KW Boynton Recruiting Booklet 1

Page 1


FOR AGENTSByAgents

Brokerage#1 IN ALL OF CA

FOR CLOSED UNITS AND VOLUME OVER ALL OTHER BROKERAGES

MISSION & VISION

KW OFFICES OUR LEADERSHIP TEAM

ANNUAL SALES $7.275B SALES VOLUME IN 2022

25,343 HOMES SOLD

CLOSED UNITS AND VOLUME OVER ALL OTHER BROKERAGES

Where

OUR MISSION

To build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving

To be the real estate company of choice for agents and their customers OUR VISION

ABOUT KW INNOVATIONS OPERATING PRINCIPAL

Brett Caldwell

Brett is a licensed real estate broker in Georgia and Texas and a multi–market center Operating Principal for Keller Williams Realty International He leads the Heart of Atlanta Group across Metro Atlanta, Georgia, and Rockwall, Texas, supporting more than 1,900 Keller Williams Agent Partners He lives in Atlanta, Georgia with his family In February 2021, Brett partnered with Rick Hale to take over leadership of the Heart of Atlanta Group, which has since grown from five offices to six franchise locations and ten physical offices throughout Georgia.

Brett has an extensive leadership background within Keller Williams From 2017 to 2020, he served as Executive Leadership Director for the Southeast Region, coaching and developing leadership teams across 60 offices in Alabama, Tennessee, and Georgia, helping grow the region to over 13,500 agents. Prior to relocating to Atlanta, he was CEO/Team Leader of the Dallas Preston Road Market Center from 2008 to 2017, where he led growth to more than 615 agents, $1.5 billion in annual sales, and a Top 10 international ranking. He has also held leadership and investor roles in multiple Texas market centers, including Frisco, Celina, Rockwall, and Cedar Creek Lake

In addition to his operational roles, Brett is a MAPS Leadership Coach, having reached the Executive Coaching level in 2021, and currently coaches Operating Partners around the world His earlier career includes selling real estate in North Dallas and serving as Vice President of Business Development for Republic Title of Texas. Brett holds a Marketing degree with a minor in Management Information Systems from Texas Tech University and has served in leadership roles with MetroTex and the Collin County Association of Realtors. Outside of work, he enjoys time with his wife Carolina, step-daughter Nathalie, friends, two dogs, traveling, sports, and movies, and attends Buckhead Church in Atlanta

ABOUT KW INNOVATIONS’ TEAM LEADER

Erin Ellis

When you work with me, you will receive a knowledgeable and professional real estate agent, a committed ally to negotiate on your behalf, the systems in place to streamline buying your home and the backing of a trusted company, Keller Williams Realty

Looking to sell your home? As a real estate associate of Keller Williams Realty, you will now have access to over 170,000 associates across the country to help you sell your property. With our technology, we are leading the way in how homes are sold and purchased through online marketing Through our KWLS, your listing will display on top name sites like Zillow and Trulia to get you the most brand exposure to your home.

Looking to purchase a home? With our KW Technology and advanced websites, searching for properties that are active on the MLS is a breeze Now you can search 24/7, save properties to your profile to view later and schedule showings with me so you can see these properties in person My job is to make the real estate buying process that much simpler and as a real estate associate of Keller Williams Realty, we are doing just that.

Our company prides ourselves in staying on the cutting edge of technology and if you select me as your real estate agent, you will receive all of this and more. You could never find a more dedicated, energetic, or focused agent to represent you Please give me a call for a no obligation assessment of your needs!

Our Leadership Team

Brett Caldwell

Operating Principal

bcaldwell@kw com

Erin Ellis

Team Leader

erin@jackieellis com

Controller

msargent@mccentralfinance com

rhog@kw com

Jackie Ellis

Operating Partner

jackie@jackieellis com

Ashley Ingram

ashleyngrm8@gmail com

klrw535@kw com

Market Center

Administrator (MCA)

hoag mmca@kw com

Rhonda Gligora

Our Leadership

We see big potential in every moment and care deeply about what we do every day. Our unique development ensures that we have the very best staff all over the world and at every level of operation. Our leadership team reflects a group of diverse individuals with breadth and depth of experience across the company.

