Launch Pad 2021

CONTENTS SET CONT’D

Our Pledge to You Moxi Neighborhood News
Local Leadership Moxi Present
Your Resource Manual—getting started Cloud CMA
Home Maps
READY day one, meet your team Paperless Presentations
Daily Hotsheets & Weekly Open House Lists
Quick Reference Guide Luxury Collection
Agent Safety Development & New Homes
Helpful Contacts
Agent Info GO you got this...
Password Log
Office 365 Email Seller Representation
InTouch App Buyer Representation
Elevate U Landlord Representation
Elevate U Calendar Tenant Representation
Cabernet Corner Spacio
Training Video Library Curbio
BHHS REsource Center DocuAgent
BHHS Learn Center Listing 2 Leasing
Homeownership Services Edge Report Complimentary
Agent Benefits Edge Report +
Agent Discount Program Listing Brochures
XpressDocs
SET how to market yourself Personal Business Plan
Business Development
Agent Website LiveChat
BHHS Marketing REsource LeadTrax
Homesnap App
Moxi Engage

OUR PLEDGE TO YOU Our brokers are neighborhood experts, offering an
unsurpassed level of service to clients. They are
We extend our warmest welcome to you. equipped with an impressive array of sophisticated
Thank you for trusting Berkshire Hathaway technology tools to help you achieve your real
HomeServices Chicago with this most important estate goals. Additionally, our brokers have access
decision. Count on us for personal service and to a comprehensive suite of real estate services
integrity that will translate into results. including Fort Dearborn Title, HomeServices
Insurance, and Prosperity Home Mortgage.
Backed by the most respected name in business We look forward to giving you the luxury of
combined with our local roots, we are eager to personalized service every step of the way.
work with you to meet your real estate needs.

With strong, local leadership and the resources
of a national real estate powerhouse, our name
stands for unquestioned financial strength and
smart business decisions. Our affiliation with the
Berkshire Hathaway HomeServices network gives
us premier international reach from the fastest
growing national real estate network.

Diane Glass Mark Pasquesi Joe Stacy

Chief Operating Officer President of Brokerage Senior Vice President
& General Sales Manager

LOCAL LEADERSHIP Glenview Office

MICHAEL MAZZEI

VP & Designated Managing Broker
773.491.9893
[email protected]

Michael Mazzei began his real estate career in 1988 and quickly
established himself as one of the most successful Realtors® in Grosse
Pointe, Michigan. During the early years of his career, Michael gained
vast knowledge of all facets of the business beyond residential sales
including commercial, investment property and property management.
In 1999 Michael moved to Chicago and joined Berkshire Hathaway
HomeServices Chicago where he became Broker Manager in 2000.
Michael currently manages the Glenview, Park Ridge and Schaumburg
offices as well as the downtown office located in the Bucktown
neighborhood on Damen Avenue. Michael is a highly energetic and
creative Broker Manager. He is primarily responsible for the recruitment
and retention of 130+ agents in two offices.

KEVIN RYNES

Associate Managing Broker
847.274.1917
[email protected]

Kevin is proud to be an affiliate of Berkshire Hathaway HomeServices
Chicago, a nationally recognized, award winning brokerage. Both buyers
and sellers benefit from his extensive knowledge and background
merged with BHHS Chicago’s maximum market exposure and cutting
edge resources. Kevin grew up in Lake Forest and graduated from Loyola
Academy. He went on to Barat College where he focused on Business
Marketing. Kevin lives on the North Shore with his wife, daughter, two sons,
and two dogs. In his free time, Kevin enjoys coaching lacrosse at his alma
mater. Kevin is a broker with unmatched experience in every area of the
real estate industry.

GETTING STARTED Your Resource Manual

Your LaunchPad resource manual was carefully SECTION TWO | SET
designed to guide you through your first few days
and weeks at Berkshire Hathaway HomeServices how to market yourself
Chicago. Within the following pages you’ll discover In this section you'll become familiar with
everything you need to get your real estate the tools and resources that will support
practice up and running quickly and smoothly. your business. Be prepared to tour our
Whether you are a seasoned agent or a new comprehensive technology suite, including
licensee, your LaunchPad will empower you with our Cabernet Corner company intranet,
tools and resources that help you work smarter, your customizable agent website, and our
save time and generate business. sophisticated ecard system. This section
will also introduce you to popular Elevate U
The LaunchPad is divided into three sections: training programs and the wide variety of print
and digital marketing materials available.
SECTION ONE | READY
SECTION THREE | GO
day one and meet your team
This section acquaints you with every facet of you got this...
your branch office. You’ll meet your branch office With the basics under your belt, it’s time to
leader-ship and administrative staff, set up your focus on generating business and managing
personal computer and other devices, and learn transactions. The third and final section of the
about our im-portant safety protocol. Your branch LaunchPad discusses transaction-specific
office administrator will also coordinate your new tools, prepares you for a one-on-one Business
email address and phone number, and process Planning session with your Branch Manager,
your paperwork with IDFPR, the MLS and your local and provides a general overview of the typical
real estate board. documentation and procedures required of all
Broker Associates when working with sellers,
buyers, landlords and tenants.
Turn the page to launch your magnificent career
at Berkshire Hathaway HomeServices Chicago.
We look forward to celebrating your successes
throughout your first weeks and beyond.
Ready...Set...Go!



