Why Windermere?

WELCOME 

The following information is designed to help you learn more 

about what Windermere has to offer.

WINDERMERE COMMUNITY REALTY 

Our services provided 

for you at no cost! 

“Others say their services are 

premium, but really their premium 

services is our standard!” 

■ Office Locations - We cover 

the East Metro with offices 

located in 

⇒ Portland’s historic Hollywood 

District 

⇒ Downtown Oregon City 

⇒ Vancouver, WA 

(Additional office locations planned 

for the near future.) 

■ 

■ 

■ 

■ 

Not Just Residential! - Our office not only 

caters to residential sales but has full service 

property management and commercial 

divisions. For more information visit 

pdxcommercial.com Full referral cooperation 

between all divisions. 

Mentorship Program - Team up with one of 

our seasoned agents as they walk you 

through the steps of becoming a successful 

real estate broker. Your success is our 

success! 

SkySlope & DigiSign - With SkySlope’s easy 

to use checklists, log and ZipForms integration, 

we guarantee you will be more efficient 

than ever, giving you more time to focus on 

things that matter most, like growing your 

business. SkySlope includes a digital signer, 

DigiSign. 

Concierge Level of Service - During normal 

business hours a full array of services are 

available to all agents. This may include 

SkySlope input, MLS input and marketing 

(craigslist, postcards, flyers, social media, 

agent website development, and much more). 

Ordering signs, business cards (first set is on 

us!), and specialty items. 

“Our founding father chose Windermere Community because 

we support the communities we live and work in.” 

■ 

■ 

■ 

Around-the-Clock Principal Broker - Available 

seven days a week to answer your pressing 

real estate questions and to review documents, 

if necessary. With a combined 50+ years of 

experience in the real estate industry you can 

be assured your needs will be met. 

Relaxed Work Environment - This doesn’t 

mean that we are unprofessional or unqualified 

to be Realtors, this means that you can wear 

more casual attire to the office without being 

judged. And every Friday is casual Friday! 

Office Access & Technology - 24/7 access to 

the office you choose. Windermere offers the 

most advanced and user-friendly technology 

available in the industry. Check out the tools 

included in this packet. 

■ Unique Government Contract - For the past 6 

years our company has had the privilege of 

being one of only four brokerages in the 

tri-county area that is contracted to sell HUD 

owned properties. This offers a unique 

opportunity to brokers in our office to market 

and sell these properties. 

■ 

-Craig Gilbert, Owner 

Do you know someone that would like to join 

our team? We offer referral incentives to 

agents who bring qualified brokers to our 

company. 

Windermere Community Realty 

(503) 249-1706 | community@windermere.com 

©2017 Windermere Services Company. All rights reserved.

WHAT SETS US APART 

WINDERMERE PROFESSIONAL DEVELOPMENT | WINDERMEREU.COM | CAREERS@WINDERMERE.COM | (800) 381-3850 

HAWAII 

ALASKA 

WASHINGTON 

MONTANA 

OREGON 

IDAHO 

NEVADA 

UTAH 

COLORADO 

The Support of a Strong Brand 

More than forty years ago, Windermere’s founder, John Jacobi, 

set out to change the real estate industry by putting relationships 

before sales quotas, with an emphasis on service to our clients 

and community. 

BAJA 

CALIFORNIA 

ARIZONA 

Windermere’s second generation continues this mission with other 

like-minded professionals who have helped grow Windermere into 

one of the largest independent real estate companies in the nation. 

Agent-Driven Tools & Technology 

Our mission is to continually develop tools and systems that 

increase our agents’ productivity and encourage their professional 

growth. By investing in cutting-edge technology, our agents are 

never chasing the market—they’re leading it. 

Elite Education & Training 

We take a holistic approach to professional development. 

With the Track to Success, Windermere Ninja Installation, online 

educational offerings, and in-office mentoring, you will know you 

have aligned with a brand that has a proven process for 

your success. 

Creating Thriving Communities 

Relationships are at the core of our value structure. Our 

unique commitment to creating thriving communities allows 

our agents to take initiative and make positive change in their 

very own backyards. 

© 2016 Windermere Professional Development 072016

COMMITMENT TO COMMUNITY 


Windermere understands the importance of 

giving back to our community. Enriching the 

neighborhoods in which we live and work 

is an integral part of how we do business. 

That is why we donate a portion of our 

commission from every transaction to benefit 

the Windermere Foundation. 

• n Since 1989, the Foundation has collected and contributed 

over $30 million. 

n • Assistance is provided to non-profit agencies dedicated to 

helping homeless and low-income families in our community. 

