agentownedrealty€¦ · agent-owned-and-operated companies as well as local limited-function...

Your Structure

Real Estate • Mortgage • Insurance • Business Brokerage • Property Management

AgentOwnedRealty.com


The AgentOwned Realty Co.

MISSION STATEMENT

Be recognized by the public as the industry leader in providing real estate services in terms of both quality and quantity.

Successfully use the vehicle of company ownership by a broad base of sales associates to create, foster and maintain a group of professionals working closely together as a team to provide the ultimate in real estate services to its customers and clients.

Be a part of and contribute to a working environment that is both pleasurable and profitable with long-term security for all

sales associates.

Service Company

MISSION STATEMENT

To continuously develop the concept and provide the framework to enable a network of AgentOwned companies to

develop and function with unparalleled success in terms of working environment, longtime security, sales associate

monetary success and service to the public.

Develop, operate and maintain a relocation and referral company that provides unparalleled support to a network of

agent-owned-and-operated companies as well as local limited-function referral organizations.


AgentOwned Realty is a group of real estate companies that works in tandem with several

ancillary sister companies.

When agents use these sister companies, operating costs are reduced, and more profit is

left for the shareholders.

Agents are shareholders in their real estate company and share in the profits. And, some of our sister companies offer additional monetary benefits to agents each time their services are

used.

AgentOwned Realty is managed

by the Service Company and provides

ownership without risk.

AgentOwned Realty has several locations available for pop-up appointments, searches, to meet your clients, or to have a closing.

LOCATIONS

ANDERSONFOOTHILL GROUP4022 Clemson Blvd.Anderson, SC 29621P: 864-225-1202F: 864-224-9970

GOOSE CREEK100 Crowfield Blvd.Goose Creek, SC 29445P: 843-572-0004TF: 800-664-3229F: 843-572-6641

ISLE OF PALMS1400-G Palm Blvd.Isle of Palms, SC 29451P: 843-886-9993F: 843-886-9994

MT. PLEASANT824 Johnnie Dodds Blvd.Mt. Pleasant, SC 29464P: 843-884-7300TF: 800-497-9084F: 843-884-7995

MANNING401 S. Mill St.Manning, SC 29102P: 803-433-2800TF: 877-438-2800Fax: 803-433-2369

MANNING - WYBOO2572 Players Course Dr.Manning, SC 29102P: 803-478-9926TF: 800-333-3386F: 803-478-9936

MONCKS CORNER219A North Hwy. 52Moncks Corner, SC 29461P: 843-722-8545F: 843-722-8559

WEST ASHLEY902 Savannah Hwy.Charleston, SC 29407P: 843-769-5100TF: 800-733-7653F: 843-556-9566

SUMMERVILLE - MAIN141-A North Main St.Summerville, SC 29483P: 843-875-1089

SUMMERVILLE - TROLLEY1800 Old Trolley Rd.Summerville, SC 29485P: 843-871-9133TF: 888-540-2821F: 843-871-9137

GOOSE CREEKPALMETTO GROUP597 Old Mt. Holly Rd., Ste. 203Goose Creek, SC 29445P: 843-860-1229

OFFICES

AgentOwned RealtyService Center • Corporate Office

824 Johnnie Dodds Blvd., Ste. B Mt. Pleasant, SC 29464800-497-9084

SUMTER227 Alice Dr., Suite 2Sumter, SC 29150P: 803-905-1180TF: 800-333-3386F: 803-478-9936

{ }1992100%

ONESTOPSHOP

AgentOwned Realty is based on two main

principles:

100% of AgentOwned Realty is owned by its sales associates.

AgentOwned Realty brings all the services needed to complete the purchase of a home with One

Stop Shop.


AgentOwned Realty is where agents become

company owners.

HISTORY

1976

1977

1978

1982

1986

1995

Liz Loadholt earned salesmanreal estate license

Boyd Loadholt earned salesman real estate license

The Liz Loadholt Company opened, Liz and Boyd as cofounders, Liz BIC / Boyd business manager

Became Coldwell Banker Loadholt Realty - 1 office

Company purchased by Coldwell Banker - Claude Loadholt & Ralph Wetherell join - 6 office locations

The AgentOwned Realty Co. opens with 3 offices after Coldwell Banker was sold - 1 agent, Claude Loadholt - 3 managers, Boyd, Liz & Ralph - offering real estate sales

Added mortgage services at all locations

1997

2000

2001

2002

2006

2007

2008

2009

2010

2019

Added title insurance services to all locations - First Summerville office opens

Manning office opens

Added AllState Insurance - Isle of Palms office opens

Added AllState Insurance

Moncks Corner office opens

Open Global Home USA Warranty - Second Summerville office opens

Sumter and Wyboo offices open

Myrtle Beach office opens - Added business brokerage services

Anderson office opens - Added property management services

Estate Plan launches

1992

AgentOwned Realty founders Liz and Boyd Loadholt decided to approach the real estate

industry from a fresh perspective after running traditional companies for years.

Participating Attorneys for AgentOwned Title Insurance

SISTER COMPANIES

Wally Burbage & Associates

P: 843-881-1921 • 843-766-1221

TF: 888-728-1180 • 877-805-2487

F: 843-881-2378 • 843-556-4929

[email protected]/WallyBurbage

Terry Murphy

P: 843-881-0103F: [email protected]

Provider of homeowner warranty through Global Home USA

Call Toll Free: 800-919-2427Or contact your agent for a home warranty

The place to go to buy and sell a business

Mike Wilson: [email protected]

Protecting the dreams of property owners

Call Toll Free: 877-788-9800Or contact your agent for title insurance

Michael Schumaker, Thomas TeikenWeeks & Irvine, LLC

P: 843-553-9100 F: 843-553-9183567 Crowfield Blvd., Goose Creek, SC 29445

W. Alex Dallis, Esq.Dallis Law Firm

P: 843-763-3783 F: 843-556-47751721 Ashley River Rd., Charleston, SC 294071156 Bowman Rd., Ste. 200, Mt. Pleasant, SC 29464

William C. Coffey, Jr

P: 803-435-8847 F: 803-435-89152 North Brooks St., Manning, SC 29102

Rob DonaldsonDonaldson Law Firm, LLC

P: 843-881-8400 F: 843-881-0588317 Wingo Way, Ste. 305, Mt. Pleasant, SC 29464

Robert Irvine, Mark WeeksWeeks & Irvine, LLC

P: 843-553-9800 F: 843-553-98048086-B Rivers Ave., North Charleston, SC 29406

Lisa HerbertLisa Wolff Herbert, PA

P: 843-849-0888 F: 843-849-0889864 Lowcountry Blvd., Ste C, Mt. Pleasant, SC 29464

Joseph Kessinger, Leonard Mitchum Weeks & Irvine, LLC

P: 843-856-9800 F: 843-553-98041100 Queensborough Blvd., Ste. 102, Mt. Pleasant, SC 29464

Warren Curtis, William CroftCurtis & Croft, LLC

P: 803-778-7404 F: 803-773-5645325 West Calhoun St., Sumter, SC 29150

Joe HandHand Law Firm, LLC

P: 843-225-2274 F: 843-225-2284102 W. 8th North St., Ste. F, Summerville, SC 29483

Kiel Gallant NMLS# 1570726

C: 843-697-1444O: [email protected]

100 Crowfield Blvd.Goose Creek, SC 29445

219 North Hwy. 52, Ste. AMoncks Corner, SC 29461

Licensed in 13 States and theDistrict of Columbia

Todd C. Huss Mortgage Manager NMLS# 607906


824 Johnnie Dodds Blvd.Mt. Pleasant, SC 29464

Jake Strickland

P: [email protected]

Brent SuttlesThe Suttles Law Firm, LLC

P: 843-636-8841 F: 800-947-02721711 North Main St., Summerville, SC 29483

Michael BrowderWeeks & Irvine, LLC


Marshall Milligan, Christopher HaynesWeeks & Irvine, LLC

P: 843-571-2996 F: 843-571-2998873 Orleans Rd., Ste. 102 ½, Charleston, SC 29407

Michael J. Flores, LUTCF


There is a difference between working with someone who is employed by a company and someone who owns it. Company owners know their names

are on the line every time they are in contact with the public.

Boyd completed his undergraduate and master’s degrees from Clemson University before earning his

doctorate in statistics from Virginia Tech in 1969. A faculty position at MUSC brought the Loadholts to

Charleston in 1970. In 1986, Boyd left MUSC as a tenured professor to become the chief operating

officer of Coldwell Banker, Charleston.

Graduating from Winthrop University with a bachelor of science in mathematics and a minor in

education, Liz taught high school in Liberty and Estill, SC, for three years. After moving to Charleston,

she focused on her children and competitive tennis. Liz received her real estate license in 1976, and

within six months, she became a leader in the market.

Liz and Boyd opened The Liz Loadholt Company in 1978. Four years later, they purchased the Coldwell

Banker franchise for the Charleston area, becoming Coldwell Banker Loadholt Realty. After their

franchise achieved status as the leading realty company in the Tri-County area, the Coldwell Banker

organization purchased it in 1986, and Liz and Boyd entered the corporate world. Again, they set new

standards for excellence in the industry and ran one of the most successful wholly owned Coldwell

Banker divisions. But their desire to work for themselves never left. And, realizing that many real

estate agents shared these aspirations to own their own company, Liz and Boyd launched

AgentOwned Realty in 1992.

