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AGENT BENEFITS & RESOURCE GUIDE DISCOVER HOW FAR YOU CAN GO

EAL LT Y CHARTER ONE REA #1 Ranked Real Estate Company in the Lowcountry

ONE COMPANY Charter One Realty sets itself apart as a trusted brokerage in the Lowcountry through our diverse team of expert real estate agents, management, and support staff. Our extensive knowledge of current market conditions, strong negotiation skills, and years of experience in the Lowcountry’s unique real estate market have helped our brand grow across local, regional, and international markets.

ONE VISION With unparalleled market expertise, resources, leadership, integrity, and professional service, Charter One Realty strives to provide a superior client experience across all market segments.

ONE MISSION Established in 1986, Charter One Realty’s mission has always been to build value for our company by offering unparalleled services to our clients. To achieve this, each agent must be exceptionally knowledgeable, professional, and possess a strong work ethic to assist buyers and sellers in achieving their real estate goals and objectives. Over the years, only the Realtors who have displayed these values have been invited to join Charter One Realty. This has earned Charter One Realty recognition as the market leader in the Lowcountry.

Ag ent Res ource Guide

TAKING YOUR BUSINESS TO THE NEXT LEVEL Looking to take your real estate business to the next level? Look no further than Charter One Realty. Our brand conveys integrity, strength, and trust. As such, it will help you differentiate yourself in the Lowcountry real estate market. Charter One Realty enjoys an established reputation in the Lowcountry with a strong heritage of more than 40 years. The company is a full-service organization with ten offices throughout the area. With an unparalleled combination of expert sales professionals, leading-edge technology, strong local lineage, and proven success, Charter One Realty is the informed choice for buyers and sellers in our area. Throughout this guide, you will find the tools, resources, and services Charter One Realty provides to help you deliver a higher level of service to your clients. We make a commitment to our agents through branding, marketing, technology, and community service. This commitment will assist you in building relationships with your clients, generating repeat and referral business, and ultimately helping you reach your business goals.

40 years Agent Res ource Guide

Ag ent Res ource Guide

Agent Res ource Guide

ABOUT US

#1 IN LISTINGS & SALES IN THE LOWCOUNTRY SINCE 2001 AGENT BENEFIT Charter One Realty leads the way when it comes to marketing and selling real estate in our local market. Our brokerage continues to outpace competing firms in the Lowcountry, representing more buyers and sellers year-to-date. Our roots run deep, providing us the reach, resources, contacts, and experience that make the difference. For this reason, more buyers and sellers turn to Charter One Realty agents for all of their real estate needs.

ONE

Property Sold Every Five Hours in 2025

$1.67 BILLION in Sales in 2025

1,600+

Clients Represented in 2025

PROVEN RESULTS

2025 REAL ESTATE SALES AND TRANSACTIONS

BROKERAGE

2025 SALES VOLUME

2025 SELLERS REPRESENTED

2025 BUYERS REPRESENTED

CHARTER ONE REALTY

$1.67B

899

718

COMPANY #2

$683M

452

556

COMPANY #3

$431M

364

332

COMPANY #4

$412M

151

165

COMPANY #5

$315M

191

218

This information is based on data provided by Resides MLS. Resides MLS does not guarantee and is not in any way responsible for its accuracy. Data provided by Resides MLS may not reflect all real estate activity in the market.

Ag ent Res ource Guide

ABOUT US

THE LOWCOUNTRY’S LUXURY BRAND Our consistent investments on behalf of buyers, sellers, and communities pay dividends for our clients. Like leading international luxury brands, Charter One Realty delivers polished world-class marketing with global reach. But one need only look at actual sales in the Lowcountry and at the area’s $1,000,000+ transactions to understand that Charter One Realty is the Lowcountry’s leading luxury brand.

Representing More $1 Million+ Buyers Than Any Other Brokerage In The Lowcountry Shown in Number of Buyer Purchases | January 1, 2025 - December 31, 2025 *

238

COMPANY #2

COMPANY #3

COMPANY #4 *

COMPANY #5

Representing More $1 Million+ Sellers Than Any Other Brokerage In The Lowcountry Shown in Number of Seller Transactions | January 1, 2025 - December 31, 2025 *

350

COMPANY #2

COMPANY #3

COMPANY #4

COMPANY #5

50 *Indicates a LeadingRE affiliate.

Agent Res ource Guide

ABOUT US

COMMERCIAL REAL ESTATE DIVISION AGENT BENEFIT As a full-service residential real estate brokerage representing a significant share of transactions in the Lowcountry, our client base is a wealth of referrals who want to invest in commercial real estate. This fact alone sets us apart from any other residential or commercial real estate company in our service area. Our commercial brokers focus on commercial real estate opportunities and respect the relationships that you already have with YOUR clients. Your client relationship remains protected every step of the way.