QUICK REFERENCE GUIDE Office Procedures

FRONT DESK OFFICE REGIONAL MARKETING
COORDINATOR COORDINATOR

Katie Collins 847.964.1503 Sonia Mayol 847.510.5000
[email protected] [email protected]
[email protected] [email protected]

■ Direct incoming calls ■ Sign maintenance ■ In-house marketing ■ Statistics
■ MLS listing input ■ Escrow deposits ■ E-blasts ■ Business Marketing Strategies
■ Status changes ■ Form maintenance ■ Custom ads & brochures ■ Special Marketing Requests
■ Open House/Broker Tour ■ Sign Rider maintenance
■ Photo upload ■ Supply ordering
■ Copy changes

ADMINISTRATIVE MANAGER OFFICE DEADLINES
& FINANCE COORDINATOR
■ New Listing: Daily by 3:00pm
Jill Egan 847.964.1502 ■ Fed Ex Pick-up: Daily by 3:00pm
[email protected] ■ Mail: Daily by NOON
[email protected] ■ AR Payments: Checks due by the 10th otherwise

credit card will be charged by mid-month

■ Accounts Payable ■ Direct incoming calls OFFICE TURN-AROUND TIMES
■ Worksheet coordinator ■ MLS listing input
■ Escrow deposits ■ Status changes ■ Design/Marketing 24-48 hours for proof
■ Closing packet ordering ■ Photo upload ■ Commission checks: will arrive in approximately 3 business days
■ Closing/commission checks ■ Copy changes
■ A/R coordination

OFFICE HOURS

Monday - Friday
9am - 5pm

AGENT SAFETY Day One

Make a commitment to REALTOR® safety in the SAFETY APPS
office and the field. Participate in all safety training
events and consult the resources below for Open houses can be a great sales tool – but
important safety tips. hosting one also exposes you to numerous
■ Berkshire Hathaway HomeServices Chicago unfamiliar people for the first time. Protect
yourself and let others know where you are
Broker Associate Policy & Procedure Manual while on showings.
(CabernetCorner.com > Resources)
■ N ational Association of Realtors®: Homesnap Safety Timer
www.realtor.org/topics/realtor-safety homesnap.com/pro/safety
■ I llinois Association of Realtors®: Lifeline Response
www.illinoisrealtor.org/safety llresponse.com
PROtect
YOUR SAFETY IN THE FIELD myprotectapp.com/nar-member
Safe Showing
RED FILE PROCEDURE safeshowing.com
If you find yourself in a situation in which you need Forewarn
immediate assistance, call 911. forewarn.com/our-solutions
In other situations, during office hours, contact your Ora
office at _____________________, give the receptionist oraforyou.com
your name and ask for the “Red File” on the Prop Lock
property at which you are located. The operator theproplock.com
will proceed to ask you questions along the lines of: V. Alrt
Do you want me to call 9-1-1 right now? vsnmobil.com/products/v-alrt
Have you been hurt?
Do you want me to send someone over to help?
Is the property address _____________________?

HELPFUL CONTACTS

If you have any questions, please direct your Cloud CMA [email protected]
inquiries to the appropriate contact below: HomeSnap
800.431.5509 | [email protected]
MoxiWorks 206.388.4789 | [email protected] VHT 800.790.8687 x741 | [email protected]
Spacio [email protected] Vis-home 877.847.8077
Videolicious [email protected] Sign Installation Contact your Office Admin
Cabernet Corner CabernetCorner.com Sign Products CabernetCorner.com – select
ElevateU [email protected] “Order Sign Products” under “Sign Management”
Career Info [email protected] in the “Marketing” menu
PAM - Premier Agent Marketing For assistance by phone, call 800.373.5330
[email protected] Partnership for Growth Program
Help CabernetCorner.com – CabernetCorner.com – select “Partnership for Growth
select Help from the home screen Rewards” from the “Learning & Benefits” menu
Email Login into Cabernet Corner and IDFPR – Illinois Department of Financial
click the “Email” link and Professional Regulation
Business Development 800.336.7713 800.560.6420
BHHS Support for Marketing Resource [email protected] | idfpr.com
855.422.9052 MRED (Midwest Real Estate Data) Helpline
HomeServices Insurance 847.853.5300 630.955.2755 | [email protected],
Fort Dearborn Title 847.853.6000 [email protected]
Prosperity Home Mortgage 847.853.6655 CAR - Chicago Association of Realtors 312.803.4900 |
Chicago Tribune/Pioneer Press ChicagoRealtor.com
312.222.8688 | [email protected] MORe - Mainstreet Organization of Realtors
Xpress Docs Mark Swindell, 630.324.8400 | SucceedWithMORe.com
817.870.4601 x277 | [email protected] NSBAR – North Shore Barrington
Realtor.com® Association of Realtors: 847.480.7177 | nsbar.org
800.878.4166 | [email protected] OPAAR 708.384.0150 | oakparkrealtors.com
GNIAR 219.795.3600
SWMAR 269.983.6375

AGENT INFORMATION

Direct Office Line:
MLS Agent ID:
MLS Office ID:
State License #:
NRDS #:
Next License Renewal Date:
Local Board:
Next Local Board Renewal Dates:
Other:
Other:
Other:

PASSWORD LOG

RESOURCE USER ID PASSWORD

CabernetCorner.com
Email + Moxi
BHHS Resource Center
rDesk + DocuAgent
InTouch
LiveChat
ConnectMLS
L2L
Spacio
Instagram
Facebook
YouTube
Videolicious

EMAIL

As a Berkshire Hathaway HomeServices Chicago Broker Associate you have an active @BHHSChicago email
account. Your email can be accessed online, 24/7 by logging into our Microsoft Office 365 portal. Our email will
also work with Microsoft Outlook, Apple Mail and most smart phones and tablets.
(Some configuration is required.)