Through their tireless efforts and leadership, AgentOwned Realty has flourished. The company

continues to evolve in ground-breaking fashion to promote the interests of the agent-owner.

Liz and Boyd still greet each day with the passion and enthusiasm that has made them so successful.

Married in 1963, Boyd and Liz Loadholt have made Charleston,

SC, their home for most of that time. They live on a tree farm

in Mount Pleasant, SC. Both of their children, Claude Loadholt

and Liza Loadholt-Valero, have homes on the property. Liz and

Boyd enjoy spending time with their grandchildren, caring for

their tree farm and shag dancing.

LIZ & BOYD LOADHOLTOWNER BENEFITS

Income Potential:

Sister Companies

Allstate & Alliance Insurance

$25 for each Homeowner’s

Insurance quote

Global Home Warranty

$60 for appliance notification

Sunbelt Business Brokers

20% referral fees

AgentOwned Property

Management

45% monthly income

on MM fees

AgentOwned Property

Management

100% finder fees paid

on new leases

Marketing● 75 postcards automatically created and mailed for every listed and

closed residential property

● An ever-growing selection of marketing materials

● High-quality business cards

● The creation and mailing of unique monthly marketing postcards for

your SOI list

● Rear-window wrap or magnetic sign for your vehicle

Professional Development● Mentorship, new agent training and accountability coaching

● Yearly MCE classes offered free (LLR and CTAR)

● Free leads provided through AgentOwned.com

Online Tools● Customizable website profile page

● Personalized mobile app

● Realty Juggler CRM, staff assistance and ongoing training

● SkySlope transaction management software

● Digital signature software

Operational● Name badge

● Color copies

● IT staff support for both business and personal hardware/software

● E&O insurance

The Real Estate Division and

the Service Company provide

a multitude of resources at

no cost to the agent.

Boyd Loadholt, PHDPresident, Founder & [email protected]

MANAGEMENT TEAM

Liz LoadholtFounder, COO, Relocation DirectorTraining Director - BIC - Mt. Pleasant,Manning, Wyboo, Myrtle Beach, [email protected]

Claude LoadholtCOODirector of Title InsuranceBIC - West Ashley

Joe AkersMarketing Director

[email protected]

Andrea RogersManager -Isle of Palms

[email protected]

Stokes GramlingIT Director

[email protected]

Mandy TimmonsComptroller

[email protected]

Todd HussMortgage Manager - Prosperity Home Mortgage

[email protected]

Mike WilsonAOR Business Broker

[email protected]

Dan JohnsonGlobal Home USA

[email protected]

John CrossonBIC - Anderson

[email protected]

Wally BurbageAllstate - Wally Burbage & Associates

[email protected]

[email protected]

Ralph WetherellCOODirector of Home WarrantyBIC - Goose Creek, Summerville-Trolley, Summerville-Main

[email protected]

[email protected]

Liza Loadholt-Valero

Programs Director,Websites

100% COMMISSION & MORE

Property ManagementWe currently manage more than 1,100 properties in the

Charleston area, and agent-owners can be actively engaged in

the properties you refer to our Property Management Division.

Each month, you earn 45% of the monthly management fees.

(Bring in 10 properties with an average monthly rental of $1,300

per month, and earn $585 per month (based on a 10%

management fee).

Estate PlanRecruit and sponsor experienced agents and maximize your

income potential. (See Estate Plan page for more details)

Title InsuranceAgentOwned Realty owns and operates the only realty-based

title company in the state. When you work with a buyer or seller,

our Title Division pays you $50 for obtaining a copy of the

previous title policy. In this manner, we are able to offer your

buyer a reissue credit on his new title policy, thus reducing his

closing cost.

Home WarrantiesWe own Global Home USA, and when you sell and process a

warranty, you earn $60 on each policy for naming the appliances

conveyed with the property.

TrainingEvery two years, agents are required to complete 16 hours of

continuing education. Each 4-hour class costs $40. Unlike other

agencies, AgentOwned Realty covers the cost of these classes

for its agents.

Mentoring ProgramWith AgentOwned Realty’s mentoring program, you have the

ability to mentor new agents through their growth and learning

process, personally earning $2,700 off of their first $30,000 in GCI.

Personal Purchases - 100% Commission*Your living is made selling real estate. Your wealth is made by

buying and investing in real estate. All personal purchases and

sales are paid out to you at 100% commission every time.

*One standard commission sale is required before benefit

becomes available.

MarketingMost marketing services are provided to you at no cost - you only

pay postage. Just Listed/Sold postcards, brochures, business

cards, flyers and more are all provided by your office.

Office OwnershipEach sales associate is a shareholder in his respective office. On a

quarterly basis, the offices distribute available profits. Office

profitability is enhanced not only by an agent’s commission

income, but also by the use of our sister companies for mortgage,

title insurance, homeowners insurance, property management,

and warranty services.

Teams - Unlimited Earning PotentialBuild your own real estate team under the AgentOwned Realty

umbrella of support services. The income possibilities to you as a

team leader are unlimited. Our team concept also can be used to

create powerful two-people partnerships.

AgentOwned Realty’s commission programs have the most aggressive splits of any full-service real estate company in the marketplace. Our most productive agents pay-in a maximum of $15,000 per year on $90,00 or more in GCI.

Liza Loadholt-ValeroArt ValeroPrograms Director,Websites


company owners.

A GROUP OF COMPANIES

Real Estate Division

● Owned by its sales associates ( agent-owners )

● Managed by the Service Company

● Operated at cost

● Any profit belongs to the company owners ( sales associates )

● No hidden fees or profit centers

The Service Company

● Manages the Real Estate Division for AgentOwned

● Provides Brokers-in-Charge and their compensation

● Oversees and develops the sister companies

● Takes responsibility for Real Estate Division losses

● Assumes the Real Estate Division’s risk and liabilities

The Sister Companies

● Allstate Insurance, Wally Burbage & Associates, LLC

● Alliance Insurance

● Prosperity Home Mortgage, LLC

● Global Home USA Warranty

● AgentOwned Title Insurance

● AO Business Brokers

Profit from the sister companies is the key to

AgentOwned Realty.

Expenses

● Website management● Negotiating E&O contracts● Compliance updates● Trademark and branding

● Office management● BIC compensation● R&D● Accounting management

● Service center location● Legal and consultation fees

for R&D● Etc.

EXPENSES

The company owner (sales associate) is responsible for:

● CTAR, SCR, NAR Dues

● MLS fees & dues

You Reimburse

the Co.

● Personal advertising and promotion (discounted rate)● Postage for mail outs and overnights (discounted rate)● Non-standard business cards*● Name badge (initial provided)● Yard signs & riders● MLS lockbox● Optional desk charge (cost varies by location)● DigiSign

* Non-standard business cards include letterpress, foil stamped, etc.

The Real Estate Division is responsible for:

The Service Company is responsible for:

● Office furnishings● Equipment leases● Chamber and office

association memberships● Legal and accounting fees● Basic office supplies● Business licenses● Office leases● Copies

● E&O insurance policy● Marketing● Staff● Flyer production● Postcard production● Email addresses● Office Internet services● IT personnel● Training

● Office landscape maintenance

● Standard Business cards● First name badges● Continuing education● Website consulting● Website discounts● Internet leads● Smarter Agent


A Locally Owned and OperatedIndependent Agency

Alliance represents a number of different insurance companies,and can compare coverage and prices to find the best possiblevalue for your individual needs. We take your needs seriously whenit comes to finding the right policy. We are here to help you find theright coverage at the best price.

We work with over 30 insurance carriers, including:

● Coastal Select● Travelers● Centauri Specialty● Federated National● Gulfstream

● Foremost● Safeco● DairyLand Auto● Progressive● Occidental

● NFIP● Lighthouse● St. Johns● Kinsale● GeoVera Specialty

ALLIANCE INSURANCE SERVICES

INSURANCE DIVISION OF AGENTOWNED REALTY SINCE 2002

Terry [email protected] Ashley, Trolley & Manning

ALLIANCE INSURANCE SERVICESSISTER COMPANY

Jake [email protected] Dodds, IOP & Main Street

Michael [email protected] Creek, Moncks Corner & Anderson

Estate PlanTHE ESTATE PLAN

How it WorksSponsor an unlimited number of agents in your first level. The width is unlimited and pays six levels down. Sponsor agents for any office, regardless of your own office location.

Bonus: Exceed the number of agents needed in a Tier 1 level and that level bumps up to Tier 2. (You must maintain the required number of agents per level to receive the Tier 2 bonus amounts).

Limit: When an agent caps, the payout also caps for that agent.

Payout: The month following the end of each quarter.

Note: Sponsors are responsible for recruitment and must schedule and be present for the first meeting with the office manager.

Eligibility: Both AOR Agents & AOR Employees are eligible. Teams are eligible with a few restrictions. See your Broker for more details and how to get started.

