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Upcoming workshops/agent development opportunities. Keeping Up with Kale this week... Prestige Listing Photography is our new PREFERRED professional photographer. Give the Closing Gift That Lasts Forever: Personalized Cutco Closing Gifts for Your Clients The End of VHT Steps to Sign In to DotLoop How to Submit for Review in Dotloop The Locker Room Coaching Program How do I reach out to Support at Kale Realty? Upcoming Events: Tuesday, August 5th @1PM CST Wake Up Your Why - August Breakthrough Series TLRZoom.com Section 1 Mastermind: Why "Success lives outside of your comfort zone" is B.S. Wednesday, August 6th @9AM CST Staying Safe, Staying Smart: Practices for Every Real Estate Professional Register here Whether you’re showing a home, hosting an open house or meeting a new client for the first time, your safety should never be left to chance. From new agents to seasoned pros, everyone will leave with practical tools and renewed confidence to navigate the field with caution and clarity. Your safety isn’t just important—it’s non-negotiable. Please note this event will be hosted as a webinar. Attendees will be able to view our participants during the event but will not have the ability to share their video or audio during the event. Wednesday, August 6th @9AM CST Coffee Talk with DJ and Risa - LIVE Class Is in Session: Mastering Your Morning Routine → Build habits that jumpstart your productivity. Wednesday, August 6th @9:30AM CST Design Basics With Canva: Real Estate Edition Register here Want to create polished, professional marketing materials without needing a graphic designer? Join us for a hands-on Canva class designed specifically for real estate professionals. In this beginner friendly session, you’ll learn how to use Canva to create eye-catching social media graphics, listing flyer's, email headers and more. Wednesday, August 6th @10AM CST Navigating AI In Real Estate: Boosting Efficiency and Managing Risk Register here We know AI is transforming real estate, but are you using it the right way? This session cuts through the noise to help brokers and agents harness AI tools with clarity, intention, and care. We'll explore how to boost efficiency, streamline everyday tasks, and protect your business by staying compliant with emerging best practices. Thursday, August 7th @2PM CST Checklist Secrets: Systems That Actually Work for Agents KaleHuddle.com/zoom Productivity coaching Mini session Elements of an effective system Thursday, August 7th @4PM CST Real Estate Power Hour in Chicago Register here AT A and N Mortgage – 1945 N Elston PANEL TOPIC: INSTAGRAM TO INCOME: MASTERING SOCIAL MEDIA IN REAL ESTATE Join us for a free, high-impact Power Hour hosted by A and N Mortgage, created to empower Chicago’s real estate professionals looking to elevate their brand and business through social media. In this engaging panel discussion, you will learn actionable strategies to turn Instagram engagement into real income, from building a loyal audience to converting content into closings. Whether you’re a seasoned agent or just starting out, this session is packed with insights to help you stand out in a competitive market. We will have food trucks, an open bar, and fresh content! We're excited to introduce our new videographer with a pop-up content station—perfect for snapping a new headshot or getting creative with short-form video. Come for the fun, leave with fresh content! Panelist: Tommy Choi – Team Lead of Weinberg Choi at Keller Williams Daisy Mazariegos - Top Producer on Rubina Bokhari's Team at Compass Stephanie LoVerde – Top Producer at Baird & Warner. Preferred Attorneys and more!!!  Join our Facebook Group to collaborate and stay informed about industry news.

