Valerie Ramos V Internal Accountability Policy Contents: I. II. III. IV. V. VI. VII. VIII. Mission Statement General Principles Privacy Policy - Client Fiduciary Scripts Databank File Management Compensation: Touch/Splits Mission: To build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving. Statement: Keller Williams thinks like a top producer, acts like a trainer-consultant, and focuses all its activities on service, productivity, and profitability. Win-Win: or no deal Integrity: do the right thing Customers: always come first Commitment: in all things Communication: seek first to understand Creativity: ideas before results Teamwork: together everyone achieves more Trust: starts with honesty Success: results through people GENERAL PRINCIPLE: The team leader/ founder Anthony Gnagnarelli @ The Anthony G Team at Keller Williams Valley Realty delegates authority and responsibilities to management, team members and independent contractors (agents) for developing/ following safe and sound procedures when dealing with clients. The team leader retains ultimate responsibility for the safeguarding of clients. Notwithstanding this delegation, the team leader will monitor for the control and compliance of client satisfaction and overseas all process and handling of each & everyone to ensure we provide and keep our promise. Our Promise: Our Goal is to create an Experience our clients can’t honestly, really imagine being better. Everyone on the team is focused in our client’s wants and needs; make every effort to stop surprises and keep it as good as it can be. Although we are aware there might be some challenges we will do our best to create that 10+ experience. Privacy Policy - Client Fiduciary: The AG Team understands the importance of maintaining the privacy of our clients’ personal information as well as any undergoing process we may be representing. Client privacy is of the utmost important to us and maintaining the trust and confidence of our clients is a top priority. We collect certain nonpublic personal information about our clients that is provided to us by our clients or obtained by us with their authorization or consent. However, we do not disclose any personal information about our clients or former clients to anyone, except as necessary to effectuate the purpose of our business relationship or as required by law. We retain records relating to the services that we provide so that we are better able to assist our clients with their needs and to comply with professional guidelines or requirements of law. – We maintain physical, electronic, and procedural safeguards that comply with federal and state laws to guard our clients’ nonpublic personal information. Scripts: Utilizing script is an essential part when converting leads. Using this very effective tool will enhance the productivity when contacting any prospecting client. As a member of the AG Team the usage, practice and mastery of scripts is a MUST. These are provided to you and are to be learn in your own time. Practice and usage of this tool is what will help you be successful, as is a proven method used by many mega agents and top producers even in other industries. File Management / Processing: An Effective file management provides the basis or infrastructure for timely, effective client service and appropriate management of client matters it as well ensure compliance with regulatory requirements relating to matters such as the preservation of client confidentiality and avoiding conflicts. It offers practical suggestions for effective file opening and closing procedures, conflicts checking and storage systems and considerations relating to the retention and disposal of closed client files. Databank Purpose: To ensure accurate conduct when prospecting and or dealing with any client while being part of The Anthony “G” Team. The standard operating process of team leads is to aid all team members in the event of ‘touching’ any of our prospect/ current sellers/ buyer. The use of team leads is essential to keep track of follow ups and contact with our clients. Compensation: Touch/Splits This is to be discussed and determined by Team leader AG on a one on one with each individual who joins the team. I Acknowledge I have received, reviewed and understand the policies and procedure of the Anthony G Team Internal Accountability; therefore, I will abide and comply as a member of the team to the rules and regulations explained above. Print Name _____________________________ Signature______________________________ Date________________
