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BrokerMetrics Enterprise User Manual

1. The left pane will list The MLS s you are authorized to access within each MLS will be a folder for The Tools you or your company have subscribed to that utilize the search function under each tool will be the Saved searches if any you have created for each tool E My Searches Editor All folders and lists will be expanded when the window is opened Right click on any term in the left hand pane for a list of available actions Click on the minus sign next to a MLS name or tool name to collapse the list hide its contents click on the plus sign to display the list To add a new search Right click on a Tool then click New Search El la BAREIS ii Recruiting Totals ur Santa Rosa Res Trends ni Market Growth WI Market Dynamics CH RENFO CH Max Et Page 22 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL New Search Click on My Searches on the Preferences Menu Right click on a Tool and click on New Search Ed My Searches El L BAREIS El Recruiting uP Sonoma Rec Specify a name for this search Search name Sonoma Land crc Select the search criteria My Searches Editor Right click on any item in the left hand pane for a list of available actions To add a n
2. Page 15 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Monitor Performance This is where company goals and objectives are input into the BrokerMetrics system These are the key operating metrics that will be measured and closely tracked throughout the system Le agent analysis office analysis enterprise analysis recruiting etc They are chosen because small improvements to these metrics pay large dividends to the company s bottom line sy Options E ES Select an office trom the listto adjust any ofthe values for that office Enterprise Defaults Enter office goals Return On Revenue ROR MT Yo Desk Cost Coverage DCC 2000 Yo Selling Office Commission SOc 265 Average Marketing Time LAT og weeks Closed To List Ratio Cv an Transactions To List Ratio T L 15 one decimal place Input operating metrics that if achieved would bring substantial financial benefits to the firm Use the Performance Management capabilities of BrokerMetrics to measure these objectives over time for compliance OK Cancel Metrics and Ratios in the Monitor Performance Tab Return on Revenue ROR Percentage of GCI revenue that Is Net to the company after all commissions and expenses have been paid The breakeven point of
3. 100 000 000 0 Company group Page 88 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Share Totals Total Volume Units GIS Export Market Share Sei gi Tools Search Preferences Window Help Gs Print Preview e Spee 8 Da ri x A Mal as PDF fage Save PDF see EE LEE j Chart ira 4 Export gt Market Share Grid Close Total Yolume Units GIS arket Share DOM Awg Price Commission Producing Agents Total Volume By Office 425 408 The Total Volume Units GIS export transfers the underlying record 391 Mkt 0 09 information the data that supports the chart into a csv file that supports 374 GIS mapping capabilities e g Mircosoft MapPoint or ArcView etc 357 340 323 306 289 272 255 Mkt 0 07 Mkt 0 07 2 238 221 Mkt 0 05 Mkt 0 05 204 Mkt 0 05 CHE bet Mkt 0 04 170 153 136 119 Mkt 0 02 102 Mkt 0 02 Mkt 0 02 85 68 51 34 17 Coldwell Century 21 Creative Creative Frank Howard REMAX Prudential McBride Realty Coldwell Hurd Real Banker Santa Alliance Property Property Allen Santa Central Santa California Banker Estate Rosa Services Services Rosa Rosa Realty Sebastopol 95404 95403 MList Sell Ready On the File menu
4. Last 12 Mos All MLS Data reflects all of an agent s transactions over the last 12 full months within the MLS It is the data that is used for the analysis portion of the Recruiting tool Production Transaction Coverage Measure Performance Monitor Performance and Growth Analysis Page 48 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Inventory Provides information on the recruit s current book of business The DOM aging information scatter chart can often give insight into the agent s ability to secure listings in the competitive market place at an appropriate price because long DOM listings are tacit admission of the wrong price Recruits can be viewed one by one by clicking on the individual rows Place the mouse pointer on the chart symbol to display basic property amp DOM information Use the BrokerMetrics right mouse click drill down protocol to access the underlying record information Summary information is located at the bottom of the chart table See at a glance the median price for the agents inventory 10 xi File Tools Search Preferences Window Help ajakaja A de 09 I view My Company Agents T Hide Broker Company Agents T Show Checked Clear Checked Overview Inventory Production Transaction Coverage Measure Performa
5. Month Goal time frames Day 74 20 Complete Volume 2 243 100 Listings Upward Green Arrow exceeding plan _ 2004 Year Goal YTD Target YTD Actual YTD gt i K Volume 3576839366 33944300 675205560 761176686 12 Se soc 250 Unas 14755 14 002 05 2 800 2978 6 al RE UP Expired Listings Closings Downward Red Arrow missing plan lt beto Units 150 r D Orais 1331970 de r i _ ET Year Goat YTD Target YTH Actual vms nis o pom Prica te Volume 3063326931 3216108 170 643 2 Eau 482 275 PAR 25 06 51 2 Unas 13 74 MARS ms 2 par 23 Vol a GO pe me _ Volume 15 004 064 JL mm rann mee vos Units 640 Volumo 70 531 754 34231 965 10 845 293 KA ow Ag Price 714 A Data SOc amp 264 GC 395 370 YTD Actual GCI calculation approximate using your Average Commission Side figures input in the Options Financial tab Current performance can be measured against last year s performance and this year s goals amp objectives Arrow icons give the user at a glance information as to whether performance is meeting plan or not An upward green arrow signifies that performance is exceeding the plan and a red downward arrow the opposite A YTD Actual GCI calculation is performed It is approximate to the extent that it only reflects MLS transactions and the commission amount used in the calculation is from the Options Financial information
6. 430 000 1 068 000 41 831 525 181 943 705 1 496 000 5 424 800 2 733 000 420 000 310 000 39 222 950 46 174 800 45 227 300 33 585 850 lt Cancel Move an office from the list on the left into the selection window on the right REMAX Napa Yalley REMAX Napa alley Highlight office on the left side and click on the right directional arrow to add to group Click Save button before you exit the set up tool Tip Click on the Name column header to sort the offices alphabetically then select groups of offices from the same company Click on the Save button to add the selected offices to the Click on the Close button to exit set up group Page 33 of 90 Terradatum 2008 All rights res erved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL My Enterprise The tool that allows senior management to view their operations in real time There are four tabs in the My Enterprise section Status Inventory Enterprise Production Office Production Status Three at a glance views of important company operating information Recent Listing Activity 1 31 days back Inventory current active inventory and under contract listings Goals performance vs plan 01x File Tools Search Preferences Window Help ajaja ES ajaj Current
7. BAREIS BBGYLY3 Big valley Prop Cobb Mtn 16360 High Cobb 95426 235 000 D G kel Us AE IM ou Remove 3 kd KA G OO OO S Mur BAREIS BBGVLY2 Big Valley Prop R d Hills 8000 4 High Kelsey 95451 5 207 270 BAREIS BBGVLY Big Valley Properties 5716 Main St Kelsey 95451 5 183 500 BAREIS ABIGEO1 Bigelow Realty 3 Hart Lane Mi Valley 94941 415 000 BAREIS ZBRADY Bill Brady Real Est te Broker 3329 Newpo 327 500 Group Name e 3 Name the group and click OK gt __ Cancel 2 Highlight the offices you want to select and click the Add gt button Tips Sorting on the Name column allows you to group offices from the same company and or brand easily Standard Windows functionality is available such as Shift click and CTRL click to allow the selection of groups of offices Uncommon spellings abbreviations and typos within the MLS system can be seen easily and included in your group e g C 21 C21 C 21 Century 21 Groups can be given meaningful and easy to remember names so that you are not limited to using the official MLS name which is often long and cumbersome Page 28 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of on
8. Q3 2006 vs 2005 oq 2 2006 vs 2005 Custom Date Construction Type fe All C New Construction Resale Page 69 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Only records of Sold properties with valid counties cities or zip codes will be returned in the search so only valid cities counties or zip codes will appear in the Choices pane on the Add Areas window Export a csv file of listings with invalid counties cities or zip codes so you can follow up with the appropriate people for corrections a E Pla het Lore bar ae h PA AAA Il 1 mm aaa Page 70 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Growth Compares the sales volume number of units sold and dollar volume in the selected areas over two time periods and then calculates the growth or decline between those periods The underlying information has been formatted for GIS export i e listings with invalid zip codes or cities due to misspellings non standard abbreviations etc will not be included in th
9. lt A i 95404 Santa Rosa Zip Codes GO 74 MLS Areas NE dh SR Main 95407 Cancel S ZIP code s a L REINFO 4 Counties A Cities A MLS Areas 9 ZIP code MAXx EBRD fhn Aa udaa Page 19 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Modify a Saved Area Modify Saved Areas Preferences Menu Click on My Areas on the Preferences Menu Click on the area you wish to change My Areas Editor E x Right click on any item in the left hand pane for a list of available actions To add a new search Right click on a Area Type e g City Zip then click New Area TA My Areas a BAREIS y Counties Sonoma Area Type North Bay Counties e Counties Count _ __ 16551 Napa 10 208 E y Cities To Town of Sonoma E 9 MLS Areas dh SR Main 9 ZIP code REINFO 4 Counties 9 Cities A MLS Areas 9 ZIP code E MAx EBRD 4 Counties Da PR d L of E Add 97 Remove Make the desired changes Click on a row then on Remove to delete the area from the group and or Click on Add to display the Area Selection window Be sure to click the Save button when you ve completed the modifications to the saved area Click on the OK button when this message i
10. 0 is input through the Financial tab It is the most direct measure of the overall operational efficiency Desk Cost Coverage DCC Measures gross profit vs gross expense as a percentage The breakeven point of 100 is input through the Financial tab Selling Office Commission SOC The average commission offered to co operating brokers The list side commission is then inferred by local custom e g If 6 commissions are the market custom and the cooperating broker is being offered 3 then the listing broker is probably getting 3 as well Average Marketing Time AMT Measures the average number of weeks that the office company needs to expend marketing dollars on any given listing on average before they go under contract or expire Closed to List Ratio C L Measures the number of listings that successfully close relative to the number that were taken over the last 12 complete months on a percentage basis Transaction to List Ratio T L Measures the total of closed transactions versus the of listings that were taken over the last 12 complete months on a percentage basis Page 16 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL My Areas Create and save groups of areas cities counties MLS areas and zip codes to be displayed in the area pick list
11. 21106 CANSTO L om L _ Lab LPS Z MIdGIELO WN 394501 ARMA x01 ARMA 04 ARMA x03 EREMXN Y2 EREMXN Y4 EREMXN 1 BRNBO 1 CREMPRO ZREMASF ZSFRE GSHOREL DRG VU ARMSM ZREDAY EREDA Y DRETRI ZREVATY KALPHA KEIMANAN LAKE m N My Enterprise i Region Larry Klapow e e L max EBRD N My Enterprise TA Region Bill Facendini 3 sas a My Enterprise TA Region Larry Klapow REMAX Napa 3419 Broadw 94503 REMAX Napa 1407 Main St 94574 REMAX North Rohnert Park 94926 REMAX Profe 8211 Sierra C 95277 REMAX Realto 600 Noriega San Franci 94122 REMAX Shorel 18200 Old Co Fort Bragg 3 i San Franch 1600 Noriega SE Fort Bragg 9543 95476 591 Redwoo 94070 94070 REMAX Tri Va 30545 Union Cty 94567 REMAX Valley 1124 Meridian 95125 REMAX Villa D 3563 San PA El Sobrante 94803 REMAX Welco 4475 Treat BI 94521 ZREWEST REMAX West ZMAXVVE REMAX Westl 345 Gellert Blvd EI EA MAST REMAX Westl 345 4 Gellert Daly City 94015 BRREOS REMAX Wine 2001 Fourth 95404 AREWX CREALO 34534 BREO ARHREDI L pa A RK gt CREMO REMAX Wood 30 wd Main St Woodland 95695 P S Aen Prod Mbrs U REMAX Marin 800 Delong A 94945 0l E 3 1 3 26 7 0 T 575000 639 950 33 214 200 183 938 715 a US Lee 3 519 860 121 200 756
12. 97 5 97 96 5 96 95 5 95 94 5 94 93 5 93 92 5 92 91 5 a1 90 5 90 89 5 89 Diir a dg E SP OP RA v an D EE E sl ir Lear her fri im Ready Page 58 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired Export the entire grid with the click of a button The export file will contain the exact data in the grid from which you initiated the export File Tools Search Preferences Charts Market Share olas i ee File Tools Search Print export and email information S Toggle between arid and chart views Beas ws Els P Totals Trends Coverage Views Chart Control Total Volume E Market Share DOM Awg Price Commission Producing Agents g Total Volume E eech ro Total Volume By Office List Volume F List Units Available Views Sell Volume Sell Units Total List Sell Total List zeg x Sold Price vs Original Price List Side Select the overlays that are important to you Sold Price vs Original Price Sell Side Prd Agts 153 Total
13. ET hly Options within account set up Change My Password m Additional coverage groups can be created in the Preferences MD My Areas menu ups My Searches The report data is will display based on the area type selected gt Custom Market Share CMS Setup Search xX 5 Sold C Active Froperty Types Display Report By A default coverage group My Residential Enterprise will include all offices Residential within the account set up Condominium Farm and Ranch C In Park Mobile Home Select to display the report by the area types _ Rural Residential available in your MLS set up C Home To Be Buit Lots and Land Residential Lot C Vacant Land Bact BE Remo Save Bedrooms All Full Bathrooms Al o ET oe So TT zen ja Dk TI 47 4 5 d d DE Date Range Last 12 Morts ze Price Range HR 00 ELIES 59 Construction Type Page 65 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Search Results Displayed in two forms chart and grid Toggle between them using the chart and grid buttons Market Share Fie Toole Search Preferences Window Help Chart form is the default display grid form is accessed via the toggle button Market Share Print and em
14. Prd Agts 9 find apie es 1 814K 1 814K Prd Agts 5 Prd Agts Y Mkt 3 43 Mkt 3 39 2 823K 1 379K Mkt 2 97 Mkt 2 90 Santa Rosa Petaluma San Rafael Tiburon Novato Kentfield Corte Madera Sebastopol Mill Valley Ready Page 67 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Grid Market Share Of x File Tools Search Preferences Window Help ajajaja al ale En al m Totals Trends Coverage Views Grid Controls Total Volume DI fe AlRows Selected Rows Clear Selections ll el el Del Totis y dom aaa rice Comi mismo bredagonto ores Tapas A 1 amm ST T TTT A A A EOS EE a sevastopol 21 19 200 415 NADO a Senat 291 ms 285 mi ai a E AMIA Zu ai mmm a me RR e Tiburon si wend Office Breakdown SA soos om om ze ais pement O 8 mam sst TIE IA E O D zl usa Zomm nm pes 3 aam 3 wem amsam 40 corte madera af R 1 mm 1 emmmer Pat Windsor 1 ml ee seen al 19776586 ees a mag on mell 2 12 San Anselmo Al maer 2 aal 10 mossen 282 us 255 A S T T E T E EE BE O A E Healdsburg 7 573 000 1 335 000 166 I 16 sea 1 700 000 2 4 450 000 on 1 29 17 Greenbrae 2 set 000 aj aroo o seno el ee Sai Tass J o
15. es ee L A A EIA Bedrooms Al E MR E 8H KR MA E 8 E E Mo RN 8 SE Bathrooms All e e e e e e A o Price 750 000 v s o D c Listed Sold Active Z Use the Interval and Pricing window controls to fine tune the appropriate price intervals depicted as data points on the chart and pricing window size The default pricing window the yellow band is 5 under and 5 over the suggested price of the subject property m Hold the mouse pointer over a data point on the chart to display the pricing interval and the number of properties that were sold or listed during the last 12 months green and blue lines respectively or are currently for sale red line Page 81 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Step 2 Sales Rate Months Supply of Inventory and Pricing Window Pricing Analysis l BT lt Fie Toots Search Preferences Vindow Help amp a s S QU SCHER Kl Sales Rate MSI Pricing Window 1 10 10 Ki o 110 WO D so gt S E 2 a 2 Cd 2 a D a D Di 3 gt s e T a Ka a e e a U e a e A A 8 be a so H A G wi A7 a x sw ke A Li A gt an a D gt en SIT a o a U s 9 a 2 ka N de a LA 20 ado mB 4 BS o y PUC Wie ac 10 735 000 740 000 746 000 760 000
