UPCOMING News, Views and Updates EVENTS KELLER … · around the world. Together, our associates...

20
KWTSR Staff 2 2019 ALC 3 Family Reunion Mega Camp 4 Bold, Ignite, Shirt Book Club 5 KW Technology Update 6-7 Calendar 8-9 Office Photos 10-11 KW Resources 12-13 Compliance, Indeed, Keller Mortgage, Towne Square Title 14-15 KW Arwards, Happiest Place, Productivity, Live Stream Calendar The KW Story 16-17 18-19 JANUARY 10, 2019 ISSUE 20 UPCOMING EVENTS News, Views and Updates I N S I D E Keller Williams has surged past industry giants like RE/MAX, Coldwell Banker, and Berkshire Hathaway HomeServices to become the number one real estate franchise in agent count, closed units, and closed sales volume in the United States. In 2018, the company’s 155,000 U.S. agents closed more than 1 million units, generating more than $300 billion in sales revenue. “We’re proud to be in business with associates who are focused on growing big businesses so they can fund their lives and create opportunities for their families,” CEO John Davis says. “And, while we’re cer- tainly excited for our people and their incredible increases in agent pro- duction and market share, we know we’re just getting started. We’re committed to continuing to raise the bar and providing even more value for agents and their clients.” Keller Williams Towne Square Realty has certainly seen the results of the worldwide popularity of KW by in- creasing it’s agent count by over 10 percent in 2018. “Agents want to come here. They want to be at Keller Williams Towne Square due to our training, our culture and our Operating Principal, Michael Brand’s, foresight to expand our “State-of-the-Art” office so they are more comfortable at the office. Says Rich Turnbull, Team Leader. 222 Mount Airy Road, Basking Ridge, New Jersey 07920 908.766.0085 - www.kwtownesquarerealty.com Rich Turnbull Team Leader Michael Brand Operating Principal KELLER WILLIAMS #1 in the WORLD KELLER WILLIAMS TOWNE SQUARE REALTY #1 IN THEAREA

Transcript of UPCOMING News, Views and Updates EVENTS KELLER … · around the world. Together, our associates...

Page 1: UPCOMING News, Views and Updates EVENTS KELLER … · around the world. Together, our associates share in this moving and uplifting presentation before returning home to their families

KWTSR Staff 2

2019 ALC 3

Family Reunion

Mega Camp

4

Bold, Ignite,

Shirt Book Club

5

KW Technology

Update

6-7

Calendar 8-9

Office Photos 10-11

KW Resources 12-13

Compliance,

Indeed, Keller

Mortgage,

Towne Square

Title

14-15

KW Arwards,

Happiest Place,

Productivity,

Live Stream

Calendar

The KW Story

16-17

18-19

J A N U A R Y 1 0 , 2 0 1 9 I S S U E 2 0 UPCOMING

EVENTS

News, Views and Updates

I N S I D E

Keller Williams has surged past industry giants like

RE/MAX, Coldwell Banker, and Berkshire Hathaway

HomeServices to become the number one real

estate franchise in agent count, closed units, and

closed sales volume in the United States. In 2018, the

company’s 155,000 U.S. agents closed more than 1

million units, generating more than $300 billion in sales

revenue.

“We’re proud to be in business with associates who

are focused on growing big businesses so they can

fund their lives and create opportunities for their

families,” CEO John Davis says. “And, while we’re cer-

tainly excited for our people and their incredible increases in agent pro-

duction and market share, we know we’re just getting started. We’re

committed to continuing to raise the bar and providing even more value

for agents and their clients.”

Keller Williams Towne Square Realty has certainly seen

the results of the worldwide popularity of KW by in-

creasing it’s agent count by over 10 percent in 2018.

“Agents want to come here. They want to be at

Keller Williams Towne

Square due to our

training, our culture

and our Operating

Principal, Michael

Brand’s, foresight

to expand our

“State-of-the-Art”

office so they are more comfortable

at the office. Says Rich Turnbull,

Team Leader.

