Rob Viso

Compass RE - TheAffinityTeam.com (Tony Salloum Team)

C0MPASS

Rob Viso

Affinity Real Estate Team

Em powering Profes ionalsto Serve Above Selfand Beyond ExpectationsAcros PA,NJ,DE

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The Affinity Team - Compass RE Team Member Empowerment

Contents 1. Tri-State Team: PA, NJ, DE ................................................................................................. 3 2. Business Handed to Team Members .................................................................................... 3 3. Contract-To-Close Administrative Support ....................................................................... 3 4. In-team Conveyancing .......................................................................................................... 3 5. Task Reminders ..................................................................................................................... 3 6. Plug Into Endless Systems .................................................................................................... 4 7. Organized SOI (Sphere of Influence) .................................................................................. 4 8. Marketed SOI: 40+ Touch Plan ........................................................................................... 4 9. Exclusive Access to a Top-Notch Marketing Company ..................................................... 4 10. SOI Growth ........................................................................................................................ 5 11. Your Database is YOUR DATABASE ............................................................................. 5 12. Homebot .............................................................................................................................. 5 13. Higher Average Price Point .............................................................................................. 5 14. Work with MDs - RealEstateForMDs.com ..................................................................... 5 15. Elevate Yourself – Be Community-Based with Live Love Locale ................................. 6 16. Property Tax Calculators .................................................................................................. 6 17. Innovative Team Website .................................................................................................. 6 18. Dropbox .............................................................................................................................. 6 19. Teamwork ........................................................................................................................... 6 20. Unplug When Needed ........................................................................................................ 7 21. Accountability .................................................................................................................... 7 22. Quarterly Goals .................................................................................................................. 7 23. Coaching ............................................................................................................................. 7 24. Weekly Team Meeting ....................................................................................................... 8 25. Team Value Proposition to Potential Clients .................................................................. 8 26. Wisdom in the Team – Win and Retain Business ........................................................... 8 27. The Affinity Team is our team’s Brand ........................................................................... 8 28. Remote Team Operation ................................................................................................... 8 29. Affinity Transitioning ........................................................................................................ 9

Affinity Team Member – Benefits (Page 1 of 12)

30. Prime Members of Zillow and Realtor.com .................................................................... 9 31. Compass Concierge – Maximized Home Sales ................................................................ 9 32. Target Attorneys and Financial Advisors ........................................................................ 9 33. Compass - Collections ...................................................................................................... 10 34. Compass – Business Tracker .......................................................................................... 10 35. Compass - Nationwide “Behind the Scenes” ................................................................. 10 36. Compass - Coming Soon Campaign ............................................................................... 10 37. Compass - Private Exclusive ........................................................................................... 10 38. Compass - Respected and Uniform Brand .................................................................... 10 39. Compass - Only Top Producers Can Join ..................................................................... 11 40. Compass – Offices in Philly, Mainline, Moorestown NJ, Ocean City NJ, & Wilmington DE ............................................................................................................................ 11 41. Compass - The Power of One Office vs. a Franchise .................................................... 11 42. Compass - Education ....................................................................................................... 11 43. Compass - Technology ..................................................................................................... 11 44. Compass - Likely-To-Sell ................................................................................................ 12 45. Long-Term Plan to Retire and Continue to Generate Income .................................... 12 46. Higher Income for Little Extra Work ............................................................................ 12

Affinity Team Member – Benefits (Page 2 of 12)

