Open your Loop Navigate to the transaction (loop) that contains the documents you want to submit. Locate the “Submit for Review” Button In Dotloop 1.0 ( in other words, not the Beta version ) , this button is found in the top-right corner  of your loop view, above your folders and documents. Select Folder(s) A pop-up will appear prompting you to check one or more folders you’d like to submit. Dotloop only allows folder-level submission (not individual documents). Choose the Workflow Use the dropdown menu to make sure the correct review workflow is selected (e.g., Leasing Review, Sales Review, etc.). Add Notes (Optional) You may include a short message for the compliance team, if needed. Click “Submit for Review” Once submitted, the folder will be marked as “Submitted,” and your broker or admin will be notified. Where to Learn More You can follow Dotloop's official instructions here: Submit for Review – Dotloop Support

Steps to Sign In: Step 1: Open the  Sign in  page Open your web browser and in the address bar type in   www.dotloop.com If you are on the dotloop homepage, click  Sign  in at the top right corner.   Step 2: Enter your email address and click  Continue  Enter your email address for your account and click  Continue .  Step 3: Enter your Password. If you forgot your password, continue to step 4. If not, you are all set!   Step 4: Click “Forgot Password?” And enter your email address and click  Continue Enter your email address and click  Continue .      Step 5: Open your email inbox  An email will be sent to you from ShowingTime Plus. The email subject will show you the date and time the request was sent, and the subject:  Password reset request . Open the email and click the  Reset Password  button.     NOTE: Email providers can "stack" similar emails. If you receive an error when clicking the  Reset Password  button, delete all prior reset password emails and click the  Reset Password  button in the most recent email. Use the timestamp from your email provider to determine which email is the most recent.    Step 6: Enter new password    Type your new password twice, then click the  Reset password  button to finalize the process. You will now be prompted to log in to your account with your new password.   Note: Your dotloop password must contain at least 10 characters, upper case letters, lower case letters, and numbers.

First, determine whether the property has electric heat or gas heat. If you’re not sure, please ask the current owner, landlord or property manager. Electric Heat In order to order an electric heating disclosure, please click this link to be taken to ComEd’s heating disclosure request page . Please follow the instructions on that page. For questions, please contact ComEd directly. Gas Heat To order a gas heat disclosure, please complete this form and we’ll order one for you! It takes on average two weeks to receive the gas heat disclosure. As soon as we receive it, our team will add it to your loop in dotloop. If we can’t find the loop, we’ll email it to you, instead. Note: Heat disclosures are only required as part of Chicago's residential, landlord/tenant ordinance, so anything outside the city automatically doesn't need one.

Now available at   www.CutAboveGifts.com Looking for a memorable, high-quality closing gift that will leave a lasting impression? 🎁 Say goodbye to boring gift cards and forgettable baskets — and say hello to Cutco Knives , the gold standard of client appreciation. 🔪 Why Agents Love Cutco for Closings: Cutco products are crafted to last a lifetime , making them a perfect way to celebrate your client’s new home. These knives are not only functional and beautiful, but they’re the kind of gift that becomes part of everyday life — reminding your clients of you  every time they cook a meal. 🧰 Thoughtfully Curated Gift Sets Choose from 30+ expertly selected knife and kitchen sets  — all packaged in sleek, ready-to-gift boxes. Whether you're gifting a full set or a single utility knife or pair of Super Shears, Cutco delivers a premium unboxing experience every time. Want to take it up a notch? Add the Deluxe Gift Box  and signature foil gift wrap  to turn your thoughtful gesture into a truly elegant experience. ✍️ Personalize It for Maximum Impact Most Cutco kitchen knives, gift sets, and accessories can be personalized with your client’s name, closing date, or even your own branding . Personalization options include: Blade engraving  with custom text or monogram Brass plate customization  for knife blocks or flatware chests Pocket knife engraving  on either the handle or the blade (or both — call to order!) 📞 Want to engrave multiple items in a set? Call 1-800-633-8323 for custom bulk orders. Engraving Fee:  Just $10 per personalization location  Production Time:  Add 1–2 days for custom text and 2–4 days for monograms 🛒 How to Order: It’s simple — head to   www.CutAboveGifts.com  to browse, personalize, and order your Cutco gifts. Orders can ship directly to you or your client, and express options are available. 🎉 Bonus Tip: Use Cutco as a Raffle Prize or Pop-By! These knives also make great event giveaways , referral thank-yous , or even vendor appreciation gifts . We’ll be showcasing some Cutco products at our October 8th Summit at Carlucci in Rosemont  — come check them out in person! Final Word:  A Cutco knife isn’t just a gift. It’s a statement. It’s longevity. It’s your brand, literally in the hands of your clients — for life. 🛍️ Visit   www.CutAboveGifts.com  and start personalizing today. Because nothing says “thank you” like a gift they’ll never forget.

