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Front Desk: (480)722-9800; [email protected]
Office Fax #: (480)722-9833
Orientation Training
Please keep this handout for future reference!! It will come in handy. For a more detailed
understanding of office policies and agent responsibilities, you MUST review the Agent Manual
that is posted online at www.westusarevelation.com (look under Training—A Forms). This
Orientation does not cover all areas that you are responsible for as an agent.
Interoffice tools and systems
1. Copier – Our copier can be used for faxing, scanning, copying, and printing.
a. Faxing – There is no charge for faxing. Just enter the phone number with area
code (you need a 1 if it is long distance).
b. Scanning- You can also scan documents to your email or a client’s email. You
can even enter a subject line or a message to go with the email. There is no charge
for scanning.
c. Copying and printing – You need your Agent ID (on list by copier) and the last 5
digits of your social security number. We include 100 free copies and/or prints per
month. Above 100, the cost is .05 per side. To print, choose the Cannon copier
(or the IR-ADV 6075). You will see a pop-up box where you enter your codes.
Be sure to CLEAR OUT your code when you are finished. See Heather if you
would like the office printer driver installed on your laptop.
2. Incoming faxes- We HIGHLY recommend that you obtain an efax. This will allow
incoming faxes to come directly to your computer. There are several options out there.
A couple of the services are free if you have really low volume. Metro Fax is a good
option for low monthly fees. However, if you choose to use our office fax to receive
faxes, our procedure is that during normal office hours, these faxes will be sent to your
email. We don’t recommend using our fax number for the weekends as there is no one
available to send them to you and they only come in electronically.
3. Conference Rooms – In order to use the conference rooms, we highly recommend that
you schedule your time in advance. You can make your reservation through the front
desk (or for the larger conference room through Heather). If you are more than 10
minutes late for your reservation and another person needs the room, we will cancel your
reservation. However, if you need the conference room right away and there is no
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reservation, just check in with the front desk, tell them how long you need the room and
it’s yours!
Phone calls that come in to the office for you will be transferred to your cell phones.
Please make sure you update the office (by sending an email to
[email protected]) if your phone number changes or if you will be out of
town.
Office hours are 8:30-5:00 Monday through Friday. For a one-time charge of $25, you
can purchase a key fob for after-hours access. If interested in a key fob, contact
Jacqueline Church ([email protected]). Do not lend out your fob as this is
part of our security system.
Billing – We post bills on or around the 25th of the month. Payments are due by the 1st
and late after the 5th. Late fees will be assessed if your payment is not received on time.
You can pay via check, cash, or credit card (www.westusarevelation.com under
Company Info). We EMAIL your bill to you. If you have a closing AFTER bills are
posted and BEFORE you pay your bill, your bill will come out of your commission. If
you want to avoid this, you should pay your bill before the 25th. If you have questions
about your bill, contact Jacqueline Church at [email protected].
Our public website is: www.WestUSARevelation.com. We will enter your name and
contact information on our Meet our Agents section of the website. It is your
responsibility to email your photo and your bio to [email protected] so we
can upload it to the website (please don’t try to upload your photo yourself as there are
specific dimensions required). Keep in mind that a client who is looking for an agent on
our website will always pick an agent that has a photo and bio over someone who
doesn’t.
Getting Paid – It is your responsibility to get all of your required paperwork in to your
Skyslope file prior to closing. As long as all of your requirements are met AND
reviewed, you will get paid quickly. When we process your commission, we send you an
email announcing whether or not your check has been released. If it is not released, get
your pending requirements in and email [email protected] to let the broker
know you have done so. Then give us a couple of days to process it. Once reviewed and
processed a message will be sent both to you and the front desk to release the check. The
front desk will not release your check without this email sent. You can sign your check
out at the front desk. If a personal check is given for rental commissions or retainer fees,
your check will be held for at least 5 business days while we give time for the personal
check to clear.
Open House signs—We have a limited number of Open House signs available for agents
to borrow. Signs can only be checked out by agents who are on the 70/30 Split program.
Signs can be checked out through Heather on a first-come, first-served basis no earlier
than Thursday morning at 8:30 a.m. and are due back to the office no later than the
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following Tuesday at 5:00 p.m. If not returned on time, there will be a late charge of $5
per sign per day. Agents may borrow up to 6 signs at a time.
10. Safety—If you are going out to show homes with a client you are not entirely
comfortable with, please bring them by the office and introduce them to the front desk
staff. Be prepared to give the front desk a copy of the MLS printouts of the addresses
you will be going to, an approximate time of return, and ask the front desk to get a copy
of the client’s driver’s license. This will be our signal to check up on you and make sure
you are OK. If you get into a problem situation or sense you may be in danger while out
with clients or at an open house, call the front desk and ask for the “Red Folder.” The
front desk will get your location and call 911 for you.