SUPPORT Looking to refer a commercial buyer or seller? Reach out to any of the commercial brokers listed above.

Ag ent Res ource Guide

ABOUT US

GIVING BACK AGENT BENEFIT At Charter One Realty, we take pride in being a good neighbor and we are committed to strengthening our community.

Osprey Village

Every year, Charter One Realty donates to numerous local charities and organizations including, but not limited to: Boys & Girls Club, HELP of Beaufort, Arts Center of Coastal Carolina, Hilton Head Symphony Orchestra, Fellowship of Christian Athletes, the building of Habitat for Humanity homes in Bluffton and on Hilton Head Island, Osprey Village, Volunteers in Medicine, Deep Well, Hilton Head Heroes, First Presbyterian Day School, and the RBC Heritage.

RESOURCES

Habitat For Humanity

We also believe in supporting our agents and their charitable endeavors. Thinking of sponsoring an event? Charter One Realty will match an agent’s sponsorship of eligible charitable events up to $250.

SUPPORT Submit sponsorship requests through CORI or contact CorpMarketing@CharterOneRealty.com for assistance.

Volunteers in Medicine

Agent Res ource Guide

ABOUT US

NATIONAL RANKINGS OUR RANKING Charter One Realty ranks among the nation’s leading independent brokerages, according to several respected real estate industry rankings. With a total sales volume of over $1.67 billion and completing more than 1,600 transactions in 2025, Charter One Realty placed among the top national brokerages in the U.S. according to the Swanepoel Mega 1000 list, RIS Media Power Broker Survey, and the REAL Trends 500.

Now in its 39th year, the RealTrends 500 remains the industry’s most trusted and comprehensive benchmark for residential real estate performance. All data submitted is independently verified, ensuring the accuracy and integrity of the rankings.

TOP 1%

#186

TOP 500

Charter One Realty ranks among the top 1% of all U.S. brokerages.

Ranked #186 out of the top 1,000 brokerages in the U.S. based on sales volume.

Ranked in the top 500 Brokerages in the U.S. by sales volume and transaction sides.

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ABOUT US

NETWORKING AND EVENTS AGENT BENEFIT The RBC Heritage is one of the most prominent annual events in the Lowcountry. Every year, Charter One Realty’s Hospitality House has been a fixture at this high-profile event with guests returning time and time again for our famed pulled pork sandwiches and Moon Pies.

RESOURCES As one of our agents, you will have access to this invaluable tool for entertaining clients and raising your profile among thousands of island visitors and locals. We consider this tradition one of the most important things we do as a company, not only for our clients and prospects, but also for our agents.

SUPPORT Your Marketing Specialist will create and send out the RBC Heritage Hospitality House Invitation to your client database.

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AGENT TOOLS

CHARTERONEREALTY.COM

#1 Visited

Real Estate Website in the Lowcountry

AGENT BENEFIT An online presence is vital to today’s marketing success. CharterOneRealty.com is the #1 local real estate website for marketing Lowcountry properties. We pride ourselves on having the most extensive online marketing program in our area. Our effective print & digital techniques produce: • More Website Visitors • More Property Views • More Impressions • More Exposure to engaged, qualified buyers

RESOURCES In 2025, CharterOneRealty.com had over 650,000 website visitors and over 1.25 Million page-views. Use the Online Advantage Graph to show how our website stacks up to the top 10 local brokerage websites by the number of website visitors.

Over 650,000 Website Visitors in 2025

1.25 Million+ Page Views in 2025

Found on

Page One

of Search Engine Results

Information is based on data provided by SimilarWeb from 01/01/25 - 12/31/2025.

SUPPORT Your Marketing Specialist can print this graph in-house or order a copy from our Print and Mail Center.

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AGENT TOOLS

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) AGENT BENEFIT Access to Charter One Realty’s back-end platform and CRM helps you track tasks, emails, client correspondence, and marketing activity. You will find that the backend of CharterOneRealty.com offers much of the same functionality as MLS, such as the ability to set up saved searches for clients - but in a streamlined and user-friendly format.

RESOURCES • • • • •

Powerful insights into what the CharterOneRealty. com visitor is searching for online Automatic client notifications when new listings hit the market Ability to group and tag clients and market to them accordingly Set up reminders and action plans Stay in front of clients with established drip campaigns

SUPPORT Contact Paige Rose, PaigeRose@CharterOneRealty.com for assistance with registration and implementation.