222 Mount Airy Road, Basking Ridge, New Jersey 07920 908.766.0085 - www.kwtownesquarerealty.com

Rich Turnbull

Team Leader

Michael Brand

Operating Principal

KELLER WILLIAMS #1 in the WORLD KELLER WILLIAMS TOWNE SQUARE REALTY #1 IN THEAREA

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2

Maryellen Itz is the

Office Coordina-

tor. She is the front

desk call facilita-

tor; compliance

and the general

“go to” for all things in office. [email protected]

Michael Brand is the

Operating Principal with

other offices in Morristown,

Long Island and

Connecticut. [email protected]

Rich Turnbull is the Team

Leader in charge of

growth, productivity and

profitability. [email protected]

Therese McGowan is the Mar-

ket Center Administrator in

charge of all things financial

including commissions,

accounting, forecasting and

budgeting. [email protected]

Debbie Guglietta is the

Assistant Market Center

Administrator in charge of

new agent orientation,

transaction compliance as

well as assisting the M.C.A. [email protected]

Dillon Bryant is the Director of

Agent Services and

Technology assisting agent

onboarding and all things

technical with the

Keller Williams Systems [email protected]

Ryan McNish-

Dubey is our

Productivity

Coach.

Working with

new and

existing agents - she points

you in the right direction for

using the KW systems and

models to help grown your

business. [email protected]

Mitch Ross handles

Technology Coordi-

nation on nights

and weekends .

He is also the Ignite

Coordinator as well

as teaching eEdge, MyKW,

Dotloop, RPR and more. [email protected]

KWTSR Staff Keller Williams Towne Square Staff is there to assist with all of your office needs.

Roxanne Formisano is the

Managing Broker and Broker

of Record over seeing all

compliance matters of

KWTSR including all legal,

arbitration and commission

issues. [email protected]

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The ALC is actively involved in the leadership of the company, holding

ownership and management accountable to live within the budget and

participate in attaining the goals of the Market Center.

A covenant agreement of ALC responsibilities is entered into by all ALC

members. .

As Guardians of the culture, The Associate Leadership Council (ALC) serves as our

“Board of Directors” and is selected based on leadership, productivity and culture

of the Keller Williams Towne Square Realty’s agent body in our Market Center. Their

purpose is to guarantee our associates a vehicle for giving direct input as to the op-

eration of our company and to drive Market Center production, profitability,

growth and culture. All agents are invited to participate on committees and at-

tend the monthly ALC meetings.

Courtney Orlando

Marketing Committee

Jim Kontopodias

Technology Committee Marjorie T. Brown

Finance Committee

Karen Tyrell

Education Committee

Ryan McNish-Dubey

Growth Committee

Gerri Perez

Growth Committee

Shari Pollak

Events Committee

Regina Burke

Culture Committee

Roselynd Hughes

Culture Committee

2019 Associate Leadership Council The ALC is the guardians of the culture and gives the office direction.

KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

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Family Reunion Heads to New Orleans Keller Williams Family Reunion is the real estate industry’s most powerful training event

At Family Reunion, Keller

Williams associates will gather,

February 15th—19th , with

thousands of top

agents and

leaders for four

power-packed

days of network-

ing, training and

inspiration.

Join Keller Wil-

liams CEO John

Davis and other

Keller Williams executives for

their annual State of Your Com-

pany presentation. Hear exciting

announcements about what

we’ve accomplished, major

milestones for the

company and where we are

going in the coming years.

Keller Williams Co-founder and

Chairman of the Board Gary

Keller dives into the status of the

real estate market and what it

means for your business. Find out

what economic indicators

mean for real estate and what

the industry is expected to look

like for the next year.

Join Keller Williams associates for

the biggest party of the year.

Break out your best costumes

and enjoy a night of games,

music, dancing and fun! This will

be a celebration you don’t

want to miss.

Choose from hundreds of

breakout sessions and build the

agenda to best help you in your

business. Topics range from lead

generation and open houses to

Listing presentations, Marketing

strategies, New Technologies,

investing and expanding! This is

the opportunity to tailor your

Family Reunion experience to

get the best value for you!

Conclude your Family Reunion

experience with this heartwarm-

ing session in which Mo Ander-

son and her special guests share

stories of strength, perseverance

and inspiration. Inspirational

Morning is the most powerful dis-

play of Keller Williams culture

and how it affects people

around the world.