SUPPORT ACCESS

Our email accounts are protected with Multi- CabernetCorner.com > Homepage > Email
Factor Authentication to ensure both you and or Outlook.Office365.com
your client’s data is secure. Signing into email
on unfamiliar devices will require you to verify User ID:
your identity with either a code from a text
message or a call to your number requiring Password:
your input.
For security purposes, you will be required to
change your email password every 90 days.
Passwords must be unique, cannot contain
your first or last name and should not be
generic in nature. They must be 6 to 12
characters in length and must contain at least
three of the following four items:
Uppercase letter, lowercase letter, number,
special character (ex: @, #, &, *, !)
Three consecutive login attempts with an
incorrect password will lock you out of the
email server for 15 minutes.
If you forget or need to reset your password,
use the “Can’t access your account” link on the
email login page.
For assistance with your email visit
CabernetCorner.com > Help >
Request Help > choose “IT” from drop-down
menu or call 847.853.HELP (4357).

INTOUCH APP ACCESS

InTouch is our company communications platform Your InTouch welcome email will arrive within
that streamlines the way you correspond with the first few days of your affiliation with
colleagues in your branch office and across the our brokerage and will include a link and
entire organization. Quickly and easily broadcast instructions on how to access InTouch from your
information on pre-market listings, important events computer and mobile devices.
and more. InTouch is available 24/7 and is easily
accessible from your computer and mobile devices. User ID:


Password:

SUPPORT

Training is available at CabernetCorner.com >
Learning & Benefits > Training Video Library >
InTouch
For assistance with the InTouch App contact
[email protected]

NOTES

ELEVATE U WHO SHOULD ATTEND
ELEVATE U ASCEND?
ASCEND
1. N ewly licensed brokers will receive
Elevate U is your practical introduction to being a email invitation.
BHHS Chicago real estate broker. We’ll show you
the real-world applications of pre-license concepts 2. N ew-to-the-company brokers (less than
along with best practices for how BHHS Chicago $2m in sales) will receive an email invitation.
tools, programs and partners can help you build
your business. 3. Experienced brokers who want to refresh,
talk to your managing broker.

4. If you have any questions or general
inquiries please contact
[email protected].

WHERE & WHEN?

Online Zoom classroom
Friday mornings

ELEVATE U ASCEND | 2021 CALENDAR

1/1/21 New Year’s Day! No Ascend Class.
1/8/21 Landlord’s & Tenants
1/15/21 Building Your Homeownership Team
1/22/21 A/I to Close
1/29/21 Grow Your Business
2/5/21 Sellers & Pricing
2/12/21 Buyers & Contracts
2/19/21 Landlord’s & Tenants
2/26/21 Building Your Homeownership Team
3/5/21 A/I to Close
3/12/21 Grow Your Business
3/19/21 Sellers & Pricing
3/26/21 Buyers & Contracts
4/2/21 Good Friday. No Ascend Class.
4/9/21 Landlord’s & Tenants
4/16/21 Building Your Homeownership Team
4/23/21 A/I to Close
4/30/21 Grow Your Business
5/7/21 Sellers & Pricing
5/14/21 Buyers & Contracts
5/21/21 Landlord’s & Tenants
5/28/21 Memorial Day Weekend. No Ascend Class.
6/4/21 Building Your Homeownership Team
6/11/21 A/I to Close
6/18/21 Grow Your Business
6/25/21 Sellers & Pricing

ELEVATE U ASCEND | 2021 CALENDAR

7/2/21 July 4th Weekend. No Ascend Class.
7/9/21 Buyers & Contracts
7/16/21 Landlord’s & Tenants
7/23/21 Building Your Homeownership Team
7/30/21 A/I to Close
8/6/21 Grow Your Business
8/13/21 Sellers & Pricing
8/20/21 Buyers & Contracts
8/27/21 Landlord’s & Tenants
9/3/21 Labor Day Weekend. No Ascend Class.
9/10/21 Building Your Homeownership Team
9/17/21 A/I to Close
9/24/21 Grow Your Business
10/1/21 Sellers & Pricing
10/8/21 Buyers & Contracts
10/15/21 Landlord’s & Tenants
10/22/21 Building Your Homeownership Team
10/29/21 A/I to Close
11/5/21 Grow Your Business
11/12/21 Sellers & Pricing
11/19/21 Buyers & Contracts
11/26/21 Thanksgiving Weekend. No Ascend Class.
12/3/21 Landlord’s & Tenants
12/10/21 Building Your Homeownership Team
12/17/21 A/I to Close
12/24/21 Christmas Eve. No Ascend Class.
12/31/21 New Year’s Eve. No Ascend Class.

CABERNET CORNER ACCESS

Cabernet Corner is your online resource for all things User ID:
Berkshire Hathaway HomeServices Chicago. On this
intranet site you can find everything from company Password:
news and event calendars to blank forms and
technical help.
The best way to familiarize yourself with Cabernet
Corner is by simply logging in and looking around. Be
sure to check back every so often, as information is
updated regularly.

SUPPORT

An email invitation to register for Cabernet
Corner will be sent within 48 hours.

A video tutorial is available at
CabernetCorner.com > Learning & Benefits
> Training Video Library > Cabernet Corner.

For assistance with the Cabernet Corner
contact [email protected].

