Agent Resource Guide 2019...Start getting used to terms like “Dotloop”, “Profit Dash”,...

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Agent Resource Guide 2019

Transcript of Agent Resource Guide 2019...Start getting used to terms like “Dotloop”, “Profit Dash”,...

Page 1: Agent Resource Guide 2019...Start getting used to terms like “Dotloop”, “Profit Dash”, “Michael Lewis Marketing”, “Sales Ral-ly” and more as we embrace your desire

Agent Resource Guide

2019

Page 2: Agent Resource Guide 2019...Start getting used to terms like “Dotloop”, “Profit Dash”, “Michael Lewis Marketing”, “Sales Ral-ly” and more as we embrace your desire

WELCOME TO THE KW FAMILY Congratulations on being part of the Keller Williams Towne Square Realty family! Among the most challenging companies in the industry, Keller Williams is the only major Real Estate franchise company in North America to experience positive growth in recent years. Our time-tested models and systems establish a framework for profitability in any market. This is why we continue to surpass all competitors. Central New Jersey is no different. Keller Williams Towne Square Realty consistently surpasses the competition in volume and units sold. In February of 2009 we opened up our first office in Bernardsville, NJ. We hope you will quickly realize that we have become one big family and this will be your new home now as well. Start getting used to terms like “Dotloop”, “Profit Dash”, “Michael Lewis Marketing”, “Sales Ral-ly” and more as we embrace your desire to continue or become a very successful Real Estate agent by sharing the professional culture that have made this office so successful. Keller Williams Towne Square Realty is a respected voice in real estate, a progressive resource for our community, and an advocate for our members and the public we serve. We work together as a team here at Keller Williams Towne Square Realty. Along with the Asso-ciate Leadership Councils guidance and approval, we continue to provide innovative education on all Real Estate topics as well as the use of the latest technology available to assist you as you work with home buyers and sellers. Here’s to a very successful Real Estate career. My door is always open to you.

All the best! Rich

Rich Turnbull

Broker—Sales Associate

Team Leader

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Page 4: Agent Resource Guide 2019...Start getting used to terms like “Dotloop”, “Profit Dash”, “Michael Lewis Marketing”, “Sales Ral-ly” and more as we embrace your desire

KW H i s tory

Keller Williams operates on the premise that if the company focuses all its resources on building

its agents’ businesses, the agents in turn will build the company beyond all expectations. With

that philosophy, we are reshaping the global world of Real Estate.

Today, more than 190,000 associates and over 900 market centers across the globe are affiliated

with Keller Williams. And we are happy that you are a part of our family.

Careers Worth Having

Gary Keller notes on the cover of The Millionaire Real Estate Agent, his best-selling guide to

success in this business: "It's not about the money. It's about being

the best you can be!" Having studied the systems used by thousands

of the highest-producing agents in the industry, we've created the

model for what it takes to succeed in real estate. We reinforce these

winning models through training, coaching, educational events and a

best-selling series of books.

Businesses Worth Owning

Our perspective is that real estate is a local business

driven by individual associates and their presence with-

in their communities. It’s a perspective that stems from

our deep conviction that the agent, not the company,

is the brand that matters most. Our primary role is to

help agents grow their own businesses – beyond simp-

ly selling real estate. That’s why we stand behind our

agents, not in front of them.

Lives Worth Living

Great riches only matter to the extent that they fund

a great life with deeper meaning. Keller Williams is

defined by a culture of agents who care deeply

about each other and are committed to having a

positive impact on their clients and their communi-

ties. We are a company that changes lives.

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KWTSR H i s to ry In 2009, Keller Williams Towne Square Realty

Realty (KWTSR) opened with a group of top

agents in the area. Keller Williams offered a

clear vision of the systems and models need-

ed to help clients succeed during the current

housing recession. Within the year, a hun-

dred agents had joined KWTSR.

Other Keller Williams companies used this success model

to launch their own franchises out of KWTSR the Montclair

and Morristown offices.

In a very short time, Keller Williams Towne Square Realty

outperformed their competitors and took market share in

the Somerset Hills area.

Six of the top

ten offices in

the local Garden State Multiple Listing service are Kel-

ler Williams Companies. There are 1,300 brokerage

offices in the GSMLS.