Together, our associates share in

this moving and uplifting

presentation before returning

home to their families and

businesses.

See Maryellen Itz, Office Coordi-

New Orleans - February 16th -

The Mega

Camp Summit is

the place,

where

top-producing

professionals go

to focus,

embrace the

opportunity and

connect with the industry’s

most esteemed leaders.

Mega Camp provides the

opportunity to the attendees

to take your business

to the highest level

possible with

groundbreaking

strategies, profound

insights, and

cutting-edge trends.

2019 edition of Mega

Camp Summit will be held at

Austin Convention Center,

Austin starting on 13th August.

It is a 4 day event.

For more information, see Rich

Turnbull, Team Leader.

Austin, Texas - August 13th - 16th

Mega Camp: Where Top Producers Go To Focus

Austin, Texas

4

KWTSR Agents at Mega Camp 2018

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Morristown Location

Bold Coming To Area Starting January 17th

KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

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In this interactive

20 day, 12 session

course, you will do

activities and learn

skills to grow your

business.

The agents contin-

uing the

activities taught in

this course have

seen a tremendous

increase in their

business.

Mitch Ross, Educa-

tion

Coordinator, has

an exciting

group of estab-

lished agents who

will be guest

instructors and sit

on panels through-

out this session.

Ignite is from 9:30 -

12:30 on Monday,

Wednesday and

Friday and starts

on January 7th

and runs through

February 1st.

This class is definite-

ly for new agents

and is a must for

any agent who

wants to increase

their business in

2019. Let this be

the year you

achieve your

goals!

See Mitch Ross,

Technology

Ambassador more

details.

Blast Off with Ignite

Mitch Ross

TO HELP REAL ESTATE AGENTS INCREASE THEIR PROFITABILITY,

KW MAPS COACHING OFFERS BOLD: BUSINESS OBJECTIVE,

A L IFE BY DESIGN!

Written by Dianna Kokoszka, BOLD

teaches techniques that propelled

Kokoszka’s million-dollar real es-

tate career and secured her

place as the industry’s “queen of

systems and scripts.”

BOLD conditions agents with pow-

erful mindset exercises, language

techniques, and lead generation

activities. This transformative program increases

sales through the relentless pursuit of leads and

business-building activities. Discover the trans-

formational results BOLD will have on your life and career. Choose abundance for your life.

Last year, BOLD graduates INCREASED their CLOSED TRANSACTIONS by 50% and INCREASED

their INCOME by 114%. Bold starts on January 17th in Morristown. For more on how you can

change your business - see Rich Turnbull, Team Leader

Previous KWTSR Bold Graduates

Put your business into another

gear—shift!

Change your thinking, your

focus, your actions and

ultimately, your results.

SHIFT explains how to get back

in the game and ahead of the

competition, specifically in a

changing market. The tactics

that jump-start the real estate

business in tough times will

power it forward in good times.

Shift Book club started January

8th but it’s not too late to get

involved. See Rich Turnbull for

more details.

SHIFT Book

Club Starting

Dianna Kokoszka

Page 6: UPCOMING News, Views and Updates EVENTS KELLER … · around the world. Together, our associates share in this moving and uplifting presentation before returning home to their families

K W Tech n ol ogy U p dat e

KW TECH GROWS

STRONGER WITH

ACQUISITION AND

PARTNERSHIPS The industrial age of real estate

is moving at the speed of light.

And Gary Keller, co-founder of

Keller Williams, has emphasized time and again that technology companies

are rushing into real estate and jockeying for every agent’s data.

To help agents be competitive in today’s fast-paced digital boom, Keller Wil-

liams has acquired Smarter Agent and is partnering with KUNGFU.AI and

Cognitive Scale to make the company’s technology smarter, faster. The part-

nerships come on the heels of the company’s successful pivot to tech, the birth

of the Keller Cloud, as well as an award-winning AI assistant.

Smarter Agent acquisition to help agents create branded search apps Early in September, Keller Williams acquired Smarter Agent, the most widely

used mobile platform, operating in more than 3,000 brokerages across the

country. The move perfectly positions the company to compete with big play-

ers like Zillow and Redfin. In fact, when news broke of the acquisition, Zil-

low’s stock fell by 7 percent.

