Goals YOUR GOALS ANALYSISAGENT ASSIST 5.0Name: Your Name HereThis is a sample of Agent AssistCompany: exp RealtyThe Goal Planner is just one part Yearly Goals Beginning:1/1/15of this powerful application.

InformationFeel free to sample this and thesales tracking tab below to seeAverage Sales Price: $250,000 just how Agent Assist can help Company Commission:3.0%
: Enter the average sales price of the properties in your geographical area.you with your business.Your Commission Split:80%
: Enter your Realtor Commission Rate.3% is the standard in California per side.

Weeks for Vacation:2
: Enter your commission split after desk fees, broker fees etc. Usually between 50%-90%.DOWNLOAD YOUR COPY AT:Work Weeks for Year:50
: Enter the number of weeks you will be taking for vacation.AgentGoalPlanner.comBusiness Days per Week:5Business Hours per Day:816.6666666666667
: Enter the number of days you plan to work.

Total Annual Hours:2,000
: Enter the number of hours per day you will work. Target Income:$100,000 7.23575912157884Progress AnalysisWorth per Hour:$50
: **Very Important**Enter your desired income goal for the year.Commission per Sale:$6,000 Actual Average Sales Price$574,667# of Sales Made:#ERROR!:parse# Months Remaining:7Closed SalesActual Average Commission$13,820
: *IMPORTANT*Enter months remaining foraccurate progress analysis!

Commissions to Date$82,922Needed for Year17Needed per Month1.42Closed Sales Needed to GoalNeeded per Week0.34Needed for Year to Goal8Appointments: 1 Closed Sale = 4AppointmentsNeeded per Month#ERROR!:parse
: This number can be changed based on your own personal experience and past successful results.Needed per Week#ERROR!:parse

Needed for Year68Needed per Month5.67Appts. Needed to GoalNeeded per Week1.36 Needed per Day0.27Needed for Year#ERROR!:parseNeeded per Month#ERROR!:parseContacts: 1 Appt. = 35Contacts Needed per Week#ERROR!:parse
: This number can be changed based on your own personal experience and past successful results.Needed per Day#ERROR!:parseNeeded for Year2380Needed per Month198.33Contacts Needed to GoalNeeded per Week47.60Needed per Day9.52Needed per Year1120 Needed per Month160.00Needed per Week40.00Contact Us: 707 646-1876Needed per Day8.00

SalesDO NOT REMOVE SAMPLESJUST REPLACE THEM WITHYOURPERSONALSALESSalesSales PriceCompany CommissionPersonal Commission SplitTotalFees312 eldert st $670,000
: Enter the property address and city.6.0%
: Enter the sales price the property closed at.60.00%
: Enter the Company commission amount.$24,120
: Enter your personal commission split.$500.00
: This field calculates your total commission earned to date.

: Enter any fees incurred during transaction.378 halsey st $1,200,0002.5%60.00%$18,000$0.00123 Abc Street$320,0003.0%60.00%$5,760$250.00789 Xyz Street$479,0003.0%60.00%$8,622$0.00 5475 Apple Drive$249,5003.0%70.00%$5,240$0.002020 Murtle Drive $529,5005.0%80.00%$21,180$200.00$0$0$0$0$0 $0$0$0$0$0$0 $0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Call Brad Andersohn at 100!$0$0Averages$574,6673.8%65.00%$13,820$158.33Total$3,448,000
: Your Actual Average Sales Price To Date.
: Your Actual Average Commission Split.$82,922
: Your Actual Average Personal Commission Split after fees.$950.00
: Your average commissions earned to date.

: Your average of fees year to date.6.0

: Your Total Sales Volume year to date.
: Your Actual Income in commissions Year to date.
: Your Actual Fees Paid out Year to Date.Type in Total Income From 2012 Type in Total Income From 2013 Type in Total Income From 2014

Source Source of Business Tracking

SourceTransactions Farming 2Client Referral1Internet1Other0Auction0Door Knocking0 Floor Call0Just Listed0Just Sold0MLS0Blogging0Agent Referral2Cold Call1Flyer0Magazine0Networking1News Ad0Open House0OTHER0Radio Ad0TV Ad0

Total Business Generated8

Buyer CostClosing CostsClosing Costs EstimatorFebruary 20, 2015Buyers WorksheetBilly and Joanne BuyersBuyers Purchase TransactionTerm of loan30
: Enter Your Buyers NamesyearsPlease call for prepared estimate of closing costs. Because each situation is unique, a complete, accurate estimate of your costs is beyond the scope of this form. Form based on typical Resale closing costs. Purchase Price$400,000
: Enter The Loan Term in Years.