KWTSR is very grateful to the local community for its

support and looks to give back whenever possible.

Heartworks, Community in Crisis, Valley Brook

Village for Veterans and ongoing work with the

Somerset Hills YMCA, and Raritan Valley Habitat for Humanity are just a few of the organizations

supported.

KWTSR opened a new “State –of-the-Art” office on

Mount Airy Road in Basking Ridge in February of 2015.

Today there are close to 200 agents that call KWTSR in

Basking Ridge home.

KWTSR has relationships with a title company and two

mortgage companies with satellite offices within the

same building—Towne Square Title, Movement Mort-

gage an Atlantic Home Loans.

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EXECUT IVE TEAM

Roxanne Formisano Broker-of-Record

Rich Turnbull Team Leader

Maryellen Itz Office Coordinator

Dillon Bryant Director of Agent Services

Ryan McNish-Dubey Launch Coach

Mitch Ross Technology Ambassador

Michael Brand Operating Principal

Debbie Guglietta Assistant MCA/Director of Compliance

Therese McGowan Market Center Administrator

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2019 Members

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, i.e., production, drive profit, education and standards and principles.

They are guardians of the culture. A covenant agreement of ALC responsibilities is

entered into by all ALC members.

Standing committees are chaired by ALC members and meet once a month.

All agents are invited to participate on committees and attend the monthly ALC meetings

ASSOCIATE LEADERSHIP COUNCIL The Associate Leadership Council (ALC) is selected from the top twenty percent 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 operation of our company

and to drive Market Center production, profitability, growth and culture. They act as the

Market Center’s “Board of Directors.”

Courtney Orlando Jim Kontopodias Marjorie T. Brown Regina Burke

Karen Tyrell Ryan McNish-Dubey Gerri Perez Shari Pollak Roselynd Hughes

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.

Office Hours and Holidays Office Hours - A receptionist is on duty during the following hours: Monday through

Friday, 9:00 AM to 5:00 PM. No Staff coverage on Sat or Sun. Agents can use the

offices before and after hours. All agents are issued a key fob. Do not share your key

fob with anyone. The key fob will work between the hours of 5am to 11pm.

Office closed: (no staff)

1/2 Day New Year’s Eve New Year's Day

Martin Luther King Day Good Friday

Memorial Day Independence Day

Labor Day Thanksgiving

Day after Thanksgiving Christmas Eve

Christmas

This schedule varies each year

Inclement weather policy - If local schools are closed due to the weather, our office

will be closed.

Important Information

KWTSR GSMLS office ID: 3789

KWTSR Federal Tax ID is: 26-3143342

KWTSR License (New Jersey Real Estate Commission ) is: 0999108

KWTSR Market Center ID number is 825

KWTSR Office email: [email protected]

KWTSR Referral Firm's Federal Tax ID is: 26-4727620

KWTSR Wi-Fi Access - Network: PUBLIC-KWBERNARDSVILLE, Password: 908-766-0085

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KWTSR Events Team building, Education, Company Events, Charitable Causes and Social events are an important part of our family here at Keller

Williams Towne Square Realty. Here are just a few of the events for you to look forward to:

Charter Day

Wellness Day

Monthly Socials

Monthly Career Nights

Sounds Around Town

Sharpen Your Skills Training, Halloween Party,

Lead Generation - Next step Training after Ignite

Team Building - Corn Maze

International Luncheon

Triple Play, Atlantic City

Holiday Party

Tech Wednesday Classes

Monthly Sales Rally

ALC Monthly meetings

Boot Camp 2 x a month

Regional Training

Otteau Training

Red Day

Bold

Mega Camp

Family Reunion

Cappers in Training

Ignite - New Agent Training

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Advertising Guidelines

Branding and Advertising Standards

It is important to understand the Keller Williams Towne

Square Realty and New Jersey Real Estate Commission

(NJREC) branding standards before ordering printed

materials and/or advertising. It is the philosophy of Kel-

ler Williams that the agent has the ability to "brand"

themselves; however, there are some standards that

are necessary to ensure that overall branding and pro-

fessional image of the company remain at the highest

level.

Associates are prohibited from advertising in their own

name.

Associates are prohibited from owning a domain name

with “KW’” “KWTSR”, KWTSR or “Town Square” in it.

