SUSPENDED FORM

What WILLIAM DAVIS REALTY Stands For

“Integrity” A person's integrity is their most precious possession. The same holds true for our business and their clients.

“Clientele” Without our clients we cannot survive. We must listen to our clients and understand their needs and wants in a timely manner.

“Quality” It's about doing things right the first time and ALWAYS striving for excellence.

“Commitment & Perseverance” We will always apply ourselves with the vigor and honesty to earn your business for a lifetime.

“Self-Evaluation & Growth-Life” does not stand still nor does business. We are prepared to adapt to changing conditions to better meet our client's needs.

Mission Statement

We promise our clients unequaled personal service delivered with enthusiasm and integrity. Through this commitment, we look to build long lasting relationships.

WILLIAM DAVIS
REALTY

How did you hear about WDR?

Today's Date

Your Name

Address

Are you a US Citizen?

Yes No, please explain in the text box below.

Please explain documentation status

Which applies to you?

Admin New Agent Seasoned Agent Broker Associate

If Experienced, what was your production prior three years?

How may we verify this?

Your email

Secondary email

Phone

Other Phone

Your Cell Carrier?

2 emergency contacts

Drivers License Number / State Issued

SSN

Date of Birth

Place of Birth

Your Email(s)

Your Website(s)

Your Domains(s)

Have you been convicted of a crime, other than a minor traffic citation?

No Yes, please explain in the text box below.

Explanation of Offense(s), with dates

Formal Education / Universities / Dates Degrees Earned

TREC License #

TREC License Expiration Date:

What year did you acquire your real estate license?

If licensed in any other state(s), please furnish details.

No Yes, please explain in the text box below.

Details of licenses, status, states, dates, etc.

I attest that there are no pending complaints, hearings or disciplinary actions against me by TREC, or another state or federal regulating agency.

None known Yes, please explain in the text box below.

Explanation of Allegation(s), with dates.

Your automobile year / make / model

Auto Insurance Carrier

I WILL

carry and maintain full coverage on my auto policy and that I will have coverage for any auto that I use during the course of real estate or real estate related business.

Luxury Home Designations

ALHS‎ CLHMS‎ RSPS (resorts)‎ CIPS (international)‎

Who was your first in-depth discussion about joining WDR with?

Where was your first face to face meeting? (if applicable)

Please rate your experience with your Business Developer.

Excellent Very Good Adequate I have advice

Please describe your Excellent, Very Good, Adequate or Have Advice selection:

WILLIAM DAVIS
REALTY

GOVERNMENT REGULATING AGENCIES

The Rules We Live By
and are required to be aware of

Anti-Trust (Price Fixing)

I understand that commissions are completely negotiable. I understand that price fixing is not allowed.

I don't agree with the Sherman Anti-Trust Act I AGREE to abide by the Sherman Anti-Trust Act

Fair Housing

Protected Classes:

Race, color, national origin, religion, sex, ancestry, familia status and disability.

I understand Fair Housing is a big deal.

I don't agree with Fair Housing I AGREE to abide to the Fair Housing Act

RESPA
(Real Estate Settlement Procedures Act)

RESPA prohibits a person from giving or accepting any thing of value for referrals of settlement service business. Criminal and Civil penalties apply.

I understand RESPA prohibits me from taking gifts or services from title and mortgage companies.

I don't agree with RESPA I AGREE to abide to the RESPA

CFPB
(Consumer Financial Protecton Bureau)

The CFPB was established July 21, 2010. The bureau has broad, independent authority to administer, enforce, and implement 19 federal consumer financial laws. While the CFPB has unbridled power to investigate a company, the bureau has not hesitated to name individuals in its enforcement actions. The CFPB is also SELF-FUNDED.

I understand the CFPB enforces RESPA laws and other consumer laws.

I don't agree with the CFPB's power to fine or imprison me I AGREE to NOT accept gifts from title / mortgage providers

TREC EXISTS TO PROTECT CONSUMERS

I UNDERSTAND

that TREC is "SELF FUNDED." SELF FUNDED means that they exist on fees, fines and penalties. The more TREC assesses, the more TREC makes.

I understand that TREC requires the following links to be on my website and also my email signature:

IABS

Complaint Procedure

I AGREE

to insert the IABS link on my website and email signature

I AGREE

to insert the TREC Complaint Procedure link on my website and email signature

I UNDERSTAND

that TREC wants the public to clearly understand who they are working with. I am not allowed to use the term "realty" or "& associates" or "real estate" or any other term that makes you look like a brokerage. "Team" and "Group" etc. are allowable.