1. Tri ‐ State Team: PA, NJ, DE The Affinity Team serves all three states of PA, NJ, and DE. As a result, agents on the Affinity Team can cultivate and capture business from their Sphere of Influence (SOI) in all three states and receive a referral fee. With that said, the agent’s SOI looks up to them knowing that they’re part of a well-established team serving in all three states. 2. Business Handed to Team Members o Tony and Leen would like to sell no more than 30 houses per year so they can focus on the growth of the team. They have been selling about 45+ houses per year, and it is growing due to continuously improving their marketing to their sphere of influence. As a result, Tony and Leen give a lot of their own SOI business to agents on the team. o The Affinity Team is also growing several lead-generation streams. We have been pouring our resources and time into developing these streams, and we expect numerous solid transactions a year from these systems. All these new clients will be passed to the agents on the team. 3. Contract ‐ To ‐ Close Administrative Support Once under-contract the agent starts CCing the team’s admin on all email communications. The admin then sends a detailed email summary of all of the important dates and next steps to the client and takes over from there. The agent will be CCed on all communications. The admin will handle everything except negotiations. This support alone will lift approximately 40% of the workload off the agent’s back so they can follow up with, and secure, more clients. Contract-To-Close workload will be done with perfection simply because this is one of the few things that admins do, and they’re actually skilled at it better than the agents who needs to be out of the office connecting with new clients. 4. In ‐ team Conveyancing Yes, you can hire a third-party conveyancing company for your clients. But, getting it done on the team takes it to a much higher level of certainty, peace of mind, and 5-star service to your clients. You will never have to guess if something has been done. You will simply be kept in the loop every step of the way. Actually, you are part of that loop to begin with. It is just easier and more natural. This piece of mind will help you focus on other clients and get more business done. 5. Task Reminders As soon as your client (seller or buyer) is under contract, the team’s transactional coordinator starts an action list of reminders for you in our transactional system, Business Tracker. The system sends you reminders of the next steps needed and deadline. This security of knowing that you will never miss out on an important due date gives you the ultimate peace of mind to be able to focus on new clients, it will allow you to sleep better at night!

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6. Plug Into Endless Systems 1) SOI structure and growth 2) SOI extensive 40+ touch marketing plan 3) SOI clients’ updates 4) Contract to Close (C2C) 5) Conveyancing 6) Dropbox 7) Business building blocks 8) Listing support 9) Testimonial system 10) Weekly team meetings 11) Coaching 12) … and more

7. Organized SOI (Sphere of Influence) As part of the agent’s coaching with Tony, you will get to organize your database and have a better handling on its groups. The power of working your SOI starts with the way you look at it. This is where the organizational model of the SOI comes into place, and we help every agent on the team doing it right. We will not only show you how to do it, but we will also help you focus on this task as a team, at least a few months a year. 8. Marketed SOI: 40+ Touch Plan A successful agent is busy, and they don’t have time to market to their sphere. Actually, marketing requires a different set of skills . As an agent your focus should be on helping your clients. Our administrators will handle all the marketing to your sphere, with perfection. o Your SOI will see you everywhere on social media. We mean EVERYWHERE. They will be reminded that you are in business, and you mean business. One of the main jobs of our marketing admin is to target your contacts with ads promoting the team casting you as a professional who gets the job done. o Your SOI will receive multiple mailings a year. Each one of the mailings will be worthy of your sphere’s attention. o Your SOI will get informative e-mails every month. Our open rate is about 70%. That is unbelievable in this industry where the standard is about 15%. 9. Exclusive Access to a Top ‐ Notch Marketing Company Tony understands marketing is becoming more difficult every day. Everyone is overwhelmed with constant marketing. It is becoming increasingly more difficult to cut through the noise and have our SOI see our marketing and keep us in mind. Tony believes we need some of the best graphic designers, video editors, and web-traffic specialists to help us with our marketing. As a result, Tony created an entire marketing company of expert specialists to provide The Affinity Team with catchy and memorable marketing pieces. Do you care to learn more? Ask Tony to show you some of our past, or upcoming, marketing campaigns.

Affinity Team Member – Benefits (Page 4 of 12)

10. SOI Growth Every fourth quarter of the year the team focuses on organizing and growing every agent’s database. We come up with ways to help you add people and hold each other accountable to growing our spheres. As your database grows, your business grows. Even though agents know it, they don’t do it. When everyone on the team is growing their sphere together, and talking about it every week, you will get it done, and done right. 11. Your Database is YOUR DATABASE It is true that we help you organize and grow your SOI. Your database though is under your name, and it will always be yours. You take it with you when you choose to be on your own. Even better, if you choose to retire from real estate, or sell less, you will have a well-oiled machine through the team to serve your sphere and hand you a referral fee. 12. Homebot Our team has partnered with Homebot to bring to our SOI homeowners a valuable and interactive tool that shows them the value of their home and personal mortgage information that they find nowhere else. Homebot sends out monthly email updates with personal information that matters to our SOI. It helps keep us on top of their mind, and always distinguishing us from the competition. Note that Homebot also tells us when our contacts make changes in their profile prompting us to follow up with them because they may be looking to sell. 13. Higher Average Price Point Half of the battle in real estate is increasing the agent’s average price point. With the influence of the team, and broker’s high-end brand, you will be able to grow your average price point higher. People who never thought of you for higher price points, will do with Compass. Wait until you experience it. It is going to happen. In addition to the broker’s brand influence, our team is developing ways for you to be able to target higher-end clients. 14. Work with MDs ‐ RealEstateForMDs.com Medical Doctors know that there is a special mortgage program that caters to them. Unfortunately, these programs are rare to find. Our team has partnered with a local lender who has this specific product. Most importantly, our team has developed a website that caters to MDs. Check it out at RealEstate4MDs.com. As a result, you can target MDs in your lead generation.