All forms of advertising must contain the reference to

your Broker. (i.e. Brokerage Name and Telephone).

Agent must identify the title on their NJREC license.

The brokerage reference must appear on every page of

your web site or advertisement.

The brokerage reference must be larger and stand out

more than the agents name.

Domain/website names must be registered with your

broker. Submit your domain name to your Team Lead-

er.

Associates advertising other agents listings, shall obtain

permission from the listing agent in writing.

All associates shall follow all Fair Housing, NJREC, and

MLS advertising guidelines.

Associates MAY NOT PROMOTE OR ADVERTISE IN

PRINT THE SELLERS COMMISSION AGREEMENT.

The managing Broker should review all advertising to

ensure it is compliant.

KW Logo Usage

The logo may not be changed or altered. The colors,

context and shape should remain the same. You are

able to use either the rectangular KWTSR logo or the

square KW logo, but should not make any changes to it.

The KW logo must be present on all business cards. It

must be larger than any other logo on the card. For

Commission purposes, your legal "licensed" name

should also appear on your cards. Your title should be

what you are licensed as by the New Jersey Real Estate

Commission. The office address must be included. The

legal phrase "each office is independently owned and

operated" must also appear on printed materials. Other

than that, you can still include your branding and

"style" preference.. Statistics should include the source

on where it came from.

For signs (FOR SALE), the correct shade of red (PMS

#200) and KW Logo must be used. Keller Williams in-

sists that you use on KW "approved" vendors for your

FOR SALE signs to ensure proper criteria are met. You

can find the "approved" vendor list on the KW Intranet,

or in the Marketing binder in the computer workroom.

You must have the KW Logo on your signs and you do

have to have the Market Center phone number per

NJREC- you are allowed to have your name and phone

number printed on the sign or you can have riders

printed.

All marketing materials and websites should include the

KWTSR logo. If information from GSMLS is included,

they must be acknowledged. You cannot use current

active listings of agents from another brokerage in your

materials. Consult with your Broker for clarification. It

is a policy of Keller Williams Towne Square Realty that

we do not market ourselves as "discount" brokers. You

must never include a specific percentage in your mar-

keting material (i.e.: I'll sell your house for 3%)

Always remember that the state of New Jersey is more

restrictive than other states.

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Process for New Listings

The associate will always offer a cooperating buyers

broker a minimum of 2.5% selling broker compensa-

tion. This is our company standard at KWTSR.

Follow the Listing Checklist, submit copies of all listing

documents within 3 days in Dotloop. *NOTE: Listings

must be entered in MLS within 48 hours

Checklists are available in Dotloop under Templates>

Residential Listings Folder

All files are reviewed for accuracy and compli-

ance ."Love notes" will be sent requesting missing items

and/or corrections thru Dotloop.

If the listing expires or is withdrawn notify Maryellen or

Debbie as soon as possible. If Released, scan in a copy

of the Release of Listing form, signed by sellers to the

Transaction Coordinator for Broker's signature. A copy

will be uploaded in to the Dotloop listing file

If there are changes or extensions, scan in a copy of the

Extension form, signed by sellers into the Dotloop

listing file

Only the Broker can Release a listing per MLS.

New Sales and Listing Contracts

While KWTSR prefers that the attorney or title company

holds any earnest money - Should you have a property

that has gone under contract, and have received an

earnest money check from a buyer, that check must be

turned into the office within 48 hours of the contract

(acceptance) date. Remember "contract date" is the

date of final agreement between buyer(s) and seller(s).

Instruct the buyers that their check will be deposited

within three (3) business days of acceptance of con-

tract.

Log on to mykw.kw.com to upload all paperwork for

compliance under Dotloop and submit Green Sheet .

The office reviews each file for accuracy and compli-

ance .You will be notified thru the Dotloop system if

there are any missing items or corrections needed.

Please provide missing documents immediately.

Prior to closing the file will be checked for compliance/

completeness by the Transaction Coordinator and all

required documents must be scanned in and/or cor-

rected before a Disbursement Authorization Form for

commission checks will be issued.

If the "pending" transaction cancels, the agent should

notify Maryellen or Debbie and Therese immediately

and scan in the required paperwork, which usually in-

cludes a Notice of Cancellation and/or Release of con-

tract and Disbursement of Earnest Money.

