Intermediate Technology Program 1 Internet Leads, Enhancing Your Listings and Customizing your Agent Website

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1 RE/MX Mid-States and Dixie Regions Intermediate Technology Program 1 Internet Leads, Enhancing Your Listings and Customizing your gent Website Page 06/09

2 Table of Contents MUST RED! efore you begin please make sure you read the following requirements needed to accessing and managing your gent Intranet for your website. 1. MUST have taken or know the following: Read or taken the eginners Setup Course Have your website already fully setup Know how to navigate your website and your agent intranet quickly and easily. 2. The Following rowsers are support: Microsoft Explorer 5.5 or higher and running on a windows based system. 3. The following platforms and browsers are NOT guaranteed to work properly: Platforms-Macintosh and Linux rowsers-firefox, Safari or Opera What s In this ook? What to do with an Internet Lead: Page 3- ccepting Leads: Page 4 Client Profile: Page 5 Web ctivity: Page 6 ctivity Notices & Contact Notes: Page 7 a Client: Page 8 History & ulletin oard: Page 9 File rchive: Page 10 Every home has its own domain name: Page 11 Enhance your listings: Page 17 Listing Data: Page 19 Photos & Tours: Page 20 Virtual Showings: Page 21 Seller Reports: Page 22 Property Placer: Page 23 Site uilder: Page 24 Site Design: Page 25 Page uilder & Image Library: Page 26 Content Pages: Page 27 Page Objects: Page 28 My log: Page 29 SEO/My Searches: Page 30 How to get Help! : Page 31 Intranet Navigation Descriptions: Page 35 Page 2 06/09

3 RE/MX Mid-States and Dixie Regions Technology Program What to do with an Internet Lead Page 3 06/09

4 What to do with an internet lead 1 Leads are sent to you via your or however you setup your USER MN- GER area so as to deliver s to your computer or your cell phone/ handheld device. Upon receiving the lead notification log into your gent Intranet.. Note that you have leads.. Select the CLIENTS MNGER tab to accept the leads C. Select the top ballot box to select LL leads. D. Select: ccept Lead button E. fter the lead is accepted you will note that the lead will show up under Recent Client Web ctivity-last 14 days If the lead is over 14 days without activity you will locate the client under the Contact List tab. F. Select the View link to access the clients activity. NOTE: The LV s which means Listings Viewed. C D E F Page 4 06/09

5 2 Profile: This area pertains to the clients contact information, campaign groups, access and global notifications. This is your Contact Management System. I J C G D H F E. Client Contact information the client provided OR if you added the client you would provide all information known. The Client Contact will get all the s and drip marketing campaigns. 2nd Contact information This provides you with an additional contact name: spouse, Friend, family member etc. This contact will NOT get automated s. C. To Delete a client: Select this button. D. Lead Information: ctive, Incubating, Under Contract or Closed. You can search off these fields for contact management. NOTE: the transfer. E. Transferred Client: Displays if this client was transferred from another agent F. Real Estate Needs Profile: Specify the needs of this client. You can search off these fields for contact management. G. Client Classification: Set the level at which this client is during the sales cycle. You can search off these fields for contact management. H. Distribution Groups: Preset your client into the appropriate group to receive automated s from your campaigns. You can search off these fields for contact management. I. Web Client-My Home Finder ccess: llow or disallow a client from accessing their Home Finder account on your website. J. Transfer Contacts. This features provides you with the tool to transfer a current client to another agents website who is within the system. Select the office and agent name statewide. Page 5 06/09

6 3 Web ctivity: Provides you with the tools to view the searching habits, favorites, forms and needed information found on your website.. History: When the client first and last logged into your website. lso provides source, source type and if it came from a unique marketing link.. ctivity Summary: quick view of what your client has been doing in regards to saving favorites, properties or submitting forms and searches. C. Website ctivity: This view provides the exact homes viewed. Where the client came in from etc. D. Searches and Notification: This is the My Home Finder by area whereas the consumer has requested these home be ed. E. Favorite Properties: Unlimited folder for clients to save favorite listings as well as rate and make notes on the homes F. Forms Submitted: ny forms filled out by the consumer on the websites will be located here. Note: On the acceptance of a Hot Leads always refer to this section to locate the form that the consumer submitted. copy of this form will also be ed to your address. E F D C Page 6 06/09

