Letter from the Owners

Let us be the first to welcome you to Heaton Dainard Real Estate. We’re very excited for you to join the team. We know that you will help further Heaton Dainard as a unique leader in the Puget Sound real estate industry, and we will help you successfully grow your broker business.

At Heaton Dainard Real Estate, we pride ourselves on our boutique approach to real estate and real estate investment. We are client-focused, and we have intimate knowledge and familiarity of Washington and The Puget Sound region because we are natives of the area. This is our home, and we view our clients as our neighbors; we believe in forming long-lasting relationships. This local knowledge combined with a relentless passion to be the best has made us experts in valuation, off-market transactions, and growth projections; all things that rely on extensive, focused experience.

While drive and motivation are paramount to success, we are firm believers that those two characteristics need to be nurtured to ensure long-lasting success. For that reason, Heaton Dainard firmly believes in a team mentality and that success is best built through collaboration. That is somewhat of a departure from traditional brokerage firms, but we consider ourselves anything but traditional. Real estate is a relationship building industry . . . there is no reason that mindset shouldn’t exist within the brokerage walls and among brokers. We’re proud to say that everyone at Heaton Dainard believes and exemplifies this value.

Again, we’re excited for you to join the Heaton Dainard team, and we are ready to build success together.

Will Heaton

Co-founder, Heaton Dainard Real Estate

James Dainard

Co-founder, Heaton Dainard Real Estate

Letter from the Owners

Let us be the first to welcome you to Heaton Dainard Real Estate. We’re very excited for you to join the team. We know that you will help further Heaton Dainard as a unique leader in the Puget Sound real estate industry, and we will help you successfully grow your broker business.

At Heaton Dainard Real Estate, we pride ourselves on our boutique approach to real estate and real estate investment. We are client-focused, and we have intimate knowledge and familiarity of Washington and The Puget Sound region because we are natives of the area. This is our home, and we view our clients as our neighbors; we believe in forming long-lasting relationships. This local knowledge combined with a relentless passion to be the best has made us experts in valuation, off-market transactions, and growth projections; all things that rely on extensive, focused experience.

While drive and motivation are paramount to success, we are firm believers that those two characteristics need to be nurtured to ensure long-lasting success. For that reason, Heaton Dainard firmly believes in a team mentality and that success is best built through collaboration. That is somewhat of a departure from traditional brokerage firms, but we consider ourselves anything but traditional. Real estate is a relationship building industry . . . there is no reason that mindset shouldn’t exist within the brokerage walls and among brokers. We’re proud to say that everyone at Heaton Dainard believes and exemplifies this value.

Again, we’re excited for you to join the Heaton Dainard team, and we are ready to build success together.

Will Heaton

Co-founder, Heaton Dainard Real Estate

James Dainard

Co-founder, Heaton Dainard Real Estate

Marketing is here to help you execute the vision you have for your broker business. From flyers and A-boards to assistance with social media marketing strategy, our goal is to help you realize yours.

We ask that you take a moment to look through this welcome packet and to review all items in it. Inside this welcome packet is information on how to help you smoothly transition into your new broker position and to be successful here.

Feel free to reach out for any questions or requests, and we’ll do our very best to assist you.

Contact marketing at marketing@heatondainard.com with questions.

Things we need from you to get started:

EMAIL

Let us know how you would like your email address to appear.
Ex.: (first)@heatondainard.com or (first and last)@heatondainard.com

HEADSHOT

Provide us a headshot for your individual Listing Presentation and the HD roster. The headshot must be professional, but it should showcase your personality, and it can be taken by a photographer of your choice. You are responsible for the cost of your headshots.

SHORT BIO

Provide a short bio about your personal background, your professional background, and any accolades, accomplishments, or specific skills that make you a successful broker. This will be included in your Listing Presentation.

CONTACT INFO

Provide your phone number, date of birth, and RE license number to add to the HD Roster.

Things we need from you to get started:

Let us know how you would like your email address to appear.
Example:

(first)@heatondainard.com
(first and last)@heatondainard.com

Provide us a headshot for your individual Listing Presentation and the HD roster. The headshot must be professional, but it should showcase your personality, and it can be taken by a photographer of your choice. You are responsible for the cost of your headshots.
Provide a short bio about your personal background, your professional background, and any accolades, accomplishments, or specific skills that make you a successful broker. This will be included in your Listing Presentation.
Provide your phone number, date of birth, and RE license number to add to the HD Roster.

Business Cards

We will need you to send us your updated contact information, your name as you would like it to appear, and any additional denotations (MBA, etc.) We will send you the initial design for your business cards. Once you have received your design, you are responsible for ordering them on Moo.com at https://www.moo.com/us/. Below is the format and style of business cards that our brokers order.

