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Message EDITION: JANUARY 24, 2024

TABLE OFCONTENTSWelcoming LetterThe Connect StoryOrganization IdentityCorporate Contact List3457Staff List and ResponsibilitiesGetting Started with Connect RealtySocial Media Pages and GroupsNew Agent Small Steps8111314Funding TipsVoicemail ScriptTips for Writing Your BiographyBiography Questionnaire19212226Frequently Asked QuestionsSafety2733Find Your Niche34

It is with great pleasure that I personally welcome you to the Connect Realtyfamily. The Real Estate world is highly competitive, and the fact that you havechosen to join our team is both a blessing and an honor. We appreciate theconfidence you have placed in our organization and look forward to assisting youwith the future growth and development of your Real Estate business. Whetheryou are an experienced Realtor or brand new to the business, I know howchallenging it can be when you join a new broker. At Connect Realty, our goal isto help each agent thrive. In an effort to assure a smooth and advantageoustransition to our brokerage, we created our “Getting Started” E-book to provideyou with information that should answer most of your questions regarding yourfirst steps at Connect Realty. Within this book, you will find the contactinformation for our local and corporate staff, a helpful “checklist”, tips forwriting a professional real estate biography that will set you apart from the rest,scripts, small steps for success that you can start doing each day, and muchmore! I strongly encourage that you go through it all to ensure you are utilizingthe essential resources and tools available to you. I would like to thank you onceagain for choosing Connect Realty as your RealC O N N E C T R E A L T YWelcome toEstate Brokerage. If you have any comments,suggestions, concerns or require assistance ofany kind, please know my door is alwaysopen. I encourage you to contact me directlyat mboatner@connectrealty.com, or requestan appointment with me by emailingagentsupport@connectrealty.com.Warm Regards, Mary GoudreaultPresident and Owner

Founded in 2008 amidst tumultuous real estate times, Connect Realty is afull service brokerage that is currently in various stages of operation in over50 markets across the country. Since inception, the company has built asuccessful, centralized, and highly scalable real estate business with theprimary philosophy that the real estate professional is our client. As such,we have reinvented real estate by simplifying the process and providing thebest value proposition in the industry. This concept, through proven results,has attracted entire brokerages who realize a shift in the way they conductbusiness is paramount as technology advancements continue to datetraditional business models. In 2020, Phoenix-based Clayton Nash RealEstate became another brokerage to jump on board with this philosophy.Now merged as one company, Realtors affiliated with Connect Realtybenefit from a comprehensive suite of services which combines additionalmarketing, operations, support, and leadership. Today, Connect Realty’s products and services are directed at providingagents with state of the art technology and tools required to provide theutmost professionalism and effectiveness to the ultimate customer; theirbuyers and sellers. The company’s package includes a virtual office andtransaction management system; listing syndication to top real estatesearch sites; a professional real estate website with IDX feed, a built inCRM, numerous customization features to enhance SEO, etc.; companyemail address; a ToolKit CMA account; FREE real estate and marketingtraining, business coaching, and support; as well as a number ofinstrumental marketing services. Connect Realty’s innovative technology;industry leading, cloud-based, agent-brokerage and consumer platforms;unmatched compensation; agent-centric approach; lead generation; andpremier services have attributed to the company’s growth andaccomplishments. In addition to ranking as one of the “Top 250 Brokerages in the Nation” byREAL Trends, the company has been profiled by a number of otherreputable industry media. The esteemed Inman News was one of the firstpublications to recognize Connect Realty when they featured the companyas one of the leading innovators in real estate. In addition, the company wasrecognized in REO Magazine who noted its transaction managementsystem; Trend Report who cited Connect’s attractive commission splits andrevenue sharing; and The Houston Business Journal who highlighted thecompany’s strong position in the real estate market. Connect Realty hasalso earned a spot on RIS Media’s Power Broker Report, a compilation of thenation’s top 1,000 brokerages based on transaction units and sales volume.CONNECT STORYTHE

Our SloganOne of the easiest ways to help establisha brand’s identity is by using a tagline orslogan that reiterates the company’sbeliefs and/or mission statement. Beloware four slogans/taglines that play to theimportance of the Connect Realty brand.Our StoryExceptional connectionsGet ConnectedConnecting people to communitiesYour real estate connectionWe started Connect Realty back in 2008 toredefine how real estate agents help peoplebuy and sell homes. In the last decade,Connect Realty has developed more thanan integrated technology platform andseasoned team of professionals - we'vebuilt a family. Today, our Connect Realtyagents and brokers rely on our core valuesto deliver an unparalleled degree of servicefor clients across the country.Connect Realty’s story is as uniqueand special as each member of our“Connect family”. It is important tous that our agents understand thefoundations and principles that thecompany was built on, as that iswhat led us to where we are today.Our VisionOur vision below defines how we conductbusiness as a company, as well as how weexpect our agents to conduct business asrepresentations of the Connect Realtybrand to facilitate our company mission.We are more than just a path "from A to B". At its core, real estate is a “connections business”, andexceptional transactions happen when you connect the right people. When choosing an agent torepresent you in the sale or purchase of your home, it is crucial to align with a well-connectedprofessional to ensure a smooth transaction. When you choose to partner with a Connect Realtyagent, you are choosing to work with a market leader and fiduciary advisor who will help younavigate the path to a successful closing. Our philosophy has always been to put the customer first. As an organization, we believe that thereal estate professional is our customer, too. With our agents and brokers in mind, we focus onproviding a strong brokerage foundation so that our professionals can leverage these tools andresources. We continue to invest in technology, training and support that allows our agents tominimize their administrative burden and maximize production for their clients.

Our MissionAs a company, the driving force of ourbrand and culture centers around ourultimate purpose: At Connect Realty, we aim to establishexceptional, rewarding connectionsbetween: Our Valueshome buyers, sellers and knowledgeable,qualified and successful agents;real estate professionals and the resourcesneeded to build a rewarding career;each other as we grow our ConnectCulture and Family.Be authentic. Wield your influence, act with fairintentions and inspire pure motives. Be passionate. Find the joy in what you do and who youserve. Be connected. It's more than a transaction - it's theconnection that counts.Connect Realty’s set of valuesembody our ideal team member.We consider the three core valuesbelow as the epitome of a ConnectRealty agent.

