CONCIERGE PROGRAM

High-producing agents don’t need more tasks. They need more protected time for the activities that generate income. P r o d u c t i v i t yPEIIPPRODUCTIVE TIMEINDIRECTLY PRODUCTIVE TIMEEVERYTHING ELSEEListing Presentations Buyer Consultations Showing Homes Negotiating Contracts Inspections ClosingsProspecting Following Up with Clients Networking Community Events Hosting Open Houses Creating ContentAdmin Paperwork Routine Emails CRM Updates Scheduling OrganizingP-I-E TimeThe most productive agents spend as much time as possible in front of their clients and nurturing relationships.We Take Care of the “E”

S e r v i c e s At Aweigh Real Estate, we believe your time should be spent building relationships and helping clients—not juggling endless tasks. That’s why our Agent Concierge Program takes care of the details, so you can focus on growing your business.LISTING SERVICES DONE FOR YOU Professional Listing Photos – We schedule and pay for basic listing photos Company Signs & Custom Riders – We provide eye-catching signage. Custom Seller Consultation Brochures – We deliver directly to your sellers. Full Transaction Coordination – We handle the details, you focus on the deal. Sign & Lockbox Installation/Removal – We handle setup and removal. CRM & Transaction Software – We keep your pipeline organized. In-House Marketing & Production – We design and produce your marketing. Just Listed / Just Sold / Open House / Under Contract Postcards Open House Signs – We provide professional, branded signs. Unlimited Business Cards – Created and printed at no cost to you. BUYER SERVICES DONE FOR YOU Custom Buyer Consultation Brochures – Provided and branded to you. Full Transaction Coordination – Seamless support from contract to close. CRM & Transaction Software – Stay on top of your buyers effortlessly. Just Sold Postcards – We send postcards at every step of the transaction. SPHERE OF INFLUENCE DONE FOR YOU Customizable Agent Website – Provided and managed for you. Real Estate Review Packages – Customized, prepared and delivered! Monthly Newsletter – We send professional content to your database. Auto-Flow & Holiday Postcards – We automate your SOI outreach. Free Hardback Copies of Ninja Selling and Accidental Real EstateServices Done For You!

We handle the indirect work so you can stay productive. At a high level of production, marketing must be consistent, polished, and fast — but it doesn’t have to be done by you. While you are prospecting, presenting, and negotiating, your concierge team prepares the materials that support your image. Branded Templates Customized to You We align designs with your headshot, contact information, and style. You maintain a strong personal brand without spending hours formatting or editing. Listing Brochures Professionally assembled, ready for showings and open houses, reinforcing your expertise while you focus on clients. Open House Flyers & Door Hangers Prepared and printed without interrupting your lead generation schedule. Just Listed / Just Sold Postcards Stay visible in your farm and your sphere without designing, ordering, or coordinating mailings yourself.M a r k e t i n g P r e p a r a t i o n

L i s t i n g S e r v i c e sBuyer & Seller Consultation Materials Walk into presentations confident, organized, and impressive — without building packages late at night. Business Cards Handled for you, consistent with brokerage standards. Real Estate Reviews We prepare your data so you can deliver value conversations that lead to repeat and referral opportunities. You stay in appointments. We handle the preparation.

D e s i g n C o n s u l t a t i o nWhile we have ready-to-use templates available, we want to make sure your business still feels like your business. That’s why we start with a one- on-one design consultation with your concierge. During this session, they’ll work with you to personalize our Aweigh Templates so they reflect your style and brand. Share what you like, what you don’t like, and any ideas you’d love to incorporate for your clients. After your consultation, everything will be organized and saved in a custom branding folder created just for you — making it easy to stay consistent and professional across all your materials! **Aweigh Colors and Logos must be used**CUSTOM MARKETING ITEMS WHAT IS NEEDED FOR DESIGN CONSULTAGENT BIOPHONE NUMBEREMAILHEADSHOTBOLD TRAIL WEBSITEJUST SOLD POST CARDBUSINESS CARDSOPEN HOUSE FLYEROPEN HOUSE DOOR HANGERSPRE-LISTING CONSULTATIONBUYERS CONSULATIONJUST LISTED POST CARDUNDER CONTRACT POST CARDLISTING BROCHUREREAL ESTATE REVIEWNEWS LETTER/AUTOFLOWCMA CONSULTATIONGETTING STARTED