After closing make sure a copy of your commission

check and the office check(s) are delivered to the MCA

promptly. NO CHECKS will be given to agents until files

are submitted and correct - no exceptions

Prior to closing earnest money checks will be located in

the Transaction Coordinators office.

Contract Compliance All purchase contracts and listing agreements should be turned in within 48 hours of being full executed. If re-

quired documents are not turned in within 72 hours of closing the DA (Disbursement Authorization) will be made

payable to Bernard’s Realty, LLC and your check will be issued on the next commission pay day when all required

documents are turned in to the Transaction Coordinator's.

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Profit Sharing Treating agents as business partners is one of our core values. At the heart of Keller Wil-

liams lies an exclusive profit sharing program that underscores this commitment.

The profit share system is a compensation plan that financially rewards agents for bring-

ing other productive agents to Keller Williams Realty. In addition to the traditional com-

mission earnings, agents are paid a percentage of the market center owner's profit gen-

erated by their recruits and their recruits' recruits, up to seven levels.

Profit share allows agents to add a passive stream of income to their regular commis-

sions, enhancing their personal wealth and retirement planning.

Profit sharing is paid monthly, by the owners, NOT the agents. In the Keller Williams spir-

it of "win-

win", the

owners bene-

fit by having

their offices

grow and

prosper with

the help of

the associate

partners.

In an effort to

keep profits

in an office at

their highest

level, expenses are kept low. A minimal staff is maintained, and the market center re-

frains from "splurging" on frivolous items. Agents are expected to help out where they

can by answering questions, assisting with training and consulting, while being as self-

sufficient as possible.

Page 13: Agent Resource Guide 2019...Start getting used to terms like “Dotloop”, “Profit Dash”, “Michael Lewis Marketing”, “Sales Ral-ly” and more as we embrace your desire

Hurdlr - Maximize Your Profit

Seamlessly track your business expenses, mileage,

deductions and commissions in real time,

all in one place.

CGI - Transform Your Real Estate Business

Whether you’re new to the in-

dustry or already a top producer,

the Career Growth Initiative

(CGI) brings laser focus to the

activities that lead to results.

This suite of interconnected val-

ue tools provides you an unprec-

edented view into your business

so you know EXACTLY what

needs to be accomplished in or-

der to achieve all-new levels of

production and profitability: the

two factors that determine if

your business can fund the life

you envision for yourself and

your family.

Page 14: Agent Resource Guide 2019...Start getting used to terms like “Dotloop”, “Profit Dash”, “Michael Lewis Marketing”, “Sales Ral-ly” and more as we embrace your desire

Keller Williams Family Reunion is the industry ’s most powerful training event.

At Family Reunion, Keller Williams associates gather with thousands of top agents and leaders for four power-packed days of networking and training. This is your opportunity to reenergize and take your business to the next level; learn from the best in the business, attend powerful sessions and immerse yourself in KW culture.

State of Your Company Join Keller Williams CEO John Davis

and other Keller Williams executives

for their annual State of Your Com-

pany presentation. Hear exciting an-

nouncements about what we’ve ac-

complished, major milestones for the company and where we are going in coming years.

Vision Speech 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.

Red Bash Join Keller Williams associates for the biggest

party of the year. Break out your best cos-

tumes and enjoy a night of games, music,

dancing and fun! This will be a celebration you

don’t want to miss going in the coming years.

Breakout Sessions 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 recruiting, investing and expanding! This is the opportunity to tailor your

Family Reunion experience to get the best value for you!

Inspirational Morning Conclude your Family Reunion experience with this heartwarming session in which Mo Anderson

and her special guests share stories of strength, perseverance and inspiration. Inspirational Morn-

ing is the most powerful display 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.

Family Reunion 2019

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Keller Williams Mega Camp - Resourceful Real Estate Technology conference.

From August 13th—16th in Austin, TX, over 10,000 Keller Williams associates from around the world, congregated for one of the biggest real estate train-ing events of the year. Hosted by KW Maps Coaching, Keller Williams Mega Camp is where top-producing real estate agents go to focus, embrace opportunity and mastermind with the real estate industry’s most innovative and forward thinking real estate professionals. Here are some of the high-lights from KW Mega Camp 2016.