Education

1on1 Coaching

Maximize Your Potential with 1on1 Coaching

As an R2, you ’ re already on the path to success, but targeted coaching can elevate your results even further Lyman 1on1 coaching is designed to help you refine your strategy, set achievable goals, and maximize your income potential With personalized guidance, you’ll learn how to implement the best practices and mindset shifts that top real estate professionals use to thrive in competitive markets.

What you’ll gain:

Tailored strategies to suit your unique business goals and strengths

Proven systems for lead generation, time management, and building long-term relationships

Support and accountability to stay focused and motivated throughout the year

Mindset techniques to overcome obstacles and maintain a growth-focused attitude

Take your business to the next level with Lyman’s expert coaching and achieve the success you ’ ve been striving for!

Maps Coaching

Award-Winning Coaching Programs

Your partner in building and training your team

Keller Williams, the world’s largest real estate franchise by agent count and the U S leader in units and sales volume, is home to KW MAPS Coaching – awarded a Stevie Award for Sales Training and Coaching Program of the Year – and was the first real estate company to be nominated for the PRISM Award for excellence in coaching. With MAPS Coaching, we empower you to make more money and be a part of an elite community

Productivity PROGRAM Mentorship &

MENTOR

CONTRACTS, DIALOGUES, PREPARE FOR APPOINTMENTS, ESCROW/CLOSING VENDORS

MENTOR SHIP

PRODUCTIVITY COACH

23 SESSION COURSE OF THE REAL ESTATE FUNDAMENTALS.

PERSONALIZED MARKETING SUPPORT FOR YOUR BUSINESS.

BUSINESS PLANNING, LEAD GENERATING ACCOUNTABILITY, GOAL SETTING, TRAINING, AND COLLABORATION.

KW UNIVERSITY

Keller Williams University provides an industry-leading curriculum addressing every aspect of success in real estate, available to you 24 hours a day.

IGNITE: FUEL YOUR CAREER

Ignite your real estate business The Keller Williams Ignite program is offered in every market center and is taught by our productivity coaching team Learning from the best is the easiest way for new agents to learn and start generating income. Ignite also teaches business, time, and money management. We’re here to teach agents how to run a business, not just sell homes We firmly believe this is your real estate business and we want you to run it as such Many top producers attend to re-Ignite their business and get back to the fundamentals that work.

BUSINESSOBJECTIVE:

ALIFEBYDESIGN

BOLD conditions you with powerful mindset exercises, language techniques, and lead generation activities during a seven-week program Agents who have taken BOLD are onaverage 154% more productive than those who have not

Larger Than

LIFE EVENTS

This annual gathering of more than 11,000 real estate professionals from across the globe is power-packed with top-agent interviews, guest speakers, live role-plays and powerful panels featuring the best in the busin

Prepares you for mastering the current market with more than 150 breakout sessions taught by the best in the business Attended by over 18,000 agents from all around the globe.

AvailableResourcesat KW INNOVATIONS

MEETING Team

TeamMeeting

EVERY 1 AND 3 MONDAY OF THE MONTH AT 11:00 AM - 12:00 PM, WE HOLD OUR INFORMATIVE SALES MEETINGS ST RD

These meetings are lined with information, value, sharing, and culture. I encourage you to participate every week, share your gratitude, learn from our vendors, share your new listings and buyers, and educate yourself about the latest market trends

NOTE: SOME TEAM MEETINGS ARE AVAILABLE VIA ZOOM CHECK WITH YOUR LOCAL LEADERSHIP YOU MUST HAVE AN ACTIVE ZOOM ACCOUNT TO PARTICIPATE IN SOME OF OUR TRAININGS www.kwinnovations.com

What makes US DIFFERENT?

Being part of

KW INNOVATIONS HAS A REAL EFFECT ON YOUR BUSINESS AND PROFITABILITY

Multiple trainings per week, taught by top agents, focused on improving your business

WHAT MAKES US DIFFEREN T?