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15. Elevate Yourself – Be Community ‐ Based with Live Love Locale Our team gives back to the community by running LLL, Live Love Locale. It is currently best known through its faces of Live Love Media, Live Love Delco, and Live Love Chesco. Our team is the main sponsor/client of this movement of giving back to the community. This connection gives the Affinity team members an extra edge over other competitors in the local area. You can interview locals and non-profits and position yourself as a vibrant member who impowers the community. Our team runs campaigns to people who live in Philly and plan to move to our areas. Potential new residents love to know that we are active in the community. These buyers of high price point will be given to you, and your teammates. 16. Property Tax Calculators It is no secret that buyers worry a lot about property taxes when purchasing a new home. Homeowner’s cares about their property taxes as well. Back in 2020, Delaware County reassessed its property taxes which created many mistakes in the publicly accessible property taxes. As a result, our team stepped in and built the one-and-only online property tax calculator, www.DelawareCountyTaxCalculator.com. Our clients love it. They loved being able to enter hypothetical property values, change in between different municipalities and school districts, and see how the taxes vary. We won many new leads because of this calculator. This online property tax calculator was such a success we ended up building similar ones to Chester County and Philadelphia. You can find these calculators on our team’s website, www.TheAffinityTeam.com 17. Innovative Team Website Trying to explain how special our team’s website is does not do it justice. Visit www.TheAffinityTeam.com to experience its greatness for yourself. Make sure to browse the different parts of the website. Note that some these parts are an entire “universe of information” on their own. Enjoy! 18. Dropbox Yes, our team is fully digital! All our docs are hosted on Dropbox. You will have your own Dropbox within the team’s account. Some folders will be accessible by the administrative staff, and some are private to you. All transactions will be in the folders where admins can help you without interrupting your work. Even better, when you take that vacation and call a team member to take over, you will be able to give them access to whatever you want with a click of a mouse. Oh BTW, every member on the team follows the same structure of folders. So, when someone jumps in to help you with Sally the Seller, they know where to look for things. Have we mentioned yet how powerful it is to be an agent on a coherent team?! 19. Teamwork Real estate can be brutal, especially when you are a single agent. There is nothing like the power of having several people on the same page, and with the same heart. Teamwork is truly powerful. We will set goals together, tackle problems together, support each other when

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needed, fill in for each other when needed, and grow our business together to better serve the life, each of us cares to live. Quantum physics tells us, when two separate “units/people” are in perfect coherence, 1+1 = 4. We have truly experienced it.

