West USA Realty Agent Orientation v624

ORIENTATION HANDBOOK

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

Clay Fouts Founder/Chairman

1 # 4 #39

INDEPENDENTLY OWNED BROKERAGE IN

*

INDEPENDENTLY OWNED BROKERAGE IN THE NATION * FOR SALES VOLUME IN THE NATION ** #23 FOR TRANSACTIONS CLOSED IN THE NATION **

A LETTER FROM OUR CEO

As the CEO of West USA Realty, I am honored to lead a company that has been dedicated to the success of real estate agents for over three decades. Our story began in 1986 when my father founded West USA with a mission to create a company that was built by real estate agents for real estate agents.

Since then, we have remained committed to this mission and have worked tirelessly to provide the best possible support, training, and technology to our agents. We understand that our clients are our agents, and we believe that their success is our success.

At West USA, we are proud to have a team of dedicated staff who share our mission and are passionate about helping our agents achieve their goals. We are constantly seeking new ways to improve and innovate, and we believe that this dedication has been a key factor in our success.

Over the years, we have faced many challenges, but we have always remained true to our values and our commitment to our agents. We understand that the real estate industry is constantly evolving, and we are committed to staying ahead of the curve and providing our agents with the tools and resources they need to succeed.

I want to take this opportunity to thank you for becoming a member of our Family. It is because of you that West USA Realty has become the success it is today, and we look forward to continuing to grow and succeed together in the years to come.

CLINT FOUTS President & CEO

We Didn’t Invent The 100% Concept, We Just Perfected it.

CLINT FOUTS

President & CEO

DEBBIE QUAIN

Administrative Officer

Vice President

Manager

Assistant General Manager

TODD C. MENARD COO

NICK WEITEKAMP Executive

KRISTY ECKENRODE General

TONI ROW

MARGE LINDSAY

Director of Education

NICOLE PICKINPAUGH

Director of Transaction Services

GARRETT WALLACE

Onboarding Specialist

CARRIE LYNN MASON

Manager of Culture & Development

SHERALEE BANEY Director of Inbound Sales

HURLOCK

Creative Lead

KEITH FLYNN Director of Digital Marketing

HAILEY

SCOTT QUAIN

STEVEN FOUTS

KIM KUSSER BICKEL

TERRY OHTON

SAMANTHA BERGMAN

GRACE BROOKS

Designated Broker Broker Since 1995

SUE FLUCKE

Managing Broker Broker Since 1999

DUANE FOUTS - Designated Broker

Managing Broker Broker Since 2006

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.

SUE FLUCKE

- Managing Broker

Sue was first licensed in real estate in Missouri in 1992 doing residential, commercial & property management real estate. She became licensed in AZ in 1996, a broker in 1999, a Designated Broker from 1999-2002 and has been in management since 1999. Sue was the 2019 President of the Phoenix REALTORS® & a current Director of the Arizona REALTORS® (AAR.) She is the current Treasurer & Legislative Chair of the West Valley Chapter of the National Association of Residential Property Managers (NARPM) and on the Board of the State Chapter of NARPM. Sue has a passion for teaching; counseling agents; training Coaches & new licensees as the West USA Director of Coaching.

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, Ayvery, Sydney, Georgia, & Oliver.

West USA is a member of local and outside area associations

DUANE FOUTS

DEAN N. BECKER

KYLE FOUTS

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

MESA

1640 S. Stapley Drive Suite 124

Mesa, AZ 85204

Phone: 480.820.3333

Fax: 480.820.2049

ARROWHEAD

16150 N. Arrowhead Fountain Center Drive, Suite 100

Peoria, AZ 85382

Phone: 623.487.5096

Fax: 623.487.5099

NORTH PHOENIX

2355 W. Utopia Road Suite 101

Phoenix, AZ 85027

Phone: 602.782.2000

Fax: 602.782.2001

CHANDLER

1850 E. Northrop Blvd. Suite 170

Chandler, AZ 85286

Phone: 480.465.5000

Fax: 480.465.4989

SCOTTSDALE

14350 N. 87th Street Suite 170

Scottsdale, AZ 85260

Phone: 480.948.5554

Fax: 480.991.8573

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

BRANCHES / IBA LOCATIONS

AHWATUKEE BRANCH

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

P: 602-942-4200

BRANCH MANAGER

Donna Leeds

BROKER CODE WUSA06

CHANDLER BRANCH

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

P: 602-942-4200

BRANCH MANAGER

Kara Gray

BROKER CODE WUSA92

MESA BRANCH

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

P: 602-942-4200

BRANCH MANAGER

Kerri Schlief

BROKER CODE WUSA04

SCOTTSDALE BRANCH

14350 N. 87th Street # 170, Scottsdale, AZ 85260

P: 602-942-4200

BRANCH MANAGER

Raquel Megge

BROKER CODE WUSA02

ARROWHEAD BRANCH

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

P: 602-942-4200

BRANCH MANAGER

Ana Beltran

BROKER CODE WUSA05

GOODYEAR BRANCH

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

P: 602-942-4200

BRANCH MANAGER

Janet Musslewhite

BROKER CODE WUSA90

NORTH PHOENIX BRANCH

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

P: 602-942-4200

BRANCH MANAGER

Claudia Ewen

BROKER CODE WUSA94

SURPRISE BRANCH

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

P: 602-942-4200

BRANCH MANAGER

Jade Beardsley

BROKER CODE WUSA87

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.

