Moving to a new city can be exhilarating and challenging at the same time. In order to make the relocation a positive experience, it’s important that employees have an opportunity to tour the new area prior to the move. Transferees who take the time to learn about the new location prior to the relocation will feel more comfortable, and possibly excited, about the relocation.

Whether the employee is moving within the U.S. or abroad, XONEX Relocation will arrange for a local expert to give them an area tour prior to the relocation. The goal of the orientation tour is to give transferees a basic familiarity with the neighborhood and surrounding areas. Typically, they will learn about shopping areas, medical facilities, houses of worship, nightlife, schools and more. In order to ensure that they see everything, we recommend a minimum of one day and we often arrange multi-day programs upon client approval. Area tours generally include the following:

• Programming based on needs assessment

• Tour of expatriate areas  (if moving abroad)

• Major features and landmarks

• Parks

• Museums

• Churches, Temples, Mosques, etc.

• Leisure activities

• Public transportation facilities

• Shopping, grocery and specialty markets

Every employee is going to have different needs at their new location. XONEX Relocation is happy to tailor area tours to meet specific criteria upon request. It is always our goal is to ensure that every transferee learns as much as possible about their new location so that they feel empowered and comfortable in their new home.

One of the best ways to ensure that employees have a successful relocation is to help them find a great home at destination. Whether buying a new home or renting, they will need helpful information about the new location, as well as access to qualified and knowledgeable Realtors and service providers. XONEX Relocation’s home finding services are designed to give transferees access to the best talent in the market so that they find a home and feel comfortable in their new location as quickly as possible.

Every employee that relocates with XONEX is assigned a relocation services manager who will connect them with the highest quality realtor in the market, as well as other helpful resources in the new location. We also provide every transferee with a neighborhood community profile that details the demographics of the area, public and private school systems, houses of worship and other important community services.

Upon initiation, we will discuss lifestyle, housing preferences, family needs and financial requirements with the transferee in order to brief the Realtor on any preferences in advance of the home finding trip. This process saves the transferee time and ensures they will only see homes and parts of the community that meet their personal needs. Once a home is found, whether it is for purchase or rent, XONEX Relocation will assist the employee with negotiation advice to help facilitate the deal.

Our objective is to provide relocating employees and their families with personal consultation and helpful resources so that they can make informed decisions about their new home. Thorough home finding assistance not only helps the transferee settle sooner, but it also reduces disruption and increases employee productivity during the transition.

In all likelihood, a transferee who is planning to buy a new home will need mortgage services to facilitate the sale. In today’s market, it’s important that transferees are counseled on new mortgage rules and trends so that they can make an educated decision about their loan and fiscal responsibilities.

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XONEX Relocation provides mortgage services to employees who are buying and/or selling a home during the relocation process. For sellers, we provide services to pre-qualify potential buyers to ensure that they are able to make the purchase. For buyers, XONEX Relocation will work the transferee to find suitable funds for their purchase. Mortgage services on either side of the buying and selling process will speed the transition, saving valuable time and reducing costs for clients and their transferees.

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To better serve our clients, we have built strategic partnerships with leading mortgage providers who will cater to the needs of the transferee. Working with traditional and online mortgage companies, we provide an efficient mortgage application procedure, faster mortgage processing and less paperwork. This mortgage service saves time and money for both the employee and employer by speeding up the transaction and settling-in process.

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In addition to facilitating the mortgage process, XONEX will assist the transferee with the following:

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• A specific lending team, accessible at any time, with one point of contact for the borrower

• Extended rate lock options

• Free pre-qualification and pre-approvals prior to house hunting

• Free float down option to lower a locked rate if rates improve

• Consideration of trailing partner income

• Quick and hassle free closings

• Limited documentation requirements

• Unparalleled customer care from the initial call through closing

• Value-added perks including mini-vacations, home warranty protection and closing cost credits

• Detailed reporting

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When it comes to mortgages, the devil is always in the details. XONEX Relocation aims to make the process as easy and clear as possible for transferees so that they can focus on work, family and the remaining aspects of their relocation.

Temporary corporate housing is a necessary relocation service if there is a lag between permanent accommodations or if the employee is on a short assignment. Understandably, temporary living can be hard on executives who are waiting for their new home or are missing their own home. That’s why it’s critical to have a variety of options so that they can pick a facility that is most suited to their needs.

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XONEX Relocation works with a number of leading corporate housing providers and can meet executive relocation requirements, no matter where the destination. In fact, we use geographic specific providers in most major cities, which dramatically improves availability for transferees, while also controlling costs for our clients.