Upcoming workshops/agent development opportunities. Keeping Up with Kale this week... Dotloop: What It Is, How to Use It, and Best Practices Payments on Commercial Deals Last week workshop playlist: The 5-25 Challenge - The difference between prospect calls and lead source relationship calls Risa Weiss - VP of Agent Development Upcoming Events: Tuesday, July 29th, 11:30AM - 6:00PM Propel Igniting Innovation in Tech Event Register here REALTOR® and YouTube influencer Shaheedah Hill has been announced as the featured keynote speaker for Propel: Igniting Innovation in Technology! Stay Ahead of the Tech Curve Mainstreet's dynamic tech powered event is coming back this summer and we want to see you there! This cutting-edge experience will explore the latest technology trends, tools and innovations transforming the industry, giving you everything you need to stay ahead in a fast-evolving market. Featured Keynote – Shaheedah Hill Learn how to build your brand and dominate the digital space from nationally recognized YouTube influencer, Shaheedah Hill! We are thrilled to invite Shaheedah to speak with you. Click here to watch her YouTube Channel. Event Line Up: Power Panel: Top Tech Tools of Top Producers – Hear directly from high performing agents about the platforms and systems they use. Rapid Fire: ROI by the Numbers – Discover how to track success using MLS data, google analytics and social media. AI in Action: Tools You Can Use Today – Explore real-life AI applications like automated follow up, content creation and virtual assistants. In addition to the amazing event line up featuring industry giants, you will also enjoy: Live beats from Momentum Nation’s DJ Danny AI Powered Photobooth to capture the moment Chill in the lounge area Vendor Showcase featuring top tech solutions Networking lunch included Happy Hour with full bar and passed hors d’oeuvres Raffles & Giveaways. Tuesday, July 29th @10AM CST Special event - learn from a top 1% producer Live at A & N mortgage. Tuesday, July 29th @1PM CST Social Influence for real estate agents TLRZoom.com Section 4 Mastermind: Turn your Audience into a community. From social posts to social proof- build trust, get seen and grow your business online. Wednesday, July 30th @9AM CST YPN Breakfast: How to Brand & Market Yourself Register here Start your day with business advice, compelling discussions and new connections at our monthly meet-ups Enjoy a complimentary breakfast while you catch up with your YPN friends and grow your business. At this month’s breakfast, get advice about crafting a captivating personal brand that will have clients lining up at your door. Gain actionable tips on identifying your target audience, leveraging your unique interests and scaling your business with strategic outsourcing. This interactive session will have you feeling more confident in your marketing strategy based on your business goals. Wednesday, July 30th @9AM CST Coffee Talk with DJ and Risa - LIVE Using the season as a reason to stay in touch Show people that you are the source of everything real estate through direct mail. Thursday, July 31st @2PM CST The 5-25 Challenge – Turning Conversations into Closings Zoom Meeting Only for agents in the Productivity Coaching program The 5 to 25 Challenge is a fast-paced, high-energy, 1-hour workshop designed to help real estate agents build the habits and confidence to consistently make purposeful phone calls and meaningful connections. Whether you're brand new to prospecting or need a fresh approach to stay consistent, this challenge will teach you how to go from 5 intentional calls a day to 25+ weekly conversations that build your pipeline and lead to appointments, referrals, and closed deals. Preferred Attorneys and more!!!  Join our Facebook Group to collaborate and stay informed about industry news.