7 4 ctivity Notices: This area provides the ability to be alerted when the client logs back into your website.. Client ctivity Notices ed to the gent-for This Client: You can control the notices ed to you for each individual client based on your need of knowing when they visit, save things or search for new listings. Do not forget to Update Client Settings once you have made changes. The default setting is Don t Me. 5 Contact Notes: Keep records of phone calls, s and any items during the course of the relationship.. This area is simply a text area. Develop a method to provide short notes, dates and times.. Do not forget to select the Submit button when completed. Note: This section is only visibly by the agent. Page 7 06/09

8 C D 6 Use this tool to quickly your client.. The client s name will auto-populate or you can change it.. Type in a Subject line C. Select from your predesigned letters or... D. Type in a personalized based on the visiting habits of your client. E. You can elect to send this now or select Send Later and schedule the to go out at a later date. E e Creative! Time tested solutions for ing from other associates. 1. When you first accept the lead review the web activity and make determinations on the needs of the lead/ prospect. 2. Prior to your drip marketing campaigns rolling out the day after you accept the lead. Send a personalized from your website to the lead/prospect. 3. Make the personally from you as in making comments about the homes the lead/prospect had visited. Offer up links (every home on your website has it s own domain name) in your to other homes in the MLS that you feel is of importance. 4. sk questions in your that are relative to the searches done by the consumer. Get the client to want to get involved. 5. Make your s short and non-aggressive. Friendly and welcoming. NEVER TYPE IN LL CPS! 6. Check your spelling and grammar. Other ideas. Once you have a relationship with the client use your system to schedule happy birthday s since the system can be automated to send by date. Use your system to remind your clients of important dates prior to the closing. If the dates are pre-scheduled setup the by date for each event (termite inspections, home inspection, surveyor, landscaper, lenders etc.) Page 8 06/09

9 7 History: This will provide you with a history of all s sent from the or from the drip marketing campaigns including newsletters. If you ever wonder if an was sent by the system to your client this is the place to look.. History Filter: llows you to select the s and run reports for the amount of days.. Client History: Shows you the s and you can select the and review them individu- 8 ulletin oard: Post a special message for your clients so that next time they come back to your website and log in your message will be waiting for them.. Gives a history of the messages you have posted.. This is the area where you post your message and hit submit. Page 9 06/09

10 C 9 File rchive: Post documents and forms online for clients to receive and pull down to print.. Files in rchive: This is the area that shows the documents that have been posted or archived. Upload File to rchive: You provide the name of the document then you browse your hard drive for the document or PDF to be uploaded. C. Then simply select Submit. Tip: Use the Google Toolbar to spell check your . Just a Reminder: Step 1: ccept the lead and take notice to LV, Select the VIEW link for your client Step 2: Review the Profile: What contact information did the client provide? If the following was provided:. If Valid was provided do not respond until Step 3. If a phone number was provided open up a new window and Google the number or use the online white pages online to see if the name matches up with the phone number. Do not call the number until after Step 3. C. If an address and city provided open up a new window and Google the address or use the white pages online and see if it matches up with the name or phone number. Do not or call yet until after Step 3. Step 3: Review the Web ctivity for the client. Determine the approx. price range and location of the homes viewed. Determine if any forms, favorites or saved folders have been created. Check to see if any Request Showing was provided. IF the consumer has provided you with a phone number then call the client using the information provided in the Web ctivity area. Step 4: Turn on ctivity Notices for an active client if you want to monitor their activity Step 5: Use the Contact Notes o keep notes on your conversation or of calls made. Step 6: If the client did not provide a phone number then select this step and send a personalized outlining the information provided in the Web ctivity area. NOTE: in the beginners setup course you had setup your drip marketing campaigns. So after the first personalized letter your drip marketing campaigns will take over. If you called the consumer then follow-up with a personalized as well outlining your conversations etc. Page 10 06/09

11 RE/MX Mid-States and Dixie Regions Technology Program Every Home Has Its Own Domain Name This Tool is a listing presentation tool as well as a tool to increase traffic to your sellers homes, to the agent website as well as a farming tool in the neighborhood. Page 11 06/09