713-206-1001mboatner@connectrealty.comBusiness coaching/trainingBusiness plan developmentSetting goals and objectivesPrioritizing and strategizingTransaction questions/helpas neededNew agent orientation Available for one-on-onetraining mostly on eveningsand weekendsMary Goudreault281-296-3107mpursell@connectrealty.comMeredith PursellMarketing and social mediamanagerSocial media/marketingtrainingCustomized marketing piecesand e-flyersPress releases and otherpublic relations needsMonthly/annual billingAwardsAgent Support questionsAccount support:BackAgent/Lone Wolf,Placester, kvCore, Connectemail Class calendarsOffice announcementsIn-office webinarsNew agent onboarding andprovisioning of accounts,including BackAgent/LoneWolf, Placester/kvCore,ToolKit CMA, etc.281-296-3104bettyposton@connectrealty.comFunding questions & supportWires and checksDocuments in BackAgent /Lone Wolf for closing filesBetty Poston281-296-3310Michael@connectrealty.comGeneral Agent SupportquestionsBoomtown questions & supportLicensing issuesMLS memberships Placester and BackAgent / LoneWolf supportRackspace supportSigns/FramesMichael Boatner281-296-3100David@connectrealty.comCommercial questions andassistanceDave Boatner832-799-4217Maribel@connectrealty.comNew agent onboarding andprovisioningAgent Support/generalquestions BackAgent/Lone Wolf trainingPrinting marketing materials Sign checkout for SugarLand/Katy agentsConnect Realty account supportBilling questionsFunding questions and supportCDAsCompensation plansNew agent documents & followup1099 questionsMaribel Molina281-619-3929sherae@connectrealty.comCoaching & mentoringGoal setting & businessdevelopmentRecruitingBackAgent/Lone Wolf training Lead generationContract questions & real estatetrainingTraining & career developmentcalendarSherae Smith713-319-6943zach@connectrealty.comCoaching & mentoringRecruitingGoal setting & businessdevelopment kvCore trainingLead generationContract & Real Estate trainingTraction: Getting a Grip onYour Business Motivation & EthicsZach PerkinsCORPORATE CONTACT LIST

ARKANSAS 407-766-6030richhargersr@connectrealty.com State licensing and complianceDocument approval in BackAgent/Lone WolfTransaction compliance & support Contract questions and support Rich HargerState BrokerARIZONAFLORIDA407-382-0003francisca@connectrealty.com Transaction coordinatorContract questions and supportUploading documents inBackAgent/Lone WolfMiscellaneous Agent Supportquestions and assistanceFrancisca MotleyAgent Support 520-841-1849connectcooper@gmail.comState licensingReal estate trainingDocument approval inBackAgent/Lone WolfTransaction compliance & supportLois CooperState Broker 479-657-6642salesteam@burnettrealestateteam.comCody BurnettState Broker State licensing and complianceDocument approval inBackAgent/Lone WolfTransaction compliance & supportContract questions & supportBENTONVILLE479-601-2039Deanne.connectrealty@icloud.comDeAnne EdwardsBroker State licensing and complianceDocument approval inBackAgent/Lone WolfTransaction compliance & supportContract questions & supportSTAFF LIST AND RESPONSIBILITIESROGERS

713-206-1001brokertx@connectrealty.comTREC compliance questions andsupportContract questionsDocument approval inBackAgent/Lone WolfMiscellaneous transactionquestions and support Brian Buffini training Mary Goudreault – Broker Vicki@vickibrundage.comReal estate trainingContract questions and trainingBackAgent/Lone Wolf trainingCoaching/Mentoring agentsHouston/Dallas Compliance Training Vicki Brundage401-640-2727joesantoro@connectrealty.comState licensing and complianceDocument approval in BackAgent/Lone WolfTransaction compliance and supportContract questions and support Joe Santoro - State BrokerRHODE ISLAND ILLINOISSTAFF LIST AND RESPONSIBILITIESHOUSTON/THE WOODLANDS281-296-3102sonyahicksrealtor@gmail.comBackAgent/Lone Wolf help andsupport (uploading documents)Contract and HAR questionsSign and Supra Key check outAgent appreciation, including“shout outs” on BackAgent/LoneWolf, welcome cards, birthdaycards, first transaction cards, etc. Office eventsSonya Hicks-PattersonTEXAS630-935-8400jkartheiser@connectrealty.com Joseph KartheiserState Broker Broker/Leader Training Office access

STAFF LIST AND RESPONSIBILITIESBEAUMONT 409-790-6241Connectrealtysetx@gmail.comBusiness/ Real Estate Coaching &mentoringGoal setting & business developmentRecruitingBackAgent/Lone Wolf trainingContract questions & real estate trainingPrioritizing and strategizing Transaction questions/help as needed New agent orientation Mike DeLuna832 527 8509awisehomeinvestment@gmail.comReal estate trainingContract questions and training BackAgent/Lone Wolf training Beaumont Compliance Training Heidy Herrera817-681-4948Richard@richardgregoryrealty.com Real estate trainingBackAgent/Lone Wolf trainingContract help and supportMetrotex questionsRichard Gregory GALVESTON210-954-2218cwluvroses@gmail.comBackAgent/Lone Wolf TrainingContract questions and real estatetrainingAssistance with transactions asneededSABOR questions/supportCoordinates office classesSan Antonio/Austin ComplianceTrainerCarrie Partridge 254-535-2135Rickblalock122552@gmail.comBroker/Leader Training Office access Rick BlalockDALLAS 832-299-8250seancerelli@connectrealty.comGalveston office access Sean Cerelli KILLEENSAN ANTONIO TEXAS CONTINUED

Getting Started withConnect RealtyLone Wolf – Transaction Management System (BackAgent/Lone Wolf)• Placester – Website (for agents who choose this plan) • ToolKit CMA – CMA Template and Property Flyers • KvCORE/BoldTrail Website/CRM – For agents who join or upgrade to kvCORE (nowBoldTrail), Meredith or Maribel will email you the information to login once you are set up.Look for the following emails (the sender is listed first) with links to access youraccounts. Click the links in the emails, login, and save them to your bookmarks:1.Maribel or local office support contact:Local Board Application /Reinstatement / Transfer Form tocomplete. Meredith – Welcome email withimportant links, and helpful informationto get startedMeredith - Directions to order businesscards / marketing package and vouchercodeMaribel via Connect Realty’s DocuSignaccount - You will receive yourcompensation plan to sign, W9,Personal Transaction Policy, etc.Trainer – The trainer in your office willcontact you to set up your firstBackAgent/Lone Wolf training.2These emails will comethe same day you join, orWe have a whole template library of flyersand social media content that agents cancustomize available in BackAgent/LoneWolf.A letter to your friends and familyannouncing your affiliation with ConnectRealty is a great place to start. Use THIS LINK to access the template options.From there, just select the template you likethe best, and customize with your information.Once you have customized this template, youcan easily download it to print and send toyour neighbors, email it to friends and family,share it on social media (as an image), etc.3. Important items to work on/completefor marketing materials:Real Estate Biography (see pages 21-22 for“Tips on Writing Your Real Estate Bio”).Professional Real Estate Headshot.Purchase your website domain via Go Daddy(or your preferred provider).within the following day or twoafter joining:4. Customize Your AnnouncementLetter to Share with Friends & Family

