Morreale Real Estate Services Presentation Overview
Morreale Real Estate Services, Inc. is an independent, family-owned company providing services to the real estate, mortgage, and corporate relocation sectors. The presentation aims to showcase MRES processes, emphasizing collaboration, solutions, innovation, and tenure in delivering superior results to clients. Key discussion points include MRES background, services offered, client access to resources, and requirements for successful transactions. The goal is to strengthen partnerships and share insights tailored to individual needs.
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MORREALE REAL ESTATE SERVICES MORREALE REAL ESTATE SERVICES & BROKER/AGENT REVIEW & BROKER/AGENT REVIEW Presented by: Sheryl Nash, VP, CRP, GMS-T & Carla Blankenship, Director, Network Management, CRP, GMS-T 1
GOAL OF THIS PRESENTATION The goal of this presentation is to share some of MRES processes with you in order to strengthen our partnership. Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. 2
DISCUSSION POINTS Morreale Real Estate Services, Inc. (MRES) background MRES Services MRES Client s Access to MRES s Website Requirements to make each transaction a success for all Metrics 3 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
MRES Morreale Real Estate Services, Inc. (MRES) is an independent, family owned company that provides services to the real estate, mortgage, and corporate relocation industries. What sets us apart? COLLABORATIVE. We work with our clients to come up with the best solutions for them. We listen to their needs and make recommendations to them based off best practices and local real estate customs. SOLUTIONS. Our independence gives us the flexibility to provide our clients with customized solutions that are ideal for them. INNOVATIVE. We customize our approach to each client s needs and provide our clients with a paperless environment, online document management, and 24/7 file access. TENURE. We have experienced relocation and title professionals with a proven track record of delivering superior results in a variety of market conditions. 4 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
MRES SERVICES Financial and Accounting Services National Title and Settlement Services Attorney/Legal Services Property Management (Inventory, Destination) Document Preparation Vendor Management Lump Industry Best Practices File Availability & Reporting Services Sum/Managed Cap Relocation 5 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
MRES SERVICE TEAMS There is an Account Manager(s) for each of our clients There is a Team Lead for each team Property Management Support Title 6 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
MRES SERVICE TEAMS CONT Post Equity Document Preparation Closing Closing/Reconciliation 7 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
MRESs TOP CLIENTS American International Relocation Solution (AIRES) Compass K2 Lexicon Paragon Promisor Relocation America Graebel Relocation Services BGRS Relocation TRC Global Relocation ReloDirect Corporate Relocation (CRI) Cornerstone Relocation All Relocation Services, Inc (ARSI) Premier 8 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
MRES WEBSITE MRES benefits of partners using the MRES Website include: User benefits of the MRES Website include: Documents are named and uploaded directly to the file Access to notes and documents in the file One of the benefit s of being a Morreale Preferred Partner is access to our website. The benefits to both you and MRES are listed to the side. Control of your own turn times Turn times for SLA s are precise Always know the status of the file **To request access to the MRES Website and for more information, please email carlab@morrealeres.com. Case load balancing 9 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
COMUNICATION Communication is key for a successful partnership! Communicate any issues or delays immediately please. MRES is expected to keep the client informed at all times so we expect the same from you. MRES expects that you respond to all requests within 24 hours. 11 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
EXPECTATIONS Contacting our client directly on any order/referral from MRES is prohibited. All correspondence and communications will be directly with MRES NO EXCEPTIONS, (It is understood that LOCAL PARTNER may work with MRES s clients for other companies and understands they will follow that entities protocol for communication.) Your company has been chosen to perform all aspects of the real estate agent on behalf of MRES and their respected client. All services performed by your company will be completed in a diligent and professional manner. Acceptable forms of electronic communication will be attaching documents directly to our files via our web page at www.morrealeres.com or emailed PDF files and/or WORD documents. Our file number will always be entered into the subject line of all emails sent to MRES. The file number should always include the Prefix-file number. Strict adherence to client specific closing instructions is required. Listing Agreement or document stating what the referral fee % is and what the commission is and what the split is must be sent as soon as possible. Relocation benefits are not to be discussed with the Transferee. Services are not to be referred to the Transferee. 12 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
REQUIRED TURN TIMES MRES has required turn times/metrics for every client. If MRES does not meet the required turn times of our client, penalties may apply Turn times and your scorecards are based on specific metrics 13 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
METRICS Required Metrics Expectations - 95% or above Response to Referral and/or BMA Request - 1 business day Complete BMA - within 4 business days Send Status Report - Every 2 weeks Contact Customer - within 2 business days from signed agreement Submit Agent Assignment - within 2 business days from signed agreement Send Contract of Sale with commission information - 1 business day Send Closing Package - 2 business days from closing Send Referral Fee to client - 1 business day from closing 14 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
We look forward to partnering with you to increase customer satisfaction, explore new ideas and services and make the M-Preferred Network the best in the business! Thank You!!! Thank You!!! 15 Morreale Real Estate Services, Inc. intends that the information contained herein is intended only for the person or entity to which it is presented and may contain confidential and privileged information. Any review, dissemination or other us of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