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AGENT TOOLS

CORI AGENT BENEFIT Our company intranet, CORI, streamlines communication and keeps essential tools in one place. Agents can quickly access company news, frequently used websites, community photos, company forms, listing and contract packages, advertising tools, marketing resources, and IT support.

https://cor.myhubintranet.com/

RESOURCES Agents and staff members have access to CORI and use it for: • • • • • • •

Quick links to frequently used websites Broker documents, including listing and transaction forms Marketing tools and products Ordering marketing and submitting mailings Community information, including plats & community photos Company directory Webinar recordings & training videos

SUPPORT Your onboarding team will provide access to CORI. Training will be provided by Human Resources and the Corporate Marketing Team.

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AGENT TOOLS

EGNYTE AND SKYSLOPE

AGENT BENEFIT Charter One Realty operates in a paperless environment through Egnyte and SkySlope, giving agents secure access to important files wherever they have internet access. Egnyte is one unified platform to manage our content and files. The file storage system is easy to use and can be accessed from any device - including your phone. SkySlope is a centralized location for listing and transaction management from contract to close.

RESOURCES Agents have private drives with organized folders on Egnyte. Additionally, agents are given access to SkySlope to review and oversee transactions. Listing, Marketing, and Transaction Specialists upload files to both platforms for the agents.

SUPPORT Your onboarding team will provide access to Egnyte and SkySlope. Assistance can be provided from any member of your Specialist team.

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AGENT TOOLS

ZILLOW SHOWCASE AGENT BENEFIT Zillow Showcase is a premium listing marketing package for real estate agents that helps listings stand out on Zillow. Showcase listings include the following elements: • • •

Scrolling hero imagery Virtual tours Interactive floor plans

• • •

Room-grouped photography Agent branding Eye-catching icons and markers in Zillow search

Zillow Showcase is not an agent lead source. It is built and intended to grow interest and action for a specific listing. Contact Derrick Walker, Sr. Sales Executive, at (720) 258-4503 or dwalker@zillowgroup.com and let him know you are with Charter One Realty to receive the discount!

IN-HOUSE IT SOLUTIONS AGENT BENEFIT Our comprehensive agent support tools include access to our in-house IT specialist. Our specialist is always on the go, ready to provide an immediate response to computer problems big and small, on Macs and PCs, at all of our offices. From setting up network connections, printers, office phones and email, to connecting you to the company intranet, you will be up and running in no time with quick and friendly support should you encounter any work-related IT issues.

SUPPORT Contact our IT Specialist for questions and support. | TechSupport@CharterOneRealty.com

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AGENT TOOLS

THREE SPECIALIST SUPPORT SYSTEM AGENT BENEFIT

STAFF TO AGENT RATIO IS 1:3

In addition to our team of top-producing Realtors, we have a team of industry specialists supporting our agents each step of the way. We have created and fostered an environment for likeminded real estate professionals, management, and support staff who are among the best in the business, who strive to meet and exceed our clients’ needs and expectations.

RESOURCES Charter One Realty has a unique support structure consisting of up to a three-specialist support system which provides each sales professional a listing, marketing, and transaction specialist. These specialists attend to the details of every transaction, create and share effective communications, and ensure every step of the process runs as smoothly as possible - freeing our agents to list and sell more real estate.

SUPPORT Each agent is provided with a Listing Specialist, Marketing Specialist, and Transaction Specialist.

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AGENT TOOLS

SUPPORT: FROM SALE TO SOLD LISTING SPECIALIST TASKS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: DOCUMENTS: • Listing Agreement/Input Data Sheet • Property Disclosure and/or Addendum • Listing Processing Form • E-Signature Certificate (if applicable) • Relationship (Agency) Disclosure • Tax record (pull from Realist) • Estimated Annual Expenses • Elevation Certificate (if applicable/ available) • Plat • Deed (listing MUST match the Deed) • Listing Delay Authorization • Upload all Docs to Agent’s Cloud Drive & SkySlope (make sure BIC/Agent signatures are on MLS Docs) MLS: • Upload Listing Agreement & Input Sheet to MLS • Upload Photos to MLS • Upload Property Disclosure to MLS • Upload floor plan (if available) • Upload Estimated Annual Expenses (if available) • Add Unbranded Virtual Tour (if not Prop. Panorama) • Validate Listing in MLS • Listing Compliance Check • Add Lockbox & Assign in Supra • Email MLS Full Display to Agent • MLS Tour: Email agent available dates, Scheduled tour date in MLS, Add tour to calendar • Public Open House: Add open house to calendar, MLS, Realtor.com, Zillow.com, Trulia.com