16. 011 394 5 9 To change the numbers Click on the up or down arrows or type a new number into the box and press Enter i l Reset Actuals To reset the variables back to the actual values click the Reset Actuals button at the top right The dotted blue line on the Return on Revenue and Desk Cost Coverage charts represents the minimum target or acceptable value for this metric Page 85 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Monitor Performance GER File Tools Search Preferences Window Help ajajaj a ale Month To Month 12 Month Rolling Desk Cost Coverage DCC Ready Allows you to measure the performance of your enterprise against the goals you have established The dashed red lines represent the annual goals The dotted blue lines on ROR and DCC represent the minimum target acceptable values for these metrics Depending on the radio button that is selected above the charts the green lines on each chart display either Monthly totals for the previous twelve months Month To Month OR Annual totals for the previous twelve months 12 Month Rolling For example if the 12 Month Rolling radio button is selected at the top of the chart the data point for F
17. 1 478 000 10 340 000 30 1 600 000 00 0 oof 1 745 39 820 000 2 875 000 21 636 590 4 620 000 LY 61 456 590 2 L View data for 12 or 24 full months Blue trend line shows whether the agents production has been trending upward or downward over the chosen time interval Red line shows the agent s average sold Volume or Units per month over the selected time period 24 month view includes a grid displaying the unit and dollar volume changes for the subject agent on an LTM vs PTM basis Page 50 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Transaction Coverage Allows the office manager to pinpoint where potential recruits are most productive The information on this tab will help you spot recruits with the potential to fill the recruiting needs identified with the My Office Transaction Coverage tool Units or Volume displays Sold closed transaction or Active listing coverage can be displayed Any desired time frame may be used The underlying records may be accessed via the right click function a K Recrinting File Tools Search Preferences Window Help Tr rr Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Gro
18. 12 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Financial This information is integrated into various tools see below throughout the program it is usually obtained from management reports and or your CFO x User Infof Financial f Goals Monitor Performance Select an office from the list to adjust any of the values for that office Office Admin Fee 6 0 Monthly Desk Cost 1 750 hs including AdMarketing Cost Number of Desks 48 0 Average Commission Side 2 66 Minirnurn Target Desk Cost Coverage 110 Minimun Target Return on Revenue Retained Dollar 220 78 0 Using Admin Fee entered above Company Agent Al OK Cancel 1 Place mouse cursor in input box and type the desired value 2 Tab to move between fields or to leave a field this activates the Save Changes button 3 When all desired values have been entered click on the Save Changes button Metrics and Ratios used on the Financial Tab Office Admin Fee The percentage administration fee that the company deducts from the total commission Gross Commission Income or GCI before they split with the agents The user needs to input the appropriate figure into the system so that the Net calculations in Performance Management are
19. 135 000 Wetton Sang Fenai ET 1401 KH LESCH w BO Sai zg tet 157 Myer Pa Pets a tais 5 pu di AIS SI 10929 162 750 Becker Shirley ETA 8 051059 4 561 640 15 4055085 H EECH 250 000 Wright Kar Feb E EE 20 Kee EN 5 021 650 44 675 550 107 230 Puss el per Feb Eb 14 700 655 kd DES 15 3 146 608 A5 KEN 185 000 r F n AF e a sbb FAA nat aay ee Ta a RAA ran aa A Aras ewa 6 1 8 Summary Information Total IE seo me mp 4 10 475 344 RG HENRI MERO AI AA S85 Fa 1 Bog S rats 1809 Hor 288 10 888 1 A O APO DA Rowdy Page 36 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Office Production Provides an at a glance view of office by office production over any time period desired List side transactions green are visually separated from sell side transactions yellow to indicate distribution and overall transaction balance Summary information is provided at the bottom of the table A median line is provided for reference purposes Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired alla Fie Toots Search Preferences Vindow Help ajaja a ale Status inventory Enterprise Production O
20. 50 Ree 0 4 e EE 51 EA A oO E vonnnounasecammtenaiiuns ioaen eaaemaweeneenaice 52 Monitor PEM ORAS CS radiata tdt 53 CLOWN re sacando ii 54 e en eo CE O O e UU PO cee Te 55 1 A A E ee eee ee ee 55 Market Share Searches E 56 Market Share Tota Seca opacas 56 II Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications SG TREI EE 56 Ge RE e o NEA 58 EE Eet 59 E THT 60 D IERE EE 61 TZ MOAt Red Weitere 61 Cata di a 61 O A T E N EATEN 62 Comparison Period E 63 Era 63 AA 64 Market Share Coverage ae ceda aaa 65 ER io 6 Lee a nT eee ee nee ee noe re ene et Tee rere ee ene rere erent eee emer eee meer eee 66 Sais EE 67 eege 68 E A WEE 69 Market Growth Se arco cr tiara 69 MARCO A EE 71 EXPO rea a a o L 72 TTC SSO a EE 73 EX DOU uy NA 74 Market RAN a Te 75 Sear M ceo HT 75 O Ss CUS ec ee see nae als aera ee tetera ns ba esto ce rene ent ater a geen ah eer eee 75 Aa lo ee ee 76 CUVEE CONTO EE 76 CO Eege 77 Ny iNET OLIN E lo BEE 78 2 g ei ig AR Re teg ION ET 78 6 Months Week WINTON ATO aaa ad dra ada 78 ONER IOO a L T NA 79 Ee 79 Bee 79 elei Ru EE 79 ST N ea 79 Pricing E T LE 80 PREINO ANA URT e E EE 80 Ee eege Eege 81 Step LA PICS DISTAL id 81 Step 2 Sales Rate Months Supply of Inventory and Pricing WINOW ccccccecceceeeeeeeeeeeeeseeeeneeaeeeeeentaes 82 Sales Rate and MSI Months Suppl
21. 799 000 760 000 709 000 779 000 776 000 700 000 705 000 Price 0 Sele Irvgr an Aclive e Accepted Offers Sold Sales Rate 22 7 per Month NEEN NEE berg Supply 173 Mortive SCH 75 000 H active 37 LG Reread Y Sola 1365 Show Soit tor the lest T 12 Moths Mome C 3Morthe T 1 Morin T Hike properties that have had any price reductions Type Address Gro Price Prke PR uo tern Pn YH sort oom Sais Date RESI S 13270 Dupont 949 000 712 500 3 3 2 0 1966 1 780 161 12 20 2006 RES s 1077 Fisbres 185 000 713 000 1 4 1 1994 1351 73 11 17 2005 RESI 8 1100 Los Obvos 850 000 713 400 1 3 1 1945 2037 97 12 26 2008 RES 5 5611 Diari 733 000 714 000 0 3 0 1972 1 680 127 02 07 2007 RES S 113 Leafy Glade 735 000 715 000 0 4 0 1990 2 546 15 10 20 2006 RES 2283 Vanity Fleet 715000 714 000 4 3 EK f 8 0929 2701 l RESI 8 3455 Does Ta 749 777 417 300 J 3 J 1954 1 713 0 072202007 RE B 1515 Branch Ced LE 717 5 7 1998 1 945 138 1030 3006 RESI B 67 Cork Robin 719 000 719 000 0 4 2 0 of 778 41 03 02 206 RES S 6479 Timber Springs 733 000 720 000 0 3 3 0 1982 2 334 30 02 16 20 RESI 8 497 Chase 799 000 20 000 4 3 2 0 19 694 102 0301 201 RES 5 6542 VE 149 000 720 000 1 4 3 d 19 400 9 01 29 201 RES 5 1242 Heartwood 835 000 720 000 2 4 3 0 199 796 114 1012 200 RES S 4407 Hiliview 010 000 720 000 7 3 0 19 1 200 157 10 11 20 RES 5 4733 Oak Tra GN 900 721 395 0 2 0 2006 161 10 11 2720 RESI 8 2324 Moonlight 173500 773 000 J
22. 811 000 0 LTM Last Twelve Months e g 3 1 06 2 28 07 PTM Previous Twelve Months e g 3 1 056 2 28 06 Office 216 687 565 296 772 585 80 085 020 391 Market 1 317 002 5 1 795 901 3 478 898 856 2 173 4 E Scroll to view additional columns gt Page 73 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Export Export the information to a csv file for use with a geographic information system such as MapPoint Overlay office locations see Office Location pg 73 as pushpins to get a complete picture of how your offices are situated relative to prevailing market conditions Compare any office s performance relative to these market conditions Visually determine if there are any expansion opportunities available x North America United States California G E Pe A Yy E Growth in Volume by ZIP Code E 100 EI eb to 99 E 60 to 79 C 40 to 59 Z 20 to 39 EI o to 19 S negative Growth EPushpins 3 My Offices A Competitor A 2 Competitor B 2 Competitor C Page 74 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Dyna
23. CH METROLIST Page 17 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL New Saved Area New Saved Area Preferences Menu Hq My Areas Editor Click on My Areas on the Preferences Menu EE Right click on an Area Type and click on New Area To add a new search Right click ona 9 yp Ed My Areas E LG BAREIS Enter a name for your area and click OK s A Ti Collapse Specify a name for this area xj E Y Cities a Tc ob Help red Name E a MLS Morth Bayl Cancel Select the areas from the Areas Selection window xi Choices Selected Counties A Count Alameda 445 Marin 16 961 Contra Costa 1 782 El Dorado 3 Humboldt 42 Lake 6 452 Lake County 1 Mendocino 5 563 Monterey 5 Napa 10 208 Other Calif Counties 344 Add gt Qut Of California 27 Placer 12 Sacramento 376 San Francisco 355 San Joaquin 50 San Mateo 198 Santa Clara 73 Santa Cruz 7 Solano 31 934 Sonoma Yolo 1 053 OK Cancel e Click on a row or multiple rows using Shift Click or Ctrl Click then on Add or e Double click on a row to move the selection to the Selected pane e Click OK Click OK when you see this message Suocess x 1 The new area group North Bay h
24. DEE EE DEE PES SE II E d Totals Averages ll A 2 032 061 416 2504 2 003 241 621 y lA A E Click on any row to change it from red to black or vice versa The red rows will be plotted on the charts the default selection is the top ten excluding Non member Office gt ESS a E A E ee ES CN right mouse click function Page 60 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Share Trends Measures market share units dollar volume and their percentages over time 12 Month Rolling Period View x Market Share E PIS Fie Tools Search Preferences Window Help DS D a FEES 2 Totals Trends Coverage Views Annualized Volume v Volume Prudential See Sold Total 12 Month Rolling Period The Custom Market Share 465 4 set under consideration 450 4 The 12 Month Rolling Period chart 435 4 shows the direction over time 420 4 405 390 e A 375 FT WW 360 ane ae 345 4 a 330 fe oa gt 315 KN 300 4 285 w a 279 A 5 255 Santa Rosa 2405 Guerneville 225 Rohnert Park E 210 Na et pa 195 Sonoma 180 165 4 o o ae n e 150 AA Runonn A 135 4 pue
25. Mapa PR READ oaao oaao aso a CPS Property Advocates BBB A4 AB 22 BOBA AA Dud Real Estate oaa AA BA aao nl SI Morgan Lane A BBD Sum 20289000 BABA REMAX North Bay Bech Sim ATA BDO 663050 i mm Prudential California Reay 2191 ABBR mm sao zm 2 REMAX Napa valey 1 SI O RO PANDO saro PI Si 1 m 499 97 963 897 952 2 458 844 749 D ml z Y ri AS Ready Scroll to view additional columns Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired Office Breakdown Broker and Custom Market Share searches provides a list of the offices included in each group Use the Grid Controls to show or conceal highlighted rows and address columns Office Detail specific office information Office Listings audit trail down to the individual records Page 64 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Share Coverage Provides a tool that allows the broker and or office manager to determine the office s most active market areas for any particular property type or combination of property types Preferences Window Help m A default coverage group My Enterprise will include all offices gt
26. Reset Actuals Avg Marketing Time AMT Desk Cost Coverage DCC Actual 18 0 Actual 11 Weeks Actual 356 Goal line Minimum target performance Office Company wide Avg Selling Commission SOC Transactions to List Ratio T L Actual MLS 2 74 What If spinners for scenario modeling calculations True SOC 2 50 Sell Side 692 0 Sold Da List Side 7875 Listed i E Listed Actual and What If performance figures S rotas socw ca cos agents EU OE Scng woe for the office 768 697 308 19 217 433 4 804 358 14 413 075 1 350 000 3 454 358 f What E 768 697 308 SECH 19 217 433 4 804 358 14 413 075 1 350 000 3 454 358 H 0 0 Page 42 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Monitor Performance Provides the same view of Monitor Performance that the office manager of the highlighted row sees using their office version of BrokerMetrics Time frame is the last complete 12 months Each data point is a 12 month average The charts reflect the 12 month moving average of the various performance metrics Company goals are displayed using red lines minimum performance targets are dotted blue Highlighted row indicates office being viewed office Analysis ES wl At
27. Volume Per Producing Agent cl Total Units Per Producing Agent Prd Agts 50 Lo Mkt 3 38 Bad y DOM 66 Mkt 3 07 Prd Acts 05 r s Prd Agts 54 559K ef Prd Agts 126 DOM 52 DOM 64 518K S Mkt 2 58 Mkt 2 57 DOM 57 Prd Agts 73 Mkt 2 49 778K Prd Agts 95 Prd Agts 76 DOM 45 801K e Mkt 2 08 84 63 42 21 0 Calida Carry 71 restive PRAY Hen Frer Howard Partio Union Pret Hrs Bria Sova de O Property WET T AAA GAAS Peal Alen Pras Foam ZE Qewtrae ER mList Sell Ready Rows that are selected in the grid see next page will be displayed on the chart Checkboxes above the chart allow you to display only the information that is important to you Underlying information is accessed and displayed via the right mouse click function on the chart bars Page 59 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Grid Grid format displays all offices brokerages or custom market share groups that did at least one side of a transaction within the search criteria used see example below Top 10 rows excluding non MLS are selected bold red text by default for convenience The rows that are selected by default or via mouse click will be charted chart esthetics will help you determine the appropriate limit Use the Grid Controls to show or con
28. data supports the chart into a csv file that can 374 be read by almost any program e g Mircosoft Excel or Word 357 340 323 308 Mkt 0 07 289 Mkt 0 07 272 255 2 238 E 221 Mkt 0 05 a Kee Mkt 0 05 487 e Mkt 0 04 170 153 136 119 102 Mkt 0 02 Mkt 0 02 85 68 51 34 17 0 Coldwell Century 21 Creative Creative Frank Howard REMAX Prudential Coldwell Hurd Real Banker Santa Alliance Property Property Allen Santa Central Santa California Banker Estate Rosa Services Services Rosa Rosa Realty Sebastopol 95404 95403 Ready On the File menu select Export Choose Market Share Grid This creates a CSV file that you will be able to save to your computer Market share Grid exampleicsv Using this CSV file you can chart just the Listing Side of the market share data if that is what s desired The example pictured above is a named CSV file exported from BrokerMetrics Excel can read the CSV file format To access the data open Excel and in the File pull down menu select Open Page 87 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL e Browse on your computer to find the CSV file you created then click Open Once you have opened the file you may need to format the data to create the chart and or data table you desire E Micr
29. delete an office group from an existing comparison set click on the office group name and then Delete Comparison Sets Rename Delete Office Groups Add Edit Rename Delete Centre 21 RARE Specify a name for this competitor set x Sonoma County BARES Please specify a name for the new competitor set 4 6 l SH E California BAREIS Coast BAREIS Gateway BAREIS Help U Sell BAREIS Step 1 Give your set a name that is easy to remember and suggests something about the groups it will contain for example location broker name etg Click on OK to same the name and proceed to the next step Page 27 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Step 2 Select the offices for the group name and save the group 1 Sort on the name column to group like named offices together 2 Choose the desired offices and move them to the right double click the row or click the row and then click the Add gt button 3 Name the group and click on OK The first group is now complete x Select Offices To add one or more offices to a group click the desired office then on Add You may also use Shift Click and Ctrl Click to select multiple offices then on Add MLS BAREIS 1 Sort on the Name column to f
30. fomcem Hame menutocreate groups of offices soyou ER County ims prms LIMPTMS Sco ime BFOXGLO CPS Foxglove Properties 3362 can focus on a specific subset 95439 Sonoma 3 034 000 1 500 000 1 534 000 BCRE01 Creative Property Services 220 Petaruma ave gt ebastopol la 95472 Sonoma 13 317 500 14 898 100 e BCRE04 d Creative Property Services 831 4th St Santa Rosa CA 95404 Sonoma 92 312 499 113 305 385 20 992 086 165 BCRE40 CPS Property Advocates 6250 State Farm Drive Rohnert Park CA 94928 Sonoma 11 267 016 3 366 284 23 BCRE02 Creative Property Services 27046 A Maine St Tomales CA 95404 915 500 2 BSTAR CPS Healdsburg Po Box 2027 Healdsburg CA 95448 Sonoma 3 313 000 1 537 000 6 BCREO Creative Property Services 3209 Cleveland Ave Santa Rosa CA 95403 Sonoma 73 031 800 107 471 F00 34 439 900 126 BCRE11 CPS Property Solutions 6641 Oakmont Dr Ste A Santa Rosa CA 95409 Sonoma 2 553 000 1 425 900 5 BCRE03 Creative Property Services 6450 Hembree Ln Ste 155 Windsor ca 95492 Sonoma 10 426 500 9 048 700 20 BCRE20 CPS Golden Land Realty 501 E Washington St Petaluma CA 94952 Sonoma 2 497 750 2 732 250 4 BCPS CPS Santa Rosa West 3806 Sebastopol Rd SantaRosa CA 95407 Sonoma 4 019 000 4 735 000 7 BCNA01 CPS Country Air Properties 3808 Lakeport CA 95453 Lake 0 j 540 000 0 BCRE3O CPS Great River Properties 16250 Main St Guerneville CA 95446 Sonoma o nm