11. Pre-listings—We encourage our agents to ask sellers to keep new listings exclusive to our
office for a few days before going live on MLS (this agreement MUST be written into the
listing contract under Additional Terms). If you would like to advertise a pre-listing,
simply email the information (address, list price, property details, your contact
information, and when it will be going on MLS) to [email protected] and
Heather can send out a blast email for you.
Opportunities to Help Build your Business
1. Rental leads-We send out many rental leads via email/text on a daily basis. If you are
interested in working rental leads and would like to be included on our rental agents list,
contact Mindy Shields ([email protected]). There is a $10 monthly fee for
participation in this program.
2. Floor Time-This is a GREAT way to start building your business!!! You can sign up to
work floor time through the front desk. You are required to take the Working Leads with
Boomtown class (offered once a month) and your 3 new agent required classes before
you can work floor time.
3. Seller Advantage Program- A division of agents specifically geared towards methods of
prospecting for sellers and acquiring listings with specialized tools and systems to do so.
For more information contact Danielle Fazio ([email protected] or
480-241-7177)
4. Lead Gen Center- The Lead Gen Center is a separate, one of a kind, facility. It is set up
with stand up, private cubicles, where agents can go and make prospecting calls. Agents
are supplied headsets and scripts in order to create an environment conducive to making
great calls. There is also a training room at the Lead Gen Center where agents can hone
their skills in prospecting calls. For more information, contact
[email protected] .
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Tools and Systems Crucial to Your Business
1. Paperwork – We want you to be comfortable with two aspects of our paperwork:
KNOWING the paperwork and WORKING the paperwork during transactions. Let’s
start with KNOWING the paperwork:
a. In Arizona, Realtors have a HUGE responsibility and privilege in handling
paperwork for our clients. We don’t require the use of a lawyer during a
transaction. This places an enormous burden on Realtors. You must KNOW
your paperwork and strive to ever improve in how to protect your clients with this
paperwork. Here are some of the steps you must take to KNOW the paperwork:
 Read the paperwork. Just reading the various contracts and addendums
several times will help you to get comfortable with the different forms.
 Take Paperwork 101 – All agents, new and experienced, need to take this
class. We go over paperwork requirements specific to our office. This
class is offered twice a month. You will receive weekly emails announcing
upcoming classes.
 If you are a newer agent (less than 6 months in the business), you are
REQUIRED to take our Agent Launch class. This is an 8-week “boot
camp” that will get you up and running in the business. In the class you
will receive assignments to prepare you to work with the systems and
paperwork required of a Realtor. This class has been approved for 24
hours of CE credit if you complete all the sessions (3 hours credit per
session). Here are some of the topics covered in the series:
- Representing Buyers, Sellers, and Renters
- Contract Writing
- Managing the Inspection Period
- Mortgage and Escrow 101
- 9 Ways to Lose Your License
- Applying Fair Housing Laws
 READ the broker newsletter. This is sent out via email once per quarter.
We often address paperwork issues in this medium.
 Attend the Quarterly Broker Panel Breakfasts. We discuss important
paperwork and legal issues as well as FAQ’s and market trends.
 Watch Chuck and Angela’s videos. www.westusarevelation.com
b. Now let’s talk about WORKING the paperwork for your transactions.
 Accessing paperwork – Your AAR forms for listings and contracts are
obtained through Zipforms. Your Office forms are located online at
www.westusarevelation.com. We call these A Forms.
 Electronic Signatures – We highly recommend utilizing electronic
signatures in your business. This is a huge time saver and incorporates
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well into our paperless systems. We offer electronic signatures at a
discounted rate for an upgraded service and unlimited envelopes for $10
monthly. Please contact [email protected] to sign up.
 Take our Sky Slope class. Sky Slope is where you manage your
transaction paperwork. The process for paperwork is as follows:
 Start your file in Sky Slope.
 Upload your initial paperwork within 5 calendar days of contract
date (in the case of a listing, we go by the date the ER is signed
NOT the date the listing goes active on MLS).
 Add paperwork throughout the transaction as you get it.
 Look for contract requirements from Broker Review.
 Keep in mind that you will get late fines if your contract
paperwork is later than 5 days after contract acceptance or if you
turn in your earnest money receipt late (no matter if you are on the
buyer or seller side). For strategies about avoiding late fees, see
the Broker Newsletter.