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INTERNAL TASKS: • Create Listing in SkySlope and Import Tasks/Reminders (Expiration, Tour, Open House, etc.) • Add to Office Boards (if applicable) • Thank-you letter emailed/mailed to client • Make Agent File (if requested) START-UP MARKETING: • Add to Agent’s landing page on COR website (If team, add to all agents on team) • Enhance on Luxury Websites • Realtor.com Enhance/Add Virtual Tour • Add to Community Website (Berkeley/ Belfair/Long Cove, etc,. if applicable) • Add to Agent’s: Zillow, Trulia, Other agent-owned sites • Add to Agent’s Top Producer (if applicable) WITHDRAWN/EXPIRED LISTING TASKS: • If BOM, Add MLS# back to Agents Landing Page on COR website • If Withdrawn/Temp off Market, attach CO w/documentation to Doc Manager Change Status to Withdrawn/Temp Off Market • Remove from Community Websites (if applicable) • If Withdrawn Cancel Expiration Reminder in Outlook • If Withdrawn or Expired Remove Lockbox from Supra/update lockbox inventory logs (Agent must return lockbox first) • If Withdrawn or Expired upload MLS Agent Full (with status, date noted) to Agent’s Cloud Drive & SkySlope • Update Top Producer with Withdrawn date and change status to Withdrawn; If Expired, change status to Expired

• •

If BOM change to Active and validate Expiration Date (if applicable) Upload copy of MLS Full Display(s) (with status, date noted) to Agent’s Cloud Drive & SkySlope

MARKETING SPECIALIST TASKS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: LISTING MARKETING: • Just Listed E-blast, if requested • Just Listed Mailing, if requested • Submit request for post thru CORI for COR’s Facebook • Brochure/Booklet: create per agent request • Tour E-blast (confirm date in SkySlope) • Tour Critique Sheets, if requested • Post to Agent’s social media accounts, if requested • Price Change E-blast, if requested • Price Change Mailing, if requested POST-CLOSING MARKETING: • Just Sold/Brought Buyer E-blast, if requested • Just Sold/Brought Buyer Mailing, if requested • Post to Agent’s social media accounts, if requested AGENT-SPECIFIC MARKETING/SELFPROMOTION: • Agent/Community Newsletters • Agent Market Report Mailings • Personalized COR Market Report Magazine • Personalized COR Navigator Magazine • Personalized COR Price Point Sheets • Open House Announcements & Materials (email and/or mail) • Other agent-specific postcards/mailings

AGENT TOOLS

PRINT ADVERTISING: • Submit $1M+ properties for additional exposure through LPI • Submit properties for COR co-op Ads on behalf of Agent(s) • Create/Submit Individual Ads on behalf of Agent(s) DIGITAL ADVERTISING/MARKETING: • Post property video (Branded/ Unbranded), if requested • Create/Post Social Media Campaigns (All other tasks listed above need to be completed for all agents who are supported by the Marketing Specialist before time can be dedicated to an individual Agent’s/Team’s personal, online/social media campaigns.) PENDING MARKETING: Occasionally there are requests from agents; BIC and/or Office Sales Manager must give prior approval: • Under Contract/Brought Buyer E-blast • Under Contract/Brought Buyer Mailing • Upload to Agent’s social media accounts

TRANSACTION SPECIALIST TASKS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: UPON CONTRACT ACCEPTANCE: • Create SkySlope Transaction (if not our listing) or Update Current Listing Status to Under Contract • Upload Contract Docs/All Addenda Signed/Initialed/Dated to Agent’s Cloud Drive & SkySlope • Escrow Received • Wire confirmation & copy of check email from Atty: • Additional Addendum received (Inspection, Due Diligence, Bill of Sale, Flood, etc.) • Seller’s Property Disclosure • POA Addendum Received, if applicable • Agency Relationship Disclosure received

• • • • •

•

• • • • •

Buyers Agency Agreement received (if COR on Buyer Side of transaction) Dual or Designated Agency Agreement received, if applicable Upload Tax Record Pend if COR Listing Upload copy of MLS Full Display(s) (with status/pending date noted) to Agent’s Cloud Drive & SkySlope Complete Contract Processing Form (CPF) & upload to Agent’s Cloud Drive & SkySlope Send copy of Contract Docs and CPF to Attorney(s) Send copy of Contract to Lender, if applicable Thank You letter and copy of Contract emailed/mailed to client. Add to Office Board, if applicable Import Tasks/Reminders in SkySlope (2nd Escrow, Contingencies, Closing Date, etc.)

