WELCOME TO LIFE IN RED The Agency Hilton Head | The Agency Beaufort
The Agency EXISTS TO HELP PEOPLE EXPERIENCE AN
extraordinary lifestyle. The Agency EXISTS TO PROVIDE YOU WITH AN extraordinary business experience.
01 Welcome!
The Agency Team, along with your local office, wants to ensure a seamless and time-efficient onboarding process so you can continue doing what do best — serving your clients!
Brokerage Management & Support
ALISON MELTON
OLIVIA CLARK
Managing Partner & Broker-in-Charge Alison.Melton@TheAgencyRE.com
Culture and Vibes Coordinator Olivia.Clark@TheAgencyRE.com
SABETH BIANGONE
LIBBY DUNCAN
Managing Director Sabeth.Biangone@TheAgencyRE.com
Agent Experience Manager Libby.Duncan@TheAgencyRE.com
PAIGE ROSE
SUSAN KITCHEN
Managing Director Paige.Rose@TheAgencyRE.com
Director of Operations and Compliance Susan.Kitchen@TheAgencyRE.com
Let's Get Started The Agency’s services are designed to enhance every aspect of your business for optimal success. Here, you’ll find a comprehensive outline of our offerings.
A Warm Welcome A SEAMLESS AND TIMELY ONBOARDING PROCESS.
More to Know AT THE AGENCY, WE ARE ALL ABOUT GOING THE EXTRA MILE. LEARN MORE ABOUT OUR ADDITIONAL SERVICES AND SUITE OF TOOLS—ALL DESIGNED TO ELEVATE YOUR EXPERIENCE.
For Your Consideration
Glossary of Corporate Terms
ADDITIONAL SERVICES AND DEPARTMENTS TO EXPLORE.
AN OUTLINE OF THE DEPARTMENTS THAT HAVE AN IMPACT ON OUR GLOBAL PARTNERS.
Administrative Credentials Onboarding z z
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Agent emails created @TheAgencyRE.com. Access to all of The Agency’s tools so you’re ready to hit the ground running. Work with your local team to upload your contacts into the CRM system.
Uploading your information to The Agency’s website z
We will use the information provided to create your user profile on the website with your headshot, bio, and license info, making them viewable to the public.
Marketing Let’s Market! Your Local MAM is Part of a Network of Marketing Strategists Supported by our Global Partner Marketing Team, your local MAM (Marketing Account Manager) is your partner in effectively executing collateral needs, listing support and related marketing requests. They are equipped to explain and adhere to our signature brand guidelines, and show you the most impactful ways to implement Creative Center assets. Your marketing partner is continuously honing and developing their craft, as The Agency actively creates a community of global marketing professionals through monthly meetings and online group communication. Agency’s Rule #4: “All for One and One for All."
Go Ahead, Say Hello! A huge appeal for joining The Agency is to work alongside the talented professionals who are already a part of our global team. We encourage you to embrace these newfound relationships through regular emails, calls, video meetings and in-person meet-ups.
Credentials Onboarding
Google Spaces
Company-wide monthly meeting delivering information at a level to benefit all GPs, MDs, agents and staff, both corporate and franchise. Content can include:
THE AGENCY’S INTERNAL SOCIAL NETWORK
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Market Updates Training and systems tutorials Company updates/announcements (New Hires, Technology, Marketing) “Spill the Tea” Industry Trend Updates
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Our Google Spaces platform is heavily used by agents for peer-topeer communication and collaboration Public and private groups are also used for offices, regions, and teams Share “Haves & Wants” and match your clients with existing Agency listings
02 For Your Consideration Additional Services and Departments to Explore
FOR YOUR CONSIDERATION
Core Services The Agency has curated a family of real estate Core Service providers to offer everything your clients need during the home buying and selling journey. Enjoy expert guidance and exceptional service before, during and long after the transaction. Explore our Core Service partners specializing in relocation, escrow, inspection, mortgages, insurance, warranty and more. The exclusive products, programs and pricing extended by our affiliates to our Global Partners, additional benefits include: z z
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Best-in-class services fully vetted at the national level by The Agency’s experienced, in-house Core Services Team. Training and education provided by Core Services partners to help agents provide better service to their clients as well as meet fiduciary obligations required of a professional Realtor. Helps differentiate our agents from the competition by offering a more full-service, complete one-stop-shop solution for all of our clients’ needs.
Services Include: RELOCATION ESCROW HOME INSPECTION HOME MORTGAGES
TITLE INSURANCE HOME INSURANCE HOME WARRANTY NATURAL HAZARD DISCLOSURE
MOVING CONNECT UTILITIES PRIVATE WEALTH MANAGEMENT
These services are provided by our partners’ local representatives and can be contacted through the Core Services Team at The Agency.
FOR YOUR CONSIDERATION
Relocation and Referrals A dedicated, in-house referral and relocation division. z
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This division nurtures corporate relationships to capture clients for our agents. Additionally, the department will secure relationships with out-of-area brokers to handle referrals to and from our agents. They provide peace of mind and turn-key service for your clients’ out-of-area real estate needs. Whether buying or selling, we will refer your clients to vetted agents in their search area. The department provides updates throughout the process and guarantees your referral commission. Our in-house Relocation Department is a white-glove service group to help you find the best agents from anywhere, referred or connected to your clients, plus a referral fee. Makes it easy to service clients moving to any market.
