Transcription
2021ANNUAL REPORT
Year in ReviewWhen I take stock of where we ended 2021 as anassociation compared to where we were at thebeginning of my first term in January 2020, I amtruly amazed at the progression.As the pandemic restrictions eased, we got busyplanning typical association activities and lookingfor ways to continue transforming SumnerREALTORS into what we know it can andshould be. We created brand-new professionaldevelopment programs. We organized newfundraisers to serve the community. We hostedsocial events just to get members back togetherin person. We raised an impressive amount ofmoney for RPAC to support important advocacywork. And we showed up at every real estateoffice meeting that allowed us.Everything we did was focused on makingour association a more valuable professionalresource for our members, and I am extremelyproud of how we performed against the goals weset out to accomplish.Our entire culture has changed for the better,and faster than I could have imagined. It is bearingfruit in measurable ways, and it is a testamentto the Board, committees, volunteers, partnersand staff.Thank you for the opportunity to serve theassociation. It has been a sincere privilege.Shellie Young TuckerABR, CRS, C2EX, GRI2021 President
ANNUAL REPORT 2021Goal: Surpass 900 REALTOR members2021by theNumbersResult: 906 primary and secondary REALTOR members*Goal: Add 10 new Preferred PartnersResult: T otal of 87 primary and secondary affiliate members,with 39 new*Goal: Raise 50,000 for RPACResult: 50,417.61 in total contributionsGoal: Present at 10 or more company sales or office meetingsResult: 10 updates at offices representing 600 agentsGoal: 200 runners and 30 sponsors for Haunted Hustle 5KResult: 179 runners and 39 sponsorsGoal: 30,000 in net proceeds from annual golf tournamentResult: 29,800 net proceeds after charitable donationsGoal: 100 hours of CE with at least 50 hours freeResult: 1 47 hours with 91 free (not including other,non-CE professional development courses)622743Education scholarshipsawarded to memberstotaling 3,100New REALTOR Academy graduatesAccredited CommunityExpert (ACE) certifications993 total members in 202119% increase from 832 total members at EOY 202034Real Estate NegotiationExpert (RENE) certifications*as of December 13, 202129Seller RepresentativeSpecialist (SRS)designations45Hours of networking1
2ANNUAL REPORT 20212021 LeadershipEXECUTIVE OFFICERSDIRECTORSPRESIDENTPAST PRESIDENTShellie Young TuckerWendy SuttleOne Stop RealtyHendersonvilleKeller ASURERKelly McDanielBeth FoutchWeichert REALTORS —Southern Realty PartnersHendersonvilleRE/MAX Choice PropertiesHendersonvilleAndrea BinkleyBenchmark RealtyHendersonvilleKristy CartwrightColdwell BankerLakeside REALTORS HendersonvilleEileen GeorgeReliant RealtyERA PoweredGallatinVICE PRESIDENTDarla Nickens HunleySusan GreeneColdwell BankerLakeside REALTORS HendersonvilleCrye-Leike REALTORS GallatinKayla MurrellBenchmark RealtyHendersonvilleCOMMITTEE CHAIRSCOMMUNITY OUTREACHBrian StewartOne Stop RealtyHendersonvilleFINANCE AND BUDGETBeth FoutchRE/MAX Choice PropertiesHendersonvilleGOLF TOURNAMENTBruce KittrellCrye-Leike REALTORS GallatinPOLICIES AND PROCEDURESPRESIDENTIAL ADVISORY GROUPWendy SuttleKeller WilliamsHendersonvillePROFESSIONAL DEVELOPMENTJulie GantCrye-Leike REALTORS GallatinFaye SesslerCrye-Leike REALTORS HendersonvillePROFESSIONAL STANDARDSGOVERNMENT AFFAIRSVickie JohnsonRE/MAX Choice PropertiesHendersonvilleGRIEVANCEDonna CrowleyCrye-Leike REALTORS HendersonvilleMEMBER SERVICESKelly McDanielWeichert REALTORS —Southern Realty PartnersHendersonvilleCindi MaloneColdwell Banker BarnesGallatinBrian StewartOne Stop RealtyHendersonvilleBob TuckerOne Stop RealtyHendersonvilleSTAFFDave ChaneyChief Executive OfficerShelby CageCommunicationsCoordinatorTeresa LawRPACMembership andEducation CoordinatorDarla Nickens HunleyMary Jane RaymondColdwell BankerLakeside REALTORS HendersonvilleAdministrative Assistant
ANNUAL REPORT 2021ChartingNewCoursesNEW REALTOR ACADEMYsumnerrealtors.com/newrealtoracademySumner REALTORS in 2021launched three new programsthat delivered tangible valueto members and embodiedthe mission of supportingREALTORS and theirbusinesses. Two homegrownprofessional developmentofferings were entirely freeto members, and a thirdprogram actually put duesdollars back in their pockets.“The Academy helped jumpstartmy career. It helped me learnand grow my confidence as aREALTOR and was a goodprimer for what the associationis all about, which is helpingREALTORS be more successful.”DAVID WAMPLEROne Stop Realty, HendersonvilleThe association launched a specialized trainingprogram for newly licensed agents in January 2021with a full class of 20 enrollees and a waiting listfor the remainder of the year. The proprietaryprogram is designed to acclimate new agents tothe profession and give them foundational toolsfor building a successful real estate business.During the 6-month Academy, agents got a mix of15 hours of mandatory professional development(including 7 CE hours) on topics ranging from timemanagement to marketing to contracts, and hadaccess to optional mentorship and networking. ByDecember, 27 Sumner REALTORS members hadfully completed the requirements and earned theirgraduation plaques.3
