Welcome to the Team Keller Williams Greenville Upstate

Welcome to the Team! Keller Williams Greenville Upstate 403 Woods Lake Rd, Suite 100 Greenville, SC 29607 864 -234 -7500 (Main) Front. Desk 336@kw. com (Main Email)

KWGU Leadership Staff We are here to support your transition. We are partners with you as you prepare to launch your business. Never hesitate to contact one of us with any questions or concerns. That’s what we are here for. KWGU STAFF OFFICE HOURS: Monday – Friday 8: 30 AM – 5 PM PHONES & FRONT DESK OPEN at 9 AM and CLOSE at 5 PM

Leadership Staff Operating Principal Market Center Founder & Investor Dan Hamilton Operating Principal 864 -444 -7285 (Mobile) DHamilton@kw. com CEO/Team Leader/Broker Growth & Profitability Management of Market Center Teresa Cox CEO/Team Leader/Broker 864 -444 -7690 (Mobile) Teresa. Cox@kw. com Assistant Team Leader/REALTOR Growth & Profitability Management of Market Center Kelley Stovall Assistant Team Leader/REALTOR 864 -270 -4532 (Mobile) Kelley. Stovall@kw. com

Leadership Staff SC Broker In Charge Real Estate Legal Compliance for South Carolina All Legal Matters Lynda Sams SC Broker In Charge 864 -350 -8890 (Mobile) LSams@kw. com NC Broker In Charge Real Estate Legal Compliance for North Carolina All Legal Matters Mary Beth Shealy NC Broker In Charge 704 -913 -3233 (Mobile) Mary. Beth. Shealy. Group@gmail. com

Leadership Staff Director of First Impressions Front Desk Reception Lockbox / Printer Management Training Calendar & Communication Coordination Cindy Robinson Director of First Impressions 864 -234 -7500 (Main) Front. Desk 336@kw. com Market Center Administrator (MCA) Accounting / Financial Management Accounts Receivable / Payable Commission Processing Agent Billing Brian Kennedy Market Center Administrator 864 -234 -7500 (Main) Brian. Kennedy@kw. com Assistant Market Center Administrator KWRI Cloud. More Management Agent/Team/Group Maintenance in KWRI Systems Commission Processing Dotloop Compliance for Commission Processing Mandy Underwood 864 -234 -7500 (Main) Mandy. Underwood@kw. com

Productivity Coaching KWGU Productivity Coach Business Planning / Goal Setting Growth Coaching New & Experienced Agent Programs Bill Lawton Broker/Productivity Coach/kw. MAPS Coach 864 -444 -7006 (Mobile) Bill. Lawton@kw. com Productivity Coaching is part of our New Agent on-boarding process, and Whether you are a newly licensed agent, transferring from another brokerage, or simply need an experienced, trained business coach to help you take your business to a new level, the KW Productivity Coaching program can assist you.

Associate Leadership Council Jason Scott 864 -354 -5766 rjasonscott@kw. com Anna Catron Corinne Nickell Zane Meadors 864 -915 -1316 annacatronkw@gmail. com 864 -915 -8110 cnickell@kw. com 864 -325 -2242 zane@kirbyzane. com Andy Valalik Joyce Valalik 864 -735 -7795 andyv@kw. com 864 -735 -7712 joycev@kw. com

OUR VALUE OUR MISSION To build CAREERS worth having, BUSINESSES worth owning, LIVES worth living, EXPERIENCES worth giving, and LEGACIES worth leaving. GOD, FAMILY, then business. OUR PERSPECTIVE OUR VISION A TECHNOLOGY COMPANY THAT PROVIDES THE REAL ESTATE PLATFORM THAT OUR AGENTS’ BUYERS AND SELLERS PREFER. To be the real estate COMPANY OF CHOICE For agents and the customers. Keller Williams thinks like a top Producer, acts like a trainer-consultant, and focuses all its activities on service, productivity, and profitability.