Weekly sales meetings where we recognize achievements, share successes and client needs, talk about office events, and more Technology used to make your business easier and more efficient

Professionally designed marketing templates

A law team directly available to you: Broker Resource Law Group (BRLG) answers your calls and emails the same day. They can assist with anything from wording for an addendum to an employment contract for an assistant and beyond

Custom marketing with In-House Marketing Bar & California Concierge

Preferred pricing for signage

Unrivaled owner participation: Operating Principal, Brett Caldwell is actively present and involved. He contributes to our agents and is available to our producing agents and their continuous growth

NOTYOURORDINARYCOMPANY.

KELLERWILLIAMSISACOMPANYBUILTBY AGENTS,FORAGENTS.

Keller Williams has always been more than just a real estate company. Our mission is clear: to build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving. That means the focus is on you.

SUCCESSLEAVESCLUES

THEPOWEROFPROFITSHARE

WHAT MAKES US DIFFERENT?

We’ve been in this together from the get-go and through our journey we ’ ve perfected the concept of a win-win. Profit share was introduced to reward growth and because being a value-driven company means your contributions will always be compensated

KELLERWILLIAMSOWNERSHAVESHARED

MORETHAN$1BILLIONWITHTHEIRAGENTS SINCE1997

Our associates drive our company forward Profit Share and Growth Share enables us to treat our people as partners in a very tangible sense.

Whether it’s sharing profits, growing your team or ensuring your business knows no boundary, we ’ re invested in your success every step of the way Our storied past was built by keeping agents at the forefront of every effort, and we continue to grow by being intune with what makes your business thrive. www.kwinnovations.com

CAPPING:100%COMMISSION

Once an associate of ours hits their “ cap, ” they make 100% commission for the rest of their anniversary year We make it simple to go from paying a commission split to keeping your full commission and coach you how to get there as quickly as possible.

JOINTHEMILLIONDOLLARMONTHCLUB!

Here is a breakdown of how fast you can go from paying a commission split to keeping your full commission:

- As a new agent, the commission split is 70/30 70% to the agent and 30% to the brokerage.

- When our agents cap, they have the option to advance their commission split based on their production. For example: 75/25 or 80/20.

WHAT MAKES US DIFFERENT?

- An average new agent with a 70/30 split can cap after closing around $5.5 million in closed transactions and receive 100% commission within their anniversary year www.kwinnovations.com

Marketing

AGENTS PROMOTION

New agents receive a head start with the first 200 business cards on us, making a memorable impression for effective networking and a professional presence.

LUXURY MARKETING D YO

Ever easy

BUSINESS CARDS

SOCIAL MEDIA PACKAGES

Technology

Become TECH-ENABLED

THE TECHENABLED AGENT

The tech-enabled agent demands that their technology not replace them, but help them be ‘ more ’ more trusted, more present, more everything By joining forces with us, you’ll gain access to a powerful, interconnected technology suite that helps you do just that Your customers increasingly demand digitallyenhanced experiences, so we ’ re giving you the tools to anticipate their every need today and for years to come

YOUR BUSINESS

We believe real estate is about relationships –a journey that starts with a handshake. That’s why we create technology that ensures these relationships will endure and grow, helping you shape your business into one that flourishes, one life-changing client experience at a time.

Keller Williams

COMMAND

SIMPLER&SMARTER

More than a CRM, Command is how you optimize, manage, and run your business Command is your one-stop shop for all your technology needs.

Streamline the entire transaction, from lead, to close, to your next payday With everything in one place, you’ll see your road ahead with unprecedented clarity. Combine your expertise with the Keller Cloud’s massive databank to win more business and wow clients with one-to-one neighborhood and address-level marketing and insights

Save time and money by automating and streamlining the background tasks, giving you more time to build relationships and earn more business. It’s available to all Keller Williams agents at no additional cost

Keller Williams APPLICATION

YOUR BUSINESS - ONLY SMARTER

All the power of AI, machine learning, and your expertise work to revolutionize the client experience within the KW App. With efficiency and personalization built into every genius layer, the new KW App is essential to your business

TRANSACTION TRANSPARENCY

If you could spend your days solely focused on client relationships and dollarproductive activities, would you? Direct your efforts towards your bottom line and remove yourself from the endless paperwork cycle The KW App keeps you on the beat and lets you set the tempo

Office calendar

Connect buyer tools

Open house coordination

Full-service marketing suite

Customized market reports

Coaching & training

Legal & compliance resources

And MUCH more!