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Prior to selecting any accommodations, transferees will have the opportunity to visit several pre-selected apartments or hotels for short-term rent that fit within the approved budget. This way, they can see their options first-hand and pick a community that fits their personal criteria. XONEX Relocation will also provide web links to facilities and comparisons of the positive and negative aspects of each property so that they are well informed.

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Once the transferee has picked their desired location, XONEX Relocation will help the negotiate for the best available rental price and most favorable extras or improvements including cleaning, pet authorization, additional furniture and more.

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Our objective is to always coordinate the most comfortable temporary housing accommodations available so that executives can feel settled, even if for a short period of time.

Once all the preparation done and it’s time for the transferee to move, additional support is needed to ensure that all moving logistics go according to plan. Last minute surprises and a lack of information will create additional stress for the transferee and their family, so it’s important that they have access to resources during packing, loading, delivery and the settling-in period.

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XONEX Relocation is the industry leader in moving household goods for transferees. Our in-depth knowledge of moving operations given us an unparalleled understanding of the moving process, no matter which mover we are working with. Our relocation service managers will work closely with move coordinators for each transferee to ensure everything runs as smoothly as possible from start to finish, including the following:

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Move Monitoring

• Initiate the move order registration in the system, select a destination agent, and electronically notify operations to schedule self-haul and driver/van assignment

• Confirm load and delivery dates with operations and discuss special shipment concerns with the van operator

• Confirms the pack, load and delivery dates again with the transferee prior to the move

• Notify the transferee of arrival time at least 24 hours in advance

• Ensure timely arrival of the moving crew

• Determine the transferee’s satisfaction with the packing crew on packing day

• Determine the transferee’s satisfaction with the driver and crew on load day

• Arrange for any destination services, including unpacking and debris pickup, with the destination agent

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Delivery Procedures

• Call the transferee on the delivery day to confirm timely arrival, determine the transferee’s level of satisfaction

• Inform the transferee to expect a post-move assessment questionnaire

• Inquire of any known loss or damage

• Call on Day of Unpacking (if performed)

• Fax and/or call account with verbal move completion report

• Email the client with an update upon completion of the move

• Provide a performance appraisal questionnaire (PAQ) is automatically sent upon delivery to the transferee. This form can be completed online.

Claims Management

XONEX Relocation service providers will also work with moving coordinators and the transferee to manage claims, should they arise. Prior to the move, transferees will receive information about claims procedures so that they can discuss any questions with us in advance. Our claims procedure typically entails the following:

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• All transferees receive a claim form in pre-move packet of information and an online claim form via the Transferee Gateway is also available

• The transferee is contacted on delivery day to see if there is any apparent damage at that time. If there is, we will assist the transferee in completing the form and arranging for an immediate inspection

• The transferee will be contacted seven days after the move and again in fourteen days as part of quality control; if damage has been found during this time frame we will assist the transferee.

• Upon receipt of the claim form, we will assign a repair firm based on the nature of the item damaged, etc. We have an extensive database of repair facilities and have long-term relationships with a number of specialized firms. The repair facility will then contact the transferee and arrange for an on-site visit.

• The repair expert will assess the damage and work with the transferee to either repair or determine settlement based on replacement value. Oftentimes, repairs are completed during this first on-site visit.

• Regular review of any outstanding claims occurs at weekly account meetings

• Senior management is actively involved when serious situations develop and we will work decisively to settle the claim as expeditiously as possible and with the least amount of stress for the transferee.

Temporary corporate housing is a necessary relocation service if there is a lag between permanent accommodations or if the employee is on a short assignment. Understandably, temporary living can be hard on executives who are waiting for their new home or are missing their own home. That’s why it’s critical to have a variety of options so that they can pick a facility that is most suited to their needs.

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XONEX Relocation works with a number of leading corporate housing providers and can meet executive relocation requirements, no matter where the destination. In fact, we use geographic specific providers in most major cities, which dramatically improves availability for transferees, while also controlling costs for our clients.

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Prior to selecting any accommodations, transferees will have the opportunity to visit several pre-selected apartments or hotels for short-term rent that fit within the approved budget. This way, they can see their options first-hand and pick a community that fits their personal criteria. XONEX Relocation will also provide web links to facilities and comparisons of the positive and negative aspects of each property so that they are well informed.

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Once the transferee has picked their desired location, XONEX Relocation will help the negotiate for the best available rental price and most favorable extras or improvements including cleaning, pet authorization, additional furniture and more.

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Our objective is to always coordinate the most comfortable temporary housing accommodations available so that executives can feel settled, even if for a short period of time.

For transferee’s who have children, finding a good school in the new location is a top priority. It’s hard for parents to understand the nuances of each school district without help from a resident expert, which is why school finding assistance is one of the most popular relocation services offered for both domestic and global assignments.