Tuesday, August 5th @11:00AM-12:30PM CST New Kale Agent Orientation Zoom Meeting Getting Started at Kale @ 11:00AM CST This is the first of three workshops designed to help you thrive at Kale. Welcome aboard! This 30-minute session will introduce you to Kale Realty and set you up for success. We’ll cover: Meet Our Team & Office Resources – Staff, office hours, door code (1937), and key contacts. Policies & Procedures – Handbook, fees, getting paid, and transaction guidelines. Education & Licensing – Post-licensing, continuing education, and Realtor associations (NAR, IR, CAR, NSBAR, MRED). Vendor Partners – Title, attorneys, home warranties, and partner offices. Culture & Growth – Join committees to waive fees and earn referral bonuses. Basics of Doing Business at Kale @ 11:30AM CST This session will help you work efficiently and professionally at Kale. See you there! This 30-minute session covers essential tools to manage transactions, build your brand, and grow your business. Coaching & Development – Transaction Coach, KaleHuddle.com, and professional growth. Transaction Management – SkySlope training, FAQs, and support. Marketing & Compliance – Advertising rules, Kale & Fair Housing logos, branding tools. Building Your Brand – Website/CRM setup, headshots, Xpressdocs.com for marketing. Business Setup – Email, corporate docs, and business entity setup. Path to Success in Real Estate and Kale @ 12:00PM CST This session gives you the tools to succeed at Kale. Let’s get started! This 30-minute session focuses on training, mentorship, and lead generation to help you grow your business. Training & Coaching – Access The Locker Room (TLRU), Breakthrough Paths, TRACK, and more. Agent Growth – Join the Tuesday Agent Breakthrough Series, work with a Coach, or join the Mentor Program. Marketing & Leads – Improve listing/buyer presentations and master lead generation. Huddle Up Updates – Learn about KaleHuddle.com improvements, including submission checkpoints for key requirements Tuesday, August 5th @1PM CST Wake Up Your Why - August Breakthrough Series TLRZoom.com Section 1 Mastermind: Why "Success lives outside of your comfort zone" is B.S. Wednesday, August 6th @9AM CST Staying Safe, Staying Smart: Practices for Every Real Estate Professional Register here Whether you’re showing a home, hosting an open house or meeting a new client for the first time, your safety should never be left to chance. From new agents to seasoned pros, everyone will leave with practical tools and renewed confidence to navigate the field with caution and clarity. Your safety isn’t just important—it’s non-negotiable. Please note this event will be hosted as a webinar. Attendees will be able to view our participants during the event but will not have the ability to share their video or audio during the event. Wednesday, August 6th @9AM CST Coffee Talk with DJ and Risa - LIVE Class Is in Session: Mastering Your Morning Routine → Build habits that jumpstart your productivity. Wednesday, August 6th @9:30AM CST Design Basics With Canva: Real Estate Edition Register here Want to create polished, professional marketing materials without needing a graphic designer? Join us for a hands-on Canva class designed specifically for real estate professionals. In this beginner friendly session, you’ll learn how to use Canva to create eye-catching social media graphics, listing flyer's, email headers and more. Wednesday, August 6th @10AM CST Navigating AI In Real Estate: Boosting Efficiency and Managing Risk Register here We know AI is transforming real estate, but are you using it the right way? This session cuts through the noise to help brokers and agents harness AI tools with clarity, intention, and care. We'll explore how to boost efficiency, streamline everyday tasks, and protect your business by staying compliant with emerging best practices. Thursday, August 7th @2PM CST Checklist Secrets: Systems That Actually Work for Agents KaleHuddle.com/zoom Productivity coaching Mini session Elements of an effective system Thursday, August 7th @4PM CST Real Estate Power Hour in Chicago Register here AT A and N Mortgage – 1945 N Elston PANEL TOPIC: INSTAGRAM TO INCOME: MASTERING SOCIAL MEDIA IN REAL ESTATE Join us for a free, high-impact Power Hour hosted by A and N Mortgage, created to empower Chicago’s real estate professionals looking to elevate their brand and business through social media. In this engaging panel discussion, you will learn actionable strategies to turn Instagram engagement into real income, from building a loyal audience to converting content into closings. Whether you’re a seasoned agent or just starting out, this session is packed with insights to help you stand out in a competitive market. We will have food trucks, an open bar, and fresh content! We're excited to introduce our new videographer with a pop-up content station—perfect for snapping a new headshot or getting creative with short-form video. Come for the fun, leave with fresh