O r d e r i n g S e r v i c e sHOW TO REQUEST SERVICES 1. Go to aweighrealty.com--> 2. Select “Agent Services Request” 3. Select which service you would like Listing Consultation Package & CMA Use to request Consultation Brochures & CMA Packages! Please have the following Documents from Rein for your CMA: CMA Price Adjustments, Number Of Days on Market, Summary of Comparables, CMA Map Layout, Pricing Recommendations. Buyer Consultation Brochure Use this to request a Buyer’s Consultation Brochure! Ratified Purchase Contract Turn-in Use this to send us your Ratified Purchase agreement to start your Transaction Coordination services. This will be used if your are representing the Buyer or the Seller! Real Estate Review Use this to request a Real Estate Review for your clients! New Listing Turn-In Use this to submit a new Listing Agreement and to select your Listing Transaction Services

L i s t i n g P h o t o S e r v i c e sLISTING PHOTOS We provide professional listing photography as a standard marketing benefit to help every listing make a strong first impression online. We partner with Virtual Tidewater to supply a full basic listing media package at no cost to you. This package includes high-quality professional photos plus a 3D tour, giving your listings the visual impact and immersive experience today’s buyers expect. We understand that some agents have established relationships with their own photographers. You are always welcome to use your preferred vendor instead. If you choose this option, the brokerage will reimburse the cost up to the value of the standard Virtual Tidewater basic listing package. Any upgrades or additional services beyond that package would be the agent’s responsibility. This benefit ensures every listing receives professional, high-quality marketing while still giving you flexibility to work with the vendors you trust. Example of Virtual Tidewater’s Photo and 3D Tour package

L o c k b o x a n d S i g n S e r v i c e s Sign Services On the day of Listing, an Aweigh Real Estate sign will be placed at the address. This will include a rider with your name and number. When you request listing services, please choose between a wooden post or a metal sign.

L i s t i n g B r o c h u r e We create a professionally designed listing brochure using high-quality photos and detailed information. This brochure highlights your home’s key features, layout, and upgrades, giving buyers an attractive and easy-to-reference overview during showings and open houses. It allows potential buyers to envision the home, remember important details, and take the information with them after their visit.

L i s t i n g B r o c h u r e

We promote your home locally with professionally designed postcards featuring your property. As a concierge agent, we will send Just Listed, Open House, Under Contract and Just Sold postcards to the nearest fifty (50) homeowners (200 total!). Marketing proofs and the mailing list will be sent to you for approval before mailing. P o s t c a r d s If you choose to brand the postcards with Revolution Mortgage, they will contribute to an additional 200 mailings at no cost to you (for a total of 400!)

O p e n H o u s e M a r k e t i n g Open House Flyers & Door Hangers To build excitement and increase attendance, we provide professionally designed open house flyers or door hangers that allow you to personally invite nearby neighbors before the event. This targeted outreach helps create awareness, encourages word-of-mouth promotion, and attracts potential buyers who already love the neighborhood.

Another benefit to our Concierge program is our comprehensive Seller Success Guide — a professionally designed roadmap that walks homeowners through every step of the selling journey before the home ever hits the market. This guide is delivered alongside the listing paperwork and disclosures so sellers feel informed, prepared, and confident from day one. During your initial design consultation, we will go through each page to ensure it is branded correctly and reflects your business. Why this guide is valuable to sellers Selling a home can feel overwhelming and uncertain. Our Seller’s Guide removes the guesswork by: Explaining the process step-by-step so sellers know what to expect Helping homeowners prepare their property to attract stronger offers Reducing surprises during inspections, showings, and closing Saving time by organizing tasks into a clear timeline and checklist Providing trusted local resources and vendor recommendations Reinforcing that our brokerage manages the entire process from consultation to closingP r e - L i s t i n g P a c k a g ePRE-LISTING PACKAGEThis guide transforms the listing appointment from a conversation into a clear, structured plan for success. Included in our Pre-Listing Package: Seller’s guide Draft Listing Agreement Documents Real Estate Disclosures Documents Prior to your appointment, these are sent by courier to your client at no cost to you.