Buyer Presentation: Selling Presentation: Complete yourBuyer/SellerClick HERE if you want to schedule a socialmedia training with Meredith to set up yourbusiness pages.9. Set up your social media businesspages (if you haven’t done so already).Contact your local boardif you need help with yourSupra, new agentorientation, etc.G e t t i n g S t a r t e d w i t h C o n n e c t R e a l t yPresentation Packets. 6. Update your email signature, outgoing voicemailmessage (see page 19 on “Tips for Setting Up YourVoicemail”), social media (personal and businesspages), as well as profiles on NAR, TAR, HAR,Realtor.com, Zillow, etc.7. Complete the formsto join/transfer withyour local board/MLS.5If you have the kvCORE/BoldTrail package,your website is already set up. Look for theemail you received from Meredith or Maribelwhen you joined with the login information toyour kvCORE/BoldTrail account. Login to youraccount to customize your website with yourheadshot, bio, etc., and forward your domainto your site. For assistance setting up yourwebsite, contact Zach atzprealtors@gmail.com.If you have the Placester package, click thelink in the email you received from Placester toregister and login to your Placester account.For help setting up your Placester website,click HERE to set up a training.8. Set up your website. Watch Zip Form training videos atziplogic.com/support/Email agentsupport@connectrealty.com if youhave not heard from your trainer to set up yourfirst BackAgent/Lone Wolf training.10. Set up your Zip Form templates. You can order your business cards atmarkful.com/connect-realtyEnter your voucher code at checkout.Email Meredith at mpursell@connectrealty.com ifyou can’t find the email with your voucher code. 11. Order your business cards You can find dates and times for our upcomingclasses posted to the calendar on the home pageof BackAgent/Lone Wolf. Sherae Smith and/or Meredith Pursell also sendsemail reminders with information about upcomingclasses. The classes are also posted to the applicableFacebook Group For more information about classes, contactSherae at sherae@connectrealty.com.12. Join our upcoming classes on Zoom. 13. Make an appointment with Vicki forhelp setting up your listing presentation,working on your database, setting up NAR,TAR, HAR, Realtor.com, Zillow profiles, etc.

LOCALPAGES & GROUPSSocial Media SOCIAL MEDIA GROUPS: NATIONAL Connect Realty Agents and Friendswww.facebook.com/groups/ConnectRealtyNetwork/Houston: Connect Realty Greater Houston Areawww.facebook.com/groups/ConnectRealtyHouston/ Beaumont: Connect Realty SETX Agentswww.facebook.com/groups/ConnectRealtySETX/ Arizona: Connect Realty AZwww.facebook.com/groups/ConnectRealtyAZ/SOCIAL MEDIA PAGES:CORPORATE FACEBOOKwww.facebook.com/ConnectRealty.HQ/CORPORATE LINKEDINwww.linkedin.com/company/connect-realty---team-usaCORPORATE TWITTER:@ConnectRealtyHQCORPORATE INSTAGRAM:@Connect_RealtyHouston Instagram: @Connect_Realty_Houston Arizona: www.facebook.com/ConnectRealtyArizona/ Austin: www.facebook.com/ConnectRealtyAustinBeaumont: www.facebook.com/ConnectRealtyBeaumont/Dallas: www.facebook.com/ConnectRealtyDFW/ Greater Houston Area: www.facebook.com/ConnectRealtyHouston/ San Antonio: www.facebook.com/ConnectRealtySanAntonio/

Vendor RelationshipsSMALL STEPSNew AgentDevelop a relationship with a local business and agree to work together to create success. Thinkoutside of the box. You can partner with someone who sells blinds, does remodels, services HVACsystems, etc.Meet with title companies and lenders to start building those relationships.Ask your preferred lender to work with you on a co-branded marketing campaign.Client RelationshipsAsk for a testimonial from two clients. If you are new to Real Estate, ask for testimonials fromprevious colleagues, clients, or other business reference. Ask them to highlight your work ethic,business skills, etc. Invite a past client for coffee or lunch. If you don’t have a past client, invite someone who has a“sphere of influence” you want to connect with. Ask what it would take for them to refer you as arealtor to their family and friends.Call three past clients or people who know your work ethic, and ask for a review. Give them a link toyour profile at a major real estate website for posting. Send two personal hand-written notes to past clients or prospects. Don’t forget to remind them youare a Realtor by enclosing your business card. Contact your former lease clients on a monthly basis! When their lease is almost up, introduce themto a lender to see if they are ready to purchase.Social MediaTake beautiful photos of landmarks and local sites for your “listing library”. Shoot a fun video of a new subdivision and post to your social media.Take a video of one of your listings and post to social media. If you don’t have a listing, ask anotherConnect Realty agent if you can take a video of one of their listings. Do you have a Pinterest Board that focuses on Real Estate? If not, create one. Take a photo with a current client either out showing properties, at an open house, or at closing, andpost it to your social media. Don’t forget to tag them!If you see a post on social media that reflects some exciting news for a contact in your database,don’t just post a response. Call, text or send a hand-written note offering your congratulations orencouragement. Share a recent article about the local real estate market, a new neighborhood coming, etc. on yoursocial media pages. Don’t forget to add some compelling information about the article to your status,use hash tags, and offer your services!Join neighborhood and real estate groups on Facebook.Choose an achievable time frame to accomplish your goals as well as measurable details so you know exactly when you’ve achieved them.Sharing your goals with a close ‘confidant’ is proven to increase the chances of you achieving your goal.Writing your goals down has been statistically proven to motivate you to begin the process of accomplishing said goal.

Social Media (continued)SMALL STEPSNew AgentFind and join one networking organization. Pick one that supports your life goals (for example:church group or parent group).Write or update your real estate biography, and upload it to your social media pages; website;national, state, and local affiliations; Zillow; Realtor.com, etc.Have you set up your business pages on each social media platform? If not, schedule time withMeredith by clicking https://go.oncehub.com/meredithlpursell.Go visit a new neighborhood, and post pictures of it on your social media sites with informationabout the amenities, etc. Find helpful information on LinkedIn by joining sales groups, real estate groups, etc.Post a recent news article about Real Estate trends, tips for buyers or sellers, etc. to your socialmedia sites, and share it with your database. Create a video for your Instagram covering the current marketing highlights.Create a quick video role-playing with a friend on the closing process, or interview a title person orlender.Preview a home, and share something special about the home on your social media sites.Post your customized New Agent Marketing pieces to your social media pages. Click the link toaccess our library of templates. https://app.bitly.com/Bl79kitWBpK/bitlinks/3Dd1oZM/detailsMake sure your real estate website is complete and live. If you need help finishing your website orwant to learn how you can customize it, contact Meredith at meredithpursell@gmail.com.. Write a blog about the real estate market, and share it.Invite contacts in your database to follow your social media pages.Meet with Meredith to start some social media ads to gain followers.Think about how you can make a fun and creative video to post to social media. Start a monthly drawing for a $25 gift card. Advertise it on Facebook to capture the contactinformation of anyone who enters, and add them to your database.Log in to each of your social media accounts, and update the information (if necessary). Thisincludes both your personal and business pages.Spend 30 minutes “liking” and “commenting” posts from friends/followers in your newsfeed.Set up a LinkedIn account if you don’t have one.Cross-reference your database with all social media accounts. Make sure to add all contacts in eachaccount to maximize your exposure.Make sure your social media pages are public and easily accessible for clients.Make a commitment to post one time a day on each social platform for the week. Create some Canva templates to have on hand.Update your Facebook cover photo. It keeps the page fresh!Post information about the latest market report to your social media groups and pages.