Agent

HERE'S WHAT YOU'LL FIND IN OUR BUSINESS LAUNCH TOOLKIT

The Agent Toolkit is your all-in-one guide for a successful business launch, offering essential dialogues, versatile design tools, and curated links for growth Save time and money with user-friendly features, making startups efficient without technical expertise

LAUNCH TOOLKIT

Comprehensive guidance to ensure a successful launch of your business

Essential dialogues to help you communicate effectively with your clients or customers

A variety of tools to help you design and create your website, logo, or other marketing materials

Important links to find the resources you need to grow your business

Time and money-saving resources in one place

Everything you need to get your business up and running quickly and efficiently

User-friendly design that doesn't require technical expertise

TRACKING

Launch Academy's tracking system is designed to ensure that our agents meet their objectives and remain on course during their time with us This system holds you accountable and guarantees your success.

www.kwinnovations.com

Our

BELIEF SYSTEM

OUR ELIEF YSTEM

Win-Win, Integrity, Customers, and Commitment OUR VALUES

God, Family, then Business

OUR PERSPECTIVE

A technology company that provides the real estate platform that our agents, buyers and sellers prefer

Through the incredible generosity of our associates, the company is able to support its own, and the community at large during national, regional, local and personal crises www.kwinnovations.com

Keller Williams associates are asked to “give where they live” and dedicate a day to renewing and energizing the communities they serve Every year, all KW offices close on RED Day to be out in the community, making a real difference

At the heart of Keller Williams’ culture is our shared commitment to community service The immeasurable generosity of our team enables us to care for our own as well as our neighbors no

to

- Find Your Tribe Find your people. Hone your craft. Build a community.

KW LUXURY

JoinKWLuxuryforauniqueperspectiveandcoveted networkingopportunitieswiththemostexclusive,ultra-affluent buyers,brands,andinteriordesignersallovertheglobe

KW COMMERCIAL

KWCommercialoffersexclusiveopportunitiestobuildupon yourportfolioandincreaseyourskillsetinoneofthefastestgrowingcommercialrealestatefirms

KW RELOCATION

Designedtoempoweragentswithexclusivenetworking andtrainingopportunities KWRelocationisacommunity ofprofessionalslookingtogrowtheirbusinessandexplore theburgeoningmarketofrelocation

KW MILITARY

WithKWMilitary,youareproudlyservingthosewhoserved ourcountry AtKWMilitary,buildathrivingbusinesswhich offersuniqueopportunitiestoworkwithotherswhoshare yourpassionforservingveteransandactivedutymilitary members

KW REAL ESTAE PLANNER

Becometheexpertyourtopclientsneed;withKWReal EstatePlanner,you'lllearneverythingfromclient advocacystrategiesandinvestmentpropertyplanning tonetworkbuildingandeverythinginbetween

KW LAND

BreakintoKWLand,oneofthemarket'smoststableand profitableindustries,whileaccessingindustry-leading marketingmaterialsandnetworkingopportunitieswith internationalreferralagentsandleadershipteams

KW DIVERSITY, EQUITY, AND INCLUSION

Puttingdiversity,equityandinclusionattheforefrontofyour businessnotonlyensuresprofessionalgrowthandsuccess,but alsoempowersthecommunitieswhichyouliveandserve

KW SPORTS & ENTERTAINMENT

KWSportsandEntertainmentisyourtickettogrowing yourportfoliowiththeworldsmosteliteclientelewith exclusiveresourcesnootherindustrycanprovide

formoreinquiries, emailusat frontdesk535@kwcom

KW WEALTH

Asanexclusivecommunitydedicatedtohelpingyoubuilda betterprofitsbyleveragingyourcurrentrealestatebusiness, KWWealthisheretohelpyougrowyourbusiness,create passiveincome,andbuildabetterfutureforyouandyour family

