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A
                     Your Agent
About   Your Agent
8
8                 Reasons to work
                                       with a REALTOR®
Not all real estate practitioners are REALTORS®.
Here’s why it pays to work with a REALTOR®:

1. Navigate a complicated process.
A knowledgeable expert will help you prepare the best
deal, and avoid delays or costly mistakes.
                                                                                                            6. Someone who speaks the language.
2. Information and opinions.
                                                                                                            If you don’t know a CMA from a PUD, you can
A professional will be able to help you answer these
                                                                                                            understand why it’s important to work with a professional
two important questions: Will the property provide the
                                                                                                            who is immersed in the industry and knows the real
environment I want for a home or investment? Second, will
                                                                                                            estate language.
the property have resale value when I am ready to sell?
                                                                                                            7. Experience.
3. Help finding the best property.
                                                                                                            Most people buy and sell only a few homes in a lifetime,
Sometimes the property you are seeking is available but
                                                                                                            usually with quite a few years in between each purchase.
not actively advertised in the market, and it will take
                                                                                                            Even if you have done it before, laws and regulations
some investigation by your REALTOR® to find all
                                                                                                            change. Realtors®, on the other hand, handle hundreds of
available properties.
                                                                                                            real estate transactions over the course of their career.
4. Negotiating skills.                                                                                      Having an expert on your side is critical.
There are many negotiating factors, including but not
                                                                                                            8. Objective voice.
limited to price, financing, terms, date of possession, and
                                                                                                            For most people, a home is the biggest purchase
inclusion or exclusion of repairs, furnishings, or equipment.
                                                                                                            they’ll ever make. Having a concerned, but objective,
Your agent can advise you as to which investigations and
                                                                                                            third party helps you stay focused on the issues most
inspections are recommended or required.
                                                                                                            important to you.
5. Property marketing power.
Real estate doesn’t sell due to advertising alone. In fact,                                                 Bottom line: Do you have the expertise to sell
a large share of real estate sales comes as the result of a                                                 your home in today’s market?
practitioner’s contacts through previous clients, referrals,                                                A REALTOR® does.
friends, and family.
Portions reprinted from REALTOR® magazine (Realtor.org/realtormag) with permission of the National Association of Realtors®. Copyright 2008. All rights reserved.
How                        I Help You
                                         Sell Your Home




                                                                                                                                                                    H
Not all real estate practitioners are REALTORS®.
Here’s why it pays to work with a REALTOR®:

1. Navigate a complicated process.
A knowledgeable expert will help you prepare the best
deal, and avoid delays or costly mistakes.
                                                                                                            6. Someone who speaks the language.
2. Information and opinions.
                                                                                                            If you don’t know a CMA from a PUD, you can
A professional will be able to help you answer these two
                                                                                                            understand why it’s important to work with a professional
important questions: Will the property provide the
                                                                                                            who is immersed in the industry and knows the real
environment I want for a home or investment? Second, will
                                                                                                            estate language.
the property have resale value when I am ready to sell?
                                                                                                            7. Experience.
3. Help finding the best property.
                                                                                                            Most people buy and sell only a few homes in a lifetime,
Sometimes the property you are seeking is available but
                                                                                                            usually with quite a few years in between each purchase.
not actively advertised in the market, and it will take
                                                                                                            Even if you have done it before, laws and regulations
some investigation by your REALTOR® to find all
                                                                                                            change. Realtors®, on the other hand, handle hundreds of
available properties.
                                                                                                            real estate transactions over the course of their career.
4. Negotiating skills.                                                                                      Having an expert on your side is critical.
There are many negotiating factors, including but not
                                                                                                            8. Objective voice.
limited to price, financing, terms, date of possession, and
                                                                                                            For most people, a home is the biggest purchase
inclusion or exclusion of repairs, furnishings, or equipment.
                                                                                                            they’ll ever make. Having a concerned, but objective,
Your agent can advise you as to which investigations and
                                                                                                            third party helps you stay focused on the issues most
inspections are recommended or required.
                                                                                                            important to you.
5. Property marketing power.
Real estate doesn’t sell due to advertising alone. In fact,                                                 Bottom line: Do you have the expertise to sell
a large share of real estate sales comes as the result of a                                                 your home in today’s market?
practitioner’s contacts through previous clients, referrals,                                                A REALTOR® does.
friends, and family.
Portions reprinted from REALTOR® magazine (Realtor.org/realtormag) with permission of the National Association of Realtors®. Copyright 2008. All rights reserved.
About
        A
                                  Windermere
        Windermere
           Exclusive Properties
Our              Mission
                         Statement




                                                                                                      H
Windermere is a network of real estate businesses       The best from and for Windermere people.
and a community of people who seek trust and mu-
                                                        Our greatest assets are Windermere people–the sales
tual respect in each of our relationships. We serve
                                                        associates, managers, supporting staff and owners
neighborhoods throughout the West and, through
                                                        with whom we hope to sustain mutually satisfying,
our affiliations with related firms, we can link to
                                                        productive and lasting relationships. We place high
neighborhoods and services around the world. We
                                                        priority on their growth, development and job satis-
are committed to:
                                                        faction, and provide all the opportunity for reward
Leadership in the real estate industry.                 commensurate with contributions.
Windermere is committed to being a leader among
                                                        The improvement of life in the
our peer firms. We build and support close-knit
                                                        neighborhoods we serve.
teams. Our wish is to foster teamwork while reserv-
ing the freedom each of us needs to satisfy buyers      We will be personally involved in civic and com-
and sellers and find personal satisfaction.             munity affairs that improve the quality of life in our
                                                        neighborhoods, and will contribute both financial
The highest ethical standards.                          and human resources to achieve these ends.
Uncompromising honesty and integrity.
We will continue to grow while exercising practices
that meet the highest ethical and business standards.
Our                 Philosophy




                                                                                                                H
“Windermere has always emphasized professionalism.              The Best Tools.
Our associates are the primary component to our success         As part of the Windermere network, agents may also
and growth. We‘ve worked very hard over the years to            take advantage of a variety of programs and innovative
build our reputation as a company whose representatives         services including technology, marketing, and education
are fair, honest, knowledgeable and genuinely care about        that they can put to work in their local market. These
their communities.”                                             innovative tools allow them to serve homebuyers and
–Geoff Wood, Chief Executive Officer;                           homesellers in a way that is unique to Windermere.
Windermere Real Estate                                          A Professional Approach.
                                                                Windermere’s structure allows offices to operate
Hire the best people. Give them the best tools.
                                                                independently while retaining the benefits of being
Create a professional approach.
                                                                associated with a respected brand–benefits such as
This founding philosophy of Windermere has been
                                                                advertising buying power, agent benefits and powerful
implemented through the introduction of new programs
                                                                technology tools. At the same time, agents are intimately
that have set industry standards which have given
                                                                familiar with their local communities, allowing them to
agents the knowledge they need to meet the needs of
                                                                provide knowledgeable and high-caliber real estate
buyers and sellers.
                                                                services tailored to the client’s needs.
The Best People.
Windermere’s sales force is the company’s greatest asset.
Windermere’s associates include experts in all areas of
real estate. While residential real estate is the mainstay of
its business, Windermere has partners who specialize in
relocation, financing, insurance, escrow and new homes.
6
6          Cornerstones
                        of Windermere
The Windermere mark is our historic symbol used in
conjunction with the Windermere name. Together, they
comprise the Windermere logo.

The tree in the center of the mark represents Windermere
as a living, vital organization that is committed to serving
individual neighborhoods through its branch system.
                                                               The Network:
The two brackets on the left and right surrounding the         Local offices with a global reach. We are high tech
tree join together to create a diamond, symbolizing our        people with high touch service.
commitment to quality customer service. Windermere’s
                                                               Community:
unity and strong network are also represented by the
                                                               We are a collection of interesting, passionate, committed
two individual brackets joining together to become one
                                                               people who truly believe in building vibrant and livable
strong, unified structure.
                                                               communities.
The points of the diamond depict Windermere as an
                                                               Tools & Resources:
innovative industry-leader focused on the future.
                                                               We don’t just try new tools, we are leaders in the techno-
Quality Business Practices:                                    logical revolution of real estate practices.
We conduct business as caring professionals. Our
ethics are higher than board rules require and our service
is infused with courtesy and integrity.

Standards of Practice:                                                                    Standards of
Our standards are built on trust and respect. Expect                            Quality     Practice

value and honesty in a Windermere real estate agent.

Full Service:
                                                                                       The
From financing to escrow, our team can take care of all        Network              Windermere              Full Service
your real estate needs.                                                                Way




                                                                              Community     Tools &
                                                                                           Resources
The               Leading Regional
         Real Estate Brand in the West




                                                                                                                                                                                  T
 We’ve once again been honored by a prestigious industry organization. REAL Trends has ranked
 us as the largest regional real estate brand in the western United States.*
 Windermere Real Estate is the leading residential real estate network in the West and serves
 neighborhoods in Arizona, California, Hawaii, Idaho, Montana, Nevada, Oregon, Utah,
 Wyoming, Washington and British Columbia.
 *From The REAL Trends 500 Report “The Largest Regional Brands in the Country,” May 2008.