We also participate in Windermere’s Community 

Service Day. 

• n Every year since 1984, Windermere agents have dedicated a day 

of work to those in need. 

• n These hands-on projects benefit a wide variety of community-based organizations. 

• n Projects have included maintenance at a senior center, construction of a children’s 

playground and sorting duties at a food bank. 

I am pleased to be a part of such an important mission. It’s just the right thing to do. 

© 2016 Windermere Professional Development 072016 WPD502

EXTENDED FAMILY 


Whether your clients are moving across the street or across the region, the Windermere network of offices is 

poised to help them make the right move. 

• n 300+ offices throughout the Western U.S. and Mexico 

• n More than 7,000 agents 

• n Complete coverage throughout the Western U.S. and Mexico 

As a member of the premier global real estate services network, Leading Real Estate Companies of the World®, 

Windermere can help you assist your clients with all of their domestic and international real estate needs. 

We have access to the highest caliber of real estate professionals in over 55 countries and across six continents 

and a dedicated Relocation and Referral Services team to make the connection. 

WASHINGTON 

MONTANA 

ALASKA 

OREGON 

IDAHO 

NEVADA 

UTAH 

COLORADO 

CALIFORNIA 

ARIZONA 

HAWAII 

BAJA 


LOCAL STRENGTH GLOBAL POWERHOUSE 


As an affiliate of Leading Real Estate Companies of the World®, we are part of the invitation-only network that 

dominates in more markets across the U.S., with number-one market ranking in 39 percent of the top markets. 

This partnership provides the power of our local brand with a pervasive national and global network. 

WE DOMINATE IN HOMES SALES UNITS FOR THE TOP 500 U.S. REAL ESTATE FIRMS 

Source: REAL Trends Top 500 for 2014 production. 

7% UNAFFILIATED FIRMS 

180,449 units 

11.1% 

RE/MAX 

287,412 units 

27% 

LEADING REAL 

ESTATE COMPANIES 

OF THE WORLD® 

696,918 units 

17.2% 

KELLER WILLIAMS 

443,014 units 

39% 

19.3% 

COLDWELL BANKER 

497,006 units 

• Leading Real Estate 

Companies of the World® 

• Coldwell Banker 

• Keller Williams 

• RE/MAX 

• Unaffiliated Firms 

• Berkshire Hathaway 

Home Services 

• Century 21 

• Sotheby’s International Realty 

• ERA 

• Better Homes & Gardens 

• Realty Executives 

• HomeSmart 

• Other 

• Real Living 

• Prudential 

® 

® 

OVER 500 FIRMS • 3,500 OFFICES • 120,000 ASSOCIATES • OVER 50 COUNTRIES 

OVER ONE MILLION TRANSACTIONS • $321 BILLION IN ANNUAL HOME SALES 


SETTING THE STANDARD 


Something you may not know is that Windermere takes its standard of service to its clients very seriously. As 

members of the National Association of REALTORS®, we agree to abide by a strict code of ethics that is based 

in professionalism and consumer protection. To further reinforce our commitment to our clients, Windermere 

has built upon the REALTOR® code of ethics by establishing what we call our Windermere Standards of Practice 

outlining how we believe our clients deserve to be treated. 

As a Windermere agent, it will be expected that: 

• n Your clients’ interests will always come first. 

• n You will be up-to-date on the latest real estate laws and local issues. 

• n You will not discriminate against any party based on race, religion, sex or other legally 

protected classes. 

• n You will treat your clients and everyone involved in each transaction with the greatest respect. 

• n You will follow all MLS rules and the NAR code of ethics. 

• n You will keep your clients informed promptly and regularly. 

In short, our Standards of Practice ensure that Windermere agents hold themselves to an even higher level 

of competence and accountability. We hope this translates into a more satisfying real estate experience and 

peace-of-mind for our clients, knowing that doing right by them is our highest priority. If you would like a copy 

of our Standards of Practice, I would be happy to provide one to you. 


WHY WINDERMERE? 


It’s about relationships. 

In 1972, John Jacobi set out to change the real estate industry by putting relationships before sales quotas, with 

an emphasis on service to our clients and our community. Over 40 years later, this mission has helped grow 

Windermere into one of the largest independent real estate companies in the nation, with more than 300 offices 

and 7,000 agents throughout the Western U.S. and Mexico. 

