Kale Realty Announces New Partnership with R. E. Transaction Services to Streamline Agent Workflow Kale Realty is excited to announce a new partnership with R. E. Transaction Services, a move designed to provide our agents with a more seamless and efficient way to manage transactions. This collaboration will offer valuable support in handling essential paperwork, submitting documentation to Dotloop, and ensuring compliance with transaction requirements. Through this partnership, Kale Agents will have access to expert assistance in accurately completing and submitting necessary forms, reducing administrative burdens, and allowing them to focus more on serving clients and closing deals. R. E. Transaction Services specializes in streamlining transaction processes, ensuring accuracy, and helping agents stay organized throughout every step of a deal. Beyond transaction management, R. E. Transaction Services can also assist agents in entering listings into the MLS and creating professional marketing materials. This added support will help agents showcase properties effectively and reach a broader audience with high-quality, engaging marketing content. Getting started is easy! Agents can reach out to the team at R. E. Transaction Services by visiting their website at   www.myrealservices.com  or calling 773.797.8100. We are confident that this partnership will enhance the efficiency of our agents and provide them with the tools they need to succeed. Take advantage of this fantastic resource and streamline your workflow today!

Your first 30 days with Kale Realty: Day 1-5: Onboarding & Setup ☐ Read the Policy and Procedure Handbook ☐ Sign up for the local association of REALTORS® ☐ Complete the online Kale Realty Orientation ("Huddle Up") ☐ Create a list of all usernames and passwords for your real estate tools ☐  Log into The Locker Room Day 6-10: Systems & Tools ☐ Contact MB@kalerealty.com  if you have an opportunity to be set up with a Transaction Coach ☐ Request your Real Geeks website/CRM ☐ Log into Dotloop and familiarize yourself with the system Day 11-20: Marketing & Branding ☐ Order business cards on   Xpressdocs ☐ Order open house signs at   Lowen Sign ☐  Download the Kale Realty and Fair Housing logos for marketing ☐ Save the Kale Realty office phone number: (312) 939-5253 Day 21-30: Building Your Business ☐ Create your database of Sphere of Influence (SOI) in a spreadsheet Export contacts from your phone ☐ Begin reaching out to your SOI to deepen your relationships and  announce your business After you complete Career Kickoff (prior to April 30 of the even year) sign up to take your 45 hour class

The 2025 Cook County Suburban Lease is now available in the CAR  Forms and Contracts Library . The lease has been updated to include: New laws and ordinances for 2025. Changes to the Illinois Landlord Tenant Act that requires the disclosure of potential flooding for rental transactions. A new paragraph for the parties to discuss and decide on any contribution to the tenant brokerage’s compensation by the landlord. This lease is NOT to be used for property located in the city of Chicago. Also updated is the Suburban Lease for properties outside Cook County. The lease has been updated to include: Changes to the Illinois Landlord Tenant Act that requires the disclosure of potential flooding for rental transactions. A new paragraph for the parties to discuss and decide on any contribution to the tenant brokerage’s compensation by the landlord. This lease is NOT to be used for any property located in Cook County. Both leases are made available through a partnership with the Mainstreet Organization of REALTORS®. The lease will be made interactive in the Dotloop templates.

When representing a buyer or a seller you’ll need to provide the seller’s attorney with a brokerage statement.  We can provide you with this.  Be sure to submit your request at least 7 days prior to the anticipated closing. Go to www.KaleHuddle.com  and on the main page click on REQUEST A BROKER STATEMENT.  Complete the appropriate form.  You will only be provided the brokerage statement if all your documents have been submitted (sans settlement statement).  The admin will receive your request, draw up the statement, and add it to the Dotloop Checklist (attach/assign) as well as email to you. Be sure to share it with the seller’s attorney and title company. Watch this video for additional assistance.

