Terry Moerler

Terry Moerler—Leading By ExampleOne way to excel is to do things in a way that’s allyour own. When Terry Moerler made thetransition from finance to real estate, that is thepath she chose. Today, Moerler is at the top of herfield, and is part of Keller Williams WestlakeVillage, the top producing firm in Thousand Oaks.

“I do things differently,” she says. “I like to take thecounseling approach and really get to know myclients, tomake sure I’m the right person for them.”

Her method was borne of experience. Beforebecoming licensed herself, she had bought fivehomes but never used the same realtor twice. “Iwanted someone I could trust and depend on,who would give me the right answers.”

Moerler strives to be what she calls a “servantleader.” Early in her career, she helped anacquaintance with a real estate problem at no

charge. A few months later, that favor turnedinto a referral, which turned into an ongoingrelationship as the relocation agent for one ofthe largest health insurance companies in thenation. Now an amazing 98 percent of Moerler’ssales come from referrals—all because she’splaced the emphasis on relationship.

She still loves working with clients who arerelocating. Helping them choose the right schools,find a new social circle, even locate specialtygrocers—these are some of the things that set herapart. “It’s so much more than just selling ahouse,” Moerler says. “It’s about helping peoplebecome acclimated to their new lives.”

Thousand Oaks has a very active NewcomersClub, and Moerler pays the dues to enroll herclients in the club. In an age where fewer andfewer people know their neighbors, she helps her

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“I love the art of counseling, and figuring out howto best structure my approach to suit the client.”

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clients get over that stumbling block of shynessby visiting 20 adjunct homes to gather contactinformation for favorite babysitters, gardenersand other sought after services. Moerler sharesthis information with the clients, but moreimportantly, she helps introduce them to potentialnew friends. People from those 20 houses knowthe move in date, and they frequently show up towelcome the new neighbors, Moerler says.

But relocations aren’t the sole focus for Moerlerand her elite team of real estate professionals.They also have expertise in working with sellersand investors, and they employ a gentle touch inguiding first-time buyers through an oftenfrightening process. Knowing what questions toask in each situation is paramount in making everytransaction a success. “I love the art of counseling,and figuring out how to best structure myapproach to suit the client,” Moerler says.

Moerler also loves the art of negotiating. To her,that means not only taking good care of herclients, but considering the needs of all partiesinvolved. “People want to know you’re out therefighting for them, but it’s important for everyoneto walk away feeling like they won,” she says.

She also prides herself on overseeing a smoothtransaction. “When you have a referral basedbusiness, it’s important to have a predictableexperience every single time,” she says. Tomake sure all clients are satisfied, Moerler hassystematized every part of the process, fromhaving the clients’ names on a welcome screenwhen they first visit the office, to calling themdaily during the last week prior to closing.Moerler has surrounded herself with people whothink like her. She and her REALTOR® partnerKim Woods are mirror images when it comes towork ethic and skill set. “Kim came from sales in

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the entertainment industry, so she was used to highend negotiating and taking excellent care of herclients,” she says. “She knows it’s important totake care of your clients to protect future business.”

Lynn Johnson-Kane serves as one of the mostmeticulous transaction managers in the business.“She crosses all the Ts and dots the Is and makessure everything is perfect,” Moerler says.Johnson-Kane maintains close contact with clientsup through closing, but other team members stepin for certain functions. Moerler’s husband,Raymond McCarthy, comes from an insurancebackground, so he attends all inspections andother parts of the process in which the client mightneed someone to provide guidance. Moerler alsoemploys two virtual assistants and works with twoshowing partners, who round out the team andhelp the company reach maximum efficiency.

In these ways, Moerler lives up to her motto:Excellence... Pure and Simple. “I want to provideexcellent service, but I always want to remainapproachable,” she says. “I care about people,and I get up every day and thank God that I’mable to do what I love, and help other people.”

Terry MoerlerKeller Williams Westlake Village

Thousand Oaks, CA

Terry@TheMoerlerTeam.com

(805) 377-9933

“I care about people, and I get up every day and thank Godthat I’m able to do what I love, and help other people.”