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
1 #10 #16 #42 #
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. 19
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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