MOO Size Luxe Green Business Cards

Flyers & Ordering

We will email you a basic template for a listing flyer. The template is a Microsoft Publisher file. If you would like us to complete flyers for you using the basic template, there will be a $50 charge. Custom flyers can be made for you, and custom flyers for specific property listings can be made for you on request. For custom collateral, we use Adobe Creative Cloud products. Custom flyers using Adobe CC tools will be a $200 charge per design. Examples of the basic template and custom flyers are below.

Basic Publisher Flyer

Examples of Custom Flyers & Collateral

Flyers & Ordering

We will email you a basic template for a listing flyer. The template is a Microsoft Publisher file. If you would like us to complete flyers for you using the basic template, there will be a $50 charge. Custom flyers can be made for you, and custom flyers for specific property listings can be made for you on request. For custom collateral, we use Adobe Creative Cloud products. Custom flyers using Adobe CC tools will be a $200 charge per design. Examples of the basic template and custom flyers are below.

Staging Services

At Heaton Dainard, we only work with proven professionals; this includes staging services. We have a list of approved staging services for your clients to use, so when it comes time for your client to list a property, your client has a staging service they can trust.

Referred staging services can be made available on request.

Listing Photos

A picture is worth a thousand words, so don’t let your clients’ hard work on a rehab project go to waste due to poor photography.

We have a list of approved photographers on our Broker Portal that we use on a regular basis for our clients’ projects. They are experts at highlighting the most attractive and alluring features of every property we hire them to shoot.

Social Media

Social media is an extremely powerful marketing tool, and the best part about it is that it’s predominantly free.

When using social media, there are some things we ask you to keep in mind

  • Tag Heaton Dainard in posts to increase your audience
  • For investment properties, use our branded hashtag “#HDFlip
  • Notify Heaton Dainard marketing (marketing@heatondainard.com) of open houses

We have a full Social Media Brand Book on the Broker Portal for more information on Heaton Dainard’s social media approach and strategy.

Staging Services

At Heaton Dainard, we only work with proven professionals; this includes staging services. We have a list of approved staging services for your clients to use, so when it comes time for your client to list a property, your client has a staging service they can trust.

Referred staging services can be made available on request.

Listing Photos

A picture is worth a thousand words, so don’t let your clients’ hard work on a rehab project go to waste due to poor photography.

We have a list of approved photographers on our Broker Portal that we use on a regular basis for our clients’ projects. They are experts at highlighting the most attractive and alluring features of every property we hire them to shoot.

Social Media

Social media is an extremely powerful marketing tool, and the best part about it is that it’s predominantly free.

When using social media, there are some things we ask you to keep in mind

  • Tag Heaton Dainard in posts to increase your audience
  • For investment properties, use our branded hashtag “#HDFlip
  • Notify Heaton Dainard marketing (marketing@heatondainard.com) of open houses

We have a full Social Media Brand Book on the Broker Portal for more information on Heaton Dainard’s social media approach and strategy.

Tools Available to You

Signage & Ordering

You can order signs through Olympic Print; we will provide you an order form. Email your order to John Mackenzie (johnwmackenzie@hotmail.com) and Kristin Sanderson (kristin@olympicpaa.com) for assistance.

For sign installation, we use Sign Solutions NW. If you haven’t already, you will need to set up an account with them.

Basic template of one of our 24×24 wood signs.

Proforma

We will provide you with our Proforma model. This is the model we use to determine margins and overall viability of an investment opportunity.

Personalized Spec Book

Otherwise known as “Flip Books”, we have spec books that provide step-by-step guidance for a rehab project. The books contain information regarding getting started on a project, the construction portion of the rehab (with suggestions for materials and where to find them), as well as the listing process.

A branded spec book can be created for $200 per book. For more information, contact marketing at marketing@heatondainard.com.

Blurb Books

We also have “Blurb Books.” They detail the transformation of a home and investment property in photo form. These books contain images from the condition of the property upon purchase, they catalog the work as it was performed, and they showcase the final product of the fully rehabbed home.

Blurb Books can be a nice memento for a client once their project is finished, or they can also be used as marketing material to showcase past projects on which you provided broker services.

You can order signs through Olympic Print; we will provide you an order form. Email your order to John Mackenzie (johnwmackenzie@hotmail.com) and Kristin Sanderson (kristin@olympicpaa.com) for assistance.

For sign installation, we use Sign Solutions NW. If you haven’t already, you will need to set up an account with them.
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Basic template of one of our 24×24 wood signs.

We will provide you with our Proforma model. This is the model we use to determine margins and overall viability of an investment opportunity.

Otherwise known as “Flip Books”, we have spec books that provide step-by-step guidance for a rehab project. The books contain information regarding getting started on a project, the construction portion of the rehab (with suggestions for materials and where to find them), as well as the listing process.

A branded spec book can be created for $200 per book. For more information, contact marketing at marketing@heatondainard.com.

We also have “Blurb Books.” They detail the transformation of a home and investment property in photo form. These books contain images from the condition of the property upon purchase, they catalog the work as it was performed, and they showcase the final product of the fully rehabbed home.

