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Keller Williams Advantage II Realty 12301 Lake Underhill Road Suite # 111 Orlando, FL 32828 Phone (407) 393-5901 · Fax (407) 393-5911

Agent Handbook no ALC (1) (2) - KW Waterford

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KellerWilliamsAdvantageIIRealty12301 Lake Underhill Road Suite # 111

Orlando, FL 32828 Phone (407) 393-5901 · Fax (407) 393-5911

Win‐Win: or no deal Integrity: do the right thing Customers: always comes irst Commitment: in all things

Communication: seek irst to understand Creativity: ideas before results

Teamwork: together everyone achieves more Trust: starts with honesty

Success: results through people

KellerWilliamsMVVBP

OurMission

To build careers worth having, businesses worth owning, lives worth living. experiences worth giving, and legacies worth leaving

OurVision To be the Real Estate company of choice for agents and their customers

OurValues God, Family, then Business

OurPerspective A technology company that provides the real estate platform that our agents' buyers and

sellers prefer. Keller Williams thinks like a top producer, acts like a trainer-consultant, and focuses all its activities on service, productivity, and profitability.

Our Belief System

LegalName:LTWaterford,LLCBusinessName:KellerWilliamsAdvantageIIRealty

Phone Number: 407-393-5901 - Fax Number: 407-393-5911

Of iceHoursforStaff:Monday – Friday 8:30am – 5:00pm

Agentshave24houraccesstothebuildingwiththedoorcode(DONOTGIVEOUT

CODE!PleasedirectalldoorcodeinquiriestotheDOC)

STELLARMLSHelpDeskNumber: 407-960-5300 LegalHotline: 407-438-1409

KellerWilliamsTechSupport: 512-306-7191 COMMAND:

ScottLeRoyTechSupport: 321-236-2568 eEdge/MarketLeaderSupport: 866-224-9425

FLRealtorsTechHotline: 407-587-1450 OrlandoRegionalRealtorsAssociation: 407-253-3580

FLDepartmentofBusinessRegulation:www.my loridalicense.com

KellerWilliamsMarketCenterNumber: 654

Broker’sLicenseNumber: BK3454837 LTWaterfordLLCLicense#:CQ1024394

EIN/TaxIDNumber: 20‐3631166 HUD/NAIDNumber: LtWtRF1166

Of iceMLSID: 59638 Of ice Email: [email protected]

WiFi Network: KWOrlando— WiFi Password: KWOrlando To set up printers on your laptop, visit www.myvtst.comand submit an e-Ticket.

Of ice Door Code is _________________. My printer code is _______________.

My KW email is [email protected]. Password is ________________________.

MLS ID is __________________________________. MLS Password is _________________________.

myKW username is _______________________________. myKW Password is ______________________.

Important Numbers

Lori Tyrell OWNER

[email protected]

Murray Coleman BROKER/COMPLIANCE [email protected]

Rick Brown

TEAM LEADER [email protected]

407.393.5901

Leira Morton MARKET CENTER ADMINISTRATOR

[email protected] 407.429.2024

Natalie Abedelal AGENT SERVICES COORDINATOR

[email protected] 407.429.2022

Thelma Disla DIRECTOR OF FIRST

IMPRESSIONS [email protected]