31. the City or Zip columns or groups of competitors sort on the Office ID or Name columns Office Location Setup ES Setting Up Office Locations To add a new group of offices click New To change the name of a group click Rename To delete a group click on the name of the group and then Delete To add to an existing group click on the name of the group and then Add To remove an office from a group click on the office name and then Remove MLS BAREIS Office Groups aoe Sarta Rosa 2 Sarta Rosa 25401 3 ms RS LA mls KS Zeta Rosa EN Baart ATA None 85401 1i misa Em amas Sein Rosa 95401 i CPES ERR ECH Ce en Wa SertaRiosa 95401 12 E eg MITA un 7 ppm Ca T Sais Boss 95401 T K LF Erem SertaRosa 95401 T Wm mr ar ta SartaRosa 25401 ST KERN a geg Soria Rosa 95401 3 Wira hanini Em zeg T Zia Bosa 95401 ST ips F pr Prats wg SertaRosa 95401 Ji eire ge Ern E bam SertaRosa 95401 6 e e eta bp P ERa ra Sort Rosa 95401 2 Wem oppo Era Serge Rosa 95401 16 Percentage of records with vald chiles and zip codes 94 7 Export ist of exceptions Page 30 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Share
32. the lower left hand corner you will see a moveable gauge titled Screen Resolution By depressing your left mouse button and holding it down over the arrow on the gauge drag the arrow to adjust your monitor s screen resolution to 1024 X 768 Click on Apply Your screen will go black for a moment as it resets You may then be asked if you want to keep the new settings Click on Yes and close out the dialog box You are now ready to go through Registration Registration After confirming that your system meets the minimum requirements and is configured appropriately you must complete the BrokerMetrics registration process Prerequisites In order to complete the registration process you must LA W N e Be at a PC on which you are going to use BrokerMetrics Have access to the internet Have access to your email Have your BrokerMetrics User Name and Password If you have not received either a User Name or a Password or if you have misplaced your User Name or Password check with your Training Coordinator or call the Terradatum Hotline 1 888 212 4793 ext 2 Page 4 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Procedure 1 Start the registration process by opening your internet browser and typing in the following URL provided to you by your tra
33. vertical height on the chart ioj xi Fie Tools Search Preferences Window Help amp Y L de on Provides senior management with a DOM aging view of each office s current inventory Information displayed is for the office in the highlighted row Overview Inventory Production Measure Performance Monitor Performance S werner 123 Main Street Any town Y Show Active 67 Y Show Contingent 0 4 Show Pending 16 E ENTER par A E D Lag am Ver EST 193 Inventory Aging Mouse pointer displays relevant information right 2 500 000 mouse click drills down See getest D into the listing detail 2 000 000 2517 Biltmore Dr 1 500 000 o n t Highlighted office is Price 2 849 000 the office of focus 1 000 000 of price reductions 1 Vertical height indicates price wm CA re 0 ren ipe 90 100 X 110 120 130 140 150 160 170 180 190 200 reg AP 8 Days ng par Open symbol Listing has experienced no price reductions Ia bp Hen Solid symbol Listing has experienced at least one price reduction Re R E re sd Parte aaa Active Contingent e Pending Solid symbols indicate that price reductions have taken place i e an attempt is being made e He to find the market price point PRES A Price PR Co List 2517 Biltmore Dr 2 849 000 eae SO E SC a DE 2228 Shabna RTT asa 1 bakan 1 DE 870 Ben ingramLane AO nmn eam a A DE 572FalenLeaf Ges mM Pe A TWH 797 pean Pe
34. 000 under contract accepted offers 12 Mite Som ER 53 6 AT 285 43 ei 200 Lut 150 000 000 D 149 000 000 20 130 000 000 az 120 900 000 Mu A rudo 8 mi 18 18 157 350 351 107 2 no ee Med HRC aez the Votame or Units where 100 x 3 geg mt salio 273 ep E 0 200 000 a buyer Could write for first posltion 8 23 ads Bez CR 15 280 000 L AR w 100000000 0 24 ine MAP 25 314 500 250 0 90 000 000 e SU 000 000 70 Office detail and the undertying records that make 70 000 000 up the information can be accessed using ca Oete K BrokerMetnics right click driidown protocol 60 000 000 Office Listings Le 50 000 000 a WW 4 0 500 000 30 000 000 2 20 000 000 0 10 000 000 19 e S a 8 i E El T lt wT z 2 2 D From an you want to see the large values in the 0 45 day time frame SE A A 0 nm mm Total Summary Information Active 538 701 884 327 TM 309 280 018 78 180 852 188 1 449 165 790 Active 444 226 199 131 100 ET 09 5707 64 325 161 10 514 443 25 301 070 441 509 392 H 7 100 Totais Averages 1648 5 1 1449 166 790 2 56 p Ratified s 70 146 Page 35 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Enterprise Production Provides an at a glance view of company production from a Volume and Units perspective L
35. 01 to 10 000 000 C O to 5 000 000 You can use the software to expand or contract the map overlay various geographical features and format to taste Page 90 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications
36. 1 2002 Work Offline Ze Terradatum BrokerMetrics Recommended Installation for Your Platform Installer created with installAnywhere by Zero G Software Inc Copyright 2003 www ZeroG com Congratulations You are now ready to log in and begin using BrokerMetrics Page 10 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Login x Terradatum Login Ioj x BrokerMetrics 2006 Terradatum avd its suppliers and licensors PATENT PENDING User Mame eng Pas weord rea Forgot ca nter user name and password 1 Once BrokerMetrics has been installed properly double click on the BrokerMetrics icon on your desktop to open the program 2 Enter your User Name and Password and click the Login button You may install BrokerMetrics on all necessary computers i e where you do your real estate work home office laptop BrokerMetrics recognizes each user based on their unique ID and Password and displays the appropriate views for each user s role The system is dynamic and updated daily so there can be small data variances over time e g pending to sold status changes will always add market share to the applicable COE date Page 11 of 90 Terradatum 2008 All rights reserved Patent Pen
37. 14326500 eem 52 36 ai nai aal er am 6803000 2532770 372 35 34 mal nl 20 67 587550 8573800 2703400 Aas an e 15 120 rem 6207500 462500 32 11 119 000 en 3 539 51 32 aal mo ail el ml 8 249 450 3515 450 a zo 00200 838850 8736750 349 800 mai 160 2o 125 gan aan emm 68 nai nl al ai m a219900 Anal 227 mai en ail as reem 6610975 3034975 352 wel mei 20o 1 ass 1001450 1991575 as 19 9 14 0 165 2 5 15 2 10 776 950 12 056 500 10 6 LLJ CT 28 MI KA CO RIR Helpful Hint First click on Growth Analysis and then on the Production tab By simply walking down the rows you can view each new agent s production on a monthly basis over the last year Page 54 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Reports Select multiple reports for multiple agents x Select reports Y Inventory Lk Production T Measure Performance T Monitor Performance IT Select all Print Cancel Exports Export office and personal contact information for all of the agents that met your search criteria or only for certain agents you select Recruiting Fie Tools Search JZ Print Preview Print Si Mail as PDF Save as PDF y Export Contact List CAI P D I Close se
38. 25 104 Marin 51 134 y Cities T Delete H MLS Areas 29 ZIP code y Sublocation O remo O ma x EBRD A sims Be sure to click on the Save button before closing the editor Page 21 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL My Searches Use this feature to create saved searches for the following tools Recruiting Agent Market Share Market Share Totals Market Share Trends Market Growth Market Dynamics Searches may also be saved from the search screens instructions for both methods are included below Click on My Searches on the Preferences menu to display this window My Searches Editor y x Right click on any item in the left hand pane for a list of available actions To add a new search Right click on a Tool then click News Search My Searches BAREIS Recruiting E CR Totals HA Santa Rosa Res E E Trends HA Sonoma Res Vai Market Growth WD Market Dynamics REINFO Recruiting Totals CR Trends hai Market Growth WD Market Dynamics BS MAX EBRD i Recruiting amp Totals a Trends hai Market Growth WD Market Dynamics SFMLS i Recruiting SR Totals CR Trends Nai Market Growth WD Market Dynamics L METROLIST Recruiting Totals Trends ai Market Growth iia Market Puenarnio
39. 4 1 19 438 5 0727 20 RESI S 5040 Cuneo 825 000 724 000 3 3 2 0 1908 100 9 1 of 1 RES S 2128 Falcon Ridge 729 000 724 000 0 4 E 0 1994 130 1 02 23 206 RES 1883 Rennet Meadows 779500 725 000 0 3 2 1 1983 210 0 120 Dt RES 8 875 Melrose 774 000 725 000 4 2 1 1984 036 8 1116201 RESI D 693 Lobelia 749 000 725 000 2 0 1992 652 167 03 18 2007 RES S 3941 Park Gardens 825 000 725 000 3 4 3 0 1999 420 137 12 13 206 ES 71 Pi 75 000 725 00 x 3 1 0 d 3 Ei ne SE ae E gt 12 E E Le Ready Sales Rate and MSI Months Supply of Inventory This chart shows the monthly sales rate the average number of units sold per month and inventory supply the number of months it would take to sell the properties currently on the market based on the Sales Rate for properties in the Pricing Zone the market segment that includes the subject property Pricing Window The Pricing Window scatter graph displays the properties within the Pricing Zone relative to the subject property the vertical red line The DOM number is represented by the vertical height loft of each data point e g the higher any data point the longer it has been on the market Listings Grid The grid below the chart contains data on the specific properties in the Pricing Window Click on a row to remove a property from the Pricing Window click it again to restore it Hold the mouse pointer over a data point on the chart to highlight the related row in
40. 436 584 607 892 519 2903 7 261 6 87 16 3 mm bras 1 N larvas na Ae 18 62 183 000 431 527 143 433 384 8 6 2 66 6 91 15 9 Rp 08 hes ap the 126 99 246 019 620 5 423 603 958 ER BEA oo 4 48 0 7 10 dets irris del Leer reg dan 83 83 099 712 408 413 628 324 1311 189 2 68 5 46 08 11 T raa Rad saa in AA 105 72 988 243 574 397 612 974 145 208 271 3 43 0 7 yr 11 Kei mr d T 1055 74 526 500 617 343 882 599 158 270 2 65 8 83 16 12 emba 7 Let gireg fi 4055 74 526 500 617 343 882 599 15 8 270 285 8 83 16 14 Tag Gm guf La TT 81 65 877 788 367 289 904 503 16 0 234 273 6 74 14 15 dol e Nnn Ke 44 44 563 703 222 5 232 622 885 13 0 188 274 4 58 1 0 16 Siete bie th bree 81 62 333 727 2745 210 182 705 111 166 263 5 38 07 17 is D dag Ap SI 44 35 186 651 329 203 471 019 1 036 6 2 260 11 85 16 18 did 6 IN on e 35 30 493 849 1825 195 293 237 146 210 2 64 5 58 1 0 19 Pa er coso min rro 275 28 283 350 2165 188 643 465 1 120 0 2 2 58 8 84 16 20 sj pasts rr ra E Aen 31 25 327 888 2215 180 642 373 88 146 2 61 5 73 14 21 Leger S roi ile p b Fer Pi 89 5 58 197 712 265 5 159 498 234 40 117 2 56 6 46 0 7 22 T iie gl Bts Vid H eeng Jeng 11 16 750 000 93 125 222 988 1 6999 1 2 69 8 79 18 23 mama ze LA 40 41 318 500 106 61 048 000 10 2 158 2 61 6 48 0 7 24 ely r AE li bie D Garg 25 3 831 500 185 37 878 900 5 677 4 0 2 56 11 104 16 Operation
41. 53 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Growth Analysis Automatically calculates the unit and dollar volume changes for any agent in the MLS on an LTM vs PTM basis The Growth Analysis tab has been set so that agents new to the MLS will float to the top for easy identification Default settings PTM 0 LTM in descending order of unit production Recruiting Fie Tools Search Preferences Window Help ojajaja a 7 4 ees Cep zen den Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Growth Analysis ZT a office agentin agentiame ime PIM A a wa ims Pms a ma E 46 19 0 0 0 19 0 12 602 256 U 12 602 256 a8 o ons oo ms EEE ol seso 46 eof oof ni 1 eme a eme a6 so oof nl 1 ae o me s5 ei os ui maoo us 23000 Laus ee s nn al al el apen 1430000 een 3477 aal 2o nal al 352190 mag el 3288 mu a so 250 raum 2605000 2795000 1073 no aal al ei aam een aen 1984 nai aal ui men em 2780000 aam 1554 ou so mu an um 2161450 6966650 3194 mai so aal mal raum 2534899 34050m 1343 E ho ho H sas 9130500 3708800 5421800 1462 3e dmm i meme eo ao on on 6 357 900 5795000 542000 a 37 mo s iCal eem 7MB353 101 222 maa nn ai 77 maul
42. 898 899 852 000 right mouse click drilldown protocol Dec 06 9 828 799 43 0 41 988 749 831 200 Jan 07 42 0 41 433 762 27 0 33 353 836 18 0 18 342 000 45 0 51 695 538 934 750 Feb 07 49 0 43 067 463 24 798675 90 7 795 675 32 0 32 594 350 833 750 Summary Information Totals Averages 15 0 537 082 850 237 0 244 256 112 171 0 169 372 212 408 0 413 628 324 853 463 Ready Page 41 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Measure Performance Provides the same view of Measure Performance that the office manager sees using their office version of BrokerMetrics Data time frame is the last 12 complete months Company goals are displayed using red lines Highlighted row indicates office being viewed What If spinners provide scenario modeling capabilities e Visualize your goals in real time e What changes would it take to reach them e What would be the financial ramifications Which offices exceed the goals Which offices need to improve Office Analysis l el O xj Fie Tools Search Preferences Window Help B 3 y EN amp 6 At a glance views of compliance with company goals and objectives Overview Inventory Production Measure Performance Monitor Performance
43. Activate your account and download th An Email has been sent You have successfully registered An email will arrive shortly containing the link to download and install the software Thank You The Terradatum Team 9 When you receive the email click on the link in the message to begin the installation process Page 5 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Installation 1 Clicking on the link in the email will bring up a Security Warning dialog box Click on Yes Security Warning Do vou want to install and run Inetallnywhere Web Installer signed on 4 30 2003 3 45 DM and distributed by ero D Software Ine Publisher authenticity verified by Thawte Server CA Caution Zero G Software Inc asserts that this content is Sale You should only install view this content if you trust feo D Software Inc to make that assertion SIGNED WITH PERMISSIONS Full Permissions O Always trust content from Zero G Software Inc 2 2 ArakorMeirica InciallAmperhoro Web Installer Mirreanft Internet Explorer Pi Edi Wen Psoe Tech Help Gwa O DAO ua dps Qu O O y JU address iB Nie for Ferien cr ade Irei pr dei re rad her Google sp Pers web E Eibar F Eg Options Copyright 2001 2000 Terradatum BrokerMetrics Recommen
44. Book of Business Status Inventory Enterprise Production Office Production Recent Listing Activity Inventory Changes from 17 day s back ms ze lane ze a 2 66 84 Hew Listings Track amount and average price 1 449 166 790 1 5495 935 852 of new business Units Accepted Offers 441 989 392 519 5 850 738 d Details Avg Price Se SOC Commission of new business Ce Year C Quarter Month Day 61 16 Complete Accepted Offers List Side Only Volume 72 120 505 Listings Units 75 0 Ee Year Goal YTD Target YTD Actual Avg Price 961 607 Volume 9 008 846 378 9 132 684 816 1 501 263 257 1 173 495 266 SOC 2 57 Expired Listings Volume 80 687 530 Units 80 5 eae Year Goal YTD Target YTD Actual Avg Price 1 002 330 _ Deals 2 Volume 10 592 350 068 10 771 469 366 1 770 652 499 1 143 544 204 SOC Closings Yolume 90 378 211 Units 35 0 Year Goal YTD Target YTD Actual ECO reste Volume 280 695 284 306 386 989 50 364 991 29 926 446 SOC 2 59 GC 2 344 980 Goals and Objectives variance with plan lt Green arrow indicates meeting or exceeding goals Red arrow indicates missing or behind goals Ready Page 34 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include te
45. BrokerMetrics Enterprise User Manual June 2008 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications Table of Contents Access amp Customization Features e suiepsdsgeuekgebsu EN EREEE EE SEENEN ENEE NEESS Ne EENS KAS SN egen d Minimum System Requirements EE 4 PO I EE 4 PRO EE 4 AP UA o e ro sales E A N 5 Lai de PEC PC o o PU E E eaten oN Opa A 6 Brell EE 11 eN n yg sian O ENEAS 12 NY TIONS ati add 12 Sire EI 13 E a ee E E E AE Eo O E E 14 MONITO REO on Le 16 I PT OO A UP E E a e o UE CO E A 17 reo OE e o RES OO PC PUE con eeanteutete es 18 Rename a AP E E 19 JU A casts o Ei Lo means caseae 20 Sy A a e EEE E E ss 21 APA o UA 22 NEW Sa aio 23 Rehame a Saved re E 25 Modify a Saved SCA EE 26 Delete a Saved e EE 26 Custom Market Share CMS Setup E 27 Market Growth Office Setup A EE EEN 30 Marker Share GOVE AGS le EE 3l My ZE 34 LEIT LEE 34 Ln a UA A 35 Enterprise POQUER 36 Si A Ro OO CO PEE On E PP A ia aie ela 37 e 0 IP 38 6 et 38 UP e UP PO E A 38 A o E E PU A 40 FO CCE o y PO PORC RA 41 WS Fen OF leit CS naaa adidas cas 42 MON LORETO Le 43 a A PP semunedsuusweduancnausenees 44 Recruiting Caron Re prada ia 44 Agent MIRES Maliante 44 ad PPP e o e CO CEE ne 45 Adent Name ei scsi an 46 Recruiting Sarco RESURS tortas atra 48 OVER ais 48 IE ee EE 49 A o P uo T O E E AE E A