What your clients can expect from you: 

• n Exceptional service 

• n Unsurpassed integrity 

• n A strict code of ethics 

• n Locally owned and operated offices 

• n Neighborhood knowledge 

• n Market expertise 

• n Premium tools and services 

• n Giving back to our communities 

While the real estate industry has changed substantially over the years, our core values of relationships, 

community, collaboration, and professionalism have remained central to how we do business, and will continue 

to do so for years to come. 


transactions 

avg size 

avg rate 

Sofia Bryant | July 14, 2015 

Sofia Bryant | July 2, 2015 

Sofia Bryant | June 15, 2015 

View More Posts > 

© 2015 Windermere Solutions, LLC Terms of Service Privacy 

As a trusted real real estate advisor I have committed my career to helping people with 

one of the largest personal and financial decisions that they will make. My background in 

customer service, sales, and the Title and Escrow industry give me the opportunity to offer 

clients a unique set of skills. Buying and selling a home has several components that need 

special attention, from marketing, negotiating, tracking details to closing and ensuring that 

all expectations are met. I offer these services with a genuine passion for what I do and the 

people that I work for. 

•Sofiabryant on Facebook 

•Sofiabryant e-Newsletter 

•Windermere Luxury Portfolio 

•Windermere Foundation 

•Windermere Real Estate 

•Relocation Services 

•Schools: Attendance Areas 

•County Property Services 

•City Planning & Development 

WINDERMERE TOOLS 

The tools you need to grow your business and exceed your clients’ expectations. 

Goals 

Calendar 

Home Moxi Works TouchCMA Email Resources Directory Anita Agent search 

DASHBOARD PEOPLE 

CALENDAR GOALS 

Find people 

Marketing 

Prospects 

Actives 

Pending 

Thursday 

27 

9a Coffee with John Smith 

10a Create Buyer Present… 

GCI Goal 

50% $ 

7 

$593k 

30% 

People 

Sales Flow 

6405 11 2 2 

All People New Overview 

6424 714 

Moxi Works Productivity System 

Windermere agents can manage their business and daily tasks more 

efficiently with Moxi Works. Organized around the people in an agent's 

sphere, it helps agents increase their income by managing the entire sales 

cycle, from first point of contact to closed transaction, ensuring repeat 

business and referrals. 

Contact Blog Help About 

Pre-License Training and Continuing Education 

Professional development is important to every agent’s career. Whether it 

be pre-licensing training for taking the state exam or continuing education 

for license renewal purposes, Windermere offers these and more. Trainings 

like our exclusive Windermere Ninja Installation, professional designations, 

and technology tool workshops put our agents on the cutting edge 

of the real estate industry. Visit www.WindermereU.com for more 

information on our complete range of educational needs throughout 

the Windermere network. 

TouchCMA 

Windermere’s robust CMA tool, TouchCMA, offers two formats for maximum 

flexibility. Agents can quickly create and sync CMAs on their computer and 

iPad using pre-loaded or custom pages, including Windermere’s suite of 

presentation sheets to help clients understand the buying and selling process. 

The iPad app has dynamic mapping features and interactive graphs and 

charts, and even creates a PDF leave-behind of the presentation that can be 

printed or emailed on the spot. It’s a great way to wow clients while providing 

the information they need to make informed decisions. 

Home About Me Properties Sellers Buyers Tangiers Lofts Sofiabryant More Sign In Register 

Windermere Real Estate 

Direct: (555) 555-1212 

Search by Location Search by Drive Time 

Neighborhood, City, ZIP, or MLS# 

Search 

Sofia Bryant 

sofiabryant@windermere.ocm 

Managing Broker 

Contact Me 

Agent Websites 

Windermere makes it easy for agents to create their own branded and 

mobile-optimized website with all of their listings, a property search tool, 

their agent bio and contact link, mortgage and loan calculators, current 

mortgage rates, client testimonials, and more! 

Sofia Bryant Sold Homes 

Sold 

Sold 

PRICE $765,000 

BED/BATH/SQFT 2/1.5/1800 

PRICE $950,000 


Sold 

Sold 

Contact 

Me 

PRICE $645,000 

BED/BATH/SQFT 3/2/1900 

PRICE $855,000 



View Blog 

Blog 

2015 Summer Recycling Event 

Case Study: 475 E 75th Street 

Why it Might be Time to Refinance Your Mortgage 

Resources



Automated Property Marketing 

Automated property marketing makes it easier than ever for agents to 

market new listings quickly by automatically creating a postcard of each 

new listing, using photos and data from the MLS. When agents receive 

the email notification that their postcard is ready, they just review the 

proof, select a geographic radius list from the mailing options, and click 

to send their postcards. 