The Relocation Department provides the comfort of knowing that your clients are taken care of without any extra effort on your end to find and manage qualified referral partners.
FOR YOUR CONSIDERATION FOR YOUR CONSIDERATION
Public Relations
Ongoing Support Public Relations
The PublicSupport Relations Team stays on the pulse for potential Ongoing
opportunities to showcase our Global Partners. Watch out for their outreach via Google Spaces. The Public Relations Team stays on the pulse for potential THEY PREDOMINANTLY ON: opportunities to showcase ourFOCUS Global Partners. Watch out for their outreach via Google Spaces. Potential opportunities for Managing Partners and Agents to weigh in as thought leaders THEY PREDOMINANTLY FOCUS ON: and market experts Agents and listings to be included in The Agency Journal Blog Potential opportunities for Managing Partners and Agents to articles, which are featured in the weekly global newsletter weigh in as thought leaders and market experts. Inclusion in listings outreach benefits in theThe entire global brand:Blog z Agents and tothat be included Agency Journal articles, whichThe areRed featured the weekly global newsletter. For example: PaperinAnnual Report, marketing and z Inclusion in outreach that benefits the entire global brand: For data reports, industry awards and accolades example: The Red Paper Annual Report, marketing and data Potential opportunities for qualifying listings to be considered for reports, industry awards and accolades. external editorial coverage in real estate-focused publications z Potential opportunities for qualifying listings to be considered for external editorial real estate-focused When it comes to newcoverage business,inthe team is available topublications. assist with defining z
the value proposition of having an in-house PR Team when pitching to win new itbusiness, such asbusiness, notable listings, newisdevelopments When comes to new the team available to assist PR Team or high-end properties that will raise the bar for market.PR The with defining the value proposition of having anyour in-house Team members canto bewin present, virtually orsuch in person, depending on availability when pitching new business, as notable listings, new and for an additional cost. Your local MAM thefor PRyour Team’s developments or high-end properties thatcan willguide raiseyou theonbar market. The PR Team members can be present, virtually or in person, listing thresholds and how to submit a listing or idea for coverage. depending on availability and for an additional cost. Your local MAM Visit theyou Public Relations Pagelisting in the thresholds Marketing Portal for to more can guide on the PR Team’s and how submit information onfor internal and external PR opportunities. a listing or idea coverage.
03 More to Know Care Deeply: The high “give-a-shit factor”
Quite a few things set The Agency apart, but it is our unique commitment to caring more that might be our favorite. From stellar experiential marketing to exquisitely presented content, we think the little extras have a huge impact.
EVENTS
The Agency FORUM Where the world’s most successful real estate agents, executives, influencers, and tastemakers gather for special events, networking, and moments of celebration. It’s our annual chance to come together as a community and showcase not just who we are as a company, but the lifestyle we foster everywhere we go.
MORE TO KNOW
The Agency Weekly Newsletter The Agency’s weekly newsletter, “The Agency Edit,” features 4-6 blogs, a video, and regional listing updates.
GLOBAL REACH OF 925K+ HNW INDIVIDUALS NOTE: ANYTIME YOU ADD A NEW CLIENT OR PROSPECT TO YOUR CRM THEY ARE AUTOMATICALLY ADDED TO THE DISTRIBUTION LIST.
MORE TO KNOW
The Agency Magazine As passionate storytellers with a distinct perspective on the affluent luxury consumer, The Agency publishes its exquisite lifestyle magazine twice annually. This allows us to transcend real estate by engaging with our global audience in compelling ways. Each issue of the magazine features highly curated editorial content and showcases The Agency’s listings from around the world, with opportunities for our Global Partners to advertise.
Distribution Printed and displayed in The Agency’s 145+ Offices in the world’s most affluent markets across the U.S., Canada, Mexico, Central America, Europe and the Caribbean. Mailed directly or hand-delivered to our clients and our list of Ultra-High-Net-Worth individuals. Prominently positioned on The Agency's website homepage, on our blog, in our weekly newsletter, and on our social media.
MORE TO KNOW
Philanthropy Among the founding principles of The Agency is our commitment to serving the communities we call home. The Agency has partnered with Giveback Homes, dedicated to creating social change by building homes for families around the world. We have made the participation process simple, so you can be part of this amazing philanthropic journey, something we know brings meaning to you and your clients. Learn More at TheAgencyGives.com.
MORE TO KNOW
Shop The Agency We make it easy for you and your office to live life in red. Our online store is our agents’ one stop shop for Agency branded apparel and items. SHOPTHEAGENCY.COM
MORE TO KNOW
Shop The Next Generation of Merch | USD Our Next Generation of Real Estate campaign showcases dynamic agents from around the world who redefine the industry with fresh, forward-thinking perspectives and next-level client care. Now, you can show your Agency pride with apparel and accessories inspired by our head-turning campaign, designed exclusively for our team. After all, we don’t just follow trends—we set them. SHOPTHENEXTGEN.COM *SUBJECT TO DUTY/IMPORT FEES
Our Nuts and Bolts These are the Tools that Make It All Work
OUR NUTS AND BOLTS
The Agency Website Connecting People Through Technology The Agency uses our proprietary technology platform to inspire human connection, ease the transaction process and support our clients every step of the way.
