WestWords - May 2024

WESTWORDS MAY 2024

I AM WEST USA

MARK MORELOCK BEST REAL ESTATE ADVICE TO GIVE TO CLIENTS FROM BROKER DEAN BECKER

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WAYS YOUR CRM CAN HELP YOU REACH YOUR SALE GOALS FROM WISE AGENT

QUESTIONS TO ASK WHEN SELECTING A HOME WARRANTY COMPANY FROM AMERICAN HOME SHIELD

APRIL

MARKET STATS

HOWARD RUDIN

WEST USA CARES AGENT IN ACTION

MAY

CALENDAR

I AM

M A RK MORELOCK WHAT PEOPLE ARE SAYING...

After struggling with a nice but ineffective REALTOR®, I was given Mark’s name unsolicited from a stranger familiar with my situation. I had been trying to find a home I could afford for 5 months and always missed out. Mark was instrumental in not only negotiating the perfect home, but equally impressive was his ongoing follow through and expertise in all areas of the sale including post sale repairs. He made the entire process fun!

Incredibly insightful, respectful, attentive, forward thinking, armed with contacts to assure a smooth transition in all areas of the home sale and maintenance… I could go on and on. I have never had a more enjoyable and stress-free time purchasing a home thanks to the stellar performance of Mark.

My wife & I just can’t seem to stay in one home. We have owned 9 homes in the last 41 years and only 1 was an investment. Since first meeting Mark over 20 years ago we have bought 6 homes and sold 5 – Mark handled all these transactions for us. He is very well versed in all things pertaining to real estate and his guidance has proven invaluable to us. Mark is a great communicator, attentive, accessible, and a genuine nice person. He has always kept his cool during some of the tough negotiations he has done on our behalf. Mark attends to details so you don’t have problems later in the process! We have recommended Mark to friends and family and they have thanked us for sending such a competent and likable professional.

Mark was awesome to work with and very responsive to our needs and various questions. He made the buying of our dream home painless. Always keeping us in the loop and making sure every step of the way that we were being taken care of. He was just as excited as we were when they accepted our offer. We have not only the best REALTOR® but would now call him our friend. We would highly recommend him.

INSIGHTFUL • RESPECTFUL • ATTENTIVE • FORWARD-THINKING • ACCESSIBLE

28 YEARS

BROKER BLOG FROM DEAN BECKER BEST REAL ESTATE ADVICE TO GIVE TO CLIENTS As a real estate agent, giving the best advice to your clients is crucial for building trust and ensuring their satisfaction. Here are some essential pieces of real estate advice to provide to your clients: 1. Understand Your Budget: Encourage your clients to thoroughly assess their financial situation before starting the home-buying process. Advise them to get pre-approved for a mortgage to understand their budget better and avoid disappointment later on.

2. Focus on Needs vs. Wants: Help your clients distinguish between their essential needs and their nice-to-have wants in a property. Prioritizing their requirements will make the search process more efficient.

3. Location Matters: Emphasize the importance of the property's location. Factors such as proximity to schools, workplaces, public transportation, and amenities can significantly impact their lifestyle and property value.

4. Get a Home Inspection: Advise your clients to invest in a professional home inspection before finalizing a purchase. A thorough inspection can reveal any potential issues with the property and help them make an informed decision.

up-to-date information on current trends, prices, and inventory. This knowledge will help them make informed decisions.

8. Review Legal Documents: Explain the legal documents involved in the buying or selling process and advise your clients to seek legal counsel if needed.

Make sure they understand the terms and conditions of any agreements they sign.

9. Don't Rush: Remind your clients that buying or selling a property is a significant financial decision, and they should take their time to find the right fit. Rushing into a deal can lead to regrets later on.

10. Consider Long-Term Goals: Encourage clients to align their real estate decisions with their long-term financial and lifestyle goals. This perspective can help them make choices that suit their future plans.

11. Stay Emotionally Detached: Real estate transactions can be emotional. Advise your clients to stay as objective as possible and not let emotions drive their decisions. They should focus on the facts and practical aspects of the deal.

12. Communicate Openly: Maintain clear and open communication with your clients throughout the process. Be available to address their questions and concerns promptly.

5. Consider Future Resale Value: Remind clients to think about the property's potential resale value, even if they plan to stay for the long term. Life circumstances Ultimately, the best real estate advice for clients is to can change, so it's essential to consider the property's work with a knowledgeable and trustworthy agent attractiveness to future buyers. who has their best interests at heart. By providing valuable guidance and support, you can help them 6. Negotiate Wisely: Guide your clients through the navigate the complexities of the real estate market negotiation process. Encourage them to be open to with confidence. fair compromises while standing firm on their nonnegotiables.