TAR & TREPAC EXIST TO PROTECT REALTORS

Texas Real Estate Political Action Committee (TREPAC)

TREPAC supports candidates for federal, state, and local office that support the real estate profession and private-property rights.

For more info, go to https://www.texasrealestate.com/for-texas-realtors/trepac-award-levels

"Negligent Referral" is

...a legal term for, "you have been sued. You may hire an attorney..."

and ... a nightmare you don't want.

ALWAYS give a list of at least three (3) inspectors that are currently in business.

I AGREE

to always supply a list at least three (3) vendors, always. to never vouch for any of them

WDR IN-HOUSE ITEMS

I UNDERSTAND

that I am expected to have a professional voice mail that states you are with WILLIAM DAVIS REALTY.

I UNDERSTAND that WDR has a closed Facebook page for WDR agents only.

I will join the WDR Closed Facebook Group.

DO YOU REBATE A PORTION OF YOUR COMMISSION TO THE CLIENT?

WE HOPE NOT. But if you do, you need to be aware:

* You must disclose to the lender and your broker in the very beginning.
* You must get approval from your broker and lender in writing.
* You must make your client aware that the lender may not approve the rebate,
even though you have an agreement with the client. This must be in writing.
* There may be an admin / risk fee assessed to the client, payable to WDR Admin/Risk.

PREFERRED VENDORS

Loan Officers: WDR Concierge Representative:
Scotty Gibson Michael Zobeck

WDR supports the above vendors and encourages you to do so as well.

I UNDERSTAND

WDR Concierge is a free service provided to your client. I understand that I should advise my client that this service will be contacting them, to make the move a smooth one.

WDR Concierge takes the headache out of your clients's move, and it's free! Make sure you tell your clients about WDR Concierge and they won't have to worry about hooking up utilities, cable, satellite and lots more. WDR Conciege does that footwork for them. A WDR Conciege representative will contact your client after you begin your CDA, so make sure to tell your client they will be calling!

WDR Property Procedures

1) Executed Listing Agreements shall be turned into the office in 3 days.

2) All Listings must be on CSS.

3) CDA must be completed 21 days before closing.

4) Use the Supra Blue iBox. Combo lock boxes are not allowed.

I UNDERSTAND that WDR provides email domain services and that my current gmail etc can be forwarded through it. Your choices are:

YourName@mywdr.com YourName@williamdavisrealty.com YourName@wdr.city

Spell out you new email:

License Renewal: I understand that it is my responsibility to renew my real estate license and board dues on time.

I AGREE to to take care of my licensing and board dues.

Thinking of an LLC or a DBA? A DBA won't protect you from suit. An LLC also won't protect you from being sued as the holder of a professional real estate license. An LLC WILL burden you with additional tax returns and fees. WDR does not support LLC's.

I UNDERSTAND if I use an LLC for real estate, I may still be sued personally because I am a licensed real estate professional. I UNDERSTAND that a DBA protects me from nothing.

Advertising - Social media, business cards, website pages. ALL require disclosure that you are an agent, and who you broker is. TREC is on this. Facebook postings, if you are talking houses, YOU MUST DISCLOSE.

I AGREE to comply with these and all applicable rules.

Independent Contractor Agreement

I AGREE to the Independent Contractor Agreement.

Policies & Procedures which may change from time to time (written with TAR)

I AGREE to the WDR Policies & Procedures (written with TAR).

ACKNOWLEDGMENT

ACKNOWLEDGMENT AND AGREEMENT BROKERAGE POLICIES AND PROCEDURES.

CONCERNING THE INDEPENDENT CONTRACTOR AGREEMENT

I have read and agree to the STATEMENT OF UNDERSTANDING.

WDR UNDERSTANDING

I have read and agree to the WDR UNDERSTANDING.

WDR Property Procedures Summary

I have read and agree to the WILLIAM DAVIS REALTY Procedures Summary.

W9

View the W9.

Digital Signature - Use Your Left Mouse Button

Clear

I attest with my signature that the above is true and correct, and that I will perform as agreed to the above.

I will follow all WDR policies and procedures, TREC, TAR, NAR and my local board. I know it is my responsibility to be aware of all real estate changes regarding these entities.

REALTOR BOARD OF CHOICE

CHOOSE YOUR OFFICE

COMPENSATION

MENTORING / COACHING PROGRAM

For Rookies and Refresher for those that have been gone for a while. 70/30 split while training - first 5 transactions excluding leases. The program is renewable as agreed to by trainee and Mentor / Coach.