content! Panelist: Tommy Choi – Team Lead of Weinberg Choi at Keller Williams Daisy Mazariegos - Top Producer on Rubina Bokhari's Team at Compass Stephanie LoVerde – Top Producer at Baird & Warner. SELF PACED Courses: Mastering Real Estate Lead Generation Register here Create your personalized lead generation system. Are you ready to elevate your real estate career by mastering the art of lead generation? In this comprehensive course, you will dive deep into the strategies, techniques, and tools essential for consistently generating high-quality leads in the dynamic real estate market. Harnessing the Power of CRM for Optimal Client Management | Self-Paced Register here Don’t let daily CRM upkeep overwhelm you. Don't miss this opportunity to elevate your real estate career with the power of Customer Relationship Management (CRM) systems. Discover the essential role CRM plays in optimizing client management, streamlining workflows, and ensuring unparalleled efficiency in your real estate endeavors. From cultivating lasting client relationships to maximizing lead conversion rates, this course empowers you with the knowledge and skills to leverage CRM tools effectively. Effective Strategies in buyer representation Register here Confidently host impactful buyer consultations This course covers crucial elements of buyer representation, including the art of conducting impactful buyer consultations and delivering support throughout the transaction. Learners will gain knowledge and practical skills, excelling in comprehending client needs, navigating legal complexities, and ensuring successful property transactions. Successful completion of this course will equip real estate professionals to confidently host impactful buyer consultations and offer invaluable support, solidifying their reputation as trusted advocates in the realm of buyer representation. Mastering the Fundamentals of Real Estate Negotiations Register here Gain a comprehensive foundation in negotiation strategies. This course equips new agents with a comprehensive foundation in real estate negotiation strategies. Students will not only learn essential negotiation tactics but also gain practical skills to handle common challenges and create win-win outcomes for all parties involved. MASTERING Seller Representation In Real Estate Register here Navigate the listing process like a pro. This course is designed to equip real estate professionals with the essential skills and knowledge to effectively represent sellers. Through practical insights and real-world examples, it empowers agents to build strong client relationships and achieve successful outcomes in today’s competitive market. The course also emphasizes the legal and ethical responsibilities of seller representation, ensuring participants can confidently navigate the complexities of real estate transactions. Unlocking the power of digital marketing in real estate Register here Turn digital tools into real estate triumphs. This dynamic course is designed to equip real estate professionals with the tools and strategies needed to thrive in the digital era. Participants will delve into key aspects of digital marketing, including SEO, social media advertising, email campaigns, and content creation, tailored specifically for the real estate industry. Learners will gain practical skills to optimize property listings, enhance online visibility, and generate leads effectively. By unlocking the potential of digital marketing, participants will be empowered to elevate their real estate business and achieve unparalleled success in today's competitive market. Utilizing Statistical Data to Enhance Client and customer engagement Register here Grow your confidence in data analysis. The purpose of this course is to teach you how to easily acquire and make sense of readily available statistical real estate information. This knowledge will help you become a reliable and valued source of information for your clients. The information in this course, when regularly applied, will help grow your confidence in data analysis and strengthen your business approach. In addition, it will guide you in your marketing and prospecting efforts, saving you money, while making you money. The Locker Room recommended course of the week! If you need access to The Locker Room, contact Rea@kalerealty.com

For general inquiries, you can always reach our main office: Main Office Line: 312-939-5253 We answer live Monday through Friday from 9am - 5pm. For direct assistance, we invite you to contact our leadership team members individually using their direct office line. Nick Patterson Title: Owner Email: nick@kalerealty.com Direct Line: 773-610-3041 Rick Williams Title: Designated Managing Broker Email: rick@kalerealty.com Direct Line: 312-585-6638 DJ Paris Title: President of Sales & Marketing Email: dj@kalerealty.com Direct Line: 312-238-9796 Risa J. Weiss Title: VP of Agent Development Email: risa@kalerealty.com Direct Line: 312-265-6567 Rob Kapp Title: Manager of Operations Email: rob@kalerealty.com Direct Line: 312-224-0617 Tim Littleton Title: Director of Agent Success Email: tim@kalerealty.com Direct Line: 312-535-3640