46. Coverage Setup Allows the user to create market service area groups of their office s or prime competitors to identify real time comparison tracking Select My Market Set Up Wizard on the Preferences menu My Office Fie Toole Search Preferences Window Help My Options Jalala mee a Change Why Passveord CO Mu Areas up My Searches 2 Custom Market Share CMS Setup A default coverage group will be created the first time a user accesses the Market Share Coverage search tab or the coverage group set up The default coverage group s will include all offices in your enterprise s one for each MLS you have access to arrive ara Market Share Coverage Setup Right click on any item in the left hand pane for a list of available actions To add a new group Right click on an MLS then click New Group Default group is editable but not deletable Ofte T Name A city m Prod Mbrs Coldwell Banker Novato BLISO1 1 800 Listing 2853ElkLane SantaRosa 95407 1 011 500 A sia sal SE DND Tst California H Hercules 94547 8 641 400 rad 726 Alfred No Coldwell Banker Greenbrae G1CHCE 1st Choice Rea Redwood 95470 Vacaville L Ls 1 Ea o 8275 Uva Dr Coldwell Banker Petaluma C1ST01 ist Grand Realty 613 Westgate 95657 2 024 000 Coldwell Banker Greenbrae G1REAL 15 500 Coldwell Banker Santa Rosa C1STRTY2 1st Realty amp In 320 West A S Dixon 95620 1 777 500 C
47. D O 120 H Le y y x x ka e e Se S L AAA 105 m Kee v 90 m 2 ua m beggen ee 75 4 60 O gt ln 45 NAAA A 30 154 Oct 06 Nov 06 Dec 06 Jan 07 Feb 07 Mar 07 Apr 07 May 07 Jun 07 Jul 07 Aug 07 Sep 07 Oct 07 Ready Charts twelve month production totals for the previous twelve full months for each of the offices brokers or Custom Market Share Groups Each data point node is comprised of 12 consecutive months of data rolling forward in time on a monthly basis The value associated with each node encompasses that month s data plus all of the data from the preceding 11 months For example the Oct 07 data point begins on 11 1 06 and ends on 10 31 07 it includes all of the data for the following months 1 Nov 06 2 Dec 06 3 Jan 07 4 Feb 07 5 Marl 07 6 Apr 07 7 May 07 8 Jun 07 9 Jul 07 10 Aug 07 11 Sept 07 12 Oct 07 The first five entities ranked on the most recent month s values are plotted on the chart by default All entities are shown in the grid Mouse over the line nodes to display the values Page 61 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Grid Market Share Fie Toole Search Preferences Window Help Totals Sch Trends Sr Coverage Views Grid Controls Annualize
48. ERPRISE USER MANUAL Modify a Saved Search Click on My Searches on the Preferences Menu Click on the search you wish to change E save this search Click on the Save this Search button at the bottom of the window Click on the OK button when this message is displayed success gt a 1 The search Bay Area Recruiting has been saved Modify a Saved Search Search Screen After a saved search has been selected on a search screen changing any of the criteria will activate the Save this Search button Click on the button to display this window Specify a name for this search eh My Search name ki al EE S er EE You may either click OK to save the revised criteria under the same name or enter a different name to save the revised criteria as a new search the old search will remain intact with the original set of criteria Delete a Saved Search Click on My Searches on the Preferences Menu Right click on the saved search you wish to delete and click on Delete Search Es My Searches El l BAREIS E N Recruiting up Bay Area Rel rLR E EH Totals eck pr Santa Rosa Res Rename Search E Ed Trends Help uP Sonoma Res Confirm the deletion by clicking on Yes ST x AN Are you sure you want to delete Bay rea Recruiting Click OK when you see this message success 1 j The search Bay Area Recruiting has been deleted Page 26 of 90 Terradatum 2008 All
49. GCI Agent and Co increasing the Net by 3 7 Return on Revenue ROR and Desk Cost Coverage DCC are improved as well display the new What If values for these metrics by holding the mouse pointer over the bar representing Office on the respective charts Page 84 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Performance Management O x File Tools Search Preferences Window Help jajaja aj ale Measure Performance Monitor Performance Reset Actuals Return On Revenue ROR Avg Marketing Time AMT Desk Cost Coverage DCC Actual 11 9 Actual 8 Weeks Actual 174 D NW b oO OO 100 Company Company Closed to List Ratio C L Avg Selling Commission SOC Transactions to List Ratio T L Actual 57 Actual MLS 262 Actual 0 99 1 02 60 l H True SOC 2 65 3 Listed Total COE Listed AA EA A Actual What If n senside 463957 v0 3 46395 Sold 6 388 0 CC S 5 6 707 4 ell Side 4 639 5 4 639 5 4 Listside 639807 soxsj 67074 Listed 11 205 003 11 1205 EE 6 388 0 6 707 4 Total Agents Desks mei zo cn E 10 904 370 350 2 65 288 965 814 80 621 462 208 344 352 46 350 000 34 271 462 What 11 176 419 300 2 65 296 175 111 82 632 856 213 542 255 46 350 000 36 282 856 2
50. ISTRTY EE 95688 yy Region EirFacendini C1STRTYS3 1st Realty amp In 1319 Travis B Fairfield 94533 38 111 622 1 690 000 a semis DRVWHMO1 1st choice Rea d i My Enterprise LV 2417 94590 1 649 000 uy Region Larry Klapow C4ADPRP 4 D Properties 442 Cordoba Vacaville 95688 CFIVETAL 5 Talents Realt 3017 Douglas Roseville 95661 DACBEST 3150 Hilltop M San Pablo BAKPROP AK Properties 1192 Castelle Windsor 95492 4 887 500 CAMPRE A MP Real Est 8801 Folsom Sacramento 95826 BZZA A Appraisal S 2241 Valley P Santa Rosa 95405 BSOD01 A 1 Real Estat 411 Farmers 95402 CFORBES A Forbes Realty 7104 Circlet Wy Citrus Heig 95621 ZAGREAL AG Realty 1 Camino Sob DAANR AA NR Real E 10 Oliveglen Ct Pittsburg 1 465 000 ZAAA AAA Personal 3300 Douglas Roseville DAFMO1 AB Realty 24326 Missio Hayward 1 420 000 BABCO1 ABC Properties Po Box 5576 DABC ABC Real Estat 1712 14 Lind Pleasant Hill 94523 AACWEST 1440 N Harb Fullerton 92835 0 BMBBM ACRE Alliance 4651 Hoen Ave SantaRosa 95405 4 751 000 DADR AD Realty 39785 Paseo 94538 379 900 DAFMROS AFM Realtors 881 Sneath L San Bruno 94066 LESA LAME ERIC TS RS ESE Rack oti 20 000 S Save Cancel l ah nio 339 000 Offices in the enterprise set up LA H Right click on MLS name to add new covera
51. Metrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Agent Name Search Save Tle Search BAREIS kd AMS zi Residential Residential Condo Coop Cther Farms Ranches Mobile Floating Home Mobile Home Floating Horne Lots amp Land Residential Commercial Acreage Last 12 Months e AA ea Page 46 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Enter all or part of a name to find the individual agents Select Agents REMOVE Page 47 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Recruiting Search Results All agents displayed meet the search criteria only agents that meet the search criteria are displayed They are ranked by their Total Volume production within the criteria specified Company agents are highlighted in green to indicate the company s current coverage within any given area s Company agents will not be highlighted in green when searching by your own office Right click information gives agent s company and office affiliation Various fo
52. Search Results Displayed in two forms chart and grid Toggle between them using the chart and grid buttons Market Share File Tools Search Preferences Window Help Baas LE Chart form is the default display grid form is accessed via the toggle button Print and email functionality is available Multiple report formats are available including o Volume and Units for List side only and Sell side only o List Side demonstrates your success in obtaining the highest prices relative to the original listing price for your sellers List Side o Sell Side displays your ability to obtain the lowest prices relative to the original listing price for your buyers Sold Price vs Original Price List Side and Sell Side lz Market Share File Tools Search Preferences Window Help Market Share Fie Tools Search Preferences Window Help aaas s Total Volume a Total Units List Volume List Units Sell Volume Sell Units Total List Sell Total List Sell Sold Price ve Original Price List Side Sold Price vs Original Price Sell Side Total volume Per Producing Agent Total Units Per Producing Agent BauG HE P Al Chart Control Sold Price vs Original Price List Side el C Dom Sold Price to Original Price _ Commission 3 Sold Price vs Original Price List Side By Office 99 5 99 98 5 98
53. TRICS ENTERPRISE USER MANUAL 7 Wait for the installation to complete this will take a few moments Vi BrokerMetrics Installing BrokerMetrics Introduction Choose Install Folder Choose Shortcut Folder Pre Installation Summary Installing Install Complete Installing Java Runtime Environment lnstallAnvwhere by Zero G Cancel 8 Click on Done YI BrokerMetrics Install Complete Introduction Congratulations BrokerMetrics has been successfully installed to Choose Install Folder Choose shortcut Folder Pre Installation Summary Press Done to quit the installer CiProgram FilesiBrokerhMetrics Installing 7 Install Complete Installanywehere by Zero G Page 9 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL 9 Finish by closing your browser 3 BrokerMetrics InstallAnywhere Web Installer Microsoft Internet Explorer File Edit View Favorites Tools Help ae New gt Ka Open Ctrl O Search Hz Favorites ay Media Es Ga w rel a6 3 Edit with Microsoft Office Word l lers BrokerMetrics install htm v Go Links o Search Web gO Ent blocked fE Autor Options 4 Save S Page Setup Print Ctrl P Print Preview Send gt Import and Export Properties Copyright 200
54. a glance views of compliance with company goals and objectives over time Hihi Ss der LR ra ol Return On Revenue ROR Desk Cost Coverage DCC Goal x Selling Office Commission SOC Average Marketing Time AMT Closed To List Ratio C L Transactions To List Ratio T L Page 43 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Recruiting Provides 3 easy ways to search for and analyze potential recruits o Agents market share o By office o By agent name Performs agent level market share calculations Minimum production criteria can be set using volume and or units Recruits can be analyzed from several perspectives inventory production and operational performance Any recruit s last 12 months of MLS production can be viewed as if they had been a member of your office Thus you can determine before any effort is expended what bringing them to your office would mean financially Recruiting Search Screen Agent Market Share Search Office Search Agent Mame Search E Clear E Save this Search di Search To optimize system performance the maximum number of records that will be returned is 2 000 MLS BAREIS D Select My Search D Property Types Area Type IZ Resid
55. aI rp 7 Display Trend Line T Display Listed Volume C Units Volume Ce 12Months 24 Months R lo SS 2 L W M 50 000 000 4 Pape Pere dh JI GS 40 000 000 5 a 5 ee RS DEA 7 degre keet W 30 000 000 8 Ma wa A 9 vu 20 000 000 ES ES o 10 geste irri m ngen Office Detail 11 Taa Edel la EA 10 000 000 Office Listings Highlighted row is 0 ge the office of focus 7 8 8 8 3 S 3 5 5 S A a a a A a A a at d en a KX E D Z E a 16 himi ro E S R N 17 paa Ais WW Months 18 ech R m Lists Sell 19 Anan eee TA Mam Listed Teen Lista Lists sem Sell Total Total eme P _ DS 45 0 44412200 250 29 125 600 17 0 15 486 600 42 0 44 612 200 792 500 Se 731 599 210 17 471 900 21 0 21 695 900 42 0 39 167 800 825 500 23 Tae Ju May 06 K Office Detail 5900 220 19 320 000 190 18 166 500 41 0 37 486 500 885 130 24 ey gt BY Jun 06 Office Listings 617 888 14 0 12 084 350 140 12 611 950 28 0 24 696 300 838 480 Jul 06 14 0 T 19 530 900 18 0 18 795 000 5 0 4 229 000 23 0 23 024 000 863 750 Aug 06 30 0 35 406 725 80 8 087 500 6 0 6 841 000 14 0 14 928 500 913 750 Sep 06 y 2 559 900 24 0 23 757 800 802 250 Oct 06 Office detail and the underlying records that make up the 5 939 388 370 41 777 388 868 500 S a Nov D6 information can be accessed using the BrokerMetrics 5875 500 370 37
56. acilitate selection of offices Only show offices withInumber of agents greater than or equal to 2 L Only show offices withitotal volume greater than or equal to hr 000000 BAREIS ZBEST Best Real Estate 9925 San Pa 565 000 Vacavile 95688 BAREIS DBETWWC Better Hornes 1511 Treat Bl Walnut 94598 4 620 000 BAREIS DBETTIC Better Homes Alamo 1451 Danville Alamo 94507 1 602 900 BAREIS CBETHOM Better Homes Realty 3000 Delta F Antioch 94509 5 314 000 BAREIS ZBETHOME Better Homes Realty 1451 Danville 485 000 BAREIS DBETHOM Better Homes Realty 6652 Alhamb Martinez 94553 520 000 BAREIS KHOSAL Better Homes Realty 202 Beechnu Hercules 94547 715 950 BAREIS DBETTHM Better Homes Realty 2958 D treat Concord 94518 410 000 BAREIS DBETTER Better Homes Realty 120 A Spring Vallejo 94591 26 065 404 BAREIS CBTRHM Better Homes Realty 12702 Roadr Penn Y 95946 320 000 BAREIS DBETTER2 Better Homes Realty Emery Bay 5610 Bay St Emeryville 94608 645 000 BAREIS 3433 Broad Americ 94503 13 984 000 de y 320 eSt Ukiah B 2 De ealty Co 1 d Potter Y z 0 BAREIS GB 3 De y Co 17725 Main llits 95490 5 BAREIS ABEYOND Beyond Yalue 3001 Bridge Sausalito 94965 650 BAREIS BBIGO1 Big Oak Realty amp Irfvestment PO Box 11364 SantaR 95406 541 950 BAREIS GRUBY Big River Realty 10483Lansin Mendoc 95480 dd 8 587 000 d
57. ail functionality is available File Tools Search Preferences WW Multiple report formats are available including amp aS d o Volume and Units for List side only and Sell Totals Trends Coverage side only no Be o List Side demonstrates your success in obtaining S ENA the highest prices relative to the original listing Total volume price for your sellers List Side BE Total volume Total Units List Volume List Units Sell Volume Sell Units Total List Sell Total List Sell Page 66 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Chart Market Share 4 O x File Tools Search Preferences Window Help sl ais St S Chart Controls Total Volume D JV Market Share Y Avg Price T Commission Producing Agents T Offices Total Volume Total Units Total Volume My Enterprise List Volume List 2 Units Sell Volume Sell Units Total List Sell Total List Sell Totals Trends Coveray Available views Select the overlays that are important to you tin Millions 60 ja As n Prd Agts 40 951K Mkt 10 03 Mkt 9 70 Prd Agts 27 760K Mkt 7 51 Prd Agts 25 692K Prd Agts 7 Mkt 5 68 2 999K Mkt 5 05
58. al Metrics ROR Return on Revenue Percentage of GCI revenue that is NET to the office after ALL expenses have been paid It is a very direct measure of operational efficiency relative to the BOTTOM line DCC Desk Cost Coverage Measures gross profit vs gross expenses as a percentage 100 represents the breakeven point Important because positive increases over time indicate increasing operational efficiencies which translates to profit SOC Selling Office Commission The office s average commission offered to cooperating brokers The office s list side commission must be inferred from local custom e g 50 50 splits It is a direct measure of how the office s agent population takes listings at prevailing market rates This directly impacts the BOTTOM LINE Page 38 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL AMT Average Marketing Time Measures the average number of weeks that the office needs to expend dollars to market their listings before they go under contract or expire A lower AMT translates into faster revenue generation and less marketing dollars per property This provides a beneficial impact to the BOTTOM LINE C L Closed to List Ratio Measures the number of listings closed relative to the number taken on a percentage basis Important bec
59. alysis Provides senior management with at a glance views of each individual office s performance The individual tabs allow management to focus on the important operating characteristics of each office Overview Provides a global view of each office s inventory production and operational metrics over the last complete 12 months Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired The red column header arrow and darker column row color indicate the column that is controlling the sort order BER File Tools Search Preferences Window Help D e Tabs Red column header arrow and dark yellow alsla dL column rows indicate the column that Overview Inventory Production Measure Performance Monitor Performance ada Operational Metrics CO TO OEA kM T xf 1 2 lees geg n oy Office Detail R 79 5 TIET 18 0 356 ET 11 82 E TTT ee a Y ER 267 Ee 479 5 768 697 308 18 0 356 274 11 82 15 4 Ape C9 peer FZ ieee te Gee s 785 500 04 5 713 564 479 277 7 8 2 56 ER 58 15 5 demas set 11 dere 8 462 5 151 739 438 7655 681 207 334 164 242 263 7 68 12 5 T pR PO a Abe 8 e 1625 151 739 438 765 5 681 207 334 164 242 263 7 68 12 7 Hembra di Ben pen a 20 31 798