Level 1 has 15 agents at $1575.00 each (Tier 2)






$23,625.00

$17,325.00

$12,993.75

$9,646.63

$7,186.12

$10,729.96

$81,506.46Annual Income

Example:

You sponsor 3 agents a year, over 5 years. That’s 15 agents in your first level who can yield up to $1,575.00 each. Let’s assume those 15 agents only sponsor 1 to 2 agents each, and let’s apply the same logic to the remaining 4 levels. In 5 years, your downline could look like this:

Tier 1Earn up to $1,125.00 for every Agent in your 1st Level, $562.50 in the 2nd, etc.

Tier 2 BonusGo past 9 Agents in Level 1 and earn up to $1,575.00 for All 1st Level agents, etc.

Level Agents Needed

ShareUp To

Per Agent

From Co. $$ $2,250.00

Agents Needed

ShareUp To

Per Agent

From Co. $$$3,150.00

1 1 - 9 $1,125.00 50% 10 + $1,575.00 50%

2 1 - 11 $562.50 25% 12 + $787.50 25%

3 1 - 13 $281.25 12.5% 14 + $393.75 12.5%

4 1 - 15 $140.63 6.25% 16 + $196.87 6.25%

5 1 - 17 $70.31 3.125% 18 + $98.44 3.125%

6 1 - 17 $70.31 3.125% 18 + $98.44 3.125%

Fixed Fee Team

One call checks all • Send us a customer referral includingcontact information and we will check them all.

Companies we represent:

Lines of insurance:

Thad [email protected] Ashley, Main Street & Trolley

● Hagerty● Lexington● Lloyds● NorthLight

● Allstate● American Modern● Chubb● Fireman’s Fund

● Occidental● Zurich

● Boats● Recreation vehicles● Renters● Earthquake● Personal liability

● Homeowners● Condo● Auto● Flood● Investment properties

● Business insurance● Life insurance● Financial services

Refer someone we can quoteand receive

WALLY BURBAGE & ASSOCIATESSISTER COMPANY

Buyers, Sellers, Renters, Friends & Family

Limit One per HouseholdUnlimited Households

$25Cash

All Caps apply to Gross Commission Income (GCI) Once the cap on the 90% split is met, 100% to the

Team Leader(s)

COMMISSION - TEAMS

IndividualAgent-Owner

Team of 2

Team of 3

Team of 4

Team of 5

$0 - $90,000

$0 - $135,000

$0 - $180,000

$0 - $225,000

$0 - $270,000

90% to Agent

90% to Team

90% to Team

90% to Team

90% to Team

AgentOwned has several team options to accommodate a team of any size. A team is an extension of the team leader

and thought of and handled as if it is one person.*

In addition to splits below, Team pays per month:● $450 Fixed fee for first Team Member● $225 Team Fee for each additional member● $50 Association Fee for each member of Team

Julie [email protected] Corner, Manning & Anderson

ALLSTATE WALLY BURBAGE & ASSOCIATES



Team of 2

Team of 3

Team of 4

Team of 5

$0 - $50,000

$0 - $75,000

$0 - $100,000

$0 - $125,000

$0 - $150,000

72% to Agent

72% to Team

72% to Team

72% to Team

72% to Team

80/20 Team

$50,001 - $90,000

$75,001 - $135,000

$100,001 - $180,000

$125,001 - $225,000

$150,001 - $270,000

90% to Agent

90% to Team

90% to Team

90% to Team

90% to Team

In addition to splits below, Team pays per month:● $50 Association Fee for each member of Team

* Some rules and restrictions apply - see team plan form for complete terms.

A full-service

mortgage originator

serving the Carolinas

for over 20 years

● The opportunity to have Prosperity Home Mortgage, LLC, pay up to 0.5% of the loan amount in closing costs for your buyer (for jumbo loans of $510,400 and more, the credit is 0.375%)

● Prompt, thorough communication on the loan status for both you and your clients.● Potentially less in seller-paid closing costs by using your lender’s incentive● Adds another feature to your listing presentation, helping AgentOwned agent-owners stand out as the

best in the market● Adds another feature to your MLS listing, which makes it more attractive to buyers

Prosperity Home Mortgage offers several benefits:

Todd C. HussMortgage Manager, NMLS# 607906, Entity ID: 75164O: 843-606-4740 C: 843-729-0148F: [email protected]

Kiel Gallant

Loan Officer, NMLS# [email protected]

PROSPERITYSISTER COMPANY

GCI:Gross

CommissionIncome

Total commission comes to

company before any splits.

70/30 Plan

$300,000Sales Price

3%Co-Op Commission

$9,000Total Gross Commission

$900Less 10% Service Fee

$

COMMISSION EXAMPLES

$8,100Adjusted Gross Commission

$2,430Less to Office 30%

$5,670Net to Agent

80/20 Plan

$300,000Sales Price

3%Co-Op Commission



$



$6,480Net to Agent

Fixed Fee Plan

$300,000Sales Price

3%Co-Op Commission



$


Additional Options if Selected

GLOBAL HOME WARRANTY USA

Coverage Gold / Sellers ($100

service call fee)

Platinum ($75

service call fee)

Elite ($60

service call fee)

Central Air System ✓ ✓ ✓

Central Heat System ✓ ✓ ✓

Duct Work ✓ ✓ ✓

Dishwasher ✓ ✓ ✓

Garbage Disposal ✓ ✓ ✓

Microwave ✓ ✓ ✓

Oven, Range & Cooktop ✓ ✓ ✓

Water Heaters ✓ ✓ ✓

Sump Pump ✓ ✓ ✓

Polybutylene Piping ✓ ✓ ✓

Electrical ✓ ✓ ✓

Kitchen Refrigerator(Buyers Only) ✓ ✓ ✓

Trash Compactor ✓ ✓

Humidifiers/ Dehumidifiers ✓ ✓

Electronic Air Filters ✓ ✓

Shower Heads ✓ ✓

Faucets and Fixtures ✓ ✓

Ceiling and Attic Fans ✓ ✓

Water Softeners ✓ ✓

Sewer Ejector Pumps ✓ ✓

Geothermal HVAC ✓ ✓

Clearing of Line Stoppages ✓ ✓

Hydro Jetting ✓

Home Inspection Service Coverage $70 $70 ✓

Non-detected preexisting conditions ✓ ✓ ✓

Permits and Code Violations ✓ ✓ ✓

Improper Installation ✓ ✓ ✓

Removal of Defective Equipment ✓ ✓ ✓

Refrigerant Recapture and Disposal ✓ ✓ ✓

Garage Door Opener(s) $40 $40 ✓

Central Vacuum $45 $45 ✓

Clothes Washer/ Dryer $80 $80 ✓

Kitchen Refrigerator Ice Maker $40 $40

Stand Alone Ice Maker $40 $40 $40

Additional Refrigerator/ Freezer $50 $50 $50

Well Pump $85 $85 $85

Swimming Pool/ Spa Equipment $165 $165 $165

Freestanding Spa Equipment $150 $150 $150

Salt Water Pool Circuit Board & Cell $250 $250 $250

Additional Listing Coverage if Selected

Basic Listing Coverage $15 - -Basic Listing Coverage with

HVAC $75 - -

SISTER COMPANY

Complete theworksheet and get $60

W: GlobalHomeUSA.comP: 866-445-3604F: 866-315-4307


[email protected]

3 Waysto Order

COMMISSION - PLANS

Your benefits are never sacrificed for the bottom line.

Maximum in One Year

$9,000Service Company

$5,400Real Estate Division

$600$50 Per Month

$15,000Total

Fixed Fee

Maximum in One Year



$600$50 Per Month

$18,600Total

80 / 20> $30,000

{ Fixed Fee

{ 80 / 20$30,000 or more GCI the previous year

$30,000 - $50,000

{ 70 / 30Less than $30,000 GCI the previous year

$0 - $30,000 Total commission

$50,000 - $90,000

$90,000 or more

*$50 per month charged for every active license

$50,000 - $90,000


$90,000 or more


Total commission $90,000 or more


Service Fee Real Estate Division Company Owner - Sales Associate

27%

63% 72% 90% 100%

18%

18%

72% 90% 100%

$450 per month Flat Fee Charge

On One Year

On One Year

On One Year

Maximum in One Year



$600$50 Per Month

$21,300Total

70 / 30< $30,000

10% 10% 10%

10%

10% 10%

✓

Send a referral, get

after closing!

20% off the top

SUNBELT

The Place to Go to Buy or Sell a Business

Business brokerage is a growing industry that is both challenging and rewarding. Sunbelt brokersfacilitate ownership transition for small and medium-sized companies. These highly specializedintermediaries help business sellers capitalize on their most valuable asset by converting their hard- earned business equity to cash. Simultaneously, they help business buyers realize their dreams ofbecoming independent business owners. In short, business brokerage offers the opportunity to play a valued role at the most critical juncture of the business life cycle--ownership transition.

Mike WilsonSenior BrokerC: 843-693-2138 O: 843-789-4112

[email protected] Savannah Hwy., Charleston, SC 29407

For Buyers

Sunbelt brokers serve as a single source forthousands of businesses listed for sale.