Blurb Books can be a nice memento for a client once their project is finished, or they can also be used as marketing material to showcase past projects on which you provided broker services.

Grow Your Business

Looking for more transactions? Heaton Dainard has investors looking for specific properties. We can provide you with a list of properties that our clients want to purchase for your farming territory. For more information, please contact liam@heatondainard.com.

Client Development

Do you have a new investor client that needs more guidance? Bring them to our cash flow class, also known as Investor 101. We do request that you attend with your clients. You can learn more about Investor 101 later on in this packet.

We also have additional webinars for clients focused on training and development. These are all presented by our co-founder James Dainard, and they can be found on the Heaton Dainard website under “Investor Corner” and “Investor Education Resources.”

Lead Development

We regularly have rehabbed properties listed, that need to be held open. If you need to develop new leads, there is always opportunity meet new contacts and develop your network through holding open our existing listings.

HD Internal Deal Flow

Heaton Dainard’s Internal Team can provide you and your clients with more deal flow. We have five internal brokers that specialize in handling internal deal flow to our clients and other Heaton Dainard brokers. To inquire about how to get their deal flow first, please contact the acquisition brokers.

Do you have a good deal that need help with placement? We are here to help you move your properties. Over the years, we have gathered hundreds of investors and developed relationships with reliable, repeat investors in search of a variety of investments.

For a quick response on your deal, send a message for underwriting to Liam Naughton at liam@heatondainard.com.

Broker Team

John Whitney

John Whitney, Fix & Flip
South King County/ East Side
425.208.6109
John@heatondainard.com

Garrett Quinn, Fix & Flip
Snohomish County
425.495.2840
garrett@heatondainard.com

Liam Naughton

Liam Naughton

First Time Home Buyer Specialist
425.577.2238
liam@heatondainard.com

Sean Barnebey

Sean Barnebey, Fix & Flip
Pierce County
425.495.4817
s.barnebey@heatondainard.com

Vlad Tselnik

Vlad Tselnik, Fix & Flip
North King County
425.802.3070
vlad@heatondainard.com

Jennifer Hafner
Multi-family Housing
425.301.6271
j.haffner@heatondainard.com

Transaction Coordination

Your role as a broker is to establish relationships with clients and close deals. Heaton Dainard’s goal for its brokers is for them to close as many deals as they have time for. As an additional resource to help the brokers accomplish that goal, Heaton Dainard can provide transaction coordination to brokers who need added assistance.

If you are interested in assistance with escrow and the closing process, paperwork processing, or simply having a liaison between the parties involved in the deal, do not hesitate to reach out to us for more information on transaction coordination.

$350 for coordination
$300 offer writing assistance

Intrust Funding

If you have investment clients who are in search of funding for their projects, we have a preferred hard money lender in Intrust Funding. Intrust Funding specializes in funding investment properties specifically in Washington state. Unlike most hard money lenders, Intrust covers closing costs, renovation expenses, and they can manage cash out refinance options. Their loan terms typically sit between 5 and 12 months, funding occurs in 48 hours.

NW Foreclosure Group

Located in the Heaton Dainard office and powered by Intrust Funding LLC, NW Foreclosure Group guides investors to distressed real estate opportunities in the foreclosure auction arena. They track foreclosure opportunities in all of the Western Washington counties. Compiling data, drive notes, photos, and fair market values all on their own secure website, NW Foreclosure Group streamlines a normally daunting process.

Agent Opportunities

NW Foreclosure Group partners with Heaton Dainard agents on a weekly basis to bring additional investment opportunities to HD agent’s. NW Foreclosure Group offers generous commission referrals as well as full service, pre and post auction. Meetings are every Thursday evening at the Heaton Dainard office to go over properties being offered for sale that week.

NW Foreclosure Group
Steve Ghio
425-457-0298
steve@heatondainard.com

Help Your Clients Learn How to Invest In Real Estate

Our passion for investing drives our business. As investors ourselves, we know what your clients want, and we can help make it happen. We are completely dedicated to helping your clients learn as much as possible so they can find success in their investing goals. That’s why we offer a free class that walks you through real deals on which we have advised. We will help your clients become great investors by coaching them through the process. Let our experience be their guide. We do ask that you accompany your clients to the class.

Learning is an interactive process, and we believe in that premise whole-heartedly. During our Investor 101 classes, taught by James Dainard himself, we provide real life examples of investment strategies employed. Our brokers are available afterwards for questions. We cover how to invest in flips and cash flow properties in King, Pierce, and Snohomish counties, and we also cover the basics of how to invest in flips and cash flow properties.

To learn more go to the Investor 101 page on our website.

Again, we’re very excited for you to join the Heaton Dainard team, and we are looking forward to the success we will have going forward!

If you have any questions, about anything, do not hesitate to reach out; we’re more than colleagues here, and we do our best work when we work together.

To access the downloadable tools such as the Flip Books and Budget Calculators, you will receive a password once applicable fees have been paid.

Click here to access password-protected download portal.