DatabaseSMALL STEPSNew AgentMake a commitment to add three contacts to your database every two weeks, and do it. Don’t forget this business is all about contacts! Get out of the house today, and don’t come homeuntil you have handed out three business cards. Don’t forget to add anyone you give a card to intoyour database.Add five pieces of information to your database. If you need help establishing your database,schedule a training. See Vicki for a Buffini and Breakthrough Broker guide that you can reference.Remember Real Estate is a “contact sport”. Add five contacts to your database.Tell five people you don’t know that you are a Realtor, and add them to your database.Make sure your database is updated with new contacts and information. Go through LinkedIn to make sure all connections have been added to your database. Send out an item of value to your database, whether through email marketing or direct mail.Schedule time with Meredith for help using Mail Chimp for email marketing.Agent MarketingHave you ordered your business cards? If not, contact Meredith at meredithpursell@gmail.com tosend you the directions and voucher code.Write a daily script for your voicemail and record it. Remember, your voicemail is anADVERTISEMENT for you. Here’s a few samples: Hello, you have reached the voicemail of (enter your name here) with Connect Realty. Today is(enter date). Please know that I will be (in a closing, showing houses, meeting with a client, etc.)today from (enter hours). I will be returning calls left during those times between (enter times).You can also text me for a fast response.Hello, this is (enter your name here) with Connect Realty. My office hours today will be (enterfrom to here). If you have reached this message, I am assisting another client and will bereturning messages at (enter times). Text me for a fast response.Have you established your time blocks? If not, you should have blocks of times set every day forprospecting, networking, professional development, marketing and appointments. Does your email signature tell people you are a Realtor? If not, create a new signature with your title,brokerage, and business contact information.Print and bind your buyer booklet (see page 12, #5 for the link) to leave at open houses.Schedule an open house for next weekend. Create your listing presentation, or review the one you have and make sure it still works for you. Create or review your ZipForms templates.Send out 5 “Thank You” or “Thinking of You” cards, and add your business card to the envelope.Buy 10 birthday cards, and pre-address them for later mailings. Again, don’t forget to add yourbusiness card!

Agent Marketing (continued)SMALL STEPSNew AgentHand out three promotional items to anyone you come in contact with so that they are reminded youare a realtor. If you don’t have anything to give, contact us!Attend a community/school/networking event, and exchange business cards. Host an open house, or attend one nearby to pass out business cards.Practice a listing presentation with another Realtor or Broker to improve your presentation skills.Volunteer to do an Open House for a listing agent in your office.Make a professional branding video.Order a bulk supply of branding items (sport calendar magnets, hand sanitizers, pens, notepads) tohave on hand and pass out.Close Family, Friends & Previous EmployersCall any agents you know in other states and remind them you are a realtor that loves referrals.While you are on the phone, ask for suggestions and ideas to grow your business. If you knowseveral, call five per day until you finish your list. Send out two handwritten notes to friends or family members who are willing to support yourbusiness, and ask them for 5 referrals. Research a neighborhood where someone in your sphere lives, and send that person what you find.Tell them you were researching for your real estate business and wanted to share with them.Email a personal CMA or Market Report to your neighbors and sphere.Call three people in your sphere, and ask them if they could please remember to keep you in mindfor referrals. Remember, if they say nothing or indicate that they wouldn’t refer you, ask them whatyou could do to change that. Ask your friends and family members to refer three friends, co-workers, neighbors, etc. to you, andadd them to your database.Practice creating CMA’s by offering 3 neighbors a complimentary CMA.Neighbors and NeighborhoodIf you have a listing, knock on the neighbor’s doors, and give them a flyer. Let them know you’re justkeeping them updated on the neighborhood. If you don’t have a listing, maybe you can do this foranother agent’s listing. Knock on four neighbors’ doors, and ask them if they would like to be added to your CommunityNewsletter or Customer Appreciation program. Contact Vicki for help with this.Talk to five neighbors about the real estate market. Ask them if they know anyone thinking aboutbuying or selling, and get their contact information to offer a complimentary CMA. Knock on four neighbors’ doors at an Open House to introduce yourself. Offer a property flyer andyour business card, and invite them to the Open House.

Training and LearningSMALL STEPSNew AgentCheck out some of the videos on Connect University/Connect Training on Demand.Read three chapters in a book that teaches you sales skills. Contact one of our trainers for a recommended reading list.Increase your knowledge of Real Estate by taking a class, attending a meeting or researching aneighborhood. Attend training at your local MLS to master their different tools.Learn how to create property flyers and brochures in ToolKit CMA (part of your Connect Realtytechnology package) or Canva. See Canva notes in BackAgent/Lone Wolf, or contact Tiffany attiffv@connectrealty.com for help.Attend a sales meeting/training, take a picture, and share it to your social media pages.Do you have KVCore? Set up a training with Zach to learn how to leverage its CRM.Schedule time with Meredith to establish and/or enhance your social media presence if you have notdone so already.Learn about new tools and technologies available for real estate agents. Ask a realtor in your sphere if you can shadow them at an open house.Learn about a neighborhood you’d like to farm. Look at the current listings and trends in thatneighborhood. Mail letters to three for sale by owner listings to offer your services in the event the home doesn’tsell. If you don’t know what to say, there are some letter templates in BackAgent/Lone Wolf. CallAgent Support if you need help finding them.Attend a Builder’s open house.Schedule Canva training with Meredith.Self-AffirmationsFollow up with Mary on your progress, and set a plan for the next week/month.Every Monday, write down at least one goal you want to accomplish for the week. Outline “to-dos”that will help you achieve those goals, and set aside specific days and times to work on these tasks. Create your morning affirmation – something to tell yourself every morning to get motivated. Saythat affirmation every morning for a month. If you can’t think of one, email Mary, and she can helpyou.Random CategoryIf you have a listing, reverse prospect other agents with clients looking for a property similar to yourlisting. See “Reverse Prospecting Instructions” in BackAgent/Lone Wolf, or contact Tiffany(tiffv@connectrealty.com) for help.Become familiar with your local leasing market. Preparing a lease for a client can create a buyer inthe near future!Learn how to use zoom and other online virtual platforms.