OUR NUTS AND BOLTS
IT IS CONSTANTLY BEING UPDATED WITH NEW FEATURES LIKE CUSTOMIZABLE AGENT PAGES TO INCLUDE ALL YOUR PAST TRANSACTIONS, VIDEOS, TESTIMONIALS AND MORE. ENHANCED TO BEST SHOWCASE YOUR BUSINESS AND PROPERTIES.
Property Search Powered by IDX search functionality, which combines feeds from all of our MLS partners and a custom feed of our listings from APT. (Availability varies by market)
Saved Search Allows clients to save searches to provide automatic updates on listings that fit their search criteria.
Portfolios Collaborate with clients (future and current) to save and create groupings of properties. Within portfolios, agents and clients can add or remove properties, add notes, likes/dislikes, and see interactivity. Makes it easy to work out with clients what homes they are looking for and keeps them all in one place.
Team Pages Additional pages for teams that operate at The Agency’s brokerages.
Profiles Profiles for every agent on the website, displayed publicly to be easily searchable along with bios, headshots, active listings, past transactions, and license information. Get discovered! We allow you to specify serviced regions so agents come up when potential clients are looking for agents in that market.
Seller Report Provides comprehensive details on your listing's exposure, including data from our website and major platforms like Zillow and Realtor.com.
Market Report Showcases up-to-date real estate data for a specific market area offering insights into residential real estate sales activity and regional trends through sales activity for the prior month and year, along with current and past year-to-date statistics. (Availability varies by market)
Lead Contact Forms Inbound leads received from the company’s website.
OUR NUTS AND BOLTS
Creative Center Creative Center is The Agency’s fully-accessible, online marketing platform is home to our comprehensive, refreshed Marketing Toolkit of agent and property assets. Available 24/7, Creative Center allows agents to access and create everything they need to market themselves and their properties across print and digital channels. We also allow for direct printing through our partner at BrandCo. Listing details automatically sync from our CRM.
MARKETING TOOLKIT TEMPLATES INCLUDE: Listing Presentation Buyer’s Guides Property Brochures Social Media Assets Postcards Flyers Door Knockers Market Reports Print Ads Office Stationery (available for MAMs only) Listing Signage (available for MAMs only) Access Creative Center by visiting Creative.TheAgencyRE.com or via your APT Dashboard by clicking the Creative Center icon.
OUR NUTS AND BOLTS
Marketing Portal When it comes to marketing, the Marketing Portal is your one-stop shop. In the portal, you can also explore inspiration and options, linked directly to the templates available in The Agency's Creative Center. IN THE MARKETING PORTAL YOU WILL FIND: A Marketing Resource Library with The Agency’s published materials, from brochures to magazines and industry reports, as well as howto’s and insights from the team. Its extensive social media library for agents and offices is constantly refreshed and made available to all. A Newsfeed with updates regarding new assets and information on upcoming events, highlights and partnerships. Access the Marketing Portal by visiting MARKETING.THEAGENCYRE.COM or via your APT Dashboard by clicking the Marketing Portal icon.
OUR NUTS AND BOLTS
Agent Productivity Tool (APT) Agency Productivity Tool (APT) is our software platform that includes a CRM, listing management system, digital marketing tools, open house registration system, and stay-in-touch tools like drip campaigns and market reports. APT is also where we will manage the company website and where agents (or their office staff) can manage their agent and team website profiles.
WANT TO MANAGE THINGS ON THE GO? There's an app for that! The Agency CRM App allows agents to manage tasks, follow up with clients, and view their contacts’ activities on the company website and interactions with marketing emails. FEATURES: Store records of conversations, notes, tasks, and contact groups. View contacts’ recent website and marketing email activity. AI-powered recommendations for contacts to get in touch with based on their activity. Built-in Open House Registration system linked to the CRM—visitors get an auto-response and are added automatically in the CRM. Self-serve contact import for agents and admins. Stay-in-touch tools like listing alerts via email and text, email drip campaigns, and market reports. Agents can load exclusive listings into the APT (for coming soon/pre-MLS listings or markets where there is no MLS) and manage all data from the same location as MLS listings. Integrated digital marketing tools for listings. Access it APT.THEAGENCYRE.COM
OUR NUTS AND BOLTS
ActivePipe ActivePipe is an email marketing tool that enables agents to create property e-blasts to their contacts and keep them informed with all of an agent’s listings and marketing activities. Create and send email campaigns for listings, general newsletters, or shared corporate emails to your contact groups. Campaigns can be both for emails and newsletters. Access to metrics that show your email’s engagement and which ones are performing especially well.
