OrientationBook_Book_v43

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

To reach the Corporate Office:

602.942.4200 2355 West Utopia Road Suite 100 Phoenix, AZ 85027

OUR MISSION

To be the best agent-centric company by enabling its agents to achieve an extraordinary level of success in their real estate careers by providing the very best in broker services, support, training and technology to serve their clients’ needs.

2

RISMEDIA & RANKING ARIZONA

VOTED ONE OF THE

BEST PLACES TO WORK

2024 20 24 RANKINGS

36 #39

#

TRANSACTIONS CLOSED IN THE NATION

SALES VOLUME IN THE NATION

L O C A L LY O W N E D • L O C A L LY G R O W N

N A T I O N A L LY K N O W N 3

FROM THE CEO

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.

4

WHO’S WHO AT WEST USA

CLINT FOUTS

TODD C. MENARD

NICK WEITEKAMP

President & CEO

COO

Executive Vice President

DEBBIE QUAIN

KRISTY ECKENRODE

TONI ROW

Administrative Officer

General Manager

Assistant General Manager

5

WHO’S WHO AT WEST USA

STEVEN FOUTS

NICOLE PICKINPAUGH

CARRIE LYNN MASON

Director of Operations

Director of Transaction Services

Manager of Culture & Development

MARGE LINDSAY

NICK BUTLER

SCOTT QUAIN

Director of Education

Manager of Sales Training & Development

Information Technology

GARRETT WALLACE

HAILEY HURLOCK

Onboarding Specialist

Creative Lead

6

WHO’S WHO AT WEST USA

TERRY OHTON

GRACE BROOKS

Broker Assistant

Operations Specialist

SAMANTHA BERGMAN

LAMONA FALCON

Accounting Specialist

Assistant Accounting Specialist

HEATHER DECKERT

SANDRA BALCOM

Administrative Assistant

Closing Processor

7

OUR BROKERS

DUANE FOUTS

CLAUDIA EWEN

Designated Broker Broker Since 1995

DEAN N. BECKER

Managing Broker Broker Since 2023

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.

CLAUDIA EWEN - Managing Broker

With over 27 years of real estate experience, Claudia Ewen brings unparalleled knowledge and expertise to West USA’s Broker Team as the newest Managing Broker. As a seasoned negotiator, mentor, and former member of larger teams, Claudia is committed to empowering agents with strategies for complex closings, contract negotiations, and day-to-day challenges. Fluent in Spanish and deeply connected to the West Valley, she is dedicated to fostering success for our diverse team and clients alike.

DEAN N. BECKER - Managing Broker Dean received his Real Estate license after moving to the valley in 2002 and acquired his Brokers license in 2006. He has been a Self-Employed Broker and Designated Broker/ Owner of both a small independent brokerage and an International Franchise brokerage before coming to West USA Realty. Dean has been with the Broker’s Office since 2018 and holds accreditations as a Certified Real Estate Instructor and a Certified Distressed Property Expert. He spend his off time traveling with family around the country for his kids hockey and soccer games.

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

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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

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

SCOTTSDALE 14350 N. 87th Street Suite 170 Scottsdale, AZ 85260 Phone: 480.948.5554 Fax: 480.991.8573

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

Arrowhead

North Phoenix Scottsdale

Surprise Goodyear Ahwatukee Mesa

Chandler

9

BRANCHES / IBA LOCATIONS

AHWATUKEE OFFICE

ARROWHEAD OFFICE

P: 602-942-4200

P: 602-942-4200

Lic#: CO001154007

Lic#: CO001154005

OFFICE MANAGER

OFFICE MANAGER

BROKER CODE WUSA06

BROKER CODE WUSA05

CHANDLER OFFICE

GOODYEAR OFFICE

P: 602-942-4200

P: 602-942-4200

Lic#: CO001154002

Lic#: CO001154030

OFFICE MANAGER

OFFICE MANAGER

BROKER CODE WUSA92

BROKER CODE WUSA90

MESA OFFICE

NORTH PHOENIX OFFICE

P: 602-942-4200

P: 602-942-4200

Lic#: CO001154004

Lic#: CO001154044

OFFICE MANAGER

OFFICE MANAGER

BROKER CODE WUSA04

BROKER CODE WUSA94

SCOTTSDALE OFFICE

SURPRISE OFFICE

P: 602-942-4200

P: 602-942-4200

Lic#: CO001154001

Lic#: CO001154040

OFFICE MANAGER

OFFICE MANAGER

BROKER CODE WUSA02

BROKER CODE WUSA87

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

Donna Leeds

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

Kara Gray

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

Kerri Schlief

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

Raquel Megge

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

Ana Beltran

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

Janet Musslewhite

IBA OFFICE LOCATIONS ALPINE xxxxxxxxxxxxxx • 928.208.2022 ESTRELLA 17750 W. Elliot Road, Suite 116, Goodyear • 623.474.5900 FOUNTAIN HILLS 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 • 928.537.3033 SNOWFLAKE 80 S. Main Street • 480.980.3032 LAKE HAVASU CITY 27 S. Acoma Boulevard • 928.208.2022

