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

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

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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

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DREAM TEAM LIST Filter by Category Westlund Inspection Team Inspector * Contact Name: Westlund Inspection Team Phone: (312) 600-8681 Email: office@westlundinspection.com Button 847 Cleaning Solutions Cleaning Services * Contact Name: 847 Cleaning Solutions Phone: (773) 616-0572 Email: luis@847cleaningsolutions.com Button Marco A Rodriguez, J.D. Commercial Lender * Contact Name: Marco A Rodriguez, J.D. Phone: 847 322 4943 Email: cremarco1@gmail.com Button Armadillo Home Warranty Home Warranty * Contact Name: Armadillo Home Warranty Phone: (512) 653 4148 Email: larry@armadillo.one Button * denotes Strategic Partner 13 Page 1

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 Executive Admin Assistant jr@kalerealty.com 312-224-0635 Rick Williams Designated Managing Broker rick@kalerealty.com 312-585-6638 Rob Kapp Manager of Operations rob@kalerealty.com 312-224-0617 Rea Endaya Chief Congratulation Officer 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

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

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

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