The Smarter Agent platform helps agents create branded search apps across

650 multiple listing services. Josh Team, chief innovation officer at Keller Wil-

liams, says, “We are building the end-to-end platform for real estate. Smarter

Agent, our agent’s branded mobile app, will be connected in real-time with

their database, marketing plans, and Kelle – our AI – as part of an all-in-one sys-

tem, allowing Keller Williams agents to simplify their life and focus on providing

the best consumer experience.”

The Times Are Changing for Real Estate Technology

Product

Development

Through Labs

Mastermind All labs begin with

masterminds. This is

where an initial

group of agents

share a problem

they would like

solved and collabo-

rate, brainstorm and

whiteboard potential

technology solutions

for the KW team to

build or features and

components they

would like to see

added to an existing

product.

Collaboration From there, KW tech-

nologists and prod-

uct teams connect

with the agents to

design what a po-

tential solution and

an ideal

experience might

look like

Design Information gath-

ered at the collabo-

ration and master-

mind phases are de-

livered to designers

who create initial

designs to give eve-

ryone a visual repre-

sentation of what a

product may look

6

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KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

KUNGFU.AI partnership unleashes even more insights to agents Additionally, Keller Williams has partnered with KUNGFU.AI, an Austin-based ar-

tificial intelligence services organization. The goal is to build a new and robust

real estate contract-reading skill for Kelle: a proprietary AI-powered virtual as-

sistant exclusively for KW agents.

Launched in mid-February of 2018, Kelle has more than 97,000 monthly active

users and the Kelle mobile app has over 120,000 downloads.

The partnership will allow Kelle to scan, read, and deliver the details of a hand-

written and typed PDF-based real estate contract to the agent in about a mi-

nute. Using computer vision technology, KUNGFU.AI returns critical information,

such as sales price, from contracts via Kelle into the proprietary CRM platform,

KWCommand. The innovative offering, available soon, cuts down on time and

manual data entry, allowing the agent and client to move faster through the

home-buying process.

“With KUNGFU.AI, we’re adding top experts and leaders in

the field of artificial intelligence to our strong internal devel-

opment team,” said KW Chief Product Officer Neil Dholakia

in a press release. Through this partnership, we will bring a

highly anticipated new Kelle skill to our agents fast.”

Cognitive Scale partnership opens the door for faster AI

innovations To speed up the development of technology products that

make it easier for agents to do business with their clients, Kel-

ler Williams has partnered with CognitiveScale, a leader in

augmented intelligence software. The move hastens the de-

velopment of new skills for Kelle. Instead of working on new

features one at a time, CognitiveScale’s Cortex 5 allows Kel-

ler Williams to speed up the ability to create, test, and roll out

multiple new AI innovations.

As more and more data is powered through artificial intelli-

gence, these acquisitions and partnerships give Keller Wil-

liams the advantage of working with like-minded companies on Keller Wil-

liams’ proprietary networks to mature the company’s technology faster and

make the Keller Cloud and Kelle stronger.

The growth of its technology offerings fortifies the company’s competitive

edge. Gary Keller reiterates that technology advances will protect agents.

“Putting technology that works into their hands is the only thing we’re focused

on.”

The KW Data Rights Pledge

As Keller Williams inks new deals and expands the list of partners plugging into

and supporting the Keller Cloud, the KW Data Rights Pledge remains intact.

We will always respect your data as your business and we will always allow you

to take your data with you.

Product

Development

Through Labs

Incubation Designs are sent to the

product development

team. The team devel-

ops initial samples of

how the product will

look and function. At

this stage, the product

really comes to life!

User Testing Agents – hundreds or

thousands – are invited

to help technologists

test the product and

give direct feedback

on bugs, as well as fea-

tures and components

they’d like to see in fu-

ture iterations.

Iteration Agent feedback from

the user testing phase is

consolidated and deliv-

ered to product teams

to iterate and create

the next version of the

product.

Please share your

feedback or ask

any questions by

sending an email

to [email protected].