Tuesday, July 29th, 11:30AM - 6:00PM Propel Igniting Innovation in Tech Event Register here REALTOR® and YouTube influencer Shaheedah Hill has been announced as the featured keynote speaker for Propel: Igniting Innovation in Technology! Stay Ahead of the Tech Curve Mainstreet's dynamic tech powered event is coming back this summer and we want to see you there! This cutting-edge experience will explore the latest technology trends, tools and innovations transforming the industry, giving you everything you need to stay ahead in a fast-evolving market. Featured Keynote – Shaheedah Hill Learn how to build your brand and dominate the digital space from nationally recognized YouTube influencer, Shaheedah Hill! We are thrilled to invite Shaheedah to speak with you. Click here to watch her YouTube Channel. Event Line Up: Power Panel: Top Tech Tools of Top Producers – Hear directly from high performing agents about the platforms and systems they use. Rapid Fire: ROI by the Numbers – Discover how to track success using MLS data, google analytics and social media. AI in Action: Tools You Can Use Today – Explore real-life AI applications like automated follow up, content creation and virtual assistants. In addition to the amazing event line up featuring industry giants, you will also enjoy: Live beats from Momentum Nation’s DJ Danny AI Powered Photobooth to capture the moment Chill in the lounge area Vendor Showcase featuring top tech solutions Networking lunch included Happy Hour with full bar and passed hors d’oeuvres Raffles & Giveaways. Tuesday, July 29th @10AM CST Special event - learn from a top 1% producer Live at A & N mortgage. Tuesday, July 29th @1PM CST Social Influence for real estate agents TLRZoom.com Section 4 Mastermind: Turn your Audience into a community. From social posts to social proof- build trust, get seen and grow your business online. Wednesday, July 30th @9AM CST YPN Breakfast: How to Brand & Market Yourself Register here Start your day with business advice, compelling discussions and new connections at our monthly meet-ups Enjoy a complimentary breakfast while you catch up with your YPN friends and grow your business. At this month’s breakfast, get advice about crafting a captivating personal brand that will have clients lining up at your door. Gain actionable tips on identifying your target audience, leveraging your unique interests and scaling your business with strategic outsourcing. This interactive session will have you feeling more confident in your marketing strategy based on your business goals. Wednesday, July 30th @9AM CST Coffee Talk with DJ and Risa - LIVE Using the season as a reason to stay in touch Show people that you are the source of everything real estate through direct mail. Thursday, July 31st @2PM CST The 5-25 Challenge – Turning Conversations into Closings Zoom Meeting Only for agents in the Productivity Coaching program The 5 to 25 Challenge is a fast-paced, high-energy, 1-hour workshop designed to help real estate agents build the habits and confidence to consistently make purposeful phone calls and meaningful connections. Whether you're brand new to prospecting or need a fresh approach to stay consistent, this challenge will teach you how to go from 5 intentional calls a day to 25+ weekly conversations that build your pipeline and lead to appointments, referrals, and closed deals. SELF PACED Courses: Mastering Real Estate Lead Generation Register here Create your personalized lead generation system. Are you ready to elevate your real estate career by mastering the art of lead generation? In this comprehensive course, you will dive deep into the strategies, techniques, and tools essential for consistently generating high-quality leads in the dynamic real estate market. Harnessing the Power of CRM for Optimal Client Management | Self-Paced Register here Don’t let daily CRM upkeep overwhelm you. Don't miss this opportunity to elevate your real estate career with the power of Customer Relationship Management (CRM) systems. Discover the essential role CRM plays in optimizing client management, streamlining