Loan amount$249,000
: Enter The Purchase PriceLoan to value ratio45%
: Enter The Loan Amount.Interest rate5.000%Bank Closing costs
: Enter Interest RateThis section can be used to create a personal message to Discount points$100your client, or add special instructions that may not be includedFunding and review fee$405on this worksheet. Add additional notes or comments here.Payment processing fee ($200 without auto-payment from your bank account)$0Wire transfer fee$35Credit reportPrinciple and interest payment$1,336.69Loan service feeTaxes$270.00Tax registration$81Insurance$0.00Appraisal (fee varies)$300Private mortgage insurance*$0.00Flood certification$113Total payment to bank$1,606.69Other $0Pre-paid items0Total bank closing costs$1,034Estimated 15 days of pre-paid interest*$519Title company charges (call title company for accurate quote)Tax escrow (2 or more months)$0Lender's title insurance$300Insurance escrow (2 or more months)$0Owner's title insurance (optional but recommended)$6,000
: See Schedule of FeesFirst year's insurance policy cost$650Other estimated title company charges$290
: See Schedule of FeesTotal pre-paid expenses$1,169Survey (may not be needed on refinance)$400
: Contact Your Fidelity Escrow OfficerProperty value$400,000Total title company charges$6,990Down Payment$20,000Government fees
: Confirm With Your First American Escrow OfficerLoan amount$249,000
: Enter the Down Payment AmountCalifornia Intangible tax$760$0County document stamps$872Closing costs$9,756 Government recording fee$100Pre-paid costs$1,169Total Government fees$1,732 TOTAL CLOSING COSTS$9,756Needed at Close *This worksheet is an estimated breakdown of costs. It is ONLY an Estimate!
: Remember, These are only Estimates*Prepaid interest varies from $0 to a full month's interest
: Remember, this is only an estimate. Actual amounts may be different depending on variables **Private mortgage insurance may be different with variables such as credit score and other factors

MktgPlan of ActionCompletion StepsTarget DateDate Complete Call Us for More Details:We offer a wide variety of Target Marketing IdeasUse this sheet to create nichesTarget Marketing instead of Geographic Farming For Sale By OwnerContact Owner to Preview / Ask for Buyers

Expired ListingsTrace back 1 year all expired listings / Review The Anniversary FarmSend anniversary letter to all homes celebrating 5 yrs Target Market InvestorsOut of State / Country Owners Past Client ProspectingContact past clients monthly for referrals Million Dollar FarmContact all $1,000,000 and above properties 1 year Create your own marketing ideaContact Us to obtain the information and data 500K Renters in Your CountyContact all renters with a $2000.00/mo payment

That Dog won't hunt farm?Clients from previous realtor now gone from Company

The Buyer FarmContacts from Moving Sales, Garage Sales etc.

Notice of Default FarmPeople not making payments on MortgageThe Seller FarmOwner Occupied homes for 10 - 20 years any area. The Investor FarmOwners of Multiple Residential Properties. (6 min.)Zillow For Sale By Owners Zillow Make Me MovesZillow Pre-Market PropertiesZillow Rentals

Sellers Cost Agent Assist Closing CostESTIMATED WORKSHEETSeller:The SellersEscrow #:5911056TMK:1-2-4-003-4598Officer:Officers Name

Created for: Mr and Mrs Sally Sellers Seller DebtCreditDescriptionDebitCredit$1,200,000.00Sales Price / Consideration
: Enter all Debts and Costs including Loan Balance in this ColumnDeposit Retained (Paid Outside Escrow)
: Enter all Seller Credits in this column including Sales Price of Property.

Deposit By:
: Enter The Property Sales Price Here

Deposit By:

10% FIRPTA First MortgageSecond MortgageAgreement of Sale

Pay Real Property TaxesPay Assessment

Prorate Taxes Fr: ToProrate Lease Rent Fr: ToProrate Maint. Fr: ToProrate Fire Ins Fr: ToProrate Int. at % Fr: ToProrate Rent:Transfer Security Deposit

(Enter Sales Commission Below 3 - 6 %)$72,000.006%

$370,000.00Existing Lender
: Don't Forget to enter The Sales Commission Amount here

Existing Lender

$25.00Recording / Release of Mortgage$65.00Wire Fee for Payoff

$26.04Financing Statement / Lien Check$10.00Recon Tracking FeeCollection Account Setup fee$25.00Notary Fee$1,893.00Title Search / Policy$1,135.00Escrow FeeAdditional Documentation ReproductionMailing Service Charge$10.00Courier Handling Fees