12 Where to use this unique tool? Drive Traffic to your Sellers Home! Drive Traffic to your Website! Generate and capture Leads! Get More Listings! Farm The Neighborhood! Call it Enhanced Marketing! Where to use them? Flyers! Real Estate Magazine ds! Sign Riders Classified ds Everything printed pertaining to your sellers home! Page 12 06/09

13 1 Listings Manager: Login to your agent intranet and access your Listings Manager tab.. Your Listings: Select the listing from your inventory you want to get the unique domain name from.. lso note the URL Prefix=KS. Every MLS has their own Prefix. Refer to your area for the correct prefix. C. Report Keys: Quick views for you on your sellers homes. NOTE: the LV is visitors to your sellers home on from YOUR WESITE. The sellers reports shows all visitors from all RE/MX websites in the state to your 2 Listing Data: Located under this tab you will find the unique listing URL for the listing you have chosen from your inventory. David Teefy C. Listing URL(s): The unique domain name for your sellers home is shown in this area. Note in this example the domain name for the listing is my domain name forward slash and the MLS Prefix and MLS number. Note: Each MLS has its own Prefix. David Teefy David Teefy Dteefy.com/ks12345 Dteefy.remax-midstates.com/ks12345 Example: W W W. DTEEFY. COM / KS or KS is this MLS s Prefix. Please remember to check for your Prefix. Page 13 06/09

14 Or Take this one more step and purchase a domain name for the Sellers home to assure the Listing Contract is yours! Example: uy the ddress! Go to nd search on the address as a domain name for your Sellers home. Purchase it and then promote it on the Yard Signs, rochures, Leave ehinds, Real Estate ooks and more! Page 14 06/09

15 Purchase the domain name and then log into your account. The example will use Godaddy.com.. Log into the account. You will need to access the area of where your new purchased domain name is located.. Select Domains then My Domains Page 15 06/09

16 D Domain Control Center: Domain Name. Select the domain name by clicking on the domain name link 87CYPRESSDRIVE.COM E Domain Control Center: Forwarding. If your Forwarding is On or Off, Click on Change F Domain Control Center: Forwarding. Select the Enabled radio button. Go back to STEP 2 of every home has a domain name and copy and paste the unique domain name for the listing you want the purchased domain name to go to. Example: ks1234 C. Then Select Ok C Remember to check the domain name to see if it works before advertising. Page 16 06/09

17 RE/MX Mid-States and Dixie Regions Technology Program Enhance your Listings Page 17 06/09

18 1 Listings Manager: View your listings, enhance with photos, videos and vitural tours and run listing activity reports.. MLS Information: Shows you the MLS name, gent MLS ID and URL Prefix. lso view a MLS Update Report to see when your MLS last updated us with listings and photos.. Your Listing: Verify that all your listings are displaying in this list. C. MLS Listing Research: Select the MLS Name and enter a MLS number and search for this listing to find listing activity on any listing within your MLS. D. Visitors Viewing Listings: This is a report of what listings your site visitors have viewed in the last two weeks. C D MRKETING TOOL, NOTE and IMPORTNT: nytime you make a change to your listings this triggers the system to indicate a change or update to a listings. Since the system see s this as a change/update this home, if it is on someone s My Home finder listing or Wish list, will go out in the next day s to all people wanting to know more about this house if any changes are made. ny change on any of your listings causes the listing to go out in the next day to people wanting to be updated! You can make changes in your MLS and this will also trigger the listing to be sent via to those people who have the home saved in their Wish list. We recommend you change the Main Photo every one to two weeks. Page 18 06/09

19 2 Listings Data: Your listing information.. Listing URL: Use the Unique Domain Name for the house. Lisitng Description: The listing remarks are usually updated from your MLS. If you make any changes here, the MLS will no longer update this field. It will have to remain a manual update. C. Listing anner: There are several different banners to use to change the appearance of your listing and to draw more eyes. D. Temporary Price Change: Change the price of your listing so it will immediately change on the website instead of waiting for the MLS to update the price. E. Open Houses: You can schedule your home to be shown on the state, all office and agent websites. F. ttach Documents: ttach documents to your listings such as plat maps, HO information, etc. C NOTE and IMPORTNT: nytime you make a change to your listings this triggers the system to indicate a change or update to a listings. Since the system see s this as a change/update this home, if it is on someone s My Home finder listing or Wish list, will go out in the next day s to all people wanting to know more about this house if any changes are made. ny change on any of E F D Page 19 06/09