KW YOUNG PROFESSIONALS

PropelyourcareerforwardwithKWYoungProfessionals exclusivetrainingandcareeropportunitiesdesignedfor memberswithnaturaltalentandthedrivetobecome professionalleaders

Asasub-communityofKWWellness,KWClarityextendsthe missionofpersonalwellnesstosupporttheneedsofthesober/clean realestatecommunity

KW OFFERINGS

Generatethousandsofleadseveryyearfrompotentialsellers curiousaboutthecashvalueoftheirhomes KWOfferingsis notjustacommunity;itsabusinessstrategy

TALENT

Learnhowtorecruitthebestteammembers,fosterthe nextgenerationofleaders,andbuildyourempireby joiningKWTalent Ourmissionistotransformyoufrom asuccessfulrealestateprofessionaltoanunstoppable, world-classbusinessownerbyleveragingprovenKW toolsandsystemliketheKPAandCVprocess

KW OPERATIONS

Operationsprofessionalsareuniquelypositionedto facilitatecollaboration,developsolutions,anddrive growth KWOperationssupportsyouinsteppinginto yourstrengthsandowningyourvalueatthecenterofyour team

KW WELLNESS

Itsaprovenfact:Investinginwellnessyieldsmajorreturns Througheducation,training,andevents,KWWellness offersyouopportunitiestoinvestinmeaningfulexperiences andbuildpowerfulpracticesthatleadtogreaterhealthand well-beingandresultinasharedReturnonWellness (ROW)

KW

THE HOUSE OF EXCELLENCE

Keller Williams Luxury is an exclusive, elite and sophisticated group of real estate consultants raising the bar for service in the upper-tier home market As part of Keller Williams Realty, we offer our consultants opportunities to gain the highest level of expertise, connections and marketing resources to assist them in serving affluent buyers and sellers at the highest level

LUXURY MEMBER BENEFITS

A powerful web presence

Member listing

Invitation only Facebook group

Luxury agent search

Luxury branding on the KW mobile app

Special networking events

KW Luxury International Retreat

Monthly Luxury newsletter

And much more

A robust suite of marketing materials. Including:

Exclusive, professionally-designed branding

Listing presentation

Flyers

Postcards

Pre-listing video for luxury clients

Press release templates for all new members

Business cards

KWINNOVATIONS LUXURYDIRECTOR

Agents and brokers with KW Luxury are supported with the most innovative and scalable technology the luxury real estate industry has to offer Our luxury team consists of knowledgeable, results-driven individuals who aim to provide clients with one-of-a-kind experiences

We are in this together and together we will win.

www.kwinnovations.com

AGENTS

KW Commercial agents provide integrated real estate services for clients in virtually any market worldwide

PROPERTIES

With an international reach, serving both the US and Canada, KW Commercial is a division of the fastest-growing real estate company in North America

COMMERCIAL CONCIERGE

Combined with business expertise and unsurpassed market intelligence, KW Commercial brokers determine and surpass your business goals with Commercial Concierge provided through California Concierge.

A robust suite of marketing materials:

OMs/BOVs

Property Listing Pages

Postcards

Email Campaigns

Social Media Graphics

Flyers

Business Cards Signage

KW INNOVATIONS COMMERCIAL DIRECTOR

Agents and brokers at KW Commercial are supported with the most innovative and scalable technology the commercial real estate industry has to offer Our commercial team consists of knowledgeable, results-driven individuals who aim to provide clients with one-of-a-kind experiences.

We are in this together and together we will win

www.kwinnovations.com

& PATH Pay Structure

Commission Model & Team

Keller Williams Realty strongly encourages and supports Mega Agents in building and maintaining strong real estate teams to grow Millionaire Real Estate Agents and promote a Life by Design Everything a Mega Agents needs to learn, grow and have success through others is built in our company model

Training

& Consulting

Career Visioning | 30-60-90 | Success Through Others

KW provides a 3-part, in-depth training based on the top real estate teams in the country! Learn the proven models and systems on how to start, grow and have success through others Your road map is already done

Helping You Attract Talent to Grow

KW understands you're busy lead generating and making business happen and finding and recruiting your talent to your team is an afterthought for most KW Leadership are the best real estate talent recruiters in the industry and we regularly, meet and recruit talented agents to our real estate teams and we will help you grow your business for you!

