WealthPlan let's agents set earnings goals and see how they can achieve these goals using Real's wealth-building opportunities, such as revenue-sharing, stock incentives.
With WealthPlan you can:
- See how your production goals (GSV and Unit targets) will impact your 5-year WealthPlan.
- Adjust your production goals to see how increasing production will impact your 5-year WealthPlan.
- See how the Stock Purchase Plan (SPP) can impact your wealth at various stock prices
- Set attraction goals - including how many agents you plan to attract to Real - and see how these goals will impact your 5-year WealthPlan.
- Track actual progress against your goals
- Learn more about Real's wealth building programs, and adjust your plan accordingly.
How to use WealthPlan
Step 1: Login to reZEN. Click WealthPlan on the left side.
Step 2: When you first login, you will see a welcome screen showing your current wealth. Please enter your personal goal, then click Get Started. Your personal goal should be the wealth you want to accumulate in the next 5 years.
Step 3: Real will create a default plan for you. Please review all the parameters and make adjustments based on your current production levels, where you want to be in the next five years, and what you think is feasible for your market. Once everything looks good, click Update Plan.
That's it! Real will show you a detailed plan based on the parameters you provided.
WealthPlan Features
Once your WealthPlan is setup, you can see a detailed plan based on the parameters you provided:
- The top shows your goal and your current projected earnings. If you aren't going to meet your goal, you might want to adjust the parameters under Earnings Overview to build a plan that helps you meet your goals.
- Your Goal shows your actual earnings to date, as progress toward your 5-year goal. Keep executing and monitoring your progress.
- Earnings Overview: shows all of Real's wealth building programs and how they are contributing to your wealth. Click on a program to adjust your goal.
- Learn more: click learn more on any of our programs to learn how they work.
Commission Income:
Edit your Unit and Sales Volume goals to see how higher production can help you build wealth.
Pre-Cap SPP + Bonus
On the right side, toggle to see how the SPP can contribute to your Wealth Goals. At the bottom, you can adjust the stock price to see how changes in the stock price will impact your wealth.
Want to learn more about our programs? Click Learn More to see information about each program.
Stock Award for Capping:
Based on your sales volume goal, we can determine whether or not you are likely to cap. Here, you can see your cap awards to-date and projected cap awards. You can adjust the stock price to see how growth in the stock price will improve earnings in this category.
Post-Cap SPP + Bonus
See how contributions after you cap will impact your wealth. You can adjust the stock price to see how growth in the stock price will improve earnings in this category.
Elite Agent:
Depending on your estimated production volume, you may not be on track to unlock the Elite Agent Awards. You can click Unlock to learn more and see how these programs can contribute to your wealth. As stock awards, you can adjust the stock price to see how growth in the stock price will improve earnings in this category.
Revenue Share Income:
If you want to participate in Revenue Share, you can set goals for how many agents you will attract to Real to see how this can impact your wealth. Use the sliders to increase your goal - or enter a goal in the box.