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P A G E 8 P A G E 8

September 2015

8

Monday Tuesday Wednesday Thursday Friday

KWTSR T ra in ing and Event Calendar

January 2019

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P A G E 9 P A G E 9

SUN MON TUE WED THU FRI SAT

1

2 3 4 5 6 7 8

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23 24 25 26 27 28 29

30 31

September 2015 Keller Williams Towne Square Realty

KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

Monday Tuesday Wednesday Thursday Friday

KWTSR T ra in ing and Event Calendar

February 2019

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Office Photos

10

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KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

Office Photos

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KW’s RESOLVE TO BE REMARKABLE Here are the Top 10 Tools to Crush Your Goals in 2019

1) Family Reunion

Beignets, business, AND the Big Easy? Get up-to-speed on

ongoing innovations, discover competitive strategies, and

create endless opportunities for referrals. It is Keller Williams

#1 company event . It doesn’t get any better than this!

Get your tickets before it’s too late!

2) BOLD

Ready to change your mindset? Cut through the clutter

and head straight for your dream with this seven-week,

transformative journey. Be prepare to create and work

your database as you join 100’s of others that also want to

increase their business.

3) Latest in Labs

What will 1 billion dollars buy you? The best technology that

any Real Estate company has to offer. The fastest way to

learn what’s cooking in KW Labs: the innovation arm of our

company where we build tech side- by-side with you!

4) Keller Cloud

Keller Cloud and its business-boosting components have be

come a reality. Protecting your data is one of the most

important goals you should have. Keller Williams Realty

international is at the forefront of technology by miles.

5) Kelle

“Hey, Kelle. Help me win more business in 2019.” Kelle is your

always-on-call, personal assistant – built to help drive your

business. Kelle is the mobile app “face” of KW command.

What you can do on your computer with Command - you

can now do on your phone or tablet with Kelle.

6) Command

Optimize and manage your business with simplicity! This

operational desktop system houses your critical

applications in one convenient place. Manage your database, create insights, place Facebook and Google PPC ads and more.

12

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KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

7) Good Reads

Arm yourself with knowledge… These

reads are foundational for this year’s

success:

The ONE Thing: Get your mind right and

get motivated to hit your goals.

The Millionaire Real Estate Agent: The

book that started it all.

SHIFT: A market shift is here… Are you going to let it break you or MAKE you?

8) Group Coaching

Webinars, pre-recorded videos, and calls provide training

for skill-specific goals. . Keller Williams Realty International

provides some of the best and most well trained Real

Estate experts for your convenience.

9) Live Stream Training

The fastest way to learn what’s cooking in KW Labs: the

innovation arm of our company where we build tech side-

by-side with you! Visit the Education tab within your MyKW

control panel and see all the daily training videos and

livestreams.

10) KW Maps Coaching Podcast Real-world business strategies for you to listen to in your car,

your home … anywhere! Similar to the Live Stream Training

but only in audio for your traveling pleasure.

11) KWTSR Training

Daily training at our Keller Williams Towne Square “State-of-

the-Art” training room. KWTSR provides many instructors

including our Team Leader, Operating Principal, Agents

and more.

12) KWTSR Added Resources

The management at KWTSR continually ensures that you

have the best tools in your hand. Including Tool Kit CMA,

RPR, Scott LeRoy Marketing, Cole Resource, Michael Lewis

Marketing and more.

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Great cultures, it turns

out, can happen any-

where — in

every sector,

in any kind of

business. In

fact, the com-

panies making

up this year’s

top-rated

workplaces:

culture rankings represent a

broad range of industries from

tech to real estate to

fast-food to transpor-

tation to

community-centered

non-profits.

At number one is Kel-

ler Williams Realty,

the world’s

largest real estate

franchise.

Keller Williams, who also

topped this year’s work/life bal-

ance rankings, prioritizes

employee education by

providing in-person and online

classes as well as coaching op-

portunities.

Keller Williams also invests in lo-

cal communities by dedicating

an entire day each year

to volunteering and

community service.

The company goes

out of their way to

support

employees during

hard times as well

— through their

charitable branch

called KW Cares,

the company offers

financial assistance to agents

and their families going through

sudden hardship.

For more information on KW

Cares and Red Day contact

Regina Burke at 908.872.2806.

or Roseylnd Hughes at

908.507.3260.