4ANNUAL REPORT 2021ACCREDITEDCOMMUNITYEXPERT (ACE)sumnerrealtors.com/ACEThe two-day ACE certification coursefeatured a range of community-basededucation to give REALTORS acomprehensive understanding of themany areas that directly or indirectlyaffect the local real estate climate,such as government, economicdevelopment, tourism, public safety and education. The 43Sumner REALTORS members who earned the certificationin November distinguished themselves as Sumner Countyspecialists with enhanced expertise to better advise andrepresent clients who are new to or unfamiliar with the area.“I found the ACE classes an important part of ‘selling’Sumner County to those looking to relocate here, whileat the same time setting myself up with a network ofprofessionals at various levels of government, schools,and the community.”CATHY LACROIXEXIT Real Estate Solutions, HendersonvilleCONTINUING EDUCATIONSCHOLARSHIPSWhile almost all Continuing Education and other professionaldevelopment courses offered by Sumner REALTORS in2021 were free, the association offered a limited numberof one-time, 50 scholarships to help REALTOR members offset the costs for classes that carried a fee:a Real Estate Negotiation Expert (RENE) certificationcourse in April, a Seller Representative Specialist (SRS)designation course in July, and the 6-hour TREC Core classesoffered four times during the year. The added member benefitallowed 62 members to participate in these courses free ofcharge or at a discounted rate.The New REALTOR Academyand ACE programs will continueon a regular basis movingforward, and the associationhas budgeted money to alsocontinue CE scholarships forREALTOR members in 2022.
Volunteers worked thephones in August as part ofthe annual RPAC-A-THONstatewide fundraiser.RepresentingMembersWhere itCounts MostANNUAL REPORT 2021Every Sumner REALTORS member benefitsfrom the association’s advocacy work andshould be confident knowing that there is anactive and influential organization representingmembers at all three levels of government.Sumner REALTORS works in concert with thestate and national association to support publicpolicies that strengthen property rights andhomeownership in our community, and fightagainst proposals that would negatively affectreal estate professionals and/or their clients.5
6ANNUAL REPORT 2021CONNECTING WITH LEGISLATORSMore than 70 local REALTORS and Preferred Partnersgathered at Gallatin’s Fairvue Plantation in July for theannual legislative update breakfast with state lawmakers.All four of the elected officials representing the areain the Tennessee General Assembly attended to givean overview of the 2021 legislative session and engagein a home-turf dialogue with their constituents on thebiggest issues facing the county and state.Several volunteer leaders also participated in state andnational virtual Days on the Hill, coordinated throughTennessee REALTORS and NAR.The year-round visibility at these local, state andnational events allows members to build relationshipswith elected officials and educate them on importantissues affecting the real estate profession.Sen. Ferrell Haile, Rep. Johnny Garrett, Rep. WilliamLamberth and Rep. Terri Lynn Weaver spoke to theassociation during the annual legislative updatebreakfast in July.SERVING IN LOCAL OFFICEPolicymakers deal with a broad spectrum of issuesand cannot be experts in all of them. The REALTOR lobbying operation provides value by building trustedrelationships with lawmakers at every level and makingsure they are well informed as they vote on mattersaffecting the real estate sector. Local REALTORS were fortunate in 2021 to also have several SumnerREALTORS members holding various local offices,lending their expertise in the name of public service.The Sumner County Commission adopted a resolution inApril recognizing Fair Housing Month and commendingthe association’s efforts to promote Fair Housing in thecommunity. The resolution was presented by SumnerREALTORS . L to R: Brian Stewart, Shellie Young Tucker,Paul Goode.Sumner County CommissionPaul Goode Halo Realty, HendersonvilleBrian Stewart One Stop Realty, HendersonvilleDanny Sullivan RE/MAX Choice Properties, HendersonvilleShellie Young Tucker One Stop Realty, HendersonvilleGallatin City CouncilEileen George Reliant Realty ERA Powered, GallatinHendersonville Planning CommissionBeth Longmire RE/MAX Choice Properties, Hendersonvillesumnerrealtors.com/advocacy