407.393.5901

KWWF Leadership Team

Leadership Responsibilities

OperatingPrincipal—Broker/Owner

Compliance Regulations Steering Growth & Visioning

TeamLeader Recruiting/Referring Agents Coaching/Consulting Agents

Expansion & Visioning Keller Williams Value Preposition

Appoint and direct ALC Market Share Growth

MarketCenterAdministrator 1099’s, Accounts Payable Profit Share Questions

Checks & Accounts Receivable Greensheet Instructions & Assistance

Agent Bill Questions & Payments Human Resources Desk/Office Rentals

Compliance

Coaching/Consulting Agents Agent MLS Assistance Compliance Reviews

Legal Dispute/Resolution Transaction Strategies

AgentServicesCoordinator New Agent Technology Setup

(website, myKW, eEdge, etc) Market Center Calendar

New Agent Training/General Agent Questions

New Agent Mentoring General Agent Questions

Team Meeting Agenda/Presentation KW Events Coordination & Planning

DirectorofFirstImpressions Incoming Calls/Faxes

Distributing Mail/Email Class RSVP

Roster Changes (Phone/Email) Code for Printer/Computer Phone Setup & Questions

KW Office Equipment Issues Building Maintenance Issues

Associate Leadership Council

WhatistheALC?The ALC is actively involved in the leadership of the company, holding ownership and management accountable to live within the budget and participates in attaining the goals of the Market Center. The ALC acts as the Market Center’s “Board of Directors.” They have input into the policies of the company. Each ALC has standing committees that focus on various aspects of the business. The standing committees are education, culture, recruiting, inancial planning and technology. WhoistheALC?Typically, the top 20% of the associates in the market center are considered eligible to join the ALC. They meet at least once a month and make major decisions in conjunction with the Team Leader and the Business Operating Partner. The monthly ALC meeting is open to all agents in the of ice. Keller Williams Realty is the only real estate company that “opens the books” to the agents. Associates are encouraged to view the pro it and loss statement monthly in the market center. Believing that people make better business decisions when they are treated like business people, there are not inancial secrets in a market center. Unlike traditional real estate companies, where blanketed decisions are made from a corporate of ice that apply to every one of their of ices nationwide, at Keller Williams, the decisions for each of ice are made by the agents that are doing business in that particular of ice. Who knows better about what an agent needs to be most productive in their particular market than the agents that are doing the most business in that market? Allagentsareencouragedtojoinacommitteeoftheirchoiceas

awaytostayengagedandinvolvedwiththeof ice!

Office Information

Paperwork(ListingsandContracts):All contracts and listings must be submitted to the office for compliance review via Command. Please have all documents submitted within twodaysof taking a listing or getting a signed contract. For questions on this process, please meet with Leadership. AgentBill: On the 15th of each month an invoice will be emailed to you with a detailed breakdown of your monthly expenses ($52.50 plus any postage/desk fees/purchases which are an added charge to agent bill). This full amount is charged to the credit card on file for you on the 25th of that month. Mailboxes: Mailboxes are located inside the black cabinet in the downstairs bullpen. Please make an effort to check and clear your mailbox at least once a week. Overflowing mailboxes may prevent timely delivery of your mail. The mailboxes are sorted in alphabetical order by agent last name. Copier: Your access code should be the last four digits of your SSN unless your leadership informs you differently. Each associate has a unique code. As an agent of Keller Williams Waterford Lakes, Color and black & white copies are unlimited. If you visit another location, you may be charged a copy fee. Lights:Please be sure to turn off all lights if you are the last to leave the office. Make sure that all doors are securely shut.

DressCode:Office dress code is business casual. Scanning: There is a scanning function in the copy machine. The scanner address book contains the email addresses of every KWWF Agent. You may also manually type in email addresses. ConferenceRooms:Please reserve conference rooms for closings and client appointments only . You can reserve them by contacting the DOC. If you need to meet with another agent, please meet in the Southside Boardroom.OfficeEntry: Each door to the office has a keypad lock. Please do NOT give the code to anyone. The code will change every few months for your protection. If anyone requests the code, please have them contact the DOC. KWPolicies: The Keller Williams Policies & Guidelines Manual can be found on your mykw.kw.com on the bottom right corner of the page under Quick Links. A copy is also in the MCA office. VendingMachine: The vending machine is located downstairs in the hallway by conference room #2. KW Advantage II is not responsible for maintaining or stocking the machine. Kitchen:Associates are required to clean up after themselves. Pleasedonotleavedishesinthesinks or countertops. Every Friday, the refrigerator will be cleaned out. Please remove all containers, Tupperware, etc. on or before this day or it will be thrown out.

Advantage Group Affiliates

PropertyManagementGreater Orlando Realty USA, INC.

Christopher McMahon Of ice: 407.405.3100

[email protected]

TitleCompanyMagnolia Closings

Jodi Bond & Britney 12301 Lake Underhill Rd

Orlando, FL 32828 [email protected]

HomeInsuranceAdvantage Insurance Solutions

Homeowners—Health—Life—Auto Independent Insurance Agency

Chris Gordon 1755 W. Broadway St., Ste. 7

Oviedo, FL 32765 Of ice: 407.695.6094

[email protected]

MortgageBank of England

Larry Goss Cell:

TransactionCoordinatorAssist-a-Pro

Marisa Thompson | Alyssa Hanson 941.677.2776 | 941.677.3327

[email protected] [email protected]

4‐1‐1: A productivity tool that drives your goal setting from the desired end results to the present. 4-1-1 stands for four weeks, one month and one year. 8x8: A lead generation schedule consisting of eight touches over eight weeks. A high-impact, high-saturation technique that is designed to put you on top of your potential buyers and sellers. A‐ha: A self-discovery moment, statement, or action you ind inspiring, worth remembering, or motivational. ALC–AssociateLeadershipCouncil:A group of individuals drawn from the top 20% of Market Center producers. They act as the voice of the agents in the Market Center. BigWhy:The biggest motivational factor in your life that pushes you daily to excel and be your best both personally and professionally. Capper: An individual who produces suf icient GCI and contributes enough Company Dollar to the Market Center to satisfy their annual commission Cap requirement. After capping, the individual keeps all commission income. eEdge:A complete lead to close system designed speci ically for Keller Williams from Market Leader to follow the MREA models. GCI—Gross Commission Income: The total amount of commission dollars the agent receives from a transaction.