Our brokers, in turn, work with buyers to target specific opportunities that match their previous business experience, skills, desires and expectations.

Sunbelt brokers add value to the buy-side of the transaction by streamlining the overall sales process and expediting the timeframe in which a business is transitioned to new ownership.

For Sellers

Sunbelt brokers assist sellers with determining the value of their business, establishing their asking price, identifying prospective buyers and facilitating negotiations and closing arrangements, thereby enabling sellers to concentrate on the management of their businesses during the sales process.

Our broker services are designed to complement the services provided by attorneys, CPAs, bankers and other professionals.

By working as a team, we are able to collectively provide our clients with a full range of services.

SISTER COMPANY

PRINT & DIGITAL MARKETING

Agent Marketing• Business cards• Agent intro cards• Social Media Posts

Buyer’s Packet• Full-size calendar• Change of address• Financial planner• Address labels

Yard Signs• Custom Vinyl Labels

Stationery• Notecards & Envelopes

Open House• Property flyers• Open house sign-in sheets• Postcards Open house Follow-up thank you cards• Brochures• Bottle labels• AgentOwned-logo balloons

Exclusive Client Gifts (fee)• Travel Bags• Accessory bags• Ties• Throw Pillows• Much more

Marketing Tools• Brochures• Flyers• Bottle labels• Buyer’s notebook• Door hangers• Listing presentations• Calls To Action Postcards• Farming Postcards• Infographic Postcards• Online Templates

Business Supplies• Letterhead• Envelopes• Return Address Labels

AgentOwned.com/Marketing-Home

Online Marketing Templates

Contact the Marketing Department at [email protected]

AgentOwned provides much of your marketing services at no cost to you. Below is just a small selection of marketing resources available to you as an

Agent-Owner.

Just ListedAutomatic Just Listed cards(first 75 are free for every residential listing, additional can be mailed with discounted postage)

Just SoldAutomatic Just Sold cards (first 75 are free for every residential closed sale, additional can be mailed with with discounted postage)

Postcard Mailer Only Program

75TotallyFree

Just ListedAutomatic Just Listed ads are run on Facebook & Instagram to collect leads that are forwarded to you. (free for every residential listing)

Just SoldAutomatic Just Sold ads are run on Facebook & Instagram to collect leads that are forwarded to you. (free for every residential closed sale.)

SocialMedia

Ads

FREE

Social Media Ads Only Program

Just ListedBoth Ads and postcards are processed for each residential listing. (Ad & 75 postcards for every residential listing, additional postcards incur postage costs)

Just SoldBoth Ads and postcards are processed for each residential closed sale. (Ad & 75 postcards for every residential closed sale, additional postcards incur postage costs)

Per ListedPer Sold

$20

Social Media Ads & Postcards Program

MENTORSHIP PROGRAM

One-on-One Career Guidance

AgentOwned Realty’s mentorship program offers new agents the opportunity to receive one-on-one

guidance from an experienced Realtor. We offer this service free of charge to all new agents as one of our many commitments to your growth and success as

a real estate professional.

The mentorship

program is a

company service

provided at no

additional charge.

● Your mentor is assigned by the broker-in-charge.

● Mentors are paid by their offices.● Mentors work closely with their

mentees to help them build their real estate careers.

● Your mentor is available to you at all times, 24-7.

● Mentors and their mentees must be located in same office.

● As a new agent, you pay no additional fees for this service.

TITLE INSURANCE

Your clients can receive

re-issue credits of up to 50%

of their title insurance

premium.

We write Alliant National Title Insurance as well as Chicago Title Insurance. For each, we offer the

unique option of giving your client a re-issue credit for up to 50% of their title insurance

premium. This can save them up to half the cost of their title insurance expenses at closing. It’s a

benefit that very few agencies provide and one that makes working with you and AgentOwned

very attractive.

In addition AgentOwned has a list of over 14 attorneys from which to select for closing so we can

guarantee a re-issue credit if the seller has a title insurance policy that is 10 years old or less..

MARKETING

Print Collateral & Fulfillment

AgentOwned’s in-house marketing department and print shop offers incredible savings compared to incurring the cost of marketing yourself.

Turnaround times are far shorter, putting the materials in the hands of potential clients faster than other agencies. Take a look at the below comparison for a single marketing

campaign to farm your target neighborhood.*

VistaPrint

ITEM COST

Intro Card $213, mailed

Curious Card $213, mailed

CMA Card $213, mailed

Door Hangers $73, 8-day shipping

Notecard, Envelope, Business Card $224, 8-day shipping

Open House Card $213, mailed

TOTAL $1,149

AgentOwned

ITEM COST

Intro Card $0 for card, $67.25 postage

Curious Card $0 for card, $67.25 postage

CMA Card $0 for card, $67.25 postage

Door Hangers $0

Notecard, Envelope, Business Card $0

Open House Card $0 for card, $67.25 postage

TOTAL $269, postage costs only

*Numbers are based on quantities needed for 250 target addresses

MENTORSHIP PROGRAM





The mentorship

program is a

company service

provided at no

additional charge.







TECHNOLOGY

For website information or questions: [email protected]

We’re Here For You

Whether it’s an online design platform for marketing materials, personal web portals, or free consultation and repair of both your personal and work

computers, we’re always expanding our technological offerings.

Online● Not only is the AgentOwned.com website a great resource for

potential leads and capturing them - it provides a wealth of resources

for agents. Online marketing design, training videos, SkySlope login,

ledger access, agent portal access, AOR merchandise store, insurance

quote forms and more are all available from our website.

● Organically one of the top real estate sites - we never pay to place -

that means leads are real and actionable.

● Agent Pages are free informational pages about the agent

automatically created on the AgentOwned website. Agents are able

to customize bios, images, etc.

● Personal Portals allow agents to use a custom domain that links to

their agent page, automatically collects leads that go directly to the

agent, and can be used on all marketing materials. There is a $10 set

up fee and $10 per month but is waived if you join the Leads List

program.

● Online Marketing Design allows agents a platform to create their own

marketing materials from templates. Brochures, flyers, door hangers,

business cards and more are all available to customize.

Online Leads - Leads List Program● Free leads provided through AgentOwned.com

● Position yourself as an expert in your market with blog posts

● Support on lead generation and cultivation

IT Services● In-house technology support assistance, including repair of your

personal and work computer

Floor duty allows

agents to have a

private office,

printer, and

computer while

working their

shift.

FLOOR DUTY

Floor duty allows agents the opportunity to

have their own office, computer, printer, etc.,

during their shift. Agents receive any leads

from calls or walk-ins that come in during that

time.*

This time is typically used for prospecting or

completing projects that require input from

others in the office.

Monday-Saturday9am - 1pm (1st shift)1pm - 5pm (2nd shift)

SundayVaries by office

*If the listing that’s inquired about belongs to another agent in the same office, it must be passed along to the listing agent.

$1,370 average lease

12-month lease

$740 you will earn

$460 CTAR board dues

+ $420 MLS fees

+ $600 AOR mo. assoc. fee

$1,480 total per year owed

$740 average lease earnings

x (2) owners referred to AOR

$1,480 total per year to you

$1,480 lease earnings

- $1,480 fees owed

$0 total owed

ExamplePay for your CTAR board dues, MLS fees, and AgentOwned Realty Association fee with AgentOwned Property Management.

Simply partner with AgentOwned Property

Management. When the property rents, you

will receive a residual of 45% of the collected

management fee each month.

A. The company will be paid commission each month the rent is paid.B. There will be a 10% service fee off the top, then the balance is split 50-50 with the company, which

means 45% of the monthly commission fee goes to you each month of the lease.

PROPERTY MANAGEMENT

A. Agent-owner will be paid $300 for a property that rents for between $1,000 and $1,300 - $500 for a property that rents for $1,300+ upon payment of the first month’s rent, receiving 100% of this commission, and will NOT pass though the standard company commission split.

One-Time Fee

Monthly Fee

Management Responsibilities:

Two Ways an Agent-Owner Can Be Compensated with Property Management:

● Meets with the owner of the property● Takes photos● Installs a lockbox on the property● Finds tenant● Gets lease signed● Gets management agreement signed● Runs full background check on potential

tenant● Handles move-in/move-out inspections

● Puts the property in the MLS● Markets the property● Answers all calls that come in for the

property● Shows the property● Manages property● Manages tenant security deposit● Handles maintenance concerns● Handles legal issues

Agent-Owner Responsibilities:

● Introduces the property manager to the owner of the property● Agent-owner will have his/her name attached to the property address as the person who

referred it, in case the property owner decides to list the property later.

TECHNOLOGY




premium.

International MLS Listings● One of the only brokerages in SC with our listings in The IMLS

● Worldwide recognition and searchability

● Fantastic marketing for listing presentations

Social Media and Online Marketing● Digital templates for social media use

● Classes and workshops on different social media platforms

Personalized Smarter Agent App ● A personalize app that you can share with anyone you choose.

● Map-based searches

● Full MLS info from multiple SC MLS areas

Transaction Management● SkySlope digitizes the entire transaction process keeping all your

records safe and organized.

