About Us

Mission Statement

The mission of the California Agent Network is to unite highly successful, results-oriented Realtors throughout the state of California to enhance customer service for our buyers, sellers and investors.

Goals

Policies and Procedures

Leadership

Leadership positions shall be rotated annually. Members shall nominate other members for offices each year prior to the Fall meeting. Voting will take place at the Fall meeting. The secretary shall keep a record of the slate of officers by year and these lists shall be attachments included in the policies and procedures manual.

Participation

All members must take on an active roll in the organization. Members will rotate responsibilities annually. The membership directors (for Northern California and Southern California) shall keep a list of current members, their contact information and the role they serve and these lists shall be attachments included in the policies and procedures manual.

Attendance

Members must attend a minimum of two out of the three meetings annually. Our annual year will run from the Fall meeting to the next Fall meeting. Fall meeting will be held in Sept., Oct. or Nov. If a member misses two meetings annually they will be removed from the group.

Meetings

In addition to the three physical meetings, we will have an optional monthly conference call meeting every month except the months we meet in person. These will be held the first Friday at 8:30 am. The Communications chairperson will coordinate the logistics of such meetings.

Previews Designation

All members must be Coldwell Banker agents (with Previews designation, preferable).

Exclusivity of Membership/Referrals

Each member shall only belong to one real estate referral network - CAN. Each member shall only refer business to the agents within our group for the areas covered by group members. If an agent feels they cannot comply with this requirement, they may resign from the group.

Dues/Commitment

There will be group expenses relating to refreshments, marketing and awards. These expenses will be divided among the group members equally. The group will decide by majority rule on the level of expenditure for such items. Currently, the dues are $100 annually. Each group member will be required to pay their share of these costs in one lump sum annually and the treasurer will administer the monies (pay the bills) and report on monies collected nd bills paid.

Awards

The Vice President will keep track of referrals within the group. If a CAN agent refers agents in their office to another CAN agent, that agent will receive credit for our awards program even though the actual referral is from a non-CAN agent. Referrals will be announced at our monthly conference call meetings. Each member is required to email the Vice President with referral information (referrer and referee) for tracking purposes. An award will be given at the year end (late summer) meeting to the agent who provides the most referrals within the group. The Vice President is responsible for acquiring the award for the winner.

Coverage Area

All members should email the membership coordinator with information regarding their coverage areas. Membership coordinators will maintain a list of CAN agents and areas they cover. Membership coordinators will seek out additional agents to cover areas not currently covered. Membership coordinators will gain approval from the group before inviting new members to join. Current group members are encouraged to send recommendations for agents in areas not covered to the Membership coordinators.

Referrals

Referrals need not be Previews only. Referral fee shall be 25%. The agent accepting the referral must work directly with the referred client. The client shall not be delegated to an assistant, buyer's agent or other anyone other that the CAN member agent.

Declining a Referral

An agent may decline a referral for personal or professional reasons. The agent will notify the referring agent immediately and allow the referring agent to select another agent for the referral.

President – Lead group, and maintain policies and procedures

Vice President – Awards, fill in for President when necessary, and maintain policies and procedures

Treasurer – Keep record and income and expenditures, bill members for dues.

Secretary – Minutes of meetings

Membership (Northern Cal) – Keep S Cal membership list current, recruit members

Membership (Southern Cal) – Keep N Cal membership list current, recruit members

Meetings/Logistics (Northern Cal) – Member hosting meeting

Meetings/Logistics (Southern Cal) – Member hosting meeting

Marketing – Research marketing ideas, coordinate CAN marketing

Communications – Coordinate conference calls

Agenda Manager – Organizes agenda for meetings and conference calls

Research – Finding and reporting on the practices of other networking groups, research on an as needed basis