The Locker Room (TLR)  isn’t just another coaching platform—it’s a game-changing system built for real estate professionals who are ready to perform at their highest level. At Kale Realty, we’ve partnered with The Locker Room to give our agents exclusive access to industry-leading coaching, business growth systems, accountability frameworks, and a national network of top-producing peers. Whether you’re launching your career or looking to reach that next income bracket, The Locker Room equips you with the clarity, structure, and mindset to get there. Why Agents Love The Locker Room Live Weekly Coaching : Real conversations. Real results. Led by dynamic, experienced coaches who understand the grind. Focused Growth Tracks : Whether you’re in build mode, scale mode, or reboot mode—there’s a customized path to help you grow. Daily Accountability : Stay consistent with powerful systems that reinforce discipline and momentum. Mindset Mastery : Learn how to lead with confidence, stay motivated, and bounce back stronger every time. Plug-and-Play Business Systems : Built for action, not theory—everything is designed to move you forward. This is not passive content—it’s an environment built for those who show up, take ownership, and play to win. Access Requirements Before diving in, brokers must first attend Kale Orientation —our live onboarding experience to prepare you for success at Kale. It’s required in order to receive your Locker Room login credentials. Orientations are held three times per month. You can view and register for upcoming sessions here: www.kalehuddle.com/event

Open your Loop Navigate to the transaction (loop) that contains the documents you want to submit. Locate the “Submit for Review” Button In Dotloop 1.0 ( in other words, not the Beta version ) , this button is found in the top-right corner  of your loop view, above your folders and documents. Select Folder(s) A pop-up will appear prompting you to check one or more folders you’d like to submit. Dotloop only allows folder-level submission (not individual documents). Choose the Workflow Use the dropdown menu to make sure the correct review workflow is selected (e.g., Leasing Review, Sales Review, etc.). Add Notes (Optional) You may include a short message for the compliance team, if needed. Click “Submit for Review” Once submitted, the folder will be marked as “Submitted,” and your broker or admin will be notified. Where to Learn More You can follow Dotloop's official instructions here: Submit for Review – Dotloop Support

Steps to Sign In: Step 1: Open the  Sign in  page Open your web browser and in the address bar type in   www.dotloop.com If you are on the dotloop homepage, click  Sign  in at the top right corner.   Step 2: Enter your email address and click  Continue  Enter your email address for your account and click  Continue .  Step 3: Enter your Password. If you forgot your password, continue to step 4. If not, you are all set!   Step 4: Click “Forgot Password?” And enter your email address and click  Continue Enter your email address and click  Continue .      Step 5: Open your email inbox  An email will be sent to you from ShowingTime Plus. The email subject will show you the date and time the request was sent, and the subject:  Password reset request . Open the email and click the  Reset Password  button.     NOTE: Email providers can "stack" similar emails. If you receive an error when clicking the  Reset Password  button, delete all prior reset password emails and click the  Reset Password  button in the most recent email. Use the timestamp from your email provider to determine which email is the most recent.    Step 6: Enter new password    Type your new password twice, then click the  Reset password  button to finalize the process. You will now be prompted to log in to your account with your new password.   Note: Your dotloop password must contain at least 10 characters, upper case letters, lower case letters, and numbers.

First, determine whether the property has electric heat or gas heat. If you’re not sure, please ask the current owner, landlord or property manager. Electric Heat In order to order an electric heating disclosure, please click this link to be taken to ComEd’s heating disclosure request page . Please follow the instructions on that page. For questions, please contact ComEd directly. Gas Heat To order a gas heat disclosure, please complete this form and we’ll order one for you! It takes on average two weeks to receive the gas heat disclosure. As soon as we receive it, our team will add it to your loop in dotloop. If we can’t find the loop, we’ll email it to you, instead. Note: Heat disclosures are only required as part of Chicago's residential, landlord/tenant ordinance, so anything outside the city automatically doesn't need one.