workflows, and ensuring unparalleled efficiency in your real estate endeavors. From cultivating lasting client relationships to maximizing lead conversion rates, this course empowers you with the knowledge and skills to leverage CRM tools effectively. Effective Strategies in buyer representation Register here Confidently host impactful buyer consultations This course covers crucial elements of buyer representation, including the art of conducting impactful buyer consultations and delivering support throughout the transaction. Learners will gain knowledge and practical skills, excelling in comprehending client needs, navigating legal complexities, and ensuring successful property transactions. Successful completion of this course will equip real estate professionals to confidently host impactful buyer consultations and offer invaluable support, solidifying their reputation as trusted advocates in the realm of buyer representation. Mastering the Fundamentals of Real Estate Negotiations Register here Gain a comprehensive foundation in negotiation strategies. This course equips new agents with a comprehensive foundation in real estate negotiation strategies. Students will not only learn essential negotiation tactics but also gain practical skills to handle common challenges and create win-win outcomes for all parties involved. MASTERING Seller Representation In Real Estate Register here Navigate the listing process like a pro. This course is designed to equip real estate professionals with the essential skills and knowledge to effectively represent sellers. Through practical insights and real-world examples, it empowers agents to build strong client relationships and achieve successful outcomes in today’s competitive market. The course also emphasizes the legal and ethical responsibilities of seller representation, ensuring participants can confidently navigate the complexities of real estate transactions. Unlocking the power of digital marketing in real estate Register here Turn digital tools into real estate triumphs. This dynamic course is designed to equip real estate professionals with the tools and strategies needed to thrive in the digital era. Participants will delve into key aspects of digital marketing, including SEO, social media advertising, email campaigns, and content creation, tailored specifically for the real estate industry. Learners will gain practical skills to optimize property listings, enhance online visibility, and generate leads effectively. By unlocking the potential of digital marketing, participants will be empowered to elevate their real estate business and achieve unparalleled success in today's competitive market. Utilizing Statistical Data to Enhance Client and customer engagement Register here Grow your confidence in data analysis. The purpose of this course is to teach you how to easily acquire and make sense of readily available statistical real estate information. This knowledge will help you become a reliable and valued source of information for your clients. The information in this course, when regularly applied, will help grow your confidence in data analysis and strengthen your business approach. In addition, it will guide you in your marketing and prospecting efforts, saving you money, while making you money. The Locker Room recommended course of the week! If you need access to The Locker Room, contact Rea@kalerealty.com

By Risa Weiss-Kallis, VP of Agent Development – Kale Realty You hosted the open house, collected sign-ins, answered questions, and maybe even handed out cookies. But here’s the real question: What happens next? The truth is, the most important part of an open house happens after  the last guest walks out the door. A consistent, intentional follow-up system turns casual visitors into loyal clients—and that’s how you build a business. Here’s your step-by-step system  to master post-open house follow-up and use smart tools to stay connected, top of mind, and referral-ready. 