Kellerisms

MAPS—Mega Agent Productivity Systems:The coaching and training arm of Keller Williams. MAPS offers individual and group coaching services and content to help you achieve higher productivity levels. MC—Market Center: Term used instead of “Of ice” MREA or The Red Book: Millionaire Real Estate Agent book written by Gary Keller and Jay Papasan. MREI or The Blue Book: Millionaire Real Estate Investor book written by Gary Keller. He speaks about making money on investing in Real Estate. MVVBP—Mission, Vision, Value, Beliefs,Perspectives: At Keller Williams Realty, we believe that every business needs to have a MVVBP written down so each agent can see what their goals are. Pro itShare: Amount of Market Center pro it that is sent to KWRI for distribution to the appropriate Associate in the Pro it Share Tree. TheModel: The process set forth by Keller Williams Realty International that describes the guidelines to be followed for the successful launch and pro itable operations of a Market Center.

NameBadges

SpiritGearUnlimited.com www.logospectrum.com

www.houseofmagnets.com www.recognitionexpress.com

BusinessCards

Spirit Gear Unlimited.com

Representative: Scott Silvey 407.543.7446

[email protected]

Eastside Designs Lou Reategui

www.EastsideDesigns.biz Of ice: 321.947.6700

[email protected]

MOO www.moo.com

Vistaprint

www.vistaprint.com

Headshots

Gabriela Molina [email protected]

OpenHouseSigns

Wholesale Print Shop

(407) 730-3496 wholesaleprintshop.com

ForSaleSigns

Oakley Sign Company www.oakleysign.com

Build A Sign

www.BuildASign.com

SignPostInstallersOnly

Greathouse Signs Installers Of ice: 407.880.7446

Start-Up—Frequently Used Vendors

**Youarenotrequiredtousethesevendors.Youmaychooseanyvendor!

KW Cares & KWWF Helping Hands

Helping Hands

KW Cares is a 501(c)(3) public charity created to support Keller Williams associates and their families with hardship as a result of a sudden emergency. Hardship is defined as a difficult circumstance that a person or family cannot handle without outside help. The charity is the heart of Keller Williams culture in ac on – finding and serving the higher purpose of business through charitable giving in the market centers and communi es where Keller Williams associates live and work.

Who is eligible for a KW Cares Grant? Associates of Keller Williams Realty (Associates) and their spouse/domes c partner, children, parents and siblings, and employees of Keller Williams Realty Interna onal (Employees) and their spouse/domes c partner, children, parents and siblings, faced with financial hardship due to unexpected major emergencies, are eligible to apply for KW Cares grants a er a six month wai ng period from their official KW start date.

KW Waterford Lakes Helping Hands was established in 2014 to raise money within the market center in order to provide financial assistance to any member of our own KW family.

Dona ons to both of these chari es are always welcome! You can even donate from your commission checks! Ask your MCA or AMCA for more

details.

GeneralInformationREALTOR Safety

As a REALTOR®, it’s important you have a personal safety protocol

in place that you use every day with every client, like when meeting

new clients, showing properties or sharing information online. There

are also a variety of tools you can add to your personal safety protocol,

such as the smartphone apps and safety products. For more

information, please visit:

http://www.orlandorealtors.org/?page=Safety

https://www.nar.realtor/safety

GeneralInformationGet a head-start on training!

24/7 Online Training: KW Connect

Scott Le Roy Marketing Command

KWConnect is an internet based training program provided by

Keller Williams University. KWConnect brings world class trainers right to your home computer or smart device...any

time YOU want!

Scott Le Roy Marketing provides webinars for myKW, Command, etc. He has live training webinars every month and

records every one! To access KWConnect: Log onto your mykw.com agent page. Click on the Education tab Click on KWConnect Search for any topic you are interested in learning about, and you can learn from KW AND agents from all over the US! To access SLRM webinars: Go to www.SLMWebinar.com for myKW training

GeneralInformationYourTekHub.com

Password is the market center number: 654

The 7 Second Presentation

What should I say?

This is the primary road block new agents have

when they begin their real estate career.

Our training calendar has classes that are loaded

with scripts that will catapult your business. Until

you have time to master those, start with “The

Seven Second Presentation:”

The Seven Second Presentation

“Would you do me a favor? If you know of anyone interested in buying,

selling or investing in real estate, would you give them my card?”