60. as accurate as possible Monthly Desk Cost Reflects the total operating expenses of the office or company on a monthly per desk basis Number of Desks The total number of desks that the office company uses for expense amortization purposes Average Commission Side This is the office company s true commission percentage per transaction side after all deal concessions have been made It is obtained from company and or office financial records Minimum Target Desk Cost Coverage The breakeven point where the firm s revenues exactly equal its expenses The default setting is 100 indicating this breakeven point between revenues and expenses Minimum Target Return on Revenue The target set by the firm for its return goal i e net income GC I The default setting is 0 indicating the breakeven point no profit or loss Page 13 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Retained Dollar Company Dollar GCI The ratio of Company compared to GCI as a percentage Company dollar is usually comprised of two components the admin fee taken off the top of the total GCI received and then the office company side of the commission splits with the agents Goals Allows for the input of yearly production goals as a percentage of last year s actuals T
61. as been created The new saved area will be listed in the Area Type picklist on all search screens Page 18 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL New Saved Area Search Screen After you ve selected an Area Type and made your area selections on any search screen click on the Save button Area Type ZIP code D EE alll Specify a name for this area gt Area name 5 St Santa Rosa Zipz ce Click OK when you see this message sue S 1 The new area group Santa Rosa Zips has been created The new saved area will be listed in the Area Type picklist on all search screens To make changes to a Saved Area right click on the Area Name then on Delete or Rename To add or remove selections included in the Saved Area click on the Add or Remove buttons EE Click on My Areas on the Preferences Menu Right click on the saved area you wish to rename and click on Rename Area Right click on any item in the left hand pane for a list of To add a new search Right click on a Area Type e g 4 My Areas E LG BARES Enter the new name and click OK Area Type 4 Counties Specify a name for this area Sonoma North Bay eh Ares name 29 Cities L dS Towen of Sonoma
62. asure Performance Monitor Performance Measure Performance Performance Management d el o x Fie Tools Search Preferences Window Help jajaja aj Paja Measure Performance Monitor Performance Reset Actuals Return On Revenue ROR Avg Marketing Time AMT Desk Cost Coverage DCC Actual 11 9 Actual 8 Weeks Actual 174 O 2 NW A OO d OO oO Company Company Closed to List Ratio C L Avg Selling Commission SOC Transactions to List Ratio T L Actual 57 57 EC Actual MLS 262 Actual 0 99 0 99 True SOC 2 65 l 8 P WEEN ed Listed Total COE Listed Sold Actual hat If Actual What If 4 Sell Sid 5 0 0 6 388 0 00 6 388 0 ell Side 4 639 5 4639 5 List Sid bi 0 0 3 11 120 5 00 11 120 5 ist Side 6 388 0 6 388 0 10 904 370 350 288 965 814 80 621 462 208 344 352 46 350 000 34 271 462 10 904 370 350 288 965 814 80 621 462 208 344 352 46 350 000 34 271 462 Provides a snapshot view of how efficiently your enterprise is operating and allows you to project the effects of incremental changes in key financial and transaction elements As you make changes by operating the spinners up or down the resulting changes will be reflected in the What If row at the bottom of the page The Actual What If summary grid shows the effects of changing one or more variables For example increasing the Sold by 5 in the Closed to List Ratio section increases the Total
63. ause all listings incur an expense for the office while only those that close generate revenue Small positive changes have a large impact on the BOTTOM LINE because additional closings are almost pure profit T L Transactions to List Ratio Measures the total number of closed transactions versus the number of listings taken Small positive changes have a large impact on the BOTTOM LINE because additional closings are almost pure profit This ratio also indicates the office s ability to maintain a balanced book of business which will help it adapt well to changing market conditions Levels of 1 2 or higher are desired Page 39 of 90 OTerradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Inventory Provides the same DOM aging view of Inventory that the office manager sees using their office version of BrokerMetrics Highlighted row is office of focus Symbols that are solid indicate that price reductions have taken place This is a direct indicator that the sellers of the property are trying to find the market Conversely long DOM properties with hollow symbols indicate sellers that are unrealistic about current market conditions There are 45 90 180 day DOM lines on the chart for visual reference purposes The property list price is indicated through the symbol s
64. available NAR MSI The number of properties For Sale on the last day of the month FS divided by the number of properties that went Under Contract UC during the month NAR MSI FS UC MSI Terradatum s MSI calculation equals the number of properties For Sale FS during the month that is the property was Active at least one day during the month minus the number of properties that went Under Contract UC during the month minus the number of properties that Expired X during the month divided by the number or properties that went Under Contract UC during the month TD MSI FS UC X UC Basic Absorption This chart monitors the amount of inventory versus the overall sales rate Inventory is broken down into two components New Listing has an initial list date that falls during the month in question Residual The initial list date occurred prior to the month in question Therefore New Inventory is freshly minted for the month and Residual Inventory includes listings that are being carried forward from earlier months Page 79 of 90 OTerradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Pricing Analysis This tool provides real time statistical information on the distribution of prices for a given set of property criteria over the last 12 months The numbe
65. ceal highlighted rows and address columns Underlying record information is accessed and displayed via the BrokerMetrics and is exportable as a csv file for use in any database program e g Excel if desired Check or uncheck the Address Columns checkbox to display or hide this information Market Share File Tools Search Preferences Window Help ajajaja sala Totals Trends Coverage Total Volume v 7 Grid Controls Ce Al Rows Selected Rows Clear Selections ZE pa See Union GMAC Real Estate ote Sir ae Blvd Marin 90821100 58 386 788 285 2 AALLN10 Frank Howard Allen Greenb 511 Sir Francis Drake Blvd Geesen CA saad Marin 31 906 400 91 533 036 3 ACLBA13 Coldwell Banker Santa Rosa 600 Bicentennial Way Suite 100 Santa Rosa CA 95403 Sonoma 99 333 926 43 033 094 4 999999 Non member Office none Santa Rosa CA 95401 Sonoma 0 107 350 575 s aan Frank Howard Allen San Rafael 700 Fifth Ave SamRafael CA 94901 Marin Oo wj 05 238 6 APURBO1 Pacific Union GMAC Real Estate 60 BEE Drive Mill Valley CA 94941 Marin 24 33 430 500 29 46 804 500 H 7 ACLBA Coldwell Banker Greenbrae Greenbrae CA 94904 Marin 35 44 493 000 33 40 459 500 3 TAMORO2 Margan Lane Marin 901 Sir Francis Drake Blvd Kentfield CA 94904 Marin 19 40 914 367 14 32 147 667 9 BCREO4 Santa Rosa CA 95404 Sonoma IE 36 36 258 700 82 35 479 341 10 ASOTHO2 Sotheby
66. chnology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Inventory Provides an at a glance view of current listings on a Volume or Units basis The stacked bar chart separates active listings red from accepted offers blue Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function on any inventory table row or chart bar and is exportable to any database program e g Excel if desired Place mouse pointer over chart bar to display the exact value The table below the chart contains important DOM information 0 45 days Is the optimum range to find active inventory My Lnterprise em SE Pie Toots Search Preferences Vindow Help ajajaj Ai als Status trvertory Enterprise Produci n Ottice Production O manager amen nate sy RT ste Days ona G raes A ua 1 Leer Steat 2185 160121 019 274 121 0 2 1 Les AA 2105 160 121 019 Ca Na Spent Coe ass 120 595 900 257 EI 20 4 rege A 125 112 212 050 285 58 Invento 4 le Lew 1125 192 212 050 265 30 A 6 Fee eg Ka 71 778 700 2 ZU 200 000 000 180 7 bety ST 68 653 013 270 37 3 hemes Sep 555 68 347 940 254 135 190 000 000 170 9 ence U Tens 665 61 504 650 268 100 awegesg gt Leg CO 61 504 650 25 100 180 000 000 A Blue indicates the Volume or Units 160 11 Lao Bin 15 5 84 000 35 148 170 000
67. d volume Annualized volume 7 O Al Rows 2 Selected Rows rr ee All Other 10 3 1 194 324 526 10 426 913 619 ar 228 034 731 R 976 914 547 12537117731 12 932 562 378 Hana egen 21 765 465 316 671 276 351 353 166 362 801 516 377 870 216 388 121 619 Santa Rosa eA ee 26 5 95 314 559 264 401 007 299 106 640 328 456 660 348 296 560 370 847 820 Guerneville A 452 20 703 036 115 268 340 126 400 350 Rohnert Park Au 8 PIE Breakdown for Napa Sonoma NX a 134 740 076 446 863 226 153 844 026 5 123 681 999 50 605 840 E n m 1 oao Sem IL agr TR ma Anni Mayor apr EA q 45795 15 812 300 15 417 600 H 172 550 33 716 453 22 793 505 21 817 953 07 300577 Maaie messe Seet PS Sae SEO ease 16 2 JAR T DDS Cl 21355300 KS Sr ba 251 650 108 50 150 10 Em am Th 015 Haj 2375500 301 000 4 301 000 178 000 3 750 000 Ao gan 507 200 The All Other group contains all offices that were not included in one of the custom groups BA H T65 465 WESTIE 2E1L2E1L1EE 367 804 516 MATHE 38 174 513 166 657 726 DZ CT The monthly figures represents 12 month averages of the market actually List Sell side transactions volume The true market size is thus half that amount Totals HEEN EE EIT EEE T 14 019 660 682 lt ki Market share grid allows for right mouse click drill down functionality Strings of zeros beginning in the left most colu
68. d averages Totals 1 317 002 537 1 795 901 393 478 898 856 26 67 2 173 3 032 859 522 500 537 475 14 975 Page 71 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Export Export the information to a csv file for use with a geographic information system GIS such as MapPoint Data is aggregated by the area type specified in the search criteria See areas of high and negative growth as well as areas that have remained static Overlay office locations see Office Location pg 73 as pushpins to get a complete picture of how your offices are situated relative to prevailing market conditions Compare any office s performance relative to these market conditions Visually determine if there are any expansion opportunities available x North America United States California K U Eureka 3 N ER Lies Glear Lake X 1 Mi UXN p Los Angeles w E Growth in Volume by ZIP Code E 100 E 80 to 99 E 60 to 79 C 40 to 59 EI 20 to 39 E o to 19 M negative Growth EPushpins My Offices Competitor A Competitor B Competitor C Y y y Pacific Ocean Page 72 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology
69. ded Installation for our Plettonm Sie irritar they rekrei misas created wee ara by Zero on mc Coen 2011 weg Zap rer Available Installers Platform includes Java VM Inatructionae gt BA Windows Download 17 aMi View Page 6 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL 3 Click on Next Y BrokerMetrics Introduction l InstallAnywhere will guide you through the installation of BrokerMetrics A Introduction 8 Choose Install Folder Hie strongly recommended that you quit all programs before continuing S Choose Shortcut Folder With this installation B Pre Installation Summary Click the Next button to proceed to the next screen If you wantto change B installing something on a previous screen click the Previous button ao istall Complete You may cancel this installation at any time by clicking the Cancel button InstallAnywhere by Zero G Cancel 4 Click on Next I BrokerMetrics Choose Install Folder i R ISER Where Would You Like to Install A Choose Install Folder CaProgram Files BrokerMetrics Choose Shortcut kolder Restore Default Folder Choose B Pre Installation Summary B installing B install Complete InstallAnywhere by Zero G Cancel Previous i Page 7 of 90 Terradatum 2008 All rig
70. ded to the set one at a time repeating these steps 1 Click on the Add button to display the list of offices 2 Highlight the desired offices and move them into the right hand pane 3 Name the group and then click on the OK button When all of the desired groups have been built and added to the set click on the Close button to exit the setup function The sets will appear in the drop down pick list of Types on the search screen 5 Search l Ea Custom E Clear E Save this Search EX Search MLS BAREIS sl ype Office Select My Search sl Office _ lt so Ei Property Types mu ma Ire BAREIS Sonoma County LL BAREIS BAREIS Brands F les Aea Type F Page 29 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Growth Office Setup GIS Allows you to create groups of offices so you can see only those offices in which you have an interest from an internal standpoint or a competitive standpoint Only offices with valid cities and zip codes will be listed The percentage of offices with valid cities and zip codes is shown below the list Export a list of offices with invalid cities or zip codes so you can follow up with appropriate individuals for corrections Create geographical groupings sort on
71. ding BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Preferences Menu Where data input and customization begin BrokerMetrics allows the user to input key office company data and personalize various system configurations Please take the time to familiarize yourself with these functions They will pay many long term dividends from a program power and ease of use perspective File Toole Search Window Help MT My Options ek Change My Password a My Areas H My Searches a Custom Market Share CMS Setup a Market Growth Office Setup OIS H Market Share Coverage Setup The next several pages will guide you through the process of setting up s My Options o Input proprietary financial information o Input company goals amp objectives My Areas o Customize MLS system geographies My Searches o Create and save searches Custom Market Share CMS Setup o Integrate your personal market information into the market share tools Market Growth Office Setup GIS o Create groups of offices so you can track their growth Market Share Coverage Setup o Define your market service area and identify your prime competitors for real time comparison tracking My Options Key office company information is input here We will review three tabs in My Options s Financial Tab Goals Tab Monitor Performance Tab Page
72. e data set or calculations Information displayed is list side only because it is growth not market share that is being measured The MLS commission information is based on the percentage that is offered to the cooperating broker sell side by the listing agent office Horizontal scrollbar at the bottom of the screen allows you to view hidden columns q Market Growth 7 loj x Fie Tools Search Preferences Window Help e Commission figures displayed reflect the percentages offered to cooperating brokers A os a e RK LA e BS on the sell side Useful market information can often be inferred from these figures 2 View Percent Growth Volume v LTM Last Twelve Months PTMI Previous Twelve Months Market Growth Office Growth me ims ems Jumm Jesus rms Jumm s0 Lmmans Joen Jonmmeez sn 95409 240 501 632 299 310 299 58 808 667 579 900 592 000 12 100 95404 334 354 730 423 662 439 89 307 709 21 arl 635 111 611 000 24 111 95403 266 246 897 346 641 564 80 394 667 462 606 519 000 534 975 15 975 95405 138 875 404 190 693 094 51 817 690 245 334 520 000 539 975 19 975 95401 486 736 150 269 121 807 82 385 657 30 61 365 538 485 000 485 000 0 95407 450 287 724 266 472 190 116 184 466 43 60 283 493 525 000 527 000 2 000 Summary values are weighte
73. e or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL 4 Click the Add button and repeat Steps 2 and 3 above to create as many separate groups of offices as you like When you have finished building all the desired groups and have added them to the set click the Close button to save the set and exit the wizard There is no limit to the number of competitor sets that can be built Create as many sets as you need to accomplish your market research objectives However each set can contain no more than 20 individual groups e Custom Market Share CMS Setup s Setting Up Comparison Sets To add a new comparison set click on Mew CA comparison set is a group of one or more offices To change the name of a comparison set click Rename To delete a comparison set click on the name of the comparison set and then Delete To add an additional office group to an existing comparison set click on the name of the comparison set and then Add To change the name of an office group click on the office group name and then Rename To add or remove offices from an existing office group click on the office group name and then Edit To delete an office group from an existing comparison set click on the office group name and then Delete Comparison Sets Mew Rename Delete Office Groups Enit Rename Delete Sonoma County BAREIS CB BAREIS BAREIS Brands BAREIS Beverly Sanders BAREIS Additional groups are ad