Windermere at a glance:
• Established                         1972

• Number of offices                   375

• Number of agents                    8,273

• Total sales volume                  $31,860,630,014




                       Portions reprinted from REALTOR® magazine (Realtor.org/realtormag) with permission of the National Association of Realtors®. Copyright 2008. All rights reserved.
About           Windermere
                  Exclusive Properties




                                                           A
Windermere Exclusive Properties
• Established            April 1, 2001

• Number of agents       more than 400

• Number of offices      8




                                         ...a�d gro�i�g.
Offi�             Locations

At Windermere, one key fits every office. We can
meet in any one of our convenient, high tech
business centers.




                                                                                                      O
Carlsbad Village Windermere        Escondido Windermere                Rancho Bernardo Windermere
355 Carlsbad Village Drive,        100 South Escondido Blvd.,          16890 Bernardo Center Drive,
Carlsbad, CA 92008                 Escondido, CA 92025                 San Diego CA 92128
Phone: 760-434-4340                Phone: 760-291-1000                 Phone: 858-487-2002
Fax: 760-730-3191                  Fax: 760-746-8696                   Fax: 858-675-9690

Carlsbad Faire Windermere          Rancho Santa Fe /                   Solana Beach / Del Mar
300 Carlsbad Village Drive,        Fairbanks Ranch Windermere          125 East Lomas Santa Fe,
Carlsbad, CA 92008                 Address: 16236 San Dieguito Road,   Solana Beach, CA 92075
Phone: 760-729-2900                Rancho Santa Fe, CA 92067           Phone: 858-523-9252
Fax: 760-729-6762                  Phone: 858-756-2865                 Fax: 858-523-0757
                                   Fax: 858-756-2872
Carmel Valley /
 La Jolla Windermere               La Costa / Encinitas Windermere
11155 East Ocean Air Drive,        1905 Calle Barcelona, Suite 230,
San Diego, CA 92130                Carlsbad, CA 92009
Phone: 858-436-3260                Phone: 760-931-6111
Fax: 858-436-3265                  Fax: 760-931-1026
Windermere                    San Diego




                                                   W
There are nearly 500 Windermere agents in
San Diego. We work together, attend caravans
together and hold special networking meetings to
better serve our clients.
Get         Connected




                                                  G
With 400 offices and 9000 agents through out
the West Coast, Windermere agents are very
well connected. We use our extensive network
to market properties to the right buyers in the
right places.
The               Windermere
                       Team Approach




                                                                                                  T
At Windermere, we work as a team.
Our agents are supported by an expert staff of real
estate professionals who are trained to make selling
a home a smooth and pleasant experience.

Armed with the most advanced technology and the
highest ethical practices, we can facilitate the sales   • Professional Photographers/
process with our comprehensive array of services.          Videographers

                                                         • Loan and Escrow Officers
Here are just a few of the people already in place to
assist your Windermere agent:                            • Home Staging Designers

• Transaction Coordinators                               From our local owners to our dedicated
                                                         managers, we are all here to help.
• Marketing and Advertising Directors

• Technology Experts
The    Achievements
      in Real Estate & Beyond




                                                                              T
                                Windermere wins Silver Medal in
                                11th Annual “Best Of” Reader’s Poll.
                                Windermere Exclusive Properties won the Silver Medal
                                in the Real Estate Company category of the 11th Annual
                                “Best Of “ reader’s poll, conducted by the San Diego
                                Ranch Coast Newspaper Group.

                                Readers of the Rancho Santa Fe Review, Carmel Valley
                                News and Del Mar Village Voice recognize Windermere
                                as a favorite choice for real estate in San Diego.

                                “Any Windermere agent will tell you, our work is not
                                about houses; it’s about people,” said Steve Rodgers,
                                President. “We care a lot about our community and are
                                grateful to be considered among its Best.”
Our              Achievements
              in Real Estate & Beyond
Our work is not about houses.
It’s about people.




                                                                                                             O
We’re in the business of selling houses. But more
importantly, we’re helping people find a place
they can call home. Our commitment to service
extends beyond each real estate transaction.           Past projects include beach clean ups, food drives
Every year since 1984, Windermere associates have      for community resource centers, mobile blood drives
skipped work for a day to complete neighborhood        and outreach work with the children of
improvement projects.                                  Operation Hero.
Not only is Community Service Day a great              Community Service Day has been recognized
opportunity to give back to the communities where      by several local and national organizations for its
we live and work, it also gives us a chance to work    community improvement projects.
together. We clean, landscape and repair parks,
playgrounds, schools, shelters and community
buildings. Each office selects a project that best
serves its community needs.

After all, real estate is rooted in our communities.
And an investment in our neighborhoods gives us all
a better place to call home.
The               Windermere
                         Foundation




                                                                                                        T
Helping Homeless and
Low-income Families
Every transaction makes a difference.
Windermere’s commitment to serving our
communities goes beyond providing our buyers
and sellers the best in real estate services. Every time   Building a future for homeless and
a Windermere sales associate sells a home, a portion       low-income children.
of the commission goes to the Windermere                   A significant portion of Windermere Foundation dol-
Foundation, a non-profit organization established in       lars go toward programs that help children. Estab-
1989. Contributions from Windermere agents                 lishing and funding literacy programs, underwriting
combined with contributions from Windermere                the costs of summer camp, and providing basic
employees and the public have allowed the                  necessities such as new school shoes, socks, and
Windermere Foundation to distribute over two               underwear are among the many projects that the
million dollars annually in recent years to non-profit     Windermere Foundation supports. We believe that
agencies dedicated to helping homeless and                 building a child’s self-esteem is an investment in our
low-income families.                                       future.

Housing is our business.
Helping homeless and low-income families is a
natural extension of our business. Non-profit
agencies receiving Windermere Foundation dollars
have furnished emergency and transitional housing,
have subsidized costs for services such as health
care, employment counseling, placement and
training, day care, scholarships and much more.
Our                 President
       “Corporate Citizen of the Year”




                                                                                                                  O
                               Steve Rodgers, President of
                               Windermere Exclusive
                               Properties, was awarded the
                               ABLE Corporate Citizen of
                               the Year Award at this year’s
                               second annual A.B.L.E
                               Awards Sunday, June 28th.         This year’s award recognizes Steve Rodgers as being a
                                                                 leader in his field, leading the way ethically and with his
                               The Achievements in
                                                                 community’s best interest always in mind. His Community
                               Business Leadership
                                                                 Outreach Programs have been of great help to his fellow
                               Excellence (ABLE) Awards
                                                                 citizens and always include the majority of his fellow
                               were designed to recognize
                                                                 Windermere associates.
some of North County’s most active community
members and businesses. The event was a celebration of           In past years Rodgers has been involved in
doing business successfully, responsibly, and in the spirit of   doing commercials for the blood bank and has been
San Diego North.                                                 involved in a number of Southern California Beach
                                                                 Clean-Ups and Cancer Walks. He has also made
“This award belongs to the entire Windermere Team. As
                                                                 contributions to the Children’s Hospital and Jenna Druck
real estate agents it’s our philosophy and our pleasure to
                                                                 Foundation and gotten his hands dirty in a number of
give back to the communities that we work in and live in,”
                                                                 environmentally friendly green community events. Steve
said Rodgers. “We will be persistent in promoting
                                                                 Rodger’s dedication to his craft and community combined
environmental efficiency and will continue to do our part
                                                                 to make him the ideal choice for the ABLE Corporate
to keep San Diego great.”
                                                                 Citizen of the Year Award.
The spirit of the Corporate Citizen of the Year Award is
to recognize those individuals who have demonstrated a
philosophy of giving and corporate social responsibility to
make a significant impact on the San Diego North region’s
health and well being.
M
My   Plan for
       Marketing Your Home




                             Marketing
The             80/20 Rule of Pricing
             and Marketing a Property




                                                                                   T
There are two major factors in selling your home:       We Cannot Control:
• Price                                                 • Location
• Effective Marketing                                   • Competition

Eighty percent is how your home is priced, and          • Market Conditions
20 percent is effectively marketing your property to
                                                        We Can Control:
buyers and other real estate agents.
                                                        • Condition of your home
Because your home is not the only one on the
                                                        • Terms
market pricing it comparably to the market is vital
to getting it sold. Without a doubt, the price of the   • Price
home plays the biggest role in the buyer’s decision.

Key Market Factors:                                            20%
How long does it take to sell a home? There is               Effective
no easy answer. Recognizing the key factors
                                                             Marketing
influencing the market can give you significant
control over the time it takes to sell your home.