ANNUAL REPORT 2021FUNDING THE CAUSEThe second year of the pandemic era again illustrated the power andinfluence of the collective REALTOR voice, and Sumner REALTORS members remained engaged in fundraising efforts to support importantadvocacy work at the local, state and national levels.2021 RPAC Major InvestorsPresident’s Circle Golden R7 50,517.61in total RPACcontributions447members gaveat least 15(at least 4,000 contribution 2,000 directly to candidates)Vickie Johnson RE/MAX Choice Properties, HendersonvilleBrian Stewart One Stop Realty, HendersonvillePresident’s Circle Crystal R(at least 2,000 contribution 2,000 directly to candidates)Beth Foutch RE/MAX Choice Properties, HendersonvilleDarla Nickens Hunley Coldwell Banker Lakeside REALTORS , HendersonvilleBob Tucker One Stop Realty, HendersonvillePresident’s Circle Sterling R(at least 1,000 contribution 2,000 directly to candidates) andRPAC Hall of Fame(at least 25,000 in lifetime contributions)Mike Gaughan RE/MAX Choice Properties, HendersonvilleSterling R(at least 1,000 contribution)Marilyn Bristol RE/MAX Choice Properties, HendersonvilleLarry Bryant Bryant Properties of TN, GoodlettsvilleAnn Buchanan Keller Williams, HendersonvilleRebecca Campbell Stewart Title Company, HendersonvilleAngel Creekmore Coldwell Banker Lakeside REALTORS , HendersonvilleLindy Gaughan RE/MAX Choice Properties, HendersonvilleEileen George Reliant Realty ERA Powered, GallatinStacy Graves simpliHOM, HendersonvilleRhonda Holt Acopia Home Loans, HendersonvilleShaun Lyons Primary Residential Mortgage, HendersonvilleBrian Maggart F&M Mortgage, HendersonvilleKelly McDaniel Weichert REALTORS — Southern Realty Partners, HendersonvilleMelissa Rogers Warranty Title, HendersonvilleSandi Sagaser Inspired Homes, GallatinPeggy St. Peters Coldwell Banker Lakeside REALTORS , HendersonvilleWendy Suttle Keller Williams, HendersonvilleShellie Young Tucker One Stop Realty, HendersonvilleMarilyn Van Order Crye-Leike REALTORS , HendersonvilleKelly Webb Interlinc Mortgage, Hendersonville 113.01averageinvestment25MajorInvestors(at least 1,000contributed)6President’sCircle(at least 1,000contributed at least 1,000 given directlyto candidates)Sumner REALTORS was proud to invest at theSterling R level in 2021.
8ANNUAL REPORT 2021ConnectingREALTORS and PartnersSumner REALTORS is not a building, a leadershipteam, staff or committee. It is the collective ofapproximately 1,000 members and Partnersoffering valuable connectivity to everyone whochooses to utilize the association for professionalnetworking. And after a year or more of isolation,REALTORS and Partners were ready in 2021to get back together and participate in eventsfrom charity fundraisers to business meetingsto social gatherings.More than 70 peopleattended a socialmixer at Sam’s SportsGrill in June—the firstevent of its kind since2019—and came outagain to The Rudderat Anchor High Marinain November for noreason other than toeat, drink and mingle.The 2022 leadership team was officially installed onDecember 9, 2021, at Bluegrass Yacht & Country Clubduring the annual Officer Installation and PartnerAppreciation luncheon.
ANNUAL REPORT 2021Serving theCommunity9While many area brokerages organize theirown charitable activities, the associationgives members another outlet to lead andparticipate in fundraisers throughout the yearand demonstrate how REALTORS give backto the communities where they live and work.The Annual Golf Classic returned toBluegrass Yacht & Country Club on August 30and raised more than 3,200 for Habitatfor Humanity of Sumner County, 1,000 forflood relief efforts in Waverly, Tenn., plusmuch-needed revenue for the association’snonprofit operating budget.sumnerrealtors.com/golftournamentThe Community Outreach Committeeconceptualized and coordinated the firstannual Poker Chip Challenge in July.The event raised 2,600 in proceedsdonated to the Humane Society ofSumner County and The Jason e association donated 5,000 in proceeds from the4th annual Haunted Hustle 5K,held October 30, to Habitat forHumanity of Sumner County.sumnerrealtors.com/hauntedhustleVolunteers participated in the Community OutreachCommittee’s Easter egg hunts in March. The annualeffort serves underprivileged children at childcarecenters in Gallatin and Hendersonville.The association hostedits annual communityblood drive in April inpartnership with theAmerican Red Cross.
