Berkshire Hathaway Lead Routing Process

Patent Pending

April 16, 2014

Lead Process

Lead Management Overview

Locate Real Estate and Berkshire Hathaway Home Services will work together in ensuring leads are transferred and updated.

Locate Real Estate (LRE) will qualify leads to the best extent possible through its Concierge service prior to distribution to Berkshire Hathaway Home Services (BH)
LRE will send leads as formatted emails to BH The BH client services team will accept the warm lead as another lead source in their existing process BH will assign the lead to an agent and inform LRE of the assignment BH will update LRE if the lead moves forward in the search process, establishing an open line of communication between the sales agent and the Locate Concierge

3
Company Confidential

Lead Management Process

Inbound Contact Channel Lead Transition Process via email
Locate Real Estate 1
Process Customer initiated contact through email, chat or call

Berkshire Hathaway Client Services 4 Lead Receipt 1 FTE

Process BH Sales Agent works with customer Locate Concierge oversight as needed

Locate Lead Qualification

Locate Lead Distribution

Email #1 Lead Transfer

5 Lead Receipt 1 FTE BH Lead Assign Lead

6 BH Lead Status Update

Process Concierge qualifies lead and collects data

Process Send lead through formatted email

Email Construct Name, Phone, email, Comments, Home , Rental,

Lead Receipt 1 FTE

CRM
7 Locate Lead Follow Up
Process Leads appended to customer record

BH Client Services Receive as another warm/hot lead source 9am-5pm EST plus some off hour monitoring

Close loop Confirmation 1

Company Confidential

Close loop Confirmation 2 4

Lead Transfer Email

Leads from the Locate Concierge will be transferred to the broker in the following format. Replying to the address will append broker emails to the master record at Locate.

From: brokernetworkreplyto@locaterealestate.com To: Philadephia@locaterealestate.com (alias for BH email) First Name: Simon Last Name: Mills Email: s@simonmills.com Phone: (917) 733-1427 Source: Metro.us Lead Type: Current Home Owner Tags: Coop Message: 304 W 115th St Penthouse B, NY, NY, 225 West 55th Street Property Type: In Town Property Price: $50,000 - $100,000 Background: Please dont call after 10pm baby is sleeping
5
Company Confidential

Next Steps
These are the currently identified next steps: BH to integrate the acceptance of lead

BH and LRE to test send/response and update process

LRE to integrate PA data (target activation range -> April 25 May 5) http://goo.gl/oSr8HC

6
Company Confidential