74. e technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Measure Performance Allows you to evaluate recruits from a performance metric perspective View a recruit s key operating metrics from the past 12 months do they process their book of business efficiently Measure a recruit s past performance relative to your company s goals and objectives do they meet your standards Use the Spinners to determine what the recruit s last 12 months MLS production would have meant to your office o Factor in their true desk cost Le assistants o What commission split are they asking for Now look at the Actual Net column to see what it would have meant to your office Recruiting gin o x Fie Tools Search Preferences Window Help Blalala ai SIS emeent E ennaa y ceros Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Growth Analysis PEZ Agent Hame Jane Agent ABC Realty 123 Main Street Anytown CA95432 Data reflects the last 12 months All MLS Reset Actuals Return On Revenue ROR Avg Marketing Time AMT Desk Cost Coverage DCC Get Actual 17 3 Actual 7 Weeks Actual 263 SR O a O a C 10 SAU Weeks O N QO ke A OG N O Actual Desk County Commission Splits Transactions to List Ratio T L Actual 75 S 75 What i vemti Company Actual 1 38 Recruit B 8 a
75. eb 07 on the Average Marketing Time chart represents the average number of days on market for all properties during the period March 1 2006 through February 28 2007 If the Month To Month radio button is selected the time period represented is February 1 through 28 2007 Page 86 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Exports BrokerMetrics allows you to export data from many places in the program into a file that can be read and manipulated by other programs e g Microsoft Excel Microsoft MapPoint etc These exports allow the user to extend the scope and power of the aggregated information with functionality from other sources A few examples will illustrate how to use the various exports Market Share Totals Market Share Grid Export lt x Market Share AG Tools Search Preferences Window Help a Print Preview SSC B Print L gt Da Sl Mail as PDF rage Save as PDF Export gt Market Share Grid Close Total Volume Units GIS L Chart Controls arketsGhare DOM T Avg Price Commission Producing Agents Total Volume By Office 425 408 The Market Share Grid export transfers the summary grid 391 Mkt 0 09 information the
76. ed from this view so that the focus remains strictly on the underlying market changes that have occurred year over year Current Month Provides information on how the current month has changed from either the year before or the peak month of the entire time period 25 months Key Information 2 Year Triplets 3 February 06 07 08 Current month _ Feb 08 Sold ee 000 a 000 96 ooo 20 00 ee Sold e 00 a el Ber 507 628 OO 576 000 63 372 ee 13 47 een Sold LE 08 596 000 mrz Y m ooo 20 000 3 36 6 Months Weekly I nformation Last 24 Weeks Focuses on the change in various market metrics for the entire 24 week time period PTW Previous Twelve Weeks vs LTW Last Twelve Weeks Compares the averages of what is being measured over the last two 12 week periods PTW represents the average for weeks 13 through 24 and LTW represents the average for weeks 1 through 12 week 1 is the most recent week Current Week Show the averages on how the current week has changed compared to the LTW averages 24 weeks overview i Key Information 24 weeks overview PTW vs LTW comparison ey Al Wa Last 24 Weeks 10 22 07 through 03 31 08 Averages Previous 12 Weeks vs Last 12 Weeks LTW Average vs Current Week 03 31 08 IAH AAA REA AEREA Sold 426 500 116 500 37 58 Sold 346 804 288 145 58 659 16 91 Sold 428 500 138 355 48 02 Page 78 of 90 O Terradatum 2008 All rights reserved Patent Pendi
77. ential MLS Areas Count IZ Residential 60100 Northwest Santa Rosa 6 111 IF Condo CoapjOther 7 B0200 Northeast Santa Rosa 7 230 MLS specific Property Types B0300 Southwest Senta Rosa 3 005 IZ FarmsvRanches 60400 Southeast Santa Rosa 4 064 FF MobileFloating Home T Mobile Horne FT Floating Home MLS specific Areas IT Lots amp Land Residential Commercial T Acreage D Add TRT Remove Save Date Range Last 12 Months sl Price Range O00 to O00 E M006 to 2 28 2007 Minimum 00 Maximu DU Set minimum production criteria for recruits Minimum 4 Maximum Construction Type E All E Hew Construction Resale Page 44 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Office Search This option allows you to focus on specific offices Search Agent Market Shar _Office Search Agent Mame Search E Clear save thls Search EN Search MLS BAREIS D Select My Search SS AAC CM ARAN gt E Agents z Fas SarlaRosa Remove Date Range Last 12 Months Price Range 000 to 000 E 006 to 2 28 2007 Minimum 500 Maxirnurm 00 Minimum Y Maximum Construction Type New Construction Resale Page 45 of 90 Terradatum 2008 All rights reserved Patent Pending Broker
78. ew search Right click on a Tool then click New Search 4 My Searches Z mis BAREIS L BAREIS Recruiting r a Totals Property Types WA Santa Rosa Rez HIT Mobile Floating Home EI Trends T Mobile Home r Market Growth NH Market Dynamics DU Floating Home d Sonoma Land Y Lots amp Land 3 D REINFO Y Residential Recruiting TT Commercial Totals Trends IV Acreage Yai Market Growth IZ Agricultural KN Market Dynamics DI Max ERD K Other O semis T Mutti Unit 2 4 Q METROLIST T Multi Unit 2 4 p rm eo Sonoma Land Area Type JESUS Counties Comt 38 606 Bedrooms Jo CR Full Bathrooms IV All ES a m FT 3 Time Period 2 Years Monthly Price Range 000 to dd Construction Type G All New Construction C Resale LE seve Sear A Save this Search E Reset eem Then click on Save this Search Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications Page 23 of 90 Terradatum 2008 All rights reserved BROKERMETRICS ENTERPRISE USER MANUAL New Search Search Screen After you ve selected the desired criteria Property Types and Areas must be selected click on the Save this Search button at the top of the window Search BARES x Residential Y S
79. ffice Production Perot T aa 17 Mega iras wo go KEE 9 e EL Mame L Iai 2 OA 0055 SET 313 118 Production 2 Li See 1 4680 763 537 508 2 Ten Core 1465 0 763 937 908 1 000 000 000 4 tome Bai 650 0 704 025 479 DC E eg 67U 560 245 950 000 000 a Keen m s 7830 678 58 945 7 dhar irei 5720 600 382 519 900 000 000 DL AAA 4210 20 920 433 MOTA ins 23117 aso 050 000 000 10 wegen n Leg DICH 414 459 126 11 Siete Balam 90 394 576 504 800 030 000 1 veme Ce 5160 343 156 249 PP wegen 750 000 000 14 Mr Be v wa o 209 002 003 D E mnn 16 Wegen Ha 35 208 587 705 17 Cov ees 3270 zo zeng 650 000 000 18 a gt s 1615 194 036 237 l 13 kk 205 101 327 040 600 000 000 20 o ris 725 170 595 873 J Tip 8 m EST 157 053 234 550 000 000 22 S i Pa amp m0 129 997 300 500 000 000 23 em p ima res 106 0 60 053 000 26 ar OT Sex 175 308 900 nmn Median Line for e ison een Office Getail and the undertying records that make up the information can be accessed using GrokerMetrics right mouse citck drildowm protocol E 193933 8 Summary information Offices BUSS 75581 Page 37 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Office An
80. ge group 4 055 000 Page 31 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL To add and edit groups Right click on MLS name and assign a name to add a new group Coverage Groups a L Epa uP Collapse Mew Croup Me ENTer prise ups Region Larry Kapow a MAx EBRD uP hy Enterprise ups Region Bill Facendini a te rw up My Enterprise 0 Region Larry Klapow Right click on group name to delete or rename group Ej Coverage Groups GL BAREIS d My Enterprise up Region Bill Facendini ASEAN G Dan Expand Delete Group HR Region LS MAX EBRD bi My Enterp H Region E a ES rw uP My Enterprise HR Region Larry Kapow Rename Group Help Page 32 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Share Coverage Setup Right click on any item in the left hand pane for a list of available actions To add a new group Right click on an MLS then click New Group 4 Coverage Groups L BARES nA My Enterprise Region Bill Facendini REMAX Groups
81. good 27 9 Closed to List Ratio C L 279 f 27 9 Avg Commission Side i Derived from MLS Data 2 97 Input from company financials j Listed Total COE Listed Sold via Options 265 Sell Side 50 503 sas sof 603 List Side nl 603 Listed 8 0 8 03 ci of about 170 000 and broker keeps abc emm ave commission S6 Y cos asems vess Loft zm ene Padua 6402550 285 tases arar 12an vemo 29397 7 ag ee zem wo em ago asi vi am e eer eee SEE Page 52 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Monitor Performance Looks at the twelve month rolling average of the recruits efficiency metrics to see the consistency of their performance Company goals are displayed using red lines Dotted blue lines are company minimum targets The 12 month moving average is a good indicator of future performance BER File Tools Search Preferences Window Help ajajajaj sao ea A zz y om ee recruit s efficiency metrics 12 month moving average Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Growth Analysis SE their alignment with the company s goals and objectives Each data point represents 12 months All MLS Desk Cost Coverage DCC Page
82. he goals section of BrokerMetrics will then display compliance information and provides measurements vs previous times year quarter and month The default setting for this tab will be filled in You can adjust the targets to see the impact of different goals on your financials Sy Options Select an office from the listto adjust any of the values for that office Enterprise Defaults v button provides additional information Listings 95 0 Closings 105 0 Set your goals for the current calendar year using the following methodology 90 10 decrease 100 the Same 110 10 increase The Goals set reflect a percentage of last year s Listings and Closings production Listings the number of listings taken in the last calendar year whether they sold or not Closings the number of successfully closed list and sell side transactions Page 14 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Enterprise Level BME Goals ES Fe Tod Seach Uis Window Hep ajajaj aif als Status l inventory Enterprise Production Ofice Prodacton Changes tom v day s back New Listings 1 02 970 702 Volume l 6651740 118 772 483 Unas 189 0 L An fung 257 417 socs 252 EE E Yeu Quarter
83. hese views display two bars for each entity Together the bars represent a time period over time period comparison of the status variable selected in the search criteria For example if Q4 2006 vs 2005 is selected in the search criteria the first bar for each entity plotted would include data covering the period from 10 1 07 12 31 06 and the second bar would cover the period 1 1 06 12 31 05 The first ten entities based on volume for the most recent time period are plotted Add or remove entities from the chart by clicking on the corresponding row in the grid Right click functionality provides additional information o Office Detail specific office information o Office Listings audit trail to the records Four views are available o Change in Volume o Change in Percent Market Share Volume o Change in Units o Change in Percent Market Share Units Page 63 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Grids Market Share Fie Tools Search Preferences Window Help B548 A EN FE ll Totals Trends Coverage Views Grid Controls Change in volume Ke 2 Al Rows C7 Selected Rows pez Ld Ge A QTD 2007 QTD 2006 QTD 2007 QTD 2006 DOM A DOM Change om Address Colum
84. hts reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL 5 Click the On the Desktop radio button then click Next I BrokerMetrics Choose Shortcut Folder i i Riet Where would you like to create product icons Choose Install Folder C Ina new Program Group A Choose Shortcut Folder B Pre Installation Summary installing C Inthe Start Menu B install Complete C Inan existing Program Group Acc C Inthe Quick Launch Bar C Other l C Dont create icons Create Icons for All Users InstallAnywhere by Zero G Cancel Previous Next 6 Click on Install o BrokerMetrics Pre Installation Summary Please Review the Following Before Continuing Product Name Choose Install Folder BrokerMetrics Choose Shortcut Folder A Pre Installation Summary B installing ere GER TEE Shortcut Folder Kee e CiDocuments and Settinastirymer HOezkiop Introduction Install Folder C Program FilesiBrokerMetrics Disk Space Information for Installation Target Required 43 848 932 bytes Available 3 846 055 424 bytes InstallAnywhere by Zero G Cancel Previous Page 8 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERME
85. ingle Family T CondoiCoop FP Farms Ranches T MobileFloating Home IT Mobile Home IT Floating Home FP Lots amp Land T Residential T Commercial Acreage y 5 D ag REMOVE Last 12 Moths 2 buzan te 28 2007 f New Construction Enter a name for the search specify a name for this search i Nx Morth Bay Recruiting Click OK when you see this message Success Page 24 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Rename a Saved Search Click on My Searches on the Preferences Menu Right click on the saved search you wish to rename and click on Rename Search Ji My Searches Editor Right click on any tem in the left hand pane for a list of available actions To add a new search Right click on a Tool then click Mewe Search My Searches a BAREIS E N Recruitina uP Morth Bay Recrui E EH Totals uP santa Rosa ez El Ed Trends uP Sonoma Res r Market Growth Enter the new name and click OK Specify a name for this search X e Search name v Bay Area Recruiting cnc Page 25 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENT
86. ining coordinator Have your BrokerMetrics User Name and Password If you have not received either a User Name or a Password or if you have misplaced your User Name or Password check with your Training Coordinator or call the Terradatum Hotline 1 888 212 4793 ext 2 At the BrokerMetrics registration page specifically designed for your firm click on the BrokerMetrics link At the System Requirements page click on Continue to go to the Login page Type in the User Name and Password you received and click on Login d PA ET You will now go to a registration page see example below and be asked to provide some basic information e g challenge question and E mail address Fill in the required fields and click on Submit BrokerMetrics registration Verifv that your computer meets the minimum requirements Login to begin registering Complete the registration form Email verification Activate your account and download the program user Mame HE Password Password Yerification 7 Forgotten Password Question E Forgotten Password Answer Email Address Email Address Verify Do you have a website Required Field 8 The Registration form will cause the BrokerMetrics system to generate an email to you Wrerrapatum BrokerMetrics Email Verification Jerify that your computer meets the minimum requirements Login to begin registering Complete the registration form 20 E e registration fo Email verification
87. ion that es Suggested or Median Price it contains place the mouse pointer over each node to see the figures The blue line represents the number of properties that were 60 listed within each segment during the last 12 months tt is thus a direct indicator of the overall size of any given segment 55 J The green line represents the number of properties that sold within each segment during the last 12 months lt is thus a direct indicator of the sales strength of any given segment 50 y The red line represents the number of properties that are x currently active within each segment lt is thus a direct 465 RT Pricing Window indicator of the competition that will be faced by any new E listing coming into the market within any given segment 40 If no suggested price was chosen the price displayed vertical red line Ge will be the median price The yellow shading represents 5 above and O 35 5 below the median 2 p 5 30 Display Interval Indicators on Chart Decrease Interval to urrent Interval Increase Interval to 25 7 30 000 40 000 50 000 A y Sani Al gt 115 z under to 5 e over suiject price 15 Property Description ha A 3 A A were sold inthe A 000 790 000 price soso aur tower S during the last 12 months 5 v MLS Bay Area Real Estate Information Services K YAN AN Property Type s Residential Single Family E i r i SA ATEO TE A Las IPS E E EES K as S S EA
88. ist side transactions green are visually separated from sell side transactions yellow to clearly indicate the sales distribution and transaction balance Both 12 and 24 month views are available Summary information is provided at the bottom of the table A trend line is available to help visualize the direction of movement There is an overlay that displays the volume of properties that were listed in any given month Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired MN Enterprise l lolx Pie Took Search Le Window Hep Global Production across all offices is displayed on a month by month ISIS Sl El SISI basis Seller Buyer distribution via Volume or Units is displayed Status Inventory Enterprise Production Ofice Production visually green for list side SEN and yellow for sell side Produrt T Desplay Trend Line Display Listed volume i Units TY E Volume DY 12 Menthe T O 600 000 F 250 000 00 ALMA LR TA E 280 000 000 200 000 000 G 150 000 000 100 000 000 BO OGO GOD g 4 z3 E a is ro Ze Seit ei T 2 E E E L Months ld mouse dick on ihe chan bar displaye Office i Breakdown buton click io display each office s LL Liars o Beli tribution to total Manto Limeni Lint