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MoxiPresents
Comparative Market Analysis (CMA)/Listing Presentation tool that enables agents to integrate market data* within their listing presentation and share it with their clients via email or in person. Presentation tool for easy creation of branded CMAs, listing presentations, buyer tours, and more. Access to standard templates and templates that have been customized. Access it PRESENT.THEAGENCYRE.COM *NOT AVAILABLE IN ALL MARKETS
OUR NUTS AND BOLTS
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Properstar
Properstar is the world’s largest property-sharing platform, reaching over 150 million monthly users across 40+ countries through partnerships with leading property portals globally. As a global, luxury brokerage, we know that our buyer could be anywhere, from the shores of the Mediterranean to the bustling downtowns of stateside cities, and beyond. Partnering with the right outlet to ensure our properties not only get the right exposure but are shown to the consumers that matter most to our sellers is always our priority.
KEY BENEFITS: Seamless publication on leading property portals in key markets. Access to over 123 million potential buyers* Presence on 70+ portals* Listings available in 25+ languages* FEATURES: Live Seller Reports: Once a listing is live, the seller report provides detailed information on where the listing is displayed. Properstar Agent Dashboard: Monitor listing activity in real time. Listings are automatically shared within the network, and data can be used to view trends, make marketing decisions, and target the most relevant buyer demographics. Additional Upgrade Offerings: Properstar offers three month-to-month upgrade options at an additional cost: Global Agent, Elite, and Luxury. The Luxury program, reserved for listings priced over $1 million, includes premium portals such as Mansion Global, Juwai, WSJ, and PrimeLocation. Happen to have multiple live listings that meet the criteria? You can switch between listings in your account that meet the criteria if you wish to feature a different listing at any time! *DATA APPROXIMATED AS OF Q3 2024 AND SUBJECT TO CHANGE.
OUR NUTS AND BOLTS
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RealForce
Realforce is a cutting-edge technology powered by AI, designed exclusively for the real estate industry. It is a fully automated digital Meta ad platform used to win listings and generate traffic and leads from brokerage websites. It uses AI-driven behavioral targeting to identify potential buyers based on their online behavior. Ads are also targeted within a specific radius around the listing’s location.
KEY BENEFITS INCLUDE: Copy, targeting, placement, and reporting are all handled for you. Sellers appreciate the extensive exposure their listings receive. AI behavioral targeting ensures your listings reach the right buyers. Easily share campaign results with your sellers. Cost-effective solution with impressive results. *AVAILABLE IN ALL MARKETS. (LANGUAGE IS ENGLISH. CURRENCY IS USD.)
OUR NUTS AND BOLTS
We Google It Google Chat and Google Drive folders are available 24/7 to agents for collaboration, sharing best practices and ideas.
Cyber Security EMAIL SECURITY Silently running program keeps your inbox and information safe. Constantly updating searches and filters to identify and eliminate threats. CYBER SECURITY AWARENESS This program sends random emails every month to users to check their vigilance for possible threats. Provides real learning opportunities to avoid phishing and sends training/learning feedback if the test email may have been opened.
OUR NUTS AND BOLTS
Social Media In everything we do, our focus is to add value, drive business forward and continually adapt to remain ahead of the curve. We believe in the power of social media and offer our Global Partners the resources they need to find success. We offer an opportunity to work with Luxury Listings, our preferred social media partner Watch for training and webinars on The Agency University Social Media Playbook which includes: Google Business Account Setting up a Facebook Business Page Setting up an Instagram account Leverage social media for your business Identifying your niche and creating hooks Instagram engagement TikTok for business Benefits of going live on social media Safeguard your social media
The Agency is one of the world’s most-followed residential brokerages in the world with 511K+ Instagram followers. Our average monthly impressions on Instagram is 4M and we’ve seen a 51% increase on direct referral traffic on Instagram year over year.
05 The Agency Hilton Head
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Agent Enrichment Programs At The Agency Hilton Head, professional growth and local expertise go hand in hand. That’s why we offer a variety of ongoing learning opportunities designed to help our agents stay informed, inspired, and connected. Our Monthly Lunch & Learn Series brings industry experts, marketing professionals, and top producers together to share actionable insights and proven strategies for success. Our Monthly Sales Meetings keep the team aligned on company updates, market trends, and upcoming initiatives, ensuring every agent is equipped to lead with confidence. In addition, our Agent Enrichment Series offers hands-on experiences like community and school tours, helping our agents deepen their knowledge of the Lowcountry and better serve their clients. These regular opportunities for education and connection are all part of our mission to help you grow your business and yourself.
MONTHLY LUNCH & LEARN SERIES
MONTHLY SALES MEETINGS
AGENT ENRICHMENT SERIES
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Brokerage Calendar The brokerage Google Calendar can only be accessed using your Agency Google credentials. This policy is in place to ensure the security and integrity of our systems. If you prefer to manage your schedule on your iPhone, you can merge the brokerage calendar with your device’s calendar.