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.

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

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

Onboarding Specialist

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

IT DEPARTMENT

PODCAST

Tune in every Monday morning at 9:00AM for the very best in training, information, and technology.

This is your chance to be in the know, hear from the industry’s best, and get valuable tips to help increase your real estate business!

To register, go to MyWestUSA.com and select PODCAST.

FACEBOOK

Join the Facebook closed group for your branch location!

AND FOLLOW US ON OTHER SOCIAL MEDIAS

MONTHLY DIGITAL MAGAZINE

Subscribe to WestWords TODAY and stay ahead of the competition!

• I AM West USA Agent Highlight

• Broker Blog

• Vendor Articles

• Market Stats with Todd Menard

• West USA Cares

• Upcoming Event Calendar

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.

HEALTH BENEFITS FOR OUR

AGENT FAMILY

• EXPLORE OUR PLAN OPTIONS V ISI T W E S T U S AH E A LTH C ARE . C O M T O

• BOOK A CALL WITH AN EXPERT

• GET AN INSTANT QUOTE

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

Coaches

• Experienced WestUSA agents

• Vetted and trained

• REACT and ProStart graduate

• Multiple coaches at every branch

• Desire to help fellow agents

Coaching Materials

• Manual / Action plan

• 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

MEET YOUR COACH

CLAUDIA EWEN Director of Coaching Managing Broker

Our mission is to assist our agents in establishing relationships that grow their real estate careers. We do this by providing exceptional team environments that are filed with constant mentoring, training, and accountability. We pride ourselves on showing agents the way to success.

Vision Statement

Our goal is to providing local branch level leadership, lead generation, conversion training, and support to our agents in the Corporate Inbound Sales Programs. •

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

NICOLE PICKINPAUGH Director of Transaction Services

WE OFFER POWERFUL TOOLS TO ALL OF OUR AGENTS...

• Agent Dashboard

• Interoffice Communication Forum

• Proprietary Transaction Management Software

• Text Marketing

• Call Capture with Text

• SEO

• Mobile Tour

• QR Codes

• Listing Reports Statistics

• Social Networking

• Presentation Tour

• Buyer’s Tour

• Logos & Branding

• Email Overview

• Support

• YouTube Video Apps

• Open House Announcer with Text

• Marketing

• Craigslist Ad Generator

• Property Website

• Linking Posting Tool

• ePostcard

• Mobile App

• Flyer Builder

KNOCK HOME SWAPTM

• 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.

•

• $0 extra

Knock gives your clients the

F A Q ' s Frequently Asked Questions

H o m e S t a c k

Smarter Agent

H o m e S t a c k

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

How do I log in?

How do I log in?

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

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?

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

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

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

Frequently Asked Questions APPLE DEVICES GOOGLE DEVICES

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

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

Your app will update automatically in the App Store

• Your app will update automatically in the App Store

Your app will update automatically in the App Store

sign up as you already

• DO NOT sign up - you are already signed up

up

GOOGLE DEVICES

• Please delete the current Smarter Agent App

with your new credentials!

• Login with your new credentials!

DO NOT sign up as you already are signed up Login with your new credentials!

• Go to Google Play Store and download your new app (same name just newer version)

• Login with your new credentials!

Please delete the current Smarter Agent App Go to Google Play Store and download your new app (same name just newer version) Login with your new credentials!

WEST USA REALTY

IS OFFERING i FOUND 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

LISTING FILE 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 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

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

TERESA WHALEN ARROWHEAD

623.640.3795 TWhalen@atsaaz.com

MONALISA AMPARAN AHWATUKEE

480.289.3800 MAmparan@atsaaz.com

TRUSTED RESOURCES

CANDIS CREEL KIERLAND

602.697.0232 CCreel@atsaaz.com

LAURIE MARLOWE MESA

480.290.0948 LMarlowe@atsaaz.com

HELENA NELSON CENTRAL PHOENIX

480.818.8274 HNelson@atsaaz.com

RESIDENTIAL • COMMERCIAL

623.203.5659 info@hcphomeinspection.com

YOUR #1 MORTGAGE SOURCE

602.522.9494

LESLIE DELMAESTRO GOODYEAR

602.505.0123 LDelMaestro@atsaaz.com

CAITLIN BOARDER MESA

602.424.7200 CBoarder@atsaaz.com

DEREK RILEY Market Manager

480.286.1996 Derek.Riley@ahs.com

PAUL SHERMAN

480.883.9977 paul@lstinsurancegroup.com

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

ROBIN GRIVEL Loan Officer

NMLS ID 213804 20359 North 59th Avenue Suite 100 Glendale, AZ 85308 602-670-6771 robin.grivel@fairwaymc.com

DOMINICK SANTALUCIA

Branch Manager - Team Leader

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