Dec. West USA Orientation

ORIENTATION HANDBOOK

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

Clay Fouts Founder/Chairman

QUAIN Administrative Officer NICK WEITEKAMP Executive Vice President

CLAY FOUTS

Founder/Chairman

CLINT FOUTS President & CEO

TODD C. MENARD COO

DEBBIE

MICHELLE SEALY General Manager

LINDSAY

MARGE

Director of Education

NICOLE PICKINPAUGH Director of Transaction Services

CARRIE LYNN MASON Manager of Culture & Development

GARRETT WALLACE Onboarding Specialist

ADRIANNA VASQUEZ Closing Processor

SHERALEE BANEY Director of Inbound Sales

KEITH FLYNN Director of Digital Marketing WHO’S WHO AT WEST USA

STEVEN FOUTS

SCOTT QUAIN

FOUTS

HAILEY

TERRY OHTON Broker Assistant SAMANTHA BERGMAN Broker Reviewer

DUANE FOUTS

Designated Broker Broker Since 1995

BOB STEPHENS

Managing Broker Broker Since 1984

DUANE FOUTS - Designated Broker

SUSAN HERBER

Managing Broker Broker Since 2003

DEAN N. BECKER

Managing Broker Broker Since 2006

KYLE FOUTS

Managing Broker Broker Since 2005

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

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

KIERLAND

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

ARROWHEAD

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

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

CHANDLER

1850 E. Northrop Blvd. Suite 170 Chandler, AZ 85286 Phone: 480.465.5000 Fax: 480.465.4989

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

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

SURPRISE

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

North Phoenix Kierland

Mesa Chandler

AHWATUKEE

BRANCH

BRANCHES / IBA LOCATIONS

4505 E. Chandler Blvd., #170 Phoenix, AZ 85048

P: 480-893-0600

F: 480-893-2555

BRANCH MANAGER Donna Leeds

BROKER CODE WUSA06

CHANDLER

BRANCH

1850 E. Northrop Blvd., #170 Chandler, AZ 85286

P: 480-465-5000 F: 480-465-4989

BRANCH MANAGER

Kara Gray

BROKER CODE WUSA92

KIERLAND BRANCH

7077 E Marilyn Rd., Bldg. 4, #130, Scottsdale, AZ 85254

P: 480-948-5554 F: 480-991-8573

BRANCH MANAGER Kristy Eckenrode

BROKER CODE WUSA02

NORTH PHOENIX

BRANCH

2355 W. Utopia Rd., #101 Phoenix, AZ 85027

P: 602.942.4200 F: 602.782.2001

BRANCH MANAGER Toni Row

BROKER CODE WUSA94

ARROWHEAD

BRANCH

16150 N. Arrowhead Ftn. Ctr. Dr., #100, Peoria, AZ 85382

P: 623-888-5900 F: 623-487-5099

BRANCH MANAGER Ana Beltran

BROKER CODE WUSA05

GOODYEAR

BRANCH

2920 N. Litchfield Rd., #100 Goodyear, AZ 85395

P: 623-522-5000

F:

BRANCH MANAGER

Janet Musslewhite

BROKER CODE WUSA90 MESA BRANCH

1640 S. Stapley Dr., #124 Mesa, AZ 85204

P: 480-820-3333 F: 480-820-2049

BRANCH MANAGER

Kerri Schlief

BROKER CODE WUSA04

SURPRISE

BRANCH

15128 W. Bell Rd., #10 Surprise, AZ 85374

P: 623-888-5900

F: 623-888-5999

BRANCH MANAGER

Jade Beardsley

BROKER CODE WUSA87

IBA OFFICE LOCATIONS

ESTRELLA

17750 W. Elliot Road, Suite 116, Goodyear

FOUNTAIN HILLS

• 623.474.5900

16622 E. Avenue of the Fountains, #102 • 480.816.4316

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

SNOWFLAKE

80 S. Main Street

• 928.537.3033

• 480.980.3032

LAKE HAVASU CITY 27 S. Acoma Boulevard

• 928.208.2022

SNOWFLAKE

PINETOP SHOW LOW

OVERGAARD

PAYSON

7 DIVISIONS THAT YOU CAN CHOOSE FROM AT ANY TIME

Our group specializes in a multitude of areas, including but not limited to; Distribution, Manufacturing, Service Companies, Professional Practices, Medical Practices, Software & Hi-Tech Companies, Restaurants & Bars, Automotive Service Companies, Beauty Salons & Spas, Dry Cleaners, Franchises, and more!

Our Land Specialists at West USA Commercial serve clients with a hands-on, personal approach. We know knowledge is power; frequent client interaction is essential; in-depth market information and competitive analysis are imperative.

The Boutique Luxury Division within West USA Realty has a primary focus in uniting distinctive properties, ultimate estates and equestrian kingdoms with extraordinary lives.

West USA is a full service brokerage. We offer our agents Commercial, Commercial Leasing, and much more.

At West USA Realty, Inc. to be a member in the New Home Division and represent new home buyers the licensee must be a REALTOR®, and must pass additional education at the Nation’s leading new home sales training companies Hyland Bay.

The Property Management division is a group of dedicated individuals that handle everything from buying and selling homes, to the daily management of residential properties in the Greater Phoenix Area, as well as the surrounding cities.

West USA Realty is a full-service real estate brokerage including residential real estate, a property management division, new homes division, commercial division and luxury homes division.

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

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

GARRETT WALLACE

Onboarding Specialist

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.