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Client + Realtor Email Marketing Staying top-of-mind with your sphere and the local agent network shouldn’t feel like trying to ride a green-broke horse. At The Agency Hilton Head, we handle the heavy lifting for you. Every week, we create and deliver The Agency Scoop, a polished clientfacing email featuring your listings, price improvements, and open houses. We also pack it with curated local lifestyle content, corporate insights, and a standout global listing that’s actually relevant to our market. It keeps your clients informed, engaged, and reminded that you’re connected to a powerhouse brand with real reach. On the agent-to-agent side, our team creates and sends targeted Realtor eblasts on your behalf. Whether you’re launching a new listing, announcing a price improvement, hosting a broker tour, or pushing out a special request, we get your message in front of the right people. Our lists are segmented by Hilton Head and Bluffton agents, Beaufort agents, and Savannah agents, because one size fits no one. It’s your visibility amplified, your marketing elevated, and your time protected.
THE AGENCY SCOOP
REALTOR COMMUNITY EBLASTS
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Communication & Collaboration Another unique benefit of being part of The Agency Hilton Head is our Tea Time Tuesday email, a weekly insider scoop designed to keep our agents informed, inspired, and connected. Each edition is packed with upcoming events, marketing resources, helpful tips, local insights, and everything happening within our brokerage, so you’re always in the know. In addition, our Agency Text Thread keeps communication flowing in real time, creating a collaborative space where our team shares new listings, vendor recommendations, creative ideas, and valuable market updates. It’s a supportive network that empowers our agents to stay engaged, connected, and ahead of the curve every single week.
TEA TIME TUESDAY
THE AGENCY HILTON HEAD TEXT THREAD
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Content Studio We don’t just help you sell homes. We empower agents to build unforgettable brands. Our one-of-a-kind Content Studio gives you full access to next-level marketing. From stunning visuals to video content and branding strategies, this space lets you to use imagery and content for anything you can imagine. We’re here to equip you with everything you need to stand out in a crowded market. Agency’s Rule #9: “Dare to Dream.”
The Agency Hilton Head’s Events & Experiences At The Agency Hilton Head, we believe real estate is about relationships—and we create experiences that reflect that philosophy. Our calendar is filled with thoughtfully curated events designed to strengthen every connection our agents make. From exclusive Client Experiences that deepen relationships with buyers and sellers, to A-List Vendor Events that celebrate and cultivate trusted partnerships, to engaging Agent Team building Events that foster collaboration and camaraderie within our team—every gathering is intentional. We also host our annual Next Level Summit, a full-day immersive experience designed to help you plan, refine, and elevate your business for the year ahead. The day brings together The Agency Hilton Head–Beaufort team alongside top producers, marketing minds, and industry experts from across The Agency network. You’ll walk away with a clear game plan, renewed motivation, and the insights to make the following year your most strategic and successful year.
EXCLUSIVE CLIENT EXPERIENCES
A-LIST VENDOR EVENTS
AGENT TEAM BUILDING EVENTS
NEXT LEVEL SUMMIT
The Agency Hilton Head’s Google Drive Resource for the brokerage’s agents to share resources, ideas, and content. Download the Mobile App for easier access to content.
BROCHURES
EVENT PHOTOS & VIDEO
MARKETING & LISTING GUIDES
LOGOS FOR PRINT & DIGITAL
POSTCARD SAMPLES
RULES & SAYINGS
SOCIAL MEDIA ASSETS
THE AGENCY MARKETING MATERIALS
VIDEOS
THE AGENCY HILTON HEAD
Streamlined Systems with JotForm Paperwork shouldn’t feel like mucking stalls, and at The Agency Hilton Head, it doesn’t. We use JotForm as our central hub for every listing, marketing, and transaction detail you need to submit. It’s your one-stop shop to upload documents, complete required information, and send everything straight to our team in a way that’s efficient and secure. Agents can upload contracts, disclosures, photos, marketing notes, MLS details and more, all in one place. No email scavenger hunts. No missing attachments mysteriously vanishing into the ether. Once you submit a form, our team receives the full package instantly, complete with every document and detail we need to take your listing or transaction across the finish line. Better yet, JotForm is fully encrypted and meets high-level security standards, so your important documents stay protected. Additional perks include: • Mobile-friendly forms so you can submit on the go • Automatic file organization that keeps everything neat and tidy • Uploads of large files without choking your inbox • Built-in reminders and tracking so nothing falls through the cracks • Clear, structured forms that eliminate guesswork It’s convenient, safe, and built for agents who prefer spending their time selling homes instead of wrestling with paperwork.
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Philanthropy Philanthropy is at the heart of The Agency Hilton Head’s culture. We believe in giving back to the community that gives so much to us. Each year, we proudly host The Big Dill Charity Pickleball Tournament, our signature fundraising event benefiting Give Back Homes, The Agency’s global charity partner. In 2025, proceeds from The Big Dill directly supported Habitat for Humanity in the Lowcountry, helping local families achieve safe, affordable housing. Our commitment didn’t stop there—our team also rolled up their sleeves for an Agency Build Day, working side by side on a Habitat construction site. Throughout the year, we continue to make an impact through food and toy drives, and we come together on Earth Day for a community clean-up event. At The Agency Hilton Head, giving back isn’t just something we do—it’s part of who we are.