📆 Step 1: Organize Your Leads Within 24 Hours Before anything else, sort and qualify  your leads: Create a list or tracker (like the   Open House Lead Conversion Tracker ) with the following: Name, phone, email Buyer, seller, or neighbor Working with an agent? (Y/N) Notes from your conversation (use FORD: Family, Occupation, Recreation, Dreams) Level of interest (Hot / Warm / Cold) ✅ Upload these to your CRM ASAP and tag them accordingly. ✉️ Step 2: Day-After Follow-Up Send a friendly and personalized message by email or text: Template: Hi [Name], it was great meeting you at the open house at [123 Main St.] yesterday! I hope you found it helpful as you explore your options. Let me know if you'd like a list of similar homes—or if you ever want to chat about the market. I’m happy to help! BONUS: Include a link to your branded IDX website  for browsing listings Mention any upcoming listings  they might be interested in ☎️ Step 3: Make a Quick Follow-Up Call Call within 48–72 hours  while the memory is fresh. What to say: “Hi [Name], this is [Your Name] from Kale Realty—we met at the open house for [123 Main St.]. Just wanted to follow up and see what you thought of the property, and if I can be a resource as you move forward with your home search.” If they’re not interested in that property, offer help with: Setting up a custom home search Connecting with a lender Getting pre-approved Scheduling private tours 🗓️ Step 4: Drip Campaign + Ongoing Engagement Add each lead to an email drip campaign  based on who they are: For Buyers: Branded listings and saved searches “How to Buy” tips or guides Info on mortgage rates, first-time buyer tips, etc. For Potential Sellers: “What’s My Home Worth?” landing page Market updates Home prep checklists Seller success stories ✅ Set a reminder to check in every 2 weeks via text, email, or a call. 🧠 Step 5: Use FORD-Based Personal Follow-Ups Refer back to personal details they shared: “Hope your son’s baseball tournament went well!” “Did you get that new puppy you mentioned?” “Sending over a few homes with space for that home office you’re dreaming about.” This builds trust, deepens the relationship, and sets you apart from every other agent who just sent a generic email. 📲 Step 6: Retarget and Reconnect with Social Media Friend/follow leads on social media  after meeting them Use Stories, Reels, and Posts to show your personality and value Run a retargeting ad to open house visitors using your CRM or landing page traffic Share “Just Sold” or market update content that reinforces your expertise 🛠️ Tools to Power Your Follow-Up System Here are tools every Kale Realty agent should consider using: Tool Purpose CRM (Follow Up Boss, Wise Agent, etc.) Organize and track leads Canva Design flyers, guides, email headers Curb Hero Digital open house sign-in tool ATNAgentOne Net sheet calculators and market stats Google Forms or Typeform Simple follow-up forms or surveys DotLoop Manage docs if they’re ready to write offers Social Media Build connection and stay visible 🚀 Bonus: Create a "Client for Life" Onboarding Flow If a lead becomes a client, transition them into your Client for Life System : Add them to your home anniversary & birthday calendar Start a homeowner email series Invite them to client appreciation events Send pop-by gifts or personal notes every quarter 🎯 Final Thought: The Fortune Is in the Follow-Up Hosting an open house is like planting seeds. But if you don’t follow up with water, sunlight, and intention— nothing will grow . A smart post-open house system is your secret weapon for:  ✅ Filling your pipeline  ✅ Winning repeat business  ✅ Becoming the go-to real estate expert in your market Need help setting up your follow-up system or email drips? 📩 Reach out to risa@kalerealty.com  — I’m here to help you convert more leads and grow your business by design, not by default.