The proper balance of these factors will expedite
your sale.                                                           80% Price
A      Comparative Market Analysis




                                                                                                            A
A Comparative Market Analysis (CMA) is essential to       The following are a few things to keep in mind
determine the value of residential property. Location     about pricing:
and characteristics of the property are the key
                                                          • Realistic pricing will achieve maximum
elements in determining value. Therefore, the
                                                            price in a reasonable time.
basis for valuation is similar properties in your area.
The market analysis takes into account the amount         • Your cost or profit desire is irrelevant; the
received from recent sales of comparable properties         market determines the price.
and the quantity and quality of comparable
                                                          • The cost of improvements are almost
properties currently on the market.
                                                            always more than the added value.
The desired end result is to find a price that will
                                                          • Houses that remain on the market for a
attract a willing and able buyer in a reasonable time.
                                                            long time do not get shown.
Once the value of your home has been determined,
                                                          • A house that is priced right from the
you can decide on an offering price that will
                                                            beginning achieves the highest proceeds.
achieve your goals. Generally, the price should not
exceed the value by more than 5% or potential
buyers may not even make offers. Naturally, if you
want to sell quickly your asking price should be very
near the value.
Intelligent                      Pricing




                                                                                                                      I
Determining the best asking price for a home can be one
of the most challenging aspects of selling a home. It is
also one of the most important.

If your home is listed at a price that is above market
value, you will miss out on prospective buyers who
would otherwise be prime candidates to purchase your
                                                                  Another critical factor to keep in mind when pricing your
home. If you list at a price that is below market value,
                                                                  home is timing. A property attracts the most attention,
you will ultimately sell for a price that is not the optimum
                                                                  excitement and interest from the real estate community
value for your home.
                                                                  and potential buyers when it is first listed on the market.
By pricing your property at market value, you expose it
                                                                  Improper pricing at the initial listing misses out on this
to a much greater percentage of prospective buyers.
                                                                  peak interest period and may result in your property
This increases your chances for a sale while ensuring a
                                                                  languishing on the market. This may lead to a below
final sale price that properly reflects the market value of
                                                                  market value sale price, or, even worse, no sale at all.
your home.
                                                                  Therefore, your home has the highest chance for a fruitful
                                                                  sale when it is new on the market and the price is
                                                                  reasonably established.

                                                     % of Potential Buyers
                                                     Who Will Look At Property
100%                                           90%
                                     75%
 80%
                           60%
 60%

 40%            30%
        +15%
 20%              +10%
       10%
                                                          Market Value

-20%                                 -10%     -15%
                                                     Asking Price in Relation
                                                     to Market Value
Your                             Marketing Calendar

 My marketing plan leverages traditional print




                                                                                                                                                                                    Y
 marketing, high tech internet tools and the power of
 personal communication. While the dates change
 depending on month, here is what your marketing
 calendar will look like.

   Sunday                Monday                      Tuesday                 Wednesday                      Thursday                    Friday                     Saturday

                                                    Install lock box
                                                                       1                           2       Add photography   3         Feature on my     4                           5
                                                                                                        and virtual tour to MLS    website and hundreds
                                                                                                                                                               Fill flyer box and local
                                                 Schedule professional         Submit to MLS              Install For Sale sign   of other real estate sites
                                                                                                                                                               offices with brochures
                         HOME LISTED              photography and/or                                       and text message
                                                                            Arrange any necessary                                      Showcase on
                                                videography for a virtual                                      sign rider                                      Mail Just Listed cards to
                                                                             cleaning and staging                                     Realtor.com and
                                                   tour, media gallery,                                                                                              target areas
                                                                                                        Order flyers/brochures          Enhance on
                                                      brochures/ads
                                                                                                             and postcards         SignonSanDiego.com

                6        Post video on    7                            8                           9                        10                          11             Promote
                                                                                                                                                                     Open House
                                                                                                                                                                                    12
                           YouTube
                     & other top video sites    Submit listing to papers       Pitch at Broker           Pitch at Windermere                                        in Newspaper
                                                                                                                                  Refresh electronic ads
                                                like the Union Tribune          Caravans for                office meetings                                           and online
Virtual OPEN HOUSE   Share listing on social                                  San Diego agents                                       Repost on social
                                                  for open house and                                    Write about listings on                                   Prepare house for
                       networking sites                                                                                              networking sites
                                                       display ads             Distribute flyers         real estate blog sites                                  show refill flyer box
                      Send email blast and                                                                                                                            and Walk
                      optional video blast                                                                                                                          neighborhood

                13                       14                            15                          16                       17                          18                          19
                     Call network of referral    Submit optional ads           Pitch at Broker           Pitch at Windermere
                                                                                                                                  Refresh electronic ads
                             agents               to Dreamhomes,                Caravans for                office meetings                                    Promote Virtual Open
  OPEN HOUSE                                                                  San Diego agents                                       Repost on social
                        Get Open House          Windermere Homes or                                     Write about listings on                                   House Online
                                                 Windermere Living                                                                   networking sites
                            feedback                                           Distribute flyers         real estate blog sites



                20                       21                            22                          23                       24                          25             Promote      26
                                                                                                                                                                     Open House
                                                  Submit ads to papers         Pitch at Broker           Pitch at Windermere                                        in Newspaper
                                                                                                                                  Refresh electronic ads
                      Send email blast and       like the Union Tribune         Caravans for                office meetings                                           and online
Virtual OPEN HOUSE                                                            San Diego agents                                       Repost on social
                      optional video blast         for open house and                                   Write about listings on                                   Prepare house for
                                                        display ads                                                                  networking sites
                                                                               Distribute flyers         real estate blog sites                                  show refill flyer box
                                                                                                                                                                      and Walk
                                                                                                                                                                    neighborhood

                27                       28                            29                          30
                     Call network of referral
                                                                              OPEN ESCROW
                             agents              Review progress and
  OPEN HOUSE                                                                Lead you through the
                        Get Open House             negotiate offers
                                                                               escrow process
                            feedback
The             Multiple
                     Listing Service




                                                                                                   T
Features and benefits of the                          Benefits of a lockbox:
Multiple Listing Service.
                                                       • Allows real estate agents from various
When you agree to work with me, I will immediately       companies to show your home whether
list your home with our local Multiple Listing Service   it’s occupied or not.
(MLS). This means that complete information about
your home can be accessed by any licensed agent.       • Saves time that agents would have to spend
Since nine out of ten buyers use an agent in their       retrieving keys from the real estate office.
home search process, this complete and detailed        • Provides controlled access by requiring agents to
database of listings is an important tool.               enter a unique security card or code.

A lockbox can help sell your home.                    • Through tracking the unique user
When your home is listed on the MLS, your home          identification data agents must provide, I’ll know
will also receive a lockbox, sometimes referred to      which agents have shown your home. I can then
as a keybox. The lockbox is attached to your home       follow up with those agents to get critical
and will contain an entry key. Most areas now have      feedback that may speed the sale of your home.
electronic lockboxes that require a special code or
card to open and release the key.
In             Print:
                Marketing Your Home




                                                                                                     T
                                                        Newspaper/Magazines
                                                        • Extra exposure in select San Diego media to boost
                                                          awareness among active buyers.

                                                        Distinctive Signage
                                                        • Distinctive Signage highlights homes for sale.
                                                        • Sign riders with website and text options
                                                          make it easy for buyers to get more information.
Print marketing is a great way to communicate
your homes unique value. I use a variety of media
to reach multiple avenues of interested to
interested buyers.

Property Brochures
• Stunning photography and key property features
  on a beautifully designed Property Brochure.
• Perfect to fill flyer boxes, hang in office windows
  and distribute at networking events.

Direct Mail Marketing
• Custom postcards and letters sent directly to
  the hands of neighbors, key prospects and real
  estate agents.
Open   Houses




                                                                                           O
                Attract More Buyers with a Windermere
                Open House.
                Before buyers purchase a home, they need to
                walk through it and picture themselves living in
                it. According to a national survey*, more than 52
                percent of buyers use open houses as an information
                source when looking for a home. You’ll want to take
                advantage of this exposure and I will work with you
                through the process of preparing your home for the
                event. I will promote your open house online, in
                print and through personal networking.




                *National Association of REALTORS® 2006 Profile of Home Buyers & Sellers
The            Power of
                        Marketing




                                                                         T
                                           Listings are showcased with
                                           high quality brochures, telling
                                           the story to prospective buyers.




Mailed directly to target neighborhoods,
         prospective buyers and agents.
Our            Networking with
                     Buyer’s Agents




                                                   O
More than 90 percent of buyers choose to work
with a real estate agent and most homes that are
purchased last year were located from within the
Realtor network.

I am directly connected to thousands
of agents.

• My local brokerage includes nearly
  400 agents and affiliates in eight
  San Diego offices. I see Windermere
  agents regularly in office meetings and
  sales rallies.

• I can communicate with 9,000 other
  Windermere agents and affiliates
  throughout the West Coast through
  company newsletters, emails and
  blog posts.

• I am part of the National Associations of
  Realtors (NAR), the California Association
  of Realtors (CAR) and the San Diego
  Association of Realtors (SDAR).