VHT Studios will cease all operations  effective August 31, 2025. August 5, 2025  will be the last day that VHT customers can place new in-field media services orders, with a final shoot date no later than August 15th.  August 15, 2025  will be the last day that any shoot can be performed in the field by a VHT photographer. Any orders that are in the system with a scheduled date after August 15 will automatically be cancelled. August 25, 2025 will be the last day that VHT customers can place proofing orders for additional media and/or request media edits for jobs already uploaded to My.VHT.  August 31, 2025  will be the last day that VHT systems will be accessible for both customers and photographers. All media and content must be downloaded no later than this day. In the event any website or MLS related to a property listing contains a link to media hosted by VHT, the link will no longer be active or functional after August 31, 2025. Please ensure you download all your media prior to August 31, 2025. Matterport 3D Tours produced by VHT will remain publicly viewable until December 31, 2025.

Now available at   www.CutAboveGifts.com Looking for a memorable, high-quality closing gift that will leave a lasting impression? 🎁 Say goodbye to boring gift cards and forgettable baskets — and say hello to Cutco Knives , the gold standard of client appreciation. 🔪 Why Agents Love Cutco for Closings: Cutco products are crafted to last a lifetime , making them a perfect way to celebrate your client’s new home. These knives are not only functional and beautiful, but they’re the kind of gift that becomes part of everyday life — reminding your clients of you  every time they cook a meal. 🧰 Thoughtfully Curated Gift Sets Choose from 30+ expertly selected knife and kitchen sets  — all packaged in sleek, ready-to-gift boxes. Whether you're gifting a full set or a single utility knife or pair of Super Shears, Cutco delivers a premium unboxing experience every time. Want to take it up a notch? Add the Deluxe Gift Box  and signature foil gift wrap  to turn your thoughtful gesture into a truly elegant experience. ✍️ Personalize It for Maximum Impact Most Cutco kitchen knives, gift sets, and accessories can be personalized with your client’s name, closing date, or even your own branding . Personalization options include: Blade engraving  with custom text or monogram Brass plate customization  for knife blocks or flatware chests Pocket knife engraving  on either the handle or the blade (or both — call to order!) 📞 Want to engrave multiple items in a set? Call 1-800-633-8323 for custom bulk orders. Engraving Fee:  Just $10 per personalization location  Production Time:  Add 1–2 days for custom text and 2–4 days for monograms 🛒 How to Order: It’s simple — head to   www.CutAboveGifts.com  to browse, personalize, and order your Cutco gifts. Orders can ship directly to you or your client, and express options are available. 🎉 Bonus Tip: Use Cutco as a Raffle Prize or Pop-By! These knives also make great event giveaways , referral thank-yous , or even vendor appreciation gifts . We’ll be showcasing some Cutco products at our October 8th Summit at Carlucci in Rosemont  — come check them out in person! Final Word:  A Cutco knife isn’t just a gift. It’s a statement. It’s longevity. It’s your brand, literally in the hands of your clients — for life. 🛍️ Visit   www.CutAboveGifts.com  and start personalizing today. Because nothing says “thank you” like a gift they’ll never forget.

Upcoming workshops/agent development opportunities. Keeping Up with Kale this week... Dotloop: What It Is, How to Use It, and Best Practices Payments on Commercial Deals Last week workshop playlist: The 5-25 Challenge - The difference between prospect calls and lead source relationship calls Risa Weiss - VP of Agent Development Upcoming Events: Tuesday, July 29th, 11:30AM - 6:00PM Propel Igniting Innovation in Tech Event Register here REALTOR® and YouTube influencer Shaheedah Hill has been announced as the featured keynote speaker for Propel: Igniting Innovation in Technology! Stay Ahead of the Tech Curve Mainstreet's dynamic tech powered event is coming back this summer and we want to see you there! This cutting-edge experience will explore the latest technology trends, tools and innovations transforming the industry, giving you everything you need to stay ahead in a fast-evolving market. Featured Keynote – Shaheedah Hill Learn how to build your brand and dominate the digital space from nationally recognized YouTube influencer, Shaheedah Hill! We are thrilled to invite Shaheedah to speak with you. Click here to watch her YouTube Channel. Event Line Up: Power Panel: Top Tech Tools of Top Producers – Hear directly from high performing agents about the platforms and systems they use. Rapid Fire: ROI by the