WHILE UNDER CONTRACT: • Upload any new Docs to Agent Cloud Drive & SkySlope as Received • Coordinate access to the property for vendors, if applicable • Coordinate ordering and obtaining the CL-100 with attorney, if applicable • Coordinate Repairs, if applicable (Agent determines list of requested repairs, staff can type-up & circulate) • Acquire Repair Invoices for Attorney and Broker File, if applicable • Work with Lender, if applicable, including sending CL-100 & Paid Repair Invoices • Review Prelim (HUD) Settlement Statement for accuracy prior to closing • After Prelim (HUD) Settlement Statement, obtain completed Agent Commission Authorization (ACA) form from Agent POST-CLOSING: • Confirm Commission Check/HUD are accurate before forwarding to accounting • Send Commission check, Final CPF, and

• • • • • •

• •

•

Final ACA to Accounting (Referral Forms, if applicable) Remind agent to remove yard sign, if applicable Remind agent to remove and return Lockbox, if applicable Delete Lockbox from MLS Unassign in Supra (if applicable) Close in MLS if COR Listing Send copy of MLS Full Display “Closed” to: Agent, Listing Specialist, Marketing Specialist Send email to Database Specialist to update Company Database Mailing List Upload final (HUD) Settlement Statement, Copy of Commission Check & ACA to Agent’s Cloud Drive & SkySlope Give final (HUD) Settlement Statement, Commission Check & ACA to Agent Upload Authentisign/E-Sign Certificate(s), if applicable to Agent’s Cloud Drive & SkySlope Check-Off Tasks and Reminders completed before closing out property in SkySlope Confirm All Documents/Emails have been uploaded to SkySlope then Close-Out Transaction

BOMBED CONTRACT: • Obtain and upload Fully Executed Release Agreement, signed by Broker, to Agent’s Cloud Drive & SkySlope • Obtain and upload Authentisign/E-Sign Certificate to Agent’s Cloud Drive & SkySlope, if applicable • Confirm All Documents/Emails have been uploaded to SkySlope then CancelOut Transaction • Reactivate Listing in SkySlope, if applicable • Return property to “Active” status in MLS, if our listing and applicable • Send copy of MLS Full Display “Back on Market” to: Agent, Listing Specialist, & Marketing Specialist

Agent Res ource Guide 19

MARKETING TOOLS

THE CHART ROOM Your Gateway to Marketing Resources at Charter One Realty.

AGENT BENEFIT The Chart Room is the gateway to the marketing tools at Charter One Realty and where the journey of your listing begins. Our marketing approach is designed to tell the story of your listing through professional marketing and extensive advertising across all possible communication channels ensuring high-quality exposure that is unmatched by competing companies. Whether it’s a new listing, price reduction, pending, or sold, let’s share the story.

RESOURCES The App provides easy access to Charter One Realty marketing resources, including: •

• • •

Requests for E-Blasts, Social Media Promotions, Booklets, Brochures, Property Magazines and Direct Mail for your listed properties. Listing Presentation Materials Luxury Affiliate Resources Referrals

SUPPORT Contact Marketing@CharterOneRealty.com for a link to download the App.

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MARKETING TOOLS

CUSTOMIZABLE TEMPLATES AGENT BENEFIT To help you create a polished, professional presentation, we have created eye-catching brand-enhancing property brochures, direct mail postcards, and email templates. Included in those templates is a magazine-quality booklet explaining the benefits of Charter One Realty. This piece is a valuable tool in any listing proposal. Our marketing specialists have access to dozens of pre-designed materials and direct mail options that make it easy to execute impactful farming or property promotion pieces while maintaining brand consistency. • • • •

Postcards & Direct Mail Templates Property Booklets Multi-Page Brochures Multi-Page Magazines

RESOURCES All Marketing Specialists have access to the templates through CORI. Each template can be customized to include your personal brand.

SUPPORT Your Marketing Specialist will create or customize templates to fit your marketing needs.

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MARKETING TOOLS

DATABASE MANAGEMENT AGENT BENEFIT Our in-house direct mail center not only assures that you get the best postage rates, but our full-time Database Manager continuously gathers and updates addresses, making this information available to all Charter One Realty agents. Additionally, the Database Manager can build specific farming databases tailored to each agent’s individual needs and desired target recipients.

RESOURCES As part of the print-to-mail process, your Marketing Specialist will request the database on your behalf while creating your farming piece.

SUPPORT Your Marketing Specialist along with our full-time Database Manager. | Marketing@CharterOneRealty.com

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MARKETING TOOLS

IN-HOUSE PRINT & MAIL CENTER Located at 59 Sheridan Park Circle, Unit D | Bluffton, SC

AGENT BENEFIT One of the most valuable tools in a successful Realtor’s kit is direct mail. Charter One Realty has made every effort to make direct mail affordable and streamline this vital process for our agents. Each year, more than 2 million pieces of direct mail are sent from our mail center. Our in-house print center ensures that what you are sending out will be noticed, with professional quality printing of brochures, booklets, marketing materials, and direct mail pieces at highly competitive rates.

RESOURCES All marketing pieces (property brochures and farming materials) are submitted to the print and mail center on your behalf.