Commonly known as the WI 4 C 2 TS…and said like this: OUR BELIEF SYSTEM WI 4 C 2 TS 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 TEAMWORK together everyone achieves more TRUST starts with honesty SUCCESS results through people Wi – Four C’s – Two T’s

YOU’VE MADE A DECISION TO JOIN US, SO NOW WHAT? YOU ARE SOMEWHERE IN THIS PROCESS… Let’s move forward from there. Where do YOU start? Have you completed these three pieces? If not, make those arrangements. Meet with TEAM LEADERS (Teresa Cox and/or Kelley) Learn about KWGU and history of KW, both our visions and direction as a company and what that means to you. Meet with BROKER IN CHARGE (Lynda Sams) SC-REC-LLR Broker Application executed and mailed. Understand the training – coaching – mentoring opportunities. KW and KWGU Paperwork Completed Independent Contractor Agreement and all paperwork needed to add you to the KW systems. (30 Minutes) The next several pages will walk you through a flowchart of the on-boarding process to help clarify steps and the action steps YOU need to take.

WHAT’S NEXT? What can you be doing before you are officially licensed? 1 Professional Photo Greenville HEADSHOTS 2404 Laurens Rd, Suite B Greenville, SC 29607 864 -881 -1281 Greenville. Headshots. com Joe Jordon 1621 E. North Street Greenville, SC 29607 864 -616 -0678 Greenville. Headshots. com Ernest Rawlins 726 Wade Hampton Blvd Greenville, SC 29609 864 -271 -0002 Greenville. Headshots. com Once photo completed send in ‘High Resolution’ to Cindy at Front. Desk 336@kw. com. 2 Create Your Database Your business will begin and end with your personal “database” of relationships. Who do you know? Gather your names, and contact information to be ready to be entered into KW Command! Use notecards or notebook and start making a list, OR…You may want to create an excel spreadsheet with separate columns. Start gathering your data and you will be prepared to enter into KW Command system. As you begin to learn how to use your KW Command system you can add your people one at the time or with an import from the spreadsheet. Don’t worry…Your staff and trainers will show you how! Josh Norris People Photographer Joshnorrisstudios. com

WHAT’S NEXT? While you’ve been busy…We’ve been busy too. You have been added to the KWGU internal systems and this has been communicated to our outsourced marketing company called Scott Le. Roy Marketing for assistance with KWRI on-boarding. 3 Watch for WELCOME email from Mandy… You will receive several emails over the first few days. You will receive your mykw. com user name and password. DO NOT MAKE ANY LOG IN or PASSWORD changes or worry about even logging into my. KW at this time. You will receive an email with passwords and access once you have completed the on-boarding questionnaire with SCOTT LEROY MARKETING (SLM). 4 Scott Le. Roy Marketing (SLM) Questionnaire to complete. CLICK HERE https: //scottleroymarketing. com/kw-resources/questionaires/setup/ Enter your Market Center or password: 336 PREP SHEET - NEXT PAGE Mandy will provide a link to the SLM questionnaire in her WELCOME email and its provided here as well, if you’re viewing this presentation online. Complete the questionnaire as quickly as possible. Once finished SLM will complete your set up in KWRI online profile / systems. It will take SLM approximately 24 hours to do this. After you are completely set up you will receive your “My. Kw Set Up Complete” email from support@Scott. Leroy. Marketing. com containing all your login information and links.

Preparation for Completion of SLM Questionnaire (Page 1 of 2) It will help to be prepared before you click the link to fill out the questionnaire. If you are “prepared” it will take you about 15 minutes to complete. It is important that you do this as soon as possible. Many other “launch” pieces are waiting on this. What you supply here will populate the “agent white pages of KW Realty International” located in my. KW. SO…What will you need to know? The categories are in RED and follow the questionnaire. u PERSONAL INFORMATION First Name - Last four digits of SS# u Personal Email Address (Your set up info will be sent here. ) u Mobile Phone (Business) u Cell Phone Service Provider u Social Media profiles that you wish to link (can be updated later) u Real Estate Industry Designations that you’ve earned (can be updated later) u Biography (can be updated later) u Additional languages that you speak u Your slogan/catch phrase/motto? (can be updated later) YOUR PREFERENCES 4 u Create a NEW PASSWORD u Let SLM know if you have an email address you would like to use other then the kw. com one that will be created for you. For business your kw. com email is best. u Give 3 options for your new kw. com email address. u Give 3 options for your new website address. u Any types of home sales you’d like to list as SPECIALTIES? (can be updated later) u List of cities / communities that you’d like to list on your profile. ( can be updated later)