Numbers – Discover how to track success using MLS data, google analytics and social media. AI in Action: Tools You Can Use Today – Explore real-life AI applications like automated follow up, content creation and virtual assistants. In addition to the amazing event line up featuring industry giants, you will also enjoy: Live beats from Momentum Nation’s DJ Danny AI Powered Photobooth to capture the moment Chill in the lounge area Vendor Showcase featuring top tech solutions Networking lunch included Happy Hour with full bar and passed hors d’oeuvres Raffles & Giveaways. Tuesday, July 29th @10AM CST Special event - learn from a top 1% producer Live at A & N mortgage. Tuesday, July 29th @1PM CST Social Influence for real estate agents TLRZoom.com Section 4 Mastermind: Turn your Audience into a community. From social posts to social proof- build trust, get seen and grow your business online. Wednesday, July 30th @9AM CST YPN Breakfast: How to Brand & Market Yourself Register here Start your day with business advice, compelling discussions and new connections at our monthly meet-ups Enjoy a complimentary breakfast while you catch up with your YPN friends and grow your business. At this month’s breakfast, get advice about crafting a captivating personal brand that will have clients lining up at your door. Gain actionable tips on identifying your target audience, leveraging your unique interests and scaling your business with strategic outsourcing. This interactive session will have you feeling more confident in your marketing strategy based on your business goals. Wednesday, July 30th @9AM CST Coffee Talk with DJ and Risa - LIVE Using the season as a reason to stay in touch Show people that you are the source of everything real estate through direct mail. Thursday, July 31st @2PM CST The 5-25 Challenge – Turning Conversations into Closings Zoom Meeting Only for agents in the Productivity Coaching program The 5 to 25 Challenge is a fast-paced, high-energy, 1-hour workshop designed to help real estate agents build the habits and confidence to consistently make purposeful phone calls and meaningful connections. Whether you're brand new to prospecting or need a fresh approach to stay consistent, this challenge will teach you how to go from 5 intentional calls a day to 25+ weekly conversations that build your pipeline and lead to appointments, referrals, and closed deals. Preferred Attorneys and more!!!  Join our Facebook Group to collaborate and stay informed about industry news.

Tuesday, July 29th, 11:30AM - 6:00PM Propel Igniting Innovation in Tech Event Register here REALTOR® and YouTube influencer Shaheedah Hill has been announced as the featured keynote speaker for Propel: Igniting Innovation in Technology! Stay Ahead of the Tech Curve Mainstreet's dynamic tech powered event is coming back this summer and we want to see you there! This cutting-edge experience will explore the latest technology trends, tools and innovations transforming the industry, giving you everything you need to stay ahead in a fast-evolving market. Featured Keynote – Shaheedah Hill Learn how to build your brand and dominate the digital space from nationally recognized YouTube influencer, Shaheedah Hill! We are thrilled to invite Shaheedah to speak with you. Click here to watch her YouTube Channel. Event Line Up: Power Panel: Top Tech Tools of Top Producers – Hear directly from high performing agents about the platforms and systems they use. Rapid Fire: ROI by the Numbers – Discover how to track success using MLS data, google analytics and social media. AI in Action: Tools You Can Use Today – Explore real-life AI applications like automated follow up, content creation and virtual assistants. In addition to the amazing event line up featuring industry giants, you will also enjoy: Live beats from Momentum Nation’s DJ Danny AI Powered Photobooth to capture the moment Chill in the lounge area Vendor Showcase featuring top tech solutions Networking lunch included Happy Hour with full bar and passed hors d’oeuvres Raffles & Giveaways. Tuesday, July 29th @10AM CST Special event - learn from a top 1% producer Live at A & N mortgage. Tuesday, July 29th @1PM CST Social Influence for real estate agents TLRZoom.com Section 4 Mastermind: Turn your Audience into a community. From social posts to social proof- build trust, get seen and grow your business online. Wednesday, July 30th @9AM CST YPN Breakfast: How to Brand & Market Yourself Register here Start your day with business advice, compelling discussions and new connections at our monthly meet-ups Enjoy a complimentary breakfast while you catch up with your YPN friends and grow your business. At this month’s breakfast, get advice about crafting a captivating personal brand that will have clients lining up at your door. Gain actionable tips on