The Roadmap From Listing to Closing The guide outlines the entire selling journey in a simple, visual format, including: Consultation and pricing strategy Home preparation and staging guidance Marketing launch and showings Offer review and negotiations Inspections, appraisal, and title work Closing and moving preparation Pre-Listing Preparation & Home Readiness We provide detailed checklists that help sellers prepare their home to stand out and sell faster, including: Decluttering, cleaning, and depersonalizing guidance Photo-ready and showing-ready checklists Pre-inspection preparation tips Minor repair and maintenance recommendations Exterior and curb appeal improvement suggestions Pricing Education & Market Strategy The guide explains how proper pricing impacts: Days on market Buyer activity and showings Appraisal success Final sales price and net proceedsMarketing & Exposure Plan Sellers see exactly how their home will be promoted through our marketing system, including: Professional photography and marketing materials MLS and major website exposure Social media and advertising campaigns Neighbor outreach and community marketing Open house strategy Weekly marketing updates and communication Common Seller Mistakes to Avoid We proactively coach sellers on how to avoid costly missteps such as: Overpricing Inadequate preparation Emotional decision-making Ignoring repairs or inspection concerns Moving & Utility Checklists To support sellers beyond the transaction, the guide includes: Moving timelines and planning checklists Utility transfer and change-of-address reminders What to bring to closing Vendor and service provider recommendationsP r e - L i s t i n g P a c k a g e

Providing a Buyer Guide at the start of the relationship makes clients feel informed, organized, and cared for from the first consultation through closing and beyond. This education builds trust, reduces stress, and ensures a smoother path to homeownership. This professional guide walks clients through the entire home-buying journey so they feel confident, prepared, and empowered from the very beginning. Buying a home is one of the largest financial decisions a person will make. Our Buyer Guide ensures clients never feel lost, rushed, or unsure of what comes next. Why this guide is valuable to buyers Our Buyer Guide turns a complicated process into a clear, step-by-step plan by: Explaining the buying process from consultation to closing Educating buyers on real estate terminology and contracts Preparing buyers for financing, inspections, and negotiations Reducing stress by outlining timelines and expectations Providing trusted local vendors and service partners Demonstrating our full-service, concierge approach from day oneB u y e r C o n s u l t a t i o n P a c k a g eBUYER CONSULTATION PACKAGEThis guide transforms the listing appointment from a conversation into a clear, structured plan for success. Included in our Buyer’s Package: Buyer’s guide Draft Purchase Agreement Documents Real Estate Disclosures Documents Prior to your appointment, these are sent by courier to your client at no cost to you.

B u y e r ’ s C o n s u l t a t i o n P a c k a g eA Clear Roadmap to Homeownership The guide visually breaks down the full buying journey, including: Initial consultation and goal setting Financing and pre-approval guidance Home search strategy Writing and negotiating offers Inspections, appraisal, and title work Final walkthrough and closing day Understanding Real Estate Terms & Contracts We simplify industry terminology so buyers feel informed and empowered when making decisions. The guide explains: Earnest money and escrow Appraisals and contingencies Title and closing costs Inspections and negotiations Financing & Offer Preparation Buyers learn how to prepare for the financial side of purchasing, including: The importance of lender pre-approval What impacts purchasing power Typical closing costs and expenses How strong offers are structured What happens once an offer is acceptedInspections, Appraisal & Transaction Milestones We outline what happens after a contract is ratified so buyers know exactly what to expect: Scheduling and understanding inspections Reviewing repair requests and negotiations The appraisal and loan approval process Title search and final lender commitment Moving & Utility Planning Our concierge experience extends beyond the purchase. Buyers receive: Moving timelines and planning checklists Utility setup reminders Important document and address- change guidance What to bring to closing day Trusted Vendor & Partner Resources The guide includes recommended professionals such as: Lenders and title partners Inspectors and home warranty providers Cleaning, repair, and home service vendors

