Branch Agent Meetings March 30, 2016

Moreland Branch Meeting 3.29.2016

2016-03-19 16.15.02

 SELLWOOD RIVERFRONT PARK • SE Spokane & Oaks Pkwy • 6:30 PM

July 11

Keegan Smith- Original urban Americana

July 18

Pete Krebs and the Portland Playboys-Old school western swing & honky tonk

July 25       

Edna Vasquez- Velvety, Latin pop rock with folklore roots

August 1    

Karen Lovely Award-winning contemporary blues

August 8

Quarterflash- Energetic 80's rock music 

Help Someone – Be Awesome!” is the Windermere (Moreland) Way

Just ONE hour of planning a week:  What am I going to do this week to build my business?

For your Blog:

Techno Toilets? REALLY!  I’m guessing the inspiration for these ideas came while sitting.

PDX real estate – 122 different neighborhoods!  Geekie, but very cool!

“If I only had a brain…” Good brains – are we keeping the home grown ones in PDX?  Yes we are!


Ben – Westmoreland Duplex.  2 units, 2b/1b each. $490k

Bill – Happy Valley, 4200 sq.ft.  Master on main, 3bed below/kitchenette.  Partial view, large lot.  $599k, April 1st

Joe – Multnomah Village, 3200 sq.ft. 4b/4b, ¼ acre lot, $650k, mid-April.

Bill – N Dekum, mid-century ranch w/finished basement.  Attached in-law quarters, 3bed on main, potential 4th.  2400 sq.ft. + 580 in-laws. $400-430k, April 21st.

Needs and Wants:

Bill – Milwaukie/Clackamas, up to $350k, 4bed preferred.

  • VA buyers, $300-$400k, Inner westside/Milwaukie, 3bed, large yard.
  • 1st time buyers, $240k, out to Molalla

Joylene – 1st time buyer, $250k, Beaverton

  • $800k cash buyer in Sellwood/Eastmoreland

Tony – Condo, up to $400k, 1bed, Inner Westside/NW

Branch Stuff:                 

  • American Home Shield completed four repairs in our clients’ homes last week and paid $1603 in claims.  Two repairs were plumbing and one each was appliances and heating.
  • The Moreland inaugural Bracket Challenge and Foundation Fund Raiser results SO FAR. NO ONE picked the winner, but we still have a couple of points up for grabs. We’ll find out Saturday!
  • Client Surveys – Some clarification. One, the third floor’s procedure failed. Joanie apologized for some being so late. Also, I’m checking all transaction memos now, and putting a NEED on the Pipeline checklist ifyour client’s email, current address, and for sellers, forwarding address is missing. This should help a lot.
  • We have someone famous in our midst! AWESOME!

Education Opportunities       

  • 4/8        MoxiWorks Webinar @ MO       10-11                                                                Free
  • 4/12    Lake Corp Easements @ MO       10-11                                                                Free
  • 4/12     Code of Ethics @ WEC                  1-4                        Details here              2.5CE               $25
  • 4/20-21 SRES @ WEC                                 8:30-5                 Details here              10CE               $169
  • 4/26     Personal Branding @ WEC         1-3                Details here              $25
  • 5/11     Moxi Works @ Moreland            1-4                                                                     Free

Consistent Connections:  Business Ethics: Do not tell people what you think – tell them what you know.

  • 3/29     First Time Home Buyer Seminar @ MO 6 – 7:15 THIRTY PEOPLE! Rock on!
  • Ninja ‘Nine Habbits for Success in ‘Giving the Business’ ATTACHED
  • Exposio Steps up for our Windermere Chocolate Run. Thank you!!
  • Windermere Week of Gratitude March 28 to April 1

Listing Specialist: Business Ethics: Be considerate (and also your clients) of the seller’s property.

Windermere Foundation CMA Sheets (Current) ATTACHED Save these for your CMA!

Transaction Master:   “He who has learned to disagree without being disagreeable has discovered the most valuable secret of a diplomat.” Robert Estabrook

  • Have you seen or used the term PITIA? Principal, Interest, Tax, Insurance AND Association fees. It’s a good idea!
    Taxes on New Construction cheat sheet ATTACHED
  • Hyperlinks on Prelims – Maybe yes, maybe no. Be careful. I checked 20 prelims. 10 had links, and 10 did not.
  • Pearl Office – If you need to use the new office – here’s how. ATTACHED

Business Savvy: True generosity means living a life that benefits others. Rachel from Forte                                            

Ed Wood – American Home Shield – NEW policy! Big price reduction and simplier format. Be sure to use only the NEW forms!
Clayton Scott – Penrith Mortgage
Linda Degnan – Lawyer’s Title