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

OVERGAARD

SNOWFLAKE

PINETOP

SHOW LOW

PAYSON

ALPINE

Mary Wilkins

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

Jade Beardsley

10

OUR DIVISIONS

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!

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.

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 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.

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 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.

WHY LIMIT YOURSELF?

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COMMERCIAL REAL ESTATE SERVICES W E ST U SA R E A LT Y CO M M E R C I A L R E A L E STAT E S E RV I C E S REFERRAL FEES TO RESIDENTIAL AGENTS

Please feel free to contact any of these commercial agents directly to discuss your client’s commercial real estate needs and how easy it is to earn a referral fee. All of these agents have the experience and access to CoStar/Loopnet (commercial equivalent to the residential MLS). You can rest assured that all of these West USA commercial agents will work hard to make your client happy.

MICHAEL WOOD

ESTHER PEREZ GALLARDO

JOHNNIE PANFIL

BRANDON DUFOUR

PAUL BLUM

DIRECT/TEXT: 602-790-0190 mwood@westusa.com

DIRECT/TEXT: 602-799-7908 egallardo@westusa.com

DIRECT/TEXT: 623-210-7550 johnnie@westusa.com

DIRECT/TEXT: 480-447-2303 brandondufour@westusa.com

DIRECT/TEXT: 602-369-7575 paul@blumroberts.com

WALTER UNGER

ROB RYAN

TOM KECK

MARCO ZAZUETA

TOM WOLF

LARRY PETERS

DIRECT/TEXT: 520-975-5207 walterunger@westusa.com

DIRECT/TEXT: 602-828-1589 robryan@westusa.com

DIRECT/TEXT: 602-618-7542 tlkeck@cox.net

DIRECT/TEXT: 602-565-7624 marco@westusa.com

DIRECT/TEXT: 602-332-5507 twolf@westusa.com

DIRECT/TEXT: 480-383-3007 lpeters@westusa.com

JAMES HILL

REBECCA ROBERTS

HOWARD RUDIN

RICK SOWERS

ARTURO PLASCENCIA

BENJAMIN ANTON

DIRECT/TEXT: 602-748-6706 jwhillinvestments@outlook.com

DIRECT/TEXT: 602-791-6262 rebecca@blumroberts.com

DIRECT/TEXT: 602-390-8088 howardrudin@westusa.com

DIRECT/TEXT: 480-694-3450 rsowers@aefteam.com

DIRECT/TEXT: 623-330-7707 arturoplascencia@westusa.com

DIRECT/TEXT: 480-225-1429 benjaminanton@westusa.com

BRANDON EDWARDS

YOUNG WINSTON

EVERARDO CHAVEZ

KIMBERLY GATEB

SOPHIA LEWIS

DIRECT/TEXT: 480-215-7806 brandonedwards@westusa.com

DIRECT/TEXT: 602-330-6262 youngimkim@westusa.com

DIRECT/TEXT: 602-535-9607 everchavez@westusa.com

DIRECT/TEXT: 714-483-2936 kgateb@westusa.com

DIRECT/TEXT: 602-706-4700 sophialewis@westusa.com

TARJA “TADIA” PANFIL

ASSOCIATE BROKER DIRECTOR OF COMMERCIAL DIVISION

DIRECT/TEXT: 623-521-4747 tpanfil@westusa.com

F I L O R S Finnish

ASSOCIATE BROKER, CCIM

F I L M R S German

COMMERCIAL AGENT

IM

COMMERCIAL AGENT

FLMO

ASSOCIATE BROKER

FILMOR

COMMERCIAL AGENT

FILMOR

COMMERCIAL AGENT

ILMOR

COMMERCIAL AGENT

F I O R S Korean

ASSOCIATE BROKER, CCIM

ASSOCIATE BROKER

F L M O R S Spanish

FILOR

COMMERCIAL AGENT

COMMERCIAL AGENT

FLOR

F I L M O R S Spanish

COMMERCIAL AGENT

COMMERCIAL AGENT

FILMOR

M

COMMERCIAL AGENT

COMMERCIAL AGENT

F L M R S Spanish

F FLEX /INDUSTRIAL O OFFICE I INVESTMENT SALES R RETAIL L LAND P PROPERTY MANAGEMENT M MULTIFAMILY S SECOND LANGUAGE

FOR

COMMERCIAL AGENT

FIMORP

COMMERCIAL AGENT

FIOR

COMMERCIAL AGENT

F L M O R S Spanish

SALES GRINDER, JD, CCIM

FILO

ASSOCIATE BROKER

FILOR

COMMERCIAL AGENT, MRED

LMOR

COMMERCIAL AGENT

MOR