Follow these steps to successfully close a listing with Kale Realty: 1️⃣ Submit All Required Paperwork into Dotloop Checklist Log in to Dotloop  and navigate to your transaction checklist Here is a video to assist you Upload all required documents , including: Executed Listing Agreement Executed Purchase Contract All Required Disclosures  (e.g., Lead-Based Paint, Radon, etc.) MLS Printout (Final Status: Closed) Any Amendments or Addendums Review non-required  documents to determine if they are applicable and should be included in the file. 2️⃣ Complete the Request for Brokerage Statement Go to www.Kalehuddle.com and click on Request brokerage statement 3️⃣ Download the Brokerage Statement from Your Dotloop Checklist The Brokerage Statement will be uploaded to your checklist in Dotloop 4️⃣ Review & Send Brokerage Statement to Seller’s Attorney Once the Brokerage Statement  is available in your checklist: Review it carefully for accuracy. Download the statement. Email it to the seller’s attorney  for review. 5️⃣ Attend the Closing Be present at the closing to ensure a smooth transaction. Collect the settlement document  from the title company. 6️⃣ Collect & Deposit Commission Check Pick up the commission check at closing. Deposit the check at any Chase Bank branch   Here is more information on how to make the deposit or Request the title company to overnight or wire  the funds directly to Kale Realty. 7️⃣ Upload Chase Deposit Documents to Dotloop Upload the Chase deposit slip  and Chase deposit form  to the Dotloop checklist for record-keeping. 8️⃣ Upload Final Settlement Statement to Dotloop Ensure that the Final Settlement Statement (ALTA/CD)  is uploaded to the Dotloop checklist. 9️⃣ Send a Thank-You Gift to Your Client Show appreciation by sending a personalized thank-you gift  to your seller. Consider a handwritten note, a small gift, or a digital gift card to stay top of mind for future referrals. Stay in touch with your client !!!!  ✅ Congratulations!  You’ve successfully closed a listing with Kale Realty! 🚀🎉 ** If you want to be paid in 2 hours or less after closing, email mb@kalerealty.com  for more information.

Here's a list of documents agents need when  working with an unrepresented  buyer or tenant  - BEFORE SHOWING PROPERTIES  1. No Agency Disclosure (Non-Agency Disclosure) Informs the unrepresented buyer that the agent is solely representing the interests of the seller or landlord and does not have an agency relationship with the buyer. Provide the No Agency Disclosure to the unrepresented buyer, clearly stating that the agent represents the seller/landlord and will not be acting in the buyer’s best interest. Ensure the unrepresented buyer signs the disclosure, acknowledging that they understand they are not being represented by the agent. DO NOT ADVISE UNREPRESENTED BUYER/TENANT Attach the signed No Agency Disclosure to the checklist in Dotloop  2. Disclosure of Personal Interest (If Applicable) Discloses any personal or financial interest the agent may have in the property, or any close relationship the agent has with the seller or landlord, to ensure transparency with the unrepresented buyer/tenant If the agent has a personal interest in the transaction (e.g., they are related to the seller/landlord, or have a financial interest in the property), provide the Disclosure of Personal Interest to the unrepresented buyer. Clearly state the nature of the personal or financial interest (e.g., the agent is related to the seller or stands to benefit financially from the sale or lease). Ensure the unrepresented buyer signs the disclosure, acknowledging the agent’s personal interest in the transaction. Attach the signed Disclosure of Personal Interest to the checklist in Dotloop.  Final Steps: Compliance and Transaction Management Ensure that the No Agency Disclosure and, if applicable, the Disclosure of Personal Interest are fully completed and signed by the unrepresented buyer. Review the checklist in Dotloop to confirm that all necessary documents have been submitted. Offer the unrepresented buyer the opportunity to seek independent representation or legal advice if needed, to ensure they fully understand the disclosures.

Here's a list of documents agents need when  working with a tenant - BEFORE SHOWING PROPERTIES . #1. Tenant Agency Disclosure Informs the tenant of the agent’s role and agency relationship, clarifying whether the agent represents the tenant’s interests exclusively or operates under dual agency as well as compensation Provide the Tenant Agency Disclosure to the tenant, explaining the agent’s role in the transaction. Ensure the tenant signs the disclosure, acknowledging the agency relationship. Attach the signed agency disclosure to the checklist in Dotloop #2. Disclosure of Personal Interest (If Applicable) Informs the landlord if the agent has a personal or financial interest in the renting of the property, or if the agent is working with a close relative, friend, or past client in the transaction. If the agent has any personal or financial interest in the transaction, provide the Disclosure of Personal Interest to the tenant. Clearly state the nature of the relationship or interest (e.g., purchasing or leasing for themselves, family, close friends, or frequent clients). Ensure the tenant signs the disclosure, acknowledging the agent’s personal interest. Attach the signed disclosure of personal interest  to the checklist in Dotloop --- Final Steps: Tenant Engagement and Compliance Document Review: Ensure all required documents are signed and included in the Dotloop checklist Follow-Up: Confirm the tenant understands each disclosure and the agent’s role in the rental process.