Gary Keller’s Housing Market Update Keller Williams Realty’s Co-Founder and Chairman of the

Board,

Gary Keller, takes a look at the numbers that drive the U.S.

housing market, the current state of the economy and

trends impacting the real estate industry.

State Of The Company Keller Williams Realty’s cumulative profit share is now at

$780 million. It took nine years to hit the first $100 million

in profit share. Keller Williams announced that associates

topped this in the last nine months.

Mega Camp - 2019

August

2019

Austin, Texas

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KW T S R Tra i n i n g C l a s s e s Agent Orientation - This orientation class covers all about our KWTSR office,

policies, classes, procedures and structure.

Blogging - Blogging is essential to your “Search Engine Optimization” (SEO).

This class will show you how consistent content on your Keller Williams site will

help bring your website to the top of the search engines.

Branding Yourself - Learn how to economically get your name and brand out in

the community and how to stay in front of your existing and past clients.

CMA Toolkit - This class teaches you to do a proper comparative market analy-

sis for your potential seller.

Contract To Close - Taught by one of our brokers, and our tech staff - this class

teaches you how to create a loop, fill in the NJAR and KWTSR mandatory paper-

work, how to fill in a “Greensheet” and how to stay complaint.

Dotloop - Introduction - This class teaches you how to set up your dotloop ac-

count and how to create and share a loop.

Dotloop - 201 - This is an advanced course that teaches you how to add fields

such as text boxes, initials, signatures and more

eEdge Overview - Learn how to use Marketleader’s powered eEdge to the full-

est - a brief overview of eEdge My Contacts, My Marketing and My Campaigns.

eEdge - My Contacts - This advanced class will teach you how to add your con-

tacts, create groups and maintain your database so that you can continually

stay in front of your clients.

eEdge - My Marketing/My Campaigns - Send out emails, Create flyers and set

up automatic campaigns for your clients education.

Enhancing Your Listing in Consumer Sites - Learn how to enhance your listing

in Zillow, Realtor.com, KWLS so that you can brand yourself better and get more

information and photos for the consumer Real Estate websites.

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KW T S R Tra i n i n g C l a s s e s Generating Leads - You can never have enough clients. Learn from our Team

Leader how to generate more buyer and seller leads with both traditional and

“Out-of-the-box” methods.

Google+, Google MyBusiness and YouTube - Google is powerful. Learn how to

have your optimum website presence with a Google Business identity, Google

plus profile and your own YouTube Channel.

Greensheets - You don’t get paid without submitting one of these to our Mar-

ket Center Administrator. Learn how to properly fill a Greensheet out, how to

save and add to your loop as well as how to submit it to the KW system.

GSMLS Training - Our MLS is a powerful tool. Learn how to complete your

GSMLS Profile, add a signature and banner, search the MLS, set your client up

on their “auto-email” system and many more tips an Tricks.

Kelle - Learn all about this Artificial Intelligence (AI) virtual assistance from

which you can access KW Command and more.

KW Apps - Mobile App - Download and learn how to use the KW Mobile app so

you can share with your clients, CGI - Commission Growth Initiative and

Hurdlr - Minimize your taxes and maximize your income with Hurdlr.

KW Command - Learn how KW Command allows you to optimize, manage, and

run your business with unprecedented simplicity and insight. Command is es-

sentially the dashboard to Keller Cloud that will end all dashboards. It is the

centralized environment for everything an agent and their team must accom-

plish during any given day.

Listing Presentation Class - This class will teach you how to download and cus-

tomize the Michael Lewis Marketing listing presentation using Powerpoint.

Bring your laptop - not your tablet as you create one of the best listing presen-

tations that any company has created.

Market Analysis - Statistics are so important when working with buyers and

sellers. You will learn how to find stats and market data from several sources.

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KW T S R Tra i n i n g C l a s s e s Michael Lewis Marketing - The power of this company is immense. You can get

free marketing materials and/or order business cards, postcards, flyers, bro-

chures and more. MLM has a very unique and slick look to it’s materials.

MyKw - Profile to 100% - Learn how to get your profile up to 100 percent in

this brief class. Your profile is important in KW white pages - where other KW

agents, worldwide, may select you to send a referral to.