By Risa Weiss-Kallis, VP of Agent Development – Kale Realty One of the biggest complaints consumers have about real estate agents is a lack of communication . At Kale Realty, we strive to be different— clear, proactive communication is our standard , not an afterthought. Whether your client is buying or selling, your role as their trusted advisor includes keeping them updated, setting expectations, and guiding them through every step . Here's how to build a simple but powerful communication plan that makes your clients feel supported, informed, and in control. 🛍️ For Buyers: Your Buyer Communication Plan 🎯 Goal: Help buyers feel educated, empowered, and confident in their decisions. ✅ Before the Search Begins: Kickoff Consultation : Walk them through the buying process and timeline. Share a Buyer’s Guide : Branded PDF with key steps and FAQs. Send Pre-Approval Referrals : Make lender introductions if they’re not yet pre-approved. Set Expectations : Let them know how and when you’ll communicate (email, text, weekly calls, etc.). Tip: Use Kale Huddle resources or create a simple email with a home buying checklist. 🔍 During the Search: Set Up a Custom MLS Search : Make sure they’re seeing properties in real time. Weekly Check-Ins : Even if no showings are scheduled, update them on market activity. Send New Listings Immediately : Be fast. Buyers love responsiveness. Recap Showings : Text or call after each showing to debrief and keep momentum. 📝 Once Under Contract: Send a “Next Steps” Timeline : Email outlining the contract-to-close process. Weekly Progress Updates : Include inspection status, appraisal, mortgage steps, etc. Be Proactive : If a delay or hiccup happens, tell them before they ask. Use tools like Dotloop to track progress and loop in all parties. 📦 After Closing: Deliver a Closing Gift  🎁 Send a “Welcome Home” Email  with home maintenance tips Check In After 30 Days : Ask how things are going—and request a review! Add to Your Client for Life Program  (anniversary cards, invites to client events, pop-bys) 🏡 For Sellers: Your Seller Communication Plan 🎯 Goal: Keep sellers confident in your strategy and aware of every marketing and offer-related update. ✅ Pre-Listing: Seller Strategy Session : Discuss pricing, marketing, and what to expect. Send a Listing Prep Checklist : Help them get the home ready. Share a Branded CMA Report : Review comps and price recommendations. Provide a Marketing Plan : Email or present a detailed plan: staging, photos, social media, open houses, etc. 📣 While Listed: Weekly Seller Update : This is non-negotiable. Include: Showing activity Feedback from buyers Website/MLS traffic Upcoming marketing actions Local market stats and competitor updates New Offers? Tell Them ASAP : Be clear, calm, and strategic. Check-In Call/Text Every 3–4 Days : Even if there’s no news, let them know that. Pro Tip: Use a consistent subject line like “Weekly Update for 123 Main Street” to keep your emails organized. 📝 Once Under Contract: Send a “Next Steps” Email : Include important dates and what to expect next. Coordinate with Attorney/Lender/Appraiser : Keep everyone on the same page. Weekly Transaction Check-In : Confirm everything is moving smoothly. Explain Each Milestone : Don’t assume they know what’s next. 🎉 After Closing: Thank You Card or Gift Home Sale Summary Email  with final stats and link to leave a review Add to Your Client for Life Plan  (quarterly check-ins, market updates, etc.) 📌 Communication Tools to Help You Stay on Track Tool Use Dotloop Transaction updates & document sharing Your CRM (Follow Up Boss, Wise Agent, etc.) Automated reminders, drip campaigns Canva Create branded checklists and guides ATNAgentOne Send net sheets and seller updates Google Calendar Set client follow-up reminders Social Media Keep clients engaged and aware of market trends 💬 Final Thoughts: Be the Agent Who Over-Communicates When you stay in touch, provide updates before they ask, and explain the "why" behind each step, you reduce stress, build trust, and create a client for life. Clients may not always remember every detail of their transaction—but they will always remember how you made them feel . Clear, consistent communication = loyalty, referrals, and repeat business . 💡 Want templates for your Buyer and Seller Communication Plans? 📩 Email me at risa@kalerealty.com  and I’ll send you plug-and-play versions ready to brand and use!