10ANNUAL REPORT 2021Financial Overview2021 BUDGETDEPARTMENTINCOMEEXPENSESP/L 375,762.50 200,190.61 175,571.89Community Outreach 14,950.00 22,488.00 (7,538.00)Professional Development 21,400.00 78,014.40 (56,614.40)RPAC and Gov Affairs 17,050.00 24,018.77 (6,968.77) 28,500.00 118,049.90 (89,549.90) 3,900.00 2,767.38 1,132.62 54,000.00 35,885.85 18,114.15 - 40,400.00 (40,400.00) 515,562.50 521,814.91 (6,252.41)AdministrativeMember ServicesREALTOR StoreGolf TournamentBuildingTOTAL6%3%3%4%73%Member ServicesCommunity OutreachREALTOR StoreProfessional DevelopmentGolf TournamentRPAC and Gov tiveBUDGETEDINCOME10%5%15%4%2021 ACTUALDEPARTMENTINCOMEEXPENSESP/L 359,435.83 146,011.23 213,424.60Community Outreach 17,450.00 25,330.81 (7,880.81)Professional Development 21,647.60 80,419.05 (58,771.45)RPAC and Gov Affairs 15,392.50 18,141.33 (2,748.83)Member Services 9,434.00 96,726.18 (87,292.18)REALTOR Store 3,612.00 2,227.31 1,384.69Golf Tournament 56,824.01 39,863.49 16,960.52 - 36,698.86 (36,698.86) 483,795.94 445,418.26 ME12%4%4%74%ACTUALEXPENSE8%9%33%22%6%4%Note: This general summary is for illustrative purposes representing the calendar year endingDecember 31, 2021. Numbers were published prior to annual CPA review. Summary is not intendedto present a complete financial picture of Sumner REALTORS 18%
ANNUAL REPORT 20212021 Preferred PartnersADAM BROWNALL-PRO HOMEINSPECTIONS, LLCALLYSON HARVEYINTERLINC MORTGAGE, LLCANNIE WESTCLARENDALE AT INDIAN LAKEBARBIE SHANNONU.S. BANKBILL THOMASMOVEMENT MORTGAGEBILL YONBILL YON AGENCYBRAD DENTONPRIME LENDINGBRANT LANHAMTHE GLASS GURUBRIAN MAGGARTF&M MORTGAGEBRITTANY CARLONERD TRAINING SYSTEMSBRUCE QUINNABSOLUTE INSPECTORSCAROLYN COLEHIGHLANDS RESIDENTIALMORTGAGECAROLYN PARKERWILSON BANK & TRUSTCHERI ANDERSONCLARENDALE AT INDIAN LAKECHERYL SLOUGHPILLAR TO POSTHOME INSPECTORSCINDY BROWNCMG FINANCIALCLINTON RICHARDSONALL-PRO HOMEINSPECTIONS, LLCCORY BROOKSABSOLUTE INSPECTORSDAVID KIMBROUGHFREEDOM TITLE SERVICESKAREN COLDIRONBILL YON AGENCYDAVID TOUMAPILLAR TO POSTHOME INSPECTORSKEITH HEADCITIZENS BANKDAVID VANDENBERGHVANDENBERGHINSURANCE AGENCYDES PRENTICEPNC BANKDONNA BROOKSMORTGAGE INVESTORS GROUPDOUG CORNELLTOP DOWN HOMEINSPECTIONSELIZABETH MCGIBONEYBILL YON AGENCYELLIE TEEDREGIONS MORTGAGEERIC AGNOSTHE UPS STOREEVAN YONBILL YON AGENCYKELLY GRUBBSPNC BANKKELLY WEBBINTERLINC MORTGAGE, LLCKEN SIRCYAMERICA’S PREFERREDHOME WARRANTYKEVIN CRISWELLSIGNATURE TITLE SERVICESKEVIN LONGCMG FINANCIALKEVIN O’CONNELLPILLAR TO POSTHOME INSPECTIONSKRISTY THOMPSONHOPE HOUSE PHOTOGRAPHYLEA MURPHYREVOLUTION MORTGAGEHAROLD SHELBYTHE HOME INSPECTORLESLIE THOMASHIGHLANDS RESIDENTIALMORTGAGEHELEN DEANWARRANTY TITLELINDA MURPHYEDWARD JONESJAMES HARPERPRIMARY RESIDENTIALMORTGAGE, INC.LINDA O’CONNELLSIMMONS BANK MORTGAGEJANE FITCHSIGNATURE TITLE SERVICESJAROD SCOTTLOANS AND MORTGAGERATES TODAY, LLCJEFF STINEACOPIA HOME LOANSJEREMY MARTINALL-PRO HOMEINSPECTIONS, LLCCRAIG SANDERSANNIEMAC HOME MORTGAGEJIM DUGGANALL-PRO HOMEINSPECTIONS, LLCDANA KEMPSMITH.SHOLAR.MILLIKEN.PLLCJOEY MURPHEYCHURCHILL MORTGAGE CORP.DANIEL CAINLOANS AND MORTGAGERATES TODAY, LLCJOSHUA PAYNEALL-PRO HOMEINSPECTIONS, LLCLINDY VESTALBELL LAW SETTLEMENTMARK SCHUMACHERHOME INSPECTIONS BY SP&DMARY ARAUJOPRIMARY RESIDENTIALMORTGAGEMARY ANNE BALLEWPRIMARY RESIDENTIALMORTGAGEMEGAN TROUTTCMG FINANCIALMELISSA ROGERSWARRANTY TITLEMICHAEL LAJOIEFARMERS INSURANCEAND INVESTMENTS11