STEPS FOR SUCCESSFUNDING - THE FUNDING DEPARTMENT RESPONSIBILITY IS TWO-FOLD:THE FUNDING PROCESS BEGINS WHEN… Submit your file for broker approval 5 business days before the closing date.1. Check your compensation plan summary prior to filling out your funding request. 2.If you have questions, please feel free to contact Maribel.a. All Referrals and Co-Broker payouts must have a W9 on file in BackAgent/Lone Wolf.3. Indicate how you would like your commission funded: Standard or Table.4. Confirm Price of Home/Lot. 5. Prior to sending funding request, please confirm the sale/purchase price of the home iscorrect. This will ensure that the breakdown between the Agent and Broker Split is correct. a. Confirm that Title contact names, telephone number, and email are correct. 6.This ensures the CDA is received in a timely manner and allows us to contact the appropriateparty quickly if there are any questions or concerns.a.If you have an assistant or TC working with you, please add their contact info, as well.b. Outgoing and in-house referral payments must come to Connect.7.If your transaction is a lead from an outside referral company (i.e. Opcity, Quicken Loans/RockHomes, etc.), please make sure you are paying the correct fee rate. a.Add a note in the left-hand column stating the referral payment name. b.We will pay it out according to the W-9 you’ve provided. c. Do not put home warranty/repair/etc. payments as direct payouts on the CDA. 8.Instead, we have these paid as buyer/seller credits. a. After Closing:9.Once the transaction has closed, the money will be sent to Connect Realty. Once received,Betty Poston will add a note to the transaction stating that the funds have arrived. a.Betty is responsible for ensuring the agent and broker are paid, as well as filing thetransactions for the broker. This involves receiving all the documents that are necessary tokeep the broker files within compliance. b. Pre-Closing documents must be uploaded before the closing date of transaction.10.Below are the guidelines to follow to ensure an efficient and timely closing:*Receive and process the funding request. Send CDA to title and agent for the closing date. ContactMaribel Molina for questions: 832-799-4217; maribel@connectrealty.com*Receive funds for transaction. Collect documents needed to close, fund, & file transaction for thebroker. Contact Betty Poston for questions: 281-296-3104; bettyposton@connectrealty.com You submit a transaction for broker approval and complete the funding request. Once the brokerapproves the transaction, the funding request is sent to Maribel, who will complete the CDA usingthe information from the request. Once completed, she sends the CDA to title and the agent.

STEPS FOR SUCCESSFUNDING - The following Post-Closing documents are required in order to fund and file the transaction: Buy Side: Buyer Walk ThroughTitle CommitmentFinal, signed Closing Disclosure,HUD, Settlement Statement or ALTAAmendment to Extend the ClosingDate: If the closing date has beenextended.W9: If it is the agent’s firsttransaction with Connect. Uploadinto Back Agent and advise MaribelMolina.Sell Side: MLS showing ClosedTitle CommitmentFinal, signed Closing Disclosure,HUD, Settlement Statement or ALTAAmendment to Extend the ClosingDate: If the closing date has beenextended.W9: If it is the agent’s firsttransaction with Connect. Uploadinto Back Agent and advise MaribelMolina.Leases:MLS showing ClosedCopy of the Lease AgreementCopy of the Co-broker CommissionAgreementCopy of the check(s)W9: If there is a co-broker on thelease and we are getting the fullamount of the lease commission,we must have the co-brokers W9on file to pay them.PLEASE NOTE:If you are unable to get the final, signedClosing Disclosure and Title Commitmentfrom title, Betty can reach out to them.However, the process is timely andefficient if the agent uploads thesedocuments shortly after closing thetransaction. The following forms mustcome from the agent, as title (mosttimes) will not have a copy:Buyer Walk ThroughMLS Showing ClosedAmendment to Extend the ClosingDate

Hello, you have reached the voice mail of(enter name here) with Connect Realty.Today is (enter date). Please know I will be(in a closing, showing homes, meeting witha client, increasing my real estateknowledge) today from (enter hours). I willbe returning calls left during those timesbetween the hours of (enter times). If thisis an emergency, or for a faster response,please send me a text message.Hello, you have reached the office of (enteryour name or your business name),powered by Connect Realty. I’m currentlyunable to answer your call at the presenttime. Please leave your name and number,and I will return your call shortly. If this isan emergency, or for a faster response,please send me a text message. Hello, this is (enter name) with ConnectRealty. My office hours today will be (enterhours here). If you have reached thismessage, I am assisting another client andwill be returning calls at (enter times or saybefore the end of the business day). If thisis an emergency, or for a faster response,please send me a text message.Hi, this is (enter name here) with ConnectRealty. Please leave your name and phonenumber so that I can return your call withinthe next hour. If you are calling about oneof our many listings, please also leave theaddress of the property you are interestedin learning more about. I look forward toassisting you with your real estateendeavors!Say who you are, the company you are with, and make sure they know you are inreal estate. Make sure you sound enthusiastic and excited about what you do. Havefun with the message. Make sure there is no noise in the background. No babiescrying or dogs barking. This is a professional message. Change your voicemail up from time to time. The firstscript listed below is perfect for this. Write out what you are going to say, andpractice, practice, practice.This is (enter name) with Connect Realty,your one stop connection for all your realestate needs. Sorry that I couldn’t get tothe phone right now, but if you leave amessage I will return your call shortly. Igreatly value your call look forward toserving you soon!Hello, and thank you for calling (entername) with Connect Realty. I am unable toanswer your call at the moment, but if youleave a brief message, I will be more thanhappy to get back to you as soon aspossible to assist you with your real estateneeds or referrals.DON’T FORGET, WHEN YOU ARE RECORDINGYOUR VOICE MAIL MESSAGES, ALWAYS:

TIPS ON CREATING YOUR PERSONAL BIOSTART BRAINSTORMING NOW:What education experience do you have? Include any certificates, degrees, diplomas, and evennon‐credit courses.What are your hobbies? Hobbies can create a personal connection between you and potentialclients that have similar interests.Where do you work and live? Talk about your connections to the community, the groups youare involved with, or the networks you belong to.What personal qualities do you possess that qualify you as a Real Estate Agent? Are youprofessional, hard‐working, enthusiastic or organized?How long have you been in Real Estate? If you are just starting out, let them know why youselected Real Estate as a career and what you love about it.What tools and resources do you use to help your clients buy or sell property? At ConnectRealty we have many tools and resources available via our cloud based technology such asvirtual tours, transaction management, Realtor.com Showcase listings, and enhanced searches.An often neglected but essential tool for Real Estate Agents is a well thought, developed, andprofessional bio. A professional bio helps to personalize an agent to online prospects and clients. Itlets them know you are qualified to represent them by documenting your experience, training, skillsand knowledge of the local market. A bio should answer the question, “Is this the right Real EstateAgent for me?”One of the biggest hurdles to writing a bio is actually sitting down and doing it. Most of us don’tknow where to start and don’t know what to include. The first step in writing your bio is toBrainstorm. You don’t have to worry about grammar at this point just write down everything youthink about yourself and your history.WHEN WRITING YOUR BIO:Make it simple, honest and between 300 and 400 words. It should only be two to threeparagraphs.Write your biography in the third person. For example, “Mike Jones specializes in working withtenants, landlords, buyers, sellers and investors in and around the ABC area.”Don’t exaggerate or try to over sell yourself but don’t sell yourself short.Don’t forget to go back and check for grammar and spelling errors and be sure to remember toinclude your contact information.