POSTAGE EXAMPLES * TYPE

Revised February 2026

1st CLASS (stamp)

POSTAGE METER

(less than 500 pieces)

AVG. BULK RATE

(minimum 200 pieces)

#10 Envelope

$0.78

$0.74

$0.38 - $0.45

Postcard (5.5 x 8.5/6 x 9/6 x 11)

$0.78

$0.74

$0.38 - $0.45

8.5 x 11 Postcard

$1.63

$0.79 - $0.85

Self Mailers (Cross/Tri-Fold)

$0.78

$0.74

$0.38 - $0.45

Self Mailers (11 x 17 Half Fold)

$1.90

$0.85 - $1.05

Self Mailers (Tri-Fold w/ Brochure Paper)

$1.07

$1.03

$0.40 - $0.50

9 x 12 Envelopes w/ Inserted Mag

$1.63+

$0.85 - $1.05

N/A

EDDM* $0.29 (Average) *Prices are subject to change due to supplier rates & inventory

*Not Including Charter One Realty Contribution Agent Res ource Guide 23

MARKETING TOOLS

IN-HOUSE PRINT & MAIL OPTIONS AGENT BENEFIT Bringing print and mail services in-house allows the company to remove the middleman and operate at cost, allowing us to pass these savings on to our agents. This saves our agents money in postage, print, and paper costs. Additionally, Charter One Realty contributes a percentage towards each agent’s postage. It is just one more way Charter One Realty gives our agents an edge over agents at competing brokerages.

DIFFERENCE-MAKER The difference between our in-house print services vs. online print shops: • • • • •

Better Pricing No Minimum Order No Shipping Fees Quick Turnaround Maintained Databases

RESOURCES All marketing pieces (property brochures and farming materials) are submitted to the print and mail center on your behalf by your Marketing Specialist.

SUPPORT Your Marketing Specialist will create or customize templates to fit your marketing needs.

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MARKETING TOOLS

SUPPORT Your Marketing Specialist, our Database Manager, and our full-time Print & Mail Staff and Manager, Jeffrey Laszig. | Print@CharterOneRealty.com

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MARKETING TOOLS

DIGITAL MARKETING MATERIALS AGENT BENEFIT Our Charter One Realty digital presentations provide clients with an innovative experience to highlight the many features and benefits of our company. The digital version of the Charter One Realty Listing Presentation Magazine (The Navigator), Luxury Affiliate Magazine and Buyer’s Guide (The Explorer) keeps clients engaged as the company’s strengths are shared. The digital presentation can be easily shared by email or embedded on a website. When paired with a personal listing proposal, the Charter One Realty digital presentation makes a lasting impression on your potential listing clients.

RESOURCES All listing presentation tools can be found in the Marketing Toolbox on CORI under digital links.

SUPPORT Your Marketing Specialist can personalize any of these magazines and provide you with a digital link.

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MARKETING TOOLS

LISTING PRESENTATION MATERIALS AGENT BENEFIT As a Charter One Realty agent, one of your most valuable assets is the strength of the Lowcountry’s leading real estate brokerage. Charter One Realty helps you drive this point home with prospective clients through highquality magazines including a mid-year market report, year-end market report, Charter One Realty marketing magazine, a buyers’ guide, The Signature Collection, and single-page highlight sheets providing market share information. Additionally, the company creates and shares market share graphs on a quarterly basis showing Charter One Realty’s dominance throughout every community in Hilton Head, Daufuskie, Bluffton, and Beaufort. • • • • • • • •

Listing Presentation Magazine (The Navigator) Buyer’s Guide Magazine (The Explorer) Market Report Magazine Prewritten Listing Presentation Letters Market Share Graphs by Community Market Share Graphs by Price Online Advantage Graph Luxury Affiliate Tools

RESOURCES All listing presentation tools can be found in the Marketing Toolbox on CORI. Digital and Print products are available.

SUPPORT Your Marketing Specialist will help set up your listing package and will suggest materials to include.

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MARKETING TOOLS

ELECTRONIC NEWSLETTER AGENT BENEFIT We distribute an attractive, online monthly newsletter through a platform called ActivePipe, filled with local real estate updates including statistics, market news, and more, to over 20,000 clients via email. Our newsletter also includes upcoming events, local news, and company happenings intended to engage the recipient on CharterOneRealty. com. Contributing your own content, whether through blogs or articles, is a great way to reach this extraordinary audience. As long as we have your email database, Charter

One Realty will send this monthly email on your behalf. Additionally, we will announce your new listing, price change, or updated listing information to the real estate community- Hilton Head MLS members, Beaufort MLS members, and Savannah MLS members, as the case may be.

RESOURCES Be sure to upload your clients to the back end of CharterOneRealty.com. Once associated with you, those contacts remain connected to your profile. If they inquire through our website, the inquiry is routed to you rather than the sales development team. Furthermore, each month the database is pulled for each agent and uploaded to the ActivePipe email platform.