12ANNUAL REPORT 2021MICHAEL MILLERTENNESSEE PROPERTYINSPECTIONSSCOTT FREYABOVE ALL HOMEINSPECTIONSMICHAEL SANDSENVISION DRONE MEDIASHAUN LYONSPRIMARY RESIDENTIALMORTGAGE, INC.PAM NEIGHBOURSPINNACLE FINANCIALPARTNERSSHERRYE MOOREPNC BANKPATRICK SUTTLESUTTLE CONSTRUCTIONSTEPHANIE FIELDSREVOLUTION MORTGAGERACHEL SIDWELLU.S. BANKSTEVE TOWNERALL-PRO HOME INSPECTIONSREBECCA CAMPBELLSTEWART TITLE COMPANYTATIANA RODRIGUEZPRIMARY RESIDENTIALMORTGAGE, INC.RENEE SCOTTSIGNATURE TITLE SERVICESRHONDA HOLTACOPIA HOME LOANSROBERT ELAMUNITED STRUCTURAL SYSTEMSROBERT FLEMINGALL THINGS EXTERMINATORSSAMMY DURRETTEASY CHOICE HOMEINSPECTIONSTODD COLTHORPELM STREET TECHNOLOGY, LLCTODD SHOLARSMITH.SHOLAR.MILLIKEN.PLLCTONY MILLIKENTHE MILLIKEN CORPORATIONTONYA STROBELWILSON BANK & TRUSTWAYNE ZUMWALTPUROCLEAN OFHENDERSONVILLE
Looking AheadCulture. Membership. Stewardship.These three simple but powerful words encapsulatethe strategic plan for Sumner REALTORS in 2022.We want to continue building a culture ofprofessionalism and service, where everymember has a welcoming, positive experience.We want to grow membership so we have moreresources to offer free programs like the NewREALTOR Academy and ACE certification, issueCE scholarships for the second year in a row, anddeliver more overall value back to our members.We want to give REALTORS and Partnersmore ways to engage with the association. Weare launching a Young Professionals Networkchapter in Sumner County and have createda Diversity, Equity and Inclusion committeethat will lead local efforts to promote a moreinclusive real estate community.And we will never compromise on practicingfinancial stewardship. Members should haveconfidence in the association operating efficientlyand effectively, where dues dollars are alwaysreinvested for members’ benefit.The Executive Committee has charted a coursefor the future of this association and while wehave set some lofty goals, we believe we canachieve them if we stay focused on what matters.As you have conversations with other REALTORS and Partners about the association, in youroffice or at the closing table or anywhere in thecommunity, help us spread awareness aboutwhat we are doing by using these three words:culture, membership, and stewardship.Dave ChaneyC2EXChief Executive Officer
p 615.824.6629e ionsumnerrealtors.com
ANNUAL REPORT 2021 1 *as of December 13, 2021 Goal: Surpass 900 REALTOR members Result: 906 primary and secondary REALTOR members* Goal: Add 10 new Preferred Partners Result: Totof al 87 primary and secondary affiliate members, with 39 new* Goal: Raise 50,000 for RPAC in total contributions