20. Unplug When Needed Did you ever try to go away on vacation and your clients won’t let you go? Well, it happens every time, unless your clients are working with you as part of a team. When you go away for few days, or a week, it will be natural for your clients to contact a member of the SAME team for any help they need. They will never feel that they got passed on to some stranger, because they have “met” that person on day one when you showed them a picture of the team and explained to them what they get when they work with you. They also see the picture of the team on social media, and in every email, you send them. Also, note that the work will not be interrupted given that everyone on the team follows the same systems. 21. Accountability No, we do not set a goal for the agent to generate a certain number of leads every week, and then check with them. We have tried it and find it to be an ineffective method bottom line insulting. We do though have a “menu” of business building blocks that we all report on during our weekly team meetings. We will always remind the agent of the life they want to live, and make sure that their everyday actions are in line with their vision. 22. Quarterly Goals The team sets common quarterly goals for everyone to focus on. As an example, we mentioned earlier how we focus on growing our sphere every fourth quarter of the year. Each one of the other quarters has its goal that is in line with the seasons of the real estate market. 23. Coaching Have you been seeing progress on the short term, but unsure where you are going long term? Well, therefore Tony coaches every agent individually. We make sure that the agent is leading their business through their unique set of strengths, which is discovered in the early weeks of the agents joining the team. Through coaching, Tony will also make sure that each agent is crystal clear on what is their end-goal and how it fits in their personal life. Tony will help each agent avoid falling for that new shiny lead generation technique and help them focus on what works best for them and within their life of choice. Tony’s Credentials: Prior to real estate, Tony was a tenured professor, chair of the Physics and Astronomy Department at Widener University, internationally published researcher in in the field quantum physics, and counselor introducing his students to top researchers at NavAir Airforce base and Northwestern University. As an agent, he excels in few areas that are not strengths for many other agents: a) Seeing the strengths in others and helping them grow through that strength. b) negotiating and keeping together the toughest and most

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complicated transactions, and c) staying focused on the 20% of work that leads to 80% of our results. As a coach, Tony has spent the last 2 years learning from the top real estate coaches in the Delaware Valley, attending numerous high-level workshops taught by the best team leaders in the country, and reading and implementing tens of best-selling real estate books with proven methods in our current team. All in all, Tony is truly dedicated to his craft and passion for guiding others to be the best version of themselves. 24. Weekly Team Meeting The team meets virtually every week, and in-person once a month. The meetings are a reason to get together. Everyone shares the good things that are going on with them, and any struggles that the team can help them with. We briefly then discuss our quarterly goals and other things that may need everyone’s attention. The most important part though is the first one when everyone shares their previous week and through their highs and lows. It is a great time to pause and reflect. 25. Team Value Proposition to Potential Clients Telling the client that “I am your realtor” is one thing. Showing them a picture of the team and telling them how we are a proven well-oiled machine that will help them through their real estate journey while “you” continue to be their REALTOR® of choice, is simply powerful and will help you get more business. Remember, 1+1 = 4. 26. Wisdom in the Team – Win and Retain Business Agents on the team can share endless stories about business they won, and transactions they were able to keep together, only because of the knowledge and wisdom that Tony, and other members of the team, shared with them with a genuine care and interest to help them and their clients. We all sometimes must compete and win a listing where the seller is interviewing multiple agents, and help a client do what is truly best for them when they can’t see it. These tips come from experience and deep knowledge that is only shared among members of the team that lives and acts like a family.

27. The Affinity Team is our team’s Brand We want YOU to be THE REALTOR® to your friends and family. It is never about Tony or Leen.

28. Remote Team Operation While the pandemic brought unfortunate times to many, there were for sure a few silver linings. We all learned how to work remotely, felt the power of being mobile, and regained time that was lost on the road. Our team made sure to maximize on these lessons. As a result, the Affinity team is set up remotely to support its agents anywhere they are, and anywhere their business takes them, especially across the tri-states of PA, NJ, and DE.

Affinity Team Member – Benefits (Page 8 of 12)

29. Affinity Transitioning Leen has taken the leadership to learn and practice transitioning which helps seniors downsize and move from their current houses into senior communities, or a smaller house that is safer and a better fit for them as they age. The process is very complicated logistically, emotionally involving, and demanding at all levels. The process is customized for each client and involves a menu of services including downsizing, decluttering, staging, clean-outs, packing, and unpacking to the most premium level with wall art hung and reading glasses placed by the bedside nightstand. Affinity Transitioning has already successfully helped many seniors with their moving needs. Leen has established relationships in the transitioning industry and is able to offer to our clients transitioning through our partners. Can you imagine the power you will have walking into a senior’s house and telling them that you can help them find the new place, pack, move, unpack, fix up their current home with company dollars, and sell it? Can you imagine the power of being one team able to do it all from A to Z? Are you wondering how we can spruce up a client’s house with company dollars? Read next and meet “Concierge Service.” 30. Prime Members of Zillow and Realtor.com Our team is a paid “VIP” member of the two biggest portals, Zillow and Realtor.com. As a result, we don’t only get a VIP customer service anytime our listings need adjustment, but we also win many of our listing leads by publishing our Coming Soons ahead of everyone else. Yes, get ready to take advantage of many tools and generate leads on your listings that you have never seen before because someone else was taking them away from you. 31. Compass Concierge – Maximized Home Sales Have you taken a listing where you wish you can remove the carpets, re-finish the floors, pain the whole house, and more, but the seller does not have the resources to do it? Well Concierge solves this problem and help you get more listings for full commission. Concierge will also help you be the REALTOR® of choice in case of a divorce or estate sale. You will win more and more awesome listings. BTW, did we tell you that Concierge is free of interest and charges?! The seller will just pay it back dollar-for-dollar at settlement. 32. Target Attorneys and Financial Advisors Our team has developed a special booklet/brand that features Concierge and targets professionals who work with clients who need to sell their house and can benefit from updating the house before selling it. We call it “Maximized Estate Sales.” If you establish only one or two relationships with professional like these, you will be golden. The perfect professionals that fit this program are estate attorneys, divorce attorneys, and financial advisors.

