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Website/CRM Request Which best describes you?* I am requesting a website & CRM to be built I am requesting a change to my existing site Your First name* Your Last name* Your Email* Your Phone #* Headshot* Upload File Biography (make as long or as short as you'd like)* Facebook Profile URL (business page or personal) Instagram Profile URL (business page or personal) LinkedIn Profile URL YouTube Profile URL TikTok Profile URL Twitter/X Profile URL Submit

Retirement Plan & Taxes Your name* Schedule a meeting with: Wendy Rosen, Financial Advisor | Prudential Advisors Phone: 847-306-3174 | Cell: 847-561-3133 wendy.rosen@prudential.com Adrian Scurtu, CPA Phone: 224-352-2645 ascurtu@manningsilverman.com Retirement Investments What are 3 ways you can invest now to save for retirement?* What is a Qualified Business Income Deduction?* What type of tax entity are you setting up?* Quarterly Taxes If a majority of your income comes from commission, you need to pay quarterly taxes to both state and federal. Have you set up your quarterly IL State taxes?* Yes No Have you set up your quarterly IRS federal taxes?* Yes No What are 5 things an agent can deduct as a business expense?* Submit

Brokerage Statement Request- Buyer This is NOT the official brokerage statement. COMPLETE 1 WEEK PRIOR TO CLOSING. You are responsible for the accuracy of the information provided. Your name* Seller's Name (s)* Buyer's Name(s)* Co-Broker (if applicable) Are you working on a team?* Yes No Complete Property Address Property Address Country/Region* Address* City* Zip / Postal code* Sales Price* Closing Date Month Month Day Year PERCENTAGE of Compensation agreed to be covered by seller in contract (%)* PERCENTAGE of Compensation paid by buyer at closing (%)* PERCENTAGE of Compensation to Kale (%)* Total Compensation AMOUNT to Kale ($)* Name of Mentor (if applicable) Name of Transaction Coach (if applicable) Name of Referral Agent, brokerage, and % (if applicable) Do you want to be paid at the closing table? Yes No Is there anything else we need to know? Submit

I Need a Transaction Coach!!! Your name* Your Email* Are you working on the Buy side or List side of this transaction?* Buy List/Sale Submit

Commitment to Buyer Representation Your name* Comparative Market Analysis 1. Choose a property in your marketplace 2. Using MRED & Kale tools, create a Cloud CMA 3. Add, subtract & organize pages 4. Submit your CMA at the checkpoint. Broker Tour Attend local broker tours in your marketplace. What did you observe that you would want to implement into your business? AND was there anything you witnessed that you would not do?* Lender Meeting Contact a Dream Team lender and ask about financing options. What is one form of unconventional financing?* What is one piece of advice the lender would give to a first time buyer?* Attorney Meeting Contact a Dream Team attorney and ask about transaction obstacles. What is a common occurrence that stops deals from closing?* Submit

TC Questionnaire I'm a... Transaction Coach Agent being Coached Your name* Complete Address (if known) I'm working on the...* Buy side List side Are you under contract?* Yes No Submit

Heat Disclosure Request Your First name* Your Last name* Your Phone #* Your Email Address* Property Address* Submit

Market Yourself Your name* Understanding your Sphere of Influence (SOI) Who is in your Sphere of Influence? List at least 20 people you already know—friends, family, neighbors, former coworkers, social media connections, etc. * What are the characteristics of the people in your SOI?* How often do you currently communicate with your SOI?* What real estate needs might your SOI have?* Building Your Personal Brand What makes you unique as a real estate agent? What skills, experience, or qualities set you apart from others?* What message do you want to convey to your SOI? Write down a few sentences that highlight why someone should choose you as their agent. Focus on trustworthiness, local knowledge, and your dedication to helping clients achieve their real estate goals.* How can you position yourself as a real estate expert? What type of content or information can you share to demonstrate your knowledge of the local market? (e.g., market updates, buyer/seller tips, local events)* How will you show your personality while still staying professional?* Creating Your Marketing Plan What is your strategy for staying top-of-mind?* How can you add value with every interaction?* Action Goals Set actionable goals for this month. For example: 1. "I will contact 5 people from my SOI to introduce myself as their go-to real estate agent." 2. "I will post 3 market update posts on my social media accounts." 3. "I will create and send my first email newsletter." What specific steps will you take this month to market yourself to your SOI?* What will success look like in the next 6 months?* Submit

Brokerage Statement Request- Seller This is NOT the official brokerage statement. COMPLETE 1 WEEK PRIOR TO CLOSING. You are responsible for the accuracy of the information provided. Your name* Seller's Name (s)* Buyer's Name(s)* Co-Lister (if applicable) Are you working on a team?* Yes No Complete Property Address Property Address Country/Region* Address* City* Zip / Postal code* Sales Price* Earnest Money Held By:* Buyer's Brokerage Title Company Attorney If you selected "Title Company" in the previous question, which Company is it? Rivers Title Other Total Earnest Money Held ($)* Buyer's Broker's Company* Closing Date Month Month Day Year Based on Sales Price, what is the total amount ($) Kale will receive?* Who is paying the $250 admin fee?* Seller Buyer If seller is not paying the full commission to Kale, how much is coming from the buyer ($)?* Total Compensation PERCENTAGE to Procuring Brokerage (%)* What PERCENTAGE of the Procuring Brokerage compensation is being paid by the SELLER (%)?* How much of the Procuring Brokerage compensation is being paid by the SELLER ($)?* Calculate the percentage and place the dollar amount here. Name of Mentor (if applicable) Name of Transaction Coach (if applicable) Name of Referral Agent, Brokerage, and % (if applicable) Do you want to be paid at the closing table? Yes No Is there anything else we need to know? Submit

Buyer Agency and Agent Commission Your name* Agency Definitions Define "Buyer Agency"* Define "Dual Agency"* Define "No Agency"* Documents What document does a buyer need to sign prior to an agent showing them a property? Are there any exceptions?* A buyer wants to make an offer on a single family home built in 1962. The buyer is asking the seller to offset their closing cost by the seller paying the buyer agent’s commission. Name the documents that need to be sent to the listing agent. Document #1* Document #2* Document #3* Document #4* Document #5* Document #6* Lender Meeting Contact a Dream Team lender and ask about financing options. What is one form of unconventional financing?* What is one piece of advice the lender would give to a 1st time buyer?* Buyer Agent's Commission Can a buyer’s agent use their buyer’s offer on a property to negotiate their own commission? Yes No The Exclusive Buyer - Broker Agreement states that the buyer agent’s commission is 1%. The seller is offering 2.5%. How much commission (%) can the buyer’s agent collect?* Submit

Mentor Self-Assessment First name* Last name* Have I ever been a mentor to someone?* Yes No What was an example of how you provided mentorship in the past?* What would you have done differently after that experience you described above?* An example of business development strategies I might suggest to my Mentees is:* An example of lead generation strategies I might suggest to my Mentees is:* Here are the different mentoring approaches I might use to adapt to unique needs and learning styles of each Mentee:* Some of the best practices to stay compliant while generating new leads include:* Ideas on how I will maintain balance in my schedule so I can have time to provide guidance to Mentees while running my own real estate business include:* Here is an example on how I will motivate my Mentees:* My 3 greatest strengths in running a real estate business are:* The real estate skill I would like most to improve on is:* Submit