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BROKER ON CALL GRAPHIC + INFO
CONTRACTS MASTERY
Welcome to the Xperience Brokerage Network! We are so happy to have you join our family. Here is some helpful information from the Compliance team to get what you need in order to jump right into production:
Meet the Compliance Team:
At the Xperience Brokerage Network we have a wealth of people who are available to help out. Meet the team! Within the next 30 days please reach out to the Managing Principal Broker for your Market Center and schedule a 1:1 meeting in person or via zoom.
Name & Title:
Contact Information:
Specialization:
Managing Principal Broker:
Tammy Sue Kenworthy
(541) 952-9340
tammysue@kw.com
KW Sunset Corridor
KW Capital City
KW Eugene & Springfield
KW Southern Oregon
Compliance
Documentation
Disputes
Licensing
Contract Questions
Reviewing Principal Broker:
Stacey Coye
(503) 819-1022
stacey.coye@kw.com
KW Sunset Corridor
KW Capital City
Compliance
Documentation
Disputes
Contract Questions
Command Help
Reviewing Principal Broker:
Aaron West
(541) 525-2252
aaronwest@kw.com
KW Eugene & Springfield
KW Southern Oregon
Compliance
Documentation
Disputes
Contract Questions
Command Help
After Hours Compliance Help:
After-hours support is available at 541-242-5156. This is a landline so texts are not possible.
Weekdays 5:00-8:00pm
Weekends 8:00am-8:00pm
There are three levels of compliance issues that come up:
Housekeeping- those things that are just general and minor
Urgent/Time Sensitive Issues
Disputes
We ask that you reach out after hours for only the Urgent/Time Sensitive Issues and Disputes. Please submit Housekeeping general questions during regular business hours.
Verbiage & Pertinent Office Data:
Office Name: Keller Williams Sunset Corridor
Office Address: 1915 NE Stucki Ave, Suite #250, Hillsboro, OR 97006
Office Phone: 503-270-5700
Firm's License Number: 200701083
KWSC Office Specific Email Communication: kwsc-distribution-list@googlegroups.com
Disclosed Limited Agency documents: List Tammy Kenworthy as Principal Broker
RMLS Main office code: KWSC01
Branch Office Codes for Specific Teams: KWSC04, KWSC05, 3KWS01
Manufactured Home #: MSD1033
HUD NAID #: KLLRWL9641
Washington Transactions (for WA licensees):
Washington Office #: 20803
Washington NWMLS #: 5833
Washington Firm's email address: sunsetcorridor@gmail.com
Washington RMLS #: 4KWC01
XBN Policy and Guidelines:
Because every brokerage operates differently please familiarize yourself with our Policies and Guidelines to get you up and running for your business to run at its most successful and in accordance with our expectations.
Link to XBN Policy and Guidelines
Transferring License/Hanging License (PMAR Notification):
New Agent- Register at PMAR.org then get us your NRDS #.
Transferring Agent- Not to worry. Your PB team will notify PMAR of your move and transfer your RMLS for you.
RMLS:
Step #1- Sign up for this service by submitting your NRDS # to your Principal Broker, and we can get you access.
Step #2- You will need to pay to get access to RMLS as well as SentriLock Services. It is billed quarterly. Lockboxes are purchased through them too.
Step #3- Learn how to use their system: RMLS has a wealth of training opportunities. Here is a link to a sample training calendar: https://www.rmlsweb.com/v2/public2/loadfile.asp?id=6775
Branding Marketing Guidelines:
Gone are the days that agents had to submit marketing material to their Principal Broker for approval. What that now means is that violations to the rules are the sole responsibility of the agent. Don’t worry though, we still have your back and want to support you to be compliant so here are some helpful links to guide you as well as a link to our general branding guidelines:
Oregon Secretary of State Administrative Rules: https://secure.sos.state.or.us/oard/viewSingleRule.action?ruleVrsnRsn=275964
NAR Internet Advertising Policy: https://www.nar.realtor/legal/risk-management/nar-internet-advertising-policy
Using the Realtor Mark: https://www.nar.realtor/videos/maintaining-the-realtor-brand-for-the-next-100-years
Logo and Trademark Rules: https://www.nar.realtor/logos-and-trademark-rules
Sign Code and Advertising Rules: https://pmar.org/sign-code-advertising-rules/ (scan to the bottom of that page for the Advertising rules as there are a bunch)
Link to General Branding Guidelines
Forms:
Per Oregon Real Estate Agency's rules, documents must be submitted to the principal broker for review within 3 business days of getting them signed by all parties. Please upload to Command AND submit them continually throughout the transaction.