Develop Effective “Loop” Compliance

The State of New Jersey mandates that all of our files be kept in order with regard to transactions. Dot-loop is our filing system and to avoid any penalties we must continue to aggressively make sure all of “paperwork” is in order.

Here are a few areas that could use improvement: • Please use the Dotloop checklist. • Please put your documents in order of the checklist. • Please put your documents in the appropriate folders. • Create a miscellaneous folder for any documents that are not on the checklist. • Always remember to submit for review. • Anytime you add a document please re-submit for review so we know you

have added the document. • Transaction Worksheets must be filled out within 48 hours of signed contract.

By Debbie Guglietta, Director of Compliance

Debbie Guglietta

Culture — everybody talks about it, but how do you get it?

Regina Burke Roselynd Hughes

14

KELLER WILLIAMS TAKES THE TOP SPOT FOR CULTURE IN 2018

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12

Towne Square Title Agency plays

several key roles in common real

estate transactions. They act as

the combined agent of the

insurance company, the buyer,

the seller, and any other parties

related to a real estate transac-

tion, such as

mortgage lend-

ers. The title

company re-

views title, issues

insurance poli-

cies, facilitates

closings, and files and records

paperwork.

Title Review Towne Square Title Agency has

sophisticated real estate title

search and review departments.

These departments review the

public records relating to real es-

tate, in order to inform all interest-

ed parties of the status and con-

dition of title to the subject prop-

erty.

Closing Agent Towne Square

Title Agency is

often the closing

agents for real

estate transac-

tions. In its role as

agent, they

obtains signatures on all of the

closing documents, and the title

company also receives and distrib-

utes payments related to the con-

veyance transaction. After the par-

ties have signed all

the documents, the

title company will

record documents

that need to be

recorded.

Escrow Officer Title companies

also commonly

act as escrow of-

ficers in connec-

tion with real estate transactions.

An escrow officer holds documents

or money as a part of the transac-

tion and according to the instruc-

tions of the parties.

Title Insurance is Required on All Transactions

Peter Uzzolino President

Towne Square Title Services Agents

KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

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Companies that keep employees happy aren’t just helping their workers—they’re helping themselves, since satis-fied workers are more pro-ductive. In fact, a mutual fund that invests in compa-nies with positive work-place ratings, Parnassus En-deavor, has beaten the mar-ket handily over the past 10 years.

What are the organizations with the happiest employ-ees? Careers site CareerBliss launched its eighth-annual list of the happiest companies in

America. It surveyed tens of thousands of workers and asked them to rate their employers on ten key fac-tors, such as their relation-ship with management, workplace environment, compensation, satisfaction with job function and growth opportunities. Keller Williams Realty takes the top spot. The Austin, Texas company has almost 200,000 agents across more than 900 met-ro areas and claims to be the world’s largest real es-

tate franchise by agent count. A Keller Williams Re-alty employee wrote on Ca-reerBliss.com, “One of the greatest benefits is how our company promotes from within. All employees are encouraged and supported to be in control of their growth and career paths. Also, KW has previously been named the No. 1 training organization across all industries worldwide in Training magazine’s .

Nike, Adobe, Bristol-Myers, PNC, Starbucks

KW #1 Happiest Place To work

KW Awards Keep Comming

The awards keep coming for Keller Wil-liams Realty International.

• Glassdoor - John Davis ranked #30 on the list of Top CEOs in 2018

• Inman Connect - Kelle Wins 2018 In-man Innovator Award for Most Innova-tive Real Estate Technology

• CareerBliss - #1 Happiest Company to Work For in America

• Inc Magazine - Best Workplace for 2018

• Indeed - Keller Williams Ranked #1 Among Workplaces Across Austin and 11 Other Cities

• Forbes - #6 of 300 Companies on the List of Best Employers for Women

• Training Magazine - Keller Williams Inducted Into the Top 10 Hall of Fame

• Swanepoel Mega 1000 - #1 on Top Residential Real Estate Franchisors List

• REAL Trends - 78 Keller Williams real estate agent teams featured on "The Thou-sand" ranking list.

Top

Things To Do

With KELLE!

1) Get Questions

Answered

2) Find and

follow

associates on

KWConnect

3) Discover

expert

KWConnect

content

4) Manage

agent-to-

agent

referrals and

networks

5) Check

progress

against

career goals

6) View market

performance

reports

7) Pull

neighborhood

market reports

8) Manage work

schedules

9) Access event

information.