identifying your target audience, leveraging your unique interests and scaling your business with strategic outsourcing. This interactive session will have you feeling more confident in your marketing strategy based on your business goals. Wednesday, July 30th @9AM CST Coffee Talk with DJ and Risa - LIVE Using the season as a reason to stay in touch Show people that you are the source of everything real estate through direct mail. Thursday, July 31st @2PM CST The 5-25 Challenge – Turning Conversations into Closings Zoom Meeting Only for agents in the Productivity Coaching program The 5 to 25 Challenge is a fast-paced, high-energy, 1-hour workshop designed to help real estate agents build the habits and confidence to consistently make purposeful phone calls and meaningful connections. Whether you're brand new to prospecting or need a fresh approach to stay consistent, this challenge will teach you how to go from 5 intentional calls a day to 25+ weekly conversations that build your pipeline and lead to appointments, referrals, and closed deals. SELF PACED Courses: Mastering Real Estate Lead Generation Register here Create your personalized lead generation system. Are you ready to elevate your real estate career by mastering the art of lead generation? In this comprehensive course, you will dive deep into the strategies, techniques, and tools essential for consistently generating high-quality leads in the dynamic real estate market. Harnessing the Power of CRM for Optimal Client Management | Self-Paced Register here Don’t let daily CRM upkeep overwhelm you. Don't miss this opportunity to elevate your real estate career with the power of Customer Relationship Management (CRM) systems. Discover the essential role CRM plays in optimizing client management, streamlining workflows, and ensuring unparalleled efficiency in your real estate endeavors. From cultivating lasting client relationships to maximizing lead conversion rates, this course empowers you with the knowledge and skills to leverage CRM tools effectively. Effective Strategies in buyer representation Register here Confidently host impactful buyer consultations This course covers crucial elements of buyer representation, including the art of conducting impactful buyer consultations and delivering support throughout the transaction. Learners will gain knowledge and practical skills, excelling in comprehending client needs, navigating legal complexities, and ensuring successful property transactions. Successful completion of this course will equip real estate professionals to confidently host impactful buyer consultations and offer invaluable support, solidifying their reputation as trusted advocates in the realm of buyer representation. Mastering the Fundamentals of Real Estate Negotiations Register here Gain a comprehensive foundation in negotiation strategies. This course equips new agents with a comprehensive foundation in real estate negotiation strategies. Students will not only learn essential negotiation tactics but also gain practical skills to handle common challenges and create win-win outcomes for all parties involved. MASTERING Seller Representation In Real Estate Register here Navigate the listing process like a pro. This course is designed to equip real estate professionals with the essential skills and knowledge to effectively represent sellers. Through practical insights and real-world examples, it empowers agents to build strong client relationships and achieve successful outcomes in today’s competitive market. The course also emphasizes the legal and ethical responsibilities of seller representation, ensuring participants can confidently navigate the complexities of real estate transactions. Unlocking the power of digital marketing in real estate Register here Turn digital tools into real estate triumphs. This dynamic course is designed to equip real estate professionals with the tools and strategies needed to thrive in the digital era. Participants will delve into key aspects of digital marketing, including SEO, social media advertising, email campaigns, and content creation, tailored specifically for the real estate industry. Learners will gain practical skills to optimize property listings, enhance online visibility, and generate leads effectively. By unlocking the potential of digital marketing, participants will be empowered to elevate their real estate business and achieve unparalleled success in today's competitive market. Utilizing Statistical Data to Enhance Client and customer engagement Register here Grow your confidence in data analysis. The purpose of this course is to teach you how to easily acquire and make sense of readily available statistical real estate information. This knowledge will help you become a reliable and valued source of information for your clients. The information in this course, when regularly applied, will help grow your confidence in data analysis and strengthen your business approach. In addition, it will guide you in your marketing and prospecting efforts, saving you money, while making you money. The Locker Room recommended course of the week! If you need access to The Locker Room, contact Rea@kalerealty.com

