AgentOwned Realty founders Liz and Boyd Loadholt decided to approach the real estate industry from a fresh perspective after running traditional companies for years.
HISTORY
2000 - Manning office opens
2001 - Added AllState Insurance - Isle of Palms office opens
2002 - Added Alliance Insurance
2007 - Open Global Home USA Warranty - Second Summerville office opens
2008 - Sumter and Wyboo offices open
2009 - Myrtle Beach office opens - Added business brokerage services
2010 - Anderson office opens - Added property management services
2024 - TRUE BLUE launches
LIZ & BOYD LOADHOLT
Liz and Boyd still greet each day with the passion and enthusiasm that has made them so successful.
"There is a difference between working with someone who is employed by a company and someone who owns it. Company owners know their names are on the line every time they are in contact with the public."
MANAGEMENT TEAM
C. Boyd Loadholt, PHD
Founder & CEO
843-725-5041
Boyd@AgentOwnedRealty.com
Liz Loadholt, Founder, COO
Relocation Director - Training Director - BIC - Mt. Pleasant, Manning, Wyboo, Myrtle Beach, Sumter
843-608-8488
Liz@AgentOwnedRealty.com
Claude Loadholt, President
Director of Title Insurance
BIC - West Ashley
843-725-6040
Claude@AgentOwned.com
Ralph Wetherell, COO
Director of Home Warranty - BIC: Goose Creek, Summerville Trolley & Main
843-725-1000
Ralph@AgentOwned.com
Liza Loadholt-Valero
Programs Director
1966-2019
Claude Turpin
BIC Anderson, SC
864-314-0463
Claude.Turpin@AgentOwnedRealty.com
Andrea Rogers
Manager - Isle of Palms
843-886-9993
Andrea.Rogers@AgentOwned.com
Mandy James
Comptroller
843-725-0143
Mandy.Timmons@AgentOwned.com
Art Valero
Marketing Director
864-302-9247
Art@AgentOwnedRealty.com
Todd Huss
MMortgage Manager
Prosperity Home Mortgage
843-729-0148
Wally Burbage
Allstate - Wally Burbage & Associates
843-881-1921
WallyBurbage@Allstate.com
Global Home USA
Global Home USA
770-851-5700
DJohnsonAtlanta@Yahoo.com
A GROUP OF COMPANIES
Owned by its sales associates.
Managed by the Service Company.
Operated at cost.
Any profit belongs to the company owners.
No hidden fees or profit centers
Manages the Real Estate Division for AgentOwned. Provides Brokers-in-Charge and their compensation. Oversees and develops the sister companies. Takes responsibility for Real Estate Division losses. Assumes the Real Estate Division’s risk and liabilities
Allstate, Wally Burbage & Associates, LLC
Alliance Insurance
Prosperity Home Mortgage, LLC
Global Home USA Warranty
AgentOwned Title Insurance
AO Business Brokers
Profit from the sister companies is the key to AgentOwned Realty.
ALLIANCE INSURANCE SERVICES
A Locally Owned and Operated Independent Agency
Alliance represents a number of different insurance companies, and can compare coverage and prices to find the best possible value for your individual needs. We take your needs seriously when it comes to finding the right policy at the best price.
We work with over 30 insurance carriers, including:
• Foremost
• Safeco
• AAA
• Progressive
• Occidental
• Allied Trust
• Travelers
• Centauri Specialty
• Slide Insurance
• ShoreOne Insurance
• NFIP
• Safe Harbor
• Universal NA Insurance Co.
• Kinsale
• Homeowners Insurance of America
WALLY BURBAGE & ASSOCIATES
One call checks all - Send us a customer referral including contact information and we will check them all.
