Business Development and Lead Generation Your Sphere Your name* Name 3 ways to grow your Sphere Of Influence (SOI).* What 4-letter acronym do we use to describe the type of questions you should ask your sphere?* What does each letter in the above acronym stand for and why are these questions important?* Don't be a Secret Agent! 1. Set up your social media (FB, Insta, TikTok, LinkedIn, etc.) business pages. 2. Set up your email signature 3. Set up your voicemail FAQs How is the Market?* What is the average price of a single family home in my neighborhood?* How long have you been in real estate?* I know 10 other agents. What sets you apart?* What is your WHY? Write your "Why".* Marketing Yourself How will you market yourself to your neighborhood / farm?* Submit

Transaction Coach Evaluation Form Your Name* Your Transaction Coach's Name* Are you currently working on the Buy side or List side?* Buy side List Side Transaction Address* Tell us about working with your Transaction Coach (TC). Did you understand upfront how your TC was going to assist you?* Yes No Comments: Did your TC reach out to you often to offer assistance?* Yes No Comments: Did your TC answer questions in a timely manner?* Yes No Comments: Did your TC assist with researching local market activity?* Yes No Comments: Did your TC advise you on appropriate comps & pricing strategy?* Yes No Comments: Did your TC explain all of the required documentation to you?* Yes No Comments: Did your TC guide you on commission negotiations?* Yes No Comments: Did your TC guide you on transaction negotiations (offers, inspection request, appraisal gaps)?* Yes No Comments: Did your TC answer questions about timeline & procedures?* Yes No Comments: Did your TC discuss compliance at every step of the transaction? * 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

Intake/Onboarding Form Your name* Is this your first brokerage?* Yes No How many transactions have you completed in the past 12 months?* How many transactions would you like to complete in the next 12 months?* How would you classify yourself?* Full-time/Single-Career Dual-Career Neither/Other Where do you serve or would like to serve real estate clients?* Where are you mostly based?* the City the Suburbs 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

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

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. Brokerage Statement Please complete the information below so Kale Realty can prepare the green sheet and confirm how the total commission will be distributed. TRANSACTION INFORMATION Closing Date* Month Month Day Year Kale Broker Name* Transaction Type:* Sale Other Complete Property Address Address* City* Zip / Postal Code* Seller Name (s)* Buyer / Tenant Name (s)* Are you working with other Kale brokers?* Yes No Sales Price / Lease Amount ($): Total Commission (Both Sides) $ or %: $ or % to Kale Realty: $ or % to Co-Op / Buyer's brokerage: Title Company:* Buyer's Broker's Company: Earnest Money Total Earnest Money Held ($): Who is holding the earnest money:* Amounts Owed to Kale Will Kale be collecting any backend or minus fees (fee taken out of buyer's broker commission)?* Yes No Does this transaction include a $250 admin fees?* Yes No Who is paying the admin fee? Seller Seller (paid at listing) Buyer's Broker Listing Broker Nobody Transaction and Coaching Fees Does a $400 Transaction fee apply?* Yes No Does a Transaction Coaching fee apply?* Yes No Does a Productivity or Launch Coaching fee apply?* Yes No Commission Advance Do you currently have an advance on commission for this transaction?* Yes No Commission Disbursement at Closing Gross Commission Both Side $ or %: Amount to Kale Realty $ or %: Referral Source (if applicable): Referral Fee (amount) $ or %: Final Notes Do you want to be paid at the closing table? (Some title companies are set up to cut a check directly to the agent at closing. If you plan on attending, you may be able to get paid right at the closing table. Just let us know how to instruct the title company to make out the check.) Do you want to be paid at the closing table? Yes No Additional notes or special instructions: Brokerage Information Prepared by (Kale Realty) Date Prepared: Submission Instructions Please upload the settlement statement to Dotloop. 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

Direct Deposit Update Is this a new request or an update to a previous request?* First Time Direct Deposit Setup Update my Bank account information Is this your personal bank account or a business bank account?* Personal Business Your First name* Your Last name* Bank Account #* Routing #* Articles of Incorporation (if business) Upload File If this is a business checking/savings account, we need a copy of your articles of incorporation. Please upload them here. If you are unable to, please email them to rob@kalerealty.com . Notification of EIN Upload File 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