XBN Forms:
While these forms aren't State required they are best practice forms. Some are required to get paid. Use the link below to find and download for your use, or find them on Command itself. Under Opportunities, go to Documents; any underlined document title takes you directly to it for your reference.
Contract Forms:
Oregon REALTORS® forms are free, once you belong to the association.
OREF forms are copyrighted and cannot be shared. You'll need to create an OREF account to get your forms- they are purchased from OREF
Whichever forms library you choose (Oregon REALTORS® or OREF) : next you will need to select which platform you use Zipforms -or- Skyslope to access them and use them.
Command displays some sample forms. Under Opportunities, go to Documents, any underlined document title takes you directly to it for your reference.
Please make sure you are using the current version of all forms. Stay up to date on mid-year form changes and updates as well as in January. Documents must be current for approval.
Command:
This is an exceptional CRM platform provided to you as part of the Xperience Brokerage Network. It's also required for compliance and getting paid. It comes with a wealth of tools to help your business thrive. Take advantage of all it can do for you!
Here is the link on how to Attach Compliance Documents: https://answers.kw.com/hc/en-us/articles/360034202573
Here is the link on how to Submit Compliance Documents: https://answers.kw.com/hc/en-us/articles/360033741014-Submit-Compliance-Documents-to-Your-Market-Center-for-Approval
TCPA:
Brokerage Logos:
Per Oregon's Real Estate Agency Regulations #863-015-0125 please include your MC logo on any of your marketing information since this is where you hang your license.
Training Times:
With so much change in the real estate world it is imperative that you continue to grow your knowledge. XBN prides itself on having exceptional training and teaching making our agents some of the best in the business. Take advantage of all the opportunities for growth here! Here are just a few of the opportunities that you should plug into:
Weekly Contracts Mastery Class
Monthly All Partner Meeting
Monthly State of the Industry
Daily Dialog Practice
Quarterly Ignite Training classes
Command Mastery Class
Tons of Masterminds!
etc...., etc...., etc....
Washington:
KWSC supports agents who have their Washington License, and is well versed in helping agents on the other side of the river. Please reach out to our Washington Designated Broker, LaTasha Beal, for any and all questions.
Tips to keep in mind:
Upon attaining your Washington License let us know ASAP
All email documentation needs to be cc'd to sunsetcorridor@gmail.com
We have Washington specific forms classes available
Agents who are dual licensed (Oregon & Washington) are supposed to apply for secondary membership with Washington Realtors using the following link: https://wr-secondary-member-application.paperform.co/ This is required for forms access.
RMLS is your primary MLS. Our branch is 4KWC01; address is 2211 E. Mill Plain Blvd., Suite 304, Vancouver, WA 98661
Manufactured Homes:
At XBN we are able to help clients buy and sell Manufactured Homes without land. Yay! They are considered personal property, not real property, so it is a different type of transaction.
Manufactured Homes Without Land
When filling in the form you’ll need to put the market center’s DCBS License/Sublicense #: MSD1033
Here’s a helpful site to go on to find out all the details about where to find the home’s Title: (Registration, Manufacturer, and Serial #) https://aca-oregon.accela.com/OR_MHODS/Default.aspx
There is no such thing as a Preliminary Title Report for manufactured homes without land. Instead, Title issues a Personal Property Search.
Because they are personal property and not real property there are no SPDs, LBP, or FIRPTA forms involved in this type of transaction- so upload in that placeholder in Command a document that says "not required since it is a Manufactured Home without Land."
Not every lender can loan on these properties, so do your research to find those that serve these types of loans.
Use the Manufactured Home Sale Agreement (Without Land) form.
These homes are in Rental Parks so clients pay a monthly fee to have the home located there. Your clients will also need to submit an application for park approval in order to live in that park, and should happen at the beginning of the transaction. The sale is completely dependent on their Park approval.
Sewer scopes can be tricky and some parks are responsible for them, but for others it is the buyer’s responsibility. Do your due diligence and reach out to the park to find out who covers what.
Agent Resources Folder:
For the most up to date information and XBN Agent resources use the following link.
Power Partners:
As a part of XBN you receive discounts from the following partners! Just let them know you are with Xperience Brokerage Network when you reach out for their services.
Check out our Power Partners as well as our Approved Transaction Coordinators!
It’s like drinking from a firehose right now as this email contains a lot of information, so please bookmark this for reference moving forward.
Also, feel free to touch base with either Tammy Sue or Stacey if you have any questions. We are here to help you out!
Happy on-boarding,
Your compliance team
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