Team Commission Structures and Team Cap

KW understands that we need to help Mega Agents retain agents in their team and having a favorable commission structure for agents on your team to help you make you retain agents and make it a win-win Your team agents will get a reduced brokerage cap of $9,000 (instead of $18k) and a more favorable commission split Also, we reward if you if you make you agents successful with a Team Cap If your team splits more than $30k in any year, the Market Center will share any overage back to the you!

MREA Team Models and Systems

Economic Model - The goal of every business is profit Use this model to start with profit and backwards engineer to the appointments you need to meet your goals

Lead General Model - Engineer the lead generation down to the number of contacts your team needs to make daily

Budget Model - All businesses are run by numbers and make sure you follow guidelines for team profitability

Organization Model - There's a right way to build and organize your team and we have the guide book

Expansion

Build multiple teams in multiple locations all through KW's national reach Build a Mega Team in your market, then take your skills and build another team anywhere their's a KW Office!

Agent Commission Structure

80% to you/20% to the Market Center commission split

You will have a 80% to you / 20% to the Market Center split You will still be required to pay a 10% referral fee if enrolled in launch coaching (If coaching applies to you)

$18,000 Annual Cap with the Market Center

You will have a cap with the Market Center of $18,000 per year Once your commission splits to the Market Center exceed the cap during your current anniversary year, you will receive 100% of your commission for the remainder of that year till your annual anniversary date

6% Royalty Fee to KW International capped at $3,000

KW also has a Royalty Fee that is paid to KW International at a rate of 6% of the commission amount Please note that every major franchise brokerage has a Royalty Fee paid to corporate, however KW is the ONLY major franchise which CAPS the Royalty Fee at $3,000 annually, which is about 3-5 transactions

Broker Audit Fee

There is a Broker Audit Fee of $125 per transaction up to 30 transactions annually and $50 thereafter We have an auditor on staff that audits all transactions to protect you from liability

E&O Insurance/Tech Fee

KW carries E&O insurance to protect you in the event of a lawsuit You have three options on how you would like to pay your E&O Insurance Also, KW’s website, Command, Apps and training are also provided for a small fee Together this is called your E&O/Tech Fee

As a new agent, you initially have two options by which to pay the E&O/Tech Fee:

Commision Example

$500,000 Purchase Price

2.5% Commission Rate

$12,500 Gross Commission

($2,500) Office Commission Split (20%) - Credited against $18k Cap

($750 ) Royalty Fee to KW International - Credited against $3k Cap

($1,250) Coaching Referral Fee (10%) - First 3 Transactions

($125) Broker Audit Fee

($350) Transaction Coordination Fee - Closed Escrow

$7,515 Net Commission To The Agent (If coaching applies to you)

Terms & FEES

VISITLINKTOREGISTER

VISITLINKTOREGISTER

Awards & Recognition

FRANCHISEBUSINESSREVIEW

One of the Most Innovative Franchises, Top Franchises for Women, and Most Profitable Franchises for 2024

SWANEPOELPOWER200

Gary Keller named one of the the most powerful leaders in residential real estate in 2024

INMAN

2024 Inman AI Award for "Best Use of AI by a Brokerage" and 2024 Inman Innovator Award for "Most Innovative Industry Podcast"

GLASSDOOR

One of the Best Places to Work in 2024

Listed on Franchise 500 list for 7 years in a row

One of Top Global Franchises in 2024 www.kwinnovations.com

FORBES

One of America’s Best Employer for Diversity and Best Large Employers in 2023

HOUSINGWIRE

Chris Cox named one of the Tech Trendsetter in 2024

REALTRENDS

One of Real Trends Verified 500 in 2024

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