Affinity Team Member – Benefits (Page 9 of 12)

33. Compass ‐ Collections Yes, one of the pillars of Compass is its user-friendly high tech. Your buyers will love the search engine, and the sellers will have another reason to pick you over other competitors. Set up a collection for your buyers or sellers and watch them interact with you seamlessly. 34. Compass – Business Tracker Tony is known to love Excel sheets and he would not let go of them easily. But Business Tracker is such a smooth system that helps you track your pipeline, and take care of compliance, to the point Tony is now Excel-free. Yes, the scientist gave in to the powers of Business Tracker. 35. Compass ‐ Nationwide “Behind the Scenes” Compass has its own Facebook. Yes, the actual Facebook as you know it. Compass has the exact thing, but the colors are black and white instead of blue and white. It is the social platform for Compass nationwide, with local groups on it, such as the Philadelphia area one. Compass agents from all over the U.S. interact on their private “Facebook.” 36. Compass ‐ Coming Soon Campaign We all want a good listing. Unfortunately, though, good listings sell in few days giving us no chance to generate leads. The one good thing that MLS has done is that a listing that is “Coming Soon” does not get published on the portals such as Zillow. As a result, we have a slightly better chance winning some leads if we market the listing Coming Soon. The power is when we combine Compass’ tools within a coming soon campaign. As an example, consider setting up a public collection of coming soon(s)! 37. Compass ‐ Private Exclusive Over the last year our team has won numerous listings in competitive situations, thanks to Compass Private Exclusive. Compass has built systems and culture that supports exclusive listings. Clients love it too. We get to test the price, get feedback, and do some 1-on-1 marketing all before the listing hits the MLS. It is a huge added value that our clients appreciate. 38. Compass ‐ Respected and Uniform Brand The Compass brand is so powerful. Show people that tilted line, and they go nuts. They just love it. Simple colors (black and white) and brilliant minds of 400 staff members in NYC creating a brand that people are getting hooked on and see as a modern high-end brand.

Affinity Team Member – Benefits (Page 10 of 12)

39. Compass ‐ Only Top Producers Can Join Compass only invites agents or teams that are the best in their market. They want agents who they can trust with Concierge and Bridge. Through these programs Compass is trusting us with its money. Therefore only the best agents can be part of the Compass family. This is how Compass will always be known. The best agents in the market. 40. Compass – Offices in Philly, Mainline, Moorestown NJ, Ocean City NJ, & Wilmington DE Wouldn’t it be nice to tell your Mainline client to meet you at the Compass office in Ardmore or Wayne, and the Philly client to grab a cup of coffee at your center city office on 15 th and Walnut? We are part of ONE company that has multiple offices. You can book a meeting room in any of the Compass offices nationwide right from your Compass/Gmail calendar! This is unlike the franchise model of other brokerages where every office is independently owned and operated. All offices of Compass are one! 41. Compass ‐ The Power of One Office vs. a Franchise Franchise offices, such as RE/MAX, KW, and others, were purchased long time ago by the person/group willing to invest a sum of money, regardless of whether that person/group was good at running a real estate office. The power of being part of One Company goes beyond great offices in the best locations. It means that when Compass hires someone, it’s the right person for the job, recruited and vetted, just the way corporate America does it. At Compass, we will be having direct access to the local, best, and brightest corporate recruiters, marketers, sales managers, and coaches. In the ever-changing real-estate industry, working with the best and brightest on a local level will be an important part of surviving and growing in our business. 42. Compass ‐ Education Education at Compass happens through in-person and online nation-wide classes, and coaching. In addition to the in-person classes that are hosted at different locations for everyone in the one company to attend, there are endless current classes on Compass Academy, and live classes hosted by agents from around the nation. Even more, every agent at Compass has a coach/manager. 43. Compass ‐ Technology Compass has hundreds of software engineers and has snagged many top figures in the software development industry, including AI (Artificial Intelligence). So far, they are rolling out products that directly help us win more clients including Collections, Coming Soon, Compass Private Exclusive, Concierge, Likely-To-Sell, and an entire local top-notch marketing department established to serve us, and our clients.