• I attend local caravans and network with
  other full time agents from different
  companies at industry events.
U
Using   the Latest in Today’s
             ExclusiveTechnology
                       Properties




                                    Technology
Today’s                                           Internet Savvy
                                    Homebuyer




                                                                                                                                                                 T
Your Home’s Presence On The Internet is Now
More Important.
A survey of home buyers who recently moved asked:
“Do you think the internet is becoming more
important than print advertising to market a home?”




       Source: Conducted by DME, Inc. for REALTOR.com® Findings, April 2008

                                                                              Where buyers found the home they
According to the National Association of
                                                                              eventually purchased:
REALTORS®, more buyers found their home on
the internet than through a print ad or a sign.                               Real estate agent                                                        34%
                                                                              Internet                                                                 32%
                                                                              Yard sign/Open House sign                                                15%
                                                                              Friend, relative, neighbor                                                 7%
                                                                              Homebuilder or their agent                                                 3%
                                                                              Directly from the sellers/                                                 2%
                                                                              Knew the sellers
                                                                              Home book or magazine                                                      1%
                                                                              Source: National Association of Realtors 2008 Profile of Home Buyers and Sellers
Dramatíc Online Exposure
Windermere uses a strategic internet marketing campaign and the latest real estate
  technology to place your home at the finger tips of millions of potential buyers.
Leading               the	Way	in
               Real	Estate	Technology




                                                                                                   L
To	effectively	work	with	today’s	internet	savvy	homebuyer,	you	need	an	
internet	savvy	Realtor.

•	 Windermere	was	the	first	real	estate	company	to	    •	 Windermere	developed	an	exclusive	virtual
	 feature	an	interactive listing map	on	their             toolset	that	allows	us	to	reach,	track	and	engage
	 website,	allowing	visitors	to	conveniently	search	   	 buyers	on	an	international	level.
	 for	properties	from	the	comfort	of	their	homes.      •	 Windermere	listings	are	syndicated	to	thousands	
•	 Windermere	Exclusive	Properties	was	the	first	real	 	 of	websites	through	the	most	sophisticated
	 estate	brokerage	in	San	Diego	to	launch	a	           	 internet property marketing plan
	 company wide blog site.			It	is	updated	daily        	 ever	developed.
	 with	real	time	news,	powered	by	more	than	           •	 Windermere	has	an	exclusive	text	message	system	
	 100	active	agent	authors.                            	 that	provides	instant	property	information	on	all	
•	 We	are	the	only	real	estate	brokerage	in	California	 	 homes	for	sale,	24	hour	a	day.	 It’s the modern
                                                      	
	 with	our	own	multimedia production company                day flier box.
	 and	green screen studio.	Our	team	of
	 videographers	and	directors	support	agents	with	
                                                        If	you	want	access	to	the	greatest	tools	
	 everything	from	professional	photography	to	full	
                                                        technology	has	to	offer,	choose	a	
	 motion	video.
                                                        Windermere	agent.
Showcased                        on
                        Realtor.com




                                                                             S
Capturing Buyers On REALTOR.COM.®

The more buyers we can interest, the better chance
we have of finding one who will meet your price,
terms and desired closing date.

                                                     • Listing video tours
                  SHOWCASE                           • Promote open houses
                  LISTINGS.


I have upgraded your listing on REALTOR.com® to
be more prominent using REALTOR.com® Showcase
Listing Enhancements.

• Your home will be more visible to buyers

• I receive customer leads directly so I can
  personally respond to buyers

• There are additional enhancements I can add to
  your listing to show off the best features

What SHOWCASE LISTING ENHANCEMENTS do
to help sell your property.

• More exposure for your property
• Up to 25 jumbo photos
Enhanced   on




                                                            E
                I use enhanced listings on SignOnSanDiego.com to
                give your home premier placement on the #1 local
                site for real estate searches.

                • SignOnSanDiego.com is San Diego’s most visited
                  local Web site.

                • It receives about 30 million page views
                  and more than 3 million visitors each month.

                • SignOnSanDiego reaches 32% of all San Diego
                  Internet Users & 24% of all San Diego adults.
Our               Internet
                          Presence




                                                        O
Windermere websites are cutting edge. They
include: interactive maps for easy property searches;
an advanced blogging platform; social networking
mash ups; and professional videos and home tours.
Property
           Website




                                                                  P
                     Single Property Websites are an innovative way to
                     highlight the key features of your home. I use a
                     unique web address (like www.123SanDiegoDrive.
                     com) and populate the site with media rich content
                     about the property.

                     This digital property flyer can include numerous
                     photos, a virtual tour, a Google map, WalkScore,
                     and community/school information. A “Share This”
                     function makes it easy to forward the Property
                     Website to interested agents and buyers. And with a
                     single click, site visitors can contact me directly.

                     Homes with their own Property Website reach more
                     buyers and often sell faster than those without a
                     website. Rest assured that your home will be
                     showcased with the most advanced real estate
                     technology available.
Web                     2.0 &
                    Social Networking




                                                             W
Over the past few years, the way people use the
internet has dramatically changed. Users want more
than online directories, they want a perpetual stream
of interactive and dynamic content. Blogs and other
sites featuring user generated content are among the
most popular tools people use to “get a feel” for new
things, including real estate.
What you should know about Social Networking
(member communities):
• Time spent on social networking sites has surged 73%
  this year.
• In February 2009, social network usage exceeded
  web-based email usage for the first time.
• 77% percent of active Internet users read blogs.
• There are more than 2 billion Google searches
  performed daily.
• YouTube accounts for more than 10% of all internet
  traffic and attracts nearly 83 millions visitors
  each month.
• 100,000 people check their Facebook Page every day,
  30 million of them do it through their mobile device.
• California is home to more than 57% of
  Twitter accounts.

Buyers are actively using social networking sites to learn
about San Diego and make their real estate decisions. I
understand these tools and will leverage these sites to
make your property more visible and attractive to the
modern buyer.
P icture   Perfect
      Production Videos




                                                                           P
                          Today’s homeowners overwhelmingly report that photos
                          and videos are the most important features they use when
                          searching for a home. Together, they can increase the
                          perceived value of a property by nearly 20%.

                          Windermere Exclusive Properties is the only real estate
                          brokerage in California with our own multimedia
                          production company and local green screen studio. Our
                          team of videographers supports agents with everything
                          from professional photography to full motion video.

                          The number of American users frequenting online video
                          sites climbed 339% since 2003 and this year it became
                          the fastest growing area of on-line marketing. We use
                          video to make your virtual tours stand out from the
                          competition and attract more attention from home buyers
                          on the top 5 video sharing sites.
Smart             Phones & Mobile
 Marketing for the Buyer on the Go




                                                       Š
We are a society “on the go.” Personal cell phones
and wireless internet make it easy for us to conduct
business from any place. A homebuyer can use a
smart phone to search for properties, watch home
and neighborhood tours on YouTube and engage in
social marketing.

• Mobile internet access increased 36% in the US
  last year.

• There are 18 million Americans with mobile
  internet access. Globally, that number
  is 54 million.

• On average, 35-44 year olds send more texts than
  make phone calls.

• 53% of Smart Phone users are clicking on mobile
  ads and 35% are requesting more information.

To reach this moving market, I deliver real estate
information to cell phones using text messages and
the mobile internet.
Instant            Property Information

• Today’s buyers want information fast, very fast.
  I use a state of the art text message program to
  make sure that modern buyers can receive instant
  property information and I never miss an




                                                     I
  opportunity to sell your home.

• When a buyer sends a text inquiry about your
  property, they get an immediate response,
  24 hours a day. I follow up with a timely phone
  call and capture more interested buyers because
  of my dedication to the latest technologies.
Your                  Feedback:
              Reporting/Tracking




                                                       Y
Keeping you informed about the progress of your
home sale is among my top priorities. Not only
will I be available to you in person, but there are
many other ways we can communicate as well.
I answer emails, calls and text messages–so you
reach me quickly.

My system is transparent and I would be happy to
share it with you.

I carefully monitor internet traffic and can show
you amazing information about prospective buyers.
Through visual reports and on-line tracking systems,
I will show you how my marketing is attracting
buyers to your property. You will know how to find
your property on hundreds of websites, where to
watch your virtual tour and what the feedback is
from other agents who view your home.

Expect expert guidance and immediate phone calls
for any breaking news. I will make it a smooth and
organized transaction.
Going           Green in
                    Real Estate




                                                                                                      G
Agents, brokers and builders at Windermere are
proud to be part of the “green” movement. There’s
a growing awareness among professionals about the
                                                        • I use green marketing techniques, like calling my
environmental impact of our every day business
                                                          network and using internet advertising.
practices. We want to build vibrant and
livable communities.                                    • I use multimedia property tours to reach
                                                          buyers on a global level with a 24 hour virtual
At Windermere, we use technology to reduce our
                                                          Open House.
carbon footprint.
                                                        • We participate in ecofriendly events, like beach
• We store our forms and materials in an electronic       clean ups and hardware collection events.
  library of digital documents rather than printouts.
                                                        • Windermere raises environmental awareness
• We use WINForms to complete real estate                 through social networking groups and websites
  transactions neatly and without waste.                  geared towards the green buyer and seller.