 Sky Slope training is available online at
https://vimeo.com/51774025
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We offer one-on-one help with Sky Slope – If you have been to the
class or watched online and still need some help, come see Heather in
the office. For individual help, you must bring in your paperwork to
work with.
 Rejected Offers—We are required by ADRE to keep copies of your
rejected offers. Please email them to
[email protected]. You also need to keep a copy for
your records.
2. Continuing Education – We offer a robust selection of classes. It is your responsibility as
an independent contractor to keep current and up to date with regards to how to run your
business and market trends. We highly recommend regular attendance of continuing
education. The online training calendars can be found at www.westusarevelation.com
(for our smaller classes held here in the main office) and http://chandlerretc.com (for all
other classes, held in the Chandler Real Estate Training Center). Here is a partial list of
some of the classes that we regularly offer our agents:
a. Required Classes for every agent new to West USA Revelation
 Orientation
 Paperwork 101(where we go over company-specific paperwork
requirements)
 Sky Slope (Our online transaction management system)
 Agent Launch Series (newer agents or those re-launching their careers)
This class is only required to agents in the business for less than 6 months or who are coming
back to the business after an extended leave – however it is available and free to any and all
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agents who would like to attend. Agent Launch is an 8 week “boot-camp” style series that
will also give you 24 hours of CE credits. Please RSVP to [email protected]
Revelation Success Series
Required for new agents and available to all agents – A 7 week comprehensive prospecting
course that will get you out in front of prospective clients right away! Designed to help you
get into your first escrow as quickly as possible. Please RSVP to [email protected]
b. Other classes
 Mindset Mondays! Monday mornings from 9-10am in the Revelation
Cafe. Join us for coffee, breakfast and an energizing real estate 'pep talk'
offered by Owners/Designated Broker Chuck and Angela Fazio. Start your
week out right and get excited to go out and make money! Open to ALL
agents so feel free to bring a friend.
 Real Estate Q & A: The first Friday of every month from 12:00-1:00 at the
RETC. An informal panel discussion/lunch and an opportunity for agents to
get all of their real estate questions answered by our expert brokers.
 MLS
1. Searching and Comparable Market Analysis
2. Entering a listing, Changing the status, and Seller net sheets
 Lead Generating with Boomtown (REQUIRED in order to sit floor time)
 Sharper agent – working your database
 FREE Continuing Education classes for renewal credit hours!!!
 Broker Pre-Licensing Course
 For supplemental recordings and videos go to
www.RevelationSuccessSeries.com
 You can also visit www.freeconferencecalling.com to listen to recordings of
sample scripts for how to talk to buyers or sellers. Click Listen to
Recordings and our code is 484237.
3. Vendor Relationships – We highly encourage you to build your vendor relationships
diligently and with careful consideration. Highly successful agents make sure their
partners are strong. We have educated and professional partners to help make your job
easier. Here is a partial list of vendors we recommend. For a current list of vendors, go
to www.westusarevelation.com (look under Company Info).
a. Lending –Deborah LaPierre, Academy Mortgage, (480)200-8403; Michael Lara,
Academy Mortgage, (480)332-4020; Bobbi Orcutt, Chase, (602)750-6866; Alisa
Glutz, Cherry Creek Mortgage, 480-206-6516
b. Title – Magnus Title/MTA, Nicole Shambre – market rep, (480)570-6943; Denise
Sweeney – escrow officer, (480)339-7000
c. Home Inspections – Robert Kiester, Gold Key Inspection, (602)819-5544; John
Tyler, Checklist Inspections, (480)361-8120
d. Home Warranty – Yvette Myer, Old Republic Home Warranty, 1(800)282-7131,
ext. 1246
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e. Business Cards/Flyers—Printing Specialists, Jesse Vigil, (480)968-6258,
http://printingspecialists.com/westusabusinesscard/
f. Short Sale Negotiator—Tony Chard, Inside Edge Shortsale LLC, (602)507-8924,
[email protected]
g. Property Management—Debbie St. Germain, Revelation Rentals, (480)338-7024,
[email protected]
4. Building Your Business – We have an unbelievable system for working leads and lead
generation. Boomtown is a website that allows your clients access to a top of the line
search engine and allows you to track your leads professionally. This system also allows
you to be part of our office lead generating system. This is an OPTIONAL program.
The cost varies according to the program you have signed on with us. We offer training
for the system. For more information contact [email protected].
5. Staying Organized- Sharper Agent is our online contact management system that gives
you the tools to organize and categorize your database, set them up on email drips, create
and send out custom marketing pieces very inexpensively. It is a fantastic way to stay
organized! The cost is $25 a month which is a discount from the regular price to the
public. You can sign up for a free 30 day trial by going to
http://www.sharperagent.com/revitup. We offer training on how to get the most out of
this system.