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44. Compass ‐ Likely ‐ To ‐ Sell While we are supposed to keep in touch with our sphere, we simply can’t keep up with it. Thus, Compass’ artificial intelligence tells us if one of our contacts is likely to sell. Yes, it simply gives us a notification recommending that we get in touch with these contacts because they are most likely getting ready to sell.

45. Long ‐ Term Plan to Retire and Continue to Generate Income The problem with our profession as REALTORS® is that we don’t have much to sell when we decide to exit the business. Selling your database does not work. You will lose the business at the point of passing it to a friend/agent. We have seen it happen many times to many agents looking to retire from this business. When they retire, their business simply dissolves. However, if you are though part of a team, your sphere will be familiar with the team and its members. When they come to you, you will not need to pass them on to a stranger. The team will take care of their business, and you will get a referral fee (to be determined). 46. Higher Income for Little Extra Work We hope that you do realize by now that being on The Affinity Team will result in having you grow your SOI, organize it, have the team market you to it, get ton of business from your sphere, get additional business from the team, win more business because of Compass tools such as Collections, Concierge, Bridge Loans, and more and more business because of the team’s campaigns such as Live Love Locale, Real Estate for MDs, and Concierge for attorneys and financial advisors. Tap into new business, and all of this for very little extra work because you will have all the administrative support that you need. It is the goal of every agent to sell about $10M, take home close to $200,000, all while doing the workload equivalent to selling $5M on their own.

IT IS TIME TO GROW YOUR BUSINESS BUILD & EXPAND YOUR SOI SERVE YOUR CLIENTS BETTER HAVE A HEALTHY WORK-LIFE BALANCE BE PART OF ONE REAL ESTATE FAMILY – ONE COHERENT TEAM

Affinity Team Member – Benefits (Page 12 of 12)

WORK WITH COMPASS, THE #1 INDEPENDENT REAL ESTATE BROKERAGE IN THE COUNTRY

Compass is the largest independent brokerage in the United States by Gross Transaction Value (according to RealTrends, 2019). Gross Transaction Value is defined as the total dollar value of transactions closed by agents on the Compass platform and is reflective of the partnership with Pacific Union and Alain Pinel.

Everyone gets a first impression... Compass gets billions

250M+ 1.4M+ 105B+ Annual website and social media impressions* Annual unique international users on compass.com** 2020 PR Impressions***

Our website drives international buyers to homes like yours through curated presentation and artificial intelligence. International Reach

Media Reach

Digital Reach

Our in-house media team works with top publications to share compelling narratives about your home with your target buyer.

Our digital footprint attracts potential buyers to your listing.

*Sourced via Sprout Social and Google Analytics, 1.1.2020–12.31.2020. **Sourced via Google Analytics, 1.1.2020–12.31.2020. ***Sourced via Meltwater, 1.1.2020–12.31.2020.

Your Buyer Follows Compass #1 Real estate website in 2019 + 2020, Webby Awards People’s Voice Winner *

Monthly Website Visitors** 3.95M

*The Webby Awards 2019 (winners.webbyawards.com/2019/websites/general-websites/real-estate/81277/compass). 2020 (winners.webbyawards.com/2020/websites/general-websites/real-estate/81277/compass). **Website traffic sourced via SimilarWeb, 12.1.2020–12.31.2020.

Morgan Stanley and Compass Marketing Partnership

We connect high-net-worth individuals to your property.

