executive vice president keith ard welcome and company overview

EXECUTIVE VICE PRESIDENTKEITH ARD

Welcome and Company Overview

RE/MAX Gold Executive Leadership

Office Managers

Steve DaviesEl Dorado Hills

PlacervilleCameron Park

Colleen NobleLodi

Stockton

Nita HayesClovisFresno

Carrie FoleyDavis

Sherry BillingsleyNevada City

Yuba CityOroville

Allen ZarouFolsom

Fair Oaks

Theautis PersonsVallejoBenicia

Kiri KeeferAuburn

Chris PowellMarin

Green ValleyNapa

Hector OntiverosFairfieldVacaville

Frank CrandallElk Grove

QUESTIONS

EXECUTIVE VICE PRESIDENTBroker of Record

Bev Kendall

Compliance & Professional Standards

Today’s Risk Climate

Your Risk Management Resources

RE/MAX Gold “Safety” Tools

My Tips to Help Keep You Safe

UNDERSTANDING TODAY’S “RISK CLIMATE”

• The new CalBRE

• The new Consumer Financial Protection Bureau

YOUR RISK MANAGEMENT RESOURCES…AKA

“I NEED HELP NOW!”

• Your Defensive Line: Manager

• Regional Manager

• VP of Sales

• Broker of Record

• Attorney

RE/MAX GOLD’S SAFETY TOOLS

• Legal Updates

• “Compliance Corner” • Attorney Notices

• Transaction Platform

• TMS

BEV’S TIPS TO HELP KEEP YOU SAFE!• Turn your documents in for

review as you get them!

• Quote the source of all information. Explain that you have not verified…..

• Your transaction should tell a story.

• Don’t pretend to be an expert.

• Track the EMD properly

• Pay close attention to all disclosures.

• Address all challenges as they arise.

• Turn all CalBRE and attorney letters or inquiries into your Manager

• Trust your instincts about a troublesome client!

• Communicate often!

QUESTIONS

EXECUTIVE VICE PRESIDENTCFO

Pat Mackin

Agent Financial Services

Getting Paid……

• The commission check process

• Understanding your RAPP program

QUESTIONS

Director of Marketing

Don McDonald

Growing your business with RE/MAX Gold

Tools & Resources

• MainSTreet

• LeadStreet

• Listing Presentation & Cloud CMA