Congratulations on your upcoming closing!  As soon as you have an accepted offer on your listing, share the executed contract with the seller’s attorney and buyers agent in Dotloop, go to your listing checklist and click TRANSACTION, this will open up a new checklist where you can add the executed contract as well as executed disclosures.  Be sure to include documentation about who is paying buyer agent compensation.   Approximately one (1) week prior to closing  you’ll need to provide the seller’s attorney with a brokerage statement.   You will need to fill out a brokerage statement request in Dotloop FORMS.  Fill out the request, and attach (assign) it to the checklist in Dot Loop for Admin to review.  The admin will receive your request, draw up the statement, and add it to Dotloop checklist.  You will receive a notification that the brokerage statement is ready for you to download.  You can now share the brokerage statement with the seller’s attorney and title company. Prior to the closing, make sure your seller has removed everything from the property.  When your seller has the home ready, let the buyer’s broker know so she can set up the final walkthrough.  The contract states that the property must be in “broom clean” condition.  Many nice sellers leave a six pack of beer or a bottle of wine in the refrigerator to show their gratitude. Make sure your seller is aware that he cannot remove anything that is physically attached to the property unless it is specified in the contract that the seller will be taking it.  Otherwise, you are likely to have a very angry buyer at the closing table. Many sellers should not and do not attend their closings.  They sign a power of attorney and have the attorney sign all the paperwork for them. As the listing broker, there is no need for you to show up on time.  Many brokers show up towards the end of the closing, give the buyer’s broker the keys, and pick up the check and settlement statement.  You will upload the settlement statement to the Dotloop Checklist, and bring the check to the office, or you can even deposit the check directly into Kale’s account at any Chase branch.  If you deposit the check, simply add the Commission Deposit Submission form and the deposit receipt to the Dotloop Checklist.  As long as you’ve submitted all the necessary documentation for the transaction, your commission will be processed within three business days after the funds clear.

Here's a list of documents agents need when  working with a landlord to rent a property   #1. Listing Agreement  Agent completes the Listing Agreement with all necessary details, including rental terms, commission, and duration of the listing. The agreement must be signed by the landlord and the managing broker. Attach the signed agreement to the checklist in Dotloop.  listing may not go on the MLS or be advertised until this has been completed and uploaded into a checklist in Dotloop #2. Lead-Based Paint Disclosure (If Property Built Before 1978) Provide the Lead-Based Paint Disclosure to the landlord, detailing any known hazards. The disclosure must be signed by both the landlord and any prospective tenants during the leasing process. Attach the signed lead disclosure to the checklist in Dotloop #3. Radon Disclosure Ensure the landlord acknowledges and signs the disclosure. Attach the signed radon disclosure to the checklist in Dotloop #4. Brokerage-to-Brokerage Compensation Agreement (If Offering Tenant Agent Compensation) Documents the compensation arrangement between the listing agent’s brokerage and the tenant’s agent, if the landlord is offering compensation to the tenant’s agent. Complete the Brokerage-to-Brokerage Compensation Agreement specifying the amount or percentage of compensation offered to the tenant’s agent. Ensure the agreement is signed by both brokerages. Attach the signed compensation agreement to the checklist in Dotloop #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 #6 Heat Disclosure The listing agent needs to order a heat disclosure if tenant pays the heating costs and the property is in the city of Chicago Final Steps: Listing and Compliance Complete Document Review: Ensure all necessary documents are fully completed, signed, and attached to the transaction file (e.g., Dotloop). Listing Activation: Once all documents are completed, activate the rental listing on MLS or other platforms.

Here's a list of documents agents need to attach to their Dotloop checklist to ensure they get paid and properly close their transaction file. #1. Settlement Statement from Title Company (HUD-1 or ALTA) Obtain the final, signed Settlement Statement from the title or escrow company. Review the statement to ensure all fees, credits, and commissions are correct. Attach the Settlement Statement to the checklist in Dotloop for compliance review. #2. Chase Deposit Form (If Necessary) This form is used to document the deposit of commission funds into the appropriate Chase  account. Complete the Commission Deposit Submission Form if depositing the commission check at a Chase Bank. Attach the Commission Deposit Submission Form to Dotloop. #3. Chase Deposit Receipt (If Applicable)  Purpose: Confirms that the commission funds have been deposited into the Chase account, providing proof of the deposit. After the commission has been deposited, obtain the Chase Deposit Receipt from the bank. Attach the deposit receipt to Dotloop as proof of payment and deposit. #4. All Other Required Documents (Per Dotloop Checklist) Review the Dotloop checklist to confirm all required documents are attached. These documents may include: Fully signed property disclosures Fully signed disclosure of personal interest Executed addenda changing the sales price or closing cost credit Final Steps: Review and Close the File Checklist Review: Ensure all required documents, including the Settlement Statement and any remaining checklist items, are attached to the Dotloop.checklist Final Payment Confirmation: confirm the commission disbursement with the title/escrow company or banking institution.

