The North Pointe Office of Berkshire Hathaway HomeServices Sales Meeting covering the following topics: 1. Testimonial Tree is now LIVE. What is it? 2. NEW Berkshire Hathaway HomeServices Agent and Team websites, 3. Dotloop 2.0 is coming on January 17th, 4. Agent Media Kits, 5. Holiday email drip campaigns, 6. Market Trends Reports in RPR, 7. Commentary on the resignation of Tracy Kasper as NAR's President, 8. Looking Ahead to 2024 with Dave Stevens, 9. 2023 Top 10 Real Estate Companies in Lancaster County. Like what you see here in this video? Hit the SUBSCRIBE button to get notified when new videos get posted. Follow me on these social media platforms: Facebook (business page): https://www.facebook.com/tomblefko Facebook (personal page): https://www.facebook.com/tblefko/ Instagram: https://www.instagram.com/tomblefko/ LinkedIn: https://www.linkedin.com/in/tomblefko/ X: https://twitter.com/tblefko Pinterest: https://www.pinterest.com/tomblefko/ Scribd: https://www.scribd.com/user/362240661/Tom-Blefko Blog: https://www.simplifyingthemarket.com/en/?a=528530-9b5b4e733fbacb19bcf2cbbf397e277e

1. Looking Ahead to
2024 with Dave Stevens
North Pointe Sales Meeting
January 9, 2024

2. Core Services
1/9/2024 2
Dan Ranck
Cell: (717) 271-2400
NMLS # 140989
James Ream
Cell: (484) 824-3630
NMLS # 1598468

3. Core Services
1/9/2024 3

4. Core Services
1/9/2024 4
under contract by June 30, 2024

5. Core Services
1/9/2024 5

6. Core Services
1/9/2024 6
Sarah Tompos
(717) 587-7666
stompos@homesale.com
Alexis Mull
amull@homesale.com

7. Core Services
1/9/2024 7
James White
(717) 575-4014
JamesWhite@homesale.com

8. Core Services
1/9/2024 8
How often should you review
your life insurance policy?

9. Core Services
1/9/2024 9
Most insurance agents and financial advisors advise
reviewing your life insurance policy annually or when a
major life change occurs:
● Housing situation changes
● Family size changes
● Health changes
● Marriage/Divorce
● Beneficiaries change

10. VIP Vendor Spotlight
1/9/2024 10
Ben Bodnar
Owner
(717) 288-7086
info@VincentAndMorgan.co
VincentAndMorgan.co

11. VIP Vendor Spotlight
1/9/2024 11

12. VIP Vendor Spotlight
1/9/2024 12

13. December 2023 Peak Performers
1/9/2024 13

14. December 2023 Peak Performers
1/9/2024 14

15. December 2023 Peak Performers
1/9/2024 15

16. December 2023 Peak Performers
1/9/2024 16

17. January 2024 Kickoff
• Date: Wed., January 17
• Time:
o 8-9 AM – Social hour
o 9-11 AM – Presentation
• Location: Spooky Nook
Sports Complex
1/9/2024 17

18. 2024 Awards Gala
• Date: Thursday, March 7
• Time: 5-10 PM
• Location: Lancaster Marriott
- Register by January 25 –
MORE DETAILS:
Homesale.com/
HomesaleAwardsGala
1/9/2024 18

19. Berkshire Hathaway HomeServices Convention
• Date: March 10-12
• Location: New Orleans
• Cost:
o Bulk Registration: $450
o Social Registration: $450
• Hotel: Hilton New Orleans
Riverside
Contact Laura Chehi to register
lchehi@homesale.com
1/9/2024 19

20. is now LIVE
• Use client’s email address on the TSR
• Clients receive an Automated Client
Survey 24-hours after settlement
• Opt in/out through your Agent
Dashboard
• Testimonials auto-post to your new BHHS Basic Website,
Customizable Full Service Website (thru Agent Services),
Realtor.com Profile and the Testimonial Tree directory
1/9/2024 20

21. is now LIVE
• Feature your Zillow, Google Business
and Facebook Business reviews all in
one place
• Create graphics and share your
testimonials on social media
• Accessible via Single Sign On from our
HomesaleCenter.com Landing Page (housed in BHHS Resource
Center)
1/9/2024 21

22. NEW Berkshire Hathaway HomeServices Websites
• Updated Individual Agent Websites with your current headshot,
personalized bio and social media links from Homesale.com
• Templates feature a Property Search, AVM and your Testimonials
from Testimonial Tree
1/9/2024 22
www.BHHS.com