● Digisign allows agents to get signatures on important documents

without ever leaving the software. Integrated within SkySlope.

● 24/7/365 support for all file management.

Online and In-Person

Our goal is to provide you with the best tools available to obtain and market your listings. Implementation of new programs and services is ever evolving.

Geared toward

building your

business

LLR-required

courses for

licenses:

4 core hours, 6

elective hours

If a member of

CTAR, 6 additional

elective hours

Required Training

● 5 certified LLR instructors

● New agent training

● Any-time training made available with the

AgentOwned Video Library

TRAINING

All continuing education

courses offered in two formats:

- Classroom - $0- Online - $0

Practical and EssentialReal Estate Topics

● Goal-setting sessions● Writing contracts● From contracts to closings● Listing presentations● What constitutes fraud● Title insurance● Dos and don’ts of real estate● Flood insurance● Homeowners insurance vs. flood insurance● Wind and hail insurance● Understanding the mortgage world● Understanding the CL-100● Internet marketing and Internet leads● Google / zipForm● Auto marketing● Ethics● Website consulting

For information or questions on training:[email protected]

MENTORSHIP PROGRAM





The mentorship

program is a

company service

provided at no

additional charge.







$1,370 average lease

12-month lease

$740 you will earn

$460 CTAR board dues

+ $420 MLS fees

+ $600 AOR mo. assoc. fee

$1,480 total per year owed

$740 average lease earnings

x (2) owners referred to AOR

$1,480 total per year to you

$1,480 lease earnings

- $1,480 fees owed

$0 total owed

ExamplePay for your CTAR board dues, MLS fees, and AgentOwned Realty Association fee with AgentOwned Property Management.

Simply partner with AgentOwned Property

Management. When the property rents, you

will receive a residual of 45% of the collected

management fee each month.

A. The company will be paid commission each month the rent is paid.B. There will be a 10% service fee off the top, then the balance is split 50-50 with the company, which

means 45% of the monthly commission fee goes to you each month of the lease.

PROPERTY MANAGEMENT

A. Agent-owner will be paid $300 for a property that rents for between $1,000 and $1,300 - $500 for a property that rents for $1,300+ upon payment of the first month’s rent, receiving 100% of this commission, and will NOT pass though the standard company commission split.

One-Time Fee

Monthly Fee

Management Responsibilities:

Two Ways an Agent-Owner Can Be Compensated with Property Management:

● Meets with the owner of the property● Takes photos● Installs a lockbox on the property● Finds tenant● Gets lease signed● Gets management agreement signed● Runs full background check on potential

tenant● Handles move-in/move-out inspections

● Puts the property in the MLS● Markets the property● Answers all calls that come in for the

property● Shows the property● Manages property● Manages tenant security deposit● Handles maintenance concerns● Handles legal issues

Agent-Owner Responsibilities:

● Introduces the property manager to the owner of the property● Agent-owner will have his/her name attached to the property address as the person who

referred it, in case the property owner decides to list the property later.

TECHNOLOGY




premium.

International MLS Listings● One of the only brokerages in SC with our listings in The IMLS

● Worldwide recognition and searchability

● Fantastic marketing for listing presentations

Social Media and Online Marketing● Digital templates for social media use

● Classes and workshops on different social media platforms

Personalized Smarter Agent App ● A personalize app that you can share with anyone you choose.

● Map-based searches

● Full MLS info from multiple SC MLS areas

Transaction Management● SkySlope digitizes the entire transaction process keeping all your

records safe and organized.

● Digisign allows agents to get signatures on important documents

without ever leaving the software. Integrated within SkySlope.

● 24/7/365 support for all file management.

Online and In-Person

Our goal is to provide you with the best tools available to obtain and market your listings. Implementation of new programs and services is ever evolving.

MENTORSHIP PROGRAM





The mentorship

program is a

company service

provided at no

additional charge.







TECHNOLOGY

For website information or questions: [email protected]

We’re Here For You

Whether it’s an online design platform for marketing materials, personal web portals, or free consultation and repair of both your personal and work

computers, we’re always expanding our technological offerings.

Online● Not only is the AgentOwned.com website a great resource for

potential leads and capturing them - it provides a wealth of resources

for agents. Online marketing design, training videos, SkySlope login,

ledger access, agent portal access, AOR merchandise store, insurance

quote forms and more are all available from our website.

● Organically one of the top real estate sites - we never pay to place -

that means leads are real and actionable.

● Agent Pages are free informational pages about the agent

automatically created on the AgentOwned website. Agents are able

to customize bios, images, etc.

● Personal Portals allow agents to use a custom domain that links to

their agent page, automatically collects leads that go directly to the

agent, and can be used on all marketing materials. There is a $10 set

up fee and $10 per month but is waived if you join the Leads List

program.

● Online Marketing Design allows agents a platform to create their own

marketing materials from templates. Brochures, flyers, door hangers,

business cards and more are all available to customize.

Online Leads - Leads List Program● Free leads provided through AgentOwned.com

● Position yourself as an expert in your market with blog posts

● Support on lead generation and cultivation

IT Services● In-house technology support assistance, including repair of your

personal and work computer

Floor duty allows

agents to have a

private office,

printer, and

computer while

working their

shift.

FLOOR DUTY

Floor duty allows agents the opportunity to

have their own office, computer, printer, etc.,

during their shift. Agents receive any leads

from calls or walk-ins that come in during that

time.*

This time is typically used for prospecting or

completing projects that require input from

others in the office.

Monday-Saturday9am - 1pm (1st shift)1pm - 5pm (2nd shift)

SundayVaries by office

*If the listing that’s inquired about belongs to another agent in the same office, it must be passed along to the listing agent.

MENTORSHIP PROGRAM





The mentorship

program is a

company service

provided at no

additional charge.







TITLE INSURANCE




premium.

We write Alliant National Title Insurance as well as Chicago Title Insurance. For each, we offer the

unique option of giving your client a re-issue credit for up to 50% of their title insurance

premium. This can save them up to half the cost of their title insurance expenses at closing. It’s a

benefit that very few agencies provide and one that makes working with you and AgentOwned

very attractive.

In addition AgentOwned has a list of over 14 attorneys from which to select for closing so we can

guarantee a re-issue credit if the seller has a title insurance policy that is 10 years old or less..

MARKETING

Print Collateral & Fulfillment

AgentOwned’s in-house marketing department and print shop offers incredible savings compared to incurring the cost of marketing yourself.

Turnaround times are far shorter, putting the materials in the hands of potential clients faster than other agencies. Take a look at the below comparison for a single marketing

campaign to farm your target neighborhood.*

VistaPrint

ITEM COST

Intro Card $213, mailed

Curious Card $213, mailed

CMA Card $213, mailed

Door Hangers $73, 8-day shipping

Notecard, Envelope, Business Card $224, 8-day shipping

Open House Card $213, mailed

TOTAL $1,149

AgentOwned

ITEM COST

Intro Card $0 for card, $67.25 postage

Curious Card $0 for card, $67.25 postage

CMA Card $0 for card, $67.25 postage

Door Hangers $0

Notecard, Envelope, Business Card $0

Open House Card $0 for card, $67.25 postage

TOTAL $269, postage costs only

*Numbers are based on quantities needed for 250 target addresses

Send a referral, get

after closing!

20% off the top

SUNBELT

The Place to Go to Buy or Sell a Business

Business brokerage is a growing industry that is both challenging and rewarding. Sunbelt brokersfacilitate ownership transition for small and medium-sized companies. These highly specializedintermediaries help business sellers capitalize on their most valuable asset by converting their hard- earned business equity to cash. Simultaneously, they help business buyers realize their dreams ofbecoming independent business owners. In short, business brokerage offers the opportunity to play a valued role at the most critical juncture of the business life cycle--ownership transition.

Mike WilsonSenior BrokerC: 843-693-2138 O: 843-789-4112

[email protected] Savannah Hwy., Charleston, SC 29407

For Buyers

Sunbelt brokers serve as a single source forthousands of businesses listed for sale.

Our brokers, in turn, work with buyers to target specific opportunities that match their previous business experience, skills, desires and expectations.

Sunbelt brokers add value to the buy-side of the transaction by streamlining the overall sales process and expediting the timeframe in which a business is transitioned to new ownership.

For Sellers

Sunbelt brokers assist sellers with determining the value of their business, establishing their asking price, identifying prospective buyers and facilitating negotiations and closing arrangements, thereby enabling sellers to concentrate on the management of their businesses during the sales process.

Our broker services are designed to complement the services provided by attorneys, CPAs, bankers and other professionals.

By working as a team, we are able to collectively provide our clients with a full range of services.