7. Research Local Market: Stay informed about the local real estate market, and provide your clients with

QUESTIONS, CONTACT:

Managing Broker, Dean Becker | 602.942.4200

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WAYS YOUR CRM CAN HELP YOU REACH YOUR

WITH WISE AGENT

Sales Goals

Running a successful real estate business hinges on tracking sales commissions effectively. You can find a comprehensive solution that stores and presents crucial data for informed decision-making right in your CRM. With its integrated commission reports feature, you can effortlessly monitor closed, pending, and even fallen-through commissions, ensuring transparency and accountability within your team.

Track

Sales Performance

Your real estate commission reports serve as a compass for your business growth. By analyzing trends and patterns, you can gauge whether you're on the path to expansion or if adjustments are needed. Whether scaling your team or reallocating resources, your CRM real estate commission reports provide invaluable insights to keep your business profitable.

Visualize

Progress

Visual representation enhances understanding. Your commission reports present your sales data in easy-to-understand graphs, allowing you to visualize your progress at a glance. Whether you prefer an overview of total numbers or detailed insights into individual transactions, you can customize the display to suit your preferences.

Integrate Your Commission Tracker with Your &

Transaction Management Tools Contact Records In your CRM, commission reports are intricately linked to your properties, transaction checklists, and contact records, creating a unified ecosystem for comprehensive real estate management.

When entering commission information, you can seamlessly tie it to specific properties, ensuring accurate tracking of financial transactions associated with each asset.

Leverage

This integration with transaction checklists streamlines workflow management, enabling agents to monitor progress and milestones effortlessly. Associating commission data with contact records facilitates personalized communication and targeted follow-ups, enhancing client relationships and driving sales.

Additionally, these Commission Reports seamlessly integrate with the goal tracker feature, dynamically updating your annual sales goals in real time as new commission information is entered. This integration ensures that your sales targets remain aligned with actual performance, empowering you to stay focused and motivated toward achieving your objectives.

Digital Ads

The benefits of your CRM include another seamless integration: digital ads. They are a great tool for real estate agents to amplify their reach, generate new leads, and improve your ROI. You can maximize your sales goals by addressing an even larger audience and target the ideal client for each of your listings. Our top technology allows you to track everything from incoming leads to closed deals in one place.

Get Insights

Anytime, Anywhere

Whether you need monthly, quarterly, or yearly reports, your The Commission Reports feature integrated into your CRM offers Commission Reports deliver insights on-demand. Keep track of your a robust solution for real estate professionals like you seeking sales performance and monitor the status of ongoing transactions to streamline their operations, optimize performance, and drive from anywhere, empowering you to stay informed and proactive. business growth. To learn how to utilize the Commission Reports feature to maximize your sales, check out our YouTube tutorial.

Unlock the full potential of your real estate business today!

5 QUESTIONS TO ASK WHEN SELECTING A HOME WARRANTY COMPANY

As a real estate professional, you already know the value that a home warranty can provide for buyers, sellers, and agents alike. A one-year service agreement that covers many home system components and appliances that break down over time due to normal wear and tear, a home warranty can help protect your clients’ budgets from unexpected, covered repair or replacement expenses. The right home warranty can also help real estate transactions go smoothly by helping to mitigate home inspection surprises and other issues that can sometimes throw transactions off track.

It’s your job to help your clients understand the benefits of home warranty coverage, and they may also look to you for recommendations of home warranty providers. Here are five questions to ask that can help you learn about home warranty companies and the services and products they provide:

1 HOW EXPERIENCED IS YOUR COMPANY IN SERVING REAL ESTATE CLIENTS & REAL ESTATE PROFESSIONALS? It’s important to find out whether a home warranty company understands and supports the unique needs of real estate clients and the goals of real estate professionals. As the industry founder and leader, American Home Shield offers innovative real estate edition products designed specifically for home buyers and sellers, as well as discounted pricing for real estate home warranties. With benefits that can help streamline real estate transactions, this coverage can

help add value to transactions and lead to increased buyer confidence and satisfaction. American Home Shield understands that real estate professionals strive to deliver service excellence and build long-term relationships with their clients, which is why the company also offers complimentary marketing materials and a team of professionals to provide information and guidance. In fact, 300,000 real estate transactions each year include American Home Shield home warranties.

2 IS IT HARD FOR MY CLIENTS TO RECEIVE SERVICE FOR COVERED ITEMS? When your clients need to use their home warranty for covered items, it’s important that the provider is dependable and responsive. American Home Shield has 17,000 contractors in their nationwide network, covering 49 states. It’s also easy to request service from American Home Shield.

When a covered item breaks due to normal wear and tear, your clients simply request service online or by phone, 24/7. They’ll pay a pre-set Trade Service Call Fee, and a licensed, local contractor from the network will diagnose the covered item and offer a solution.

