Download - December 31, 2015 - MIBOR
CORE PURPOSE: To provide a professional, supportive environment for MIBOR members.
VISION: That REALTORS® work in an environment that enables prosperity.
MISSION: Foster a healthy and orderly marketplace for members.
ROLE: To provide benefits and services to and on behalf of its members that they cannot reasonably do for/by themselves, nor can their company, nor can their franchise.
December 31, 2015
A professional trade organization, MIBOR exists for the following purpose, with a clear vision toward a simple mission.
MIBOR REALTOR® Association
GOAL 1 – A healthy, vibrant real estate market exists throughout the central Indiana region.
STRATEGIES - ACTIVITIES - RESULTS
1. Gain direct input into the direction setting and governance of local and regional economic development organizations
a. Through our sponsorship of the Central Indiana Council of Elected Officials (the 18 mayors and town council presidents from central Indiana) along with partnership with the Indy Chamber, we are beginning to compile a list of potential economic development and quality of life initiatives that we plan to submit for consideration (for funding) to the IEDC with the passage of the Governor’s Regional Cities Initiative. The Regional Cities Initiative requires the formation of a new Regional Development Authority (RDA) that will officially be charged with submitting the projects to be considered for funding. The law requires that at least four cities adopt an ordinance forming the RDA and positions will be appointed by the mayors of those cities. The Indy Chamber, with assistance from MIBOR, has been working to get RDA ordinances introduced and passed in Westfield, Carmel, Indianapolis and Greenwood. The four cities passed their respective ordinances creating the new Central Indiana Regional Development Authority. Chris Pryor from MIBOR was appointed by Mayor Brainard to serve on the RDA representing Carmel. The RDA holds its first meeting on 8/18/2015 to vote on projects that will be submitted to the IEDC for consideration. The new Central Indiana Regional Development Authority, representing Marion, Boone, Hamilton, Hancock, Hendricks, Johnson, Madison, Morgan, and Shelby Counties, has submitted the Indianapolis Regional Development Plan to the Indiana Economic Development Commission for consideration. The priority projects, identified through input from the Central Indiana Council of Elected Officials and Local Economic Development Organizations in the region include:
Red Line BRT – Phase I construction $15 M 16 Tech $10 M (infrastructure and facility development) Regional Trails and Bikeway development: $5 M
The entire plan and explanation can be found at: http://www.indychamber.com/files/5914/4043/6100/AGICC‐3725_Regional_Cities_Application_7.pdf
The IEDC will review the plans submitted from seven regions across the state in October and will announce two regions later this year that will receive funding. MIBOR, the Indy Chamber, Westfield Mayor Cook, CICP, Eli Lilly, IndyGo, and the MPO developed and presented the full plan to the Regional Cities Strategic Review Committee on 10/7. The presentation focused on why the Indy Region should be eligible for applying for the Regional Cities Initiative in light of recent comments from around that state that Indy should not be able to apply. The team presented on the
Objective A ‐ Maximize the effectiveness of those organizations whose mission it is to attract and retain jobs, promote capital investment, increase wages and develop the labor force.
fact that the Indy Region leads the state in job, wage, and population growth and is best positioned to help the state as a whole in those areas moving forward. However, even though we lead the state, we are losing significant ground in those areas when compared to our competitor cities, regions, and states.
b. Johnson County Development Corporation 2014 recap: 356 proposed retained jobs, 817 proposed new jobs, $98M proposed capital investment, 132 leads received/responded to.
c. Steve Bright will serve as the Past President for the Morgan County Economic Development Corp. on behalf of MIBOR.
d. Hancock County Economic Development 2014 recap: 96 RFIs (request for info), submitted to 40 active projects, completed 9 projects, 250 new jobs, $51M capital investment.
e. Hamilton County Economic Development 2014 recap: 32 announced projects, 3,555 proposed new jobs, $230M capital investment
f. Morgan County Economic Development 2014 recap: 116 project leads, 5 projects completed, 241 new job commitments, $5.9M in related payroll, $73M new private investment.
g. Steve Sullivan continues to represent MIBOR on the Indy Chamber coordinated Comprehensive Economic Development Strategy (CEDS) Steering Committee.
h. Exploring a research project with Convergence to help demonstrate the ROI from economic development investments. Continuing research and exploring partnership with the Indy Chamber staff researcher.
i. Participated in focus group for Live Indy. j. Met with Mindy Kenworthy, Executive Director of East Central Regional
Economic Development Corporation about potential REALTOR® and MIBOR involvement due to expansion.
k. Met with Rob Sparks of the Anderson/Madison County Economic Development Corporation to learn about investment process and key initiatives in their region.
l. Staff have been appointed by Mayor-Elect Hogsett to participate on two of his transition teams – one on talent attraction and one on transit.
m. Karen Deno was elected to serve as Vice President of the Hancock County Economic Development Corporation.
2. Provide resources that assist local and regional economic development organizations
a. Prepared a statement for the Hamilton County Economic Development Corporation on why MIBOR invests in the organization that will be used on marketing materials.
b. Continue to serve on the Indy Chamber Transportation, Infrastructure and Environment committee. Issues addressed recently include the Marion County electronic billboard proposal and the new justice center.
c. Collaborating with TechPoint and Develop Indy to prepare an infographic that demonstrates housing options and opportunity in central Indiana for tech start-ups.
d. Matt Braun with the Loyalty Research Center presented the results of the 2014 Economic & Community Development Survey to the Indy Partnership Advisory Board.
e. Coordinated introductions and meeting with Corby Thompson and Susan Reed of Indiana Municipal Power Association (IMPA) regarding how to engage residential developers with local economic development corporations in rural communities.
f. Attended the Plan 2020 open house and unveiling of draft. Circulating the draft to members and EDC for comment.
g. All LEDO investments, along with the Indy Chamber/Indy Partnership investments have been made this year.
h. Hosted Noblesville Works presentation for EDC members providing program information. Connected Morgan County EDC representative with Noblesville Works representative to discuss similar program initiatives.
i. Connected Noblesville Director of Economic Development (Judi Johnson) with the Speak Easy to discuss best practices in building collaborative community spaces.
STRATEGIES – ACTIVITIES – RESULTS
1. Help elect individuals that understand and support efforts to increase economic vitality and community wealth
a. MPAC Trustees and staff are conducting interviews with candidates running for mayor and city council in all of our communities to learn where the candidates stand on the issues for economic development, community quality of life, and real estate issues. These interviews will help to determine which candidates MIBOR will support in an effort to get them elected to office. Support can include our endorsement, financial support from RPAC, polling, voter data (walk lists, mailing lists, etc.), get out the vote efforts, and strategic campaign advice from staff and strategic partners like SGS (our source for polling and voter data). 39 of 46 candidates were successful in the primary election. See General Election updates under Goal 2.
2. Provide opportunities to increase the knowledge of elected and appointed officials of the components required for economic vitality and community wealth
a. Our interviews with the MPAC Trustees and candidates running for elected office provides a great opportunity for us to inform and reinforce the importance of these components.
b. Sponsoring a workshop on July 16 for local elected and appointed officials in central Indiana in coordination with the Indiana Land Use Consortium. The Nitty Gritty Work of Planning Commissions and Boards of Zoning Appeals will provide these officials with the basics of local land use planning and regulation.
c. Continue to sponsor the Central Indiana Council of Elected Officials where every other month the mayors and town council presidents have various presentations on economic and community development issues.
Objective B ‐ Maximize the level of support from elected and appointed officials for the components required for economic vitality and community wealth. (Government)
Objective C ‐ Maximize the effectiveness of those organizations whose mission it is to develop healthy communities. (Community Development)
d. Provided registration information for the Ball State University Economic Development Course as well as the Indiana Economic Development Association annual meeting to the incoming director for the Shelby County Development Corporation.
3. Advocate our position on federal, state, and local issues that impact economic vitality and community quality of life
a. Attended IAR’s 2015 Legislative Conference and relayed industry issues to elected officials at the Statehouse.
b. Continue to advocate for regional mass transit: Prepared an opinion editorial for President Kathy Hall that was
submitted to the Indy Star regarding MIBOR’s support of increase funding of the Public Mass Transportation Fund in the 2016 state budget.
Participated in 2016 referendum planning meeting with transit partners.
Exploring potential transit poll with Indy Chamber Participated and promoted Transit Day at the Statehouse 2016. Participating with a new Hamilton County Transit Coalition that is
working to promote transit opportunities for Hamilton County as part of a larger regional transit system. This group is also focused on organizing advocacy efforts for a possible transit referendum in 2016.
Sponsoring a workshop with coalition partners on Sept. 21-22 and bringing in a national transit consultant to begin drafting a campaign plan for a possible November 2016 Referendum.
Sent a letter of support to the US Department of Transportation on behalf of the MPO as they apply for a federal grant for completion of the Red Line.
c. Sent NAR Call For Action to all members regarding the federal transportation bill and opposing the expansion of G-fees as a funding source. The bill has since been amended to remove the G-fees and is awaiting a final vote. The bill passed without the expansion of G-fees.
STRATEGIES – ACTIVITIES – RESULTS
1. Gain direct input into the direction setting and governance of organizations who work to enhance community quality of life a. Staff will serve on Hamilton County Neighborhood Development (HAND) Growth
Content Committee this summer. MIBOR is working with HAND on their development of a housing issues conference that will take place November 10. The Neighborhoods NOW Conference will be an event for private firms, municipal
leaders, elected officials, and nonprofit professionals to address various housing challenges such as workforce housing, affordability, senior housing, and livability/neighborhood development. Staff is meeting with the staff at HAND to discuss next steps from items discussed at the conference including trying to form a county-wide housing advisory board in 2016.
b. Staff completed The Community Development Course at the Ball State University – Building Better Communities Program.
c. Continue to serve on the Health by Design Steering Committee. d. Continue to serve on the Reconnecting to Our Waterways (ROW) Economics and
Central Canal committees. Approved a plan for Kresge Grant along the Canal. e. Coordinating collaboration between Karen McGuire and the Irvington
Development Organization to add a Historic Preservation field to BLC® listings. f. MIBOR staff appointed to new Central Indiana Regional Development Authority. g. MIBOR staff made a presentation to interested parties (HAND) in Noblesville on
starting a business incubator.
2. Provide resources that assist organizations who work to enhance community quality of life. a. MIBOR was awarded a $15,000 Game Changer Grant for the Indianapolis Public
Safety Foundation Graffiti Abatement Program. This grant will add to an earlier investment by MIBOR as a way of partnering with the City of Indianapolis to address issues of crime. Specifically these investments will help fund a graffiti abatement trailer and supplies that will be used to remove and paint over graffiti throughout the city. Removing graffiti will help improve the perceptions of crime, property values and the impact of gangs in our neighborhoods. In addition, the program will employ and provide job training to re-entry individuals providing them with an opportunity to succeed at becoming a productive member of our community.
A kickoff event was held on June 24 where REALTOR® volunteers abated graffiti on several properties. The event included a press conference with MIBOR President Kathy Hall and Indianapolis Public Safety Director Troy Riggs. The new graffiti abatement truck and trailer displaying the MIBOR logo was also debuted. NAR published an article about the successful launch in its REALTOR® Action Center blog. The article was promoted to members in Fast Track, Industry Insider and on social media channels.
b. Participated in Health by Design and City of Indianapolis Spring 2015 pedestrian and cyclist count.
c. Providing housing data to Plan 2020 project team. d. Provided housing data for Live Indy benchmark metrics. Met with Live Indy team in
late July for a funding update and discussion about links from MIBOR.com to the Live Indy website launching Q4. Metrics and housing data previously provided where included in successful grant efforts by Live Indy to the Lilly Endowment and Wells Fargo LIFT grant program. Continued discussion with Live Indy technical team about directing Live Indy site users to MIBOR.com public search to search for active listings in designated areas. Appear to have found a solution within the Solid Earth product.
e. Participated in LISC FOCUS community development luncheon with 15 organizations.
f. Recently met with the Indianapolis Public Safety Foundation staff and MIBOR will be making a financial contribution to help with equipment, supplies, and labor for a new Graffiti Abatement Program that will begin to eliminate graffiti in the spring of 2015. Kathy Hall participated in an end of season media event with the graffiti
abatement unit on Oct. 22. Three media outlets covered the press event. The graffiti abatement unit and its crew worked 214 sites abating 15,630 square feet of graffiti around Indianapolis. Eight participants from RecycleForce’s re-entrant work program served on the GAU crew.
g. Continue to participate in Plan 2020 initiative and communicate the findings and plans to the MIBOR membership through our publications and social media channels. Staff participated in the newly formed Great Places 2020 Vitality Committee June 30th to review QOL efforts of various Marion County neighborhoods.
h. Working with Midtown CDC in Marion County to address issues with their TIF district revenue brought on by a new interpretation of TIF financing by the commissioner of the Indiana Department of Local Government Finance (DLGF). In short, the new interpretation requires the TIF to make up for any lost assessed value for property within the TIF district since it was created. The new interpretation ultimately means that the revenue that has been generated by the TIF is essentially eliminated and means that the TIF can no longer provide bonding for redevelopment projects in the TIF. Developers would have to find alternative financing that becomes much more difficult. In the end it is highly likely that these projects will not happen and redevelopment efforts are halted. The impact of this interpretation by DLGF is likely to impact additional TIF districts around the state but the impact is just beginning to be realized. DLGF has indicated it does not intend to change their approach. MIBOR has been working with Midtown to look at several possible solutions. One included taking the TIF authorization back to the City Council and Metropolitan Development Commission to modify the definition of the district by removing some of the properties that have lost assessment. We have also met with IAR government affairs staff to see if they might be able to influence the DLGF. IAR was unsuccessful at negotiations with DLGF so there have been discussions about possibly pursuing legislation in the upcoming session to change the language in the TIF regulations.
i. MIBOR was awarded a 5k Housing Opportunities Grant from NAR to support INHP Education on the Go programs. The grant will support 5 education days at local partner organizations between January-May 2016.
j. MIBOR has invested in Aspire Johnson County – a county-wide community development initiative program working on branding, talent retention, infrastructure, and quality of life assets.
k. Invested in Keep Indianapolis Beautiful. l. Invested in the Brown County Community Foundation.
3. Enhance the image of the central Indiana market.
a. See Graffiti Abatement program above.
4. Support the REALTOR® Foundation. a. 27 organizations submitted grant requests for 2015 funding. A total of 15
organizations were approved for a total of $120,000 from nearly $400,000 in requests. The organizations were formally introduced at a Donor wall event on 2/10/15. 70 MIBOR members were in attendance along with 25 representatives from the 15 grant organizations.
b. 32 organizations submitted grant requests for 2016 funding. A total of $394,902 in funding requests was made with an average request of $13,163. The grant committee recommendation to the Board of Directors was approved Nov. 17. The approved request was to fund 18 grants with a possible additional grant if the Annual Fund exceeds goal by at least $5,000. By exceeding the goal, a 19th grant to Visiting Nurses
Association was able to be awarded. The Donor Wall event on Feb. 16, 2016 will serve to introduce donors to the 18 organizations.
STRATEGIES – ACTIVITIES – RESULTS
1. Increase member buy-in and participation
a. Extended invitation to Boone Division from Boone County Economic Development Corporation for Broker & Developer Roundtable event.
b. Extended invitation to Southside Division from Aspire/Johnson County Development Corporation Power of Innovation Summit.
c. Working with the Indiana Business Research Center (IBRC) and member Lou Zickler to increase subscriptions and promotion of the Indiana Economic Digest for members.
d. The 2015 REAL Academy of Leadership presented top industry concerns to the Board of Directors. 21 out of 22 class members completed the requirements to graduate as Fellow of REAL.
e. Applications are being accepted through June 12, 2015 for the 2016 REAL Academy. New class was selected and announced on June 25.
f. Distributed the Crawfordsville downtown revitalization plan survey to the Montgomery County Division on behalf of the Montgomery County Economic Development Corporation.
g. Helped Western and Southside Divisions with speaker arrangements. h. Introduced Keep Indianapolis Beautiful to Division Leadership for speaking
engagements. i. Member Industry & Advocacy staff participated in the Anderson/Madison
County presentation session in Anderson. A welcome email was sent to all new Anderson members the following day and a second email was sent to all who did not open the first email. The emails received open rates of 57.5% and 22% respectively. All remaining who did not open received a personal email and phone call.
j. The MIBOR Economic Development Council kicked off the year with a review from Lee Lewellen, Executive Director, Indiana Economic Development Association on the roles they can play on the LEDO boards.
k. The REAL Academy planned for the future during the final class in April. Presentations will be made to the board of directors on April 22.
l. The REAL Academy focused on technology, RPR, INHP and the BLC® at the March 2015 session.
m. The REAL Academy of leadership focused on professional standards, license law, cybercrime and media training at the February 2015 session.
n. The REAL Academy of leadership focused on Diversity Issues at the January 2015 session.
o. Member Industry and Advocacy staff participated in division meetings to discuss the importance of RPAC, discuss government affairs updates and political affairs. The following divisions were visited: Southside, Eastern, Shelby, Morgan, Hamilton and Northside.
Objective D ‐ Maximize awareness about the issues that impact the quality of life in communities, and property values. (Consumers)
p. Conducted with MPO an educational meeting for members on the Red Line that is moving ahead of a regional referendum on mass transit. The Red Line will be the first of its kind all electric BRT (Bus Rapid Transit – like a hybrid train on rubber wheels) that will eventually extend from Westfield, through Indianapolis, to Greenwood. Operation could begin in 2018 with the first phase and have a dramatic impact on Transit Oriented Development (TOD) along this route. Over 60 attended.
q. Coordinated bringing Dax Norton, Whitestown Town Manager, to speak at Boone County Division to give an update on the many new developments happening in Whitestown. Also coordinated presentations from Zionsville City Councilor Tim Haak who will be the first elected Mayor of Zionsville, along with both Lebanon mayoral candidates Matt Gentry and Michelle Thomas.
2. Increase awareness about quality of life factors with other organizations
a. Exploring the next phase of the Community Preference Survey that would expand upon Quality of Life issues and potential housing assessments with the IU Public Policy Institute.
b. Working with the Indiana University Public Policy Institute to gather data on why people move to and from central Indiana.
c. Recently met with staff from Renew Indianapolis (formerly the Indy Land Bank) to explore issues of abandoned homes such as tracking the number and location of such homes along with strategies to address related issues. Conversations will continue.
d. Met with staff from Ball State University – Building Better Communities, to discuss how MIBOR can play a role in connecting communities in Central Indiana to programs like the Hometown Communities Initiative that is coordinated between Ball State, Purdue University, and the Indiana Office of Community and Rural Affairs (OCRA).
STRATEGIES – ACTIVITIES – RESULTS STRATEGIES-ACTIVITIES-RESULTS
WEB TRAFFIC TO THE STATS HOUSE®
Stats House® contract expired in August, 2015 and was not renewed.
HOME BASE (formerly CENTRAL INDIANA HOUSING UPDATE) E-NEWSLETTER
Month Recipients Completed Transmission Bounces
Total Opens
Unique Opens
Total Forwards
January ‘15
February ‘15 818 774 4.5% 223 27.3% 27
March ‘15 810 773 4% 325 26.5% 31
Objective E ‐ Maximize consumer awareness regarding the role of the housing professional in the local housing opportunities. (Homeowners)
April ‘15 788 757 3.9% 357 28.6% 41
May ‘15 782 769 3.8% 215 27.5% 34
June ‘15 788 751 3.4% 208 30.8% 13
July ‘15 788 743 2.4% 210 26.7% 31
Aug ‘15 758 744 1.8% 214 28.2% 26
Sept ‘15 754 739 2.0% 221 30.0% 30
Oct ‘15 753 735 2.3% 209 28.4% 38
Nov ‘15 758 727 2.5% 191 26.3% 47
Dec ‘15 754 725 2.4% 181 25.1% 5
The table below reflects BLC® listing service market activity for the three-month, six-month, 12-month and September only periods as reported in the Monthly Indicators Report. This data was released to the membership 12/21/15 and the media on 12/22/15.
The MIBOR Snapshot results:
Snapshot (formerly named Dashboard) 2014
2015
January 475 downloads 312 downloads
February
Data n/a due to website server change.
276 downloads
March 209 downloads 286 downloads
April 273 downloads 254 downloads
May 223 downloads 247 downloads
June 296 downloads 245 downloads
July 339 downloads 179 downloads
August 218 downloads 146 downloads
September 255 downloads
Google Analytics no allowing download. Accrinet on it.
October 213 downloads
Google Analytics no allowing download. Accrinet on it.
November 263 downloads
December 337 downloads 36 downloads (1/2
month only)
L. MEMBER DONATIONS TO THE REALTOR® FOUNDATION
As of 12/31/15, $157,813 was raised for the 2015 Annual Fund by 426 donors. The goal for 2015 is $140,000 from 500 donors. By comparison, the December 2014, the total was $134,848. 263 Donors renewed which represents a 66% donor retention rate, up from 61% in 2014. To date, transactional gifts make up 68% of all gifts and 31% of the total dollar volume.
Participation in REALTOR® Foundation social media activities – o Facebook “likes” 2091 in December which is like increase of 8 over November. In
December, on average, 766 people were reached daily directly with Foundation Facebook content, this is an increase from 168 in November.
o Twitter followers for December are 1,747; 111 impressions per day. o YouTube counts through December (total/lifetime views) were 2,457.
The Foundation Focus December newsletter had an open rate of 33.3% with 202
forwards.
Net revenue from the 2015 MIBOR Ball, which benefited the REALTOR® Foundation, was $50,345.25; a 19% increase from 2014. Attendance was 436 down from the 462 attending in 2014.
Net revenue from the 2015 Golf Outing, which benefited the REALTOR® Foundation, was $34,255; a 6% decrease from 2014. Attendance was 209, up 3 players from 2014.
M. MEMBERSHIP SURVEY AND FOCUS GROUP RESPONSES
O. FORECLOSURES
The 3rd Q 2015 foreclosure report, prepared by 10K Research, was delivered in late October. Below is an excerpt of the report showing the number and market share of new listings and closed sales of traditional and foreclosed properties. The next quarterly report is expected in late October.
P. VALUE AND APPRECIATION OF PROPERTY
Average price of sold property at historical highs.
Q. PERCEPTION OF MIBOR AND ITS ROLE IN ECONOMIC AND COMMUNITY DEVELOPMENT EFFORTS
2014 Economic and Community Development Study – Loyalty Research Center Oct. 2014
GOAL 2 – The Real Estate Industry is free of undue local restrictions, regulations or legislation.
Objective A – Prevent and/or costly restrictions and unnecessary legislation that impacts the real estate industry and/or property rights.
STRATEGIES – ACTIVITIES – RESULTS
1. Help elect individuals who are supportive of REALTOR® and homeowner issues a. RPAC:
i. 2015 RPAC Goal $99,427.56 (membership count 6,222) 2015 Raised to date: $103,039.60 (103% of Goal) 2015 Participation to date: 28%
ii. 2014 RPAC Goal: $86,820 (membership count 5,788) 2014 Raised to date: $73,251.96 (84% of Goal) 2014 Participation to date: 19% John Creamer will be the RPAC Fundraising Chair for 2015.
a. A fundraising breakfast for Mayor Jim Brainard was held on Friday, February 6, 2015. 35 MIBOR members attended the event at the Mansion of Oak Hill. Kathy Hall introduced the Mayor and the Mayor spoke to MIBOR members in attendance. The event raised
over $5,000 for the Mayor including the $5,000 MPAC check. All MIBOR members who live and/or work in Carmel were invited through numerous email campaigns, phone calls and invitations.
b. The 2015 Primary election filing deadline was Friday, February 6, 2015. Candidates running for office must have filed by that date. Lex has compiled lists from MIBOR’s counties of all of those candidates running for office. Slated candidates in Marion County have been identified, in addition to all other candidates seeking office. Staff will prioritize and identify key races. Lex has updated candidate questionnaires and profiles and will send out the questionnaires to be completed.
c. MPAC Trustees and staff are conducting interviews with candidates running for mayor and city council in all of our communities to learn where the candidates stand on the issues for economic development, community quality of life, and real estate issues. These interviews will help to determine which candidates MIBOR will support in an effort to get them elected to office. Support can include our endorsement, financial support from RPAC, polling, voter data (walk lists, mailing lists, etc.), get out the vote efforts, and strategic campaign advice from staff and strategic partners like SGS (our source for polling and voter data).
d. SGS, our source for polling and voter data, identified 2,087 MIBOR members with unmatched voter records. Voter registration efforts and communications were sent to these members encouraging them to check their registration, register to vote or confirm their registration. This email communication also provided the opportunity for members to forward to a friend. In addition, these communications stressed the importance of voting in the May Primary.
e. The MPAC Trustees and staff have concluded candidate interviews for mayor and city council. 44% of candidate profiles and questionnaires that were sent to candidates in contested races we returned for consideration. The MPAC Trustees spent over 20 hours interviewing candidates, in addition to reviewing candidate profiles and questionnaires. This Primary, the MPAC Trustees have identified 46 political candidates who are REALTOR® friendly. These candidates have been supported financially and/or endorsed by the MPAC Trustees:
Name Office
Andy Cook Westfield Mayor
Jim Ake Westfield Council At‐Large
Scott Fadness Fishers Mayor
Stuart Easley Fishers Council District N.E.
John Weingardt Fishers Council District S.C.
David George Fishers Council District S.W.
Pete Peterson Fishers Council District S.E.
Eric Moeller Fishers Council N.C.
Rich Block Fishers Council At‐Large
Cecilia Coble Fishers Council At‐Large
Todd Zimmerman Fishers Council At‐Large
John Ditslear Noblesville Mayor
Roy Johnson Noblesville Council District 1
Christopher Jensen Noblesville Council District 2
Gregory O'Connor Noblesville Council District 5
Megan Wiles Noblesville Council District 6
Mark Boice Noblesville Council At‐Large
Jim Brainard Carmel Mayor
Luci Snyder Carmel Council Southeast District
Sue Finkam Carmel Council Northeast District
Keith Griffin Carmel Council Southwest
Kevin Woody Rider Carmel Council At‐Large
Ron Carter Carmel Council At‐Large
Brett Ashton Zionsville Council District 2
Tom Schuler Zionsville Council District 3
Elizabeth Hopper Zionsville Council District 4
Susana Suarez Zionsville Council At‐Large
Jeff Papa Zionsville Council At‐Large
Huck Lewis Lebanon Mayor
Mark Myers Greenwood Mayor
Ronald Bates Greenwood Council District 4
Mike Campbell Greenwood Council At‐Large
Joe McGuinness Franklin Mayor
Chuck Fewell Greenfield Mayor
Kerry Grass Greenfield Council District 5
Robin Brandgard Plainfield Council Ward 4
Emory Lencke Brownsburg Council Ward 3
Donald Spencer Brownsburg Council Ward 4
Marcus Turner Avon Council At‐Large
Shannon Kohl Martinsville Mayor
Michael Lanam Martinsville Council District 3
Mark Mathis Mooresville Council District 3
Todd Barton Crawfordsville Mayor
Tom DeBaun Shelbyville Mayor
Rob Nolley Shelbyville Council Ward 3
Brian Asher Shelbyville Council At‐Large
Mike McQuillen Indianapolis City‐County Council District 4
Kerry Grass Greenfield City Council District 5
f. The MPAC Trustees have been interviewing candidates for the upcoming General Election in November. So far the following candidates have been supported. Additional interviews will continue in the coming weeks.
o Joe Hogsett, Mayor of Indianapolis o Indianapolis City-County Council:
Dist. 6 Janice McHenry
Dist. 11 Vop Osili Dist. 12 Blake Johnson Dist. 16 Jeff Miller Dist. 17 Zach Adamson Dist. 18 Ed Barnes Dist. 24 Jack Sandlin Dist. 19 Ben Hunter Dist. 25 Aaron Freeman Dist. 21 Anthony Davidson Dist. 20 Jason Holliday
o Steve Collier, Mayor of Lawrence o Tim Haak, Mayor of Zionsville
g. MIBOR was a sponsor of the Indy Chamber HobNob on September 3. h. MIBOR is with a coalition of education reform organizations including the Indy Chamber,
Stand for Children, and others to identify and recruit the next set of candidates for IPS School Board. Those elections will happen in November of 2016.
2. Provide opportunities to increase the knowledge of elected and appointed officials of the issues that are important to REALTORS® and homeowners
a. Our interviews with the MPAC Trustees and candidates running for elected office
provides a great opportunity for us to inform and reinforce the importance of these components.
3. Advocate our position on federal, state, and local issues that impact the real estate
industry and homeownership
a. MIBOR staff and members attended the IAR Legislative Conference and Statehouse Visit to meet with members of the Indiana General Assembly on several key issues and bills currently before the legislature.
b. Rental Registration: MIBOR continues to educate membership on Indianapolis rental registration requirement. MIBOR recently learned that there is an additional $2 fee to the rental registration that city officials claim is a processing fee. This is above the $5 fee stated in the proposal and is beyond what state law allows. MIBOR has raised these issues with officials and is working to have them removed. Additionally, MIBOR will be closely monitoring the success or failure rate of the registration and will continue efforts to have the registry repealed if it fails to register all rental property. MIBOR has asked Councillor Miller to ask Dept. of Code Enforcement to report to the full council on the status of the registry as required in the ordinance and report on the benchmark measures adopted at the urging of MIBOR.
c. Continue to oppose Indianapolis Proposal 215 which would force all landlords to accept Section 8 vouchers. (also see Objective B, 3 a. below)
d. Opposing proposal in Beech Grove that attempts to address problem tenants and nuisance property by forcing landlords to evict tenants that have been suspected of behavior that has been deemed a nuisance or unacceptable by the city. Despite opposition from MIBOR, the Indiana Apartment Association, and several businesses, the Beech Grove City Council adopted this proposal. MIBOR and the IAA continue to believe there are several portions of the newly adopted
ordinance that are not legal. IAA may consider legal action if the city enforces the ordinance. MIBOR will monitor this issue to see what happens next.
e. Working with Indianapolis City County Councilor Christine Scales to repeal or modify the existing fire inspection ordinance that requires commercial property owners to self-inspect their property while also including a fire inspection fee. Recently met with BOMA and we are raising questions about this issue during the budget hearings for public safety. Committee hearing is set for 9/16.
f. Monitoring a proposed Bank Foreclosure Home Maintenance ordinance that addresses “Zombie Homes” – homes that have been abandoned after foreclosure process has initiated. The Council wishes to require banks maintain these properties that have often been neglected. However, the state legislature passed legislation this past session that prohibits cities from taking such action. The Council is passing the ordinance, even though it will have no impact because of the new state law, to make a statement to the legislature. The banking lobby is not happy with this effort and has been fighting the proposal.
g. Working with the final approval process for Indy Rezone which will establish a new set of zoning regulations for Indianapolis. This will replace the existing zoning ordinance that has been in place since 1970 to reflect the conditions and development climate of the 21st century. MIBOR has supported the effort to update the zoning regulations and been involved in several Indy Rezone committees working on these changes. Council committee hearings are set for late July and final adoption by the full council should happen in August. Final adoption has been pushed back until September to allow for more review. The new zoning code was adopted by the full council.
h. Unsuccessfully opposed a proposal that was geared towards addressing gentrification of lower income residents who find themselves in a now hot-market area where property values and assessments are rising quickly. The ordinance seeks to give tax abatements to certain homeowners. MIBOR expressed concern over this proposal because it shifts property tax burdens to others, chips away at recent property tax reforms, and it works against many efforts to reinvest in neighborhoods. The ordinance cannot be enforced without a change to state law. Councillors passed it regardless as a way to send a message to the legislature. We also believe that providing tax breaks to certain property owners and not others may be unconstitutional.
i. Served on Impediments to Fair Housing Committee for the City of Indianapolis. The city is required by HUD to conduct this process and the two areas that were identified by the city for the committee to address were 1.)visitability – requiring all new homes to have at least one no-step entry, 32 inch entry doors and at least one wheelchair-accessible bathroom so that persons with disabilities could visit the home, and 2.) requiring all rental property to accept Sect. 8 vouchers. MIBOR opposed both of these proposals. The final action of the committee was to make no recommendations. In a recent non-scientific survey of MIBOR members, 95% of respondents said that visitability standards should be a personal choice and not mandated.
j. Sent NAR Call For Action regarding federal transportation bill and opposing the expansion of G-fees as funding source.
k. Reviewing proposed wellfield protection standards being considered by Marion County Health and Hospital that would establish standards for commercial buildings in order to protect groundwater. MIBOR engaged Bill Beraneck with the Indiana Environmental Institute along with some commercial REALTORS® to review the proposal. Several areas of concern have been identified and MIBOR will be working to address these with Marion County Health and Hospital. The
proposal is supposed to be considered and voted on by the health board in early 2016.
4. Increase government affairs efforts by other REALTOR® Boards to impact the effects
legislation has on legislation in the MIBOR service area.
STRATEGIES – ACTIVITIES – RESULTS
1. Help elect individuals who are supportive of REALTOR® and homeowner issues
a. MPAC Trustees and staff are conducting interviews with candidates running for mayor and city council in all of our communities to learn where the candidates stand on the issues for economic development, community quality of life, and real estate issues. These interviews will help to determine which candidates MIBOR will support in an effort to get them elected to office. Support can include our endorsement, financial support from RPAC, polling, voter data (walk lists, mailing lists, etc.), get out the vote efforts, and strategic campaign advice from staff and strategic partners like SGS (our source for polling and voter data).
b. The following candidates have been financially supported by the MPAC Trustees:
Name Office $ Contributions
Andy Cook Westfield Mayor $3,500
Jim Ake Westfield Council At‐Large
$1,000
Stuart Easley Fishers Council District N.E.
$500
John Ditslear Noblesville Mayor $1,000
Roy Johnson Noblesville Council District 1
$750
Christopher Jensen Noblesville Council District 2
$750
Megan Wiles Noblesville Council District 6
$250
Mark Boice Noblesville Council At‐Large
$750
Jim Brainard Carmel Mayor $5,000
Luci Snyder Carmel Council Southeast District
$1,000
Sue Finkam Carmel Council Northeast District
$1,500
Kevin Woody Rider Carmel Council At‐Large $1,000
Tom Schuler Zionsville Council District 3
$650
Brett Ashton Zionsville Council District 2
$500
Objective B – Introduce and/or promote legislation and regulation that benefits the real estate industry and/or property rights.
Elizabeth Hopper Zionsville Council District 4
$750
Susana Suarez Zionsville Council At‐Large
$200
Jeff Papa Zionsville Council At‐Large
$200
Huck Lewis Lebanon Mayor $500
Chuck Fewell Greenfield Mayor $500
Mark Myers Greenwood Mayor $250
Mike Campbell Greenwood Council At‐Large
$750
Joe McGuinness Franklin Mayor $250
Shannon Kohl Martinsville Mayor $2,000
Todd Barton Crawfordsville Mayor $1,000
Michael Lanam Martinsville Council District 3
$500
Emory Lencke Brownsburg Council Ward 3
$500
Donald Spencer Brownsburg Council Ward 4
$500
Marcus Turner Avon Council At‐Large $750
Tom Debaun Shelbyville Mayor $250
Rob Nolley Shelbyville Council Ward 3
$500
Brian Asher Shelbyville Council At‐Large
$500
Keith Griffin Carmel Council Southwest
$500
Ron Carter Carmel Council At‐Large $500
Mike McQuillen Indianapolis City‐County Council District 4 $2,500
Kerry Grass Greenfield City Council District 5 $500
c. The following candidates have received SGS voter data, walk, phone and email lists:
Huck Lewis Lebanon Mayor
Todd Barton Crawfordsville Mayor
Luci Snyder Carmel Council Southeast District
Stuart Easley Fishers Council District N.E.
Tom Schuler Zionsville Council District 3
Kerry Grass Greenfield City Council District 5
d. 85% of our supported candidates were victorious on Election Day:
Name Office Results
Andy Cook Westfield Mayor WIN
Jim Ake Westfield Council At‐Large WIN
Scott Fadness Fishers Mayor WIN
Stuart Easley Fishers Council District N.E. LOSS
John Weingardt Fishers Council District S.C. WIN
David George Fishers Council District S.W. WIN
Pete Peterson Fishers Council District S.E. WIN
Eric Moeller Fishers Council N.C. WIN
Rich Block Fishers Council At‐Large WIN
Cecilia Coble Fishers Council At‐Large WIN
Todd Zimmerman Fishers Council At‐Large WIN
John Ditslear Noblesville Mayor WIN
Roy Johnson Noblesville Council District 1 WIN
Christopher Jensen Noblesville Council District 2 WIN
Gregory O'Connor Noblesville Council District 5 WIN
Megan Wiles Noblesville Council District 6 WIN
Mark Boice Noblesville Council At‐Large WIN
Jim Brainard Carmel Mayor WIN
Luci Snyder Carmel Council Southeast District LOSS
Sue Finkam Carmel Council Northeast District WIN
Keith Griffin Carmel Council Southwest LOSS
Kevin Woody Rider Carmel Council At‐Large WIN
Ron Carter Carmel Council At‐Large WIN
Brett Ashton Zionsville Council District 2 LOSS
Tom Schuler Zionsville Council District 3 WIN
Elizabeth Hopper Zionsville Council District 4 WIN
Susana Suarez Zionsville Council At‐Large WIN
Jeff Papa Zionsville Council At‐Large WIN
Huck Lewis Lebanon Mayor LOSS
Mark Myers Greenwood Mayor WIN
Ronald Bates Greenwood Council District 4 WIN
Mike Campbell Greenwood Council At‐Large WIN
Joe McGuinness Franklin Mayor WIN
Chuck Fewell Greenfield Mayor WIN
Kerry Grass Greenfield Council District 5 WIN
Robin Brandgard Plainfield Council Ward 4 WIN
Emory Lencke Brownsburg Council Ward 3 LOSS
Donald Spencer Brownsburg Council Ward 4 LOSS
Marcus Turner Avon Council At‐Large WIN
Shannon Kohl Martinsville Mayor WIN
Michael Lanam Martinsville Council District 3 WIN
Mark Mathis Mooresville Council District 3 WIN
Todd Barton Crawfordsville Mayor WIN
Tom DeBaun Shelbyville Mayor WIN
Rob Nolley Shelbyville Council Ward 3 WIN
Brian Asher Shelbyville Council At‐Large WIN
e. 95% of MIBOR RPAC supported and endorsed candidates were victorious on General Election Day.
Name Office Results
Andy Cook Westfield Mayor WIN Jim Ake Westfield Council At‐Large WIN Scott Fadness Fishers Mayor WIN John Weingardt Fishers Council District S.C. WIN David George Fishers Council District S.W. WIN Pete Peterson Fishers Council District S.E. WIN Eric Moeller Fishers Council N.C. WIN Rich Block Fishers Council At‐Large WIN Cecilia Coble Fishers Council At‐Large WIN Todd Zimmerman Fishers Council At‐Large WIN John Ditslear Noblesville Mayor WIN Roy Johnson Noblesville Council District 1 WIN Christopher Jensen Noblesville Council District 2 WIN Gregory O'Connor Noblesville Council District 5 WIN Megan Wiles Noblesville Council District 6 WIN Mark Boice Noblesville Council At‐Large WIN Jim Brainard Carmel Mayor WIN Sue Finkam Carmel Council Northeast District WIN Kevin Woody Rider Carmel Council At‐Large WIN Ron Carter Carmel Council At‐Large WIN Tim Haak Zionsville Mayor WIN Tom Schuler Zionsville Council District 3 WIN Elizabeth Hopper Zionsville Council District 4 WIN Susana Suarez Zionsville Council At‐Large WIN Jeff Papa Zionsville Council At‐Large WIN Mark Myers Greenwood Mayor WIN Ronald Bates Greenwood Council District 4 WIN Mike Campbell Greenwood Council At‐Large WIN Joe McGuinness Franklin Mayor WIN Chuck Fewell Greenfield Mayor WIN Kerry Grass Greenfield Council District 5 WIN Robin Brandgard Plainfield Council Ward 4 WIN Marcus Turner Avon Council At‐Large WIN Shannon Kohl Martinsville Mayor WIN Michael Lanam Martinsville Council District 3 WIN
Mark Mathis Mooresville Council District 3 WIN Todd Barton Crawfordsville Mayor WIN Tom DeBaun Shelbyville Mayor WIN Rob Nolley Shelbyville Council Ward 3 WIN Brian Asher Shelbyville Council At‐Large WIN Joe Hogsett Indianapolis Mayor WIN Christine Scales Indianapolis City‐County Council District 3 WIN Mike McQuillen Indianapolis City‐County Council District 4 WIN Janice McHenry Indianapolis City‐County Council District 6 WIN Vop Osili Indianapolis City‐County Council District 11 WIN Blake Johnson Indianapolis City‐County Council District 12 WIN Jeff Miller Indianapolis City‐County Council District 16 WIN Zach Adamson Indianapolis City‐County Council District 17 WIN Eddie Barnes Indianapolis City‐County Council District 18 LOSS Ben Hunter Indianapolis City‐County Council District 19 LOSS Jason Holliday Indianapolis City‐County Council District 20 WIN Anthony Davidson Indianapolis City‐County Council District 21 LOSS Jack Sandlin Indianapolis City‐County Council District 24 WIN Aaron Freeman Indianapolis City‐County Council District 25 WIN Steve Collier Lawrence Mayor WIN
2. Provide opportunities to increase the knowledge of elected and appointed officials of the issues that are important to REALTORS® and homeowners
a. Our interviews with the MPAC Trustees and candidates running for elected office
provides a great opportunity for us to inform and reinforce the importance of these components.
b. REALTORS® Legislative Meetings and Trade Expo- REALTORS® from across the country met in Washington, D.C. for the annual Legislative Meetings and Trade Expo. This weeklong opportunity allowed interested MIBOR members, staff and the Board of Directors to meet with federal, elected officials to discuss real-estate related issues. Four major issues were discussed with Sen. Coats, Sen. Donnelly, Rep. Rokita, Rep. Carson, Rep. Messer, Rep. Young and Rep. Brooks. These issues included: 1) REALTOR® Housing Finance Issues- FHA importance; 2) REALTOR® Tax Issues- MID, property tax deduction, mortgage debt forgiveness, like-kind exchanges; 3) REALTOR® Business Operations Issues- patent litigation reform, data security, mortgage choice; 4) REALTOR® Commercial Real Estate Issues- like-kind exchanges, leasehold improvements. These legislative meetings provide a fantastic opportunity to meet with elected officials and advocate for REALTOR® issues and form/preserve existing relationships with officials and staff.
c. MIBOR invited Mayor-elect Joe Hogsett to attend the December board meeting to discuss issues of mutual interest.
3. Advocate our position on federal, state, and local issues that impact the real estate
industry and homeownership
a. Working with IAR and Indiana Apartment Association, legislation was introduced at the Indiana General Assembly that prohibit local units of government from adopting regulations that would force landlords to accept Section 8 vouchers. Bill passed the House 77-19 and now moves to the Senate for consideration. If passed, this bill will put an end to Proposal 215 which MIBOR continues to fight before the Indianapolis City County Council. The bill was passed and signed by the Governor.
b. MIBOR staff and members attended the IAR Legislative Conference and met with
legislators at the statehouse to lobby several pieces of legislation currently being followed by IAR.
c. An NAR Call for Action was initiated by MIBOR on 11/11/15 regarding the use of
g-fees to the entire membership. The ask was made by Kathy Hall and directed members to a website to send emails to their federal representatives in Congress. As of 12/08/15, 582 members took action by responding. 582 members represent 11.54% of MIBOR participation.
d. An NAR Call for Action was initiated by MIBOR on 07/14/15 regarding the Stop
Patent Trolls. The call for action generated 416 MIBOR members participating and represented 8.25% of MIBOR participation.
4. Increase government affairs efforts by other REALTOR® Boards to impact the effects
legislation has on legislation in the MIBOR service area. a. While not another REALTOR® Board, MIBOR helped the Zionsville Chamber of Commerce
(a strategic partner organization) develop a Political Action Committee that will work to support candidates who will support economic and community development efforts and work to enhance quality of life and the business environment in their community.
5. REALTORS® Legislative Meetings and Trade Expo took place from May 11th to May 16th.
MEMBER & INDUSTRY ADVOCACY
Summary of Measurements of Activities
January – April 11, 2014
A. SURVEY ELECTED OFFICIALS (CREDIBILITY AND PERSUASIVENESS)
B. CONTINUE TO SURVEY MEMBERSHIP (CREDIBILITY AND EFFECTIVENESS)
C. MEDIA EXPOSURE (LOCAL NEWSPAPERS AND MEDIA SOURCES)
D. CREATE A REGULATORY SCORE CARD TO KEEP TRACK OF OUR WINS AND LOSSES
E. MEMBERSHIP PARTICIPATION IN RPAC
GOAL 2 MEASUREMENTS
Years 2010 2011 2012 2013 2014 2015
Membership ® 6,005 5,815 5,531 5,541 5,788 6,222
Goal ($15/member) $90,075.00 $87,225.00 $82,965.00 $83,115.00 $86,820 $99,427.56
Amount Raised $75,563.51 $70,175.74 $69,928.83 $71,149.72 $73,251.96 $103,039.60
% of Goal 84% 80% 84% 86% 84% 103%
Contributors 1,509 1,182 1,426 1,109 1,054 1,746
Participation 26% 20% 26% 20% 18% 28%
Average Contribution $48.74 $57.46 $48.65 $63.48 $64.99 $56.25
Crystal R's ($2,500‐$4,999) 0 0 1 1 2 2
Sterling R's ($1,000‐$2,499) 7 14 9 11 9 20
REALTOR 500 ($500‐$999) 1 1 4 6 11 15
Capitol Club ($250‐$499) 21 23 21 31 20 17
$99 Club ($99‐$249) 240 214 190 205 196 239
F. NUMBER OF REAL ESTATE FRIENDLY OFFICIALS
G. MEASURE WEB SITE HITS ON LOCAL LEGISLATIVE ISSUES
H. SUCCESS OF MPAC (GETTING THE RIGHT PEOPLE ELECTED)
I.MEASURE AGENT PARTICIPATION
J. MEMBERSHIP AWARENESS OF RPAC
1) On May 27th and June 3rd, an RPAC email campaign occurred with using the national Aristotle system. A custom made email from John Creamer was sent out to the entire MIBOR membership regarding the importance of making an RPAC investment. This was planned to occur right before dues billing. The June 3rd email was a follow-up email to those members who did not open the first email. This email campaign linked members up to Aristotle and made making an RPAC contribution simple.
2) John Creamer has been calling the MIBOR Board of Directors, MPAC Trustees and Past Presidents asking for an RPAC investment or pledge. John has also been requesting that those who invest or pledge make a personal ask to their co-workers and MIBOR friends. To date, 19 BOD, MPAC Trustees and Past Presidents have agreed to send out an RPAC email to MIBOR friends and co-workers explaining RPAC and the importance of making an investment with the ask.
Year Total Billed Count Contributor Count
% of Members Contributing Thru Dues $ Contributions Thru Dues
% of Total $ Raised Thru Dues Total $ Raised
2015 7,100 1,557 22% $54,562.18 55% $103,039.60
2014 6,626 981 15% $40,297.95 55% $73,251.96
2013 6,154 1,011 16% $40,325.59 56% $71,149.72
2012 6,087 1,292 21% $46,264.01 66% $69,928.83
2011 6,384 1,165 18% $46,439.08 66% $70,175.74
2010 6,599 1,446 22% $55,513.42 73% $75,563.51
3) John Creamer, IAR, MIBOR and an RPAC Fundraising consultant have been meeting to discuss RPAC fundraising strategies for 2015. Execution of the strategies will take place in July and last throughout the year.
a. RPAC Major Donor dinner has been set for September 16th. The fundraising strategy for this year has changed and this will be a ticketed event with sponsorship levels. State Senator Jim Merritt will be the guest speaker, along with an NAR representative.
4) MIBOR Government Affairs staff has attended and will continue to attend division meetings throughout the entire region to discuss current government and political affairs issues, in addition to RPAC.
5) An RPAC informational article with an RPAC educational video was sent to membership in Fast Track:
6) Conducted October Phone Bank. Fast Track – Advocacy Issue – July 2015 26.6% open rate, 1,724 of 6,472 opens 1.6% click through rate, 101 clicks 242 forwards 9 clicks on the RPAC article
K. MEMBERSHIP SURVEY AND FOCUS GROUP RESPONSES
L. ACCESS TO FAST TRACK AND SPECIFIC ARTICLE/ISSUES/INFORMATION
The four-week readership rate for REALTOR® Weekly (formerly Fast Track) is below:
2014
Open Rate
2014
Forwards
2015
Open Rate
2015
Forwards
Jan 36.80% 1,647 37.1% 3,008
Feb 39.70% 2,271 39.1% 2,966
Mar 37.9% 1,776 37.1% 2,966
Apr 39.7% 2,215 35.3% 2,407
May 30.8% 1,253 35.0% 3,331
Jun 35.7% 1,866 34.9% 3,395
Jul 37.6% 2,385 34.6% 2,243
Aug 38.8% 2,259 37.8% 3,593
Sept 39.9% 3,025 39.7% 3,303
Oct 36.0% 2,741 37.7% 2450
Nov 34.4% 2,046 36.0% 3,439
Dec 37.4% 3,252 37.7% 3,024
The four-week readership rate for Industry Insider (formerly Broker Blast) is below:
2014
Open Rate
2014
Forwards
2015
Open Rate
2015
Forwards
Jan 35.40% 217 41.3% 551
Feb 34.50% 160 42.3% 336
Mar 32.0% 204 35.0% 261
Apr 37.9% 191 32.5% 202
May 36.9% 184 38.4% 417
Jun 39.7% 124 34.8% 274
Jul 42.0% 313 33.7% 357
Aug 34.3% 144 31.7% 216
Sept 37.1% 109 36.9% 242
Oct 35.6% 227 30.7% 183
Nov 36.5% 264 33.0% 289
Dec 36.7% 190 35.0% 169
M. PARTICIPATION IN VOTER VOICE
N. PARTICIPATION IN SOCIAL MEDIA ACTIVITIES
Facebook “likes” total 2,809 in December. This is an increase of 42 likes from November. On average, 605 people were reached daily through MIBOR Facebook messaging; this is an increase from 379 in November. The average daily engagement is 27.6 people, an increase from 11.2 in November.
Twitter followers for December were 3,012; 290 impressions per day. There were 15 mention/retweets in December.
YouTube counts through November were 27,650.
The MIBOR LinkedIn Group has 613 members, no change from November.
O. ENGAGEMENT IN “JUST ASK DONA” PROGRAM
Facebook “friends” total 2,501 in December. (No analytics because it is a profile and not a page.)
Twitter: 3,425 tweets through December; 689 followers. In December, 315 questions originated via email issues resolved; 31 questions
originated via text message resolved; 83 questions originated via Facebook resolved
Email question topics
Topic Email
Professional Services Dept 2
Membership (General) 4
Affiliate Membership 12
Divisions 31
BLC® Rules 6
BLC® Matrix™ 27
BLC® General 8
Realist 2
In memory 1
Changing Member Info 2
REALTOR® Weekly 2
mibor.com 3
MIBOR Ball 215
Facebook question topics:
Topic Facebook
Professional Services Dept 6
New Members 4
BLC® Matrix™ 27
BLC® Rules 21
MIBOR Bal 27
Divisions 6
License Law Q’s 6
Membership (General) 4
mibor.com 1
Realist 5
REALTOR® Weekly 3
New Member Outreach – 204 opens and 94% open rate in December email. The top two clicked URLs: Member Benefits and REALTOR.org
GOAL 3 – Members’ transactions are efficient.
STRATEGIES
1. Generate and/or distribute market and demographic materials and data to members 2. Increase member satisfaction of the BLC® listing service 3. Enable the connectivity through outsourcing MIBOR’s Internet based BLC® listing
service\data with a broker’s tools such as call desk, IDX and e-transaction Management products
4. Promote availability of online services and membership access in BLC® listing service training classes, orientation and office meetings
5. Expand and maintain a comprehensive database system that includes a Geographical Information System (GIS) tied to regional expansion.
6. Improve member perception of value provided by MIBOR regarding efficient transactions 7. Promote availability of products and services that would enable flow of transaction data 8. Maximize the geographic area available to MIBOR members
ACTIVITIES
1. In December of 2015, there were 264,834 total logins with 6,899 unique users in the Matrix
System. The average daily unique users were 2,763 with a peak number of daily unique users of 3,732 on Monday, December 7, 2015.
2. Transition telephone Support - 555 support calls were answered by the support staff on Wednesday September 9th about double the typical daily average. 13 of those calls were answered after hours (5-7pm). 32 calls were answered by Corelogic’s call Center on that day. There were 448 total calls on Thursday, September the 10th with 4 of those calls answered after hours and 37 by Corelogic. A total of 9,393 called were answered in September of 2015. That compares with 6,417 in September of 2014.
3. The native iPhone, iPad and Android product named MIBOR Mobile will continue to be available along with the Matrix System. Corelogic has licensed the GoMLS product that MIBOR Mobile is developed on and hired the programming staff. The application is both a consumer and agent/broker product available in the Apple App Store or through Google Play. Consumers have the ability to associate their version with their agent/broker, agent/brokers will use their BLC® listing service login to view off market properties, agent only fields and other advanced features.
Objective A – Minimize time and effort to enter listing data, search for and identify properties.
Objective C – Maximize the accuracy of data.
In December of 2015, there were 10,643 unique users that used the MIBORMobile app who performed 72,761 session. That compares with 8,539 unique users who performed 58,632 sessions in December of 2014. The peek use day was Sunday, December 13 with 1,893 users. April 19th, 2015, with 2,670 users accessing, was the highest single day number of users accessing the app since inception. The top 5 devices in October of 2015:
Apple 54,448 Sessions Samsung Devices 13,775 Sessions Motorola 1,416 Sessions LG Devices 1,385 Sessions HTC Devices 379 Sessions
4. The redesigned MIBOR.com listing portal by Solid Earth began running standalone on
September 10th. Usage found under mibor.com charts.
ACTIVITIES
1. Provide a public website of REALTOR® listing information.
RESULTS Total unique users to the MIBOR.com public search website was 57,070 in December, 2015.
2. The Solid Earth public listing search site became available July 1, 2015 and was transitioned as the only site on September 10th, 2015. - In December 2015 there were 58,872 unique visitors that performed 113,111 sessions
on the property.mibor.com website - Total Page views for the site was 1.54 million.
ACTIVITIES
With the implementation of Matrix, an added “Active with Contingency” status will be added to the system and used for all listings with a contingency. IDX vendors and syndicators will display both Active and Active with
Objective B – Maximize ability to show properties.
Objective D – Enable efficient flow of the transaction process.
Objective E – Maximize the geographic area available to MIBOR members.
25.00
27.00
29.00
31.00
33.00
35.00
37.00
39.00
41.00
43.00
June
12
Aug
12
Oct
12
Dec
12
Fe
b 13
Apr
13
June
13
Aug
13
Oct
13
Dec
13
Fe
b 14
Apr
14
June
14
Aug
14
Oct
14
Dec
14
Fe
b 15
Apr
15
June
15
Aug
15
Oct
15
Dec
15
Average Number of Days from Pended to Closed
Contingency listings with a status field that states which status. The contingency field will remain in place and include the type of contingency associated with the listing.
Fusion Experience for Apple and Android devices is no longer available. Users may now use the Puffin browser for the Fusion Experience features. Puffin may be downloaded at no charge.
1. Sentrilock Lockbox Reciprocity Agreements in place for Crossroads Association of
REALTORS® (Columbus), Mid-Eastern Indiana AOR, RACI (Kokomo) and Terre Haute Area Association of REALTORS®. With signed user agreement the user may use the home association Sentrilock card in the other associations’ Sentrilock lockboxes.
2. Sentrilock SentriSmart available as of April 15th, 2014. SentriSmart is an application that is used to open Sentrilock lockboxes with your iPhone, iPad or Android device. It will work with both the Silver and Blue NXT lockboxes. The service is included in the technology fee but may only be used on one device per active subscriber. The app provides a one day code that the user types into the Lockbox to access the key compartment without having to use their Sentrilock card. - 2,000 subscribers are registered and have downloaded the SentriSmart app. - 21,568 Access codes have been created by the app as of 12/7/2015.
3. An updated version of the SentriSmart app became available in November that requires Apple Devices to be running iOS 7 or later.
A. LENGTH OF TIME FROM PENDED TO CLOSE
GOAL 3 MEASUREMENTS
B. SYSTEM AVAILABILITY AND PERFORMANCE There were No unplanned MATRIX system outages in December of 2015. On January 6, 2016 at 12:50 pm, Realist experienced a 15 minute outage. Corelogic reported a faulty memory module in one of the four Oracel servers which Realist interacts with as the cause.
November 19th Realist experienced intermittent unavailability for a 23 minute period for users accessing through certain Internet Service Providers.
Add/edit was unavailable the afternoon of September 8th in preparation to the final cutover to Matrix on September 9th.
November 11th between 10:29 am & 10:56 am the Tempo and Fusion systems were not available. A change made to Internet Firewall was found to have mistakenly deleted objects rendering the web servers inaccessible externally. The objects were restored to the firewall restoring service. Evidently disciplinary action was taken on the engineer who made the unauthorized change and a restatement of the proper change policy was communicated to the entire Corelogic IT staff.
Tuesday, September 30th between 2:45pm to 4:37pm-EST and Wednesday, October 1st between 4:12pm to 4:26pm-EST users were unable to access the Tempo and Fusion applications. Note that this outage did not affect the Matrix services for those Corelogic customers using Matrix. The two outages were related. The outages were caused by network a switch failure within the components of the firewall. Dell*, the hosting service fir the site, and Cisco are confident that the repair and the redundancy that is in place will eliminate a single point of failure in the future.
*During the summer of 2014 Corelogic moved all Tempo and Fusion services out of the First American Data center to a Dell hosted service.
C. NUMBER OF CONTACTS VERIFYING INFORMATION REGARDING LISTINGS o
The Data Checker program was implemented in April 2008. Data Checker automatically checks new and modified listings to verify compliance with BLC® Listing Service Rules, Regulations, Policies, and Procedures.
D. TRACK DATA CHECKER FINES
For December, there were 4 list date violation fines ($100) issued.
+++List
0100200300400500600700800900
1000
Dec13
Feb14
Apr14
Jun14
Aug14
Oct14
Dec14
Feb15
Apr15
Jun15
Aug15
Oct15
Dec15
Est Close Date Closed Date List Date Tax ID
Comments Unrelated Contact Info # of Images Miscellaneous
3/14
4/14
5/14
6/14
7/14
8/14
9/14
10/14
11/14
12/14
1/15
2/15
3/15
4/15
5/15
6/15
7/15
8/15
9/15
10/15
11/15
12/15
List Date 16 16 24 10 24 4 15 10 4 0 9 6 6 8 2 6 9 6 2 2 2 4
# of Images 0 25 24 0 0 0 0 0 0 0 0 30 0 0 0 0 0 0 0 0 0 0
Exempt Listing 0 1 2 0 0 0 0 0 0 0
05101520253035
E. SEARCHES ON THE INTERNET – AVERAGE MONTHLY SEARCH SITE VISITS *
2,000
52,000
102,000
152,000
202,000
252,000
Nov
11
Dec
11
Jan
12F
eb
12M
ar 1
2A
pr 1
2M
ay 1
2Ju
ne 1
2Ju
ly 1
2A
ug 1
2S
ept 1
2O
ct 1
2N
ov 1
2D
ec 1
2Ja
n 13
Fe
b 13
Mar
13
Apr
13
May
13
June
13
July
13
Aug
13
Sep
t 13
Oct
13
Nov
13
Dec
13
Jan
14*
Fe
b 14
*M
ar 1
4*A
pr 1
4*M
ay 1
4*Ju
ne 1
4*
July
14
Aug
14
Sep
t 14
Oct
14
Nov
14
Dec
14
Jan
15F
eb
15M
ar 1
5A
pr 1
5M
ay 1
5Ju
ne 1
5Ju
ly 1
5A
ug 1
5S
ept 1
5O
ct 1
5N
ov 1
5D
ec 1
5
MIBOR.COM & MIBOR MobileTotal Visits to Listing Search
MIBOR.COM MIBOR Mobile
0
50,000
100,000
150,000
200,000
2011 2012 2013 2014 2015
Average Number of Monthly SearchesMibor.Com
2011 - November 2015
MIBOR.COM MIBOR Mobile
F. OFFICES SUBSCRIBING TO IDX:
G. NUMBER OF MEMBERS ATTENDING BLC® LISTING SERVICE TRAINING CLASSES:
11/14 12/14 1/15 2/15 3/15 4/15 5/15 6/15 7/15 8/15 9/15 10/15 11/15 12/15
IDX: 1235 1260 1293 1315 1332 1331 1352 1369 1361 1370 1386 1418 1463 1508
Frame: 414 418 418 406 410 403 405 405 398 395 440 440 452 448
300
500
700
900
1100
1300
1500
1700
Framing Links and IDX Sites
11/14 12/14 01/15 02/15 03/15 04/15 05/15 06/15 07/15 08/15 09/15 10/15 11/15 12/15
Basic 15 2446 833 425 87 42 50 47 140 632 257 29 37 22
Prospecting 0 0 0 0 16 23 6 9 0 19 28 7 8 0
CMA 6 7 5 0 26 15 24 14 10 18 22 5 0 15
Realist 6 6 4 0 4 4 4 2 13 0 0 0 8
Advanced 0 0 0 0 0 0 0 0 0 10 0 0 0 0
Admin/Secy 0 0 0 0 0 0 0 0 7 151 24 0 0 3
0
500
1000
1500
2000
2500
3000
H. DIVISION AND OFFICE PRESENTATIONS
Date (2015)
Type of Meeting Staff Member Location Members
Attending
1-Dec Office Visit Angie Baker F.C. Tucker, 100 Lakeview Dr Noblesville (TUCK08) 25
3-Dec Office Visit Angie Baker Matlock Town & Country Realty, Fishers (MTCR01) 10
15-Dec Office Visit Angie Baker Century 21 Schhetz, E. 96th St, Indianapolis (CESC04) 6
Total: 41
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2014 517 1025 1853 2505 2944 3390 3721 3983 4576 5094 5558 8015
2015 856 1761 2401 3105 3617 4009 4653 5688 6374 6782 7171 7212
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
Division and Office Presentation Summary
I. MEMBERS & NUMBER OF OFFICES/AGENTS PARTICIPATING FROM EXPANDED GEOGRAPHIC AREA:
J. TRACK NUMBER OF WITHDRAWS VERSUS CLOSED
With new BLC® listing service policy established in February 2006, withdrawn listings expire at the expiration date. Additionally, an office may not reenter a listing if that same property is in the withdrawn status. This policy has significantly reduced the number of Withdrawn Listings.
K. RECEIPT OF CLOSED TRANSACTIONS
Disclosure Data from the Indiana Department of Local Government and Finance has been provided to CoreLogic. As with Tempo tax, the data will be available in Realist.
Recap of Realist update activity for December:
2010 2011 2012 2013 2014 2015
Withdrawn 4,754 4,062 3,960 3,817 3,593 3,823
Sold 24,870 25,047 29,149 34,529 33,385 36,194
Ratio: 5.23 6.17 7.36 9.05 9.29 9.47
05,000
10,00015,00020,00025,00030,00035,00040,000
Withdrawn and Solds2010 - December 2015
Fips # Production Type
Realist ‐
Assessed Year
2015 data
(Payable 2016)
Actual Date in Realist ‐
Assessed Year 2015
data (Payable 2016) Production Type
Date in
Realist ‐
Payable 2016
Tax
Date in
Realist ‐
Payable
2016 Tax
BARTHOLOMEW 18005 Full Production 11/4/2015 Post Tax Update
BOONE 18011 Full Production 10/27/2015 Post Tax Update
BROWN 18013 Full Production 10/24/2015 Post Tax Update
DECATUR 18031 Full Production 10/23/2015 Post Tax Update
HAMILTON 18057 Full Production 9/27/2015 Post Tax Update
HANCOCK 18059 Full Production 12/19/2015 Post Tax Update
HENDRICKS 18063 Full Production 12/4/2015 Post Tax Update
JOHNSON 18081 Full Production 12/25/2015 Post Tax Update
MADISON 18095 Full Production 1/7/2016 Post Tax Update
MARION 18097 Full Production 10/15/2015 Post Tax Update
MONTGOMERY 18107 Full Production Post Tax Update
MORGAN 18109 Full Production 12/24/2015 Post Tax Update
SHELBY 18145 Full Production 11/26/2015 Post Tax Update
As of 1/8/16 Full Production = new parcels, property values, characteristics, owner info
Post Tax Update = tax values
*ERD = Estimated (file) Receipt date
L. TRACK NUMBER OF LOCKBOX SALES:
M. CALL CENTER STATISTICS
There were 2953 support calls in December. This is down from 4477 in November, down from 7745 in October, down and down from 9393 in September.
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
2009 4265 4008 6148 6607 4570 5290 5134 3960 4765 4666 3231 3170
2010 6476 7069 10272 9598 6760 8185 6864 6617 6344 7237 5494 5033
2011 6009 5317 7543 10332 6271 6352 6501 5991 5956 6361 4469 3758
2012 5327 5763 6761 7109 6342 7186 6598 6001 4974 6337 4831 4117
2013 6870 5633 6526 7550 6575 6305 7963 5328 6087 6216 4801 4725
2014 5218 5063 5326 7085 5344 6455 7902 4589 6417 6149 4701 5363
2015 6446 6106 6746 6926 5318 6262 7104 5595 9393 7745 4477 2953
2000
3000
4000
5000
6000
7000
8000
9000
10000
11000
Call Center and Member Service Support Calls2009 - 2015
0
100
200
300
400
500
600
Dec
-13
Jan-
14F
eb-1
4M
ar-1
4A
pr-1
4M
ay-1
4Ju
n-14
Jul-1
4A
ug-1
4S
ep-1
4O
ct-1
4N
ov-1
4D
ec-1
4Ja
n-15
Feb
-15
Mar
-15
Apr
-15
May
-15
Jun-
15Ju
l-15
Aug
-15
Sep
-15
Oct
-15
Nov
-15
Dec
-15
Monthly Lockbox Sales
0
500
1000
1500
2000
2500
2013 YTD 2014 YTD 2015 YTD
Annual Lockbox Sales2013 - December 2015
The number of calls year-to-date for 2015 (75,071) are up from 2014 (69,854).
The average answer time was 0:10 seconds in December. This is down from 0:15 in November, down from 0:13 in October, and down from 0:23 in September.
There were 802 support emails in December. This is down from 853 In November and 1099 in October.
2009 2010 2011 2012 2013 2014 2015
# 55,814 85,949 74,860 71,346 74,579 69,854 75,071
010,00020,00030,00040,00050,00060,00070,00080,00090,000
100,000
Call Center and Service Center Support Calls2009 - 2015
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2009 16 16 18 15 17 15 17 17 20 18 20 20
2010 11 14 18 14 11 13 12 12 9 10 9 9
2011 9 10 10 10 12 13 17 13 12 11 9 9
2012 10 13 15 15 11 10 17 11 10 9 9 9
2013 12 12 14 16 14 14 24 13 18 14 21 12
2014 13 14 14 13 12 13 18 10 18 14 14 15
2015 16 16 13 14 13 13 15 17 23 13 15 10
0
5
10
15
20
25
30
Average Answer Time in Seconds2009 - 2015
O. TRAINING VIDEOS VIEWED Top Matrix™ Training Videos
Video Watch time
(minutes)
Views
Likes
Matrix™ - Full System Overview 365 (14%) 18 (2.3%) 0
Matrix™ Search & Save 258 (10%) 67 (8.4%) 0
Matrix™ - CMA: Comparative Market Analysis 243 (9.5%) 63 (7.9%) 0
Matrix™ Client Portal How To 153 (5.9%) 112 (14%) 0
Matrix™ Webinar For Appraisers 145 (5.6%) 16 (2.0%) 0
Matrix™ Admin Webinar 142 (5.5%) 9 (1.1%) 0
Matrix™ - Add Listings 134 (5.2%) 48 (6.0%) 0
Matrix™ Contacts 109 (4.2%) 38 (4.8%) 0
Matrix™ Search by Map 105 (4.1%) 29 (3.7%) 0
Realist_Subdivision Search & Mailing Labels 81 (3.1%) 17 (2.1%) 0
P. LEAD GENERATION REPORT REQUESTS Effort suspended during Matrix™ transition.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2012 563 543 626 475 709 708 553 716 508 913 775 850
2013 766 869 797 826 662 591 547 715 592 716 618 800
2014 1467 694 739 932 881 1413 1175 588 774 1286 577 666
2015 709 731 1036 939 770 959 1013 749 902 1099 853 865
-
200
400
600
800
1,000
1,200
1,400
1,600
Call Center Support Emails Solved
2012 2013 2014 2015
7,939 8,499 11,192 10,625
-
2,000
4,000
6,000
8,000
10,000
12,000
Call Center Support Emails Solved2012 - November 2015
Objective A – Improve The Level of Professionalism in the Industry
Objective B – Increase members awareness, reporting, of and adherence to laws, policies, regulations and standards
including the Code of Ethics.
Q. NEW MEMBER OUTREACH EMAILS The new member outreach emails sent to orientation attendees achieved a 49.4% open rate in February. The top two URL clicks were BLC® training and REALTOR® member benefits. The INHP advertisement received 0 click-throughs.
GOAL 4 – Members’ transactions are ethical and conflict free.
STRATEGIES
1. Increase member and public awareness and involvement in enforcement of Professional Standards
2. Improve Cooperation among Members 3. Eliminate cultural barriers to transaction efficiency. 4. Maximize MIBOR’s role in the enforcement of Indiana license law. 5. Increase real estate licensing requirements
ACTIVITIES
Staff is working with Debbie Fairfax of IAR to create a continuing education course out of NAR’s Pathways to Professionalism.
ACTIVITIES
Yearly Professional Standards Committee training was conducted in January of 2015 by national educator, Bruce H. Aydt. Mediation Training was also conducted in January by Bruce H. Aydt.
The Board of Directors approved the implementation of a citation program to take effect on March 1, 2015. This will reduce barriers to reporting potentially unethical conduct and provide a quicker alternative to a formal ethics complaint.
The Board of Directors also approved a revision to the long-standing policy of soliciting responses to ethics complaints and arbitration requests prior to the Grievance Committee’s review. This change took place on January 1, 2015.
Grievance Committee training was conducted on February 4, 2015 to include policy changes and the addition of the citation program.
On May 28, 2015, a Chair Review Session was presented to current Professional Standards Committee chairs by John Herrin and John Kolas. This session covered updates to the Code of Ethics and Arbitration Manual and the status of the Citation Complaint Program.
On June 24 and July 21, 2015, a newly formed CFPB Taskforce, consisting of mortgage and title professionals, met to discuss disclosure changes affecting the closing process and ways to communicate the changes to the membership. As a result of those meeting, a publication titled “TRID Best Practices” has been created and posted on the MIBOR website.
Staff attended the Hancock Division meeting on August 12, 2015 and provided information on the new Citation Complaint process.
New Director Langford attended the NAR Professional Standards Seminar in Chicogo, IL on August 27-28, 2015 which was led by Bruce H. Aydt, Diane Disbrow, and Diane Mosley.
Staff attended the Northside Division Meeting on October 14, 2015 to provide information regarding some news and some of MIBOR’s resources.
Staff attend the Montgomery County Division meeting on October 20, 2015 to provide information on professional standards processes.
An Appraisal Issues Panel was held on October 23, 2015 at the MIBOR offices that focused on current real estate appraisal issues. In order to create a better understanding for REALTORS® of the appraisal process, panelists Jason Tillema, Mark Ratterman, and James Hawkins explained factors that contribute to low values and discussed the steps REALTORS® can utilize to appeal an appraisal with discrepancies.
Director Langford attended the NAR Conference & Expo and received certification in Professional Standards Administration.
New Professional Services Specialist, Jamie Jansen started in the Professional Services Department on November 16, 2015.
RESULTS
Properly trained staff, committees, and Board of Directors members ensures that Professional Standards enforcement is consistent and high quality.
An informed and educated membership ensures adherence to laws and policies throughout the transaction which results in higher client satisfaction and reduced complaint filings.
ACTIVITIES
The login security system provided by Clareity Security now includes the a Dashboard allowing Single Sign On (SSO) access to Matrix, Tempo, Fusion, Realist, Online Membership Services and the Realtor Property Resource. BLC® listing service subscribers may also find direct links to other services such as Sentrilock, ZipForms and resources from the National Association of REALTORS®.
RESULTS
Objective C – Minimize unauthorized use of BLC® listing service content.
ACTIVITIES
Staff incorporated information regarding professionalism into the New Member Orientation program.
Staff held several meetings with the Realtor®/Builder Taskforce to talk about how the R/B Cooperative Agreement is working and to discuss any potential changes needed. These discussions are ongoing.
Staff attended the August 20, 2015 Shelby County Division meeting to talk about the R/B Cooperative Agreement and to discuss current potential scams.
Staff attended a sales meeting at ERA Real Estate Links to speak about the R/B Cooperative Agreement.
RESULTS
Proactive reminders to members on how they are expected to behave professionally will help to ensure a smooth transaction between members.
Encouraging members to become and remain signatories to the R/B Cooperative Agreement reduces disputes between REALTORS® and Builders.
Objective E – Increase level of sanctions for standards violations.
We received two citation complaint filings in September. One resulted in a citation.
Objective F – Improve consumer awareness of the grievance process.
A. THE NUMBER OF FILINGS VERSUS PACKETS REQUESTED AND THE NUMBER OF FILINGS PER SOLD TRANSACTION
Objective D – Increase cooperation in transactions involving members.
GOAL 4 MEASUREMENTS
B. MEMBER OPINION OF COOPERATION WITH OTHER AGENTS IN A TRANSACTION
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2014YTD 2015YTD
Number of Solds 34,285 34,129 31,698 27,663 27,371 24,852 24,880 29,022 34,528 33,201 33201 36132
Packets Sent 387 473 364 276 195 171 137 123 132 161 161 106
Packets Downloaded 0 0 0 0 0 0 88 108 167 115 115 288
Total Packets 387 473 364 276 195 171 225 231 299 276 276 394
% of Packets vs. Sold Listings 1.13% 1.39% 1.15% 1.0% 0.7% 0.7% 0.9% 0.8% 0.9% 0.8% 0.8% 1.1%
Citation Complaints Filed 0 4
Citations Issued 0 2
Ethics Complaints Filed by Public 39 60 46 36 28 18 18 17 20 20 16 21
Ethics Complaints Filed by REALTORS 32 30 30 12 11 21 10 16 16 22 19 24
71 90 76 48 39 39 28 33 36 42 35 49
% of Complaints Filed vs. Packets 18.35% 19.03% 20.88% 17.39% 20.00% 22.81% 12.44% 14.20% 12.37% 15% 13% 12%
% of Complaints Filed vs. Sold Listings 0.21% 0.26% 0.24% 0.17% 0.14% 0.16% 0.11% 0.11% 0.10% 0.13% 0.11% 0.14%
Ombudsman Initiated 21 10 10 20 26 25 31 34 38 38 32 55
Problem Prevention Reports Sent 177 140 77 48 42 36 40 19 3613271 74 55 40
Arbitrations Filed 12 29 22 22 20 13 15 12 14 11 10 16
Mediations Filed 9 13 12 9 11 6 7 8 8 8 7 9
# of Ethics Hearings 18 23 24 16 6 9 12 11 9 12 12 14
# of Ethical Violations 12 18 16 10 3 3 4 5 4 9 9 7
% of Hearings with Ethical Violations 66.67% 78.26% 66.67% 62.50% 50.00% 33.33% 33.33% 45.45% 50% 75% 75% 50%
Note: One of the ethics hearings held in 2012 was held for RACI as part of their Cooperative Enforcement Agreement with MIBOR.
Note: Number of packets downloaded is missing October and November stats as those numbers were not available and are unable to be retrieved.
Utilization of Professional Standards Processes
Through December 31, 2015
2733 33
26 23
45
31 35 3631
18
8996
105
89 85
118
10797
87 8897
0
20
40
60
80
100
120
140
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Average Number of DaysFrom Filing
through December 31, 2015
Average number of days from filing to Grievance Committee
Average number of days from filing to Hearing/Mediation
C. NUMBER OF YEARS AND SIZE OF COMPANY WHEN MEMBERS ARE FOUND IN VIOLATION OF THE CODE OF ETHICS.
D. NUMBER OF AGENTS REFLECTED IN SUBSCRIBERS TO THE REALTOR®/BUILDER PACT.
Average Years in Business When Found in Violation of the Code of Ethics
Through December 31, 2015
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
10.3 10.7 9.7 9.9 10.5 5.5 10.2 18 13.8 13.8 13.7
Forty-seven (47) companies have signed the pact, representing a total of 2824 REALTORS®.
E. SEVERITY OF THE DISCIPLINE
Article(s)
found by
panel to have
been violated
Summary of Decision Previous
Violations
Discipline Appeal of
Hearing
Panel
Decision
Board of
Directors
final action
Decision #1 N/A
Evidence does not support a violation
of the Code of Ethics N/A None No Ratified
Decision #2 3
Respondent failed to update status of
an accepted offer with unresolved
contingencies in the BLC. No Letter of Warning No Ratified
Decision #3 N/A
Evidence does not support a violation
of the Code of Ethics. N/A None No Ratified
Decision #4 15
Respondents knowingly and recklessly
made false and misleading statements
about the Complainant to
Complianant's clients. Yes
Letter of Warning. $500.00 fine.
Code of Ethics CE class. No Ratified
Decision #5 N/A
Evidence does not support a violation
of the Code of Ethics. N/A None No Ratified
Decision #6 N/A
Evidence does not support a violation
of the Code of Ethics. N/A None No Ratified
Decision #7 N/A
Evidence does not support a violation
of the Code of Ethics. N/A None No Ratified
Decision #8 16
Respondents (2 Respondents) solicited
the Complainant's client during the
listing period. No
Letter of Reprimand to be held in
abayance during a 6 month
probationary period. No Ratified
Decision #9 N/A
Evidence does not support a violation
of the Code of Ethics. N/A None No Ratified
Decision #10 1,9
Respondent entered Complainant's
properties into the BLC without the
Complainant's permission and failed to
manage and supervise his business
which resulted in a Quit Claim Deed
being filed therefore transferring
property away from the Complainant.
Respondent also did not provide in
writing to the Complainant the terms
and obligations of the his business
relationship with the Complainant. No
Letter of Reprimand, $2000 fine
in addition to the $250
adminstrative fee to be paid
within 90 days, completion of a
Code of Ethics course and a
Contract Law course with proof
of completion submitted to
MIBOR. Complaint will also be
forwarded to the Attorney
General for investigation for
potential violation of the public
trust. No Ratified
Decision #11 N/A
Evidence does not support a violation
of the Code of Ethics. N/A None No Ratified
Decision #12 15
Respondent recklessly disparaged the
Complainant's character on social
media. No
Letter of Warning for 12 months
and $250 administrative
processing fee. If no further
violations within the 12 months,
the Letter of Warning is to be
removed. No Ratified
Decision #13 N/A
Evidence does not support a violation
of the Code of Ethics. N/A None No Ratified
Decision #14 15
Respondent made untrue and
misleading statements about the
Complainant on social media.
Respondent admitted that the
statements made were negative, false
and unfounded. No
Letter of Warning for 12 months
and $250 administrative
processing fee. If no further
violations within the 12 months,
the Letter of Warning is to be
removed. No Ratified
Ethics Violation Report
January 1, 2015 through December 31, 2015
NOTE: ALL RESPONDENTS FOUND IN VIOLATION OF THE CODE OF ETHICS PAY AN ADMINISTRATIVE PROCESSING FEE OF $250.
F. TRACK NUMBER OF OFFICE, DIVISION, AND BROKER VISITS: Staff made an office visit on July 30, 2015 to Snyder Strategy Realty to discuss the R/B Pact and other industry issues.
Severity of Disciplines - through December 31, 20152005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Letter of Warning 5 9 6 6 4 1 3 1 3 3 3
Letter of Reprimand 7 7 9 3 3 3 4 1 4 2
Education 7 8 11 6 2 2 1 1 3 1
Fine $0 - $999 2 2 3 2 1 3 2
Fine $1000 - $1999 2 1 1 1
Fine $2000 - $2999 1 1 1 1
Fine $3000 - $5000
Probation 1 1
Suspension
Expulsion
Grievance Appeals Filed Upheld Overturned
2006 13 11 2
2007 3 2 1
2008 5 5 0
2009 3 2 1
2010 3 2 1
2011 1 1 0
2012 4 3 1
2013 0 0 0
2014 3 2 0
2015 0 0 0
Hearing Panel Appeals & Procedural Reviews Filed Upheld Overturned
2006 2 2 0
2007 2 1 0
2008 2 1 1
2009 1 1 0
2010 1 1 0
2011 0 0 0
2012 0 0 0
2013 2 2 0
2014 2 2 0
2015 1 0 0
Appeals - through December 31, 2015
Staff attended the Hancock Division meeting on August 12, 2015 and provided information on the new Citation Complaint process.
Staff attended the August 20, 2015 Shelby County Division meeting to talk about the R/B Cooperative Agreement and to discuss current potential scams.
Staff attended a sales meeting at ERA Real Estate Links to speak about the R/B Cooperative Agreement.
Staff attended the Northside Division Meeting on October 14, 2015 to provide information regarding some news and some of MIBOR’s resources.
Staff attend the Montgomery County Division meeting on October 20, 2015 to provide information on professional standards processes.
H. TRACK NUMBER OF TIMES MEMBERS ENGAGE IN ANY OF THE PROFESSIONAL STANDARDS ENFORCEMENT PROCESS. (SEE RECAP GRAPH ABOVE). I. TRACK WEBSITE ACTIVITY INCLUDING EDUCATION SITE. NOTE: INFORMATION FOR OCTOBER AND NOVEMBER IS UNAVAILABLE AT THIS TIME.
Year Pre‐licensing Continuing Education
2007 5,299 15,935
2008 3,482 18,177
2009 2,504 10,362
2010 1,180 5,543
2011 340 2,368
2012 661 4,319
2013 705 2,698
2014 1503 1623
2015 2,889 3000
Hits to Education Pages on MIBOR.com
through December 31, 2015
J. TRACK WEBSITE ACTIVITY CONCERNING ACCESSING INFORMATION ON THE CODE OF ETHICS AND ENFORCEMENT PROCESS.
L. ISSUES TRACKING – PROFESSIONAL SERVICES STAFF TRACKS THE ISSUES CONTAINED IN TELEPHONE CALLS FROM MEMBERS AND THE PUBLIC. THIS LIST REFLECTS ISSUES ONLY, AND DOES NOT REFLECT CALLS RECEIVED CONCERNING FILINGS IN PROGRESS.
Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec TOTALAdvertising 8 13 12 9 6 4 3 5 5 4 4 4 77Agency 2 3 4 6 1 2 1 5 1 25Antitrust 0Appraisals 1 1 2 1 5 3 2 2 17Assistants 1 7 1 1 2 12Auctions, Bidding Sites 3 1 1 5BLC 13 14 10 17 10 15 9 17 7 7 4 10 133BPOs 1 1 2Broker-Agent Disputes 1 1 1 1 1 5Builder Issues 1 1 1 3 6Business Models 3 1 2 2 1 1 10Citation Program 1 1 1 3Closing Issues 1 1 1 1 4Code of Ethics 14 6 5 9 2 6 4 1 7 1 3 3 61Coming Soon Advertising 3 9 3 11 7 2 7 6 5 2 55Commissions 6 6 5 4 5 4 5 4 1 2 3 45Continuing Education 15 21 11 14 25 67 10 1 3 5 3 8 183Contracts 7 10 4 6 5 8 8 3 9 6 5 11 82Disclosure/Disclosure Forms 6 5 7 6 4 6 5 4 2 3 48Do-Not-Call 1 4 3 2 1 11Drones 1 2 2 2 2 1 10Earnest Money 3 2 8 4 2 6 11 6 6 7 7 7 69Environmental Disclosure 2 2 1 5Fair Housing 2 1 2 1 1 1 1 9Filing Complaints 19 12 1 8 8 13 3 19 12 9 12 10 126Foreclosure/REO 1 1Forms 6 9 6 8 8 2 9 3 3 3 7 6 70Homeowner's Associations 1 1 2Inspections 1 2 1 2 3 3 3 1 1 17Investors 3 3 6Legal Hotline 6 3 5 9 6 6 11 5 3 6 5 8 73License Law 5 5 13 12 10 8 6 6 7 9 5 4 90Licensing 8 4 6 3 3 3 3 4 1 3 4 42Membership Questions 2 6 1 5 2 2 4 1 3 2 5 33Meth Issues 0Mold 1 1 1 1 1 1 6Multiple Offers 1 1 4 1 1 4 1 1 14Mutual Release 1 4 2 4 4 1 5 3 2 26Pocket Listings 1 1 3 1 2 8Predatory Lending/Mtg Fraud 1 1Procuring Cause 8 4 1 1 3 2 2 2 3 26Professionalism Concerns 6 9 6 10 11 15 4 5 2 2 8 3 81Property Taxes 0Psychologically Aff. Prop. 1 2 1 1 5Quadrennial Ethics 1 1 2 1 2 7Rebates/Referrals 3 2 1 1 4 1 1 1 1 15Reciprocity 0Regulation Z 1 1 2Rentals 2 2 1 1 1 1 8RESPA 1 1 2 4Short Sale/Pre-Foreclosure 2 2Showings 1 2 1 5 2 3 1 1 1 17Sign Ordinances 2 1 3 1 2 1 1 2 13Social Media 1 1Suspicious Reports 16 14 7 18 5 3 9 11 13 13 9 7 125Title Issues 1 1 4 1 3 1 1 1 13Trademark Questions 2 1 1 4Transactional Assistance 4 5 7 1 11 9 5 6 2 4 2 56
184 184 140 194 132 210 155 135 118 97 90 132 1771
Tracking Issues - 2015
M. MEMBERSHIP SURVEY AND FOCUS GROUP RESPONSES Quick Poll Question for October: The requirements for real estate licensure in Indiana, like most states, is not excessive. No state requires a college degree for real estate licensure. Some say that requiring a college degree will improve the professionalism of licensees and therefore the value proposition of the REALTOR®. Do you think Indiana should require a college degree for licensure?
26.67% Yes, I think a college degree should be required for licensure. 73.33% No, I don’t think that a college degree is necessary in this field.
Answer Count Percent
Yes, I think a college degree should be required for licensure.
8 26.67%
No, I don’t think that a college degree is necessary in this field.
22 73.33%
Total 30 100% Mean: 1.733
Quick Poll Question for December/January: Since the new TRID rules and forms took effect on October 3, 2015, how have your closings been affected?
Answer Count Percent 20% 40% 60% 80% 100%
1. No problems. 10 23.81%
2. Minor issues with only one problematic closing.
10 23.81%
3. Several problems and multiple delayed closings.
9 21.43%
4. While I haven't had problems, I know of others who have
9 21.43%
5. Other 4 9.52% Total 42 100% Mean: 2.690 Confidence Interval @ 95%: [2.293 - 3.088] Standard Deviation: 1.316 Standard Error: 0.203
Complaints reported to FBI Cyber Crimes Task Force
Through December 31, 2015
2015 2014 2013 2012 2011
Jan 7 4 4
Feb 5 6 4 0
Mar 1 7 5 2
Apr 5 2 10 2
May 1 9 6 0
June 3 2 7 1
July 7 3 2 3
Aug 3 7 2 11 2
Sept 6 1 2 5 1
Oct 2 6 1 2
Nov 2 5 2 3 3
Dec 3 8 1 1 2
45 60 46 28 10
N. AFTER BASELINE OF PROFESSIONALISM HAS BEEN CREATED, CHART AND TRACK ITS INCREASE OR DECREASE. O. NUMBER OF CITATIONS ISSUED. THE CITATION PROGRAM TOOK EFFECT MARCH 1, 2015. AS OF NOVEMBER 30, 2015, FOUR (4) CITATION COMPLAINTS HAS BEEN FILED RESULTING IN TWO (2) CITATION BEING ISSUED.
GOAL 5 – Members’ relevancy remains essential in the real estate transaction.
STRATEGIES – ACTIVITIES – RESULTS 1. Maximize the brand rollout to communicate the relevancy of REALTORS® to the public.
a. The research and discovery phase of the rebranding project is complete. Research
groups included consumers, engaged members (those with 5 years or longer membership tenure and $2.75 million in sales in 2014) large managing brokers and leadership from surrounding boards. Research and recommendation will be presented to the MIBOR Board of Directors in February. The MIBOR Board narrowed the choices to three requiring revisions. Those naming choices have been revised and are being tested through a series of phone interviews with managing brokers and association leadership in several outlying boards – Crossroads Association of REALTORS®, the Mid-Eastern Association of REALTORS®, Putnam County Board of REALTORS and Muscatatuck Board of REALTORS®. Interviews will take place the week of March 16 and results will be presented to the Board of Directors in April. At the April Board meeting, the recommendation to rebrand to MIBOR REALTOR® Association was approved. The name request paperwork is being submitted to NAR and IAR executive staff have been made aware. The 60-day comment period will begin June 1 making the expected member and public announcement possible in August. Staff have begun work on the communication plan regarding the rebrand to all internal and external audiences. NAR approved the name MIBOR REALTOR® Association and dba Mid Indiana Board of REALTORS® at the end of July. The
REAL ApplicationsYear Apps Rec
2015 21
2014 33
2013 25
2012 39
2011 29
2010 26
2009 33
2008 31
Objective A – Minimally maintain the current level of member involvement in transactions.
Objective B – Increase consumer awareness of the value of a REALTOR®.
transition plan is in place. Members were notified September 4th at the Managing Broker/Owner Meeting and by email. The public announcement was Oct. 1 and the print and digital advertising campaign began Oct. 12 and ran through Nov. 19. Announcement of the rebranded name included the addition of Madison County to MIBOR’s service area.
2. Conduct consumer survey to test use, and value of, a REALTOR®.
a. A consumer focus group of 10 consumers who bought or sold in the last 12 months was part of the rebranding research phase. Those observations will help inform a larger consumer survey.
b. A large-scale consumer study is planned for mid-March. Consumer contact is being facilitated through brokerages sending the survey on our behalf. The objective is to learn consumer opinions about the value, and level of satisfaction with, REALTORS®, online behavior and general buying behavior. The survey goal is 800 completed responses from those intending to buy or sell in the next 24 months and those who have bought or sold in the last 6 to 12 months. The consumer survey has been too difficult/expensive to execute.
3. Measure the market share of REALTORS® in local real estate transactions.
a. We will attempt to measure this in the consumer survey described above.
4. Create a consumer campaign to promote the relevancy of a REALTOR®, paid and earned media included.
a. A REALTOR® Open House promotion ran April 19-May 17 in conjunction with the Indianapolis Star. It included special pricing on open house ads for REALTORS®, a prize patrol for consumers, gift bags delivered to members at open houses on April 26the and May 3rd and concentrated media pitching about the REALTOR® role in marketing properties. MIBOR supplied an advertisement or editorial to the Star in each Sunday of the 5-week promotion.
b. Editorial and an advertisement promoting the role of REALTORS® was also included in the April 24th real estate issue of the Indianapolis Recorder.
c. REALTOR® relevancy messaging will be included in the rebrand launch advertising efforts.
5. Create a complimentary member-facing branded relevancy campaign, ex: “Stay Relevant”
a. Editorial content is included in all member-facing publications with the hastag#betheexpert.
6. In all content areas, include more “pull” content in member-facing communications to balance the “push” content
STRATEGIES – ACTIVITIES – RESULTS
1. Utilize mibor.com as a consumer-facing communications tool
a. Continue My4Walls consumer-facing blog. Since September, 2014 two posts have published each week. Posts are cross-promoted in Fast Track and via MIBOR’s social media channels.
b. Staff participated in the first annual Perry Township Cultural Fair promoting MIBOR Mobile and the value of a REALTOR® to consumers in attendance.
STRATEGIES – ACTIVITIES – RESULTS
STRATEGIES – ACTIVITIES – RESULTS
1. Utilize mibor.com as a consumer-facing communications tool
a. Continue My4Walls consumer-facing blog. Since September, 2014 two posts have published each week. Posts are cross-promoted in Fast Track and via MIBOR’s social media channels.
As of the end of December, My4Walls has 209 active subscribers. There were 108 unique page views in December. The most popular post in December was “Selling over the holidays not all bad.”
There were 134 Shares of MIBOR.com Content in December: o Facebook – 55 o Print – 27 o Other – 23 o Twitter – 19 o Email – 10
Many pages of mibor.com contain “share this” features. The top shared pages in
December were: o Find A Property ‐ 12
o MIBOR REALTOR® Association ‐ November Housing Market Bounces Back ‐ 8
o MIBOR REALTOR® Association ‐ Biggest Winter Home Risks ‐ 7
Objective C – Maximize consumer awareness about local housing issues.
Objective D – Maximize consumer awareness of the expertise and professionalism of REALTORS®.
GOAL 5 MEASUREMENTS
o REALTORWeekly_NewLeadGeneration_113015 ‐ 7
o REALTORWeekly_12315_Case ‐ 7
o MIBOR REALTOR® Association ‐ What Do You Want from Your REALTORS®? ‐ 5
o MIBOR REALTOR® Association ‐ Avoiding Remodeling Stress ‐ 4
o MIBOR REALTOR® Association ‐ Don't Let Your Pipes be a Victim ‐ 4
o BLC® Listing Service ‐ 4
o REALTORWeekly_122115_Remodeling ‐ 3
o MIBOR REALTOR® Association – Blog ‐ 2
o MIBOR REALTOR® Association – Blog ‐ 2
o REALTORWeekly_12315_NewMembers ‐ 2
o REALTORWeekly_New Lead Generation ‐ 1
o RW_122815_Counts ‐ 1
o Find A Property ‐ 1