SUPPORT For more information on your contacts being uploaded to the Real Talk Newsletter database, contact Paige Rose. | PaigeRose@CharterOneRealty.com

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MARKETING TOOLS

LOCAL MEDIA PARTNERSHIPS AGENT BENEFIT Charter One Realty offers co-op advertising in several local publications. Email notifications are sent monthly asking for submissions. Co-op advertising provides Charter One Realty agents with an affordable way to market listings in print media outlets.

SUPPORT Notify your Marketing Specialist of the properties that you would like to advertise and they will be submitted on your behalf.

Agent Res ource Guide 29

MARKETING TOOLS

follow, like & subscribe! @charteronerealty_

SOCIAL MEDIA

facebook.com/charteronerealty youtube.com/@charteronevids vimeo.com/charteronerealty

AGENT BENEFIT Our marketing team creates a buzz around your listing through an array of social media channels that highlight and boost property photos and videos. We maintain an active presence on Facebook, Instagram, LinkedIn, YouTube and Vimeo to engage the user audience on our website. All of these valuable social media tools are at your disposal to promote your listings and inform consumers about important real estate and local news. Promotions include, but are not limited to, the following: • New Listings • Price Changes • Testimonials • Open Houses (Paid Campaigns) Charter One Realty is happy to highlight the content you share on your personal social channels - just remember to tag us! Our Marketing Specialists are always happy to help you create polished, on-brand graphics for your platforms.

RESOURCES Social media promotions can be submitted through CORI (Marketing Toolbox) or through The Chart Room App.

SUPPORT Submit promotions through CORI, contact your Marketing Specialist, or email our Social Media Manager Brenda Tinoco for assistance. | BrendaTinoco@CharterOneRealty.com

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charteronerealty.com

MARKETING TOOLS

THE VOICE OF THE BRAND AGENT BENEFIT Consumers prefer to work with a brand they know and trust. Interacting with our clients and potential consumers through a consistent brand voice and aesthetic helps consumers identify Charter One Realty and helps to maintain our trusted reputation. Perhaps it is our locally owned heritage, established in 1986, or the civic-minded men and women who make it what it is today, or the iconic sextant in our logo, as seen on signs throughout the Lowcountry. The Charter One Realty brand has remained consistent and has come to mean more than “the leaders in real estate” - it represents class, promise, trust, and expertise.

SUPPORT Contact Nicole Reed, for ideas on how to incorporate the Charter One Realty Brand into your marketing strategy. | NicoleReed@CharterOneRealty.com

C H A R T E R O N E R E A LT Y N AV Y CMYK: 100, 89, 36, 37 RGB: 15, 37, 84 Hex: #0F2554 C H A R T E R O N E R E A LT Y G O L D CMYK: 20, 28, 100, 21 RGB: 171, 144, 33 HEX: #AB9021

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LUXURY AFFILIATIONS

UNRIVALED CONNECTIONS AGENT BENEFIT For over three decades, Charter One Realty has achieved success in marketing our properties through prestigious, exclusive affiliations with a select network of world-class industry leaders. These global connections place our listings in front of millions of prospective buyers and increase awareness of the Coastal Lowcountry as an incomparable destination.

LEA DING REA L ESTAT E COMPA NI E S OF T H E WORL D Selling more homes than any other national real estate organization, the brokers that make up this network excel because of their ability to make referrals to one another with ease and frequency. Leading Real Estate Companies of the World brokers are ranked #1 in more top U.S. markets than any franchise and represent properties in ALL price ranges. Charter One Realty residential listings are promoted on LeadingRE.com, found on 550 affiliate websites throughout 70 countries, and showcased to more than 135,000 associates worldwide.

LU XURY PORTFOLIO I NT E RNAT I ONA L* As a unified collection of the world’s most experienced, respected, and well-known experts in luxury real estate, this powerful network participates in more transactions than any other national franchise or global real estate organization. 200 luxury affiliates | 55 countries | LuxuryPortfolio.com | For listings $1 Million and up Charter One Realty’s $1M+ residential listings are posted on LuxuryPortfolio.com and displayed on key websites worldwide, including The Wall Street Journal, Mansion Global, MarketWatch, Barron’s, Penta online, Juwai, YouTube, WeChat, Country Life, JamesEdition, Expansion, and Bloomberg Property Listings.

WHO’S WHO IN LUX U RY RE A L E STAT E * * For over 36 years, Who’s Who in Luxury Real Estate has represented the world’s top high-end real estate professionals from both independent and franchised companies and has provided them with the best possible marketing tools and connections to the best luxury real estate professionals around the world. For listings $500,000 and up. Charter One Realty residential listings ($500K+) are promoted on LuxuryRealEstate.com and found on 420+ affiliate websites throughout 42 countries and showcased to more than 130,000 associates worldwide. *Reserved for properties listed at $1,000,000 and above. **Reserved for properties listed at $500,000 and above.