3 WHAT KIND OF LIMITS ARE ON YOUR COVERAGE? It’s important for you and your clients to understand what is and isn’t covered in a home warranty plan. American Home Shield makes that easy with its Livable and Forgivable coverage.

• Lack of maintenance • Rust, corrosion, and sediment • Mismatched systems

Every real estate plan offered by American Home Shield is built for every day, real life. There are no age limits, no inspections, and no maintenance records required. In addition, American Home Shield real estate edition plans cover breakdowns due to:

• Undetectable, pre-existing conditions • Improper installations, repairs, or modifications • Removal of defective equipment

• Refrigerant capture, reclaim, and disposal • Permits and code violations

4 DOES YOUR COMPANY STAND BEHIND ITS PROMISES? If your clients are considering a home warranty company, it’s important to verify whether that company actually does what it says it will. American Home Shield has paid $2 billion in warranty claims in the last five years. In fact, American Home Shield is glad for clients to use their warranties for covered items, because it gives the company a chance to exhibit service excellence and build long-term relationships, too.

5 DOES YOUR COMPANY OFFER ANY ADDITIONAL BENEFITS OR SERVICES FOR CUSTOMERS? You want to make sure that your clients get the maximum value out of their home warranty purchase by taking advantage of any extra services or savings. For example, some of the extra benefits offered by American Home Shield to its customers include:

• Rekey service for your clients to have their locks rekeyed • An exclusive discount on several tech installation and setup services • Seasonal HVAC tune-ups

Most important, a home warranty company should welcome your questions and be eager to answer them to make sure that you and your clients feel comfortable and informed.

Derek Riley, Market Manager 480-286-1996 • derek.riley@ahs.com

TODD MENARD'S MARKET STATS APRIL 2024

MARKET STATISTICS

Howard Rudin out of the Scottsdale office found his calling helping families with children get back on their feet and returning stability to their lives. Founded in 1988, Save the Family (https://savethefamily.org) is one of the East Valley’s leading provider of housing and services for more than 600 homeless and impoverished families and children each year.

HOWARD RUDIN If you would like to nominate an agent that is doing great things in the community or making a difference, please fill out the nomination form on the Mywestusa.com website under the downloads tab and the Cares button.

Rudin joined in 1997 as a board member and used his talents and dedication to work with the Affordable Rental Movement of Save The Family which is a separate 501C3 underneath the main organization. According to Rudin “I have led several fundraisers and, also sponsored back to school supply drives, Holiday gifts for kids drive and currently working on send kids to camp fundraiser.”

His dedication as not gone unnoticed with his branch manager Raquel Megge who has seen numerous ways Rudin has engaged her branch into giving back. Megge added “Howard is extremely generous and goes above and beyond to help. He is the first one to step up and he never requires any of the credit. It is an honor and a privilege to have him in the Scottsdale Branch and with West USA.” Save the family offers housing, case management and supportive services. Once housed, Case Managers help parents set and achieve goals geared toward ensuring the family’s long-term housing and financial stability, which often can include securing employment, moving up in the workplace, improving financial literacy, building life-skills, and mental health. The Case Manager helps the family through their entire journey to self-sufficiency.

Their supportive services complement each family’s goals and include career services, budgeting classes, parenting classes, other life-skills classes, and access to in-house mental health support. We also provide multiple supportive services to the children in our program – all focused-on halting cycles of homelessness and poverty. Supportive services are also available to families residing in ARM (Affordable Rental Movement) of Save the Family’s affordable housing program.

Thank you, Howard, for everything you do for our communities.

Hello My Fellow West USA Agents, This is Howard Rudin out of the Scottsdale Office. I am trying to help Save The Family Foundation of Arizona raise $10,000 to send 40 kids to camp this summer. I am going to personally match the first $3,000.00 raised. So, if I can raise $3,000.00 from my friends, family and co-workers; I will personally match it bringing the total to $6,000.

By stabilizing a family’s housing, we can focus on the barriers to self-sufficiency and help families end their homelessness.

We offer a variety of housing programs, tailored to address underlying reasons for their homelessness.

Helping the children enrolled in our programs to navigate through the trauma homelessness causes and supporting families by providing care to each child. With our support, we seek to address and end generational poverty and help our children reach their full potential.

This past summer we did a school supply drive for Save The Family and many of you helped provide much needed school supplies. Thank you to all that were able to help out.

Now, I am asking you to give in any amount to help me raise this $10,000. You can make a check out to Save The Family Foundation of AZ and send it to my attention at the Scottsdale Office through interoffice delivery. Any amount helps!!! All donations will receive a receipt for tax purposes as Save The Family is a 501c3 Non-Profit Organization.

I am a former Board of Director for Save The Family and have been involved with them for over 25 years. I truly believe in the work they do to help families get stabilized and help children get the support they need to be successful and productive citizens.