Preparation for Completion of SLM Questionnaire (Page 2 of 2) It will help to be prepared before you click the link to fill out the questionnaire. If you are “prepared” it will take you about 15 minutes to complete. It is important that you do this as soon as possible. Many other “launch” pieces are waiting on this. What you supply here will populate the “agent white pages of KW Realty International” located in my. KW. SO…What will you need to know? The categories are in RED and follow the questionnaire. ACCESS INFORMATION u What is your my. KW. kw. com username? u What is your current my. KW. kw. com password? You got this in your WELCOME email from Mandy. This is needed so SLM can set up your TECH tools for you. 4 MISCELLANEOUS INFO u MLS Board: Greater Greenville Association of REALTORS u Add your photo (can be updated later) u Add your personal logo (can be updated later) OFFICE/MARKET CENTER INFORMATION u Keller Williams Greenville Upstate - #336 u Address: 403 Woods Lake Rd, Suite 100, Greenville SC 20607 Once you complete the questionnaire, SLM will provide an option to create a custom email signature at no cost. Just follow the direction for that.

SC LLR Real Estate Commission has been processing your license. We are watching the SCLLR-REC website for the posting of your official license and you will be notified when complete. 5 4 YOU HAVE A LICENSE #. Now you are officially licensed even though we have not received your “pocket cards”. You will now need to join the Greater Greenville Association of REALTORS, and the Multiple Listing Service. (GGAR & MLS) The GGAR & MLS Applications are here in your new agent folder, and if not, Cindy and Lynda will have copies at the Market Center. These applications require your business data, such as business email and phone, which you now have from your set up by SLM. Two signatures are required as well; Lynda’s signature as our Broker In Charge (BIC), and yours. You will need to be prepared with your method of payment to join these organizations. A debit or credit card will be required to set up the automatic draft for your SUPRA (Lockbox/Key)account. 6 Very Important! Once you have joined, be sure to get your MLS ID # to Mandy.

THE MILLIONAIRE REAL ESTATE AGENT By Gary Keller Commonly known as the WI 4 C 2 TS…and said like this: Wi – Four C’s – Two T’s

TRAINING * COACHING * MENTORING The fun begins! 7 8 Go to GGAR. COM, and then Calendar of events to register for MLS Orientation and GGAR Orientation, if you haven’t already. You received the upcoming dates for these when you joined. These are two different classes. One is a full day and the other a half day and you must attend both. You received your NAR (NRDS) # in your confirmation of membership. YOUR NRDS # will be your user name, and your last name is your password. Back to GGAR. COM , and then Calendar of events to register for all 7 Paragon classes as soon as possible: u Paragon Essentials u Paragon Listing Input & Maintenance u Paragon Custom Searches & Reports ALL PARAGON u Paragon Collaboration Center CLASSES ARE u Paragon CMA Presentations u CRS Tax Suite - Basic Training u CRS Tax Suite - Advanced Training & CRS FREE!

9 7 11 TRAINING * COACHING * MENTORING The fun begins! Watch our KWGU Training Calendar. Access at mykw. com, Click on Market Center Intranet link See message board and calendar on right. Click “View Calendar” See classes offered Click class to learn more about it. Register. Take the Keller Personality Assessment (KPA) if you haven’t already. Watch for LINK by email from Market Center. 4 MARK YOUR CALENDAR the following classes every week for first 90 days: 1) 2) 3) u u u u 12 10 Mondays: 9 – 11 AM with Teresa (Team Leader) Wednesdays: 11 AM – 1 PM KW COMMAND Workshop with COMMAND COUNCIL Thursdays: 10 AM – 12 PM with Lynda (BIC) Map out your training and learn to use your KWGU Google calendar. Set up and gain access to KWGU Agent DRIVE Folders. Download KELLE / KW Mobile App Learn how to access KW Command - agent. kw. com Set Goal in Career Growth Initiative Platform Get Buyer and Seller Packet of Forms to review and bring to BIC Class. Discuss and learn ways to establish a database. Begin to build your presentations: Listing and Buyer Presentation Make an Appointment with Productivity Coach for One on One Business Planning Session. CALL or TEXT Bill Lawton at 864 -444 -7006