SISTER COMPANY

PRINT & DIGITAL MARKETING

Agent Marketing• Business cards• Agent intro cards• Social Media Posts

Buyer’s Packet• Full-size calendar• Change of address• Financial planner• Address labels

Yard Signs• Custom Vinyl Labels

Stationery• Notecards & Envelopes

Open House• Property flyers• Open house sign-in sheets• Postcards Open house Follow-up thank you cards• Brochures• Bottle labels• AgentOwned-logo balloons

Exclusive Client Gifts (fee)• Travel Bags• Accessory bags• Ties• Throw Pillows• Much more

Marketing Tools• Brochures• Flyers• Bottle labels• Buyer’s notebook• Door hangers• Listing presentations• Calls To Action Postcards• Farming Postcards• Infographic Postcards• Online Templates

Business Supplies• Letterhead• Envelopes• Return Address Labels

AgentOwned.com/Marketing-Home

Online Marketing Templates

Contact the Marketing Department at [email protected]

AgentOwned provides much of your marketing services at no cost to you. Below is just a small selection of marketing resources available to you as an

Agent-Owner.

Just ListedAutomatic Just Listed cards(first 75 are free for every residential listing, additional can be mailed with discounted postage)

Just SoldAutomatic Just Sold cards (first 75 are free for every residential closed sale, additional can be mailed with with discounted postage)

Postcard Mailer Only Program

75TotallyFree

Just ListedAutomatic Just Listed ads are run on Facebook & Instagram to collect leads that are forwarded to you. (free for every residential listing)

Just SoldAutomatic Just Sold ads are run on Facebook & Instagram to collect leads that are forwarded to you. (free for every residential closed sale.)

SocialMedia

Ads

FREE

Social Media Ads Only Program

Just ListedBoth Ads and postcards are processed for each residential listing. (Ad & 75 postcards for every residential listing, additional postcards incur postage costs)

Just SoldBoth Ads and postcards are processed for each residential closed sale. (Ad & 75 postcards for every residential closed sale, additional postcards incur postage costs)

Per ListedPer Sold

$20

Social Media Ads & Postcards Program

Additional Options if Selected

GLOBAL HOME WARRANTY USA

Coverage Gold / Sellers ($100

service call fee)

Platinum ($75

service call fee)

Elite ($60

service call fee)

Central Air System ✓ ✓ ✓

Central Heat System ✓ ✓ ✓

Duct Work ✓ ✓ ✓

Dishwasher ✓ ✓ ✓

Garbage Disposal ✓ ✓ ✓

Microwave ✓ ✓ ✓

Oven, Range & Cooktop ✓ ✓ ✓

Water Heaters ✓ ✓ ✓

Sump Pump ✓ ✓ ✓

Polybutylene Piping ✓ ✓ ✓

Electrical ✓ ✓ ✓

Kitchen Refrigerator(Buyers Only) ✓ ✓ ✓

Trash Compactor ✓ ✓

Humidifiers/ Dehumidifiers ✓ ✓

Electronic Air Filters ✓ ✓

Shower Heads ✓ ✓

Faucets and Fixtures ✓ ✓

Ceiling and Attic Fans ✓ ✓

Water Softeners ✓ ✓

Sewer Ejector Pumps ✓ ✓

Geothermal HVAC ✓ ✓

Clearing of Line Stoppages ✓ ✓

Hydro Jetting ✓

Home Inspection Service Coverage $70 $70 ✓

Non-detected preexisting conditions ✓ ✓ ✓

Permits and Code Violations ✓ ✓ ✓

Improper Installation ✓ ✓ ✓

Removal of Defective Equipment ✓ ✓ ✓

Refrigerant Recapture and Disposal ✓ ✓ ✓

Garage Door Opener(s) $40 $40 ✓

Central Vacuum $45 $45 ✓

Clothes Washer/ Dryer $80 $80 ✓

Kitchen Refrigerator Ice Maker $40 $40

Stand Alone Ice Maker $40 $40 $40

Additional Refrigerator/ Freezer $50 $50 $50

Well Pump $85 $85 $85

Swimming Pool/ Spa Equipment $165 $165 $165

Freestanding Spa Equipment $150 $150 $150

Salt Water Pool Circuit Board & Cell $250 $250 $250

Additional Listing Coverage if Selected

Basic Listing Coverage $15 - -Basic Listing Coverage with

HVAC $75 - -

SISTER COMPANY

Complete theworksheet and get $60

W: GlobalHomeUSA.comP: 866-445-3604F: 866-315-4307


[email protected]

3 Waysto Order

COMMISSION - PLANS

Your benefits are never sacrificed for the bottom line.

Maximum in One Year



$600$50 Per Month

$15,000Total

Fixed Fee

Maximum in One Year



$600$50 Per Month

$18,600Total

80 / 20> $30,000

{ Fixed Fee

{ 80 / 20$30,000 or more GCI the previous year

$30,000 - $50,000

{ 70 / 30Less than $30,000 GCI the previous year


$50,000 - $90,000

$90,000 or more


$50,000 - $90,000


$90,000 or more


Total commission $90,000 or more


Service Fee Real Estate Division Company Owner - Sales Associate

27%

63% 72% 90% 100%

18%

18%

72% 90% 100%

$450 per month Flat Fee Charge

On One Year

On One Year

On One Year

Maximum in One Year



$600$50 Per Month

$21,300Total

70 / 30< $30,000

10% 10% 10%

10%

10% 10%

✓

A full-service

mortgage originator

serving the Carolinas

for over 20 years

● The opportunity to have Prosperity Home Mortgage, LLC, pay up to 0.5% of the loan amount in closing costs for your buyer (for jumbo loans of $510,400 and more, the credit is 0.375%)

● Prompt, thorough communication on the loan status for both you and your clients.● Potentially less in seller-paid closing costs by using your lender’s incentive● Adds another feature to your listing presentation, helping AgentOwned agent-owners stand out as the

best in the market● Adds another feature to your MLS listing, which makes it more attractive to buyers

Prosperity Home Mortgage offers several benefits:

Todd C. HussMortgage Manager, NMLS# 607906, Entity ID: 75164O: 843-606-4740 C: 843-729-0148F: [email protected]

Kiel Gallant

Loan Officer, NMLS# [email protected]

PROSPERITYSISTER COMPANY

GCI:Gross

CommissionIncome

Total commission comes to

company before any splits.

70/30 Plan

$300,000Sales Price

3%Co-Op Commission



$

COMMISSION EXAMPLES



$5,670Net to Agent

80/20 Plan

$300,000Sales Price

3%Co-Op Commission



$



$6,480Net to Agent

Fixed Fee Plan

$300,000Sales Price

3%Co-Op Commission



$


Fixed Fee Team

One call checks all • Send us a customer referral includingcontact information and we will check them all.

Companies we represent:

Lines of insurance:

Thad [email protected] Ashley, Main Street & Trolley

● Hagerty● Lexington● Lloyds● NorthLight

● Allstate● American Modern● Chubb● Fireman’s Fund

● Occidental● Zurich

● Boats● Recreation vehicles● Renters● Earthquake● Personal liability

● Homeowners● Condo● Auto● Flood● Investment properties

● Business insurance● Life insurance● Financial services

Refer someone we can quoteand receive

WALLY BURBAGE & ASSOCIATESSISTER COMPANY

Buyers, Sellers, Renters, Friends & Family

Limit One per HouseholdUnlimited Households

$25Cash

All Caps apply to Gross Commission Income (GCI) Once the cap on the 90% split is met, 100% to the

Team Leader(s)

COMMISSION - TEAMS


Team of 2

Team of 3

Team of 4

Team of 5

$0 - $90,000

$0 - $135,000

$0 - $180,000

$0 - $225,000

$0 - $270,000

90% to Agent

90% to Team

90% to Team

90% to Team

90% to Team

AgentOwned has several team options to accommodate a team of any size. A team is an extension of the team leader

and thought of and handled as if it is one person.*

In addition to splits below, Team pays per month:● $450 Fixed fee for first Team Member● $225 Team Fee for each additional member● $50 Association Fee for each member of Team

Julie [email protected] Corner, Manning & Anderson

ALLSTATE WALLY BURBAGE & ASSOCIATES



Team of 2

Team of 3

Team of 4

Team of 5

$0 - $50,000

$0 - $75,000

$0 - $100,000

$0 - $125,000

$0 - $150,000

72% to Agent

72% to Team

72% to Team

72% to Team

72% to Team

80/20 Team

$50,001 - $90,000

$75,001 - $135,000

$100,001 - $180,000

$125,001 - $225,000

$150,001 - $270,000

90% to Agent

90% to Team

90% to Team

90% to Team

90% to Team

In addition to splits below, Team pays per month:● $50 Association Fee for each member of Team

* Some rules and restrictions apply - see team plan form for complete terms.

A Locally Owned and OperatedIndependent Agency

Alliance represents a number of different insurance companies,and can compare coverage and prices to find the best possiblevalue for your individual needs. We take your needs seriously whenit comes to finding the right policy. We are here to help you find theright coverage at the best price.

We work with over 30 insurance carriers, including:

● Coastal Select● Travelers● Centauri Specialty● Federated National● Gulfstream

● Foremost● Safeco● DairyLand Auto● Progressive● Occidental

● NFIP● Lighthouse● St. Johns● Kinsale● GeoVera Specialty

ALLIANCE INSURANCE SERVICES


Terry [email protected] Ashley, Trolley & Manning

ALLIANCE INSURANCE SERVICESSISTER COMPANY

Jake [email protected] Dodds, IOP & Main Street

Michael [email protected] Creek, Moncks Corner & Anderson

Estate PlanTHE ESTATE PLAN

How it WorksSponsor an unlimited number of agents in your first level. The width is unlimited and pays six levels down. Sponsor agents for any office, regardless of your own office location.