NOTES

TRAINING VIDEO LIBRARY ACCESS

Our online training video library lets you control CabernetCorner.com > Learning & Benefits >
where and when you learn. Training videos include Training Video Library
everything from tech tools to sales skills and are
available 24/7. SUPPORT
New content is added regularly, so check back often.
For assistance with the Training
Video Library contact Elevate U at
[email protected] or 847.853.5010.

NOTES

BHHS RESOURCE CENTER

Industry-leading programs, services and ACCESS
sales tools are at your fingertips in the
online national Resource Center. CabernetCorner.com > Marketing > BHHS Resource Center
Access Marketing Resource, Learn Center,
Seller Advantage and more. User ID:

SUPPORT Password:

Login credentials are emailed
within 48 hours.
Training is available at CabernetCorner.
com > Learning & Benefits > Training Video
Library > BHHS Resource Center.
For assistance with BHHS Resource
Center consult your office administrator or
contact the Help Desk at
[email protected]
or 855.422.9052. Help desk hours are
Mon-Fri 8am-9pm.

NOTES

BHHS LEARN CENTER ACCESS

The national learning portal offers online and virtual CabernetCorner.com > Marketing >
training courses that support your professional growth BHHS Resource Center > Learn Center
and business goals. Resource > Resource Library Tab
Click on the Resource Library tab and access the
library of training videos and course materials to SUPPORT
enhance your learning experience.
A video tutorial is available at
CabernetCorner.com > Learning & Benefits >
Training Video Library > BHHS Learn Center.
For assistance with Learn Center
contact the BHHS Help Desk at
[email protected] or
855.422.9052. Help desk hours are
Mon-Fri 8am-9pm.

NOTES

HOMEOWNERSHIP SERVICES

Our extraordinary homeownership service providers ensure smooth transactions and convenient one-stop
shopping for your clients. As part of the Berkshire Hathaway HomeServices Chicago value proposition,
confidently recommend our mortgage, title and insurance services to your clients.

Prosperity Home Mortgage, LLC, is a full service
mortgage banker specializing in residential and
refinance loans. Prosperity Home Mortgage offers
a wide range of mortgage products, including
fixed and adjustable rate mortgages, jumbo loans,
Federal Housing Administration (FHA), Veterans
Affairs (VA) loans, and renovation financing.

Fort Dearborn Title is a full-service title and closing
company. Agents enjoy closings at company
offices, commission checks at the closing table and
the convenience of being in contact throughout
the entire transaction. 847.853.6000

HomeServices Insurance is a full-service insurance
company with connections to the leading carriers
and product lines for Homeowner, Automobile,
Personal Umbrella, Landlord, Commercial coverage
and much more. 847.853.5300

NOTES

AGENT BENEFITS YOUR LOCAL REP

Helping you protect Jaclyn Unger
your INCOME, your
HEALTH and your FUTURE P 224.554.8056
E [email protected]
Our Agent Benefits Program, offered by Dergalis
Associates, provides you with easy access to insurance
and other financial products and services through financial
professionals.
Dergalis Associates is comprised of a team of professionals
focusing on financial services, health insurance and benefit
administration. The team works together to help you create
customized financial strategies and benefit plans.

AgentBenefits.net/BHHSKChicago

PPG 90744 (3/14) (Exp. 3/16) Securities offered through AXA Advisors, LLC (212-314-4600), member
FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance
agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance
Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. All group life,
disability income, health, dental and vision insurance coverage is offered entirely outside of AXA
Network, LLC, AXA Network Insurance Agency of California, LLC, AXA Network Insurance Agency of
Utah, LLC or any of their affiliates. AXA Advisors and its affiliates do not provide tax or legal advice.
The Retirement Savings Plan is not an employer-sponsored qualified retirement plan. Individuals
may transact business and/or respond to inquiries only in state(s) in which they are properly
registered and/or licensed. The information in this web site is not investment or securities advice
and does not constitute an offer. Dergalis Associates is not a registered investment advisor and is
not owned or operated by AXA Advisors or AXA Network. PPG 90744 (3/14) (Exp. 3/16)

NOTES

AGENT DISCOUNT PROGRAM

Agents of HomeServices of America COMPUTER + PHONE
companies have access to a variety of HEWLETT PACKARD (HP)
discount programs through affiliations
with our vendors. Summaries of these Receive up to a 10% discount on HP consumer products.
discounts with information on how to These discounts combine with HP’s ongoing promotions
utilize them are listed below. including rebates and sale pricing, for an average savings
of 20-30% or more on HP’s most popular PC’s, printer,
MISCELLANEOUS and more! To begin saving, go to www.hpdirect.com/
ECP ASSOCIATES homeservices and enter your work email address, password
of your choice, name and company code: EP13769.
EC Purchasing provides discounts on
computers, electronics, gifts, office US CELLULAR
supplies, hotels, wireless and other
services. Visit http://employeediscounts. Visit uscellular.com/partner and use your company email
ecpurchasing.com for complete details. address to validate employment. Eligible to receive up
Use your company e-mail address to to 15% off.
create an account.
AT&T

Visit att.com/wireless/HomeSvcsOfAmerica, an AT&T store,
or call 888-444-4410 to receive a 22% discount on qualified
plans/devices. Use company code: FAN # 2938913.

VERIZON WIRELESS

Employees and agents can receive a 20% discount on
monthly access fee on qualifying voice plans with a
monthly access fee of $34.99 or higher and 25% discount
on select wireless devices and accessories. Visit www.
verizonwireless.com/discounts for more details.

* Terms and conditions may apply. Discounts are not guaranteed
and may change without notice.



