FAIRWAY AZ LICENSE #BK-0904162 ARIZONA LICENSE NUMBER 0911589

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