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

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• Negotiations

• MLS / CMAs

• Technology needs

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Coaches

• Experienced WestUSA agents

• Vetted and trained

• REACT and ProStart graduate

• Multiple coaches at every branch

• Desire to help fellow agents

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• Interactive website

• Customized business plan

• Tip of the week

Coaching Agreement

• Coaching or Mentoring services available

• No transaction minumum

• Fee Schedule A still applies

• All transactions are subject to fees

SUE

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.

• 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

We’ll do all the paperwork for you!

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

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How do I log in?

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F A Q ' s Frequently Asked Questions

Q ' s Frequently Asked Questions

Smarter Agent

H o m e S t a c k

F

Is it the same app or do I need to download a different app to my phone? It depends on what device you have Please see below

Is it the same app or do I need to download a different app to my phone? It depends on what device you have Please see below

Click LOGIN (not sign-up) on the welcome screen and use the new login credentials that HomeStack has provided to you. You will automatically be logged in as an App Admin

How do I log in?

Click LOGIN (not sign-up) on the welcome screen and use the new login credentials that HomeStack has provided to you You will automatically be logged in as an App Admin

Do my users from my old Smarter Agent app carry over? Yes! We have transferred all of this data over for you

Do my users from my old Smarter Agent app carry over? Yes! We have transferred all of this data over for you

Does my old invite link or QR code work?

Does my old invite link or QR code work?

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

Yes! For now but in time you should begin to start updating your marketing materials with your updated link inside your HomeStack Dashboard under the Marketing Tab Please note your old text code is void

your HomeStack Dashboard and click on the Profile Tab.

How do I update my profile? For example change my photo or bio Visit your HomeStack Dashboard and click on the Profile Tab.

APPLE DEVICES

GOOGLE DEVICES

Please

Play

DOWNLOAD THE WEST USA REALTY APP

Available now for your smartphone or tablet.

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.

Please Add any/all Applicable Documents

Agency Disclosure and Election form

MLS Data Profile Sheets

MLS Agent Version Private Printout

Exclusive Right to Sell/Rent Listing Contract

Referral Agreement, if you are paying a referral to a West USA agent or to another company & a copy of that brokerages W-9

Short Sale Listing Addendum & Seller Advisory, if applicable

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

Seller Property Disclosure Statement (SPDS) or Rental Lease Owners Property Disclosure Statement (RLOPDS)

Affidavit of Disclosure, if property is in an unincorporated county island, never subdivided, and seller is selling 5 or fewer parcels

HOA Addendum

Listing Contract Addendum or MLS Change form Solar Addendum

Proof of Ability to Legally Sign for Entity- See A205 for Signing Instructions

CONTRACT FILE REQUIREMENTS

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.

Please Add any/all Applicable Documents

Agency Disclosure & Election form

Contract / Lease

Earnest Money Receipt

A-106 Disclosure and Release (West USA Form) or Buyer Advisory Referral Agreement, if you are paying a referral to a West USA agent or to another company & a copy of that brokerages W-9

MLS printout showing Pending/UCB

Addendum

Counter Offer / Multiple Counter Offer

Lenders Addendum or Counter, if lender owned property

HOA Addendum

Consent to Limited Representation Form, if both agents are WEST USA agents

Short Sale Addendum

Seller Financing Addendum, if a seller carryback is noted

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

Insurance Claim History or CLUE Report

Seller Property Disclosure Statement (SPDS)

Affidavit of Disclosure, if property is in an unincorporated county island, never subdivided & seller is selling 5 or fewer parcels

ADEQ Septic Inspection or Discharge Authorization (DA), if there is a septic tank on the property

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

Settlement Statement

Buyers Inspection Notice (BINSR)

Solar Addendum

Cure Notice

Commission Instructions

AAR PreQualification form

Proof of Ability to Legally Sign for EntitySee A205 for Signing Instructions

CYNTHIA SCHEIERN MESA 480.292.3959 CScheiern@atsaaz.com

DEIDRE KRYSTEK

ARROWHEAD 602.300.3489 DKrystek@atsaaz.com

MONALISA AMPARAN

AHWATUKEE 480.289.3800 MAmparan@atsaaz.com

VANESSA KRYSTEK KIERLAND 602.475.0531 vkrystek@atsaaz.com

LAURIE MARLOWE MESA 480.290.0948 LMarlowe@atsaaz.com

HELENA NELSON

CENTRAL PHOENIX 480.818.8274 HNelson@atsaaz.com

TERESA WHALEN ARROWHEAD 623.640.3795 TWhalen@atsaaz.com

HCP PROPERTY INSPECTIONS

RESIDENTIAL • COMMERCIAL 623.203.5659 info@hcphomeinspection.com

CANDIS CREEL KIERLAND 602.697 .0232 CCreel@atsaaz.com

BREANNA CASTRO Account Manager 623.500.3825 breanna.castro@oneguardhw.com

PAUL SHERMAN 480.883.9977 paul@lstinsurancegroup.com

602.522.9494

JUSTIN FREDERICK TEAM

Co-Branch Manager

NMLS ID 625918

14100 N 83rd Avenue Suites B-225 & B-250 Peoria, AZ 85381 602-769-1933

justin.frederick@fairwaymc.com

NMLS ID 213804

LESLIE DELMAESTRO GOODYEAR 602.505.0123 LDelMaestro@atsaaz.com YOUR

20359 North 59th Avenue Suite 100 Glendale, AZ 85308 602-670-6771

robin.grivel@fairwaymc.com

NMLS ID 204938

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