executive vice president keith ard welcome and company overview
TRANSCRIPT
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EXECUTIVE VICE PRESIDENTKEITH ARD
Welcome and Company Overview
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RE/MAX Gold Executive Leadership
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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
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QUESTIONS
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EXECUTIVE VICE PRESIDENTBroker of Record
Bev Kendall
Compliance & Professional Standards
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Today’s Risk Climate
Your Risk Management Resources
RE/MAX Gold “Safety” Tools
My Tips to Help Keep You Safe
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UNDERSTANDING TODAY’S “RISK CLIMATE”
• The new CalBRE
• The new Consumer Financial Protection Bureau
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YOUR RISK MANAGEMENT RESOURCES…AKA
“I NEED HELP NOW!”
• Your Defensive Line: Manager
• Regional Manager
• VP of Sales
• Broker of Record
• Attorney
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RE/MAX GOLD’S SAFETY TOOLS
• Legal Updates
• “Compliance Corner” • Attorney Notices
• Transaction Platform
• TMS
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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!
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QUESTIONS
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EXECUTIVE VICE PRESIDENTCFO
Pat Mackin
Agent Financial Services
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Getting Paid……
• The commission check process
• Understanding your RAPP program
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QUESTIONS
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Director of Marketing
Don McDonald
Growing your business with RE/MAX Gold
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Tools & Resources
• MainSTreet
• LeadStreet
• Listing Presentation & Cloud CMA