All you need to know...

Broker Bay - showing app. for our KWFR office and all our listings

Showing Time - this app, used for other properties you will show

Homes.com - quick access to listings on the MLS, property boundary's

REColorado - quick access to MLS listings and your profile page

Next Door - quick access to your Next Door profile, useful if you are marketing on Next Door if you just want to be in the Know of what is happening in your neighborhood.

Chicago Agent ONE - talk to Laura Roberts laura.roberts@ctt.com - ability to provide a seller net sheet, buyer net sheet, social media posts and marketing

My KW - mykw.kw.com

For: You

Use: to find information on our KWFR Intranet and KW Connect

• KWFR Intranet: office calendar, office posts, office documents, contract documents, Reports, Your Profile, CGI Calculator, etc. Explore this site to see what's on there.

• KW Connect: Ignite and other training info, videos, CGI Calculators. Explore this site to familiarize yourself

Command - www.command.kw.com

For: You

Use: This platform holds your database, tracks your active business and allows you to email individual groups of people, collect your contacts, create campaigns, and much more

REColorado - www.recolorado.com

For: You and Your clients (there is a fee for this) AKA MLS

Use: This website is used to help you find properties for your clients. It most importantly helps your clients find homes for themselves once you set them up on an auto-email search. Explore this sit and plan on taking a class on REColorado to better educate yourself.

CTMe - www.ctmecontracts.com

For: You (free for 30 days, then there is a fee)

Use: Real Time Contracts, just email the contracts once, make changes and the changes will reflect to your client instantly.

Other helpful websites...

Division of Water Resources: https://dwr.state.co.us/Tools/WellPermits

Jefferson County Assessor: https://propertysearch.jeffco.us/propertyrecordssearch/dashboard

Breakthrough Broker: https://www.breakthroughbroker.com/

A real estate business needs direction, and goals provide a path to success.

To determine your goals, we need to start with some basic information...

* how much money do you want to make your first year of RE?

* what are you willing to do to make that happen?

* what actions will you take?

* what is your marketing plan, your budget, your growth plan?

Print out the following documents and fill them out to the best of your ability. You and your coach will establish your goals for your first year based on these documents.

• Add Buyer contact to Database in Command

• Create an Opportunity in Command for any new Buyer

• Open CTMe

  • Create: Exclusive Right to Buy Listing Contract

  • Create: Buyer Advisory

  • Create: Brokerage Disclosure to Buyer

• Email all 3 documents to Your Coach for review before emailing to clients

• Email to Kevin for review kevinwilson@kevinwilson.com

• Email & REVIEW with clients the 3 documents to esign

• Show properties

• Buyer wants to write an offer on a property

  • Call listing agent – find out what would make a good offer for the seller

  • Pull comps – what would be a good offer?

  • Write Offer - Contract to Buy and Sell Real Estate – I can review first before you email to Kevin for review.

  • Talk to Buyer’s lender to get Pre-Approval letter, ask if they will call the listing agent once the offer is submitted.

  • Kevin Reviews all your contracts in your first two years

  • Submit offer to listing agent through CTM with Lender Letter and a friendly email highlighting the great things of your offer.

• Offer accepted…upload the Contract (and Counter if applicable) in the Under Contract section of Documents in the property Opportunity of Command.

• Direct Buyer to:

  • Turn in earnest money on or before Earnest Money Deadline

  • Set up inspections before Inspection Objection Deadline

  • Call their insurance provider to get acceptable insurance on property

  • Comply with dates and deadlines in contract

9. Email me the eCalendar from CTMe

• Add you Seller to your Command Database

• Create an Opportunity in Command for any new listing - Use the Property Address as the name of the opportunity.

• Open CTMe

  • Create: Exclusive Right to Sell Listing Contract

  • Create: Seller Advisory

  • Create other disclosure documents listed on checklist that apply to listing

• Email those contracts to your coach for review through CTMe

• Email those contracts to Kevin for review... kevinwilson@kevinwilson.com through CTMe

• Email clients documents or take documents to listing appointment

• Listing Presentation with seller’s

• Seller’s agree to list with you…

• Create/complete disclosures or other documents listed on checklist that apply to listing

  • Email to clients to esign

  • Upload and Submit listing documents in the Documents section of the Opportunity within 2 Business Days! Need help - take 15 minutes to figure it out on your own, then call Jodi.