TIPS ON CREATING YOUR PERSONAL BIOBIOGRAPHY TEMPLATE / SAMPLE BULLETSKnowledge and commitment to helpingothers is the key to my successNegotiate effectively and as timely aspossible to produce the best outcome formy clientKeep updated of the market, movements,tends, competitions, and clever ideas whilekeeping my clients well informedUse a variety of marketing techniques anda customized marketing plan withcontinued, consistent exposure andindividual attention designed to expose allthe right people to your propertyListen to what the client has to say abouttheir likes, dislikes, needs, and comforts tofind the property you loveProvide the highest level of service andknowledge possibleServe clients with fairness, integrity, anddedication to help my clients achieve theirreal estate needsPHILOSOPHIESWork diligently to achieve the bestexperience for my clientStay current by being apprised of all thereal estate marketing trends in mycommunityListen to the client and educate them on allof their optionsProvide a personal touch to generateprofessional resultsBenefit clients with my personal integrityand unending driveOffer clients outstanding leadership andcompassionMaintain a high standard of character toproduce a high level of achievementUse the best marketing tools to find or sellyour homeKeep my client up to date on the changingmarket conditions, new listings, and moreLANGUAGESEnglishSpanishFrenchAREAS OF SPECIALIZATIONREO/Short SalesResidential SalesFarm and Ranch LandInvestment PropertyNew Builder Homes DESIGNATION, AFFILIATIONS,RECOGNITIONS Accredited Buyer’s RepresentativeCertified Home Marketing SpecialistShort Sale/Foreclosure CertificationMember of Houston Area RealtorsAssociationTop Sales Associate (Month?)REAL ESTATE/OTHER EDUCATIONBachelor’s Degree (your school)Law of ContractsReal Estate PrincipalsResidential InspectionAppraisalInvestment Strategy

TIPS ON CREATING YOUR PERSONAL BIOBIOGRAPHY TEMPLATE / SAMPLE SENTENCESChoose individual sentences; fill in your information and put together to createyour own personal bio.[Agent Name] was born and raised in [City, State].[Agent Name] started [his/her] career in real estate in [Year].[Agent Name]’s background is in [Background] with a degree in [Degree] from [School].When [Agent Name] isn’t helping others find their dream home, [he/she] is enjoying activitiessuch as [Hobbies].[Agent Name] is excited to be working as a real estate advisor with Connect Realty.[He/She] recognizes the important roles that local knowledge and strong relationships play inoperating a service‐based business.Given [his/her] passion for our community, [he/she] is uniquely qualified to help clients makeinformed decisions concerning schools, taxes, insurance, and other considerations based onindividual needs and priorities.[He/She] also understands that technology is paramount in the modern real estate market,and works diligently to integrate the latest technological innovations into [his/her] marketingstrategies and communication.[He/She] is happy to report that [his/her] growth in this business comes from referrals andmany generational buyers and sellers, which is the very best compliment to a job well done![His/Her] work philosophy is the same whether representing a corporate client or your family,giving you the professional service you deserve.[Agent Name] has been a resident of [Neighborhood/Community] for [Number] years whichgives [him/her] intimate knowledge of the community and its amenities.Whether you are buying a home or listing a home, [Agent Name] feels that to be a goodagent you have to love what you do.Whether you are a first time buyer or a seasoned veteran, you can feel confident that [AgentName] can assist you in your housing needs.Buyers need an advocate in the real estate process, and [his/her] knowledge of real estateassures you a smooth and successful experience.[He/She] specializes in [specializations] with credentials including [credentials] and variousrecognitions, such as [recognitions].

TIPS ON CREATING YOUR PERSONAL BIOBIOGRAPHY EXAMPLEPHILOSOPHIESProvide the highest level of service andknowledge possibleWork diligently to achieve the bestexperience for my client Provide a personal touch to generateprofessional resultsKeep my client up to date on the changingmarket conditions, new listings, and moreServe clients with fairness, integrity, anddedication to help my clients achieve theirreal estate needsKeep updated of the market, movements,tends, competitions, and clever ideas whilekeeping my clients well informedListen to what the client has to say abouttheir likes, dislikes, needs, and comforts tofind the property you loveLANGUAGESEnglishSpanishAREAS OF SPECIALIZATIONFirst Time Home BuyersResidential SalesDESIGNATION, AFFILIATIONS,RECOGNITIONS Accredited Buyer’s RepresentativeMember of Houston Area RealtorsAssociationREAL ESTATE/OTHER EDUCATIONLaw of ContractsLaws of AgencyReal Estate PrincipalsInvestment StrategyBULLETS FOR BRITTANIE CURBOWSENTENCES:“Brittanie was born and raised in Houston, TX, where she started her career in real estate in 2010.Given her passion for her community, she is uniquely qualified to help clients make informeddecisions concerning schools, taxes, insurance, and other considerations based on individual needsand priorities. Brittanie recognizes the important roles that local knowledge and strong relationshipsplay in operating a service‐based business; she also understands that technology is paramount inthe modern real estate market, and works diligently to integrate the latest technological innovationsinto her marketing strategies and communication. Brittanie’s work philosophy is the same whetherrepresenting a corporate client or your family, giving you the professional service you deserve.Whether you are buying a home or listing a home, Brittanie feels that to be a good agent you have tolove what you do. Brittanie is happy to report that her growth in this business comes from referralsand many generational buyers and sellers, which is the very best compliment to a job well done!”

BIOGRAPHY QUESTIONNAIRE1. Where are you from originally? If you’re not from the area, when did you movehere?2. What do you enjoy most about living in the area?3. What is your background before Real Estate? College? Degree? Job?4. What attracted you to your previous careers and jobs? (This doesn’t have to bedetailed, but it is helpful to include any past jobs that are related to Real Estate, likeSales, Marketing, Customer Service, etc…that will add value when potential clientssee it.) 5. When did you get into real estate and why? (examples: passion for helping others,interest in real estate, experiences dealing with other Realtors while moving, etc.)6. How many years have you been working as a real estate agent in yourcommunity? (If you began your real estate career outside of your current area/state)7. What brought you to Connect Realty? (Remember, the bio is all about addingvalue to potential clients, so you will want to illustrate here what your affiliation withConnect Realty will bring buyers and sellers – technology, online presence, and anyother features that you think will enhance their experience)8. What personality characteristics do you attribute to your success? (determined,hard working, organized, etc. etc. etc.…be detailed here)9. What is your work philosophy when assisting Buyers and Sellers? (Someexamples: to deliver the utmost trust and professionalism, to keep clients informed,to listen to your clients needs and wants, to remain adept of latest technology andtrends, to educate clients throughout the process, etc…)10. Awards/Designations/Affiliations/ Certifications? 11. Specialties? (i.e. Buyers Agent, Listing Agent, First time Home Buyers, luxuryhomes, New Construction, etc.)12. What are your hobbies and interests (when not working with your clients)?