W W W.W E ST U SACO M M E R C I A L .CO M

602-942-4200

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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

GARRETT WALLACE

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!

Onboarding Specialist 13

INFORMATION TECHNOLOGY

IT DEPARTMENT West USA Realty offers our agents the very best in Customer Service Care. Should you experience issues with any system or process, our IT department is only an email away!

TECHSUPPORT@WESTUSA.COM

?

NEED HELP? Go to your MYWESTUSA Dashboard and click on the Question Mark icon.

SCOTT will contact you shortly.

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MARKETING

EASY- L E A R N IN G O N YO U R TIME !

WE OFFER FREE SOCIAL MEDIA CLASSES!

!

youtube.com/@westusarealty Apparel AGENT BIO & REVIEWS CHATGPT CANVA CANVA VIDEO EDITING

20”x10”

Apparel

FACEBOOK BASICS INSTAGRAM FACEBOOK BUSINESS INSTAGRAM REELS FACEBOOK LIVE LINKEDIN Cards GOOGLE MY BUSINESS Business PINTEREST

REMINDER

Car Magnets 24”x12”

PERSONAL BRANDING PRIVACY PROTECTION 20”x10” YOUTUBE

BEFORE 30”x15” PRINTING OR POSTING, PLEASE SEND TO

Car Magnets ADVERTISING@WESTUSA.COM 24”x12” FOR BROKER APPROVAL. 480.482.7140 Megan Piotrowski

WestUSA.com

Failure to do so could result in fines or re-print costs.

Agent Signs

Open House Signs

Apparel

24”x18” A-Frame

24”x36” Triangle

E ASYO RD ER MARK ET IN G! Business Cards

Car Magnets

Thank You Cards

Business Cards

BUSINESS CARDS

SCAN THE QR CODE TO GO TO Thank You Cards

480

LISTING & OPEN HOUSE SIGNS

Open House Signs WESTUSASHOP.COM

Mega

Open House Signs

Shop WestUSA Agent Signs Powered by Our Agent Signs come in a variety of sizes from 24”x18” to 24”x36”

24”x18” A-Frame

24”x3

ShopWestUSA.com

ThankSOMETHING You Cards WANT WE CAN HELP YOU WITH:

CUSTOM?

LOGOS

OPEN-HOUSE SIGNS

BANNERS

BUSINESS CARDS

PROMOTIONAL ITEMS

POSTERS

EMAIL SIGNATURES

CAR MAGNETS

SOCIAL MEDIA TEMPLATES

AGENT SIGNS Agent SignsLETTERHEADS Our Agent Signs come in a varietyEMAIL of sizes from MARKETING@WESTUSA.COM FOR MORE INFO! 24”x18” to 24”x36”

15

IMA REALTOR REALTOR®

602.555.5555 480.555.5555 imarealtor@gmail.com 1234 E Anywhere Rd, Ste 4, #130 Scottsdale, AZ 85254

ONLINE WEBINAR

JOIN WITH ANY DEVICE Tune in to our weekly podcast as we continue our commitment to bring you 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 business!

THE PODCAST HOSTED BY

M

9:0ONDAY 0A M

MIKE WEINSTEIN

TODD C. MENARD

NICK WEITEKAMP

REALTOR® mikew@westusa.com

Chief Operating Officer toddcmenard@westusa.com

Executive Vice President nweitekamp@westusa.com

To register, scan the QR CODE or go to www.MyWestUSA.com and select PODCAST

16

STAYING CONNECTED WITH WEST USA

LET’S STAY CONNECTED 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 WESTWORD S MAY 2023

OSA HEMBE I AM WEST

USA

RG REAL ESTA

TE ISSUES FOR FROM DEA AGENTS N BECKER

TIPS & TRICK S FOR SUCCESSFU LLY EMA ILING CON

TS WITH YOUR TAC CRM

WAYS TO

AVOID HOME BUYE

REMORSR'S E

APRIL

MARKET ST

ATS

AGENT IN ACTIO

BRENDA WEEN

MAY

CALENDAR Saguaro Flower,

State Flower of

Arizona

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

WESTUSAMEDIA.COM 17

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

19

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 COACH

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

CLAUDIA EWEN Director of Coaching Managing Broker

Call 602.942.4200 or contact your Office Manager today.

