Search Results

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

Flat Fee Processing Form If you are listing a property with a flat-fee, please complete this form. Kale Agent's First name* Kale Agent's Last name* Kale Agent's Email* How much to charge the Client* Client's credit card number* Expiration Date on Client's credit card* Address of Property* Notes Submit

Commission Deposit Transaction/Deposit Type* Rental Sale Date of Deposit* Month Month Day Year Company or Person that Issued the Check* Amount* Property Address* Your First name* Your Last name* Your Email* Notes Submit

Here is your finalized **Privacy Policy** for KaleHuddle.com, updated with today’s date and contact email: --- **Privacy Policy for KaleHuddle.com App** **Effective Date: June 7, 2025** At Kale Realty, your privacy is important to us. This Privacy Policy explains how the KaleHuddle.com app ("we", "our", or "us") collects, uses, shares, and protects your personal information. By using our app, you agree to the terms outlined in this policy. ### 1. Information We Collect We collect the following types of information to support functionality and enhance user experience: * **Personal Information**: Name, email address, phone number, license information, and team affiliation provided during registration or onboarding. * **Usage Data**: Interaction with app features, timestamps of activities, and pages visited. * **Device Information**: Device type, operating system, and IP address for performance monitoring and troubleshooting. We do **not** collect sensitive personal data (such as financial details, biometric data, or social security numbers). ### 2. How We Use Your Information Your data is used to: * Provide personalized onboarding and coaching experiences. * Track agent performance, recruiting progress, and training participation. * Send alerts, notifications, and updates relevant to your role. * Improve app functionality, usability, and security. ### 3. Sharing of Information We do **not** sell or rent your personal data. Your information is shared only: * With Kale Realty administrators and team leaders for management and coaching purposes. * With secure, trusted third-party services used to operate app features (e.g., analytics, cloud storage). * As required by law, such as to comply with legal processes or protect rights. ### 4. Data Storage and Security Your data is stored on secure servers with encryption in transit and at rest. Access is restricted to authorized personnel only. We implement industry-standard security protocols to protect your data against unauthorized access, loss, or misuse. ### 5. Your Rights You may: * Request to access or correct your personal data. * Request deletion of your account or data (subject to administrative retention requirements). * Opt out of non-essential communications. Contact us at **[info@kalerealty.com](mailto:info@kalerealty.com)** to exercise your rights or for any privacy-related concerns. ### 6. Changes to This Policy We may update this Privacy Policy from time to time. Changes will be posted within the app and on our website. Continued use of the app after changes indicates your acceptance of the updated policy. --- Let me know if you'd like to pair this with a Terms of Service page.

Mentee Evaluation Form Your Name* Your Mentee's Name* # of Transactions Completed* Transaction Address(s)- please note if you worked on the List side or Buy side* Tell us about your experience working with your Mentee. Did you understand upfront how you were going to assist your Mentee?* Yes No Comments: Did your Mentee show up to and participate in weekly meetings?* Yes No Comments: Based on your guidance, did your Mentee create a comprehensive seller toolkit, including a CMA, marketing materials, and a professional bio?* Yes No Comments: Did your Mentee implement your lead generation strategies?* Yes No Comments: Did your Mentee implement their Agent Action Plan?* Yes No Comments: Did your Mentee show growth after role-play sessions?* Yes No Comments: Did your Mentee utilize the menu of responsibilities during listing / buyer consultations when negotiating commission?* Yes No Comments: Did your Mentee effectively implement their marketing plan? (Print & Social Media)* Yes No Comments: When hosting an open house, did your Mentee use your strategies to generate leads?* Yes No Comments: Did your Mentee take the needed steps to engage with your community?* Yes No Comments: Does your Mentee understand how to use brand marketing tools you suggested?* Yes No Comments: Submit

Transaction Coach Evaluation Form Your Name* The Name of the Agent You Coached* Are you currently working on the Buy side or List side?* Buy side List Side Transaction Address* Tell us about your coaching experience. Did you understand upfront how you were going to assist the agent you coached?* Yes No Comments: Did the agent frequently reach out to you for guidance and support?* Yes No Comments: Does the agent demonstrate a clear understanding of how to pull comps for pricing?* Yes No Comments: Can the agent effectively research and analyze local market activity?* Yes No Comments: Does the agent have a comprehensive understanding of the required documentation?* Yes No Comments: Did the agent implement your advice regarding commission negotiations?* Yes No Comments: Did the agent apply your recommendations during transaction negotiations, including offers, inspection requests, and appraisal gaps?* Yes No Comments: Does the agent understand a transaction timeline & proper procedures?* Yes No Comments: Does the agent know how to maintain compliance throughout the transaction process?* Yes No Comments: Are there areas in which they will likely need further guidance during their next transaction? * Yes No Comments: Submit

Submit Your Headshot First name* Last name* File upload* Upload File Submit