Everything You Need to Know About Creating and Running a Successful Real Estate Team 1. Can I create a team at Kale Realty? Absolutely! At Kale Realty, we empower our agents to grow their businesses their way. Forming a team is a great way to scale your business, delegate tasks, and provide a higher level of service to your clients. 2. How does commission work for team leaders and members? Kale Realty offers all agents 100% commission .As a team leader, you determine the commission structure for your team members based on what works best for your business model. You have complete flexibility to: Set commission splits for your team members. Offer incentives or bonuses. Decide on referral fees, overrides, or other arrangements. For guidance on structuring your team, refer to the   Policy and Procedures Manual . 3. What training and resources does Kale Realty offer for team leaders? We provide extensive training and resources to help you become an effective team leader: The Locker Room : Access a library of workshops, training videos, and coaching resources designed for team leaders. Broker TRACK Program : A multi-week workshop series designed for agents building teams while remaining in production. Offers tools and strategies for increasing leverage, managing long-term financial stability, and building systems for success. Provides opportunities to connect with other team leaders and share best practices. 4. How can Kale Realty’s in-house recruiters help me build my team? Our two in-house recruiters  are here to support your team-building efforts by: Connecting you with qualified agents interested in joining a team. Offering recruitment strategies to attract top talent. Assisting with onboarding new team members. 5. Can I offer new agents a "trial run" before fully integrating them into my team? Yes! Kale Realty provides programs to give prospective team members a “trial run” to ensure they’re a good fit: Transaction Coordinator Program : Allow agents to experience your team's workflow and systems while assisting with transaction management. Mentoring Program : Offer mentorship to newer agents, giving them valuable experience while you assess their potential fit for your team. 6. Does Kale Realty provide leads for my team? Yes! We offer lead generation opportunities through the Real Geeks Program . As a team leader, you can allocate these leads to your team members or use them to boost your team’s business. 7. How do I structure my team to ensure long-term success? Here are some best practices to consider: Develop Clear Roles : Define each team member’s role and responsibilities. Create Systems : Use tools like Dotloop and Real Geeks to streamline transactions, marketing, and client follow-up. Leverage Support : Utilize Kale Realty’s transaction coordination and mentoring services to offload administrative tasks. Focus on Financial Stability : Participate in the Broker TRACK Program  to learn strategies for managing team finances and growth. 8. How can I market my team within Kale Realty? Share your success stories and team milestones in Kale Realty’s Facebook groups  and internal communications. Create a team page on your personal real estate website. Use Kale’s preferred vendors and marketing resources to promote your team’s listings and achievements. 9. How do I get started building my team? Define Your Vision : Outline your goals, structure, and financial plan for the team. Contact Our Recruiters : Reach out to our in-house recruiters for help identifying potential team members. Enroll in Broker TRACK : Gain access to resources, workshops, and a network of other team leaders. Leverage Kale Resources : Utilize The Locker Room, Real Geeks leads, and transaction support to grow your team effectively. 10. Who can I contact for more information? For additional guidance on building and managing a team, please reach out to:📧 DJ@kalerealty.com 📞 (312) 939-5253 We’re excited to support you as you build and lead a successful team at Kale Realty! 🌟

At Kale Realty, we believe your journey in real estate should start with confidence, clarity, and community. That’s why we offer a powerful three-part Orientation series to set you up for long-term success. Whether you're just joining the Kale family or need a refresher on our tools and resources, these sessions are the perfect launchpad for your business. 📅 Upcoming Kale Orientation Dates Tuesdays: 🕚 11:00 AM – 12:30 PM May 13, 2025 June 10, 2025   Thursdays: 🕕 6:00 PM – 7:30 PM April 24, 2025 June 26, 2025   Saturday: 🕚 11:00 AM – 12:30 PM May 24, 2025   👉 Register here:   https://www.kalehuddle.com/event 🏁 Workshop 1: Getting Started at Kale Time:  First 30 minutes of each session Your introduction to all things Kale. You’ll learn: Meet the Team  – Office hours, door code (1937), and who’s who Policies & Procedures  – From fees to pay schedules Education  – Post-licensing, CE, and associations (NAR, IR, CAR, NSBAR, MRED) Vendors  – Title, attorneys, home warranties, and more Culture & Perks  – Join committees to waive fees and earn referral bonuses This workshop lays the foundation for a smooth start at Kale. Welcome aboard! 🧰 Workshop 2: Doing Business at Kale Time:  Second 30 minutes of each session Ready to work like a pro? We’ll cover: Coaching & Support  – Meet your Transaction Coach, explore KaleHuddle Dotloop Training  – How to manage deals and stay compliant Marketing Guidelines  – Fair Housing logos, branding tools Brand Building  – Websites, CRMs, headshots, and Xpressdocs Business Essentials  – Set up your email, corporate docs, and LLC This is your practical toolkit for working efficiently and professionally at Kale. 🚀 Workshop 3: The Path to Success at Kale Time:  Final 30 minutes of each session Let’s talk growth. This final session dives into: Training Programs  – The Locker Room, TRACK, Breakthrough Paths Mentorship  – Work with a coach or mentor to fast-track your career Lead Generation  – Boost your listing/buyer presentations Huddle Up Updates  – Learn how to use KaleHuddle’s latest features Walk away with a clear strategy for long-term success at Kale. Ready to grow your real estate business?   Join an upcoming orientation and get connected with everything Kale Realty has to offer. We can’t wait to see you there!