Companies we represent:
• Allstate
• American Modern
• Chubb
• Fireman’s Fund
• Hagerty
• Lexington
• Lloyds
• NorthLight
• Occidental
• Zurich
Lines of insurance:
• Homeowners
• Condo
• Auto
• Flood
• Investment properties
• Boats
• Recreation vehicles
• Renters
• Earthquake
• Personal liability
• Business insurance
• Life insurance
• Financial services
Prosperity
A full-service mortgage originator serving the Carolinas for over 20 years
The opportunity to have Prosperity Home Mortgage, LLC, pay up to 0.5% of the loan amount in closing costs for your buyer (for jumbo loans of $510,400 and more, the credit is 0.375%)
Prompt, thorough communication on the loan status for both you and your clients.
Potentially less in seller-paid closing costs by using your lender’s incentive.
Adds another feature to your listing presentation, helping AgentOwned agent-owners stand out as the best in the market
Adds another feature to your MLS listing, which makes it more attractive to buyers
Todd C. Huss
Kiel Gallant
Prosperity
GLOBAL HOME WARRANTY USA
800-944-9069
SUPPORT@GLOBALHOMEUSA.COM
Purchase today so you’re always protected
Protect it.
We realize that your needs are unique. The Global Home USA home protection plan offers three levels of coverage to choose from, allowing you to customize the home protection plan to meet your specific needs.
The Gold Plan
The Gold Plan provides peace of mind with sensible coverage that fits most budgets.
The Platinum Plan
The Platinum Plan, the premium package includes all of the major home systems and appliances covered by the Gold Plan as well as those that might easily be overlooked.
The Elite Plan
The Elite Plan, the most comprehensive package includes all of the major home systems and appliances covered by the Platinum & Gold Plan plus many other coverage options providing the highest level of protection for added security from unexpected repairs.
The
Send a Referral, Get 20% Off the Top After Closing!
The Place to Go to Buy or Sell a Business
Business brokerage is a growing industry that is both challenging and rewarding. Sunbelt brokers facilitate ownership transition for small and medium-sized companies. These highly specialized intermediaries help business sellers capitalize on their most valuable asset by converting their hard- earned business equity to cash. Simultaneously, they help business buyers realize their dreams of becoming independent business owners. In short, business brokerage offers the opportunity to play a valued role at the most critical juncture of the business life cycle--ownership transition.
For Sellers
Sunbelt brokers assist sellers with determining the value of their business, establishing their asking price, identifying prospective buyers and facilitating negotiations and closing arrangements, thereby enabling sellers to concentrate on the management of their businesses during the sales process.
Our broker services are designed to complement the services provided by attorneys, CPAs, bankers and other professionals.
By working as a team, we are able to collectively provide our clients with a full range of services.
Mike Wilson
TITLE
Your clients can receive re-issue credits of up to 50% of their title insurance premium.
TITLE INSURANCE
We write Alliant National Title Insurance as well as Chicago Title Insurance. For each, we offer the unique option of giving your client a reissue credit for up to 50% of their title insurance premium. This can save them up to half the cost of their title insurance expenses at closing. It’s a benefit that very few agencies provide and one that makes working with you and AgentOwned very attractive.
In addition AgentOwned has a list of over 14 attorneys from which to select for closing so we can guarantee a re-issue credit if the seller has a title insurance policy that is 10 years old or less.
TECHNOLOGY
We’re Here For You Every Step Of The Way!
We
Providing every agent with a beautiful and user-friendly IDX website, offering data-driven lead generation and intelligent lead nurturing tools and comprehensive CRM
Tracking & Insight
Lead Activity • Auto Adjusted Lead Search Criteria • Lead Scoring • Opportunities • Lead Analysis • Listing Recommendations
Communication Tools
• Email Integration
• Click-to-Call
• Mass Text
• Smart Call Lists
• Mass Emails
• Drop Voicemails
Communication & Nurturing
• Qualification Questionnaire
• Property Alerts
• Welcome Email / Text
• Market Reports
• Smart Plans with Drip Campaigns
based on lead type, source and activity
• Listing to Lead matching
Online Leads Program
Get leads sent directly to your CRM from AgentOwned.com when you participate in the leads 25% referral program. Make sure you ask your Broker about details and requirement for this Program.