• Docusign reduces paper use by signing contracts       • We can recommend a host of green products and
  and documents with electronic signatures.               service solutions to our clients interested in
                                                          going green.
• With electronic scanning and fax systems we can
  send proposals, contracts, and invoices. All
  parties can have signed copies without having to
  print anything.
P
Premier   Properties
               Exclusive Programs




                                    Premier
The                Premier Program


Windermere’s Premier PropertiesSM program was
created more than a decade ago to meet the unique




                                                               T
demands of marketing and selling luxury homes.
The Premier Properties program focuses on
accomplishing our mutual objective––
professionally marketing your property to qualified
buyers and successfully selling your property at the
best possible price.


Benefits Include:

• Special advertising opportunities

• Enhanced Web presence

• Networking with other agents in the
  high-end market

• Unique signage


Marketing Tools For Your Premier Property

At Windermere Exclusive Properties, we take a
customized, targeted approach to marketing your Premier
Property–using the right mix of tools to give your home
high visibility in this niche market. The Premier Properties
marketing program is designed to create maximum
exposure to sell your home quickly at the highest value.
Our               Exclusive
                     Advertising




                                                                                                             O
Special Advertising Opportunities.                         Customized Marketing Materials.
Windermere’s display ads in The San Diego Union            Our targeted direct mail campaigns give your Premier
Tribune and The North County Times gives your home         home exposure to key prospects, as well as top sales
broadcast print exposure throughout the region and         associates from all real estate companies who represent
distinguishes your home with the special Premier logo      high-end buyers seeking upscale properties. Top-quality,
– drawing more attention to exceptional listings.          full color brochures are available to help highlight your
                                                           home’s distinctive features with photographs and
Enhanced Web Presence.
                                                           detailed descriptions.
Windermere’s Website, which receives millions of
visitors each month, offers first-class exposure for       Unique Signage.
luxury homes. The special Premier section, search          Windermere’s exclusive Premier sign, stylized with the
function and logo differentiate Premier homes from         elegant Premier logo, gives your exceptional home the
others featured on www.windermere.com and                  recognition it deserves. Information about your home will
www.windermeresandiego.com.                                be presented at our Premier networking meetings, giving
                                                           your home additional visibility among Windermere’s
Full Motion Videos.
                                                           Premier property specialists.
We can also showcase your Premier home with high end,
full motion videos. More than virtual tours, these mini-
movies give your homes a competitive edge with
upscale buyers.
WindermerePremier.com


The On-line Home for Upscale Properties.




                                                           W
The Premier PropertiesSM program is designed
to address the special needs of clients in the high-end
market. Since its creation, we’ve developed a
reputation for unparalleled expertise, an expansive
network of experienced agents and pioneering
marketing strategies. This proven marketing program
includes a component that provides an enhanced
online presence for upscale homes meeting the
stringent Premier program requirements.

Whether our Premier listings are reached via a search
from our industry-leading website Windermere.com or
by going directly to WindermerePremier.com, home
seekers can feel confident that these properties reflect
the highest quality the market has to offer.

Through our online venues, the distinctive and inviting
features of a Premier property are highlighted through
the use of exclusive tools such as Photo Gallery,
insightful community profiles, detailed property
information and easy agent contact. Combined, these
tools help create a marketing perspective second only
to an in-person tour.