Open House Tricks and Tips - Get face to face with buyers and potential sellers

and learn what to do. Find out the latest tips on how to get more people to

attend your open house and how to capture them as clients.

Placester 101 - KW provides each agent with their own website. Learn how to

activate your site, add your agent information, select the theme and add cus-

tom photos to make your new website look the best it possibly can.

Placester 201 - Further your knowledge with your KW website by learning how

to blog, how to add community pages, custom pages and more.

Publisher/Powerpoint Training - Knowing the basics of Microsoft Office is es-

sential in any industry. It has never been more important to learn the basics of

MS Powerpoint and publisher so that you can customize some of the many

templates that we offer as valuable tools for both buyers and sellers.

RPR (Realtor Property Resources) - Taught by Mitch - this is one of the most

important classes you can take. Learn how to find all the data about a specific

property that is available, find out how to do a comparative market analysis on

that property and how RPR will create a very professional and visually appeal-

ing report for your clients.

Social Media Enhancement - Facebook, Twitter, Yelp, Linkedin are all covered in

this class. Learn how to set up an account and create your profile.

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Dotloop - 888.368.5667

GSMLS- 973.898.1900

Godaddy - 480.505.8877

HSAR - 908.725.3117

LJS Signs - 800.862.5557

KWRI - 512.306.7191

KWTSR - 908.766.0085/Fax - 908.766.2254

Marketleader (eEdge) - 877.450.0088

Merrill Corporation - 800.635.356

Michael Lewis Marketing - 310.606.2029

NJAR - 609.341.7100

◊ NJ Association of Realtors -

973.425.0110

NJREC - 609.292.7272

Oakley Signs - 800.373.5330

Placester - 800.713.8068

Realtor.com - 800.878.4166

Reppert Factor - 215.945.8869

Supra - 800.547.0252

Toolkit CMA - 800.828.0970

Technology Support

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KW ABC’s and “Kel le r i sms”

Agents Away from the Office/Vacation - if you are planning to be out of the office, please turn in the notification

form to the Front Desk. Also notify the Team Leader who is covering your business while you are away.

Agent Resource Website - In addition to our MyKW intranet—We have our own Agent Resource website that is

your go to site for all things KWTSR related: www.TowneSquareGuide.com

ALC - The Associate Leadership Council (ALC) is made up of agents from the top 20% in the market center. They

serve as chairpersons of the standing committees and participate as voting members on the Associate Leader-

ship Council which drive productivity, profitability, growth and culture in the market center.

Bonuses - Sale bonuses are 100 percent of the agents. The Market Center does not take any percentage.

Calendar - We do have a fluid office calendar filled with our educational training, technology training, company

events etc. The calendar is maintained by Maryellen and is available through my KW or through Town-

eSquareGuide.com.

Capper - When an agent reaches cap status paid toward Company Dollar, he/she "caps" and begins receiving

commissions based on 100% of the earned commissions.

Caravan - We do support our KWTSR agents Broker Open Houses whenever possible by visiting them on Tues-

days, Wednesdays and Thursdays.

Computer Usage– KWTSR provides computers for associates to use to conduct business. Please be careful with

food or drink near the computer work stations.

Copy/Mail Room - We have two professional copiers. One in the mail room can copy, fax and scan and the oth-

er one is adjacent to the kitchen that has copy and scan abilities. Your incoming mail, commission checks and

other flat items will be in a folder with your name on it in the file cabinet in the mail room.

Cubicles/Offices - There are cubicles and offices available to rent at this time. Please see Rich or Debbie should

you like to secure one.

Dress Code Guidelines - Agents are asked to dress appropriately and professionally. Business casual attire is rec-

ommended, however dark dress jeans are allowed. No flip flops are allowed in the front office.

Education - Keller Williams Towne Square Realty has unlimited learning opportunities. Classes are scheduled

throughout each month with dates and times available through the intranet and TowneSquareGuide.com calen-

dars and through Regional events.

eEdge - Powered by Market Leader, this website is primarily your source for buyer lead-generation. The eEdge

platform includes the website, a supporting Database manager, Marketing Suite and the ability to provide a pa-

perless, internet-based transactions system.