Here's a list of documents agents need when working with a buyer to write an offer 1. Contract 7.0 Agent and buyer review the key terms, including purchase price, contingencies, financing, and deadlines. Buyer signs the contract, which is then submitted to the seller for review and counter-signature. There cannot be blanks above line 370 (use NA where necessary) Page 13 must be COMPLETELY filled out Include in the attachment section Contract 7.0 Addendum (if applicable)  2. Contract 7.0 Addendum Agent and buyer review the addendum to request seller to offset buyers responsibility to pay buyer agent compensation Buyer signs the addendum, which is attached to the main contract and submitted with the offer. 3. Real Property Disclosure Agent obtains the seller’s real property disclosure and reviews it with the buyer to ensure the buyer is aware of any known property issues. Buyer signs the disclosure to acknowledge receipt and understanding. 4. Lead and Radon Disclosures (If Applicable) Agent obtains lead-based paint and/or radon disclosures from the seller (if applicable). Buyer signs the lead and/or radon disclosure to confirm understanding of potential hazards. 5. Disclosure of Personal Interest    Purpose: Ensures transparency if the agent has a personal interest in the transaction (e.g., purchasing for themselves, family, close friends, or repeat clients). Agent completes the personal interest disclosure, stating the relationship with the buyer. Buyer signs the document to acknowledge the agent’s personal involvement or interest After Document Completion Submission: Once all documents are signed and complete, the agent submits the offer (with the Contract 7.0 and any addendums) to the seller’s agent Follow-Up: After submission, the agent follows up with the listing agent for acceptance, counteroffers, or rejection. Document Storage: All signed documents should be stored securely in the Dotloop checklists Buyer agent emails contract, addendum and disclosures to sellers agent, mortgage broker and attorneys

Here's a list of documents agents need when  working with a seller to acquire a listing : 1.  Listing Agreement Seller and agent review and seller sign. Agent submits to the managing broker for approval and signature/initials. Listing may not go on the MLS or be advertised until this has been completed and uploaded into a checklist in Dotloop 2. Affiliated Business Disclosure Agent explains affiliations with Rivers title companies Seller signs to acknowledge understanding. 3. Anti-Fraud Disclosure Agent reviews fraud prevention practices with the seller.  Seller signs to confirm acknowledgment of anti-fraud obligations. 4. $100 Commission Rider Seller signs to confirm understanding and agreement. Agent includes this rider as part of the listing contract. 5. Real Property Disclosures Seller completes and signs the appropriate disclosure forms regarding the property's condition (e.g., structural issues, known defects). Agent reviews and files with the listing documents (and uploads this onto the MLS) 6. Lead or Radon Disclosures (As Needed) If applicable, seller completes and signs required lead and/or radon disclosure forms. Agent ensures inclusion of these disclosures in the property listing materials.(and uploads this onto the MLS) 7. Brokerage-to-Brokerage Compensation Agreement   Seller signs to authorize the agent to extend compensation offers to buyer agents. Agent files as part of the listing documentation.and should share this with buyer’s agents 8.   Disclosure of Personal Interest  Purpose: Ensures transparency if the agent has a personal interest in the transaction (e.g., purchasing for themselves, family, close friends, or repeat clients). Agent completes the personal interest disclosure, stating the relationship with the seller. Buyer signs the document to acknowledge the agent’s personal involvement or interest After Document Completion Document Storage: Ensure all signed documents are attached to Dotloop Checklist PRIOR TO PUTTING LISTING ON THE MARKET Review Period: Double-check all documents for completeness and compliance before activating the listing on MLS