By Risa Weiss-Kallis, VP of Agent Development – Kale Realty You hosted the open house, collected sign-ins, answered questions, and maybe even handed out cookies. But here’s the real question: What happens next? The truth is, the most important part of an open house happens after  the last guest walks out the door. A consistent, intentional follow-up system turns casual visitors into loyal clients—and that’s how you build a business. Here’s your step-by-step system  to master post-open house follow-up and use smart tools to stay connected, top of mind, and referral-ready. 📆 Step 1: Organize Your Leads Within 24 Hours Before anything else, sort and qualify  your leads: Create a list or tracker (like the   Open House Lead Conversion Tracker ) with the following: Name, phone, email Buyer, seller, or neighbor Working with an agent? (Y/N) Notes from your conversation (use FORD: Family, Occupation, Recreation, Dreams) Level of interest (Hot / Warm / Cold) ✅ Upload these to your CRM ASAP and tag them accordingly. ✉️ Step 2: Day-After Follow-Up Send a friendly and personalized message by email or text: Template: Hi [Name], it was great meeting you at the open house at [123 Main St.] yesterday! I hope you found it helpful as you explore your options. Let me know if you'd like a list of similar homes—or if you ever want to chat about the market. I’m happy to help! BONUS: Include a link to your branded IDX website  for browsing listings Mention any upcoming listings  they might be interested in ☎️ Step 3: Make a Quick Follow-Up Call Call within 48–72 hours  while the memory is fresh. What to say: “Hi [Name], this is [Your Name] from Kale Realty—we met at the open house for [123 Main St.]. Just wanted to follow up and see what you thought of the property, and if I can be a resource as you move forward with your home search.” If they’re not interested in that property, offer help with: Setting up a custom home search Connecting with a lender Getting pre-approved Scheduling private tours 🗓️ Step 4: Drip Campaign + Ongoing Engagement Add each lead to an email drip campaign  based on who they are: For Buyers: Branded listings and saved searches “How to Buy” tips or guides Info on mortgage rates, first-time buyer tips, etc. For Potential Sellers: “What’s My Home Worth?” landing page Market updates Home prep checklists Seller success stories ✅ Set a reminder to check in every 2 weeks via text, email, or a call. 🧠 Step 5: Use FORD-Based Personal Follow-Ups Refer back to personal details they shared: “Hope your son’s baseball tournament went well!” “Did you get that new puppy you mentioned?” “Sending over a few homes with space for that home office you’re dreaming about.” This builds trust, deepens the relationship, and sets you apart from every other agent who just sent a generic email. 📲 Step 6: Retarget and Reconnect with Social Media Friend/follow leads on social media  after meeting them Use Stories, Reels, and Posts to show your personality and value Run a retargeting ad to open house visitors using your CRM or landing page traffic Share “Just Sold” or market update content that reinforces your expertise 🛠️ Tools to Power Your Follow-Up System Here are tools every Kale Realty agent should consider using: Tool Purpose CRM (Follow Up Boss, Wise Agent, etc.) Organize and track leads Canva Design flyers, guides, email headers Curb Hero Digital open house sign-in tool ATNAgentOne Net sheet calculators and market stats Google Forms or Typeform Simple follow-up forms or surveys DotLoop Manage docs if they’re ready to write offers Social Media Build connection and stay visible 🚀 Bonus: Create a "Client for Life" Onboarding Flow If a lead becomes a client, transition them into your Client for Life System : Add them to your home anniversary & birthday calendar Start a homeowner email series Invite them to client appreciation events Send pop-by gifts or personal notes every quarter 🎯 Final Thought: The Fortune Is in the Follow-Up Hosting an open house is like planting seeds. But if you don’t follow up with water, sunlight, and intention— nothing will grow . A smart post-open house system is your secret weapon for:  ✅ Filling your pipeline  ✅ Winning repeat business  ✅ Becoming the go-to real estate expert in your market Need help setting up your follow-up system or email drips? 📩 Reach out to risa@kalerealty.com  — I’m here to help you convert more leads and grow your business by design, not by default.