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Resource Page Everything you need, neatly organized and ready to grab without digging through twelve folders and an old email thread from 2021. Our Agent Resource page functions as The Agency Hilton Head’s intranet, giving you direct access to the tools, forms, and information that keep your business running smoothly. Inside, you’ll find the full Transaction Center with every required document, plus marketing assets, community photos, content libraries, best practices, and stepby-step guides. If you need it, it’s there. If you’re not sure you need it, it’s still there. You’ll also find quick links to support, business and finance essentials, how-to instructions, and all the operational resources that save you time and keep you from reinventing the wheel. It’s simple, organized, and built to help you work smarter.
The best part: you can access it from your computer or straight from The Agency Hilton Head App, which means your entire business toolkit is always in your pocket. No excuses, no chaos, no clutter.
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Swag & More As part of our commitment to helping agents stand out and strengthen their client relationships, The Agency Hilton Head proudly provides Agency Swag and Personalized Client Gift Resources. From luxury-branded merchandise to curated closing and appreciation gifts, our agents have access to a collection of thoughtfully designed items that reflect The Agency’s elevated aesthetic and signature red style. Whether it’s welcoming a new homeowner, thanking a trusted vendor, or celebrating a referral, these resources make it easy to create memorable, brand-aligned moments that leave a lasting impression. It’s just another way we help our agents build connection, recognition, and loyalty—one beautifully wrapped gesture at a time.
THE AGENCY HILTON HEAD
The Agency Hilton Head’s Transaction Management - SkySlope SkySlope is the platform that keeps your transactions clean, compliant, and under control. Real estate deals come with enough moving parts, and SkySlope corrals all of it into one streamlined system so you’re not chasing documents like loose horses in a storm. Here’s what agents actually gain: z z
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A single place to manage every listing and transaction Easy uploads of contracts, disclosures, amendments, and correspondence Built-in compliance checks so you catch issues before they become problems Real-time visibility into what’s missing, what’s approved, and what’s still needed Digital signatures via SkySlope Forms and DigiSign A clean audit trail that your broker and the state auditor both appreciate Less paper, fewer emails, far fewer headaches
The real benefit: SkySlope lets you stay organized and compliant without wasting hours on admin. You can focus on clients and closings instead of paperwork gymnastics.
Marketing & Social Media
THE AGENCY HILTON HEAD
The Open House Playbook: Rule the Room like an Agent. Because showing a home isn’t just about unlocking the door, it’s about setting the stage.
BEFORE GUESTS ARRIVE: THE AGENCY STANDARD When you step through that front door, you’re not just hosting an open house — you’re curating an experience. Every detail counts. Light it up. Every bulb, lamp, and pendant. Mood matters. Set the air in motion. Turn on fans and let that Lowcountry breeze flow. z Natural light is your co-agent. Open all drapes and shutters. z Invite the outdoors in. If the weather’s perfect, open that lanai or screened porch door. z Hide the human evidence. Used towels, trash, toilet brushes — gone. z Showers are for show. Only decorative soaps allowed. z Close every lid. Toilets included. z Fluff and finesse. Beds made, pillows styled like it’s a photo shoot. z First impressions sweep. Literally. Front steps should sparkle. z Chill factor. AC at 70–71°. Cooler is always better than “Florida in July.” z Set the vibe. TVs on low — stream The Agency YouTube channel, play Buying Beverly Hills, or some soft music. Bring a Bluetooth speaker for vacant homes. z z
The Open House Playbook: Rule the Room like an Agent.
PRO TIPS: HOW TO STAND OUT Greet like you mean it. “Welcome! I’m [Your Name] with The Agency.” Warm, professional, and present. z Guide, don’t hover. Let them explore, but stay nearby to add value — not pressure. z Know your story. Be ready to explain what makes this home (and the neighborhood) unique. z Follow up fast. That same afternoon, send a “thank you for stopping by” email with links to similar listings. z
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Create an event on Facebook for your open house. Not just the post or story but an actual “event”.
YOUR “GO BAG”: THE AGENT SURVIVAL KIT
Post the Open House on NextDoor
Keep one packed and ready to roll — your open house essentials should live in your car or home office, ready to grab and go.