AGENT WEBSITES ACCESS

Your agent website provides a gorgeous online focal To edit your webpage: BHHSChicago.com
point for consumers. Property search has all the robust > Scroll to bottom of page > Agent Access
features of the BHHSChicago.com site, including
registration and saved searches. SUPPORT
Feature-rich pages support images and video, and
include flexible options for customization and building Video tutorials are available at
out content. CabernetCorner.com > Learning & Benefits
> Training Video Library > Marketing Vendor
Videos > Reliance Website
For assistance with Agent Websites
contact your Branch Office
Field Marketing Administration.

NOTES

BHHS MARKETING RESOURCE

Our world-class eCard system will streamline your ACCESS
marketing plans. The Berkshire Hathaway HomeServices
Marketing Resource is your very own marketing assistant. CabernetCorner.com > Marketing >
Create, personalize and share powerful, eye-catching BHHS Resource Center > Marketing Resource
communications in just minutes.
TEMPLATE LIBRARY SUPPORT
MLS INTEGRATION
VIDEO OPTIONS Video tutorials are available at
PRINT-ON-DEMAND OPTIONS CabernetCorner.com > Learning & Benefits
TEAM SUPPORT > Training Video Library > BHHS Marketing
Resource Center and via BHHS Marketing
Resource Center > Help
Online classes are available at BHHS
Resource Center > Learn Center >
Event Calendar
For assistance with Marketing Resource
contact the BHHS Help Desk at
[email protected] or
855.422.9052. Help desk hours are
Mon-Fri 8am-9pm.

NOTES

HOMESNAP APP

Our mobile app allows consumers to easily search for ACCESS
properties from their smart phone and iPad. A unique
version of the app is available for every sales associate. Download the HomeSnap app from the App
In your app, you are the contact for all property inquires. Store. Launch and tap I’M A REAL ESTATE
Consumers can reach you by either phone or email. The AGENT. Allow location access, and select
leads from your mobile app are sent directly to you. MRED as your MLS. Search for your name,
and follow the instructions to complete the
verification process.
To invite clients to your app, click on the ME
icon, and then use the INVITE CLIENTS button.
And within a week, your dowload page link
will be added to your Agent Website.

SUPPORT

For assistance with your mobile app contact
[email protected].

NOTES

MOXI ENGAGE SUPPORT

MoxiEngage is a customer relationship Getting Started videos for the Moxi CRM and
management (CRM) tool, used to help agent’s CMA tools are available at CabernetCorner.com >
manage their workflow, leverage property data Learning & Benefits > Training Video Library >
and encourage long-term lead nurturing. Moxi CRM and CMA
The customizable Moxi sales flow makes it easy to Contact [email protected] for assistance
stay in front of your sphere, nurture your leads and with accessing your account.
develop strong, long-term relationships using the
task lists.
The Moxi dashboard is built to drive business
growth. The agent sets an annual goal and the
system leverages MLS data to provide agent’s a
real-time snapshot of their business.

ACCESS

Click the MOXI button in Cabernet Corner.
Single Sign On is enabled through Microsoft
authentication. You may be prompted to log in to
your Exchange email account the first time that
you access Moxi.

NOTES

MOXI NEIGHBORHOOD NEWS

Neighborhood News is an automated monthly
market update, providing relevant house market
statistics by zip code. Agents can sign-up their
clients to receive this interactive report to stay
current on the market activity in their neighborhood.

ACCESS

Click the MOXI button in Cabernet Corner. Single Sign
On is enabled through Microsoft authentication. You
may be prompted to log in to your Exchange email
account the first time that you access Moxi.

SUPPORT

Getting Started videos for the Moxi CRM and
CMA tools are available at CabernetCorner.com >
Learning & Benefits > Training Video Library > Moxi
CRM and CMA
Contact [email protected] for assistance
with accessing your account.

NOTES

MOXI PRESENT

MoxiPresent is a comparative market analysis (CMA)
tool, used to create dynamic digital presentations,
including CMA’s, listing presentations, buyer tours
and more.
MoxiPresent integrates with the MLS, so all
presentations automatically update with the
most accurate listing information even after the
presentation is sent to a client.
All presentations are completely interactive, allowing
the client to click to learn more about a comparable
property, view photos and video, and provide buyer
tour comments and ratings.

ACCESS

Click the MOXI button in Cabernet Corner. Single
Sign On is enabled through Microsoft authentication.
You may be prompted to log in to your Exchange
email account the first time that you access Moxi.

SUPPORT

Getting Started videos for the Moxi CRM and
CMA tools are available at CabernetCorner.com >
Learning & Benefits > Training Video Library > Moxi
CRM and CMA
Contact [email protected] for assistance
with accessing your account.

CLOUD CMA ACCESS

With CloudCMA you can easily create CloudCMA is available in your ConnectMLS
customizable report sets for Buyer Tours, account. From your MLS dashboard click
Single Property Reports or Seller Presentations CloudCMA in the bottom right Tools menu.
complete with CMA pages.
MLS integration makes it easy to create reports SUPPORT
that can be printed and bound with a formal
presentation, or sent via email from your Account settings must display your
computer or mobile device. @BHHSChicago email address, and company
must be “Koenig Rubloff”.
Video tutorials are available at
CabernetCorner.com > Learning & Benefits >
Training Video Library > CloudCMA and via the
CloudCMA Help tab
For assistance with the CloudCMA contact
[email protected].

NOTES

HOMEMAPS Win listings and educate potential buyers
and tenants on neighborhood amenities
NOTES with the HomeMap.
Available 24/7 from Cabernet Corner,
simply enter an address, select the desired
items to include, and print a map and
resource list that is branded to you.

