Open House Success Your First Open House Your name* Steps: To get an opportunity to host an open house search for Kale Realty listings on the MLS Reach out to Kale agents for open house opportunities or schedule your own Market your open house. Marketing ⟶ Drive traffic to the open house What are 3 ways you can market the open house to get potential buyers and sellers to the open house?* The Agent's Preparation for an Open House What are 3 things an agent should bring to an open house?* Lead Capture How did you capture leads from the open house?* Open House Observations What went really well at your Open House?* What would you change/do differently at your next open house?* 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* Upload or Attach Deposit Receipt Upload File Notes 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. Commission Invoice Commission Receipt / Transaction Breakdown Form Please complete the information below so Kale Realty can prepare the green sheet, confirm commission distribution, and process the closing file. Important: Only fields with confirmed information will be completed. Any field not provided or marked N/A will remain blank on the green sheet returned to the broker. Transaction Information Closing Date* Month Month Day Year Kale Broker Name* Transaction Type:* Sale Other Complete Property Address Address* City* Zip / Postal Code* Seller / Landlord Name (s)* Buyer / Tenant Name (s)* Are you working with other Kale brokers?* Yes No Sales Price / Lease Amount ($):* Kale Commission paid by Seller ($ or %):* Kale Commission paid by Buyer ($ or %):* Back End or Minus Fees Will the listing broker be collecting any backend or minus fees (fees taken out of buyer's broker's commission)* Yes No Who is paying? Buyer's Broker Buyer N/A Transaction and Coaching Fees Does a Transaction Coaching fee apply?* Yes No Does a Productivity / Launch Coaching fee apply?* Yes No Commission Advance Do you currently have an advance on commission?* Yes No Commission Disbursement at Closing Kale Realty Commission ($ 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: Submit

MEET THE TEAM Nick Patterson Owner nick@kalerealty.com 773-610-3041 Risa J. Weiss VP of Agent Development risa@kalerealty.com 312-265-6567 JR Ramos Broker Support jr@kalerealty.com 312-224-0635 Rick Williams Designated Managing Broker rick@kalerealty.com 312-585-6638 Rob Kapp Director of Operations rob@kalerealty.com 312-224-0617 Rea Endaya Business Development rea@kalerealty.com 312-752-4827 DJ Paris President of Sales & Marketing dj@kalerealty.com 312-238-9796 Kaley Kale Realty’s 24/7 Support Teammate SOCIAL JOIN

Credit Card Update Form Use this secure form to update your payment method and avoid service interruptions. 🔒 Payments are processed securely. We do not store full card or bank details. Agent Full Name Billing Email Payment Method Credit or Debit Card Bank Withdrawal - Save 3% per transaction! 💰Save money with Bank Withdrawal (ACH) Save 3% per transaction by paying via bank withdrawal instead of credit card. Most agents choose ACH to avoid card processing fees. Update Billing Information

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