$160.00Drafting DeedConsent Fee$450.00Ternite InspectionTransfer Fee$1,500.00Staking / SurveyPool ReportService Fee

Debt Balance$447,299.04Credit Balance$1,200,000.00Estimated Sellers Proceeds$752,700.96

RenterWhy Rent?Better To InvestMonthly Rent10 yrs15 yrs20 yrs25 yrs30 yrs$500.00$77,691.14$133,641.47$205,516.83$297,754.85$416,129.32$600.00$93,169.37$160,373.37$246,620.20$357,305.83$499,355.18$700.00$108,697.60$187,102.26$287,723.57$416,856.80$582,581.04$800.00$124,225.82$213,831.16$328,826.93$476,407.77$665,806.91$900.00$139,754.05$240,560.05$369,930.30$535,958.74$749,032.77$1,000.00$155,282.28$267,288.94$411,033.67$595,509.71$832,258.64$1,100.00$170,810.51$294,017.84$452,137.04$655,060.68$915,484.50$1,200.00$186,338.74$320,746.73$493,240.40$714,611.65$998,710.36$1,300.00$201,866.96$347,475.63$534,343.77$774,162.62$1,081,936.23$1,400.00$217,395.19$374,204.52$575,447.14$833,713.59$1,165,162.09$1,500.00$232,923.42$400,933.42$616,550.50$893,264.56$1,248,387.95$1,600.00$248,451.65$427,662.31$657,653.87$952,815.53$1,331,613.82$1,700.00$263,979.88$454,391.20$698,757.24$1,012,366.50$1,414,839.68$1,800.00$279,508.10$481,120.10$739,860.60$1,071,917.48$1,498,065.54$1,900.00$295,036.33$507,848.99$780,963.97$1,131,468.45$1,581,291.41$2,000.00$310,564.56$534,577.89$822,067.34$1,191,019.42$1,664,517.27

TMS

Agent Assist 5.0 Contract Timeline

Main Menu

Residential Purchase Agreement "Contract Timeline" DROA Timeline

Custom Prepared For: Coldwell Banker P.P.
: Enter your Client's Company Name HereTracy Bradley

: Enter Your Client"s Name HereProperty:City Financial Tower, HonoluluSeller / Buyer:Marco Polo / Brad Andersohn
: Add your client information in this area. This will auto-fill the DROA Timeline. Just Double Click in the Cell/Box and type.Sales Price:$120,000,000 Acceptance:8/21/05

Provided to you by

Brad Andersohn

Timeline Contract Timeline Compliments Of: BradAgent Assist 5.0 Property:City Financial Tower, Honolulu Seller/Buyer:Marco Polo / Brad AndersohnMain Menu Sales Price:$120,000,000 Acceptance Date:8/21/05 Reference Date:10/2/03

DATE DUECLEAREDWHOCONTINGENCIESNOTE1/2/04 C-1 Initial Deposit$5,000 3/3/04Buyer C-1 Additional Deposit Timeline Worksheet3/5/04BuyerC-19 Tenancy and Vesting15 days4/6/04BothC-25b Conditional Loan Commitment Letter5/3/04Buyer C-1 Additional Deposit$2000 / 14 days5/3/04BuyerC-7 Extension of Closing15 days5/4/04SellerC-8 Time is of the Essence *TIP5/6/04BothC-22 No Contingency for Obtaining 5/7/04BothC-23 Obtaining "Cash Funds," sale of buyer's home 5/8/04SellerC-25a Buyers Loan Application and pre-qualification letterAlii Mortgage5/10/04BuyerC-25c Final Loan Commitment21 days5/11/04BothC-35 Escrow to delivery Preliminary Title Report 5/13/04Seller C-36 Clear Title on Prelim 5/14/04SellerC-41 Staking (Boundary Markers)5/15/04SellerC-43 Boundary Encroachment5/16/04SellerC-44 Delivery of Seller's Real Property Disclosure5 days5/17/04BothC-44a Delivery of Amended Seller Real Property Disclosure5/18/04BuyerC-46a Approval of C-44, SRPD5/19/04SellerC-46b Disapproval of C-44a, amended SRPD5/20/04SellerC-51 Inspection of Property21 days5/22/04SellerC-53 Buyer's Final Walk Thru5 days prior5/24/04SellerC-53a Withheld/ Collected Funds5/24/04BuyerC-56 Existing Warranties5/26/04BuyerC-57 Removal of Items from Property5/26/04BuyerC-57a Cleaning5/28/04SellerC-57b Cleaning Credit, Seller shall credit Buyer at closing$500.00 5/29/04SellerC-58 Pet Related Treatment5/29/04BuyerC-58a Withheld funds released to buyer5/30/04BothC-59a Termite Company Selection3 days5/31/04Buyer14 day before COE6/1/04Seller6/1/04Seller6/2/04Seller6/4/04Buyer6/6/04Seller5 days (on order)6/8/04Seller7 days

