- El Dorado Hills -
Jillian Anderson
CALDRE #01395216
Operating Partner | Designated Broker
Executive Business Coach
(916) 708-0301
operatingpartner@heirloomventures.com
-
Broker Issues / Questions
-
Business Development
-
Coaching / Consulting Agents
-
Contract / Transaction Questions
-
Team Building
-
Expansion
-
Agent Training
-
Relocation Questions / Referrals
-
Legal Dispute Resolution
Rick Cogil
CALDRE #02109423
EL Dorado Hills Team Leader
(530-903-1582
-
Recruiting
-
Retention
-
Agent Training
-
Business Development
Brian Anderson
Controller
(916) 404-2940
-
General Agent Questions
-
Human Resource and Office Procedures / Policies
-
1099’s Processing and Questions
-
Agent Billing / Collection
-
Credit Card Payment Authorization Forms
-
Reports and Year-to-Date Production
-
Company Dollar Reports
-
Financial Coaching
Director of Agent Services
-
Transition of New Agents to Keller Williams
-
Agent Leadership Council (“ALC”) Minutes
-
CRM Management
-
Office Space Availability
-
New Agent Procedures
-
New Agent Orientation
-
Handling Team Leader Calendar & Appointments
-
Joining the Local Realtor® Associations
Mena Poss
Director of First Impressions
Assistant MCA
(916) 235-2700
edhfrontdesk@heirloomventures.com
-
Greeting Clients & Agents
-
Incoming Calls
-
Update Phone Roster/Email Changes
-
Distribute Incoming Faxes, & Mail
-
Instructions/Maintenance on Office Equipment
-
Printer & Copy Problems
-
Telephone/Voicemail Issues
-
Office Supplies
-
Handling Team Leader Calendar & Appointments
-
Team Leader/Broker Schedule Board
-
Team Meeting Agenda/Presentation
.jpg)
Brandi Underwood
CALDRE #01946706
Director of Productivity
(916) 792-2635
-
Coaching
-
Agent Training
Tech Trainer
-
Technology Training
-
Leveraging Keller Williams Resources
-
Keller Williams Mobile App
John Ojo
CALDRE #01993546
Producitivity Coach
(415) 798-1741
-
Coaching
-
Agent Training
Parker McKee
CALDRE #02076677
Lead Launch Coach
(530) 355-3355
EDHLaunch@heirloomventures.com
-
Coaching
-
Agent Training
- Schedule Time with Leadership -
Jillian Anderson
CALDRE #01395216
Operating Partner | Designated Broker
Rick Cogil
CALDRE #02109423
EL Dorado Hills Team Leader
- In-House Transaction Coordinators -
- Lenders -
Keller Mortgage is a Nationwide Lender offering a Zero Plus Loan Program exclusively to our clients. Zero Plus means that they don't charge the traditional lender fees, like an Origination Fee, Processing Fee, Underwriting Fee, etc.
- Scott Leroy Marketing -
Tech support for al of your Keller Williams tech questions! Password is: 1029
- Home Warranty -
- Title Companies -
- License Renewal -
C.A.R. Members: FREE 45-Hour Package!
KSCORE: Continuing Education
- NRDS ID -
Find your NRDS ID
Keller Williams El Dorado Hills
3907 Park Dr #220
El Dorado Hills, CA 95762
Hours
Monday to Thursday—8:30am to 5:00pm
Friday—8:30am to 12:00pm
Phone
916.235.2700
General eMail Address:
edhfrontdesk@heirloomventures.com
Office Wireless Internet:
Username KWGuest
Password KWedh3907!
Office DRE License Number:
02051181
Office Tax ID Number:
81-3955924
MLS ID:
01KWRD03
NAIDS#:
BMPRLT0823 (HUD)
HUD Support:
1.866.777.2034
NRDS#:
183000168
-
ALC (Associate Leadership Council) meetings are held once a month. Please refer to the event schedule.
-
Mailboxes: Please check your office mailbox on a regular basis and remove the contents.
-
Access
-
With your Key Fob you have access to the market center 24 hours a day, 7 days a week. Staff is available Monday-Thursday from 8:30am-5:00pm and on Friday's from 8:30 am-12:00pm.
-
-
Payment for monthly bills is due on the 15th of each month. Please drop off checks to Brian Anderson, the MCA. Credit card payments will be processed on the 15th of each month.
-
Closings are processed in the order in which they are received and will be turned around within 24 hours of receiving them. Missing paperwork and/or incomplete documents will delay the processing of your closing.
-
Your commission checks will be placed in your office mailbox in an envelope.