• Input listing in the Denver Multiple Listing Service - watch training video on your REColorado about inputting new listing

• Create listing timeline and marketing strategy

• Schedule photographer (after house is decluttered and clean!!!!!!!)

• Schedule Open House

• Schedule Door knocking in neighborhood

• Create Marketing

• Reserve a yard sign from the office and order your Sign Rider from a reputable company or order your personalized yard sign.

• Consult with your coach prior to your list date

Congratulations on getting your Listing Under Contract. So what is next...

1. Inform your client to keep their property clean and tidy for inspections and appraisals.

2. Inform your clients of the deadlines that are coming up in the next week or two.

3. YOU - turn in the contract (and counter if there was one) to the title company

4. YOU - Create a buyer folder in CTM for the buyers names to be added to disclosures -

AND send the disclosures to the Buyer's Agent for the Buyers to sign.

5. YOU - turn in your contract, additional docs and signed disclosures in Command - call me with questions.

6. Email me the eCalendar from CTM so I know where you are in the contract in regards to dates and deadlines. FOLLOW YOUR DATES & DEADLINES

7. Once you received the email Earnest Money Receipt from the title company, change the status of your listing in the MLS to Pending. And inform your client that you've received the earnest money receipt.

8. Inform your client of any inspection dates and times once the Buyer's agent let's you know.

9. CTM has an option of emailing you Deadline reminders - check it out

10. Call me if you have any questions.

11. You will receive emails from me during your Pending process (it's a SmartPlan email so it may not totally apply to your contract and it may not be timely - but it is meant to be of assistance as you work through this transaction.

Once you've successfully closed your transaction....

* Turn in checks to the KWFR office within 24 hours

* Update your client's new address in Command

• Task to follow up tomorrow (how did their move go?)

• Task to follow up in a week

• Task to follow up in a month (how is everything going?)

• Set Home Anniversary

* Change status in the MLS if you had the SELLER

* Upload Closing docs into Command - watch this video on how to separate the file the closing company sends you. Usually the file is one pdf with all the documents together. You will save each document and upload it into the relative section in Command.

Time blocking is a time management method that asks you to divide your day into blocks of time. Each block is dedicated to accomplishing a specific task, or group of tasks, and only those specific tasks.

Monday’s 8:30 am - 10 am - - Team Huddle

• Accountability

• Wins of the Week

• Planning for a productive week - Time Blocking your most important Real Estate Activities

• Real Estate Conversations (Scripts)

Fridays 8:30 am -10 am - - Skills LAB

• Skill based coaching on real estate activities: showing property, preparing a CMA, presenting a Listing Presentation etc.

Saturdays 9 am - 11 am Zoom Only - -Dual Career Coaching

Specifically designed for the agent with another career. Whether you are looking to supplement your current career or eventually phase out of it into real estate, this specific group discusses aspects of the business that are applicable to you! We review - best practices, foundational pieces of running a real estate business and contracts.

Tuesdays 4:30pm - 6:30 pm - - Ignite at Night

Floor is an opportunity for agents to be the "Agent on Duty" if a customer walks in the office or calls KWFR.

The "Agent on Duty", at either the Evergreen or Conifer locations, will have the opportunity to make that walk-in/call-in their lead.

Here is a bit of criteria KWFR would like to ensure our agents have completed so they are prepared for a lead...

* Completed the office orientation

* Participationn in the Coaching Program

* MMAR & Ethics Orientation completed

* REColorado Orientation completed

* Attendance at least 1 Team Meeting a Month

* Attendance at Masterminds weekly

* Prepared a Buyer's Questionnaire and Listing Questionnaire

Look for a Floor Request email that goes out monthly to prepare for the following month.

Once you get under contract, with either a listing or a buyer, you will upload your ctm documents to Command in the Opportunity for the address within 24 hours. You will then fill out the Offers & Commissions tab for that Opportunity.