Compass has partnered with Morgan Stanley to showcase your listing to

140K+ Morgan Stanley Reserved clients.*

Morgan Stanley’s Reserved client network consists of: More than 140,000 global clients currently enrolled in the program* Clients with over $2M invested with Morgan Stanley on average* Clients that have spent almost $800M through the Reserved program* Affluent and international clients, many of whom have vacation homes in addition to their primary residence

Explore the world of Reserved Living & Giving at msreserved.com

*Sensei Marketing Data as of 2020 YE Clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. Clients with $10 million+ in assets and liabilities qualify for our highest tier, Signature Access, which offers additional benefits tailored to our most affluent clients including world class concierge services in Art Advisory, Private Health Advisory, Cybersecurity, and bespoke travel services. Morgan Stanley Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley’s most valued clients. Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved or Signature Access program or partner offers at any time and without notice. Reserved and Signature Access program participant qualifications are reviewed periodically to confirm that they continue to qualify for this program. Not all offers are available to nonresident clients. Signature Access, the highest tier of the Reserved Living & Giving program, is part of Morgan Stanley Lifestyle Advisory. This tier features products and services that are provided by third-party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any control concerning the delivery of such products or services. Please perform a thorough due diligence and make your own independent decision. © 2020 Morgan Stanley Smith Barney LLC. Member SIPC CRC#3370468 12/2020

Unlock more buyers for your home with Compass Bridge Loan Services

"A lot of people are locked into their current situations — they own a home and have a family and are not comfortable selling before they buy. There could be 10–15% of the marketplace that would like to move if they could. BLS opens up conversations with those buyers — which wasn’t an option before!"

ERIC GELMAN | COMPASS AGENT

67% Of potential buyers for your home likely need to sell their own home in order to buy*

Compass Bridge Loan Services gives homeowners the purchasing power to make an offer on a new home without waiting to sell their existing one. With BLS, I can help browsing homeowners access their equity to become more serious buyers when they see a home like yours on the market.

Compass is not a lender, does not provide bridge loans and has no influence on underwriting or lending decisions made by the third party lenders. *National Association of Realtors, 2019.

compass.com/bridge-loan-services

Compass Concierge is the hassle-free way to sell your home faster and for a higher price From staging to renovation, we can leverage our exclusive Concierge program to prepare your home for the market with zero upfront costs or interest. By investing in your home’s potential, we aim to provide a swifter, more profitable sale. How it Works

55% Of Concierge listings sell within 60 days, compared to 33% of all MLS listings** Learn more at compass.com/concierge

1. Determine a budget and updates together, then apply for Concierge funds 2. Immediately receive your ConciergeCard or request cash 3. Work with trusted vendors to complete home improvements 4. Repay at closing!*

Rules & Exclusions apply. Compass offers no guarantee or warranty of results. Subject to additional terms and conditions. Concierge Capital loans are provided by Notable Finance, LLC, NMLS# 1824748 and are made or arranged pursuant to a California Finance Lenders Law license. Loan eligibility is not guaranteed and all loans are subject to credit approval and underwriting by Notable. Compass is not a lender and is not providing loans as part of the Compass Concierge program. *Repayment can occur at any of the following times: Closing, when our listing agreement terminates, or when 12 months pass from your Concierge approval date. **Based on data from 5.2020–12.2020. MLS listings include all listings in markets where Compass currently operates. Data is sourced from regional MLSs and aggregated to create a comprehensive national dataset.

Compass Concierge at Work A Concierge Case Study

1 3x Day on market

Return on $13K Concierge funds

BEFORE

AFTER "My client was able to do over $13,000 in renovations and we sold the home just a couple days after completion! My seller is grateful to have had Concierge as a cushion and to be able to have sold her home for top dollar during these unprecedented times."

