UPGRADING TO INTOUCH PRO. Additional intouch features to create more business-building opportunities.

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1 UPGRADING TO INTOUCH PRO Additional intouch features to create more business-building opportunities.

2 UPGRADE TO INTOUCH PRO AND CREATE EVEN MORE BUSINESS-BUILDING OPPORTUNITIES. Want to keep your conversion cycle turning deal after deal? intouch PRO is the complete communication and lead management system that makes it easier than ever to attract and respond to new clients, engage your contacts, and promote yourself and your properties. LEAD MANAGEMENT Start funneling in leads from major real estate websites and your own company and InTouch websites. Not only will you attract and respond to leads quickly and professionally, you ll see them integrated into InTouch s contact management system for effective follow-up marketing. CONTACT MANAGEMENT Import contact lists, schedule automated campaigns and manage all of your contacts from one central location. Engaging your sphere of influence has never been easier. PERSONAL AND PROPERTY MARKETING Use InTouch s marketing center to customize professionally designed templates and develop your own and direct mail campaigns. You ll also get your own InTouch website for additional lead capture and client engagement activities. INTOUCH PRO EXCLUSIVE FEATURES -WHEN YOU UPGRADE TO INTOUCH PRO, YOU GET THESE EXPANDED CAPABILITIES FOR EVEN MORE BUSINESS-BUILDING FIREPOWER: CUSTOM DOMAIN NAMES Attract and capture more leads by adding a custom domain name to your personalized InTouch website. MORE POWERFUL LEAD GENERATION Place the search widget on most sites where you have a web profile and drive homebuyers directly to your listings on your InTouch website. AUTOMATED MARKETING CAMPAIGNS Choose from thousands of available design templates or build your own custom marketing campaigns and use the system s automation features to manage them professionally. SINGLE-PROPERTY Ramp up your property marketing by creating individual websites for each of your listing properties. LOCAL MARKET REPORTS Generate and distribute local market reports that position you as the neighborhood expert. CONCIERGE SUPPORT Live, personal customer support for InTouch PRO users via phone or Monday-Friday. UPGRADE TO INTOUCH PRO FOR ONLY $175 A YEAR (A $1300 VALUE)! Go to your intouch dashboard via the NRT Gateway and click the ad along the right. See the following pages or additional information and options for upgrading to intouch PRO.

3 INTOUCH VS. COMPETING PRODUCTS

4 UPGRADING TO INTOUCH PRO From Your intouch dashboard, click on the intouch PRO Learn More button (right-hand side of your dashboard).

5 UPGRADING TO INTOUCH PRO STEP ONE Click on the Activate intouch PRO button.

6 UPGRADING TO INTOUCH PRO STEP TWO Read through terms and conditions and enter your billing information. Please note, your credit card will not be charged during the first 30-day complimentary intouch PRO period.

7 UPGRADING TO INTOUCH PRO STEP TWO (CONTINUED) Read through terms and conditions and enter your billing information. Please note, your credit card will not be charged during the first 30-day complimentary intouch PRO period.

8 UPGRADING TO INTOUCH PRO STEP THREE Order confirmation screen. Simply select Next Step button.

9 UPGRADING TO INTOUCH PRO STEP FOUR In this final step, you will either select a new domain name (Choose My Domain tab), or enter a domain name you have purchased through a domain register like, GoDaddy.com (Use My Domain tab). Please read through all pages of STEP FOUR before continuing.

10 UPGRADING TO INTOUCH PRO STEP FOUR (CONTINUED) Tab: Choose My Domain If selecting this tab, you will enter your preferred domain name and click the Find button. If the domain is available you will be prompted to click Register domain (Market Leader registers the domain for you). Once you register your domain, now enter your intouch prefix. Lastly, click Finish Setup button. The Choose My Domain tab option is the most user friendly method when upgrading to intouch PRO. The prefix will be a whatever domain name you selected. For example, if your domain name is: heidimarketingbonnel.com, your prefix may be heidi. Your intouich name would then be: heidi@heidimarketingbonnel.com With this option, Market Leader is purchasing and registering the domain for you.

11 UPGRADING TO INTOUCH PRO STEP FOUR (CONTINUED) Tab: Use My Domain Do you have an account with your existing domain? If so, please read IMPORTANT INFORMATION below regarding using an existing domain with address. If selecting this tab, you will enter your already purchased domain name and you have associated with that domain name. When using an existing domain name and address, you will need to have your domain provider login information available (example GoDaddy.com login credentials). If you are using this option, you will have to pay for the domain outside of the Market Leader platfrom. When entering your domain name, do not include https or www. IMPORTANT INFORMATION REGARDING USING AN EXISTING ADDRESS. When completing this type of InTouch PRO upgrade, you will lose the ability to send and receive on your current domain address with existing clients (i.e. Outlook, myrecafe, and handhelds). All e-ail sent to your domain address will now flow into your InTouch account. The PRO Help Desk ( ) can assist you with this option. If you do NOT have an account associated with your existing domain, this option is as easy as the Choose my Domain tab option.

