copyright © 2004 prelist america, inc. welcome!. relationships

Copyright © 2004 PreList America, Inc.

Welcome!Welcome!

RelationshipsRelationships


How things have changed

Big has gotten bigger (companies and agents)

Internet leveled the field

Image costs more to “keep up”

Technology opened the door to bigger markets, targeted markets


Who’s competing for THE customer?

Some lenders National and local portals Corporate relocation companies “Discounters” Other company’s agents

A SYSTEM

Contract future businessContract future business

Stop Stop prospecting prospecting

……start miningstart mining

BuildBuild a a futurefutureasset portfolioasset portfolio

Negotiation offsetNegotiation offset

Retirement plan/strategy/program/system

Generate future business using Generate future business using extended third party channelsextended third party channels

Establish genuine, unilateral benefit by partnering with:

•Insurance agents

•Financial Planners

•Select local banks

reward customer loyaltyreward customer loyalty

Build an agent team

Be a Realty Advisor—not “an agent”Be a Realty Advisor—not “an agent”Transferable business portfolio

Penetrate niche market

Measurable results, improved ROI & greater efficiency of resources

residualsresidualsresidua

ls

Great training = CERTIFICATION

Sustainable competitive advantage


Don’t change your habits

Change the outcome

REALTY ADVISORREALTY ADVISOR

ORIGINATORORIGINATOR

PRELIST AMERICAPRELIST AMERICA

CONSUMERCONSUMER


Legal Notices & Disclaimers

PreList America, Inc. is a Maryland corporation with corporate headquarters located in Vienna, Virginia.

The patent pending system is administered by PreList America, Inc., a licensed real estate broker.

Programs offered may be available on modified terms or may be prohibited in certain jurisdictions. The system may vary by region or state. Other restrictions may apply.

This document could include technical inaccuracies or typographical errors. Changes are periodically added to the information herein. PreList America, Inc. may make improvements and/or changes in the products, programs and/or fees described herein at any time without notice.

Copyright notice. Copyright © 2004 PreList America, Inc. All rights reserved. PreList System is a trademark of PreList America.

All rights not expressly granted herein are reserved.

REALTY ADVISOR

ORIGINATOR

ConsumerCONSUMERLenderBuilderInsurance/Financial PlannerHR Department Nonprofit Organization

RELATIONSHIPS

CONSUMERCONSUMER


What if the Consumer could…

help their charity of choice benefit from each real estate transaction they participate in

personally direct some of the commission proceeds from each transaction they participate in

“re-commit” to the next two transactions because they were so pleased with their agent


Consumer Commitment Consumer uses the designated Certified PreList Realty Advisor

for next 2 transactions (the sale of their home & purchase of next home)

Consumer is contractually obligated to use the designated CPR-A for 180 days

Consumer agrees to have CPR-A counsel and advise them on the sale of their home and purchase of their next home until these transactions take place

Agreement is in effect until both transactions have been fulfilled or 20 years, whichever occurs first


Consumer Fulfillment

After 181 Days, Consumer can contact customer service to stay with assigned advisor, choose another realty advisor or opt out of network

Consumer can conduct a “For Sale by Owner” but agrees not to use a MLS or web-based realty system without representation by their designated CPR-A

Consumer can pay a termination fee for release from the contractual obligations

Relocation out of region using traditional qualified relocation company satisfies “purchase” side obligation

REALTY ADVISORREALTY ADVISORCONSUMERCONSUMER


Two groups of “Clients”

Prospects…• hope, think, wish, may, might

Under Contract…• will, know, assure, asset

For years we have operated with the first…For years we have operated with the first…

imagine if you can secure some of the second!imagine if you can secure some of the second!


Contrasting Relationships

Real Estate Agent• Transaction Based

• Traditional relationship

• Reactive

• Chases leads

• Conceptual - thinks but doesn’t act

• Not sure where next deal is coming from

PreList Realty Advisor• Retention Based

• Value relationship

• Proactive

• Manages the terms

• Empowered - thinks & uses systems to achieve measurable results

• Spends time on “locked in” customer relationships

Realty Advisor gives Consumer

Comparative Market Valuation of prelisted property within first 30 days of Assignment

Homeowner’s Annual Report yearly thereafter

Home Service Providers

Comparative Market

AnalysisInsurance to Valuation

QuestionnaireMeans to assess equity

in propertyLoan to Valuation

(discontinue PMI)Latest pertinent

information about

market conditions,

legislative actions, etc.

Homeowner’s Annual Report includes…

CPR-A Monthly Report

sample only


Realty Advisor Commitment

Regular contact with the Consumer (required minimum at least once every six months)

Provide Consumer a Homeowner’s Annual Report to include information like a CMA upon prelisting and yearly thereafter

Commission not to exceed 6%


CONSUMERCONSUMERREALTY ADVISORREALTY ADVISOR


National Originations- Take Market Share

Third Party Originated $100 Assignment-Recording-Tracking

Fee (ART Fee) 29% Referral fee

- 20% as Homeowner directed

- 9% PreList America


Local Originations- Build Market Share

Your personal “extended” contacts On your “speed dial” On your “Palm” or “Blackberry” Serve or served on the committee Active supporter already Personal passion


Consumer Relationships

ORIGINATORORIGINATOR CONSUMERCONSUMER

Nonprofit Donor

Employer Employee

Financial Planner Investor & Insured

Lender Borrower

Builder New Home Buyer


Originators

1,372,869 registered nonprofit organizations Employ close to 11 million people 5.7 million people volunteer From 1987 to 1998, nonprofits increased annually at 5.1% and

contributed significantly to U.S. economic growth Businesses now target nonprofits as potential customers

NONPROFITNONPROFIT


NONPROFIT EXAMPLES

Local Church Private Schools Booster Clubs Youth for Tomorrow Boy Scouts Hospice Make-A-Wish Habitat for Humanity

Children's Hospital “PreList” for a Cure Cancer Society S.O.M.E. Ducks Unlimited Alumni Groups Christmas Box Veteran Groups

Traditional fundraising

…and then the PreList way


Career of watching the successful

“I signed up with PreList America and secured 18 new customers – each under contract representing 2 transactions – in my first 30 days! These homes range from $200,000 to over $1 million.”