MELANIE KATZ | AGENT

Our Exclusive Pre-Marketing Advantage Private Exclusive Coming Soon

A Private Exclusive listing is an off-market home that can be shared by a Compass agent with their Compass colleagues directly. Property details aren’t disseminated and won’t appear on public home search websites. Listing your home as a Private Exclusive allows you to control what information is shared — while still getting exposure to top agents at Compass. compass.com/private-exclusives

Coming Soon gives us two separate opportunities to launch your property. We can list your home on compass.com before going live on aggregate sites to build anticipation among potential buyers, while pressure-testing our pricing strategy — all without accruing days on market.

compass.com/coming-soon

2–3x

More views by consumers and agents*

Fewer days on market vs. listings that go straight to active**

~19%

More traffic at an open house***

Data refers to a comparison between MLS and Compass Coming Soon listings vs. listings that go straight to active. *Viewership sourced via Compass.com 1/2020–8/2020.

Compass Coming Soon and Private Exclusives are subject to local MLS restrictions and not available in all markets. Local policy definitions may restrict how Private Exclusive listings can be shared between agents, even within the same brokerage. Where the programs are available, pre-marketing and listing strategies are independently determined by the client. Compass does not recommend one particular strategy or guarantee results.

**Days on market sourced via Compass.com 1/2020–7/2020. ***Open house traffic sourced via Compass.com 1/2020–9/2020.

Leveraging Our Agent Network to Sell Your Home As part of a network of the nation’s top producing agents, I am strategically positioned to connect your home with qualified potential buyers everyday.

Compass Network Tool

Compass has developed an industry-first network tool that analyzes your property to identify and connect us with agents that have sold similar homes in your area. Workplace Workplace is a national Compass platform where we can promote new listings and

chat with Compass agents nationwide.

A Multi-Channel Marketing Approach, Designed to Stand Out

From brochures and postcards to social media and emails, our marketing collateral effectively communicates your property’s story and attracts more potential buyers.

SOCIAL MEDIA

FLYER

EMAIL BLAST

POSTCARD

Reach more prospective buyers with intelligent digital advertising By leveraging Compass’ digital advertising tools and partnerships across social media and advertising throughout your listing process, we can generate demand to sell your home faster, and we meet potential buyers where they are, online.

FACEBOOK VIDEO AD

INSTAGRAM IMAGE AD

Proprietary Targeting Optimized Performance Compass helps generate buyer interest by using proprietary data to serve ads to Facebook and Instagram users. Compass tracks and measures the results of every campaign which allows for continued optimization.

Assessing Our Strategy and Monitoring the Market Using proprietary tools such as Collections and Insights, we keep you informed of market conditions and traffic to your property.

COLLECTIONS

INSIGHTS

Insights

Collections Collections allows us to have a collaborative conversation on your home selling process with instant updates on comparable listings and access to insider knowledge previously only available to the agent community.

Insights is a detailed, custom dashboard that allows us to assess the impact of our online marketing campaigns in real time. By capturing this data, we are able to further target our ads to buyers most interested in your home.

No one does virtual marketing like us

We have unparalleled technology to market the sale of your home virtually through evolving times.

Virtual Open House

Video Mail

Using dynamic, guided video, we showcase the key features of your property to our target clientele, wherever they are.

More opens lead to more closings. We embed live video into our email marketing to engage clients in a modern and compelling way.

Private Interactive Home Tour

Live Postcard

We utilize animated emails to showcase the most attractive elements of your property. This helps grab the attention of buyers at every stage of their home search. We’ll run and actively optimize Facebook and Instagram ad campaigns to promote your property to high intent buyers. Digital Marketing & Insights

We’ll take buyers on a virtual journey through your home to highlight the unique features. Our interested buyers can easily provide direct feedback through live video or text. Our buyers and their loved ones can explore all that the surrounding community has to offer with snapshots of key attributes of the neighborhood. Virtual Neighborhood Tour

Enhanced 3D Staging

Digital Listing Brochure

We’ve partnered with the nation’s leading virtual staging firm to provide touch-free staging in order to show your home in its best light virtually.

Pages will turn, videos will play, and home features will come to life with interactive brochures to create an immersive experience for even the most discerning of buyers.

YOUR HEALTH AND SAFETY IS OUR #1 PRIORITY.

Giving Back to Our Communities Compass Cares empowers agents to support meaningful causes right where it counts most — in your neighborhood.

100%

Of transactions contribute to a donation in your community*

$2.5M

Donated to strengthen our communities to date*

2,500+

Organizations supported*

compass.com/compass-cares

*2020 YTD statistics since the launch of Compass Cares in 2018.

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www.theaffinityteam.com

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