FREQUENTLY ASKED QUESTIONSFUNDING:Q: The CDA has already been created on a file, but the closing date has changed. I want to changethe closing date in BackAgent/Lone Wolf, but it will not let me. What should I do?A: Contact funding@connectrealty.com so that they can “set back” the transaction to a pre-closingphase. At that point, you will be able to change the closing date and add the amendment to “Extend theClosing Date”.Q: What are my options for commission disbursement? How do I designate how I would like to bepaid?A: As long as you submit your file 48 hours prior to closing, you can designate “Table Funding” on yourfunding request and you will be paid at table. This is our preferred method of payment and the fastestway for you to receive your payment. If you submit your file late, if the title company does not allowtable funding or if you would prefer a different payment option, the following are your options.Wire - $12.00 wire fee applies (check with your bank, they may apply an incoming wire fee inaddition). If you would like a wire, we will need your banking information including the name of thebank, the account number and the wire number.USPS check - No chargeFedEx check - $15.00 per standard overnight delivery envelopeE-Check - No chargeLocal Pickup - Available at The Woodlands, Texas office onlyQ: Where can I find a copy of the CDA/DA sent to Title Company/Attorney?A: A copy of the “Disbursement Authorization” will be emailed to you concurrently when we submit toTitle Company/Attorney for funding. A copy is also stored in the “Document” section of the transactionand labeled as “Funding Confirmation”.Q: I am receiving a referral payment. Do I enter the transaction in BackAgent/Lone Wolf?A: Yes, please make sure you select “Referral Only” at the start of the transaction so thatBackAgent/Lone Wolf does not apply unnecessary forms.Q: I have a dual-sided transaction where I am intermediary for both the buyer and the seller; do Ineed to have one transaction in BackAgent/Lone Wolf or two?A: We prefer for you to put in two files; one for the buyer and one for the seller. If you put all thedocuments on the seller side of the transaction, you may miss some critical buyer forms that may berequired. If you are an experienced agent and believe you are qualified to remember all the buyerdocuments without receiving a notification from BackAgent/Lone Wolf, please emailfunding@connectrealty.com for authorization to submit one file rather than two. Q: If I represent both the buyer and the seller, do I have one E&O charge or two?A: If you are on a standard Connect Realty commission plan, you will have two charges, but at a lowerrate per side. Please see your individual compensation plan for details.

FREQUENTLY ASKED QUESTIONSFUNDING:Q: Has my CDA been sent to title?A: Once a funding request has been completed it is sent to both the agent and the title company. If youdid not receive confirmation in your email, please email funding@connectrealty.com for confirmation.Q: Has Connect Realty received the funds so that I can get paid?A: When funds are received, we enter a note into the transaction, showing the date, the amountreceived and whether the funds were received as a check or a wire. Go to “Transactions” and then to“Notes and History” click on “Notes and Messages” to see funding notes. Q: Have you processed my funds?A: Once the funds are received, you will receive an email notifying you that the funds have arrived atConnect Realty and what remaining documents are required to close the file and distribute theproceeds to you. Once all documents have been received, you will be contacted by the fundingdepartment to determine the way you would like your proceeds distributed. You can request a wire, in-office pickup, US mail, E-Check or Fed-Ex. If you believe all documents have been submitted and youhave not been paid, please email funding@connectrealty.com.Q: Who at Connect handles funding request questions?A: Maribel Molina is mainly responsible for the distribution of funding requests, but there may be daysshe is out of the office. For that reason, it is always best to email funding@connectrealty.com, if youcan’t reach her by phone, so that your request for information doesn’t get lost.Q: Who at Connect handles the transaction once the funds are received?A: Betty Poston receives the wires/checks from title or leasing companies. Once she receives thefunds, she makes sure all the documents are in and the file is ready to close. If an agent is not paid attable, she will contact them to find out how they would like to be paid. However, in the case that Bettyis unavailable or out of the office, it is always best to contact funding@connectrealty.com. Q: Is there a way for me to allow my client to see the files in my transaction?A: Yes! There is a feature available in BackAgent/Lone Wolf called "Roundtable" where you can inviteanyone who has an authorized interest in your property to view documents in the transaction. You arealso able to customize the visibility of the transaction documents to each "viewer" you approve.Q: How do I submit my transaction for Broker Approval or Funding?A: We have created a step-by-step tutorial on how to submit a transaction to BackAgent/Lone Wolf forBroker Approval. To access this tutorial, take the following steps. 1. Login to your BackAgent/Lone Wolf account 2. Click the "Office" tab 3. Click "Documents" and then "Learning Resources" 4. Click "Tutorials" and then "How to Submit a Transaction to Funding"

FREQUENTLY ASKED QUESTIONSFUNDING:Q: How do I enter a seller’s information into BackAgent/Lone Wolf if the seller is a company and not a person?A: Enter the company’s name as the first and last name instead of a person’s name.Example: “Chase” is entered as the “first name”, and “Bank” is entered as the “last name”.CONNECT REALTY TECHNOLOGY/ACCOUNT SUPPORT:E M A ILQ: How do I change my forwarding information for my Connect Realty email address?A: Contact agentsupport@connectrealty.com and they will update your forwarding information inRackspace. S C A NN E RQ: What if I need a document scanned, but I do not have a scanner?A: There are a number of recommended scanner apps available that you can download to your mobiledevice. Some top-ranked apps are: Adobe Scan, Microsoft Office Lens, and ScanPro. Other apps availableinclude: Abbyy FineScanner, Dropbox Business, Evernote Scannable (for iPhone), and Genius Scan Plus.B A C KA G E N T/ L ON E W OL FQ: How do I find a copy of the current Policies and Procedures?A: Log in to your BackAgent/Lone Wolf account, and click the "Office" tab. Next, go to the "Documents"section and click the section titled: "Policies and Procedures" for the applicable year. Q: Where can I find the Connect Realty logos?A: All versions and formats of our logo are available in BackAgent/Lone Wolf. After logging in, just selectthe "Office" tab at the top of the home page, then select "Documents", and then "Company Logos".B I L L I N GQ: I need to update my credit card information for my monthly or annual fee. Where do I go to do that?A: Contact billing@connectrealty.com, and a member of our staff will either send you our credit cardauthorization form to complete with your information, or contact you directly to get your updatedinformation over the phone. You can also call 1-866-938-0924.

FREQUENTLY ASKED QUESTIONSCONNECT REALTY TECHNOLOGY/ACCOUNT SUPPORT:Q: Other than what I can find through the banners at the top of the home page in BackAgent/LoneWolf, are there any other learning resources available?A: Yes! We have a real estate glossary, tips for agents, and a number of tutorials for agents that areavailable through both the “Office” section/tab as well as the “Learn” section/tab. Depending on whatyou are looking for, you will login to BackAgent/Lone Wolf and select either of the tabs.Example: If you would like to access ourreal estate glossary, or one of our step-by-step tutorials, log in toBackAgent/Lone Wolf. Then, select the“Learn” tab. From there, select “LearningResources” to see the different tutorialsand handouts available.Example: If you want to write a prospecting letter to aclient and would like a template, log in toBackAgent/Lone Wolf. Then, select “Office” at the topof your home page. Then, select “Documents”, andyou will see a list of folders. Select the “LetterTemplates and Marketing Materials” folder, andchoose from the list of templates available.Q: How can I get immediate notification aboutimportant events, listings, and services?A: You can receive text message alerts for listings,events, faxes, tasks, and more. You can customizeyour text settings and choose which notificationsyou would like to receive by following the steps onthe right.Q: Where do I go if I need help with Zip Forms or BackAgent/Lone Wolf?A: Vicki Brundage has Open Hours on Tuesday evenings at 5:00 pm CT and Wednesdays at 12 pm CT. During OpenHours, agents can receive support with any issues or questions related to BackAgent/Lone Wolf or Zip Forms, such ashelp with templates, contracts, transactions, navigating BackAgent/Lone Wolf, etc. You can also book a one-on-oneappointment with Vicki at 832-877-7537.