12 UPGRADING TO INTOUCH PRO STEP FOUR (CONTINUED) Tab: Use My Domain Here is additional important information provided by Market Leader when selecting the Use My Domain tab: The name server settings can be changed by logging into your domain registrar (e.g. GoDaddy, Directnic, Network Solutions, etc.). A domain registrar is the organization or company where you purchased and registered your domain. You will need to log in to your registrar and go to Manage DNS/Name Servers, and replace the existing name servers with Market Leader's name servers (included below). Please note, by changing these name servers, we are not taking ownership of your domain, we are simply hosting it for you. If you have any questions with this step, please call your registrar and they can assist you with making these changes. If you have any addresses attached to the domain you wish to use, please either select a different domain, or call the intouch PRO desk at Market Leader Name Servers (DNS): NS1.MARKETLEADER.COM NS2.MARKETLEADER.COM In order for us to host your Market Leader website with your domain, your Domain Name Server (DNS) settings will have to be changed in order for your website to display, and for your Market Leader system to function properly. NOTE: If you currently have any addresses tied to the domain you wish to use (e.g. John@YourDomain.com), then we strongly recommend using a different domain, as your current functionality can be greatly affected. In addition, if your domain is currently associated with another website, it is also important to know that once you update these name servers, your Market Leader website will replace whatever website was there before. Name server changes can take up to 24 hours to fully process, so it is normal for your website to be intermittently unavailable within that time period. If you have any questions regarding name server settings, please call the intouch PRO desk at If you already own a domain name that you would like to use with your Market Leader website, you will first need to update your name server settings (DNS) before completing your set up. Once your name server settings have been changed, you may need to wait up to hours to enter your domain in the set-up screen to complete your website setup.

13 UPGRADING TO INTOUCH PRO CONGRATULATIONS YOU RE NOW PRO! Remember, your credit card will not be charged during the first 30-day complimentary intouch PRO period.

14 UPGRADING TO INTOUCH PRO LOOK FOR THESE S Once you upgrade, you will be sent three s from the Market Leader team. These s will go to whatever you have entered in your admin tab, as your non-intouch address. Please remember, if you need assistance during upgrading to intouch PRO or once you are using intouch PRO, you are encouraged to contact the intouch PRO Concierge Desk at If you are a Core intouch user, please contact the NRT Help Desk at with your questions.

15 UPGRADING TO INTOUCH PRO FAQS What if I want to use the same domain I m currently using for my myrecafe website? You can use that same domain, you will simply need to update the DNS records with your domain registrar (i.e. GoDaddy). Remember, if you have an you are currently using with that vanity domain, when you update your DNS records to point to the MarketLeader platform, that address will now be associated with your intouch account. What if I want to upgrade to intouch PRO but only want to forward/point my domain to my cbintouch provided domain? In this case when upgrading to intouch PRO, it is suggested to use the Choose My Domain tab and select an alternative domain. Once you complete the upgrade process, you would then go back to your domain registrar and point (also known as updating the A Record) your preferred domain to your new intouch PRO domain. Here is an example: I just upgraded to intouch PRO and selected heidimarketingbonnel.com as my new intouch website domain and heidi@heidimarketingbonnel.com as my new intouch . I would prefer to continue to use heidibonnel.com as my website domain, but am currently using the tied to this domain with my Zimbra and myrecafe clients. After I upgrade to intouch PRO, I would go to GoDaddy.com and change the A Record in my settings to point heidbonnel.com to heidimarketingbonnel.com. Now when a consumer goes to heidibonnel.com, they will land on my new intouch website. It is important that when you select this option, you only forward, you do not forward and mask your domain (this is an option with your domain registrar). What happens to my myrecafe website if I decide to use the same domain I am currently using for that site with my new intouch PRO site? Your myrecafe website will revert back to a non-vanity domain site (i.e. myrewebsite.com/heidibonnel). All of the content will still remain on that site. During the transition period, it is suggested to use widgets to let consumers know your website has moved to a new location. intouch PRO also offers search widgets that you can plug into your myrecafe website and other online marketing sites to help drive consumers to your new site. Here is an example:

16 Coldwell Banker The Place To Be 2016 Coldwell Banker Real Estate LLC. All Rights Reserved. Coldwell Banker is a registered trademark licensed to Coldwell Banker Real Estate LLC. An Equal Opportunity Company. Equal Housing Opportunity. Each Coldwell Banker Residential Brokerage Office Is Owned And Operated by NRT LLC. Real estate agents affiliated with Coldwell Banker Residential Brokerage are independent contractor sales associates and are not employees of Coldwell Banker Real Estate LLC, Coldwell Banker Residential Brokerage or NRT LLC.