23. NEW Berkshire Hathaway HomeServices Websites
1/9/2024 23

24. DotLoop 2.0 is Coming January 17th
• Easier loop navigation with tabs
across the top
• Upload other file types and
DotLoop converts to PDF
• Document search is global
across all templates
• Share routing of document
packets
1/9/2024 24

25. DotLoop 2.0 is Coming January 17th
• New document preview mode
to quickly browse
through paperwork
• More intuitive drag and drop to
move documents
Link for training opportunities
will be sent out with meeting
notes
1/9/2024 25

26. Promote Your Business With an Agent Media Kit
• All media kits include:
o Personal consultation
o Professionally written bio that
you can use for anything
o Deliverables professionally
designed in the style of your
choosing and provided in digital
format
1/9/2024 26
Contact Help@Homesale.com

27. Holiday Drip Campaigns
• Available in the BHHS Resource
Center
o Click on the “Marketing Resource”
tile
o Choose “Drip Campaigns” from the
menu bar along the top of your
screen
o Select the drip campaign you’d like
to use or click “New” in the upper
right corner to set one up
1/9/2024 27
16 eCards Available

28. Support the Sunshine Kids
• You can make recurring donations
from each commission/paycheck OR
make lump-sum donations
• Log in to HomesaleCenter.com, go to
our Homesale Center Landing Page &
click on Sunshine Kids Contribution
Form.
1/9/2024 28

29. Market Trends Report in RPR
Real-time data at your fingertips
1/5/2024 29

30. Market Trends Report in
1/9/2024 30
www.NARRPR.com

31. Market Trends Report in
1/9/2024 31
Start typing in a city, county, zip
code, school district, or
neighborhood then select from the
drop down menu

32. Market Trends Report in
1/9/2024 32
Indicates what type of
market we’re in.

33. Market Trends Report in
1/9/2024 33
Indicates what type of
market we’re in.
Click on each tab to get
a different chart

34. Market Trends Report in
1/9/2024 34
Indicates what type of
market we’re in.
Easily change your time
frame

35. Market Trends Report in
1/9/2024 35
Indicates what type of
market we’re in.
Click ‘Share’ to create
social media post

36. Market Trends Report in
1/9/2024 36
Create a customized
printed report

37. Market Trends Report in
1/9/2024 37
Don’t know what to say
when presenting the
report? Let AI help.
Click ‘Create Script’

38. Market Trends Report in
1/9/2024 38
Choose tone:
• Professional
• Engaging
• Conversational

39. Market Trends Report in
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Choose audience:
• Buyers & Sellers
• Buyers
• Sellers

40. Market Trends Report in
1/9/2024 40
What are you going
to do with the
script?

41. Market Trends Report in
1/9/2024 41

42. The U.S. Real Estate Market
The stakes have never been higher
1/5/2024 42

43. What’s going on at NAR?
1/9/2024 43

44. Zillow Playing Hardball
It’s starting to get nasty
1/5/2024 44

45. Zillow Playing Hardball
• In February 2021, Zillow tendered an offer to buy ShowingTime
• In October 2021, the sale was approved
• At that time, many MLSs vowed to provide an alternative to
ShowingTime through an in-house, produced product -OR- an
off-the-shelf program
HERE WE GO - - -
1/9/2024 45

46. Zillow Playing Hardball
The complaint alleges that the defendants are:
“unlawfully attempting to monopolize the market for real estate showing
management services in the geographic regions they control and from
unlawfully conspiring to exclude or severely limit ShowingTime, their
competitor in those markets.”
1/9/2024 46
DEFENDANTS: PLAINTIFFS:

47. A Look Ahead to 2024
with Dave Stevens
1/5/2024 47

48. Dave Stevens Resume
David Stevens has over 40 years of experience in the real
estate and mortgage banking industry.
• Past Senior Vice President of Single Family Lending at
Freddie Mac
• Past Executive Vice President of Wells Fargo’s Wholesale
Lending Division
• Past President of Long & Foster Companies
• Assistant Secretary of Housing and Federal Housing
Commissioner in the Obama administration
• Past President and CEO of the Mortgage Bankers Association
• Chief Executive Officer of Mountain Lake Consulting, Inc., a
financial services consulting firm focused on real estate
finance
1/9/2024 48

49. An Interview with Dave Stevens
1/9/2024 49

50. 1/9/2024 50