ACCESS

Cabernet Corner > Marketing > HomeMap

SUPPORT

For assistance with HomeMap contact
[email protected].

PAPERLESS PRESENTATIONS

Digital presentations offer the ultimate ACCESS
convenience for tablet and onscreen client
consultations. The Power Point slide deck allows Digital Magazine: Presentation.com
for personalization. Both versions are accessible or CabernetCorner.com > Marketing > Digital
anytime via an Internet connection. Presentations
Customizable Power Point: CabernetCorner.com
> Resources > Document Library > Search Buyer/
Seller Presentation

SUPPORT

A video tutorial is available at CabernetCorner.com
> Learning & Benefits > Training Video Library >
Paperless Presentations
For assistance with Paperless Presentations
contact [email protected].

NOTES

HOT SHEETS & WEEKLY OPEN HOUSE LISTS

Daily hotsheets of new listings and price
changes arrive in your email inbox nightly.
Weekly open house lists are emailed each
Friday evening and help you navigate the city
and suburban opens for your clients.

ACCESS

Hotsheets and Open House Lists arrive
in your email inbox automatically. No
registration is needed.

SUPPORT

For assistance with Hot Sheets and Open
House Lists contact [email protected].

NOTES

LUXURY COLLECTION

Our luxury marketing program caters to SUPPORT
an elite audience of upper bracket buyers
and sellers. These exquisite residences For assistance with the Luxury Collection marketing
require expertise and excellence that program contact [email protected].
is specific to luxury real estate. In
association with the Berkshire Hathaway
HomeServices network, Luxury Collection
provides a compelling brand with an
incredible turnkey marketing suite.
Enrollment in the program is at the
discretion of the agent for residences
offered at $1 million or more ($800,000 in
the Western Suburbs).

ACCESS

Luxury Collection materials are available
in all branch offices.
Cabernet Corner > Marketing > Digital
Presentations > Luxury Presentation

DEVELOPMENT & NEW HOMES

Berkshire Hathaway HomeServices Chicago has a ACCESS
wealth of expertise and experience in marketing
new construction projects of all sizes, from the heart Development and New Homes materials
of the city to subdivided estates in the suburbs. We are available in all branch offices.
build upon the foundation of our comprehensive
property marketing programs, and develop an SUPPORT
advertising and marketing plan that contains a
unique formula for the success of each project. For assistance with the Development and
We provide support from the first days that you New Homes marketing program contact Sara
are pursuing development business, and will McKitrick at [email protected].
help create a winning strategy for your initial
presentation and proposal.

NOTES





SELLER REPRESENTATION AT TIME OF CONTRACT

Below is a general overview of the typical Submit the following items promptly upon
documentation and procedures required of all receipt of an executed contract:
Broker Associates when working with a seller ■ Copy of purchase contract signed by
client. Please refer to the Broker Associate Policy
Manual for additional information on seller all parties
representation and document retention, and • Copy of all applicable property disclosures
consult your office administrator for complete
transaction procedure details. signed by all parties
• C opies of any/all riders and addendums to the
AT TIME OF LISTING
contract signed by all parties, when applicable
The following completed/signed forms must be • I nitial earnest money check (and any
submitted before listing will be entered into the MLS:
■ Exclusive Listing Agreement subsequent earnest money payments as
■ A ffiliated Business Arrangement Disclosure they occur)
■ Anti-Fraud Disclosure • W 9 completed by buyer (when buyer requests
■ Disclosure and Consent to Dual Agency interest-bearing account)
■ IAR® Residential Real Property Report • Sales Worksheet
■ IAR® Lead-Based Paint Disclosure (for residential Please notify your office administrator of any future
changes to the terms of the contract, including
properties built before 1978) changes in price, commission rate, closing date
■ IAR® Disclosure of Information on Radon Hazards and contract cancellation. For your convenience,
you may submit you sale electronically using the
(residential properties on 3rd floor or higher Online Transaction Reporting portal located at
are exempt) CabernetCorner.com.
■ MLS Input Sheet
■ A pplication for Heat/Energy Disclosure AT TIME OF CLOSING
(City of Chicago only)
■ Sign Installation Order Form (hard copy or complete Submit the following items promptly after
online form at CabernetCorner.com) closing to begin commission payment process:
■ C opy of HUD-1 closing statement
■ Commission check, when applicable
■ B uyer/Seller HUD-1 form
■ R ecruit Rewards form

(if recommending co-op agent for hire and
co-op agent has agreed to be contacted by
Managing Broker
■ Consider closing gift donation to Kindness
Foundation (elect on bottom of Sales Worksheet)

BUYER REPRESENTATION AT TIME OF CONTRACT

Below is a general overview of the typical Submit the following items promptly upon
documentation and procedures required of all receipt of an executed contract:
Broker Associates when working with a buyer ■ C opy of purchase contract signed by
client. Please refer to the Broker Associate Policy
Manual for additional information on buyer all parties
representation and document retention, and ■ C opy of all applicable property disclosures
consult your office administrator for complete
transaction procedure details. signed by all parties
■ C opy of any/all riders and addendums to the
AT ONSET OF AGENCY RELATIONSHIP
contract signed by all parties, when applicable
The following forms must be completed and ■ Copy of initial earnest money check (and copy
submitted to your office as soon as you establish an
agency relationship with a buyer client: of any subsequent earnest money payments
■ Exclusive or Non Exclusive Buyer Representation as they occur)
■ W 9 completed by buyer (when buyer requests
Agreement (or Designated Agency Disclosure and interest-bearing account)
Fair Housing Brochure) ■ Sales Worksheet
■ A ffiliated Business Arrangement Disclosure Please notify your office administrator of any future
■ Anti-Fraud Disclosure changes to the terms of the contract, including
■ Disclosure and Consent to Dual Agency changes in price, commission rate, closing date
■ R etainer check, if applicable and contract cancellation. For your convenience,
you may submit you sale electronically using the
Online Transaction Reporting portal located at
CabernetCorner.com.