Mobile Search 

Windermere.com is totally optimized for mobile, so regardless of what 

type of device is used, the website will resize itself to fit the screen. This 

gives mobile users access to all of the same features and functionality of 

Windermere.com that they would have from a desktop computer. 

Social Media Dashboard 

Social HQ saves time by letting agents manage all their social media 

channels from one easy-to-use dashboard. It provides a library of timely, 

real-estate-related content that can be scheduled in advance to post 

anytime. Agents can track responses and results, and even set up keyword 

searches to source leads and manage their online reputation. 

Real Estate Content Sharing 

Windermere makes it easy to leverage content from Windermere.com, the 

Windermere blog, Facebook, Twitter, Instagram, Pinterest, and LinkedIn 

to help our offices and agents keep their own websites, blogs and social 

media timely and relevant with minimal effort. 

WINDERMERE TOOLS

t Way NE 

05 

5 Windermere Services Company. All Rights Reserved. 

continued on page 2 

Real Estate Professionals 

REALTORS® 

Anita: (555) 555-1212 

anitaagent@windermere.com 

Robert: (555) 555-1212 

bobthebroker@windermere.com 



RVICES COMPANY 

RE YOU BUY 

eighborhoods are within 

hings to consider when 

hat’s a perfect fit for your 

istrict websites for school 

rdized tests, average class 

, funding stability and 

te before- and after-school 

your prospective 

vernment websites. 

partments, local colleges, 

s offer programs for kids 

s, concerts, events and 

their websites. 

t way to start exploring a 

on-the-ground insights and 

SEPTEMBER 2015 

HOME UPDATE 

Relocate with Confidence 

Although moving can be challenging, there are resources that can 

make it easier. If you’re remaining in the area, your agent can 

continue to be a valuable resource on communities, schools, utilities, 

transportation, recreational opportunities and more. 

If you’re moving out of the area, your agent can help you with a referral to another 

reputable agent in your new community. Most agents have relationships with 

companies in their area whom they can call on for information on title, escrow, 

mortgages, temporary housing and moving services. They can also help guide you in 

your Internet research as you learn more about new communities and the relocation 

process. 

YOU’VE DECIDED TO MOVE. NOW WHAT? 

Once you’ve reached your decision, it’s time to gather information, start making 

decisions and get organized. Begin by creating a “Move” file to keep track of estimates, 

receipts and other information. If you’re moving for a job, some expenses may be 

deductible, so you’ll want the paperwork when tax time comes. 

The very idea of moving can be 

overwhelming. In this issue we’ll 

explore how to choose a 

community that fits you, how to 

make your move a smooth one, 

and how to survive moving day. 

Whether you’re relocating across 

town, across the state or across 

the country, you’re not alone. 

We have the tools and 

information you need to make 

relocating a breeze. 

ANITA AGENT & ROBERT BROKER 

WINDERMERE.COM 

Turn-key Monthly Newsletters 

Windermere helps agents stay top-of-mind with clients with two monthly 

newsletter options. Home Update is Windermere’s exclusive and affordable 

full-color printed newsletter, with timely real estate-related articles and 

tips, a regional home pricing guide, and the ability for agents to customize 

it with their own comments, photo and contact information. 

Neighborhood News is a free report available through Moxi Works that 

clients can have emailed to them each month with the latest real estate 

activity and market trends in a desired neighborhood. 

Email Marketing 

XpressMail is Windermere’s email marketing tool that lets agents create a 

variety of personal and property marketing in minutes using customizable 

templates. It is integrated with the MLS and contains an ever-changing 

library of industry-related articles and images, so agents can simply drag 

and drop the listings and articles of their choice to create high-impact 

emails. It even provides a robust reporting dashboard to track email 

marketing activity and performance. 

Direct Marketing 

Whether agents are marketing their listings or themselves, Windermere’s 

exclusive Custom Xpress tool gives them access to hundreds of branded, 

customizable postcard, flyer, brochure, and newsletter templates. 

They can upload their own mailing list, or choose from a variety 

of demographic and geographic lists to target prospective clients. 

Xpresslinks 

Xpresslinks expands the reach of direct marketing by letting agents share 

their print campaigns quickly and easily via social media and email. It 

creates a customizable web page featuring the print marketing piece, 

which can generate new leads through viral sharing and its built-in lead 

generation form. And best of all, it’s free with every print order placed on 

Custom Xpress. 