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PARTN ERSHIPS / TEAMS

TEAMS WE’VE GOT

• HIRING NOW! TEAMS LOCATED ALL OVER THE VALLEY • LEADS PROVIDED

• TRAINING & ONE-ON-ONE COACHING WITH TOP PRODUCING TEAM LEADERS • TEAMMATES TO CHEER YOU ON • HIGH-VALUE CRM’S INCLUDED

JOIN A WINNING TEAM TODAY! WESTUSATEAMS.COM

21

INBOUND SALES DEPARTMENT 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.

OFFERINGS: • Seller, Buyer, and Rental Leads

• Mentoring

• No transaction fees on rental leads

• Lead Management Software

• Team Environment

• Email Drip Campaign templates

• Training

If you have any questions, please reach out to our Inbound Sales Department.

602-942-4200

inboundsales@westusa.com

22

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 • You will have one dedicated save the agent up to 20 hours per transaction coordinator for you, transaction or your team • Track progress and know where • Onboarding and Agent set up is things are at all times through our free for all West USA Agents secure transaction platform • The platform has the ability to • Responsiveness and proactive notify you in whatever capacity updates based on transaction that fits your personal needs dates, all the way to closing (scale back or ramp up as needed and beyond 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 PICKINPAUGH Director of Transaction Services

23

OUR LEADING TECHNOLOGY

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

• Agent Dashboard

• Open House Announcer with Text

• Interoffice Communication Forum

• Marketing

• Proprietary Transaction Management Software

• Craigslist Ad Generator

• Text Marketing

• Linking Posting Tool

• Call Capture with Text

• Property Website • ePostcard

• SEO

• Mobile App

• Mobile Tour

• Flyer Builder

• QR Codes • Listing Reports Statistics • Social Networking • Presentation Tour • Buyer’s Tour • Logos & Branding • Email Overview • Support • YouTube Video Apps

24

WISE AGENT

Most Recommended CRM

try it free

14 days

A CRM that’s simple, smart, and affordable

wiseagent.com/WUSACRM

480-836-0345

Contact Management

Lead Automation

Transaction Management

Time Management

Landing Pages

Team Features

Software Tools

Commission Reports

Drip Campaigns

Transaction Portal

AI Writing Assistant

Goal Tracker

Built-In Reporting

Facebook & Google Ads

Property Flyers

Starting At:

32 49

$

Exclusive West USA Realty pricing.

Save time & money.

per month

Complimentary one-on-one onboarding included & free 24/7 customer support

Want to learn more? Go to wiseagent.com, call 480-836-0345 or email help@wiseagent.com

25

QUANTUM DIGITAL

26

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

27

WEST USA REALTY APP

ONLY

.0NT0 $5 H ER MO P

OFFERS THE TOP-RATED REAL ESTATE APP TO BETTER SERVE YOUR CLIENTS! Give your clients a tool they can use for years to come.

Your app is buyer, seller, renter, and investor friendly. They can search, save, and set notifications for themselves for any and all searches their path may lead them down. All while being one touch away from you!® s'QAF

Smarter Agent

HomeStack APP FEATURES INCLUDE HomeStack s'QAF

Smarter Agent

Frequently Asked Questions Frequently Questions Is it the same app or do I need to Asked download a different app to my phone?

It depends on whatIsdevice you have. seeto below. it the same app orPlease do I need download a different app to my phone?

It depends on what device you have. Please see below.

How do I log in?

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

Edge to Edge HD Photos

Push Notifications

Saved Searches

logged in as an App Admin.

Do my users from my old Smarter Agent app carry over?

Do my users my old Smarter Agent app carry over?

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

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

Does my old invite link or QR code work? oldshould invite link or QR code updating work?

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

1 Touch Sharing

Direct MLS Feed

Filters

Please note your old text code is void.

How do I update my profile? For example, change my photo or 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 to Google Play Store Go Play Store and and download your NOT sign up as youDO already • Gotoand toGoogle Google Play Store NOT sign up as you already 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) just newer version) Login with your new credentials! name just newer version) Login with youryour new new credentials!