AT TIME OF CLOSING

Submit the following items promptly after
closing to begin commission payment process:
■ Copy of HUD-1 closing statement
■ Commission check, when applicable
■ Buyer/Seller HUD-1 form
■ Recruit Rewards form (if recommending co-op

agent for hire to and co-op agent has agreed
to be contacted by Managing Broker)
■ C onsider closing gift donation to Kindness
Foundation (elect on bottom of Kindness
Sales Worksheet)

LANDLORD REPRESENTATION

Below is a general overview of the typical AT TIME OF LEASE SIGNING
documentation and procedures required of all
Broker Associates when working with a landlord Submit the following items promptly upon
client. Please refer to the Broker Associate Policy receipt of an executed lease:
Manual for additional information on landlord ■ C opy of lease signed by all parties
representation and document retention, and ■ C opy of all applicable property disclosures
consult your office administrator for complete
transaction procedure details. signed by all parties
■ C opies of any/all riders and addendums to the
AT TIME OF LISTING
lease signed by all parties, when applicable
The following completed/signed forms must be ■ C opy of security deposit check,
submitted before listing will be entered into the MLS:
■ Exclusive Rental Listing Agreement when applicable
■ Affiliated Business Arrangement Disclosure ■ Landlord Receipt to Tenant for Security
■ Anti-Fraud Disclosure
■ Disclosure and Consent to Dual Agency Deposit (if landlord collects a security deposit)
■ IAR® Lead-Based Paint Disclosure for Rental ■ Commission check made payable to Berkshire

Properties (for residential properties built before 1978) Hathaway HomeServices Chicago
■ IAR® Disclosure of Information on Radon Hazards (may be paid by landlord or tenant or
combination thereof)
for Rental Properties (when landlord is aware of ■ Landlord/Tenant First Month’s Rent Agreement,
elevated levels of radon) when applicable Adverse Action Notice, when
■ M LS Input Sheet applicable
■ S ign Installation Order Form (hard copy or complete ■ R ental Worksheet
online form at CabernetCorner.com) ■ R ecruit Rewards form
(if recommending co-op agent for hire and
co-op agent has agreed to be contacted by a
Managing Broker)
■ Consider closing gift donation to Kindness
Foundation (elect on bottom of Sales Worksheet)
Please notify your office administrator of any future
changes to the terms of the lease, including changes
in rental amount, commission rate, lease start date
and lease cancellation. For your convenience,
you may submit you lease electronically using the
Online Transaction Reporting portal located at
CabernetCorner.com.

TENANT REPRESENTATION AT TIME OF LEASE SIGNING

Below is a general overview of the typical Submit the following items promptly upon
documentation and procedures required of all receipt of an executed lease:
Broker Associates when working with a tenant ■ Copy of lease signed by all parties
client. Please refer to the Broker Associate Policy ■ C opy of all applicable property disclosures
Manual for additional information on tenant
representation and document retention, and signed by all parties
consult your office administrator for complete ■ Copies of any/all riders and addendums to the
transaction procedure details.
lease signed by all parties, when applicable
AT ONSET OF AGENCY RELATIONSHIP ■ Copy of security deposit check
■ C opy of first month’s rent check
The following forms must be completed and ■ Rental Worksheet
submitted to your office as soon as you establish an ■ Recruit Rewards form
agency relationship with a tenant client:
■ Exclusive or Non Exclusive Tenant Representation (if recommending co-op agent for hire to and
co-op agent has agreed to be contacted by a
Agreement (or Designated Agency Disclosure and Managing Broker)
Fair Housing Brochure) ■ Consider closing gift donation to Kindness
■ A ffiliated Business Arrangement Disclosure Foundation (elect on bottom of Sales Worksheet)
■ Anti-Fraud Disclosure Please notify your office administrator of any future
■ D isclosure and Consent to Dual Agency changes to the terms of the lease, including changes
■ Retainer check, if applicable in rental amount, commission rate, lease start date
and lease cancellation. For your convenience,
you may submit you lease electronically using the
Online Transaction Reporting portal located at
CabernetCorner.com.

SPACIO

This industry-leading digital open
house lead generation platform
is complimentary for all agents! It
automatically integrates with your
MoxiWorks Engage CRM. All of your open
house registrants will populate in your
Engage CRM. You can then categorize
them, start a marketing plan, set them
up for neighborhood news and listing
announcement subscriptions, connect
with them on social media and add them
to BHHS Marketing Resource using the
single sign-on function of MoxiWorks.

ACCESS

To activate your account visit
Spac.io/claimemail
Spacio Training Webinars – Every Tuesday
and Thursday at 10am and 1pm - spacio.
easywebinar.live/event-registration-7
Spacio Video Tutorial Library - spac.io/
tutorials/

SUPPORT

Spacio support team at
[email protected] is live 7 days a week
Check with your manager for details
on office training opportunities.