Error and Omissions Insurance - Our charge is $300 per associate per year. The cost is billed each month on your

agent bill. It breaks down to $25 a month. If you think you might be involved in a legal issue - please contact

Roxanne Formisano immediately.

Fed Ex/UPS - Fed Ex/UPS picks up daily from our offices. The drop boxes are just outside the doors in the rear of

the building. However the shipping supplies/labels are in the mail/copy room in the cabinets. The charges can

be added to your monthly bill.

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KW ABC’s and “Kel ler i sms

FOR SALE SIGNS: Keller Williams Towne Square Realty For Sale Signs are available through Oakley Signs.

www.OakleySign.com. There is a format used to make sure they are state compliant.

Greensheet - An agent's disbursement authorization form that must be completed within 48 hours of attorney

review conclusion so that our MCA can pay you when the transaction closes.

Hold for Pick Up - Items to be picked up by someone outside of KWTSR should be documented with the sender's.

Kitchen - Please enjoy our kitchen. It is there for your convenience. Please do your part to keep it clean.

Kelle - Kelle is a powerful partner designed to enhance the agent experience. From organizing schedules to

growing your referral network to expertly navigating other Keller Cloud technologies, Kelle gets it done. Simplify

daily tasks, establish powerful success habits, and seamlessly handle everything on the go.

Keller Cloud - An innovation engine in its simplest form is a cloud service with artificial intelligence built on top of

it. The Keller Cloud is a very specific cloud service ecosystem that leverages the collective power of the largest

real estate sales force in the world. It puts to work its massive collection of agent, transaction and client data

Key Card - You are provided a thin wallet sized key card that fits both the front and back exterior doors of the

building and the interior door to our office.

KW.com Profile Page: With very little editing capability, this site is best used as a showcase site that promotes you

as a Keller Williams agent. Editing for this site can be done through your White Pages (click “Profile” under your

photo on your mykw.kw.com home page). This site is updated automatically to reflect your content as well as

your listings.

KW Cares - KW Cares was the creation of Keller Williams agents. It reaches out and supports fellow KW associates

facing financial hardship due to major emergencies. At Keller Williams Towne Square Realty we support this cause

many times during the year.

KW Command: Command is your comprehensive operating system of the future. It allows you to optimize, man-

age, and run your business with unprecedented simplicity and insight. Command is essentially the dashboard to

Keller Cloud that will end all dashboards. It is the centralized environment for everything an agent and their

team must accomplish during any given day.

KW Connect: videos that help explain how you can maximize your online exposure and capture more leads!

KWLS - Keller Williams Listing Service is a national database of listings, similar to realtor.com. All listings are auto-

matically populated from MLS to KWLS. KWLS feeds the KW agent websites.

KWRI - Keller Williams Realty International - located in Austin, TX, is a national headquarters of support services,

not a corporate business headquarters, as one might expect.

MyKW Website - It all begins here. www.MyKW.kw.com. This is where you can reach our KWTSR Intranet, Mar-

ket Center Posts, My Marketing, My Leads, My Transactions, Market Leader, Educational tools, Mobile App and

more.

NAME RIDERS: Name riders can be purchased through Oakley Signs. www.OakleySign.com

Network Connection - KWTSR is equipped with 2 secure wireless (Wi-Fi) connections throughout the office.

To connect to the network, select KW Public or KW Bernardsville from the list of available wireless connections.

The code to access the public wireless network 9087660085. To access Bernardsville the code is kwb-claremont.

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KW ABC’s and “Kel ler i sms”

Newsletter - Our company newsletter is printed several times a year.

Office Computer Sign on - You are provided a user name and password to sign on to any of the office computers

adjacent to both the mail room and the training room.

Open Houses - You are responsible for: Flyers, Mortgage Information, List of other comparable properties, sign-in

sheet (needs to include space for the name of Realtor they may be working with) and Consumer Information

Statement (CIS) All prospects that are not working with another Realtor, are the prospects of the person holding

the home open.

Opening and Closing the office - There is no guarantee that any one person will be opening or closing the office on

any given day, therefore, opening/closing the office on normal work days and weekends becomes the responsibil-

ity of the first and last persons (associates and/or staff) to arrive and/or depart the office. When leaving the

building please make sure all lights are off.