• Login with credentials!

• name Login 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

GO TO www.WestUSAApp.com TO SIGN UP! 28

FOREWARN

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ONLY

.0NT0 $5 H ER MO P

GO TO YOUR MyWestUSA.com ACCOUNT TO SIGN UP! 29

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

LISTER ASSISTER

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AGENT 4M

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ROOMVU

HOW CAN WE MAKE YOU WIN? SERVICES Social Media Automation Avilable for Facebook, Instagram, Linkedin, X, TikTok and Youtube

Light CRM Lead Management, Lead Follow-Up with Video, Respond to Leads by AI

Smart Ads Ads on Facebook & Instagram with readymade video ads

Listings Run customized video ads and automatic posting

Email Campaigns Weekly newsletter to your mailing list

Personal Intro Add personal intro to make videos more dynamic

Customized Videos Get more design choices to make your brand stand out more

FOR MORE INFORMATION VISIT ROOMVU.COM

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CITIZEN

+ About Citizen

Embarking on a new living space should feel like an exciting adventure, not a stressfilled marathon.

That's where Citizen comes in. You've found your new home, but what about all the utilities and services needed for a smooth move-in? Don't worry, Citizen has got you covered. We're the trusted, no-cost moving partner that takes the hassle out of one of the most crucial parts of moving. From essential utilities like electricity, gas, and water to the fun stuff like internet and security systems, we handle it all.

With your best interests in mind, we'll assist in selecting service providers and handle the setup process for you. And the best part? It won't cost you a dime. How does that work? The providers and vendors compensate us with a small referral fee for looking after you.

Move with Citizen, and discover the peace of mind in your journey.

Our Services Make Your Move Easier electric

cable

internet

phone

security

LEARN MORE AT

water

FIND OUT MORE

www.movewithcitizen.com/resident/WestUSARealtySC 34

gas

moving

LI ST I N G FILE FILE R E Q U I R E M E N TS LISTING 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

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CONTRACT FI LE R E QUI R E ME NTS CONTRACT 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

Seller Property Disclosure Statement (SPDS)

Agency Disclosure & Election form

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

Contract / Lease Earnest Money Receipt

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

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

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

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

Settlement Statement

MLS printout showing Pending/UCB

Buyers Inspection Notice (BINSR)

Addendum

Solar Addendum

Counter Offer / Multiple Counter Offer

Cure Notice

Lenders Addendum or Counter, if lender owned property

Commission Instructions AAR PreQualification form

HOA Addendum

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

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

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SUGGESTION BOX

WE WELCOME YOUR SUGGESTIONS!

suggestionbox@westusa.com 37

FREQUENTLY ASKED QUESTIONS

FAQ Q: How do I ask a broker a question?

A: Call 602.942.4200 and ask to speak with the broker.

Q: Who do I call if I have a question about why a specific file requirement is being asked?

A: Call your Office Staff.

Q: Where do I find the West USA Realty Policy & Procedure Manual?

A: The Policy & Procedure Manual is located at mywestusa.com, under the Downloads tab.

Q: What is our HUD SAMS Number?

A: Our HUD SAMS #: WUSRLT4751 Q: Where do we find the company W-9 form?

A: The W-9 is located at mywestusa.com, under the Downloads tab.

Q: Where do I find West USA A-Forms?

A: All company transaction forms are located at mywestusa.com, under the Downloads tab.

Q: Where do I find my Transaction File requirements?

A: File requirements are located at mywestusa.com, under the Listings or Contracts tab.

Q: Where do I upload my Listing and Contract files?

A: Upload your listing and contract documents on mywestusa.com, under the Listings or Contracts tab.

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Q: Where do I find my recent office bill?

A: Find your ‘recent bill’ at mywestusa.com, under the Reports tab.

Q: How do I access West USA logos?

A: Find all of our division logos at mywestusa.com, under the Office Links Tab or Downloads tab.

AGENT RECRUITING BONUS

SPREADING THE WORD

PAY$ OFF! When you recruit an agent to West USA, you will receive $25/CLOSING!* *Some restrictions apply. Reach out to your manager for more information.

RECRUITING

BONUS Get a $100 CREDIT to your account* when you refer an agent who signs on with us until the end of the year! *That’s $100 for every agent you refer! AND, it’s on top of the usual $25 per closing fo the referred agent.

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TRUSTED RESOURCES

HCP PROPERTY INSPECTIONS

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Thank You FOR ATTENDING

GO OUT AND

SELL A HOME!