For website information or questions: Amanda.Dinges@AgentOwned.com
We
International MLS Listings
• One of the only brokerages in SC with our listings in The IMLS
• Worldwide recognition and searchability
• Fantastic marketing for listing presentations
We
Social Media and Online Marketing
• Digital templates for social media use
• Classes and workshops on different social media platforms
We
Personalized Mobile App
• A personalize app that you can share with anyone you choose.
• Map-based searches
• Full MLS info from multiple SC MLS areas
Transaction
Transaction Management
SkySlope digitizes the entire transaction process keeping all your records safe and organized. Digisign allows agents to get signatures on important documents without ever leaving the software. Integrated within SkySlope. 24/7/365 support for all file management
TRAINING & MENTORSHIP PROGRAMS
TRAINING
• New agent training
• Any-time training made available with the AgentOwned Video Library
• Goal-setting sessions
• Writing contracts
• From contracts to closings
• Listing presentations
• What constitutes fraud
• Title insurance
• Dos and don’ts of real estate
• Flood insurance
• Homeowners insurance vs. flood insurance
• Wind and hail insurance
• Understanding the mortgage world
• Understanding the CL-100
• Internet marketing and Internet leads
• Google / Online Forms / Transaction Management
• Auto marketing
• Ethics
• Website consulting
MENTORSHIP
One-on-One Career Guidance
The AgentOwned Realty mentorship program offers new agents the opportunity to receive one-on-one guidance from an experienced Realtor. We offer this service as one of our many commitments to your growth and success as a real estate professional.
Your mentor is assigned by the broker-in-charge.
Mentors work closely with their mentees to help them build their real estate careers.
Your mentor is available to you at all times, 24-7.
Mentors and their mentees must be located in same office.
LLR-required courses for licenses:
4 core hours, 6 elective hours
If a member of CTAR, 6 additional elective hours
*The agent's choice of providers will determine the cost of CE classes.
FLOOR DUTY
This time is typically used for prospecting or completing projects that require input from others in the office.
9am - 1pm (1st shift)
1pm - 5pm (2nd shift)
Sunday
Varies by office
We
Two Ways an Agent-Owner Can Be Compensated with Property Management:
1. One-Time Fee
A) Agent-owner will be paid $300 for a property that rents for between $1,000 and $1,300 - $500 for a property that rents for $1,300+ upon payment of the first month’s rent, receiving 100% of this commission, and will NOT pass though the standard company commission split.
2. Monthly Fee
A) The company will be paid a commission each month the rent is paid.
B) There will be a 10% service fee off the top, then the balance is split 50-50 with the company, which means 45% of the monthly commission fee goes to you each month of the lease.
Agent-Owner Responsibilities:
• Introduces the property manager to the owner of the property
• Agent-owner will have his/her name attached to the property address as the person who referred it, in case the property owner decides to list the property later.
Property Manager Responsibilities:
• Puts the property in the MLS
• Markets the property
• Answers all calls that come in for the property
• Shows the property
• Manages property
• Manages tenant security deposit
• Handles maintenance concerns
• Handles legal issues
Pay for your CTAR board dues, MLS fees, and AgentOwned Realty Association fee with AgentOwned Property Management.
Simply partner with AgentOwned Property Management. When the property rents, you will receive a residual of 45% of the collected management fee each month.
OWNER BENEFITS
The Real Estate Division and the Service Company provide a multitude of resources at no cost to the agent.
Professional Development
• Mentorship, new agent training and accountability coaching
• Yearly MCE classes offered free (LLR and CTAR) The agent's choice of providers will determine the cost of CE classes.
