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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

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

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