LISTING INFORMATION: SELLING INFORMATION:Shore to Shore Realty ERA Maui Real EstateVan Waki Melanie Vitale244-7142 280-4802242-2751 Fax 874-3482 Faxvaki@aloha.net vitale@maui.net Escrow Officer: Debbie Malpass-Estrada Escrow No.: 123456-DME Tel/Fax: 707 747-1131/707 747-1164

BuyerSellerBoth

YesNo

C-1 Initial Deposit C-1 Additional DepositC-6 Closing DateC-7 Extension of ClosingC-8 Time is of the EssenceC-19 Tenancy and VestingC-22 No Contingency for ObtainingC-23 Obtaining "Cash Funds," sale of buyer's homeC-25a Buyers Loan Application and pre-qualification letterC-25b Conditional Loan Commitment LetterC-25c Final Loan CommitmentC-35 Escrow to delivery Preliminary Title Report C-36 Clear Title on Prelim C-37 Prelim Report, ApprovalC-41 Staking (Boundary Markers)C-42 SurveyC-43 Boundary EncroachmentC-44 Delivery of Seller's Real Property DisclosureC-44a Delivery of Amended Seller Real Property DisclosureC-46a Sellers Disclosure, ApprovalC-46b Disapproval of C-44a, amended SRPDC-51 Inspection of PropertyC-53 Buyer's Final Walk ThruC-53a Withheld/ Collected FundsC-56 Existing WarrantiesC-57 Removal of Items from PropertyC-57a CleaningC-57b Cleaning Credit, Seller shall credit Buyer at closingC-58 Pet Related TreatmentC-58a Withheld funds released to buyerC-59a Termite Company SelectionC-59b Termite Inspection Report DeliveryC-61a Delivery of Existing LeasesC-61b Approval of Existing LeasesC-64a Delivery of Condo DocumentsC-64b Approval of Condo DocumentsC-66a Delivery of CCRs / Subdivision DocumentsC-66b Approval of CCRs / Subdivision DocumentsDelivery of Leasehold DisclosureApproval of Leasehold DisclosureDelivery of Building Permit DocsApproval of Building Permit DocsNOT APPLICABLE

Tax

TAX LIABILITIES:201420152016

Federal Taxes$1,500.00 State Taxes$250.00 Social Security$576.50 Disability$495.12 TOTAL:$2,821.62$0.00$0.00

Real Estate Fees:

R. E. Board Memberships (MLS) Subscriptions Dues / Fees

TOTAL:$0.00$0.00$0.00

General Expenses:

Auto (pmts., maint., license) Car Insurance Telephone / Pager Computer Technology (hardware, software, etc.) Signs Marketing Personal Marketing Listings Marketing Prospects Education (seminars / conventions) Referral Fees Paid Gifts Health Insurance Disability Insurance Legal / Accounting Other Other Other TOTAL:$0.00$0.00$0.00

TOTAL ANNUAL INCOME:$82,921.50 TOTAL ANNUAL EXPENSES:$2,821.62$0.00$0.00

Contact Chart Select the right size farm...

Converting Contacts

6Enter Calls per DayEnter Farm Size
: Enter calls per day to see the affect it will have on your productivity.3.4285714286New Appointments Per Month1200.8571428571New Closed Sales Per Month% of farm you could reach
: Enter the size of your farm area, program will determine what % of farm you can reach.120New Contacts Made Per Month100%1440New Contacts Made Per Year*35 Contacts = 1 Appointment41.1428571429New Appointments Per Year*4 Appointments = 1 Closed Sale10.2857142857New Closed Sales Per Year* NAR Statistics Matrix

Monthly TrackingBeginningAddedClosedMo end Inv.Monthly Inventory Tracking Jan2002Feb2\0
: Enter Your Inventory at start of year1
: Enter New Listings added each month#VALUE!:notNumber:2\
: Enter Your Closed Escrows each month
: Program Automatically Determines your Month End InventoryEnter the amount of transactions you begin with at the start of theMar1001year. Track how many you add each month and how many you close.Apr1001This chart will determine your pipeline inventory and will show youMay2111that by simply adding "1" new transaction each month, you couldJun21be doubling your existing income.JulAugSepOctNovDec

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