CURBIO AFTER
BEFORE
A Curbio renovation gets your home ready
to sell without upfront costs and long project
times. Created for real estate, they work with
you and your agent. And homeowners don’t
pay until closing. Curbio’s turnkey service
transforms your property into the move-in
ready home that buyers want. A curated
portfolio of contractors and readily available
high-quality materials means that projects
are completed in weeks not months.
When you’re ready to sell - ask your Berkshire
Hathaway HomeServices Chicago agent to
call Curbio.

Renovate Now, Pay When You Sell

NOTES

DOCUAGENT ACCESS

The digital forms solution will simplify the way you do CabernetCorner.com > Marketing
business, saving you time and adding a new layer of > DocuAgent
client services. Fill out commonly-used transaction
forms for buyers, sellers, landlords and tenants. SUPPORT
The program is accessible from PCs, Macs, iPads
and tablets. Basic information auto -feeds from the Video tutorials are available at
contact control sheet into forms, as applicable. Use CabernetCorner.com > Learning & Benefits >
with single forms, or work in express packets based Training Video Library > DocuAgent.
on transaction type. A user guide is available at
Completed forms can be printed or emailed, and CabernetCorner.com > Resources >
signed electronically. Document Library > Search for DocuAgent
Training Materials > DocuAgent User Guide.
For assistance with the DocuAgent contact
[email protected].

NOTES

LISTING 2 LEASING ACCESS

Our online Lease & Credit Application Service provides CabernetCorner.com > Transactions
a quick and secure way for potential tenants to > Listing2Leasing
complete the application process. It combines the
lease application and credit check application into SUPPORT
one, easy-to-use, online form. Consult the Cabernet
Corner Listing2Leasing Application page for quick Login to the platform at www.listing2leasing.
links, a training video and more information. com with your email address and change the
password in Settings to a password that can
be remembered and difficult for someone to
guess.
Setting up a new rental transaction only takes
a minute. Applicants can apply through a link
which is provided once the rental is setup.
Watch a two minute explainer video for
additional guidance. Consult the Cabernet
Corner Listing2Leasing Application page for
links to the application and portal, training
video, user guide, and more.

NOTES

COMPLIMENTARY EDGE REPORT

This automated report gives you and your seller
insight into buyer viewing activity from several
local and national websites: Realtor.com,
Zillow, Trulia, ChicagoTribune.com and our own
BHHSChicago.com website. InSite Reports are
delivered to your inbox every Wednesday and
are suitable for forwarding to your sellers.

ACCESS

An Edge Report for each active listing is emailed
to you on Wednesday. The individual reports are
suitable for forwarding to your sellers. The agent
summary report gives you an online activity
snapshot of your entire active inventory, and is
meant for agent use only.

SUPPORT

For assistance with the Edge Report contact
[email protected].

NOTES

EDGE + REPORT

edge+ report The Edge+ Report lists the current ad history
for a specific property. If downloaded as a PDF
PROPERTY INFORMATION AGENT INFORMATION document, sellers and listings agents can see
the date each specific ad was run, and they
1140 Asbury Ave Suzie Agent can click the live link to view the advertisement
Evanston, IL 60202 123-456-7890 as it was printed.
$899,999 sagent@koenigrublo .com
MLS# ACTV - 10507806 ACCESS
1140AsburyAve.KoenigRublo .com
Listed: 9/5/19 Log into DBA (DataBased Ads). Open the specific
listing. Click the ‘Online Tools’ tab. Scroll down to
YOUR PROPERTY WAS JUST ADVERTISED... “Edge+ Report” and click Retrieve.

1140 Asbury Ave, Evanston IL 60202 SUPPORT

Date Ad history For assistance with the Edge+ Report contact
[email protected].
11/3/19 Sunday Trib N Full Page Picture
10/17/19 Evanston Review - 12 Picture
9/19/19 Evanston Review - 12 Picture

NOTES

LISTING BROCHURES SUPPORT

Just Listed homes receive a set of four-page, full-color For assistance with the Complimentary Listing
brochures printed on high-quality, coated paper. Flyers contact your office administrator.

ACCESS

Flyers are created within 24-48 hours of listings being
entered in the MLS. Your office administrator will notify
you when your flyers are ready for pickup.

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tristique iaculis velit. In hac habitasse platea dictumst. Cras in porttitor felis.
WINNETKA, ILLINOIS 60093 Donec sagittis est vitae dolor rutrum placerat. Integer vestibulum ornare mauris
at blandit.Fuga. Oluptat est, et verum acculpa ipis vellame reium, ulpa est ex et
a Berkshire Hathaway affiliate, and a franchisee of BHH quam fuga. Hariam, vel et exerspitiis molum es alitem. Otaqui seditia doluptior
registered service marks of HomeServices of America, Inc.® adi dolor minitaqui in rerorepe pro odi doloribus estem. Nemquis asperem es
essequisqui ullia que venet perum abore vero omnit, quunt. Nis quo que nim
hit aboria quatio volorum, to molo ipit etur, officae cor rae maionsequas il mil
esciur aut exerfer chictemquias es idipic. Lab ium eaquatis et volendaessit que
nobitat empore eos abor rati conet volupti busciur as mo toriam, esentotatur
seriandandio ilitium et modipis.

SUZIE AGENT
847.881.8043
[email protected]
SuzieAgent.KoenigRubloff.com

© BHH Affiliates, LLC. An independently operated subsidiary of HomeServices of America, Inc., a Berkshire Hathaway affiliate, and a franchisee of BHH
Affiliates,LLC. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of HomeServices of America, Inc.®

NOTES