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WE’RE LOCAL. WE’RE GLOBAL. Exclusive Global Reach Personalized Concierge Service Elite Strategic Partnerships Luxury Market Expertise Seamless Selling & Buying Experience Confidential & Discreet Services

RESOURCES Our network connects us, and you, to luxury experts and buyers in 800+ major cities from Bangkok to Barcelona — not just within one brand or company, but among the finest, most well-known leaders in each market. These relationships generate thousands of client introductions and billions in sales each year.

Turnkey Relocation Support Proven Track Record of Excellence

These factors underscore how Charter One Realty’s premier Relocation Services not only elevate client satisfaction but also reinforce our standing as a leader in luxury real estate.

RELOCATION REFERRALS Referrals are submitted through CORI and processed through our relocation department. Contact | Relocation@CharterOneRealty.com

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LUXURY AFFILIATIONS

YOUR GATEWAY TO GLOBAL EXPOSURE AGENT BENEFIT Automatic digital promotion for listings is provided. Through Charter One Realty’s LPI membership, qualifying properties on LuxuryPortfolio.com are automatically syndicated and displayed on additional websites around the world.

MARKETING TOOLS & LISTING PRESENTATIONS Qualifying properties feed automatically. Contact your Marketing Specialist with any questions.

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PRO TIP Visit each website to find your listing and include the links in your marketing plan or an update with your seller.

LUXURY AFFILIATIONS

GLOBAL REFERRAL NETWORK

$586 Billion Total Annual Home Sales Volume

AGENT BENEFIT As a member of Leading Real Estate Companies of the World, Charter One Realty has connections in the most significant markets in the world. These markets act as catalysts in generating sales traffic for one another. Our broker-to-broker referral network augments the deep personal networks between sales associates.

1.2 Million Global Transactions Annually

550

companies

4,800 offices

RESOURCES Sellers benefit from the added opportunities to find buyers through the referral network. Connect with your peers, reach out to other Leading RE brokerages and sales associates in your feeder markets, participate in both global and local networking events, and work with your relocation team to ensure your referrals are properly entered, tracked, and managed.

RELOCATION REFERRALS

70+ countries

135,000

Referrals are submitted through CORI and processed through our relocation department. Contact | Relocation@CharterOneRealty.com

sales associates

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LUXURY AFFILIATIONS

NATIONAL MEDIA PARTNERSHIPS RESOURCES Ad submissions and the full media kit are available through LPI’s website: Xchange.luxuryportfolio.com.

AGENT BENEFIT Charter One Realty provides additional exposure with a worldwide reach through Luxury Portfolio. Our global property marketing partners include the most relevant and authoritative news, lifestyle, and financial media, as well as real estate-centric websites – carefully selected for their ability to drive the online consumer to your property listings.

SUPPORT Contact your Marketing Specialist for assistance with placing an ad through the network.

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LUXURY AFFILIATIONS

REACHING POTENTIAL BUYERS WORLDWIDE AGENT BENEFIT Through our membership with Luxury Portfolio International®, Charter One Realty agents have access to a premium selection of advertising opportunities to promote listings. All of the offerings have been specifically chosen and vetted to ensure that Charter One Realty agents reach the right audience. Take advantage of their significantly discounted rates available exclusively to members and start promoting your properties in print and online today.

SUPPORT Contact your Marketing Specialist for assistance with placing an ad through the network.

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MOVING FORWARD The secret to helping agents grow is found in our culture of leadership, success, integrity, open-mindedness, and professional service. While other brokerages may teach agents how to build a transaction, Charter One Realty helps agents build an expanding business. Our agents are not burdened by unnecessary franchise fees or profit centers common at other brokerages. Our company’s success is directly tied to our agents’ success, creating a clear alignment between agent and company goals. We are not only interested in supporting you to become the best agent you can be, our intention is to encourage you to be the best person you can be. After all, we work together, we laugh together, and we are more powerful together.

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OUR COMMITMENT To foster a culture where our agents put their clients first, going above and beyond to meet and exceed the needs and expectations of their clients. To bring an optimistic attitude to work every day. Through teamwork and powerful resources, we will solve problems and pioneer new strategies. To provide an upbeat, collaborative work environment where staff, agents, and clients benefit from enthusiasm, foresight, and shared expertise. To be a good neighbor by giving back to the communities in which we work and by supporting local organizations and clients in times of need.

www.CharterOneRealty.com

Ranked Among the Top 500 Brokerages in the U.S.