Hand deliver an invitation to the neighbors- 5 on each side and 10 across the street. (Hello- door knocking!) Let them know there may be “more cars” on the street during the open house so you wanted to make them aware. Make sure you get their names, and remember them. Try to get an interesting fact from them, even if you get that “they’re visiting family on Hilton Head and live in Ohio”. Make a note of it on your phone. This sets up you for successful follow up like a simple text, “Hey (name), It was great meeting you at 123 Main Street on Sunday. I hope you had a safe trip back to Ohio. I’m sure the Fall weather has been beautiful- I miss seeing the leaves change each October (or something relevant)- as this indicates that you PAID attention during their visit. Get their information and add them to your weekly newsletter list and set them up on the Open House drip campaign in APT. Even send them a market report for the community or town as you can start providing value day one. Know at least THREE standout features of the property and why it makes this one really stand out (new floors, walk in storage, special features, oversized lot, etc)
Clorox wipes z Garbage bags z Toilet paper (you’d be shocked how often this saves the day) z Cleaning spray z Paper towels z Magic Eraser sponges z Broom z Pens (preferably Agency-branded — look sharp, stay sharp) z Business cards — leave a few on display, hand out the rest z A signature scent — candle + lighter (kitchen or entryway) z Small diffuser with eucalyptus oil (Primary bath = spa vibes) z Bottled water + bag of ice (use Agency branded bottles and ice tubs) z Fresh flowers — white hydrangeas are classic and cheap. Red vases in the office kitchen if you need them. z The Agency Magazine — coffee table, kitchen counter, by the collateral. z Comps — both neighborhood and price-range comparisons. Know the market, speak confidently. Every open house guest could be your next listing. z Market report or neighborhood overview — print one in color for the counter. Keep the hard copy. Offer to email it for lead capture. z
THE AGENCY HILTON HEAD
Do you require assistance with any of the following? • • • • • • • • • • • •
Featuring your listings on corporate office accounts (Instagram, Facebook, TikTok) Custom social media graphics Listing sheets Property brochures Signage Postcards and farming Presentation materials Property eblasts Market statistics Holiday social media assets Branded stationery Additional creative assets
Our marketing team will be happy to assist.
THE AGENCY HILTON HEAD
Staying Relevant With Our Social Media Library We provide monthly assets for national holidays and Agency events such as build days and Forum along with other special announcements such as The Agency Magazine release. We also have many Agency branded posts that incorporate our Rules and culture. HEAD TO OUR GOOGLE DRIVE and browse each folder, such as
Important Dates/Holidays, Market Stats, Office Announcements, Spotify, Rules and Sayings, Videos, Magazine, Buying Beverly Hills and more!
Social Media FAQ Can I share other Agency listings from across the globe? Yes!! Just remember to tag the listing agent and use their original images and caption. I need a custom social post made, who can I contact? Contact Paige or Olivia with your request or browse the available templates in the Creative Center.
Listing & Marketing Turnaround Times
THE AGENCY HILTON HEAD
Marketing Template Designs Generally require 1-2 business days to complete, depending on the task and current volume of requests.
Custom Designs Generally require 5-10 business days to complete, depending on the task and current volume of requests. Note: It is important to provide all copy, specs, and images at the time of the email in order to launch the project.
Print Ads Turnaround times vary based on the content and publication, but if this is a one-time ad for a listing or branding piece, we recommend 5-10 business days of design time after the media is booked. For a tighter turnaround, check out the self serve templates on Creative Center. Note: Ensure you have the print-ready file BEFORE either sending it to the printer or leaving your house to take it to the printer.
Rush Timelines Need something sooner? We can always try to make magic happen. Just reach out and we will walk through the best solutions for your immediate needs.
THE AGENCY HILTON HEAD
Listings Listing paperwork, pictures, tours, and floor plans should all be submitted through JotForm via the Listing Submission Form to your AEM and Director of Operations & Compliance (DOC) 24-hours before a listing goes live. Incomplete data forms will be returned to the listing agent and need to be completed before the listing can be activated. It is your responsibility to review drafts for accuracy, and once it is finalized, your AEM and DOC will activate it. If a contract falls through, the listing will be reactivated once we receive the fully executed termination/ cancellation. Forms Required: • Agency Relationship Disclosure • Listing Agreement • Listing Input Sheet (REsides, *LRMLS, and *CMLS) • Property Disclosure and/or Property Disclosure Addendum • Compensation Agreement • Listing Delay Authorization (REsides, *LRMLS, *CMLS) • *Expense Sheet • *Lead-Based Paint Disclosure (built before 1978) • Others may be necessary *If Applicable
THE AGENCY HILTON HEAD
Listing Binders: It is highly advisable to create a listing binder for the home. This will include the following:
1.
MLS print out (in color, client view)
2.
Property Disclosure
3.
Expenses Sheet
4.
Tax Records
5.
Property Details and Enhancements Sheet
6.
Neighborhood Fees
7. Community Highlights Sheet - we have created Agency branded community sheets which can be found on the Google Drive. If we’re missing a community, we can quickly create a community highlight sheet for you. 8.
Area map (we have some in the office)
9.
Survey (if available)
10. Any other information that you have from the seller that you have on the property improvements. 11. Lender information
THE AGENCY HILTON HEAD
Transactions Once our Director of Operations and Compliance (DOC) receives all documents through the Transaction Processing Form - TPS in JotForm, the contract will begin processing, including being sent to the attorney of record and added into SkySlope. Incomplete transaction forms will be returned to the agent and must be completed before the file can be processed.