FREQUENTLY ASKED QUESTIONSCONNECT REALTY TECHNOLOGY/ACCOUNT SUPPORT:T R A IN I N GQ: How do I schedule training?A: For general questions or support, contact agentsupport@connectrealty.com, and we will find theappropriate staff member to contact you. Q: How can I access previous classes?A: Log in to your BackAgent/Lone Wolf account. At the top of your home page, there is a banner titled“Connect Realty Training on Demand”. Click the banner to access all of our classes via Vimeo. Thepassword for all of the 2020 videos is Connect2020! For 2021 classes, use Connect2021!Q: Who can help me set up my Placester website?A: If you are on our “Placester” plan, you should have received a link to register and login to yourPlacester website when you joined. If you cannot find the link, contact Agent Support atagentsupport@connectrealty.com. Once you register and login, follow the steps to complete yourinformation. Afterward, you can schedule a training with Meredith to finish the set up HERE, or click onthe Banner at the top of the BackAgent/Lone Wolf home page that prompts you to schedule anappointment with her.A: If you would like to upgrade to our kvCORE/BoldTrail package, contact Agent Support atagentsupport@connectrealty.com, and one of our staff members will contact you to update your billinginformation and set up your account. Once your account is set up, you can schedule training by emailingtraining@connectrealty.com, and our kvCORE trainer will contact you to set up training with you.Q: I have kvCORE/BoldTrail, or I would like to upgrade to kvCORE/BoldTrail. Who can I contact for helpwith this?

Q: How can I learn how to use social media to market myself to get more clients?A: Schedule an appointment with Meredith HERE, and she will coach you on how to use the differentsocial media platforms to brand your business and attract new clients.Q: Who can I contact for help getting started with BackAgent/Lone Wolf?A: In the first several days after joining Connect Realty, you will receive a number of emails. One emailwill be from the BackAgent/Lone Wolf trainer at your local office, or if there is not a BackAgent/LoneWolf trainer in your local office, the BackAgent/Lone Wolf trainer at our corporate office will contact youto set up your first BackAgent/Lone Wolf training. Please check your emails, and notifytraining@connectrealty.com if a trainer hasn’t contacted you within one week of joining.Q: Is there anyone who can help me with contract questions?A: Yes! See our “office contacts” for your state/region to see the appropriate contact in your area whocan help. If you can’t get in touch with the staff or broker in your area/state, contacttraining@connectrealty.com or agentsupport@connectrealty.com. FREQUENTLY ASKED QUESTIONSCONNECT REALTY TECHNOLOGY/ACCOUNT SUPPORT:MARKETING:Q: I have a listing and don’t know which logo or sign to use. A: If the listing is priced lower than $500,000, you will use our standard logo/the sign with our standardlogo. If your listing is priced between $500,000 and $1,000,000, you may use our Connect RealtySterling Property logo/the sign with our Connect Realty Sterling Property logo. If the listing is priced at$1,000,000 or higher, you may use our Connect Realty Luxury logo/sign with our Connect Realty Luxurylogo. Q: What target-specific marketing materials are available for agents?A: Connect Realty customizes several marketing pieces for agents when they join, including a first-timehomebuyer postcard, an open house door hanger, an announcement letter to friends and family, FirstResponders Benefit Program, an informational trifold, buyer/seller packets, listing presentation, andmore. If you have not received your pieces, contact marketing@connectrealty.com.We also have a template library available in BackAgent/Lone Wolf. To customize one of these tem latesin Canva, just select the banner titled “Social Media & Marketing Materials” in BackAgent/Lone Wolf, orclick the link: http://bit.ly/3Dd1oZMRECRUITING:Q: I have a friend who is interested in joining Connect Realty. Who should I refer him/her to?A: That’s great! If your friend is interested in learning more about the company, first refer them to yourlocal broker or branch manager. If they have additional questions, contact our corporate office atcareers@connectrealty.com, and a member of our team will reach out. If he/she is ready to join, contactagentsupport@connectrealty.com with the agent’s contact information, and a member of our staff willcontact him/her to set up a time to complete the onboarding process.

Show homes before dark. If you are working with a buyer, give someone your itinerary and agree tocheck in with them at certain times. Create a secret word you must say so they know you are safe. Ifyou are working with a seller, ask them to turn on all lights and have the showing agents leave thelights on. Also, keep shades or drapes open so people can see into the home.When you have a new client, ask them to meet you first to discuss your working relationship at apublic location. Get a copy of their license and leave it in your file. You can use the form found on theNAR website “Prospect Identification Form.” https://www.nar.realtor/safetyNever share your home phone number or address. Don’t use your middle initial. Use your officeaddress. Limit the amount of information you share. Consider not using your photograph in yourmarketing materials. Make it a policy to keep your private information…private. Never share a lock box code with anyone. Never give a potential buyer or tenant a lock box codebecause you have a scheduling conflict or for any other reason. Sharing a lock box code is groundsfor termination of your license with Connect Realty. If you are holding an open house, be aware of who comes in and out. Make sure everyone thatcomes in goes out. Use this as an opportunity to have more prospects sign into your attendancerecord. Once you are confident all attendees have exited the property, secure the home by lockingall doors and windows. Remind your clients that they should never allow anyone in the home without an appointment. When you are showing homes, wear your company provided name badge and use your car magnets. When showing a home, always follow – never lead.When possible, drive in a separate car and follow your clients. Make sure they do not park behindyou in a way that blocks your exit. Plan your escape route. Park in a well- lit area. Notice what isgoing on around you before you exit the vehicle. Inform your sellers not to leave any personal information, such as children’s report cards, photos, orartwork. Do not leave bills or mail anywhere where they can be seen. Lock up all medications, guns,jewelry, laptops, pocket electronics, and other valuables. Don’t send any confidential information via email. Emails are neve secure. Deliver the information inperson, use a fax, or use a secure portal. If you are the listing agent, let the neighbors know that the home will be shown or held open. Givethem your card, and tell them to call you or your Broker if they notice anything concerning. While showing homes, do not wear expensive jewelry or purses. Lock your valuable items in thetrunk. Never advertise or disclose the home is vacant. Make sure your cell phone battery is fully charged, and leave your locator turned on at all times.SAFETYTHE FO L LOW ING GUI DELI NES ARE RE C OMM END E D F OR T HE S AFE TY A NDSEC URI T Y O F O U R C LIEN TS A ND OUR AGE NTS :

Kid FriendlyPet FriendlyGolf CourseNew ConstructionVacation RentalsLake FrontCraft/Hobby/WorkshopFIND YOUR NICHEEnergy EfficientNon-Deed RestrictedGated CommunitiesWalkable FriendlyStudent HousingHistorical HousesMulti-Generational HomesADAInvestment HomesAuto – Large GaragesForeclosures and Short SalesFlipsRentalsFirst-Time HomebuyersLuxury HomesBeach FrontUnique HomesArchitectureSenior HousingWater FeaturesBasketball/Tennis CourtArtsyFishpondsSpecial roomsFarm/Ranch/Acreage Properties/LotsCommercial Sales and LeasesManufactured/Mobile HomesCondos/HighRises/Townhomes