And another idea...

“Be sure and share my KW APP!!”

“THANK YOU!”

KW Steps to Success

Step 1 Join ORRA and MLS Register for MLS training (Email from

MFRMLS-3 classes) Meet with Team Leader Meet with ASC Get a professional headshot Order business cards Find a script/accountability partner Order Name Badge Set up KW Tech, including my KW,

eEdge via Scott LeRoy Marketing

Step 2 Complete MLS training Set up your eKey Attend New Agent Orientation Schedule Ignite Purchase Open House Signs Attend Team Meeting Order your domain name through a

website like GoDaddy.com (optional)

Provide office a copy of headshot Read KWI Policies & Guidelines

Manual Start reading Millionaire Real Estate

Agent

Step 3 Download KW mobile app Start meeting with different vendors

(e.g. lenders, home inspectors, etc) to exchange contact info and flyers

Attend ALC Meeting Establish your CGI goals—Meet w/

Leadership

Step 4 Graduate Ignite Complete your online profile in the

following tools: eEdge MLS Showing Time Zillow Other third-party websites

such as Realtor.com Take a top agent out to lunch or

coffee

KW Steps to Success

WWGKD?

What Would Gary Keller Do?

So many Realtors follow the “Aim THEN fire” idea without ever “firing” or getting out there.

Combine the 7 second script from the previous pages and TAKE ACTION by

following the Steps To Success outlined over the next few pages.

Combining your winning mindset with the tools and training will empower you to build a career and a lifestyle of success!

Ignite Start Date ___________

GeneralInformationKW Steps to Success

Course Date Completed

Instructor Signature

Attend Welcome to the Family! - New Agent Orientation

ORRA Orientation

STELLARMLS Compliance Classes

Contracts 101

Greensheets & DAs

Floor Time Certification

Team Meeting

Team Meeting

ALC Meeting

Floor Time

Floor Time

Floor Time

Floor Time

GeneralInformationKWik Start Program

Course Date Completed

Instructor Signature

Command Class

Mortgage Basics

Tech How-to: List/Buy Presentations

Listing Presentation

Buyer Presentation

CMA Class

Tech Workshop

ASC New Agent Meeting/Mentoring

Leadership Coaching

Leadership Coaching

Leadership Coaching

Leadership Coaching

GeneralInformationKWik Start Program

Course Date Completed

Instructor Signature

Power Hour

Power Hour

Power Hour

Power Hour

Power Hour

Power Hour

Power Hour

Power Hour

Add 200 contacts to database

Host an Open House

Host an Open House

Host an Open House

Host an Open House

GeneralInformationKWik Start Program

By the end of your first month, you should be able to: Write an offer Take a listing (complete all required paperwork) Do a listing presentation Do a buyer consultation

Including knowing the difference between As Is vs. Traditional contract Navigate MLS and Command Complete a CMA

By the end of your first month, you should have: AT LEAST one property under contract (listing or sale) Attended ORRA Orientation/Code of Ethics training Added 200 contacts in your database Developed a vendor list with three companies per category Completed 4 open houses Personalized a 36-touch, 12 Direct, and 8x8 campaign for your contacts What now? Lead generate three hours every day Host AT LEAST one open house per week Shadow a Mega Agent for tips and ideas Continue checking training calendar for events Add all of your contacts to a marketing campaign Join a community or industry related organization, or an organization that

you’re passionate about to NETWORK Wear your Realtor name badge everywhere Check Market Pulse every month to keep up with the market Schedule your FL 45-hour post-licensing course (now offered through Enhanced Ignite classes

I Have a Question About... Who Can Help Me?

ALC Related Question ALC Member

Broker Question / Contract Questions Murray Coleman

Commission Checks / Greensheets Leira Morton

Copier Codes / Copier Issues Thelma Disla

Command Set-Up for Agents Natalie or Scott Le Roy

KW Technology (Marketing, Email, Website) Natalie or Scott Le Roy

KW.com or myKW—Where to Find Answers Natalie or Scott Le Roy

Market Center & Regional Training Events Any staff member

Scott LeRoy Marketing Natalie Abedelal

Office Bill and/or Office Space Rental Leira Morton

On-Boarding Paperwork (New Agent) Natalie Abedelal

Paperwork That Needs to be Turned Natalie Abedelal

Phone Calls / Faxes / Printer Issues Thelma Disla

Production Questions (Volume, Capping) Leira Morton

Profit Share Earnings Leira Morton

Referrals - New Agent Referrals Rick Brown

HaveQuestions?Who do I ask?