Here's a list of documents agents need to attach to their Dotloop checklist  one week prior to closing on a listing or transaction.  1. Fully Executed Contract Ensure the contract is fully executed with signatures from both buyer and seller. Attach the final signed contract to Dotloop. 2. Referral Forms (If Applicable) If a referral is involved in the transaction, make sure the referral form is completed and signed by the referring and receiving agents or brokerages. Attach the referral agreement to Dotloop. 3. Brokerage Statement Request Submit a request to the brokerage for the final statement to give to the title (or attorney) Attach the statement request to Dotloop. Within 2 business days a brokerage statement will be attached to your checklist Email the brokerage statement to the attorney/title company so they know how to disburse compensation 4. Commission Adjustment Form (If Applicable) Documents any changes to the originally agreed-upon commission, such as a reduction or adjustment or if commission should be applied to the sales amount Complete a commission adjustment form if there has been any agreed change to the original commission. Ensure both agent and managing broker sign the adjustment form. Attach the commission adjustment to Dotloop. 5. All Other Required Documentation (Per Dotloop Checklist) Review Dotloop's specific transaction checklist to verify any missing or incomplete documents (e.g., disclosures, inspection reports, HOA docs, etc.). Attach any remaining required documents to the Dotloop checklist to ensure the file is complete. 6. Signed Compensation Agreement Confirms the seller’s or buyer’s agreement regarding the compensation offered to the brokerage or buyer’s agent. Ensure the signed compensation agreement, whether offered by the seller to the buyer’s agent or another agreement regarding commissions, is completed. Attach the signed compensation agreement to Dotloop. After Document Completion Document Checklist Review: Conduct a final review of the Dotloop checklist to ensure all required documents are attached and accurately completed.

Agency at Kale Realty At Kale Realty, transparency and full compliance with Illinois license law are essential. This Agency Disclosure Policy  outlines the expectations and requirements for properly disclosing agency relationships with clients and customers. 📅 When and How to Disclose Illinois law requires agency disclosures at the first reasonable opportunity , before showings or any substantive conversations. ✅ Use the "Notice of No Agency Relationship"  form for unrepresented parties. If you're a Seller's Agent: Disclose orally and in writing  once a prospective buyer begins sharing personal or financial information. If you're a Buyer's Agent: Disclose to the seller before the first showing . ⚠️ Applies only when the other party is unrepresented . 🤝 Dual Agency Rules Illinois law requires: Consent to Dual Agency  must be signed by both parties   before  acting as a dual agent. Confirmation of Consent  must be initialed in the purchase contract . ❌ Dual Agency is Prohibited  at Kale Realty if you're: Representing immediate family Representing yourself Representing close friends Representing long-term clients  (2+ transactions) Representing any relative by blood or marriage  not in immediate family 💡 You can still earn both sides of commission by using No Agency status or making a referral.  ✉️ Referral fees must be disclosed in writing  to all parties. 📄 Contemporaneous Offers Kale Realty allows but discourages  contemporaneous offers. If you proceed: 🔔 Inform both buyers immediately . 🧾 Disclose what you can and cannot do  in this situation. 🔐 Confidentiality is Critical Agents must not disclose: The lowest price a seller is willing to accept The highest price a buyer is willing to pay Buyer or seller motivation Previous offers or counteroffers 🚫 Do not use terms like “ Motivated Seller ” unless the client has explicitly authorized it in writing. Internal Confidentiality Procedures: Do not  discuss confidential client info with other agents. Listing and pending sale files are restricted  to authorized staff and assigned agents. 🏠 When You’re the Buyer or Seller Agents acting as principals must: Include "IL Licensed Real Estate Agent"  after their name in all contracts. Label all non-Kale Realty signs  as "Agent Owned" . Write "Agent Owned"  in the MLS remarks section. All agent transactions (MLS or off-market) must: Be submitted via Dotloop Comply with license law, MRED rules , and company policies . Pay the transaction fee  even without a commission. 🚫 Off-market listings must not use Kale Realty branding  and must clearly state "Agent Owned"  in all marketing. 📚 Training & Resources 📝 Be sure to review: Buyer Agency Do’s and Don’ts Disclosed Dual Agency Do’s and Don’ts Questions? Reach out to your Managing Broker  anytime.