6. Transaction Management- We have our own in-house transaction management team.
They will take care of starting your Skyslope files, uploading your paperwork, and
making sure you know what your requirements are so you can get paid on time. This is
an optional service and the cost varies. For more information contact Charlie Blackmore
at (602) 738-5450 or [email protected].
7. Mentoring and Coaching to Grow Your Business- Mindy Shields, our Director of
Business Development, is here to help you be the best you can be! She offers one on one
mentoring/coaching to help you get started or take your business to the next level. Please
take advantage of this unique free opportunity! Contact her at
[email protected] or (480)577-6419.
8. Mentorship Program--West USA Realty Revelation offers a Mentor Program for all
agents. Agents who choose to take part in this program are matched with one of our experienced
agents for one-on-one help with open houses, listing/buyer contracts, presentations, paperwork
and more. The agent compensates the mentor with 25% additional commission for their first 3
transactions. If you would like more information on this great opportunity to learn from the best
in the industry, contact Mindy Shields at [email protected] or 480-577-6419.
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WHO DO I ASK?
Broker questions
When you have a broker question you have several choices.
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Email your question to [email protected].
Call the Broker Hotline, (480)532-8363. During the weekdays, if you have to leave a
message, calls are returned three times daily. Weekend calls are returned too, but not
necessarily three times daily.
If your question is urgent and cannot wait, try the broker hotline first. Then, you can call
Chuck or Angela Fazio. Chuck – (480)570-8020. Angela – (480)570-8070.
Sky Slope
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Watch the online training video at https://vimeo.com/51774025 or check your emails
for the next scheduled group class (offered 2 times per month in our office). All agents
need to take this training.
One on one help available with Heather every Monday, Wednesday, and Friday 11:0012:00. (Or by appointment)
If you have uploaded your paperwork and more than 2 business days have passed and
your file does not look reviewed, email [email protected] so that we can
help.
If you have an urgent question, you can contact Skyslope Support at 1(800)5074117 or you can click the Support button on your Skyslope homepage to live chat with
a Skyslope expert.
Billing questions
Email billing questions to [email protected].
You can pay your bill at the front desk via check or cash, or pay online at
www.westusarevelation.com (there is a convenience fee for paying online).
Boomtown and leads
You can email Stephanie at [email protected] or give her a call at (480)2786714.
Commission Checks – Where do I pick them up?
Front Desk
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Commission Checks – Requirements? And Contract Requirements During the Transaction
First check your Sky Slope file for requirements. Then, if you still have questions, email
[email protected] or call the Broker Hotline, (480)532-8363.
I need a Broker Signature!!
You can email or send via electronic signature to [email protected]. You can also walk
a paper over to Heather and she will let you know when the signature will be ready.
If the signature you need is a LIVE signature (for HUD contracts, etc), come in to the office and
give them to Heather. She will get them to Angela as soon as possible for signature. Please note:
All HUD contracts MUST be approved by Neil Rutt ([email protected]) or Carol Rutt-Gruber
([email protected]) BEFORE Angela will sign them!
Where do I find . . . NAID#, EIN #, W-9, copies of brokerage licenses, etc.
We have this information and much more online at www.westusarevelation.com. Look under A
Forms. Spend some time getting to know what’s in this resource. It can save you time and
effort.
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Staff Directory
Chuck Fazio, Owner
[email protected]
Angela Fazio, Designated Broker
[email protected]
Stephannie Hennessey, Managing Broker
Jacqueline Church, Office Manager
(480)570-8020
(480)570-8070
[email protected]
[email protected]
Heather Gonzales, Assistant Office Manager
[email protected]
Summer Wilkins, Director of Lead Gen Center
[email protected]
Amber McGill, Director of First Impressions
[email protected]
Stephanie Habeeb, Director of Client Relations [email protected]
(480)278-6714
Nikki Stevens, Customer Service Specialist
[email protected]
(602)810-4825
Leslie Huckaby, Client Relations Specialist
[email protected]
(602)733-3074
Mindy Shields, Director of Business Development
[email protected]
Danielle Fazio, Director of Seller Advantage Division
[email protected]
Richelle Hooper, Director of Company Relations
[email protected]
Lyndsie Lou, Director of Chandler RETC
[email protected]
(480)320-9444
Debbie St. Germain, Property Manager [email protected]
(480)338-7024
Renee Lindsey, Property Manager [email protected]
(480)338-2972
Michelle Jorgensen, Accountant
[email protected]
(480)577-6419