The more agents use

Kelle, the more Kelle

will learn and be

able to help. In fu-

ture iterations, Kelle

will provide client

history, details, and

preferences, as well

as prompt agents to

take specific actions

based on that stored

information

16

Page 17: UPCOMING News, Views and Updates EVENTS KELLER … · around the world. Together, our associates share in this moving and uplifting presentation before returning home to their families

KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

Keller Williams

Towne Square is very

excited to

have the

Productivity

Coaching

Program up

and running.

Ryan McNish-

Dubey,

Launch and

Productivity

Coach, will

assist you in working

with buyers, sellers,

lead generation, listing

and buyer

presentations,

negotiating, handling

objections, guidance

through the listing and

purchase process, goal

setting and budgeting,

and working with scripts

and role playing. Ryan

will also hold you

accountable for

mutually

agreed upon

goals, provide

you with addi-

tional consult-

ing as

deemed

necessary and

assist you with

follow-up from

training .

It's the vehicle that will

gap the bridge

between

knowing what it takes

to succeed in real

estate and actually

doing it! We are here to

assist you, to bring

YOUR career to the

next level.

How will she do that?

Through accountability,

through action, and

through understanding

systems and models

that have made

agents wildly

successful.

There will be 3 group

meetings a month held

at the market center

on Thursday's at 2:30

pm exclusive to those

in coaching. We will go

over and help you with

your listing presenta-

tion, buyers' presenta-

tion, and walk you

through 3 transactions.

If you are ready to take

your business to the

next level, come check

out the Productivity

Coaching Program.

Ryan McNish-Dubey

Productivity Coaching Is The New Normal

Ryan McNish-Dubey, Productivity Coach

How To Create a

Loop in

Dotloop

1) Sign into your

Dotloop

account

2) Click on Add

Loop.

3) Type and click

on the address

of the property

you are

working on.

Click Continue

4) Select the Tem-

plate from the

dropdown

menu. Click

continue.

5) Click on Done.

6) Change Status

7) Click on View

Loop.

8) Click on View

Details

9) Click on Add

Person and add

all parties in-

volved.

10) Fill out Property

Address, Finan-

cials, Listing In-

formation and

Contract Dates;

Click on Save

and Back to

Loop.

11) Open up each

document and

click on Autofill.

Click on Save

each time.

Page 19: UPCOMING News, Views and Updates EVENTS KELLER … · around the world. Together, our associates share in this moving and uplifting presentation before returning home to their families

KWTS Quarterly News, Views and Updates - Issue 20 - 1.10.2019

Page 20: UPCOMING News, Views and Updates EVENTS KELLER … · around the world. Together, our associates share in this moving and uplifting presentation before returning home to their families

12

Keller Mortgage Expands Agents Value

As a real estate agent, you provide a valuable service to your customers. Your understanding of your local market and ability to lead clients through all stages of the home ownership journey is priceless .

One way to do this is by leveraging Keller Mortgage, “A company willing to take less, so that you can take more,” according to Keller Williams co-founder Gary Keller.

“Keller Mortgage is allowing us to help KW associates grow their business in a completely different way,” says Adam Berzsenyi, CEO, Keller Mortgage. “Our ZeroPlus loan is ex-clusive to KW transactions and offers zero lender fees plus a $1,000 credit if the mortgage is over $150,000. It is not on- ly making our associates even more competitive in the field, it really has their clients’ best interests in mind.”

Lisa VaHara, KWTSR Agent is just one of many agents already using this valuable resource. “It has been great for our clients! It’s easy to use and the processors are very efficient.”

More than just a great loan, which saves buyers thousands per transaction, it’s a tool that allows you to build a stronger relationship with your clients and offer them an end-to-end real estate experience. Not only is it your fiduciary duty to introduce them to a way to save thousands, it’s the seamless experience they’re already looking for. And now, more than ever, it’s easier to access, share and track your client’s actions on the go via Kelle, your personal AI assistant.

Expand Your Value Proposition with Keller Mortgage

Lisa VanHara

KWTSR Agent