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Windermere Listing Book

  • 1. A Your Agent About Your Agent
  • 2. 8 8 Reasons to work with a REALTOR® Not all real estate practitioners are REALTORS®. Here’s why it pays to work with a REALTOR®: 1. Navigate a complicated process. A knowledgeable expert will help you prepare the best deal, and avoid delays or costly mistakes. 6. Someone who speaks the language. 2. Information and opinions. If you don’t know a CMA from a PUD, you can A professional will be able to help you answer these understand why it’s important to work with a professional two important questions: Will the property provide the who is immersed in the industry and knows the real environment I want for a home or investment? Second, will estate language. the property have resale value when I am ready to sell? 7. Experience. 3. Help finding the best property. Most people buy and sell only a few homes in a lifetime, Sometimes the property you are seeking is available but usually with quite a few years in between each purchase. not actively advertised in the market, and it will take Even if you have done it before, laws and regulations some investigation by your REALTOR® to find all change. Realtors®, on the other hand, handle hundreds of available properties. real estate transactions over the course of their career. 4. Negotiating skills. Having an expert on your side is critical. There are many negotiating factors, including but not 8. Objective voice. limited to price, financing, terms, date of possession, and For most people, a home is the biggest purchase inclusion or exclusion of repairs, furnishings, or equipment. they’ll ever make. Having a concerned, but objective, Your agent can advise you as to which investigations and third party helps you stay focused on the issues most inspections are recommended or required. important to you. 5. Property marketing power. Real estate doesn’t sell due to advertising alone. In fact, Bottom line: Do you have the expertise to sell a large share of real estate sales comes as the result of a your home in today’s market? practitioner’s contacts through previous clients, referrals, A REALTOR® does. friends, and family. Portions reprinted from REALTOR® magazine (Realtor.org/realtormag) with permission of the National Association of Realtors®. Copyright 2008. All rights reserved.
  • 3. How I Help You Sell Your Home H Not all real estate practitioners are REALTORS®. Here’s why it pays to work with a REALTOR®: 1. Navigate a complicated process. A knowledgeable expert will help you prepare the best deal, and avoid delays or costly mistakes. 6. Someone who speaks the language. 2. Information and opinions. If you don’t know a CMA from a PUD, you can A professional will be able to help you answer these two understand why it’s important to work with a professional important questions: Will the property provide the who is immersed in the industry and knows the real environment I want for a home or investment? Second, will estate language. the property have resale value when I am ready to sell? 7. Experience. 3. Help finding the best property. Most people buy and sell only a few homes in a lifetime, Sometimes the property you are seeking is available but usually with quite a few years in between each purchase. not actively advertised in the market, and it will take Even if you have done it before, laws and regulations some investigation by your REALTOR® to find all change. Realtors®, on the other hand, handle hundreds of available properties. real estate transactions over the course of their career. 4. Negotiating skills. Having an expert on your side is critical. There are many negotiating factors, including but not 8. Objective voice. limited to price, financing, terms, date of possession, and For most people, a home is the biggest purchase inclusion or exclusion of repairs, furnishings, or equipment. they’ll ever make. Having a concerned, but objective, Your agent can advise you as to which investigations and third party helps you stay focused on the issues most inspections are recommended or required. important to you. 5. Property marketing power. Real estate doesn’t sell due to advertising alone. In fact, Bottom line: Do you have the expertise to sell a large share of real estate sales comes as the result of a your home in today’s market? practitioner’s contacts through previous clients, referrals, A REALTOR® does. friends, and family. Portions reprinted from REALTOR® magazine (Realtor.org/realtormag) with permission of the National Association of Realtors®. Copyright 2008. All rights reserved.
  • 4. About A Windermere Windermere Exclusive Properties
  • 5. Our Mission Statement H Windermere is a network of real estate businesses The best from and for Windermere people. and a community of people who seek trust and mu- Our greatest assets are Windermere people–the sales tual respect in each of our relationships. We serve associates, managers, supporting staff and owners neighborhoods throughout the West and, through with whom we hope to sustain mutually satisfying, our affiliations with related firms, we can link to productive and lasting relationships. We place high neighborhoods and services around the world. We priority on their growth, development and job satis- are committed to: faction, and provide all the opportunity for reward Leadership in the real estate industry. commensurate with contributions. Windermere is committed to being a leader among The improvement of life in the our peer firms. We build and support close-knit neighborhoods we serve. teams. Our wish is to foster teamwork while reserv- ing the freedom each of us needs to satisfy buyers We will be personally involved in civic and com- and sellers and find personal satisfaction. munity affairs that improve the quality of life in our neighborhoods, and will contribute both financial The highest ethical standards. and human resources to achieve these ends. Uncompromising honesty and integrity. We will continue to grow while exercising practices that meet the highest ethical and business standards.
  • 6. Our Philosophy H “Windermere has always emphasized professionalism. The Best Tools. Our associates are the primary component to our success As part of the Windermere network, agents may also and growth. We‘ve worked very hard over the years to take advantage of a variety of programs and innovative build our reputation as a company whose representatives services including technology, marketing, and education are fair, honest, knowledgeable and genuinely care about that they can put to work in their local market. These their communities.” innovative tools allow them to serve homebuyers and –Geoff Wood, Chief Executive Officer; homesellers in a way that is unique to Windermere. Windermere Real Estate A Professional Approach. Windermere’s structure allows offices to operate Hire the best people. Give them the best tools. independently while retaining the benefits of being Create a professional approach. associated with a respected brand–benefits such as This founding philosophy of Windermere has been advertising buying power, agent benefits and powerful implemented through the introduction of new programs technology tools. At the same time, agents are intimately that have set industry standards which have given familiar with their local communities, allowing them to agents the knowledge they need to meet the needs of provide knowledgeable and high-caliber real estate buyers and sellers. services tailored to the client’s needs. The Best People. Windermere’s sales force is the company’s greatest asset. Windermere’s associates include experts in all areas of real estate. While residential real estate is the mainstay of its business, Windermere has partners who specialize in relocation, financing, insurance, escrow and new homes.
  • 7. 6 6 Cornerstones of Windermere The Windermere mark is our historic symbol used in conjunction with the Windermere name. Together, they comprise the Windermere logo. The tree in the center of the mark represents Windermere as a living, vital organization that is committed to serving individual neighborhoods through its branch system. The Network: The two brackets on the left and right surrounding the Local offices with a global reach. We are high tech tree join together to create a diamond, symbolizing our people with high touch service. commitment to quality customer service. Windermere’s Community: unity and strong network are also represented by the We are a collection of interesting, passionate, committed two individual brackets joining together to become one people who truly believe in building vibrant and livable strong, unified structure. communities. The points of the diamond depict Windermere as an Tools & Resources: innovative industry-leader focused on the future. We don’t just try new tools, we are leaders in the techno- Quality Business Practices: logical revolution of real estate practices. We conduct business as caring professionals. Our ethics are higher than board rules require and our service is infused with courtesy and integrity. Standards of Practice: Standards of Our standards are built on trust and respect. Expect Quality Practice value and honesty in a Windermere real estate agent. Full Service: The From financing to escrow, our team can take care of all Network Windermere Full Service your real estate needs. Way Community Tools & Resources
  • 8. The Leading Regional Real Estate Brand in the West T We’ve once again been honored by a prestigious industry organization. REAL Trends has ranked us as the largest regional real estate brand in the western United States.* Windermere Real Estate is the leading residential real estate network in the West and serves neighborhoods in Arizona, California, Hawaii, Idaho, Montana, Nevada, Oregon, Utah, Wyoming, Washington and British Columbia. *From The REAL Trends 500 Report “The Largest Regional Brands in the Country,” May 2008. Windermere at a glance: • Established 1972 • Number of offices 375 • Number of agents 8,273 • Total sales volume $31,860,630,014 Portions reprinted from REALTOR® magazine (Realtor.org/realtormag) with permission of the National Association of Realtors®. Copyright 2008. All rights reserved.
  • 9. About Windermere Exclusive Properties A Windermere Exclusive Properties • Established April 1, 2001 • Number of agents more than 400 • Number of offices 8 ...a�d gro�i�g.
  • 10. Offi� Locations At Windermere, one key fits every office. We can meet in any one of our convenient, high tech business centers. O Carlsbad Village Windermere Escondido Windermere Rancho Bernardo Windermere 355 Carlsbad Village Drive, 100 South Escondido Blvd., 16890 Bernardo Center Drive, Carlsbad, CA 92008 Escondido, CA 92025 San Diego CA 92128 Phone: 760-434-4340 Phone: 760-291-1000 Phone: 858-487-2002 Fax: 760-730-3191 Fax: 760-746-8696 Fax: 858-675-9690 Carlsbad Faire Windermere Rancho Santa Fe / Solana Beach / Del Mar 300 Carlsbad Village Drive, Fairbanks Ranch Windermere 125 East Lomas Santa Fe, Carlsbad, CA 92008 Address: 16236 San Dieguito Road, Solana Beach, CA 92075 Phone: 760-729-2900 Rancho Santa Fe, CA 92067 Phone: 858-523-9252 Fax: 760-729-6762 Phone: 858-756-2865 Fax: 858-523-0757 Fax: 858-756-2872 Carmel Valley / La Jolla Windermere La Costa / Encinitas Windermere 11155 East Ocean Air Drive, 1905 Calle Barcelona, Suite 230, San Diego, CA 92130 Carlsbad, CA 92009 Phone: 858-436-3260 Phone: 760-931-6111 Fax: 858-436-3265 Fax: 760-931-1026
  • 11. Windermere San Diego W There are nearly 500 Windermere agents in San Diego. We work together, attend caravans together and hold special networking meetings to better serve our clients.
  • 12. Get Connected G With 400 offices and 9000 agents through out the West Coast, Windermere agents are very well connected. We use our extensive network to market properties to the right buyers in the right places.
  • 13. The Windermere Team Approach T At Windermere, we work as a team. Our agents are supported by an expert staff of real estate professionals who are trained to make selling a home a smooth and pleasant experience. Armed with the most advanced technology and the highest ethical practices, we can facilitate the sales • Professional Photographers/ process with our comprehensive array of services. Videographers • Loan and Escrow Officers Here are just a few of the people already in place to assist your Windermere agent: • Home Staging Designers • Transaction Coordinators From our local owners to our dedicated managers, we are all here to help. • Marketing and Advertising Directors • Technology Experts
  • 14. The Achievements in Real Estate & Beyond T Windermere wins Silver Medal in 11th Annual “Best Of” Reader’s Poll. Windermere Exclusive Properties won the Silver Medal in the Real Estate Company category of the 11th Annual “Best Of “ reader’s poll, conducted by the San Diego Ranch Coast Newspaper Group. Readers of the Rancho Santa Fe Review, Carmel Valley News and Del Mar Village Voice recognize Windermere as a favorite choice for real estate in San Diego. “Any Windermere agent will tell you, our work is not about houses; it’s about people,” said Steve Rodgers, President. “We care a lot about our community and are grateful to be considered among its Best.”