Parking - Please park in the rear lot so that we can reserve the front for our clients and guests.

Phone/Voicemail - Each associate will have a voice mail assigned to him or her. When an associate is not in the

Market Center, the calls will be sent to voicemail.

Placester - KW website, sponsored by Placester, are the latest creation of Keller Williams for all of your consumers

Real Estate needs

Profit Share - A passive income stream to build wealth and long-term retirement benefits.

Printing in Office - If you wish to print to either of the copiers in the work room, you will need to have Reppert

Factor add the printer drivers to your computer. Debbie can assist you with an appointment with Reppert.

Reppert Factor - Reppert Factor is our tech support vendor for all network and computer support matters that

can’t be fixed in-house. When submitting a Help Ticket, your password is normally the last 4 digits of your cell

number. Reppert will initially set up the printer drivers for office printing as well as your cell phone connectivity

to that you can send and receive emails while you are within the office. Their number is 215-945-8869, Ext 3.

Royalty Fee - is a franchise fee that all KW agents pay out of every sale until they "cap” at $3,000 per anniversary

year. This is deducted from agent's commission.

Sales Rally's - We have monthly sales meetings in the training room. Please come to hear regional, local and

office statistics, agent achievements, special topics and more. Our sales meetings are fun!

Supplies - Copies, Folders, Lockboxes, Unibind Books, MREA and Shift Book are all available through our office for

a charge. Please see Debbie or Maryellen for assistance on purchasing any of these items.

Volunteering- Volunteering is an integral part of Keller Williams Towne Square Realty. We have many great caus-

es that we support including our annual food, coat drives, blood drives, school supplies and more.

Wl4C2TS - our culture at KW Win-Win...or no deal; integrity...do the right thing; Customers...always come first;

Commitment...in all things; Communication ...seek first to understand; Creativity...ideas before results; Team-

work ...together everyone achieves more; Trust...starts with honesty; Success...results through people.

Wellness Initiative - It is important to stay healthy and with that in mind we have several different programs for

you to participate in. One is our KWTSR Weight Watchers meetings as well as our discounted membership to our

local YMCA.

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CULTURE is organizing the goals of a business around solid, positive, core values, and then cultivat-

ing them on a daily basis to inspire and motivate the members of the organization. At Keller Wil-

liams, our culture is as diverse as the countless ways in which associates and market centers com-

mit themselves to finding and serving the higher purpose of business.

Established in 2003, KW Cares is a 501(c)(3)

public charity that raises money through Keller

Williams offices worldwide, in order to provide

emergency financial assistance to any member of

the KW family in need and other charities

aligned with the mission and values of Keller

Williams Realty and KW Cares.

KW Cares is the heart of the Keller Williams

culture in action! It is finding and serving the

higher purpose of business through charitable

giving in the communities, market centers and

regions where KW associates live and work.

KW Cares is committed to supporting associ-

ates in need during times of regional, national,

and personal crisis. KW Cares…Caring Associ-

ates Responding to Emergency Situations.

RED Day (Renew, Energize and Donate) is held

in honor of Mo Anderson, vice chairman of the

board, Keller Williams Realty International.

Held yearly on the second Thursday in May,

tens of thousands of KW associates participate

in a vast array of projects, devoting our time to

renewing and energizing the communities in

which we live and work. Red Day is another

example of KW’s culture and displays the ex-

traordinary effect a company can have when

individuals unite as a team for the greater good

of all.

May 19, 2019

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Page 27: Agent Resource Guide 2019...Start getting used to terms like “Dotloop”, “Profit Dash”, “Michael Lewis Marketing”, “Sales Ral-ly” and more as we embrace your desire

Supporting Our Partners

At Keller Williams Towne Square Realty we have many different partners

that we work with every day.

Keller Mortgage, Movement Mortgage and Atlantic Home Loans are our three

financial institutions that we have partnered with for your clients convenience.

Towne Square Title Agency, LLC is our partnership with Acres Title.

It is important that we support our ancillary partnerships as it helps reduce our office costs

which ultimately saves the agents money.

Feel free to reach out to all three companies for excellent results!

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222 Mount Airy Road, Basking Ridge, New Jersey 07920

908.766.0085