• Free leads provided through AgentOwned.com
Online Tools
• Customizable website profile page
• Personalized mobile app
• Staff assistance and ongoing training
• SkySlope transaction management software
• Digital signature software
Operational
• Name badge
• Color copies
• E&O insurance
Income Potential: Sister Companies
Global Home Warranty
$60 for appliance notification
Sunbelt Business Brokers
20% referral fees
AgentOwned Property Management
45% monthly income on MM fees
AgentOwned Property Management
100% finder fees paid on new leases
TRUE BLUE Advantage
At AgentOwned Realty, YOU are our number one priority, and we hold your trust and confidence in the highest regard. You’re in business for yourself, but you’re not alone. Our Mission is Simple - Your Success!
THE PROGRAM $550 per side Transaction Fee!
Transaction fees capped at $5,500/ year.
$199 Processing Fee*
Per Side (Can be charged to client)
*For sales over $750,000 an additional fee is added to the Processing Fee based on sales price. Total Processing Fees paid not to exceed $6500 per year, and can be charged to the clients.
Example 1
An agent closing 5 sales per year would pay 5 sides @ $550 or $2,750 p/y, and a yearly association fee of $900. For a total yearly cost of $3,650!*
Example 2
A Capping agent closing 10 sales per year would pay 10 sides @ $550 or $5.500 p/y, and a yearly association fee of $900. For a total yearly cost of $6,400!*
*Processing Fee added to yearly amounts if not collected from buyer or seller.
What's Included
• Initial name badge and unlimited standard business cards
• Skyslope transaction management platform
• Personalized Website
• CRM
• Personalized mobile GPS home search app
• Access to 7 additional MLS’s across the state (business is not local anymore)
• Access to six business locations within the Charleston metro area
• Fully staffed offices
• Experienced management team always available.
• Online lead generation
• Errors and Omission insurance
• Ongoing monthly income opportunities earned from property management referrals
• Allowance for Black/White and Color copies for your typical business use.
• 100% paid commission on residential rental finders fees
• Ongoing Training & Lead Generation for consistent production
MARKETING & CONTINUING ED
*Offered at Wholesale Cost
Complete In-House marketing: Flyers, just listed/just sold postcards, Sphere of influence monthly mailings, Social media postings, all branded to you and much more. View your Marketing page for more details and pricing. AgentOwned.com/Marketing
The agent's choice of providers will determine the cost of CE classes.
NEW TO THE BUSINESS? ENJOY THE SAME GREAT PROGRAM!
Requirements: New agent training at $300 (Paid at sign on) And You’ll be assigned a mentor and pay the mentor 10% on your first four sales.
Ready to Talk?
We've been waiting for you. Call or email one of our Brokers to discuss the many benefits a full service brokerage like AgentOwned can provide for you.
Stan Huff
Manager, Mt. Pleasant
843-779-2375 or Email
Andrea Rogers
Manager, Isle of Palms
843-532-3010 or Email
Angie B Jordan
Manager, Manning
803-435-1874 or Email
1) WEST ASHLEY
Charleston, SC 29407
P: 843-769-5100
TF: 800-733-7653
F: 843-556-9566
2) GOOSE CREEK
597 Old Mt. Holly Rd., Ste. 203
Goose Creek, SC 29445
P: 843-860-1229
3) GOOSE CREEK
Goose Creek, SC 29445
P: 843-572-0004
TF: 800-664-3229
F: 843-572-6641
4) ISLE OF PALMS
5) MANNING/ SUMTER
6) MANNING - WYBOO
Manning, SC 29102
P: 803-478-9926
TF: 800-333-3386
F: 803-478-9936
7) MT. PLEASANT
Mt. Pleasant, SC 29464
800-497-9084
8) MT. PLEASANT
Mt. Pleasant, SC 29464
P: 843-884-7300
TF: 800-497-9084
F: 843-884-7995
9) SUMMERVILLE - MAIN
Summerville, SC 29483
P: 843-875-1089
10) SUMMERVILLE - TROLLEY
Summerville, SC 29485
P: 843-871-9133
TF: 888-540-2821
F: 843-871-9137
11) Anderson
Anderson, SC 29621
P: (864) 225-1202
F: (864) 224-9970