89. l Amen a naro ml Asa os as on al SI 3 19 occisa 2 2800 1 eeng al se mal 123333 25 la 3 ofar JI sl sso o 1203500 s em el aal 234 a a 2 21 Stinson Beach 1 2875000 o a aro osa asro 2s e2 AA 22 Belvedere 2000 o o I 20000 pel 2s0000 2s0 SI 3 as eose 2f 2s of of 281 reo E lees Il nm o al el 2164000 oe EE A E A EE ae Ameren coen s tempo al sm s mW es E 300 Ziel E mei al 1 800 000 27 Bodega JI 1 500 900 25 Covere s nao asooo a ooo oss ee afwon 0 or 3 000 ee ee olvas J 3 mm 2 el Si mem nal sg ar Penngrove IA am 1 mal 2 ml GT sm Totals Averages 400 267 174 716 268 203 168 104 667 475 342 820 wu mum 268 il Top 10 regions are selected bold red text by default for convenience The rows that are selected by default or via mouse click will be charted chart esthetics will help you determine the appropriate limit Use the Grid Controls to show or conceal highlighted rows Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable as a csv file for use in any database program e g Excel if desired Page 68 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Growth Allows you t
90. le by right clicking on a bar or data point on the chart e Click on Listings to view and or export all listings for the month or week depending on search criteria There are separate tabs for each status based on the statuses selected in the chart control panel above the graph e Click on Office Breakdown for a list of the offices that are involved in the data calculations for that specific month or week Right click on a row in the Office Breakdown for Office Detail or Listing Detail o Office Detail provides addresses and contact information for the office o Office Listings displays the listings for that office There are separate tabs for each status based on the statuses selected in the chart control panel above the graph Right click on a row in Listing Detail for the specifics of that listing Page 77 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Key Information The area below the charts is divided into three sections for both 2 Year Monthly and 6 Months Weekly time periods 2 Year Monthly Information 2 Year Focuses on the change in various market metrics over the entire 25 month time period Triplets Monitors the changes between the same calendar month over the last three years e g Mar 05 Mar 06 Mar 07 Seasonal variation is thus isolat
91. lected Agent s Overview Grid Office Information Personal Contact Information Right click on an agent s name to view and then export Contact information Agent Contact Information Listings Search Results Last 12 Mos All MLS k o For the time period specified in the search criteria o For the previous 12 months Page 55 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Market Share Searches Provides production measurements for all offices brokerages Custom Market Share CMS or Market Share Coverage sets e g companies amp brands within the MLS using any criteria the user desires Three different market share functions Totals Trends Coverage will be accessed via individual tabs You can toggle back and forth to all three report views by navigating between tabs My Office Ma Search Preferences Win fo Bu Office b Ny Agent Analysis Recruiting i Market Share les Mv F Jor Market Growth z elit Market Dynamics N Acti E ES Pricing Analysis Acc i ch Performance Management Market Share Totals Market Share Fie Tools Search Preferences Window Help alae Traditional market share measurements by Volume or Units Search Screen Property and Area Ty
92. mics Allows you to better understand the movement of various market variables over time from both a macro and micro perspective For instance you can view the median price trending for SFD homes over the whole MLS or for a very specific type e g 4 BD homes in Plano Search Screen Property types and area types mirror your MLS system Bedroom and bathroom criteria are available Any price range can be used Time period can cover either 2 Years Monthly or 6 Months Weekly Search Market Dynamics statistics are based on closed MLS transactions Each closing generates one transaction side only MLS BAREIS w Select My Search Property Types Area Type Select an Area Type v linn C Description 1 Can Residential _ Condo Coop Other C Farms Ranches C MobileFloating Home C Mobile Home Floating Home C Lots amp Land C Residential C Commercial O Acreage E 304 T Remove S Bedrooms All Full Bathrooms el AN SE jo DA 02 Cla DA a RE Time Period 2 Years Monthly Price Range 2 Years Monthiy LE Sr E Construction Type Search Results This tool measures changes to market conditions over 2 Years Monthly and 6 Months Weekly Market Dynamics File to Search Preferences Window Help Each view consists of a chart page and a corresponding B3843 N Mo ap grid Toggle between them using the chart and grid buttons The views are pre
93. mn are indicative of new office formation for any given group brand or company Summary totals growth for entire market as defined by the search criteria Individual rows growth for that company office or custom group Right mouse click drill down functionality is available here o Office Detail specific office information o Office Listings audit trail to the records The All Other group contains every office in the MLS that is not included in one of the named custom groups Page 62 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Comparison Period Views Charts Market Share aielo Fie Toda Ser Profetas Wikre Hele BAJG A ae D a A freie Trends Coverage Views X Chango Change in VOR eE Ki 2 8 ader O pe 9 Volume Office Sold Total List Sell OTD 2007 v OTO 2006 150 50 17 14d SCH D 27 108 65 59 oo f 66 d Ss i y a 459 01 in Millions E 255 5h Century 21 Frank Howard Prudential Creative Colcha APO Alen Santa California Realty Property Banker Deanza Rosa Sserdcas 5403 81 74 61 04 Colchrell Colcha REMIAXZ Napa Sothehys Banker B of vw Banker Santa TA International Hapa Rosa Realty M STD 2007 List OTD 2007 Sell BM OTD 2006 List OTD 2006 Sell T
94. nce Monitor Performance Growth Analysis ZTS Agent wame Active and Under Contract listings Al MLS ef da e a d e cC p SS 0 180 180 o em D a de Inventory Aging 5 000 000 4 000 000 3 000 000 o 2 000 000 o 1 000 000 B EN a a m A Se 8 8 DIO EA BEE ER D AO E A cl 9 E 60 70 80 90 100 110 120 130 140 150 160 170 180 Days Open symbol Listing has experienced no price reductions Solid symbol Listing has experienced at least one price reduction Active a Contingent e Pending Median nse stews RR RE Ke Lem 9 CTESEZ Joy Woods oS po mew mew TA EE BEE a Es 17181 Greemridge J o zem Rn o a es 16474 Conestoga of T soo soo o D eee O 414 4 ACRG 7022 Saint Helena 4 500 000 4 500 000 A COND 712 Adobe 424 900 424 900 SS aa E A RESI 4802 Tuolumne emm em oe 21059 Powderhorn 550 000 550 000 em sel oy GK a a a a HCH _Active 1 Actives Accepted gt Aug DOM Aug DUC Jr RS 35699 as o Ready Summary Information 3 Page 49 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Production Provides a visual display of the recruit s production through the MLS The last 12 or 24 month views are available using eithe
95. ng BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Grid Page The grid page displays the data by month or week The grid columns are color coded to the statuses plotted on the corresponding chart Office and listing information is available by right clicking on a row on the grid Click on Office Breakdown for a list of the offices that are involved in the data calculations for that specific month or week Right click on a row in the Office Breakdown for Office Detail or Listing Detail Click on Listings to view the listings that were calculated for that specifice month or week Office Detail provides addresses and contact information for the office Office Listings displays the listings for that office There are separate tabs for each status available for plotting on the corresponding chart Right click on a row in Listing Detail for the specifics of that listing Tabs Price This tab displays information depicting the movement of average and median prices based on the time period selected in the search criteria Supply amp Demand This tab portrays the relationships between the numbers of listings in each status category based on the time period selected in the search criteria Sales Rate This tab illustrates the sales activity pace over the 25 months or 24 weeks Two methods of calculating MSI Months Supply of Inventory are
96. ns Select Address Columns to view address fields Coldwell Banker B of V Napa 60 37 89 615 950 53 832 050 148 447 000 55 36 31 Coldwell Banker Sarma Ross 1 D 87836624 83 200 973 14 047 597 ws O O Oo o REMAX Napa Valey O 1 en 39100 T 017 500 HAAR BB Sothebys International Bea JI ase O 050 650 ena D nml m Al Creative Property Services 1 81 9957 040 36 696 260 106 653 300 esoo RI Century 21 Aliance 1 29ml 2930 Sang 90 936 805 L l El Frank Howard Alien Sarma Been 1 sa O o emma 39 693 525 93 726 023 038 3l Prudential California Beat JI 281 38 42 836 Augen pm 28 DI Non member Office 1 29201 AAR Taa Z nn nea o soo o Creative Property Services emn 254 499 25 565 150 RRR Bel DI Coldwell Banker Deanza 1 al 976 442 T 25 285 600 66 262 042 2 27 ml Pacific Union GMAC Real Estate A BOTA B 226200 MNase REMAX Central Santa Rosa BR 85025 BOO soez BO Harry amp Sheree Fogel Fine Prop A BBD 1 ABS OO 880000 T pl PI Frank Howard Allen Sonoma PB OZ Mamm HARA G DI 20 Pacific Union Coralee Barkela A RABO BOO aaas an Di o Windermere Wine Country Prop S oa MITE saa mm Sei Pacific Union GMAC Real Estate BA 0999850 mm OB Morgan Lane a ARA oeo seara BA Century 21 Wine Country AB 22 BO osos OST swoj O mi Coldwell Banker Sebastopal BB 292 GAO 2092 A Morgen Lane Ine
97. o determine the rate of market growth in various geographical areas counties cities and ZIP codes You can then compare your office s performance against these general market conditions In addition you can export the underlying data for use with off the shelf GIS mapping software such as Microsoft s MapPoint to create maps that visually identify areas of opportunity in your market Market Growth Search Screen Click on the property type s desired Select from the picklist the geographical grouping you would like for aggregation and mapping purposes Select the appropriate timeframe Select additional criteria if desired x B Clear d i Search The growth statistics are based on closed MLS transactions Each closing generates one transaction side only MLS BAREIS Select My Search Y Property Types Residential T Single Family Area Type J Select an Area Type e Description Count T Condo Coop T Farms Ranches T MobileFloating Home T Mobile Home T Floating Home Lots amp Land T Residential T Commercial IT Acreage x Bedrooms IV All Full Bathrooms IV All ecc DP en Or Ip CR RW i i Da Ps RW A 3 Time Period Price Range BOO to 000 LTM vs PTM Di LTM vs PTM 04 YTD 2007 vs 2006 Determine market growth over the time QTD 2007 vs 2006 period that best fits your planning needs Q4 2006 vs 2005
98. od List i Sella Sent Total 9 Total Mech Price Mar g 1 456 760 330 476 415 03 617 570 400 3550 407 O73 Tar OTF 165 460 Apr Q 1 5901 99d 262 592 304 13323105 KA 113 1090 730 1 158 206 071 043 177 330 May 04 1 409 343 022 017 TaT 181 023 021 B94 164 163 837 1421 325 186 958 173 920 Jun 04 1 445 344 730 485 DO 191 978 419 CEN 195 902 584 1 678 388 881 003 185 950 Judd 1 404 354 097 858 BS EICH aar i91 73758 1 643 aoe Far re 178 060 Auge Oe 1 373 790 881 903 BIG ACC Taa 151 384 643 1 561 ME ARO AA 17T 20 Sep 04 1 130 269 464 790 bos 175 446 447 Ba 131 661 30 1 205 257 008 048 CECEN EENT 55 336 630 371 63 134 731 497 Ba 14 050 880 1 368 176 372417 177 540 Now ht aia 195 40 514 SCH 110 814 664 BT 177 53675 1 045 er 307 330 141 760 Decii baa 146 395 740 627 141 155 346 B 143 450 407 1 398 784 653 663 161 470 J r Op 1 4151 FLEA AR EH 141 LETE E eat EI Ga 858 043 IK 105 F34 574 tir 20 Feb U5 Eat 498 391 dod Sus 115 544 413 446 102475 240 LEA 10 010 661 170970 S February EE Ni ea Expert Information is exportable e g to Excel Right mouse click on a ola er letales ly Rd CA row to access individual ME a i E 7 BEI CE5 35 11 3 tsp 750 19 5 031 550 Ze DEET ETH office information He Kar e ap 14 340600 11 a 102 540 18 SEO 37 139 504 350 274 000 r D 9 55 768 465 55 7am 200 ap 5760170 wm 113030
99. osoft Excel Market Share Grid example csv Bl ple Edit View Insert Format Tools Data Window Help Adobe PDF DBE BEG RISB Aan 7 AMEs Arial rio sl BZ US SS gt d 593 SE SE S snagit EI window M Open the csv file with Excel Perform any formatting that is necessary nes Then use Excel s charting function to chart the desired data D1 f List D Sell Group List Sell Total Total Agent Agent Mkt 1 All Other 3315 758 690 401 3214 724 036 160 6529 1 482 726 561 1 5 336907 36 82 2 RE MAX 1404 343 445 409 1454 357 102 391 2858 700 547 800 19 467655 17 4 3 Windermere 809 213 863 759 792 215 644 751 1601 429 508 510 1 6 417810 10 67 4 John L Scott 822 191 010 515 779 188 519 043 1601 379 529 558 1 8 424530 9 42 5 Coldwell Banker 573 148 862 918 594 154 974 213 1167 303 837 131 1 6 410037 T59 6 Prudential 667 Weste 675 149 510 929 1342 301 783 036 13 294998 7 49 7 Hasson 274 91 025 889 287 99 583 745 561 190 609 634 19 655016 4 73 8 Century 21 447 84 482 954 538 105 712 436 985 190 195 390 12 239541 4 72 9 Kw 93 24 077 655 92 24 163 057 185 48 240 712 12 315299 12 Then use Excel s charting function to create the presentation you desire the chart below was M created with Excel s Chart Wizard List Market Share YTD 800 000 000 700 000 000 600 000 000 500 000 000 400 000 000 300 000 000 200 000 000
100. pe D T Single Family IT Condo Coop IT Farms Ranchez T Mobile Floating Horne Mobile Horne Floating Home Lots Land Residential T Commercial PS IT Acreage TRT Remove Bedrooms To Ei Page 80 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Results Analyzing the results of a Pricing Analysis search is a two step process Step 1 Price Distribution The Price Distribution chart displays the last 12 months price distributions overlaid with current inventory The suggested price of the subject property is indicated on the vertical red line which shows how the property fits within the distribution curve If a suggested price was not entered the vertical red line will indicate the median price of all properties that meet the search criteria Pricing Analysis 8 5 x File Tools Search Preferences Window Help aislsl s sis fase PI Step 1 Pricing Distribution provides a visual representation of Price Distribution where the subject property s price point lies within the fair market range of properties that have the same basic features i e property type area 70 7 bedrooms and bathrooms Look at the chart from a vertical perspective blue node to green node to red node to understand the informat
101. pes mirror your MLS Date Range 24 months of data Is available Search Types Office Broker or Custom Market Share groups e g Major Brands Status area shows the progress of your search Stop the search at any time by clicking the Cancel button to go back and change the criteria Page 56 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Search Custom TES E seinen Office D a BAREIS Prudential Property Types BARES REMAX Residential z Residential Market Share is available by BESA Office Broker or custom CondolCoopiOther groups allowing you to integrate your personal E A knowledge of the market into the functionality of the tool Farms Ranches mobilesFloating Home Mobile Home Floating Home Lots amp Land Residential Commercial Acreage mal Me Remove Bedrooms Al Full Bathrooms All GER restful goer Jo 4 WS d DE Cli l2 DE Date Range Last 12 Months E Price Range SE 000 to 1141 2006 1057 24007 Construction Type New Construction Page 57 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL
102. r Volume or Unit measurements List side transactions green are visually separated from sell side transactions yellow to indicate distribution and overall transaction balance Summary information is provided at the bottom of the table Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired Recruiting 8 al O X Fie Tools Search Preferences Window Help ajajaja 8 lal Cc SE Ton ces y oer eses Overview Inventory Production Transaction Dese Measure saltan ls Monitor es Growth Analysis Last 24 months Sold Production All MLS JV Trend IV Mo Avg 2 560 691 C Units Volume C 12Mos e 24 Mos 5 500 000 5 000 000 4 500 000 4 000 000 3 500 000 3 000 000 12 brrr as e L S i en mri ER E 8 2 500 000 14 l ab 1 Go 15 e 2 000 000 16 Tm ae 17 WM FJ bapa qa TRP 1 000 000 i 1 Unit and dollar 2 volume changes for a 2 the subject agent on 0 K BER e De e rs F a 5 10 Volume 2 a PTM vs LTM basis Jul 06 Sep 06 Nov 06 Jan 07 Mar 07 CED 07 Jul 07 Sep 07 Nov 07 Jan 08 Mar 08 Re May 08 E List E List Sell Total Trend Sell Total Trend 32 588 900 28 867 690 3 721 210 i Totals 30 1 254 580 50 3442190 a EE 00 0 30 3 005 000 10 449 000 30
