The Book 5-5-16

Requirements of a Certified Relocation Specialist

• Full-time sales associate with a minimum of 3 years in the industry for third party and 1 year for broker to broker • Completion of the bi-annual relocation training session • Approval of the Principal Broker • Submission of one qualified outgoing referral per year • Knowledge of the ERC Broker’s Price Opinion worksheet (for third party) • Attendance at weekly sales meetings on a regular basis • Delivery of excellent customer service... exceeding expectations • Must pay 45% referral fee to the Relocation Department upon closing the transaction • Willingness to give up a referral if the sales associate cannot meet the needs of the client, or a request is made by the transferee, or the originating source

Assignment of Referrals

Referrals are assigned based on the following criteria:

• Relocation Department will conduct a needs assessment with the incoming or outgoing transferee. • Principal Broker will be contacted first to assign the agent. Principal Brokers may not personally take the referral unless requested. • Requested - if a particular sales associate is requested, that sales associate will be assigned and Principal Broker will be notified. • Principal Broker will tell the Relocation Department who the best fit is for the transferee. Relocation Department may NOT directly assign a transferee. Relocation Department must make contact with the Principal Broker by phone, text and email. • Principal Broker approval for each referral assignment. • In order to protect an existing relationship that the sales associate has with a client, all out-of-town clients or past clients with relocation benefits should be registered with the Relocation Department. This will prevent the Relocation Department from making dual assignments. Registered clients / requested agents are subject to the same 45% referral fee along with the same procedural requirements to meet third party and corporate client’s needs. • The Relocation Department will reassign the referral in the event the agent leaves Parks.

CORPORATE RELOCATION