WINDERMERE TOOLS

WINDERMERE.COM 



WINDERMERE 

SPRING 2015 

LIVING 

RESIDENCES & DESTINATIONS FROM AROUND THE WEST 

Exclusive Listing Magazine 

Windermere Living is a quarterly full-color magazine featuring listings from 

throughout our network. It includes a Residential/Rental section, a Premier 

Properties section, and a section dedicated to properties in second-home 

areas (Destinations). Distribution is via advertisers, Windermere offices, and 

direct mail in the form of a radius list of known homeowners surrounding 

each listing in the magazine. It’s an attractive and affordable tool for listing 

presentations, open houses, and agent promotion. 

eStore 

From business cards to personalized stationery, notecards, buyer and 

seller guides, presentation sheets, and more, eStore lets agents order 

personalized, professionally printed business and presentation materials to 

help them stand out from the crowd. 

Premier Properties TM Program 

Windermere’s Premier program was designed to meet the unique demands 

of marketing and selling luxury homes. Brokers have access to exclusive 

marketing materials and advertising opportunities, an enhanced online 

presence, and a network of agents that represent high-end clientele. 

Windermere Destination Living 

Windermere’s Destination Living program helps our agents provide 

exceptional service to buyers and sellers of primary and second homes 

in resort, retirement, country club, and waterfront communities. Special 

niche advertising opportunities, custom direct marketing, enhanced 

listing features on Windermere.com, and a network of Destination Living 

specialists give our agents an edge in this competitive market. 

WINDERMERE TOOLS



Windermere Senior Transitions 

With aging seniors projected to move out of an estimated 11.3 million 

housing units between 2010 and 2020, many seniors will need help 

transitioning into the next phase of their lives. Agents with a Seniors 

Real Estate Specialist (SRES) designation qualify for certification in the 

Windermere Senior Transitions program, which offers services and 

marketing collateral designed for clients aged 65 and older. 

Windermere Builder Solutions 

The Windermere Builder Solutions program helps new construction 

agents deliver better results for builder and developer clients. Members 

can increase their competitive advantage by using program materials 

such as operational tracking tools and a suite of customizable marketing 

and signage that can be branded with builder and community logos. 

Windermere Equestrian Living 

Agents who specialize in equestrian or lifestyle acreage properties can 

utilize the marketing resources of our Equestrian Living program, tailored 

to this audience. The program also offers these agents an opportunity to 

connect with other equestrian specialists throughout our network. 

WINDERMERE TOOLS



Relocation and Referral Services 

Windermere Relocation and Referral Services combines the benefits of 

a full-service relocation company and a full-service real estate company 

to provide superior service. Our membership in the Leading Real Estate 

Companies of the World® network allows us to service referrals from any 

of its 500 independent real estate companies worldwide. From buying 

and selling homes, to previewing new areas, finding rentals, settling into 

new countries, and more, our team of experts goes the extra mile to 

ensure a stress-free move from start to finish. 

Windermere Commercial 

Windermere’s network of professional agents offers a full range of 

commercial real estate services, including leasing, business opportunities, 

brokerage, development, building management, and consulting. The 

Windermere Commercial brand represents the purchase and sale of retail, 

industrial, office building, multi-family, and mixed-use properties, as well as 

industrial and land. 

Windermere Property Management 

Windermere Property Management is an industry leader at providing 

full-service residential and property management. Our experienced 

management personnel provide unparalleled customer service to 

landlords and tenants through every phase of the rental process. 

WINDERMERE TOOLS



Windermere Mortgage Services (WA and OR only) 

Windermere Mortgage Services Series LLC is a full-service mortgage 

banker and direct lender with access to numerous lenders, allowing us to 

meet the individual needs of clients. In addition to processing, approving, 

and closing loans quickly, they offer underwriting flexibility and unique 

loan programs. 

military services 

Windermere Military Services (WA and OR only) 

Windermere’s Military Services program is designed to meet the needs 

of current and retiring military personnel by maximizing VA benefits, 

marketing homes near military bases, and providing career opportunities. 

Commission Access Resources (WA and OR only) 

Commission Access Resources provides short-term loans designed to 

help agents manage their cash flow between commission checks. It 

allows quick access before closing up to 80% of the commission on a fully 

negotiated, non-contingent residential transaction closing in 90 days. 

360modern Program (WA only) 

Windermere is a proud partner of 360modern, providing premium 

exposure for qualified listings with modern architecture through the 

renowned 360modern website. 

Windermere Bridge Loans (WA only) 

The Windermere Bridge Loan program gives buyers a competitive 

advantage in the marketplace through short-term financing that allows 

them to buy their new home without being contingent upon the sale 

of an existing home. 

WINDERMERE TOOLS

There has never been a more exciting time to be 

in real estate — or at Windermere.

Why Windermere?

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