Chuck BolesAssociate Broker

RE/MAX Allegiance


Retirement plans under attack Firms reducing contributions Health savings accounts part of the trend toward

consumer-driven health policies Money from an HSA may be spent tax-free on medical

expenses Arrangements that work as retirement savings should

appeal to many

Originators

EMPLOYEREMPLOYER

Fund your 401K

…the easy way


FINANCIALFINANCIAL PLANNERPLANNER

INSURANCE SALESPERSONINSURANCE SALESPERSON

STOCK BROKERSTOCK BROKER

Originators


Thought starters for Financial Planners Estate Planning

• wealth transfer to heirs Long Term Care Health Savings Accounts (HSAs)

• building tax deferred accounts Investment Portfolio

• added capital Insurance/Annuities

401K KEOGH IRA SEP’s ROTH 529B

Originator Monthly Report

sample only


15 million people refinanced last year 15 million people are expected to refinance this year 6 million resales occurred last year 6.1 million resales are forecasted for this year

LENDERLENDER

Originators


The Top 10 builders closed 201,000 homes = $45 Billion The Top 400 builders closed 528,907 homes = $107 Billion Monthly availability of 370,000 New Homes for Sale Boomers are driving homeownership upwards Many first-time buyers are in the 35 to 44 age group and growing

for those under 35

Originators

BUILDERBUILDER


Buyer Agency Customers You’ve shown them houses for a month or two,

spending dollars on items such as gas and phone calls

You’ve found them a home and they were happy with your services

What more could you get in return for all the hard work you put into it?

Offer your customers the PreList System to guarantee your future relationship with

your current customers


Don’t change your habits

Change the outcome


WHY WOULDN’T YOU . . .

REALTY ADVISORREALTY ADVISOR


PRELIST AMERICAPRELIST AMERICA

CONSUMERCONSUMER

PreList America is a national provider of real estate services providing...

A SystemA SystemNot supportPatent pending for business methods & systems

Legal Legal AgreementsAgreements

Copyright agreements Legally binding agreements

ComplianceCompliance

Legal opinions from the following:•Baker & Hostetler•Kirkpatrick & Lockhart•Monshower & Miller

Price Waterhouse Coopers (Auditors)RESPA compliant process

Tracking & Tracking & CommunicationCommunication

Nationwide TrackingCross reference with various MLS systemsCross RETS & IDX CompliantAuthenticate with national & local web systemsMonthly newsletter to consumer

PreList Newsletter

…sent monthly to homeowner

sample only

IMAGINEIMAGINE

11%Typical Typical AgentAgent Activity Activity•Already doing—calling, sending holiday cards

100%100%PreList Agreement

Hope Marketing

Typical Typical AdvisorAdvisor Activity Activity•Still doing—calling, sending holiday cards


Backing you up…Materials used to support you

Desk Reference • Training manual including a “Quick Start” guide

• PreList Agreements

• Samples of marketing materials

Available on the Web• Exclusive password protected Web site access to download the

most current versions of:• State specific PreList Agreements

• Marketing brochures and fliers

• PowerPoint presentation

Originator Launch Kits• Nonprofit

• Lender

• Builder

Contract future businessContract future business

Stop Stop prospecting prospecting

……start miningstart mining

BuildBuild a a futurefutureasset portfolioasset portfolio

Negotiation offsetNegotiation offset

Retirement plan/strategy/program/system

Generate future business using Generate future business using extended third party channelsextended third party channels

Establish genuine, unilateral benefit by partnering with:

•Insurance agents

•Financial Planners

•Select local banks

reward customer loyaltyreward customer loyalty

Build an agent team

Be a Realty Advisor—not “an agent”Be a Realty Advisor—not “an agent”Transferable business portfolio

Penetrate niche market

Measurable results, improved ROI & greater efficiency of resources

residualsresidualsresidua

ls

Great training = CERTIFICATION

Sustainable competitive advantage


Action Plan

Protect your personal client base Prepare for “Negotiation offset” Buyer Broker- continued relationship Begin with LOCAL nonprofit originations Provide your PreList representative your

Origination Goals (for assistance)

EnrollmentForm


Special Offer's

Option One• Certification Fee $495

Today’s special…Save $100

Option Two• Pre-purchase 20 Local Originations. 20

at $50 ($1,000).Certification fee waived…Save $495


ROI QuizInvest $1,000 for 20 local originations (each costing $50) with each origination comprising two sides and each side having an average home price of $250,000.

What is YOUR Return on Investment?

a. 27%b. 59%c. 125%d. 249%e. None of the above


ROI Answer

Total commission is $213,000 big bucks

You invest $1,000 no brainer

You get 40 sides such a deal

Each side represents $5,325 commission after 29% referral fee paid customary 3% rate

Answer: 21,200 %

You invested $1,000 & yielded $213,000 ROI = Priceless!


What to expect…

Enroll today Welcome e-mail in 1-3 days to confirm

processing Desk Reference sent to PreList

Representative in 3-5 days. PreList Representative will call to

schedule personal “next steps” Make first, second and third origination…


Apply to become a PreList America Advisor

Click on the Logo to apply.

Thank Thank youyou

copyright © 2004 prelist america, inc. welcome!. relationships

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