103. r of properties that were available for sale is compared with the number that sold and the number that are currently available Managers will use this tool to double check agents pricing skills agents will use it as an aid to pricing listings correctly The information being relayed within any given price segment Is this The number of properties that were listed Listed is a pure measure of the market size The number of properties that actually sold Sold 4 compared with the number that were listed is a measure of market strength i e as the percentage of sold to listed gets higher the market gets stronger The amount of current inventory supply indicates the market sales potential i e whether the market has reasonable size and strength A small inventory supply indicates that a well priced property would sell quickly a large supply indicates a longer sales cycle Pricing Analysis Search Screen Property types and area types mirror your MLS system Bedroom and bathroom criteria are available Any price range can be used Suggested Price Enter the suggested price in the text box provided This input is not required however entering a suggested price will help you focus the search results more precisely If a Suggested Price is not entered the Median Price of all properties meeting the search criteria will be used Li Clear EA Search MLS BAREIS 7 Property Types Area Type Select an Area Ty
104. rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Custom Market Share CMS Setup This utility allows you to set up and customize comparison sets of competitors to use in the Market Share tool for market analysis purposes Comparison sets are groups of competitors Competitors are groups of one or more offices For example you might wish to compare the offices of XYZ agency in Napa with the offices of ABC agency and DEF agency in Napa You would first create a Competitor Set Called Napa and then set up three competitor groups called ABC DEF and XYZ Step 1 Click the New tab and type in an easy to remember name for the group you are defining Then click the OK button to create the set H Custom Market Share CMS Setup l g xj Setting Up Comparison Sets To add a new comparison set click on Newe LA comparison set is a group of one or more offices To change the name of a comparison set click Rename To delete a comparison set click on the name of the comparison set and then Delete To add an additional office group to an existing comparison set click on the name of the comparison set and then Add To change the name of an office group click on the office group name and then Rename To add or remove offices from an existing office group click on the office group name and then Edit To
105. rms of contact information are available depending on the data supplied by the MLS Contact information is exportable to Excel for further use e g mail outs Use the checkboxes on any tab to select and view only those agents on whom you wish to focus GER Fie Toots Search Preferences Vindow Help ajajajaj ai ajo CORRE r RTE Recruiting Current Search Results 312008 274 7807 Lest 12 Mos LTM AN MLS BR Taid aini TT mta o ne fo lnt o oaar l at A A A os E 1 Exe aps 17 512 000 10 512 000 E 2 E E ech M e T 17 270 000 To 9 710 000 esl 5300 53 EN am GE 64016432 8 1 Iren Geen rung JE 17 301 500 50 6 000 000 VER BRN 500 A8 na o S942440 4 we harda hos 190 13 978 450 120 7 750 450 ap 21 728 500 D 96 45 370 M 855 E50 D 5 par ATEN 160 15 408 250 70 6 265 250 230 21 574 500 GR 98 20 EZE 22 226 500 r 6 aan omg A renr 0 12 995 000 0 6 025 000 140 13 020 000 139 06 34 150 19 740 000 G UE rama r 10 UE 10 1 302 700 120 17 345 400 ER om 120 17 345 400 P 7 137 000 85 108 mn 750 69 596 350 r 7 059 000 60 87 9571 60 16 313 000 L 2 d 75 SEH Da 20 65 96 92 120 14 039 500 ei H O 100 7 732445 100 7 792 445 IR 14 454 830 ne 100 14 200 14 454 590 G 14 Kg Deon bref 60 8 365 000 30 5 390 000 90 13 755 000 sh 98 47 90 13 755 000 r Overview Provides a list of all agents who meet the search criteria ranked by Total Volume Current Search Results Data based on the search criteria
106. rs mi B A E 151 Pebble Lane 63 ae zs 418 Snowdon Place Cosme 21 Calle Del Casarillo 1 795 000 a Aiye Actwe Accepted Accepted Avg DOM Aug DUC base E E AL magas S Matar k LH k Y emr E seng TES am E a La L TF PUE 1 Aires P warm din Summary Information Page 40 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Production Provides the same view of Production that the office manager of the highlighted row sees using their office version of BrokerMetrics The last 12 or 24 month views are available using either Volume or Units measurements List side transactions green are visually separated from sell side transactions yellow to indicate overall distribution and transaction balance Summary information is provided at the bottom of the table Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired Office Analysis p al O x Fie Tools Search Preferences Window Help ajeja s alo Overview Inventory Production Measure Performance Monitor Performance _ Manager 123 Main Street Any town ipea brar 1
107. s International Realty 25 East al St Sonoma CA 95476 Sonoma 24 41 200 430 22 28 479 715 TTS Lincoln ass Mapa CA 94558 Mapa al anml a 23 092 300 Marin 16 34 287 500 E 24 556 000 640 Broadway Sonoma CA 95476 Sonoma 23 30 900 000 E 26 956 000 5 APURBO4 Pacific Union GMAC Real Estate 37 Milor Ave Mill Valley CA 94941 Marin 36 432 666 20 637 650 A7 AALLNI7 Frank Howard Ale Serta Rosa _ T em Sonona 44 2esoss St zem AMELISS1 Bradiey Real Estate 851 Irwin St San Rafael CA 94901 Marin 25 24 890 006 23 400 See EREMXNV Napa CA 94558 Napa 31 21 267 500 34 26 973 940 2 AMORLN Morgan Lane Marin 129 Ross CA 94957 Marin 10 28 207 500 4 18 675 000 gt BKWSR Keller Wiliams Realty 120 Stony Point Rd Ste 140 Santa Rosa CA 95401 16 008 000 23 ACLBA17 Coldwell Banker Petaluma ema Petaluma MEE BCc2124 Century 21 Alliance ies College Ave Santa Rosa CA 95404 Sonoma 42 24 920 380 45 19 130 399 25 AMELISS3 Bradley Real Estate Novato CA 94947 Marin 26 19 625 750 35 24 418 500 500 Sir Francis Drake Blvd Greenbrae CA 94904 Marin 18 22 667 000 16 17 837 800 7 AALLN20 Frank Howard Allen Mill Valley 1204 Strawberry Village Mill Valley CA 94941 11 512 500 28 146 000 28 AALLN12 Frank Howard Allen Novato 915 Diablo Avenue Novato CA 94947 Marin 24 647 580 13 270 000 47 Tamal Vista Blvd Ste E Corte Madera CA 1 TK 22 440 000 30 BCREO7 Creative Property Services 3209 Cleveland Ave Santa Rosa CA 95 38 17 663 000 18 750 795 A A AA A
108. s available when any number of data sets are plotted one line will be displayed for each data set Trends Polynomial Linear Page 76 of 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Chart s Market Dynamics EI File Tools Search Preferences Window Help Ba o A ae ag Sa Price Supply amp Demand Sales Paie _ hy Views WR 0 Trends Median Price v For Sale 7 Under Contract Sold 7 New C Units 7 Avg DOM 7 Begin Current TT Peak Current TT Polynomial 7 Linear Median Price Sold 2 Years Monthly 02 01 06 02 29 08 Right click on any bar to listings or office breakdown Listings Office Breakdown Gd a E gt Key Information y EE e 2 Year February 06 07 Feb 08 Sold 480 000 576 EE 96 000 e 20 00 Sold 0 000 ET 507 628 wg 27 628 em 5 76 mr 507 628 ECETIA 68 372 emm mm 13 47 Sold E 08 596 000 em 576 000 METI 20 000 3 36 sl A Each chart is designed to convey certain specific information You may customize the primary views by utilizing the chart controls described above The Key Information grids below the charts described below help you interpret the data and provide important related information Office and listing information is availab
109. s displayed xi hy 1 The area group North Bay has been updated Modify Saved Areas Search Screen After a saved area has been selected on a search screen changing any of the selected 7 areas will activate the Save button Click on the Save button to display this window Specify a name for this area x ch Area name ti E J You may either click OK to save the revised areas under the same name or enter a different name to save the revised areas as a new group the old group will remain intact with the original set of areas Page 20 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Delete a Saved Area Click on My Areas on the Preferences Menu Right click on the saved area you wish to delete and click on Delete Area Rename rea Help Confirm the deletion by clicking on Yes re yousurer x A Are you sure you want to delete Santa Rosa Zip Codes Click OK when you see this message x LA The area group Santa Rosa Zip Codes has been deleted 5 My Areas Editor l x Right click on any tem in the left hand pane for a list of available actions To add a new search Right click on a Area Type e g City Zip then click Hew Area My A ZE ee Area Type Morth Bay Counties sl E y Counties
110. s on all search screens This feature lessens the need to hunt and peck through the long lists of areas that are contained in most large regional MLS systems Click on My Areas on the Preferences menu to display this window e My Areas Editor X Right click on any iter in the left hand pane for a list of available actions To add a new search Right click on a Area Type e g City Zipi then click Mew Area gt Bay Area Real Estate Information Services RE InfoLink E Max amp EBRD MLS Combined Data E San Francisco Multiple Listing Service E MetroList Sacramento E 4 Counties o Sonoma E y Cities o Town of Sonoma E H MLS Areas GS SR Main 9 ZIP code E E RENFO 4 Counties d Cities TY MLS Areas d ZIP code E L MAx EBRD Y Counties y Cities A KAL C7 Dees P Close The left side will list Each MLS you are authorized to access within each MLS will be a folder for Area Types available for each MLS under each Area Type will be the Saved Areas if any you have created for each Area Type All folders and lists will be expanded when the window is opened Click on the minus sign next to a folder to collapse it hide its contents click on the plus sign to display the contents e My Areas Editor Right click on any tem in the left hand pane for To add a new search Right click on a Area Tyt Ea MLS Areas GS SR Main EY ZIP code O REINEO CH max EBRD O rus
111. select Export Choose Total Volume Units GIS This creates a CSV file that you will be able to save to your computer Using this CSV file you can chart just the Listing Side of the market share data if that is what s desired This export also creates a CSV file but this time it has GIS handles e g zip codes into the underlying data records As a result GIS mapping software e g MapPoint ArcView can read and display the file information on a map ra Total export example csv The example pictured above is a named CSV file exported from BrokerMetrics E K GIS software like Microsoft s MapPoint td can read the CSV file format To access the data open the application e g MapPoint and on the File menu select Open Browse on your computer to find the CSV file you created click Open Once you have opened the file you may need to format the data to create the chart and or data table you desire The example below uses Microsoft s MapPoint Si to present the information in the following manner Page 89 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL North America United States Oregon Cities 3 d T 4 BRe Max Volume YTD S 20 000 001 to 30 000 000 E 10 000 001 to 20 000 000 E 5 000 0
112. sented on 3 tabs Price Supply Demand and Sales Rate Each chart page is comprised of 3 general areas Chart Controls Chart and Key Information Page 75 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Chart Page Chart Controls Depending on the information displayed and time period selected in the search some or all of the following features are available on each view UR Additional Data EI For Sale A Under Contract Sold D Hem Each chart has a default view which plots the primary data set Certain charts allow you to add supplementary data sets by selecting the Wi checkboxes For Sale v Under Contract v Sold New Information Overlays Display certain values over the chart bars The feature is available when one data set is plotted it 41 234 is inactive when supplementary data sets are added to the charts E Unas Demarcation Lines These lines are placed across the width of the chart to depict monthly averages and or the values for the beginning and ending months The feature is available when one data set is plotted itis prwinw 24wk T Begin Curent Peak Current inactive when supplementary data sets are added to the charts E Trend Lines Straight or polynomial curved trend lines are available for all views The feature i
113. that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Office Growth Compares the sales volume number of units sold and dollar volume for the offices in the selected areas over two time periods and then calculates the growth or decline between those periods The underlying information has been formatted for GIS export i e listings with invalid zip codes or cities due to misspellings non standard abbreviations etc will not be included in the data set or calculations Information displayed is list side only because it is growth not market share that is being measured Commission information is based on the percentage that is offered to the cooperating broker sell side by the listing agent office Horizontal scrollbar at the bottom of the screen allows you to view hidden columns Market Growth File Tools Search Preferences Window Help al E la al amp G R D e Al Office Group CPS CPS K View Percent Growth Volume v View all of the offices that contributed to Market Growth Office Growth the growth Or use the Market Growth 10 x Commission figures displayed reflect the percentages offere on the sell side Useful market information can often be infer Office Location Setup on the Preferences
114. the grid and to display key information on the property Property Type Address Price and DOM Hollow symbols on the graph represent properties that have experienced no price reductions solid symbols represent properties that have had at least one price reduction Fine tuning Display Active Ratified Pending and Contingent and or Sold properties using the checkboxes above the grid The chart initially displays only Sold properties Page 82 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Display properties sold within the last 12 6 default or 3 months or within the previous one month by clicking the radio buttons above the grid The Sales Rate and MSI will recalculate accordingly Hide properties that have had one or more price reduction s by clicking the checkbox at the right above the grid Use the red slider bar to tighten up the pricing window place the mouse pointer on one end of the slider click hold and move the slider Page 83 of 90 OTerradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Performance Management The Performance Management tool consists of two tabbed sections Me
115. wth Analysis evy Century 21 Alliance 1057 College Ave Santa Rosa CA 95404 707 577 7777 Transaction Geographies All MLS Cer 1 2 Cities E Sold Active V Percentages Units Volume EI 3 EI 4 F 5 Ce C 6 hern Tere ei remm 19 8 Eel FRA r 9 rap a e 65 10 Poeren age 6 11 Eh et E 55 Il 12 haria gegen 50 m S Z Cl 14 ste S ge O 15 Be De Sn C 16 uremtee gei 25 O 17 A A 20 8 81 O ds ae 5 70 4 80 TT 19 ora Lesen G EN E ES Ee a 1 95 1 60 1 42 1 37 Cl 20 com tr l La Im _ T 1 21 Bep Pain Santa Rosa windsor Healdsburg Petaluma Sebastopol Cloverdale Callstoga Cotati Rohnert Hidden Park valley Lake 22 Aum Lux Chas ae naa l 24 Leger a 4 O LJ testo Js sent Get El 26 pezcke Ad 1 Santa Rosa 82 449 863 280 13 559 800 166 5 96 009 663 54 06 a aba Ze kees 200 amea eo aeara 250 16432582 90 2 Eine rosa 00 osoro 20 isso T goes R a0 D RS Tee 100 mag 40 em un 1000 455 576 a zitt wa eu 20 eem ou agem oa AO ARENA 6 coverde 1 zo pes 10o em ai eem 260 282 oe on mem aal em a sreo00 ai e m Cotati 2972000 00 a so em e 1 50 O ema a re GE a O i bea lell 251 5 153 313 773 56 5 29 729 205 308 0 183 042 978 100 00 100 00 Ready Page 51 of 90 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products includ
116. y Of Inventory NNN 82 PRECIO Ts e EE 82 EITS HIE E ns 82 Performance Mande discal aaa 84 Measures o lO 84 MONItOr Pel Ona Curr rn ri NARA 86 4 aa e 87 lil Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS ENTERPRISE USER MANUAL Access Customization Features Minimum System Requirements Before installing the BrokerMetrics software or getting set up it is important to ensure that your system meets the minimum requirements to operate the program and that your PC is configured correctly 1 Check with your system s administrator to confirm that your PC has the following a b C d e Pentium III processor or more recent Windows XP or Windows VISTA as its operating system At least 60Mb of available RAM At least 65Mb of Hard Disk Storage Internet Explorer 4 0 or more recent as its Browser 2 Confirm the appropriate screen resolution f 0 h The BrokerMetrics program is best viewed with the screen resolution set at 1024 x 768 To confirm that your PC Is set appropriately Close or minimize all of your open programs and documents so that your desktop is in view Right mouse click on any open space on the desktop to display a menu and then click on the Properties option On the dialog box titled Display Properties click on the Settings tab at the top In

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