Bonus: Exceed the number of agents needed in a Tier 1 level and that level bumps up to Tier 2. (You must maintain the required number of agents per level to receive the Tier 2 bonus amounts).

Limit: When an agent caps, the payout also caps for that agent.

Payout: The month following the end of each quarter.

Note: Sponsors are responsible for recruitment and must schedule and be present for the first meeting with the office manager.

Eligibility: Both AOR Agents & AOR Employees are eligible. Teams are eligible with a few restrictions. See your Broker for more details and how to get started.







$23,625.00

$17,325.00

$12,993.75

$9,646.63

$7,186.12

$10,729.96

$81,506.46Annual Income

Example:

You sponsor 3 agents a year, over 5 years. That’s 15 agents in your first level who can yield up to $1,575.00 each. Let’s assume those 15 agents only sponsor 1 to 2 agents each, and let’s apply the same logic to the remaining 4 levels. In 5 years, your downline could look like this:

Tier 1Earn up to $1,125.00 for every Agent in your 1st Level, $562.50 in the 2nd, etc.

Tier 2 BonusGo past 9 Agents in Level 1 and earn up to $1,575.00 for All 1st Level agents, etc.

Level Agents Needed

ShareUp To

Per Agent

From Co. $$ $2,250.00

Agents Needed

ShareUp To

Per Agent

From Co. $$$3,150.00

1 1 - 9 $1,125.00 50% 10 + $1,575.00 50%

2 1 - 11 $562.50 25% 12 + $787.50 25%

3 1 - 13 $281.25 12.5% 14 + $393.75 12.5%

4 1 - 15 $140.63 6.25% 16 + $196.87 6.25%

5 1 - 17 $70.31 3.125% 18 + $98.44 3.125%

6 1 - 17 $70.31 3.125% 18 + $98.44 3.125%


company owners.

A GROUP OF COMPANIES

Real Estate Division

● Owned by its sales associates ( agent-owners )

● Managed by the Service Company

● Operated at cost

● Any profit belongs to the company owners ( sales associates )

● No hidden fees or profit centers

The Service Company

● Manages the Real Estate Division for AgentOwned

● Provides Brokers-in-Charge and their compensation

● Oversees and develops the sister companies

● Takes responsibility for Real Estate Division losses

● Assumes the Real Estate Division’s risk and liabilities

The Sister Companies

● Allstate Insurance, Wally Burbage & Associates, LLC

● Alliance Insurance

● Prosperity Home Mortgage, LLC

● Global Home USA Warranty

● AgentOwned Title Insurance

● AO Business Brokers

Profit from the sister companies is the key to

AgentOwned Realty.

Expenses

● Website management● Negotiating E&O contracts● Compliance updates● Trademark and branding

● Office management● BIC compensation● R&D● Accounting management

● Service center location● Legal and consultation fees

for R&D● Etc.

EXPENSES


● CTAR, SCR, NAR Dues

● MLS fees & dues

You Reimburse

the Co.

● Personal advertising and promotion (discounted rate)● Postage for mail outs and overnights (discounted rate)● Non-standard business cards*● Name badge (initial provided)● Yard signs & riders● MLS lockbox● Optional desk charge (cost varies by location)● DigiSign

* Non-standard business cards include letterpress, foil stamped, etc.

The Real Estate Division is responsible for:

The Service Company is responsible for:

● Office furnishings● Equipment leases● Chamber and office

association memberships● Legal and accounting fees● Basic office supplies● Business licenses● Office leases● Copies

● E&O insurance policy● Marketing● Staff● Flyer production● Postcard production● Email addresses● Office Internet services● IT personnel● Training

● Office landscape maintenance

● Standard Business cards● First name badges● Continuing education● Website consulting● Website discounts● Internet leads● Smarter Agent


Boyd Loadholt, PHDPresident, Founder & [email protected]

MANAGEMENT TEAM

Liz LoadholtFounder, COO, Relocation DirectorTraining Director - BIC - Mt. Pleasant,Manning, Wyboo, Myrtle Beach, [email protected]

Claude LoadholtCOODirector of Title InsuranceBIC - West Ashley

Joe AkersMarketing Director

[email protected]

Andrea RogersManager -Isle of Palms

[email protected]

Stokes GramlingIT Director

[email protected]

Mandy TimmonsComptroller

[email protected]

Todd HussMortgage Manager - Prosperity Home Mortgage

[email protected]

Mike WilsonAOR Business Broker

[email protected]


[email protected]

John CrossonBIC - Anderson

[email protected]

Wally BurbageAllstate - Wally Burbage & Associates

[email protected]

[email protected]

Ralph WetherellCOODirector of Home WarrantyBIC - Goose Creek, Summerville-Trolley, Summerville-Main

[email protected]

[email protected]

Liza Loadholt-Valero

Programs Director,Websites

100% COMMISSION & MORE

Property ManagementWe currently manage more than 1,100 properties in the

Charleston area, and agent-owners can be actively engaged in

the properties you refer to our Property Management Division.

Each month, you earn 45% of the monthly management fees.

(Bring in 10 properties with an average monthly rental of $1,300

per month, and earn $585 per month (based on a 10%

management fee).

Estate PlanRecruit and sponsor experienced agents and maximize your

income potential. (See Estate Plan page for more details)

Title InsuranceAgentOwned Realty owns and operates the only realty-based

title company in the state. When you work with a buyer or seller,

our Title Division pays you $50 for obtaining a copy of the

previous title policy. In this manner, we are able to offer your

buyer a reissue credit on his new title policy, thus reducing his

closing cost.

Home WarrantiesWe own Global Home USA, and when you sell and process a

warranty, you earn $60 on each policy for naming the appliances

conveyed with the property.

TrainingEvery two years, agents are required to complete 16 hours of

continuing education. Each 4-hour class costs $40. Unlike other

agencies, AgentOwned Realty covers the cost of these classes

for its agents.

Mentoring ProgramWith AgentOwned Realty’s mentoring program, you have the

ability to mentor new agents through their growth and learning

process, personally earning $2,700 off of their first $30,000 in GCI.

Personal Purchases - 100% Commission*Your living is made selling real estate. Your wealth is made by

buying and investing in real estate. All personal purchases and

sales are paid out to you at 100% commission every time.

*One standard commission sale is required before benefit

becomes available.

MarketingMost marketing services are provided to you at no cost - you only

pay postage. Just Listed/Sold postcards, brochures, business

cards, flyers and more are all provided by your office.

Office OwnershipEach sales associate is a shareholder in his respective office. On a

quarterly basis, the offices distribute available profits. Office

profitability is enhanced not only by an agent’s commission

income, but also by the use of our sister companies for mortgage,

title insurance, homeowners insurance, property management,

and warranty services.

Teams - Unlimited Earning PotentialBuild your own real estate team under the AgentOwned Realty

umbrella of support services. The income possibilities to you as a

team leader are unlimited. Our team concept also can be used to

create powerful two-people partnerships.

AgentOwned Realty’s commission programs have the most aggressive splits of any full-service real estate company in the marketplace. Our most productive agents pay-in a maximum of $15,000 per year on $90,00 or more in GCI.

Liza Loadholt-ValeroArt ValeroPrograms Director,Websites

There is a difference between working with someone who is employed by a company and someone who owns it. Company owners know their names

are on the line every time they are in contact with the public.

Boyd completed his undergraduate and master’s degrees from Clemson University before earning his

doctorate in statistics from Virginia Tech in 1969. A faculty position at MUSC brought the Loadholts to

Charleston in 1970. In 1986, Boyd left MUSC as a tenured professor to become the chief operating

officer of Coldwell Banker, Charleston.

Graduating from Winthrop University with a bachelor of science in mathematics and a minor in

education, Liz taught high school in Liberty and Estill, SC, for three years. After moving to Charleston,

she focused on her children and competitive tennis. Liz received her real estate license in 1976, and

within six months, she became a leader in the market.

Liz and Boyd opened The Liz Loadholt Company in 1978. Four years later, they purchased the Coldwell

Banker franchise for the Charleston area, becoming Coldwell Banker Loadholt Realty. After their

franchise achieved status as the leading realty company in the Tri-County area, the Coldwell Banker

organization purchased it in 1986, and Liz and Boyd entered the corporate world. Again, they set new

standards for excellence in the industry and ran one of the most successful wholly owned Coldwell

Banker divisions. But their desire to work for themselves never left. And, realizing that many real

estate agents shared these aspirations to own their own company, Liz and Boyd launched

AgentOwned Realty in 1992.

Through their tireless efforts and leadership, AgentOwned Realty has flourished. The company

continues to evolve in ground-breaking fashion to promote the interests of the agent-owner.

Liz and Boyd still greet each day with the passion and enthusiasm that has made them so successful.