One week before the closing, the MCA will upload a Commission Disbursement Authorization (CDA) to the Closed section of the Opportunity. Review the CDA, if it looks correct, send it to the title company.

36% of your commission is paid to KWFR/KW (till you CAP)

7% of your commission is paid to the Coach (after you CAP it's 5%)

You can either pay the KW transaction fee or assign it to your client in the agency agreement.

Example of a CDA below

Keller Williams Foothills Realty LLC Expires 09/01/22

10875 US Highway 285, D202

Conifer, CO 80433

Closing Date 12/07/20

Contract Date 11/02/2020

Property Address: 10502 Kline Way, Westminster, CO 80021

Agent: You the Rock Star Agent

Type of Sale Listing

Seller Sara Knippenberg

Buyer Hannah Ross and Michael West

Sales Price $377,000.00

Commission $12,064.00

When signed below, Keller Williams Foothills Realty LLC authorizes the total commission of $6,776.48 to be disbursed by separate check and delivered as indicated. If for any reason the

amounts on the checks are different from this letter of authorization YOU MUST OBTAIN NEW APPROVAL.

Sales associates are not authorized to modify commission agreements.

Keller Williams Foothills Realty LLC............................. $4,343.04

You the Rock Star Agent...................................................... $6,776.48

Coaching Fee......................................... $844.48

KWFR - Transaction Fee...................... $100.00

10875 US Highway

285, Unit D202, Conifer, CO 80433

Date: 11/30/2022 Approved by:

Checks payable to "Keller Williams Foothills Realty LLC" and its associates shall be given to the

associate or delivered along with copies of the closing statement and this form as remittance

advice. The associate will deliver the "Keller Williams Foothills Realty LLC" check, a CLOSING

STATEMENT, and a COPY OF THIS FORM to the Market Center manager.

You track all your training, education and certifications.

Keller Williams Foothills Realty LLC

10875 US Hwy 285 D202

Conifer, CO 80433

32214 Ellingwood Trail #100

Evergreen, CO 80439

NRDS: __________

DORA License: _________

KW Agent ID: ______________

Office ID: KW100 for the Conifer office/ KW101 for the Evergreen office

Brokerage Firm License #: EC 100017779

Active License Year: _______

Three Year Cycle Year Start: 202__ - 202__

Continuing Education Requirements per 3 year cycle = 12 Hours

ACU Courses for Three Year Period = 12 Hours

CMAS is a designation that real estate agents can acquire specifically set up through MMAR: Certified Mountain Area Specialist

Core Classes

 CMAS Onsite Wastewater Treatment Systems

 CMAS Water Quality, Safety, and Drilling

 CMAS Groundwater, Wells, and Water Rights

 CMAS Wildfire Home Assessment

 CMAS Mountain Wildfire Safety & Mitigation

 CMAS Planning and Zoning Issues – Jefferson County

 CMAS Planning and Zoning – Clear Creek & Park Counties

 CMAS Mountain Survey

 CMAS Advanced Title

 Wildfire II Home Assessment, Defensible Space, and Home Hardening

Elective Classes

 CMAS Living with Wildlife and Colorado Law

 CMAS Home Inspections in the Foothills – Inspector Panel

 CMAS Homeowners Insurance issues in the Foothills

 CMAS Radon issues in Real Estate Transactions

 CMAS Appraisals Basics for Mountain Properties

 CMAS Noxious Weeds and High Altitude Horticulture

 CMAS Basics of Building on Land in the Foothills

 CMAS Mountain Real Estate Law

 CMAS Expert Panel – Avoiding & Solving Common Pitfalls Foothills Transactions

 CMAS Conservation Easement

Mountain Home Transactions (not needed by Affiliates) Closing Date  Address_______________________________________________________________________

 Residential  Commercial  Vacant Land  Address_______________________________________________________________________

 Residential  Commercial  Vacant Land

Must complete a total of eight classes within 24 months of first class and close on 2 mountain properties (as either buyer’s or seller’s agent) to obtain CMAS designation. At least four of the eight classes must be core classes. Must complete one (1) class per year to maintain designation, following the year designation was earned. It is the responsibility of the Licensee to retain certificates for record keeping purposes. MMAR assumes no liability for misplaced certificates.