Documents

• 2026 Mailing Cost Sheet
• 2026 Top Producer Goals & Prizes
• ACH Transaction Guidelines
• Agent Policy And Procedures
• AVM & Buyer Market Analysis Instructions
• Broker Open Feedback

• Buyer Pre-Visit Packet
  • 3 Levels of Agency Relationships
  • Buyer Pre-Visit Packet
  • Buyer Packet 2
  • Buyer Pre-Offer Checklist

• Buyer and Seller Talking Points
• Commission Schedule
• Competitive Offer Strategies
• Contingencies
• Buyer Pre-Offer Checklist

• Cooperating Agreements
  • Cooperating Agreement – Buyers Agent
  • Cooperating Agreement – Listing Firm
  • Cooperating Agreement – Letter

• Data Sheet Instructions – Agent Pro
• Dotloop – When to Share vs Submit
• Earnest Money Receipt

• Shorewest Email (WebmailPro)
  • Email Basics – WebmailPro
  • Add Email Signature
  • Email Set Up – Add to Android
  • Email Set Up – iPad and iPhone

• Employee Handbook
• EZ Offer Presentation Form

• Floor Time Documents
  • Intake Form – Buyers
  • Intake Form – Sellers

• Home Warranty Information
  • American Home Shield
    • American Home Shield – Information
    • American Home Shield Information Sheet and Form
  • Home Warranty
    • Brochure
    • Fillable Registration Form

• Leading RE Companies
• Lock Box Instructions
• MLS CRS Data Tax Suite Prospecting Training
• Multi-Family Dwelling Pricing

• Ninja Documents
  • Habits To Proactively Create Success
  • My 10 Personal Notes This Week
  • Warm List
  • Hot List
  • My Sphere Connection
  • Real Estate Reviews
  • Referral Follow-Up
  • Post Closing Follow-Up
  • Fun Facts
  • 150 Ways To Build A Database
  • Seller Intake Form
  • Buyer Intake Form

• Open House Documents
  • Adding / Deleting An Open House
  • Open House Sign In Sheet
  • QR Code Similar Houses Printable
  • QR Code Training
  • Remove Shoes Sign – Foldable
  • Remove Shores Sign – Upright
  • Open House Guest Package – Seller Side
  • Open House Guest Package – Buyer Side

• PEAR Report Documents (Editable Letters)
• Printer Instructions
• Print From Your Phone

• Seller Pre-Visit Packets
  • 3 Levels of Compensation
  • Seller Listing Presentation (Old 2024)
  • My 5 Points Of Value (NEW Listing Presentation)
  • Seller Pre-Listing Information

• Shorewest & NAR Cheat Sheet
• Real Estate Market Update
• Relocation Packet – Green Bay
• Sign Installation Guidelines
• School District Search Tool
• School District Boundary Map
• Seller’s Roadmap
• Shorewest Benefits
• Things To Know About Our Home
• W9 Form
• Wire Instructions 2026

IT Stuff

• Connect To The Office TVs

Agent Rosters:

Green Bay Agents

Sturgeon Bay Agents

Sister Bay Agents