  • 15. Our Achievements in Real Estate & Beyond Our work is not about houses. It’s about people. O We’re in the business of selling houses. But more importantly, we’re helping people find a place they can call home. Our commitment to service extends beyond each real estate transaction. Past projects include beach clean ups, food drives Every year since 1984, Windermere associates have for community resource centers, mobile blood drives skipped work for a day to complete neighborhood and outreach work with the children of improvement projects. Operation Hero. Not only is Community Service Day a great Community Service Day has been recognized opportunity to give back to the communities where by several local and national organizations for its we live and work, it also gives us a chance to work community improvement projects. together. We clean, landscape and repair parks, playgrounds, schools, shelters and community buildings. Each office selects a project that best serves its community needs. After all, real estate is rooted in our communities. And an investment in our neighborhoods gives us all a better place to call home.
  • 16. The Windermere Foundation T Helping Homeless and Low-income Families Every transaction makes a difference. Windermere’s commitment to serving our communities goes beyond providing our buyers and sellers the best in real estate services. Every time Building a future for homeless and a Windermere sales associate sells a home, a portion low-income children. of the commission goes to the Windermere A significant portion of Windermere Foundation dol- Foundation, a non-profit organization established in lars go toward programs that help children. Estab- 1989. Contributions from Windermere agents lishing and funding literacy programs, underwriting combined with contributions from Windermere the costs of summer camp, and providing basic employees and the public have allowed the necessities such as new school shoes, socks, and Windermere Foundation to distribute over two underwear are among the many projects that the million dollars annually in recent years to non-profit Windermere Foundation supports. We believe that agencies dedicated to helping homeless and building a child’s self-esteem is an investment in our low-income families. future. Housing is our business. Helping homeless and low-income families is a natural extension of our business. Non-profit agencies receiving Windermere Foundation dollars have furnished emergency and transitional housing, have subsidized costs for services such as health care, employment counseling, placement and training, day care, scholarships and much more.
  • 17. Our President “Corporate Citizen of the Year” O Steve Rodgers, President of Windermere Exclusive Properties, was awarded the ABLE Corporate Citizen of the Year Award at this year’s second annual A.B.L.E Awards Sunday, June 28th. This year’s award recognizes Steve Rodgers as being a leader in his field, leading the way ethically and with his The Achievements in community’s best interest always in mind. His Community Business Leadership Outreach Programs have been of great help to his fellow Excellence (ABLE) Awards citizens and always include the majority of his fellow were designed to recognize Windermere associates. some of North County’s most active community members and businesses. The event was a celebration of In past years Rodgers has been involved in doing business successfully, responsibly, and in the spirit of doing commercials for the blood bank and has been San Diego North. involved in a number of Southern California Beach Clean-Ups and Cancer Walks. He has also made “This award belongs to the entire Windermere Team. As contributions to the Children’s Hospital and Jenna Druck real estate agents it’s our philosophy and our pleasure to Foundation and gotten his hands dirty in a number of give back to the communities that we work in and live in,” environmentally friendly green community events. Steve said Rodgers. “We will be persistent in promoting Rodger’s dedication to his craft and community combined environmental efficiency and will continue to do our part to make him the ideal choice for the ABLE Corporate to keep San Diego great.” Citizen of the Year Award. The spirit of the Corporate Citizen of the Year Award is to recognize those individuals who have demonstrated a philosophy of giving and corporate social responsibility to make a significant impact on the San Diego North region’s health and well being.
  • 18. M My Plan for Marketing Your Home Marketing
  • 19. The 80/20 Rule of Pricing and Marketing a Property T There are two major factors in selling your home: We Cannot Control: • Price • Location • Effective Marketing • Competition Eighty percent is how your home is priced, and • Market Conditions 20 percent is effectively marketing your property to We Can Control: buyers and other real estate agents. • Condition of your home Because your home is not the only one on the • Terms market pricing it comparably to the market is vital to getting it sold. Without a doubt, the price of the • Price home plays the biggest role in the buyer’s decision. Key Market Factors: 20% How long does it take to sell a home? There is Effective no easy answer. Recognizing the key factors Marketing influencing the market can give you significant control over the time it takes to sell your home. The proper balance of these factors will expedite your sale. 80% Price
  • 20. A Comparative Market Analysis A A Comparative Market Analysis (CMA) is essential to The following are a few things to keep in mind determine the value of residential property. Location about pricing: and characteristics of the property are the key • Realistic pricing will achieve maximum elements in determining value. Therefore, the price in a reasonable time. basis for valuation is similar properties in your area. The market analysis takes into account the amount • Your cost or profit desire is irrelevant; the received from recent sales of comparable properties market determines the price. and the quantity and quality of comparable • The cost of improvements are almost properties currently on the market. always more than the added value. The desired end result is to find a price that will • Houses that remain on the market for a attract a willing and able buyer in a reasonable time. long time do not get shown. Once the value of your home has been determined, • A house that is priced right from the you can decide on an offering price that will beginning achieves the highest proceeds. achieve your goals. Generally, the price should not exceed the value by more than 5% or potential buyers may not even make offers. Naturally, if you want to sell quickly your asking price should be very near the value.
  • 21. Intelligent Pricing I Determining the best asking price for a home can be one of the most challenging aspects of selling a home. It is also one of the most important. If your home is listed at a price that is above market value, you will miss out on prospective buyers who would otherwise be prime candidates to purchase your Another critical factor to keep in mind when pricing your home. If you list at a price that is below market value, home is timing. A property attracts the most attention, you will ultimately sell for a price that is not the optimum excitement and interest from the real estate community value for your home. and potential buyers when it is first listed on the market. By pricing your property at market value, you expose it Improper pricing at the initial listing misses out on this to a much greater percentage of prospective buyers. peak interest period and may result in your property This increases your chances for a sale while ensuring a languishing on the market. This may lead to a below final sale price that properly reflects the market value of market value sale price, or, even worse, no sale at all. your home. Therefore, your home has the highest chance for a fruitful sale when it is new on the market and the price is reasonably established. % of Potential Buyers Who Will Look At Property 100% 90% 75% 80% 60% 60% 40% 30% +15% 20% +10% 10% Market Value -20% -10% -15% Asking Price in Relation to Market Value
  • 22. Your Marketing Calendar My marketing plan leverages traditional print Y marketing, high tech internet tools and the power of personal communication. While the dates change depending on month, here is what your marketing calendar will look like. Sunday Monday Tuesday Wednesday Thursday Friday Saturday Install lock box 1 2 Add photography 3 Feature on my 4 5 and virtual tour to MLS website and hundreds Fill flyer box and local Schedule professional Submit to MLS Install For Sale sign of other real estate sites offices with brochures HOME LISTED photography and/or and text message Arrange any necessary Showcase on videography for a virtual sign rider Mail Just Listed cards to cleaning and staging Realtor.com and tour, media gallery, target areas Order flyers/brochures Enhance on brochures/ads and postcards SignonSanDiego.com 6 Post video on 7 8 9 10 11 Promote Open House 12 YouTube & other top video sites Submit listing to papers Pitch at Broker Pitch at Windermere in Newspaper Refresh electronic ads like the Union Tribune Caravans for office meetings and online Virtual OPEN HOUSE Share listing on social San Diego agents Repost on social for open house and Write about listings on Prepare house for networking sites networking sites display ads Distribute flyers real estate blog sites show refill flyer box Send email blast and and Walk optional video blast neighborhood 13 14 15 16 17 18 19 Call network of referral Submit optional ads Pitch at Broker Pitch at Windermere Refresh electronic ads agents to Dreamhomes, Caravans for office meetings Promote Virtual Open OPEN HOUSE San Diego agents Repost on social Get Open House Windermere Homes or Write about listings on House Online Windermere Living networking sites feedback Distribute flyers real estate blog sites 20 21 22 23 24 25 Promote 26 Open House Submit ads to papers Pitch at Broker Pitch at Windermere in Newspaper Refresh electronic ads Send email blast and like the Union Tribune Caravans for office meetings and online Virtual OPEN HOUSE San Diego agents Repost on social optional video blast for open house and Write about listings on Prepare house for display ads networking sites Distribute flyers real estate blog sites show refill flyer box and Walk neighborhood 27 28 29 30 Call network of referral OPEN ESCROW agents Review progress and OPEN HOUSE Lead you through the Get Open House negotiate offers escrow process feedback
  • 23. The Multiple Listing Service T Features and benefits of the Benefits of a lockbox: Multiple Listing Service. • Allows real estate agents from various When you agree to work with me, I will immediately companies to show your home whether list your home with our local Multiple Listing Service it’s occupied or not. (MLS). This means that complete information about your home can be accessed by any licensed agent. • Saves time that agents would have to spend Since nine out of ten buyers use an agent in their retrieving keys from the real estate office. home search process, this complete and detailed • Provides controlled access by requiring agents to database of listings is an important tool. enter a unique security card or code. A lockbox can help sell your home. • Through tracking the unique user When your home is listed on the MLS, your home identification data agents must provide, I’ll know will also receive a lockbox, sometimes referred to which agents have shown your home. I can then as a keybox. The lockbox is attached to your home follow up with those agents to get critical and will contain an entry key. Most areas now have feedback that may speed the sale of your home. electronic lockboxes that require a special code or card to open and release the key.
  • 24. In Print: Marketing Your Home T Newspaper/Magazines • Extra exposure in select San Diego media to boost awareness among active buyers. Distinctive Signage • Distinctive Signage highlights homes for sale. • Sign riders with website and text options make it easy for buyers to get more information. Print marketing is a great way to communicate your homes unique value. I use a variety of media to reach multiple avenues of interested to interested buyers. Property Brochures • Stunning photography and key property features on a beautifully designed Property Brochure. • Perfect to fill flyer boxes, hang in office windows and distribute at networking events. Direct Mail Marketing • Custom postcards and letters sent directly to the hands of neighbors, key prospects and real estate agents.
  • 25. Open Houses O Attract More Buyers with a Windermere Open House. Before buyers purchase a home, they need to walk through it and picture themselves living in it. According to a national survey*, more than 52 percent of buyers use open houses as an information source when looking for a home. You’ll want to take advantage of this exposure and I will work with you through the process of preparing your home for the event. I will promote your open house online, in print and through personal networking. *National Association of REALTORS® 2006 Profile of Home Buyers & Sellers
  • 26. The Power of Marketing T Listings are showcased with high quality brochures, telling the story to prospective buyers. Mailed directly to target neighborhoods, prospective buyers and agents.
  • 27. Our Networking with Buyer’s Agents O More than 90 percent of buyers choose to work with a real estate agent and most homes that are purchased last year were located from within the Realtor network. I am directly connected to thousands of agents. • My local brokerage includes nearly 400 agents and affiliates in eight San Diego offices. I see Windermere agents regularly in office meetings and sales rallies. • I can communicate with 9,000 other Windermere agents and affiliates throughout the West Coast through company newsletters, emails and blog posts. • I am part of the National Associations of Realtors (NAR), the California Association of Realtors (CAR) and the San Diego Association of Realtors (SDAR). • I attend local caravans and network with other full time agents from different companies at industry events.