INTERNAL COMMUNICATION SOCIAL MEDIA 13 FACEBOOK Private Group for our Market Center only: Official Kw Greenville Upstate Agents 4 MARKET CENTER INTRANET 14 my. KW. kw. com CLICK ON “My Market Center Intranet” for internal message board and access to Training Calendar EMAIL 15 18 WATCH YOUR EMAIL INBOX for important messages from Leadership and Staff.

BUSINESS CARDS * NAME TAG SIGNS & LOCKBOXES CONTACT: Cindy at frontdesk 336@kw. com or 864 -234 -7500 16 Meet IT/TECH Representative for PRINTER SET UP-Schedule with Cindy at frontdesk 336@kw. com - Available every WEDNESDAY afternoon. 4 17 18 19 BUSINESS CARDS: You will receive an email from Cindy with link to AGENTStore. com to begin that process. You will need your professional photo to upload, unless you prefer no photo. NAME TAG: Ordered by you from AGENTStore. com also YARD SIGNS: You can choose to order your signs as you need them, one at the time from local providers, or you can custom design, and order in bulk from numerous sign companies accessed online. Sign layout must be approved by Broker In Charge for SC Legal Compliance. Suggested sources listed below: FASTSIGNS 717 Airport Rd Greenville, SC 29607 864 -292 -5000 fastsigns. com SIGN SOURCE 1200 Woodruff Rd, #C 18 Greenville, SC 29607 864 -292 -0500 signsourcegreenville. com CS 2 Signs & Graphics 4357 State Park Rd Greenville, SC 29609 864 -551 -7110 cs 2 signs. com BUILD-A-SIGN / KW 877 -419 -6759 Build. ASign. com

MARKETING COMPANIES PRINT & DIGITAL & APPAREL NOTECARDS * ANNOUNCEMENTS * DOOR HANGERS * HOME BOOKS & LISTING FLIERS PRINT & DIGITAL Marketing: KW COMMAND: agent. kw. com and DESIGN and CAMPAIGNS! You will learn to use by attending the KW COMMAND Workshops on Wednesdays and LIVESTREAM 4 online trainings. 20 1) 2) Michael Lewis Marketing Suite (MLMS) https: //mlms 2. orderingstore. com MLMS Virtual Assistant program available at additional cost. 21 APPAREL * PROMOTIONAL ITEMS * CARDS * PRESENTATION FOLDERS KWRed. Store. com / 877 -219 -2903

REFERENCE GUIDE 22 WEBSITES & TECH SUPPORT & DOTLOOP KW National Website: www. kw. com my. Kw. kw. com: This is used by our associates for KWRI and internal office information, social posts, calendars and office resources allowing you to know what’s going on in our office at any 4 given time. This is accessed through your mykw. com KWConnect. com: A 24/7 training website which provides thousands of training videos on getting set up with Keller Willams from marketing, buyer and seller mastery, lead generation, to managing your email, websites, reports and more. DOTLOOP: Our transaction platform allowing paperless & electronic signatures. Access at my. Kw. kw. com SUPPORT: Send email to support@dotloop. com PHONE: 513 -257 -0558 KW COMMAND & CONSUMER APP INFORMATION KWConnect. com/tech-enabled-agent Keller Mortgage (KM) Website: www. kellermortgage. com Click on “For Agents” Scroll to “Agent Resources”, and click on “Want to sign up for access to KW and Zero. Plus Loan?