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XONEX Relocation offers school finding services for employees moving anywhere in the world. Through our extensive networks in the U.S. and our partnership with Global Relocation Services (GRS), we have the breadth to connect relocating employees with the best education experts in their new location. Our school finding relocation services include:

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• Needs analysis for each child

• Comparison of origin and destination school systems

• List of appropriate schools

• School selection guides

• School appointments and visits

• Placement services

• Customized programs for special educational needs

Relocation can be especially hard on children, which is why it’s important that they are settled into a routine and introduced to new friends as quickly as possible. Taking the anxiety out of finding a good school will greatly benefit the family, making the relocation a more positive experience for everyone involved.

The number of families that rely on dual incomes has increased dramatically over the years and companies need to be prepared for the relocation challenge this presents. A transferee with a working spouse will surely be concerned about their partner’s ability to find meaningful work in the new location. This is magnified when the family is dependent on a dual income or when the spouse has invested in their own career which may now be at risk because of the relocation. Either way, providing career coaching services to spouses to help them find a job in the new location will greatly benefit the transferee, their family and ultimately, ease the transition.

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XONEX Relocation works with leading providers to provide domestic and global career coaching to assist trailing spouses with finding a job. Each candidate will work with a personal career counselor matched by geography and skill set. Depending on the corporate relocation policy, their career coach can help them with everything from mapping out career options and employer research to resume writing and establishing an online presence.

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With a program that provides adequate support, employers can reduce the stress that accompanies the job search by helping trailing spouses identify the best opportunities in the shortest amount of time possible. In turn, the family will settle more quickly, allowing the transferee to focus on their new job responsibilities.

While many companies are quick to consider spousal support and child-care assistance for relocating employees, elder care is often overlooked as an important relocation service. Now, however, it’s rapidly becoming a critical benefit as a result of an aging population that will exceed younger generations for the first time in history. To prevent relocation resistance, policies should be updated to provide appropriate assistance to the increasing number of employees with elder care responsibilities.

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XONEX Relocation offers elder care assistance among our relocation services. Typically, elder care services include research and guidance on elder care resources, including assisted-living centers, adult day care providers, state Medicare requirements, and support groups for full- or part-time family caregivers.

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Most transferees that need elder care assistance will have a lot of concerns about nursing homes, assisted living and other living communities. For this reason, we are sure to ask about these needs during our initial call to the transferee so that we can arrange for facility tours during orientation trips. We will also provide a local expert who can answer any questions and give recommendations based on their knowledge of the area.

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Ultimately, ensuring that transferees can meet their elder care responsibilities in their new location is paramount to the success of their relocation. Providing elder care assistance will help mitigate any problems upon arrival so that employees can settle-in to their new environment and return to work as soon as possible.

t’s normal for employees to incur expenses during a relocation or temporary assignment. Organizing these expenses without a system in place can be a hassle for the employee and a time-consuming project for the client. Fortunately, XONEX Relocation offers online expense reporting that gives employees easy access to quick and paperless expense reporting.

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The XONEX Relocation online expense filing process is easy to use and has controls to ensure that all expenses submitted for reimbursement adhere to corporate policy. These controls help remind the employee what is covered, while also making it easier corporate relocation managers and payroll to track and control all expense activities.

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All of our expense reporting programs are designed around the approved relocation services policy to ensure that transferees are limited to the categories that have been initiated for them. Once eligible expenses are submitted, an expense analyst will verify each item is properly documented with receipts. The entire report and audit is then digitized and available for client review. If any expenses are questionable, our expense analysts will work with the transferee and client to come to a resolution.

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Once expenses are approved, the employee is reimbursed by check or direct deposit. XONEX Relocation works closely with our clients’ payroll teams to ensure tax reporting and gross-ups are properly coordinated and tracked.

An employee who accepts a relocation package must be prepared for many changes, including fluctuations in living expenses if they are moving to a more expensive location. Sometimes, especially when moving abroad, the cost of living increase can be substantial enough to require additional support from the employer. Allowances, or cost of living adjustments, provided to transferees are most often used for temporary relocations, but permanent relocations may receive a base salary adjustment to offset market conditions. In either case, it’s critical that the employers compare cost of living expenses in the new location to determine an adjustment that is reasonable and cost effective.

XONEX Relocation conducts cost of living comparisons in markets around the world in order to provide our clients with the information they need to make informed decisions on adjustments for their relocating employees. Using up-to-date data on expenses, currencies, market fluctuations, tax regulations, housing data and more, we help our clients create customized policies that account for cost of living adjustments.

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At XONEX Relocation, it’s always our goal help clients provide cost-effective and competitive relocation benefits. Proper cost-of-living comparisons and adjustments will help clients retain talent by encouraging employees to accept relocations, no matter the location.