Please consider making a donation in any amount you can to this worthwhile endeavor.

Thank you for your time!

SAVETHEFAMILY.ORG

M O N DAY

T U E S DAY

W E D N E S DAY

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9:00am - 12:00pm / Zoom FREE REMOTE CE CLASS: Duties to Clients and Customers (3Hrs Commissioner Standards)

10:00am - 11:00am @ Chandler Office How to Create a Fillable SPDS (1 HR General CE)

MAY 2024

T H U R S DAY

F R I DAY

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10:30am - 11:30am @ Arrowhead Office Arrowhead Office Meeting 10:00am - 1:00pm @ Scottsdale Office LIVE CE CLASS:Buyer Broker Now is the Time (3Hrs Contract Law)

4:00pm - 6:00pm @ North PHX Office Call Night: Let’s Convert & Conquer!

9:00am - 10:00am / Webinar West USA Weekly Podcast

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10:30am - 12:00pm / Zoom West USA Agent Orientation

9:00am - 3:00pm / Zoom REACT

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10:00am - 12:00pm @ Surprise Office Surprise Office Meeting

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9:00am - 12:00pm / Zoom FREE REMOTE CE CLASS: Agency and Industry Related Issues (3Hrs Agency Law) 9:00am - 3:00pm / Zoom REACT

9:00am - 3:00pm / Zoom REACT

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10:00am - 11:30am / Zoom Coaching Essential Learning

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10:30am - 11:30am @ Ahwatukee Office Ahwatukee Office Meeting

10:00am - 12:00pm @ Scottsdale Office Scottsdale Office Meeting 4:30pm - 6:30pm @ Revolu Arrowhead Happy Hour

9:00am - 10:00am / Webinar West USA Weekly Podcast

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9:00am - 4:00pm / Zoom ProStart Session 1 (3 Days) 10:00am - 11:30am @ Scottsdale Office Mastermind Meeting with Great American Title

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9:00am - 12:00pm @ Chandler Office FREE LIVE CE CLASS: Duties to Clients and Customers (3Hrs Commissioner Standards) 9:00am - 4:00pm / Zoom ProStart Session 1 (3 Days)

10:00am - 11:00am @ Goodyear Office Goodyear Office Meeting

15 9:00am - 12:00pm / Zoom FREE REMOTE CE CLASS: High Fiduciary Representation (3Hrs Fair Housing)

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9:00am - 12:00pm @ Scottsdale Office LIVE CE CLASS: 1031 Tax Echange (3Hrs Legal Issues)

9:00am - 4:00pm / Zoom ProStart Session 1 (3 Days) 10:00am - 11:00am @ Chandler Office Chandler Office Meeting 10:00am - 11:00am @ Goodyear Office Property Managers Roundtable 4:30pm - 6:30pm @ State 48 Brewery Surprise Happy Hour

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9:00am - 10:00am / Webinar West USA Weekly Podcast

9:00am - 4:00pm / Zoom ProStart Session 2 (4 Days)

10:00am - 11:00am @ Chandler Office East Valley PM Meet Up

10:00am - 1:00pm @ Scottsdale Office LIVE CE CLASS - Advanced Contract Writing (3Hrs Contract Law)

27 ALL OFFICES CLOSED - Memorial Day

22 9:00am - 12:00pm / Zoom FREE REMOTE CE CLASS: Mastering the AAR Residential Purchase Contracts (3Hrs Contract Law) 9:00am - 4:00pm / Zoom ProStart Session 2 (4 Days) 10:00am - 11:00am @ Goodyear Office Goodyear Monthly Coaches Meeting 10:30am - 11:30am @ Stapley Center Mesa Office Meeting 2:00pm - 3:00pm @ Goodyear Office Transacation Coordinator Meeting

28 10:00am - 11:00am @ Chandler Office Agent Insights with Cynthia & Justin - Knock & HELOC Programs

29 9:00am - 12:00pm @ Chandler Office FREE LIVE CE CLASS: 50 Ways to Lose Your License (3Hrs Commisioner Standards)

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23 9:00am - 4:00pm / Zoom ProStart Session 2 (4 Days)

9:00am - 4:00pm / Zoom ProStart Session 2 (4 Days)

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10:30am - 11:30am @ North PHX Office North Phoenix Office Meeting 2:00pm - 3:30pm @ Scottsdale Office Trusted Advisor University with the Cromford Report and Tina Tamboer 4:30pm - 6:30pm @ Backyard Norsdale Happy Hour

30 9:00am - 2:00pm @ North PHX Office Blood Drive 10:00am - 1:00pm @ Scottsdale Office LIVE CE CLASS - TBD

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9:00am - 12:00pm @ Chandler Office LIVE CE CLASS: Get Hitched - Buyer & Seller Exclusively