C o n t r a c t S e r v i c e s Create Listing Paperwork Upload Listing Into Rein, Make it Active, Contingent, & mark as Sold Make sure Listing is Compliant in Rein Set up Open Houses in Rein Create BackOffice Transaction and Make sure it is Compliant Adjust Prices (With Signed Listing Change Form) Confirm payoff was ordered (If applicable) Order HOA/Condo Docs (If applicable) Order Listing Home WarrantyA Transaction Coordinator is an administrative professional who manages the paperwork, deadlines, and communication involved in a real estate transaction from contract to close. Their primary role is to ensure that every detail of the process runs smoothly, is completed on time, and complies with legal and brokerage requirements. They act as the hub of communication between agents, clients, lenders, title companies, and inspectors, keeping everyone informed and on track. A TC typically handles tasks such as collecting signatures, tracking contract deadlines, scheduling inspections, submitting required forms, and maintaining organized transaction files. By taking care of these details, a Transaction Coordinator allows real estate agents to focus more on serving clients and generating new business, while also providing clients with a smoother, less stressful experience. WHAT IS A TC AND WHAT DO THEY DO?TRANSACTION COORDINATIONListing Side

Create BackOffice Transaction & Make sure it is compliant Create an email chain to keep everyone contacted throughout the transaction Make sure Closing Company has our Disclosures Confirm EMD is paid to Settlement Company within the 2 Day Timeframe Confirm Settlement Company orders Survey (If appliable) Confirm HOA/Condo Docs we ordered by listing side (If applicable) Order Home warranty (If Applicable) Confirm Appraisal has been Ordered Confirm PICRA is turned in within contract time from Confirm Termite Report is turned in within contract time Frame Confirm we are on target to close 10 days before closing Confirm we are Clear to Close 5 Days before Closing Request Prelim CD/Alta for agent review 3 day before Closing Request CD/Alta after Closing T r a n s a c t i o n C o o r d i n a t i o nOnce your information is received, our admin team will send out a welcome email to all parties. This helps confirm that everyone is informed about the deal and on the same page right from the start. WELCOME EMAIL BEING SENT OUT TO ALL PARTIESI am [TC name] the Transaction Coordinator for Aweigh Real Estate, I will be assisting [AGENT NAME] in making sure all aspects of this transaction happen in a timely manner. Attached in the Ratified Contract for [PROPERTY ADDRESS] Important dates: Ratification Date: EMD Due: Closing Date: Home Inspection Due: Termite Due: Termite inspection will be ordered by _________at _______ Expense. We will be using [SETTLEMENT COMPANY] for closing [SETTLEMENT AGENT NAME] is our POC he/she can be reached at [EMAIL] [OTHER AGENT] who will you be using to close? If you have a TC you would like me to be in contact with please CC them to this email chain. On behalf of [AGENT NAME] we look forward to working with you![ADDRESS-RATIFIED CONTACT] Buyer SideListing Side

T r a n s a c t i o n C o o r d i n a t i o nTRANSACTION COORDINATION (CONT) WHAT TO EXPECT NEXT After the Welcome Email has been sent, your Transaction Coordinator (TC) will reach out to schedule any necessary inspections related to this transaction. To help make the process as smooth as possible, please provide your TC with a range of dates that work for both you and your clients. This will ensure inspections are scheduled efficiently and in line with everyone’s availability. (LISTING SIDE ONLY) ORDERING HOA/CONDO DOCSWe are happy to order resale documents upon request. Some agents prefer to have them ordered as soon as the listing goes Under Contract, while others choose to wait until inspections are completed. Please let us know if and when you’d like the resale documents ordered so we can align with your preferred timeline and keep the process moving smoothly. (BUYER SIDE ONLY) ORDERING APPRAISALS We will work with the Lender to ensure that the appraisal is ordered. Some agents prefer to have them ordered as soon as the listing goes Under Contract, while others choose to wait until inspections are completed. Please let us know if and when you’d like the appraisal ordered so we can align with your preferred timeline and keep the process moving smoothly.