Married in 1963, Boyd and Liz Loadholt have made Charleston,

SC, their home for most of that time. They live on a tree farm

in Mount Pleasant, SC. Both of their children, Claude Loadholt

and Liza Loadholt-Valero, have homes on the property. Liz and

Boyd enjoy spending time with their grandchildren, caring for

their tree farm and shag dancing.

LIZ & BOYD LOADHOLTOWNER BENEFITS

Income Potential:

Sister Companies

Allstate & Alliance Insurance

$25 for each Homeowner’s

Insurance quote

Global Home Warranty

$60 for appliance notification

Sunbelt Business Brokers

20% referral fees

AgentOwned Property

Management

45% monthly income

on MM fees

AgentOwned Property

Management

100% finder fees paid

on new leases

Marketing● 75 postcards automatically created and mailed for every listed and

closed residential property

● An ever-growing selection of marketing materials

● High-quality business cards

● The creation and mailing of unique monthly marketing postcards for

your SOI list

● Rear-window wrap or magnetic sign for your vehicle

Professional Development● Mentorship, new agent training and accountability coaching

● Yearly MCE classes offered free (LLR and CTAR)

● Free leads provided through AgentOwned.com

Online Tools● Customizable website profile page

● Personalized mobile app

● Realty Juggler CRM, staff assistance and ongoing training

● SkySlope transaction management software

● Digital signature software

Operational● Name badge

● Color copies

● IT staff support for both business and personal hardware/software

● E&O insurance

The Real Estate Division and

the Service Company provide

a multitude of resources at

no cost to the agent.

HISTORY

1976

1977

1978

1982

1986

1995

Liz Loadholt earned salesmanreal estate license

Boyd Loadholt earned salesman real estate license

The Liz Loadholt Company opened, Liz and Boyd as cofounders, Liz BIC / Boyd business manager

Became Coldwell Banker Loadholt Realty - 1 office

Company purchased by Coldwell Banker - Claude Loadholt & Ralph Wetherell join - 6 office locations

The AgentOwned Realty Co. opens with 3 offices after Coldwell Banker was sold - 1 agent, Claude Loadholt - 3 managers, Boyd, Liz & Ralph - offering real estate sales

Added mortgage services at all locations

1997

2000

2001

2002

2006

2007

2008

2009

2010

2019

Added title insurance services to all locations - First Summerville office opens

Manning office opens

Added AllState Insurance - Isle of Palms office opens

Added AllState Insurance

Moncks Corner office opens

Open Global Home USA Warranty - Second Summerville office opens

Sumter and Wyboo offices open

Myrtle Beach office opens - Added business brokerage services

Anderson office opens - Added property management services

Estate Plan launches

1992

AgentOwned Realty founders Liz and Boyd Loadholt decided to approach the real estate

industry from a fresh perspective after running traditional companies for years.

Participating Attorneys for AgentOwned Title Insurance

SISTER COMPANIES

Wally Burbage & Associates

P: 843-881-1921 • 843-766-1221

TF: 888-728-1180 • 877-805-2487

F: 843-881-2378 • 843-556-4929

[email protected]/WallyBurbage

Terry Murphy


Provider of homeowner warranty through Global Home USA

Call Toll Free: 800-919-2427Or contact your agent for a home warranty

The place to go to buy and sell a business

Mike Wilson: [email protected]

Protecting the dreams of property owners

Call Toll Free: 877-788-9800Or contact your agent for title insurance

Michael Schumaker, Thomas TeikenWeeks & Irvine, LLC

P: 843-553-9100 F: 843-553-9183567 Crowfield Blvd., Goose Creek, SC 29445

W. Alex Dallis, Esq.Dallis Law Firm

P: 843-763-3783 F: 843-556-47751721 Ashley River Rd., Charleston, SC 294071156 Bowman Rd., Ste. 200, Mt. Pleasant, SC 29464

William C. Coffey, Jr

P: 803-435-8847 F: 803-435-89152 North Brooks St., Manning, SC 29102

Rob DonaldsonDonaldson Law Firm, LLC

P: 843-881-8400 F: 843-881-0588317 Wingo Way, Ste. 305, Mt. Pleasant, SC 29464

Robert Irvine, Mark WeeksWeeks & Irvine, LLC

P: 843-553-9800 F: 843-553-98048086-B Rivers Ave., North Charleston, SC 29406

Lisa HerbertLisa Wolff Herbert, PA

P: 843-849-0888 F: 843-849-0889864 Lowcountry Blvd., Ste C, Mt. Pleasant, SC 29464

Joseph Kessinger, Leonard Mitchum Weeks & Irvine, LLC

P: 843-856-9800 F: 843-553-98041100 Queensborough Blvd., Ste. 102, Mt. Pleasant, SC 29464

Warren Curtis, William CroftCurtis & Croft, LLC

P: 803-778-7404 F: 803-773-5645325 West Calhoun St., Sumter, SC 29150

Joe HandHand Law Firm, LLC

P: 843-225-2274 F: 843-225-2284102 W. 8th North St., Ste. F, Summerville, SC 29483

Kiel Gallant NMLS# 1570726


100 Crowfield Blvd.Goose Creek, SC 29445

219 North Hwy. 52, Ste. AMoncks Corner, SC 29461

Licensed in 13 States and theDistrict of Columbia

Todd C. Huss Mortgage Manager NMLS# 607906


824 Johnnie Dodds Blvd.Mt. Pleasant, SC 29464

Jake Strickland

P: [email protected]

Brent SuttlesThe Suttles Law Firm, LLC


Michael BrowderWeeks & Irvine, LLC


Marshall Milligan, Christopher HaynesWeeks & Irvine, LLC

P: 843-571-2996 F: 843-571-2998873 Orleans Rd., Ste. 102 ½, Charleston, SC 29407

Michael J. Flores, LUTCF


AgentOwned Realty has several locations available for pop-up appointments, searches, to meet your clients, or to have a closing.

LOCATIONS

ANDERSONFOOTHILL GROUP4022 Clemson Blvd.Anderson, SC 29621P: 864-225-1202F: 864-224-9970

GOOSE CREEK100 Crowfield Blvd.Goose Creek, SC 29445P: 843-572-0004TF: 800-664-3229F: 843-572-6641

ISLE OF PALMS1400-G Palm Blvd.Isle of Palms, SC 29451P: 843-886-9993F: 843-886-9994

MT. PLEASANT824 Johnnie Dodds Blvd.Mt. Pleasant, SC 29464P: 843-884-7300TF: 800-497-9084F: 843-884-7995

MANNING401 S. Mill St.Manning, SC 29102P: 803-433-2800TF: 877-438-2800Fax: 803-433-2369

MANNING - WYBOO2572 Players Course Dr.Manning, SC 29102P: 803-478-9926TF: 800-333-3386F: 803-478-9936

MONCKS CORNER219A North Hwy. 52Moncks Corner, SC 29461P: 843-722-8545F: 843-722-8559

WEST ASHLEY902 Savannah Hwy.Charleston, SC 29407P: 843-769-5100TF: 800-733-7653F: 843-556-9566

SUMMERVILLE - MAIN141-A North Main St.Summerville, SC 29483P: 843-875-1089

SUMMERVILLE - TROLLEY1800 Old Trolley Rd.Summerville, SC 29485P: 843-871-9133TF: 888-540-2821F: 843-871-9137

GOOSE CREEKPALMETTO GROUP597 Old Mt. Holly Rd., Ste. 203Goose Creek, SC 29445P: 843-860-1229

OFFICES

AgentOwned RealtyService Center • Corporate Office

824 Johnnie Dodds Blvd., Ste. B Mt. Pleasant, SC 29464800-497-9084

SUMTER227 Alice Dr., Suite 2Sumter, SC 29150P: 803-905-1180TF: 800-333-3386F: 803-478-9936

{ }1992100%

ONESTOPSHOP

AgentOwned Realty is based on two main

principles:

100% of AgentOwned Realty is owned by its sales associates.

AgentOwned Realty brings all the services needed to complete the purchase of a home with One

Stop Shop.



company owners.


MISSION STATEMENT

Be recognized by the public as the industry leader in providing real estate services in terms of both quality and quantity.

Successfully use the vehicle of company ownership by a broad base of sales associates to create, foster and maintain a group of professionals working closely together as a team to provide the ultimate in real estate services to its customers and clients.

Be a part of and contribute to a working environment that is both pleasurable and profitable with long-term security for all

sales associates.

Service Company

MISSION STATEMENT

To continuously develop the concept and provide the framework to enable a network of AgentOwned companies to

develop and function with unparalleled success in terms of working environment, longtime security, sales associate

monetary success and service to the public.

Develop, operate and maintain a relocation and referral company that provides unparalleled support to a network of

agent-owned-and-operated companies as well as local limited-function referral organizations.


AgentOwned Realty is a group of real estate companies that works in tandem with several

ancillary sister companies.

When agents use these sister companies, operating costs are reduced, and more profit is

left for the shareholders.

Agents are shareholders in their real estate company and share in the profits. And, some of our sister companies offer additional monetary benefits to agents each time their services are

used.

AgentOwned Realty is managed

by the Service Company and provides

ownership without risk.

Your Structure


AgentOwnedRealty.com


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