I am a Seasoned Agent. This does not apply to me. Seasoned agent is defined as in practice for the prior two consecutive years, producing a minimum total of 10 transactions. I am a Rookie Agent and I AGREE to WDR Mentoring / Coaching Program for the first 5 transactions (not counting leases). Upon completion from the Mentoring / Coaching program, as determined by my Mentor and Broker, I will graduate to Plan A of the WDR Commission Structure: $99/month - $395 per $10,000 Gross Commission - One Time $199 SignOn** For Commercial properties, my rookie split is 50%. As my volume increases, so will my split, up to 80%.

Choose Your Commission Structure for Success. You Have Numerous Options.

These plans are for Seasoned Agents Only. Rookies are to see plans described above.

Plan A - $99/month - $395 per $10,000 Gross Commission - One Time $199 SignOn** Plan B - $79/month - 80/20 split - One Time SignOn - $195 Plan C - Teams - Family - $199/month + $399/trans. unit -$199 Sign On

++ The Commerical split for rookies is 50%, and can go as high as 80%, depending on your commercial production.

* Sign On Fee is an admin fee charged one time to the agent for the onboarding process.

** "Transaction unit" is every $10,000 in gross commissions per each individual property / and individual legal desciption.

*** I understand that company paid leads incur a referral fee in addition to normal fees.

**** All commercial deals are on a split, and must be reviewed by the Commercial Department and / or WDR Broker.

Optional - SAVE!
You Choose to Save Up to $297

Pay one year in advance and receive one (1) month free ($99).‎ Pay two years in advance and receive three (3) months free ($297).‎

CREDIT CARD AUTHORIZATION

I hereby authorize WILLIAM DAVIS REALTY to charge my credit/debit card. I understand WDR will charge my card on a monthly basis and all changes must be done in writing. I understand WDR is not responsible for any bank fees associated with this card or my account. WDR charges on a monthly basis. The charge will on or near the first of the month. Invoices are created every 30 days. (Any changes or payment plans must be approved by the REALTOR and the WDR office) Put any changes in writing.

Other Fees

I understand that other fees may apply.

Acknowledge

I understand that a 30 day written notice is required to terminate this agreement.

PAYMENT METHOD

Payment Method

Visa Mastercard Discover

16 Digit Credit Card Number

Expiration Date MM/YY

Credit Card Information / 3 digit code

Enter Total Cost

Your Name Typed Here Acknowledges Your Agreement to the Above

Required Picture Upload. Head and shoulders, professional picture for website

Add files

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File Upload for pictures, bios, diplomas, degrees, designations, resumes etc.

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Check Your Calendar

Rate your WDR Business Developer:

Rate your overall WDR experience:

Please tell us why

I authorize WDR to use the above comments in promotional material

LETTER FROM THE BROKER:

Welcome To The WDR Family!

We are so excited to have you join a progressive, agent centered business organization. The goals you set for yourself are going to make you what you want to be, and we are here to help you achieve that.

WDR was established in 2001, and created a new and unique concept to real estate: the Transaction Fee Based Brokerage. Prior to that the company was with a known nationwide and worldwide franchise, and achieved the Top 200 award out of the 3,500 offices worldwide.

As your broker, I'm a Dallas native, and come from a well known real estate family. I have held a broker license since the 1980's, while I started out as a real estate appraiser. I obtained the SRA appraisal designation in 1989; purchased my first real estate franchise in 1994. In 2001 I observed a shift in the market regarding trends in REALTOR commission splits, and decided to create a company that embraced this new paradigm. WDR became one of the first full service brokerages offering commission split percentages up to 100%. I've decades of real estate experience to draw from and am going to be available at any time to assist with your real estate questions.

WDR has a supportive and experienced staff, and we are always here to assist:

Mary Jordan - Director of Administrative Services
Kathy Murray - Director of Mentor Program
Stacy Cady - Marketing Assist & Transaction Coordinator
Shirley Villareal Obert - Front Desk Admin Corporate Office
Suzanne Cady - Front Desk Admin Frisco Office & Mgr.
Kimberly White - Business Developer
August Trevino - Business Developer
Saul Sanchez - NAHREP President - Business Developer

To acquire your business cards, name badges and other marketing materials, go to House of Magnets. The URL is provided below. Also, in the Corporate WDR office, we have the WDR Store, where you can purchase WDR yard signs, folders and other marketing supplies. You will want to consider purchasing a subscription to Kunversion ($29 per month). Kunversion is a very powerful CRM and it will streamline your workflow. Most of our Top Producers use Kunversion. See me for more info on Kunversion.

We really look forward to working with you! See you at the next Orientation - (first Wednesday of each month).

Sincerely,

Bill Jordan
WDR Broker
214.621.9689 cell
972.732.6002 office
billjordan@mywdr.com
TRADITION IN PROGRESS

For Business Cards, Name Badges etc., visit this URL: