Your name.
Your relationships.
Build your own brand. Your leads and database belong to you, and your transactions are written in your name.
THE VALLEY SOLUTIONS TEAM AT HOMESMART
Your business.
Your brand.
A team behind you.
You know the business. You’re ready to do more. Get the tools, training, and support to take your next step, with the freedom to build a business that’s yours.
602-571-2648 • A conversation about your goals.
INDEPENDENT SPIRIT. SHARED SUCCESS.Not your typical team.
#1
Top-producing teamwithin HomeSmart nationwide
26,000+ agentsacross the HomeSmart network
A DIFFERENT WAY TO BE ON A TEAM
Build something
that belongs to you.
Being on a team should move your business forward. Our approach gives you resources, guidance, and people to turn to while keeping your own business at the center.
Your name.
Three levels of support.
People you can reach.
Get HomeSmart’s brokerage tools and training, direct access to Valley Solutions leadership and resources, and the support of fellow agents who share ideas, experience, and practical help. Helping each other is central to our culture and can be the most valuable support of all.
Team membership
that makes sense.
Competitive team fees bring together the resources of HomeSmart and Valley Solutions. Ask Julie to walk through what’s included and the total cost for your business.
PRACTICAL RESOURCES. EVERYDAY VALUE.
Tools for the business
you want to build.
Choose the resources that fit your business, with training and support to help you put them to work. Here’s what’s available, how access works, and what costs to expect.
BoldTrail
Included for every agent
Bring your online presence, contacts, and follow-up together. BoldTrail, formerly KVCore, gives you a platform for managing relationships and building your business under your own brand.
- Your own branded MLS property-search website.
- A CRM to organize contacts and support consistent follow-up.
- A broader set of marketing and business tools for agents who want more than basic contact management.
- Training & support
- Direct access to BoldTrail for initial setup, getting started, and advanced topics. A training portal, regular classes, a private Facebook community of agents nationwide, and responsive vendor support help you keep learning.
- Cost
- Your account and branded MLS-search website are provided at no additional charge. Optional paid upgrades are available if you need additional capabilities.
Listings to Leads
For agents who commit to learning and using it
Give your listings more exposure and show prospective sellers how you can market their home. Use ready-to-personalize resources to start useful conversations with buyers and sellers.
- Listing-marketing tools to promote and share properties.
- Landing pages designed to capture interest and generate leads.
- An extensive library of branded buyer and seller PDF guides.
- Simplified Facebook and Google ad creation.
- Training & support
- Setup assistance and training come directly from Listings to Leads, including daily live webinars.
- Access & cost
- Provided at no charge to agents who commit to learning and actively using it. Accounts are not assigned automatically. You fund your own advertising, with 100% of your ad spend going directly to your ad account and no team markup or additional fee.
Wise Agent
For agents who commit to using it
If you prefer a simpler approach to managing contacts, Wise Agent offers a focused option. Keep your relationships organized and make staying in touch part of your routine.
- A contact-management option for agents who prefer a simpler CRM.
- Keep contact information and relationship details organized.
- Available alongside BoldTrail, so you can use both.
- Setup & support
- Get setup assistance and support directly from Wise Agent.
- Access & cost
- Provided at no charge, with the expectation that you will use it. You do not have to give up your BoldTrail account to receive Wise Agent.
DUBB
For agents who commit to learning and using it
Put a face and voice to your follow-up. Use personalized video to introduce yourself, answer a buyer’s question, or walk a seller through the next step.
- Personal video messages that help prospects get to know you.
- Video pages with useful links and clear calls to action.
- Link to home searches, community or HOA information, maps, and other resources relevant to that client.
- Setup & training
- Setup assistance and training come primarily from DUBB, helping you learn how to put video to work in your business.
- Access & cost
- Provided at no additional charge to agents who commit to learning and using it.
Niche & community websites
Team guidance and training
Build a useful destination for buyers and sellers interested in a particular community or specialty. We help you understand the opportunity and explore ways to build and promote a site of your own.
- Guidance on a website’s role in your niche or community marketing.
- Training on different approaches to building and promoting it.
- Ways AI can simplify the building and hosting process.
- Who builds the site?
- You build it, with support and training from the team.
- Cost
- You pay all associated costs, including domain registration, hosting, and any paid tools you choose. A separate niche site is different from the branded MLS-search website already included with your BoldTrail account.
Connecteam
Stay connected to the team
Keep up with the conversations, events, and learning opportunities that help you move forward. Connecteam brings team communication and shared resources into one place.
- Team communication, questions, and sharing.
- An events calendar for training and team activities.
- Online training resources to support your development.
- The recurring meeting link for Winning Wednesdays.
- Put it on your calendar
- Dave hosts Winning Wednesdays every Wednesday from 3–4 PM Arizona time. Bring a marketing idea, a business challenge, or a question you want help working through.
Canva & over 5,000 templates
Team account access at no additional charge
Spend less time starting from a blank page. Our team-accessible Canva account gives you over 5,000 templates to draw from when creating marketing materials for your business.
- An extensive template collection available through the team account.
- Existing layouts to use as a starting point for your marketing.
- A practical resource for keeping your business visible.
- Access & cost
- Access to the team Canva account and its template collection is provided at no additional charge.
Agent recognition & social exposure
Created and shared by the team
Your work deserves to be seen. We create and share social media posts celebrating agents’ business wins and professional milestones, giving them added exposure and helping keep their real estate activity visible.
- New listings.
- Properties under contract and just sold.
- Anniversaries as a REALTOR®.
- Milestones and years with the team.
- Support & cost
- The team creates and shares these recognition posts at no charge. It’s another way we support your visibility while celebrating the business you’re building.
LISTING MARKETING THAT SETS YOU APART
Matterport 3D tours & color floor plans
Preferred photographer · Significantly reduced cost
Give buyers a way to explore a home room by room, understand its layout, and revisit the spaces that matter to them. A full 3D tour and color floor plan make your listing easier to explore before an in-person visit.
- Help buyers decide whether a home fits their needs before scheduling a showing.
- Let relocating and out-of-area buyers explore the property remotely.
- Strengthen your next listing presentation with a concrete example of how you will market a seller’s home.
Use your completed tours in seller conversations to demonstrate the care you put into marketing. It’s a practical way to distinguish your services and support winning new business.
- Professional service, handled for you
- The team owns a Matterport Pro2 camera. Our preferred photographer uses it for team agents’ listings and handles the work from capture through delivery of the finished tour and color floor plan.
- Access & cost
- Team agents receive the full 3D tour and color floor plan at a significantly reduced cost through our preferred photographer. This is a paid service.
More ways to market your business.
Community videos, images, and infographics give you additional ways to show up for your clients.
REAL QUESTIONS. DIRECT ACCESS.
Support you can put
on your calendar.
A marketing idea. A business decision. A challenge you want to talk through. Make time with the people who can help you take the next step.
One Hour sessions with Julie and Dave and the annual team summit are included at no additional charge for team members.
Explore our workshopsOne Hour With Julie
A dedicated hour for your questions, administrative challenges, business goals, or anything you want to work through. Choose an available time on Julie’s calendar and meet in person or on Zoom.
Book One Hour With JulieOne Hour With Dave
Bring your ideas, questions, or challenges directly to Dave. Talk through marketing, business growth, or whatever is on your mind. Book an available hour for an in-person or Zoom meeting.
Book One Hour With DaveWinning Wednesdays
Join Dave for an open conversation about the challenges in your business, from marketing and follow-up to mindset. Find the recurring meeting link in the Connecteam events calendar. Selected past recordings are also available.
Annual team summit
Time together to sharpen your skills, share ideas, and plan your next steps. Our free February 2026 summit in Mesa brought the team together for two days of training on goals, marketing, technology, and business growth.
LEARN IT. BRING IT INTO YOUR BUSINESS.
Practical workshops.
Conversations that count.
Examples of workshops and mastermind topics hosted by our team. Explore the decisions and habits that shape your business, with ideas you can adapt to your own goals.
Three meaningful goals.
A 90-day plan.
Choose three goals across your business and personal life, then build a plan to pursue them over 90 days. Connect the business you want with the life you want, and turn those priorities into manageable actions.
Get clear on what
you’re working toward.
Define what success means to you, from your real estate career to family, time, and personal growth. Create a visual reminder of those priorities to help keep your daily business decisions connected to a bigger purpose.
Building your pipeline
Explore ways to create new conversations, reconnect with your database, and follow up with buyers and sellers. Discuss practical habits that help turn occasional prospecting into a more consistent part of your business.
Income goals & budgets
Connect your income goals to the activity needed to pursue them. Discuss business expenses, the ups and downs of commission income, and how a realistic budget can help you plan with more clarity.
Where to spend your money
Think through the value of marketing, lead sources, and business tools before adding another expense. Compare ideas with other agents and consider where your time and money can best support your current goals.
Using AI in your business
Explore ways AI can help with listing content, social posts, client communication, and everyday planning. Focus on practical uses that fit your workflow while keeping your local knowledge and personal voice in the work.
Keep building your marketing skills.
Team training also covers YouTube and social media for real estate: sharing your expertise, introducing your communities, and helping buyers and sellers get to know you.
Team members can find current events and training details in Connecteam.
FOR NEW & NEWER AGENTS
Your license is
the starting point.
New Agent Success Series
Created and led by Dawn Bahr, a real estate broker with more than 20 years of experience, this program helps you build the practical skills needed to work with clients and run your business.
Work through a structured online curriculum with quizzes, workbooks, checklists, and supplemental videos. Dawn oversees your progress, hosts weekly calls, and provides direct access for questions and personal mentoring.
- Online learning
- Weekly calls
- Personal mentoring
Additional program fee applies.
Ask Julie about getting startedThe fee includes the training content, access to Dawn, and her mentoring. Julie can explain the details.
FIVE STAGES OF PRACTICAL LEARNING
Business setup & core systems
Organize your business, get familiar with team tools, build your database, and establish productive habits.
Buyer systems & transactions
Develop skills for consultations, showings, offers, contracts, and guiding buyers through a transaction.
Seller systems & listings
Prepare for listing conversations, pricing, paperwork, marketing, and communication with sellers.
Visibility & lead generation
Explore open houses, geographic farming, social media, networking, and consistent follow-up.
Business building & long-term success
Strengthen your client experience, build referrals and repeat business, and plan for sustainable growth.
EXPERIENCE YOU CAN TURN TO
The people behind
your progress.
Get to know some of the people who help our agents work through challenges, build skills, and move their businesses forward.
TEAM CO-LEADER · OPERATIONS & AGENT SUPPORT
Julie Tate
Julie co-leads The Valley Solutions Team at HomeSmart alongside David Dion. Her background includes paralegal work before entering real estate about a decade ago, bringing experience with detailed documents, organization, and administrative processes to her work with agents.
Today, Julie is a direct resource for the administrative tasks and everyday questions that come with running a real estate business. She helps agents navigate team resources, work through processes, and find the support they need to keep moving.
Whether you’re exploring the team or already a member, Julie is someone you can reach directly. Her no-charge One Hour With Julie sessions give team members dedicated time to discuss whatever they need.
FOUNDER & TEAM CO-LEADER · AGENT GROWTH
David Dion
David Dion is the founder of The Valley Solutions Team at HomeSmart, HomeSmart’s #1 producing team nationwide. Licensed since 2003 and a full-time real estate professional ever since, he has guided hundreds of buyers and sellers throughout the Phoenix metropolitan area, with a deep focus on the East and Southeast Valley.
David founded Valley Solutions in 2007 and has led the team ever since. From approximately 2008 through 2018, he also founded and ran one of the fastest-growing real estate brokerages in Arizona and Southern California.
Today, his primary focus is helping Valley Solutions agents build thriving, sustainable businesses. He mentors agents in lead generation, strategic database management, content and video marketing, and modern technology and AI tools. His approach combines practical business systems, hands-on leadership, and the team’s administrative support to help agents grow their production and deliver an exceptional experience to their clients.
Book One Hour With Dave
NEW AGENT TRAINING & MENTORING
Dawn Bahr
A real estate broker with more than 20 years of experience, Dawn created and leads our New Agent Success Series. She combines online learning, weekly calls, and personal mentoring to help new and newer agents put their skills into practice.
Explore Dawn’s program
GOAL SETTING & 90-DAY PLANNING
Matt Long
Matt helps agents identify three meaningful goals across their lives and create a plan to pursue them over 90 days. His goal-setting workshop connects professional ambition with personal priorities and practical next steps.
BUSINESS GROWTH MASTERMINDS
Kristin LaVanway
Kristin brings agents together to work through the decisions that shape their businesses. Her mastermind topics include building a pipeline, income goals and budgets, getting value from business spending, and using AI in real estate.
YOUR NEXT CHAPTER
Wherever you are,
there’s room to grow.
Our ideal fit is an agent who knows the business and wants to do more. We also welcome agents at the beginning and those already performing at a high level.
You’re producing.
You want to grow.
You’ve helped clients and know what the business takes. Now you want more structure, better use of your tools, and support turning ideas into action.
Build on the experience you already have.
You’re new.
You’re ready to learn.
You have a lot to learn, and you’re willing to put in the work. Training, mentoring, and a connected team can help you develop your skills.
Start with resources and people to turn to.
You’re established.
You want real value.
You’ve built a successful business. You want useful resources and a collaborative team while keeping your independence and a close eye on costs.
Add support to the business you’ve built.
LET’S MAKE IT CLEAR
A few things
you may be wondering.
Do I keep my own brand and leads?
Yes. You build your business under your own name. Your leads and database belong to you. Our role is to support your growth.
Does the team provide a website?
Every agent receives a BoldTrail account with a branded MLS property-search website at no additional cost. For a separate niche or community website, the team provides guidance and training on building and promoting it, including ways AI can simplify the process. You build that site and pay all associated costs, including your domain, hosting, and any paid tools you choose.
What does it cost to join?
Our team fees are competitive, with access to both HomeSmart and Valley Solutions resources. Call or text Julie at 602-571-2648 for the current compensation structure, total costs, and what is included. The New Agent Success Series has an additional fee that covers its content and Dawn’s mentoring.
Can I get one-on-one help from leadership?
Yes. Team members can book a no-charge One Hour With Julie or One Hour With Dave session through their online calendars, choosing an available time to meet in person or on Zoom. Dave also hosts Winning Wednesdays from 3–4 PM Arizona time each Wednesday.
How does new-agent mentoring work?
Dawn Bahr’s New Agent Success Series combines a structured online curriculum with weekly calls and direct access to Dawn for questions and mentoring. She oversees your progress as you build skills for working with buyers and sellers and developing your business. An additional program fee applies.
Do I need to be a top producer?
No. Producing agents who want to grow are a strong fit. Newer agents and top producers are welcome, too. The conversation starts with where you are now and what you want to accomplish.
How do agents stay connected?
We use Connecteam for team communication, sharing, events, and training. It brings the team’s conversations and learning resources together, with access to leadership for additional support.
What’s the first step?
Call or text Julie Tate. Tell her a little about your business and what you’re looking for. She can answer your questions and help you explore whether Valley Solutions is the right fit.
YOUR NEXT STEP STARTS WITH A CONVERSATION
Let’s talk about
where you want to go.
Tell us what’s working, what’s missing, and what you want to accomplish. We’ll talk through how the team could help.