M&A Gold to Gold

M&A Gold to Gold

GOLD TO GOLD

OWNERS MANUAL

Madison, WI helpdesk@c21aff i l iated.com 1 .608.221 .2121

GOLD TO GOLD

WELCOME TO AFF I L I ATED

CENTURY 21 AFFILIATED Century 21 Affiliated is so excited to welcome you to the family! This will lay out the process of joining our brand, expectations from each department and give you a timeline of your merger completion. ABOUT US

We’re CENTURY 21 Affiliated, a real estate organization obsessed with providing better real estate services for the dynamic real estate market. In fact, we’re the #1 CENTURY 21® franchise in the world for the 6th year in a row and have been providing real estate services to our communities for 41 years! From first-time home buyers to luxury residential markets to mid-market communities to commercial real estate, our agents are the local experts you can trust. COMMUN I CAT I ON WELCOME TO AFFILIATED PAGE The SharePoint page was built just for you! This is an all in one location for us to share information and stay connected throughout the impact.

01 Discovery 02 What we will handle

03 Working with Our Departments 04 Merging 21online & other tools

05 Document Sharing

01 60 Days to Impact

WELCOME TO AFF I L I ATED

When joining with Affiliated, you will have the support of our Leadership & Central Service before, during and after impact. Our first connection will be roughly 60 + days before impact. 60 + DAYS BEFORE IMPACT

GOALS | OBJECTIVES | TIMEFRAMES

Determine if new entity is required E&O Policy GL Policy Discuss Ancillary Services Contract Discuss Advertising Contracts Discuss Outdoor Signage Items our Chief Operating Officer will discuss with you 60 + days from impact. Discuss Announcement to Staff Discuss Announcement to Agents

Regional Leadership Jasen Schrock - Michiagan [email protected] 773-805-7432

REGIONAL LEADERSHIP

Item our Regional Director will provide, request and discuss with you 60 + days from impact

Request Signatures for Insurance Application Request photo of office building Request Lease(s) Request W9 for landlord(s) Request current email provider contract Request current transaction management contract

Provide Department F&Q spreadsheet Provide Agent Split Spreadsheet Provide HR Payroll Questionnaire

Departments that you will be working with during impact.

RELOCATION | [email protected] ACCOUNTING | [email protected] MARKETING | [email protected] SOCIAL MEDIA & WEBSITE | [email protected] LEADS MANAGEMENT | [email protected] IT | [email protected] L&D | [email protected] HR | [email protected]

02 30 Days to Impact

WELCOME TO AFF I L I ATED

Moving into 30 days before impact, you will need to coordinate with the Regional Director and the following departments. 30 DAYS BEFORE IMPACT

RELOCATION | [email protected]

Discuss Relocation needs with RELOCATION Discuss Previous Lead System with LEADS MANAGEMENT

LEADS MANAGEMENT | [email protected]

RELOCATION [email protected]

LEADS MANAGEMENT [email protected]

LEADS MANAGEMENT [email protected]

Discuss Zip Codes with LEADS MANAGEMENT Discuss Business Rules with LEADS MANAGEMENT

MARKETING | [email protected]

Discuss any social media accounts with SOCIAL MEDIA Who manages them? Discuss any websites with WEBSITE How long will they remain active? Are you keeping your domain?

MARKETING [email protected]

ACCOUNTING [email protected]

ACCOUNTING [email protected]

SOCIAL MEDIA & WEBSITE | [email protected]

MARKETING [email protected]

ACCOUNTING [email protected]

Discuss vendors (Ancillary partners) for ad placement on C21affiliated.com with WEBSITE Discuss Office Banner with MARKETING Discuss Sign Panels with MARKETING Discuss Press Release with MARKETING

ACCOUNTING | [email protected]

Review Agent Onboarding packets: ICA, DD, credit card, fees, etc. with ACCOUNTING Review Consolidation of Trust Accounts Process with ACCOUNTING Review Commission splits with ACCOUNTING Review Nolan Financial details with ACCOUNTING

L&D | [email protected]

Office Admin & Team Leader Introductions with LEARNING & DEVELOPMENT

02 30 Days to Impact

WELCOME TO AFF I L I ATED

Moving into 30 days before impact, you will need to coordinate with the Regional Director and the following departments. 30 DAYS BEFORE IMPACT

IT | [email protected] L&D | [email protected] HR | [email protected]

STAFF CREDENTALING Staff Credentialing will start to take place within 30 days of impact. The IT & L&D team will assist with credentialing the new Office Admins & Team Leaders to Affiliated. AGENT CREDENTALING Staff Credentialing will start to take place within 30 days of impact. The IT & L&D team will assist with credentialing the new Office Admins & Team Leaders to Affiliated.

Affiliated Email (@c21affiliated.com) SkySlope (@c21affiliated.com) Knowledge Management Hub Learning Portal (@c21affiliated.com) Transaction Plan (@c21affiliated.com) 21Online (@century21.com) Affiliated Connection (@century21.com)

ACCOUNTING [email protected]

MARKETING [email protected]

MLS Zillow What stays the same?

MARKETING [email protected]

ACCOUNTING [email protected]

ACCOUNTING [email protected]

21ONLINE

Social Ad Engine Does not transfer. Sales Associates will need to contact the helpdesk at 877-221-2765 opt. 1.

*Important Note: [Attached to this email (People Notification)] is a communication you may use to advise your Sales Associates and staff of the disruption to 21Online and what they will need to do prior to the file transfer date of [Date] in dash. Do not manually move any files into dash. Doing so will duplicate files we will be transferring. ZAP Zap will be unavailable for 72 hours (maximum). Please be advised only hot & drip leads transfer after assignment. Other lead types like cold & bogus are not transferred. >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12

www.c21affiliated.com

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