REQUIRED FOR A TRANSACTION FOR THE BROKER FILES - BUYER SIDE
REQUIRED FOR A TRANSACTION FOR THE BROKER FILES - LISTING SIDE
• • • • • • • • • • • • • • • • • • • •
• • • • • • • • • • • • • • • • • •
Agency Relationship Disclosure Buyer Agency Agreement *Designated or Dual Agency Agreement Ratified Contract Ratified Compensation Agreement Ratified Property Disclosure and/or PD Addendum *Personal Property Addendum EMD Confirmation from Attorney (or company) that is holding the EMD *Pre-Qual or Proof of Funds *Addenda and/or Disclosures *Bill of Sale * Inspection Report w Repair Request Addendum *Vacation Rental Act Disclosure *Buyer Sale Contingency Addendum * *Buyer Notice of Accepted Offer * *FHA/VA Addendum *CL-100 *Repair Receipts *Post/Pre Occupancy Agreement Prelim & Fully Executed Settlement Statement (ALTA/HUD
*If Applicable
*Designated or Dual Agency Agreement Ratified Contract Ratified Compensation Agreement Ratified Property Disclosure and/or PD Addendum *Personal Property Addendum EMD Confirmation from Attorney (or company) that is holding the EMD *Pre-Qual or Proof of Funds *Addenda and/or Disclosure *Bill of Sale *Inspection Report w Repair Request Addendum *Vacation Rental Act Disclosure *Buyer Sale Contingency Addendum *Buyer Notice of Accepted Offer *FHA/VA Addendum *CL-100 *Repair Receipts *if Applicable *Post/Pre Occupancy Agreement Prelim & Fully Executed Settlement Statement (ALTA/HUD)
Glossary of Corporate Teams The Corporate Staff Supports Our Local Teams At The Agency, our employees are at the top of their game and at the forefront of our success. Red carpet service doesn’t happen overnight. Our team works diligently to create an unforgettable experience. Your local Managing Partner and support staff are supported by our corporate teams behind the scenes, providing best-in-class service, around the world.
GLOSSARY OF CORPORATE TEAMS
Local Administrative Team
Local Transaction Team
AGENT EXPERIENCE MANAGER (AEM)
DIRECTOR OF OPERATIONS AND COMPLIANCE
The Agent Experience Manager performs various functions to drive company success and the growth of agents' business by being a pillar of support for anything “The Agency.” This department's primary responsibilities include onboarding new agents, constant agent support, office management, CRM and commission assistance, and demonstrating a commitment to integrity, collaboration, and innovation. Your AEM is by your side from day 1.
Our Director of Operations and Compliance takes over once you have a conditional or firm trade in place to ensure the flow of information continues. Even after you’ve wrapped up one transaction and are already on to the next one! They make sure that the numbers line up and the money gets in to your bank account as quickly and efficiently as possible.
Local Marketing Team
Local Leadership Team
MARKETING ACCOUNT MANAGER (MAM) The Agency Hilton Head’s Marketing Account Manager and Culture & Vibes Coordinator strive to create attractive and memorable marketing journeys that drive awareness and positively impact our agents' business. The Marketing Team’s goal is to provide a uniquely tailored experience, based on cultivating meaningful relationships with the agents we service. Get to know your local MAM, who will amplify your listings and your brand.
You are not an island and you are not alone! Our Leadership Team has years of experience navigating this industry. Your Managing Partner and Managing Directors are here to make sure you never make the wrong turn. Don’t hesitate to rely on them and reach out to them if you ever need help.
GLOSSARY OF CORPORATE TEAMS
Corporate Marketing Team
Public Relations
The Agency’s in-house Corporate Marketing division features a robust team of marketing strategists, graphic designers, copywriters and digital experts designated to continually evolve The Agency’s brand while providing stellar marketing service for our offices and agents globally. Their role is to continuously inspire our local marketing experts with excellent resources and content to outperform the competition.
The Agency’s in-house bi-coastal PR Team secures approximately 2,000 editorial articles on behalf of our brokerage, leadership, agents, and listings each year in national and regional publications such as WSJ, NYT, Bloomberg, Forbes, Robb Report, Dwell and more. Your MAM can guide you on the PR Team’s listing thresholds and how to submit a listing for coverage.
Our Guides: Brand Standards ActivePipe APT (Agent Productivity Tool) Brand Book Headshot Guide Listing Copy Guidelines Personal Branding Signage And More!
GLOSSARY OF CORPORATE TEAMS
Support Team
Training and Support Team
The Help Team is the hub for all of your technical support inquiries and works with the web development, website, and IT Teams to assist you with all of The Agency’s tools and offerings.
The Agent Training and Support Team aids in our Agent’s learning and mastery of technology, tools, and professional improvement.
HELP@THEAGENCYRE.COM
LEARN@THEAGENCYRE.COM
Core Services/Ancillary Team
The Relocation Department
The Core Services department manages all of the national, regional, and local affiliated business relationships such as mortgage, title, home warranty for both company-owned and franchise offices. Furthermore, they also work with other departments to secure sponsorships for company events.
CORESERVICES@THEAGENCYRE.COM
The Relocation Department facilitates incoming, intra-company, and out-of-area referrals for every office. Additionally, through relationships with other brokerages and Fortune 500 companies, we capture prospective clients globally. We cultivate new revenue sources, assist with referrals around the world and help our agents generate more income. RELOCATION@THEAGENCYRE.COM
Questions? You know how to reach us.
WHEN IN DOUBT, YOUR AEM IS YOUR FIRST LINE OF DEFENSE.