  • 28. U Using the Latest in Today’s ExclusiveTechnology Properties Technology
  • 29. Today’s Internet Savvy Homebuyer T Your Home’s Presence On The Internet is Now More Important. A survey of home buyers who recently moved asked: “Do you think the internet is becoming more important than print advertising to market a home?” Source: Conducted by DME, Inc. for REALTOR.com® Findings, April 2008 Where buyers found the home they According to the National Association of eventually purchased: REALTORS®, more buyers found their home on the internet than through a print ad or a sign. Real estate agent 34% Internet 32% Yard sign/Open House sign 15% Friend, relative, neighbor 7% Homebuilder or their agent 3% Directly from the sellers/ 2% Knew the sellers Home book or magazine 1% Source: National Association of Realtors 2008 Profile of Home Buyers and Sellers
  • 30. Dramatíc Online Exposure Windermere uses a strategic internet marketing campaign and the latest real estate technology to place your home at the finger tips of millions of potential buyers.
  • 31. Leading the Way in Real Estate Technology L To effectively work with today’s internet savvy homebuyer, you need an internet savvy Realtor. • Windermere was the first real estate company to • Windermere developed an exclusive virtual feature an interactive listing map on their toolset that allows us to reach, track and engage website, allowing visitors to conveniently search buyers on an international level. for properties from the comfort of their homes. • Windermere listings are syndicated to thousands • Windermere Exclusive Properties was the first real of websites through the most sophisticated estate brokerage in San Diego to launch a internet property marketing plan company wide blog site. It is updated daily ever developed. with real time news, powered by more than • Windermere has an exclusive text message system 100 active agent authors. that provides instant property information on all • We are the only real estate brokerage in California homes for sale, 24 hour a day. It’s the modern with our own multimedia production company day flier box. and green screen studio. Our team of videographers and directors support agents with If you want access to the greatest tools everything from professional photography to full technology has to offer, choose a motion video. Windermere agent.
  • 32. Showcased on Realtor.com S Capturing Buyers On REALTOR.COM.® The more buyers we can interest, the better chance we have of finding one who will meet your price, terms and desired closing date. • Listing video tours SHOWCASE • Promote open houses LISTINGS. I have upgraded your listing on REALTOR.com® to be more prominent using REALTOR.com® Showcase Listing Enhancements. • Your home will be more visible to buyers • I receive customer leads directly so I can personally respond to buyers • There are additional enhancements I can add to your listing to show off the best features What SHOWCASE LISTING ENHANCEMENTS do to help sell your property. • More exposure for your property • Up to 25 jumbo photos
  • 33. Enhanced on E I use enhanced listings on SignOnSanDiego.com to give your home premier placement on the #1 local site for real estate searches. • SignOnSanDiego.com is San Diego’s most visited local Web site. • It receives about 30 million page views and more than 3 million visitors each month. • SignOnSanDiego reaches 32% of all San Diego Internet Users & 24% of all San Diego adults.
  • 34. Our Internet Presence O Windermere websites are cutting edge. They include: interactive maps for easy property searches; an advanced blogging platform; social networking mash ups; and professional videos and home tours.
  • 35. Property Website P Single Property Websites are an innovative way to highlight the key features of your home. I use a unique web address (like www.123SanDiegoDrive. com) and populate the site with media rich content about the property. This digital property flyer can include numerous photos, a virtual tour, a Google map, WalkScore, and community/school information. A “Share This” function makes it easy to forward the Property Website to interested agents and buyers. And with a single click, site visitors can contact me directly. Homes with their own Property Website reach more buyers and often sell faster than those without a website. Rest assured that your home will be showcased with the most advanced real estate technology available.
  • 36. Web 2.0 & Social Networking W Over the past few years, the way people use the internet has dramatically changed. Users want more than online directories, they want a perpetual stream of interactive and dynamic content. Blogs and other sites featuring user generated content are among the most popular tools people use to “get a feel” for new things, including real estate. What you should know about Social Networking (member communities): • Time spent on social networking sites has surged 73% this year. • In February 2009, social network usage exceeded web-based email usage for the first time. • 77% percent of active Internet users read blogs. • There are more than 2 billion Google searches performed daily. • YouTube accounts for more than 10% of all internet traffic and attracts nearly 83 millions visitors each month. • 100,000 people check their Facebook Page every day, 30 million of them do it through their mobile device. • California is home to more than 57% of Twitter accounts. Buyers are actively using social networking sites to learn about San Diego and make their real estate decisions. I understand these tools and will leverage these sites to make your property more visible and attractive to the modern buyer.
  • 37. P icture Perfect Production Videos P Today’s homeowners overwhelmingly report that photos and videos are the most important features they use when searching for a home. Together, they can increase the perceived value of a property by nearly 20%. Windermere Exclusive Properties is the only real estate brokerage in California with our own multimedia production company and local green screen studio. Our team of videographers supports agents with everything from professional photography to full motion video. The number of American users frequenting online video sites climbed 339% since 2003 and this year it became the fastest growing area of on-line marketing. We use video to make your virtual tours stand out from the competition and attract more attention from home buyers on the top 5 video sharing sites.
  • 38. Smart Phones & Mobile Marketing for the Buyer on the Go Š We are a society “on the go.” Personal cell phones and wireless internet make it easy for us to conduct business from any place. A homebuyer can use a smart phone to search for properties, watch home and neighborhood tours on YouTube and engage in social marketing. • Mobile internet access increased 36% in the US last year. • There are 18 million Americans with mobile internet access. Globally, that number is 54 million. • On average, 35-44 year olds send more texts than make phone calls. • 53% of Smart Phone users are clicking on mobile ads and 35% are requesting more information. To reach this moving market, I deliver real estate information to cell phones using text messages and the mobile internet.
  • 39. Instant Property Information • Today’s buyers want information fast, very fast. I use a state of the art text message program to make sure that modern buyers can receive instant property information and I never miss an I opportunity to sell your home. • When a buyer sends a text inquiry about your property, they get an immediate response, 24 hours a day. I follow up with a timely phone call and capture more interested buyers because of my dedication to the latest technologies.
  • 40. Your Feedback: Reporting/Tracking Y Keeping you informed about the progress of your home sale is among my top priorities. Not only will I be available to you in person, but there are many other ways we can communicate as well. I answer emails, calls and text messages–so you reach me quickly. My system is transparent and I would be happy to share it with you. I carefully monitor internet traffic and can show you amazing information about prospective buyers. Through visual reports and on-line tracking systems, I will show you how my marketing is attracting buyers to your property. You will know how to find your property on hundreds of websites, where to watch your virtual tour and what the feedback is from other agents who view your home. Expect expert guidance and immediate phone calls for any breaking news. I will make it a smooth and organized transaction.
  • 41. Going Green in Real Estate G Agents, brokers and builders at Windermere are proud to be part of the “green” movement. There’s a growing awareness among professionals about the • I use green marketing techniques, like calling my environmental impact of our every day business network and using internet advertising. practices. We want to build vibrant and livable communities. • I use multimedia property tours to reach buyers on a global level with a 24 hour virtual At Windermere, we use technology to reduce our Open House. carbon footprint. • We participate in ecofriendly events, like beach • We store our forms and materials in an electronic clean ups and hardware collection events. library of digital documents rather than printouts. • Windermere raises environmental awareness • We use WINForms to complete real estate through social networking groups and websites transactions neatly and without waste. geared towards the green buyer and seller. • Docusign reduces paper use by signing contracts • We can recommend a host of green products and and documents with electronic signatures. service solutions to our clients interested in going green. • With electronic scanning and fax systems we can send proposals, contracts, and invoices. All parties can have signed copies without having to print anything.
  • 42. P Premier Properties Exclusive Programs Premier
  • 43. The Premier Program Windermere’s Premier PropertiesSM program was created more than a decade ago to meet the unique T demands of marketing and selling luxury homes. The Premier Properties program focuses on accomplishing our mutual objective–– professionally marketing your property to qualified buyers and successfully selling your property at the best possible price. Benefits Include: • Special advertising opportunities • Enhanced Web presence • Networking with other agents in the high-end market • Unique signage Marketing Tools For Your Premier Property At Windermere Exclusive Properties, we take a customized, targeted approach to marketing your Premier Property–using the right mix of tools to give your home high visibility in this niche market. The Premier Properties marketing program is designed to create maximum exposure to sell your home quickly at the highest value.
  • 44. Our Exclusive Advertising O Special Advertising Opportunities. Customized Marketing Materials. Windermere’s display ads in The San Diego Union Our targeted direct mail campaigns give your Premier Tribune and The North County Times gives your home home exposure to key prospects, as well as top sales broadcast print exposure throughout the region and associates from all real estate companies who represent distinguishes your home with the special Premier logo high-end buyers seeking upscale properties. Top-quality, – drawing more attention to exceptional listings. full color brochures are available to help highlight your home’s distinctive features with photographs and Enhanced Web Presence. detailed descriptions. Windermere’s Website, which receives millions of visitors each month, offers first-class exposure for Unique Signage. luxury homes. The special Premier section, search Windermere’s exclusive Premier sign, stylized with the function and logo differentiate Premier homes from elegant Premier logo, gives your exceptional home the others featured on www.windermere.com and recognition it deserves. Information about your home will www.windermeresandiego.com. be presented at our Premier networking meetings, giving your home additional visibility among Windermere’s Full Motion Videos. Premier property specialists. We can also showcase your Premier home with high end, full motion videos. More than virtual tours, these mini- movies give your homes a competitive edge with upscale buyers.
  • 45. WindermerePremier.com The On-line Home for Upscale Properties. W The Premier PropertiesSM program is designed to address the special needs of clients in the high-end market. Since its creation, we’ve developed a reputation for unparalleled expertise, an expansive network of experienced agents and pioneering marketing strategies. This proven marketing program includes a component that provides an enhanced online presence for upscale homes meeting the stringent Premier program requirements. Whether our Premier listings are reached via a search from our industry-leading website Windermere.com or by going directly to WindermerePremier.com, home seekers can feel confident that these properties reflect the highest quality the market has to offer. Through our online venues, the distinctive and inviting features of a Premier property are highlighted through the use of exclusive tools such as Photo Gallery, insightful community profiles, detailed property information and easy agent contact. Combined, these tools help create a marketing perspective second only to an in-person tour.