T r a n s a c t i o n C o o r d i n a t i o n SCHEDULING CLOSINGS & WALKTHROUGHS When it’s time to schedule a closing, our team will reach out to you (the agent) to coordinate a date and time that works best for you and your clients. To make the process smoother, please provide us with a range of times that work for your client, just in case the settlement company’s preferred slot is not available. 👉 This is also the time to let us know if a mobile notary will be needed, so we can make the necessary arrangements in advance. REQUESTING PRELIM CD/ALTA At least three (3) days prior to closing, we will request the Preliminary Closing Disclosure (CD/ALTA) for review. Once received, you and your Transaction Coordinator (TC) will carefully go over the document to ensure all line items are accurate and complete. If you, as the agent, notice any adjustments that need to be made, this is the time to communicate them so corrections can be handled before closing. What your TC looks for on a CD ✅ Confirm the purchase price is correct ✅ Verify any invoices to be paid at closing are included ✅ Ensure the commission amount is accurate ✅ Check that the admin fee has been added (if applicable) ✅ Confirm if you, the agent, have gifted any closing costs to your client ✅ Verify whether a home warranty was purchased by you (the agent)

A u t o f l o wAUTOFLOW You have a selection of 14 different AutoFlows to choose from to help you stay connected with your sphere. We’ll send one touch per month for a six-month period. At the end of the six months, you’ll have the option to switch to a different AutoFlow or continue with your current selection.

A u t o f l o w AUTO FLOW CAN BE CHANGED EVERY SIX (6) MONTHS!

A b o u t O u r C o m p a n yABOUT AWEIGH REAL ESTATE Kenny is the founder and principal broker for Aweigh Real Estate. After retiring from the United States Navy as a Senior Chief Petty Officer, Kenny entered his career as a Real Estate professional. He quickly realized there must be a better way to do business. Soon after getting his Broker’s license, Kenny opened Aweigh Real Estate, which he still runs today. Kenny went on to open and bring to profitability a second Real Estate firm, a Settlement and Title Company, Millennium School of Real Estate, and a salsa manufacturing company. Over the years, he’s had the opportunity to help numerous other professionals start and run, at very high levels, many other companies including, but not limited, to a successful property management company. Kenny has trained thousands of agents on a national level and has presented at numerous conventions as the keynote speaker. KennethLetner

O u r V a l u e sAct with integrity Do the right thing, even if it hurts your pocket. If you find yourself asking the question, “is this the right thing?” then it is probably not. Show up authentically — because fake people can’t have a positive impact on somebody else. Be committed to service Everyone here has a core desire to help others. We serve our clients, each other, and our community. Real success is found through collaboration and supporting each other generously without expecting anything in return. Grow through learning We’re a team of proactive, curious learners. We believe in growing as professionals and individuals. We’re knowledgeable in our craft and we’re continually self-improving. Have determination We stay in hot pursuit of the goals we commit to, even when the going gets tough. The reality is that people will either find a way or find an excuse, and we applaud perseverance. Focus your energy Achieving your extraordinary results means one thing: FOCUS. Be present in whatever you’re doing - focusing your energy on it - whether it’s home, life, work, or play. …and Most Importantly HAVE FUN!OUR VALUES

M i s s i o nOur Mission At Aweigh Real Estate, we’re on a mission to empower people, listen to them, and help them with accountability. We take great pleasure in coaching and mentoring people toward their personal & professional success.757-724-8657 780 Lynnhaven Pkwy, St 160 Virginia Beach VA 23452 kenny@teamletner.com www.aweighrealty.com

We’re excited to introduce you to the Concierge Program — a powerful opportunity designed to help you elevate your business, strengthen your systems, and create even deeper connections with your clients and community. As a real estate professional, you already work incredibly hard. This program was created to support you by providing the tools, resources, and structure that help streamline your efforts and keep you consistently top of mind — without adding more to your plate. It’s about working smarter, not harder. Inside this book, you’ll discover how the Concierge Program can serve as your roadmap for intentional growth. From consistent client touchpoints to thoughtful business-building strategies, this program is designed to help you build momentum with purpose and clarity. The Concierge Plan isn’t just about marketing — it’s about creating a sustainable system that supports long-term relationships and repeat business. When you commit to implementing the process and leveraging the resources available, you position yourself to grow in a way that feels organized, confident, and aligned with your goals. If you’re ready to take the next step in building a business that thrives — not just survives — we would love to partner with you. Here’s to creating something extraordinary. Here’s to building something extraordinary — together.WELCOME TO THE CONCIERGE PLAN!