20 3 Photos and Tours: Make your listings stand out, take control of your marketing.. Main Photo: Change out your main photo either on the MLS or here. Refer to notes:. Manage dditional Photos: Change out your additional photos and add titles and descriptions. maximum of 12 total is recommended. C. Photo Titles: dd titles and descriptions to each of your photos. Move the photos around since you can change the order. D. Manage Floor Plans: If you have a copy of the floorplan for the listing, you can upload it in option 1 or you can paste a link to an off-site website in option 2! E. Virtual Home Tours: If you do your own Virtual tours you can add the link here. NOTE: if your MLS is providing the link in the data feed we will pick up your virtual tour link. However if the MLS does NOT provide this then you will need to manually add the link here. You can also add the link from your design center web commercials, slide shows and virtual tours. F. Video Home Tours: dd video tour links to open in a new window or add the embed html code for placing the video within the Listing Page. E F D C Page 20 06/09

21 4 Virtual Showings: Tool for communicating to registered clients, from other RE/MX agents in the state whose clients have visited your listing. This gives you the ability to inquire to the agent what their client thought about your sellers home.. Visiting Client: Shows the clients registration number only if this is another agent s client. No names are given. This number will be referenced in the from you. Note: N/ refers to non-registered users.. Showing gent: gent Name and Office whose website client has visited your sellers home. C. Virtual Showings: This is the link to select to setup a pre-set to send to the visiting clients agents . D. EXMPLE: of the sent. You can also make changes to this . EXMPLE OF EMIL C D Page 21 06/09

22 5 Sellers Report: This tool collects from all RE/MX Websites the total of visitors to your sellers home. This report can be manually sent or automated to go to your seller once a week Seller Reports are ed every Monday morning.. Examples: Here are examples of what may be included in the report.. utomated Seller Report: dd contact/seller name to have the reports send out automatically every Monday morning. Warning: You may not want to schedule for an automated report to go to your seller until you have noticed traffic to the sellers home. C. View Report: View the report and or print to the seller. D. Historical Report: This tool allows you to view, print and the listing activity as far back as 180 days. C NOTE and IMPORTNT: This tool is extremely useful in a listing presentation since it involves a one to one communication during your relationship with the seller. D Page 22 06/09

23 6 Property Placer: If you property is not accurately mapped, you can place your property in the correct location on the map.. Place Property on Map: Read Instructions.. Manually Edit Property: Manually edit property by longitude and latitude. Page 23 06/09

24 RE/MX Mid-States and Dixie Regions Technology Program Site uilder : The basics of customizing your homepage and creating individual pages. Page 24 06/09

25 1 Siteuilder: This area controls your homepage and all pages to your websites as well as marketing reports and search engine optimization tool.. Site Design: Select from multiple color themes for your website.. Choose from several types of layout for your homepage. C. Customize Your Homepage layout and change or add additional information in the Text rea (based on layout choice) D. Turn on or off Foreclosure Search tab on agent website (the default is off) C D Page 25 06/09

26 . The Design View allows you to easily add, edit, and format text and images as well as add hyperlinks to your website to give it a customized personality all its own without needing to have prior knowledge of HTML. Preview allows you to view the final product as it will look on your website. The Design View does not give a completely accurate representation of what the finalized version will look like. It is helpful, sometimes, to switch back and forth between the two views. C In Source View you can create anything you want without being limited to the basic tools offered in the Design View. If you are an advanced user and familiar with HTML, you will be able to set your website apart form the rest.. The Image Library is a collection of images for you to use on your website. Here you can upload any type of internet-ready graphic or choose from your company supplied collection of images. The Image Library is composed of three sections, click below to find out more. C. The Tools rea provides you with icons and functions like those found in using Microsoft Word or other document creating products. dd Link dd Marquee dd Table lign Center lign Left lign Right ackground old ullet List Copy Color Cut Font Horizontal Rule Indent Italic Justify Line reak Number List Paste Redo Remove Style Size Underline Undo Un-Indent Heading Page 26 06/09

27 2 Site Content:: This area controls your individual pages or content of your website... Top Navigation uttons: Shows the Tab on the website and the content of the tab. You can also edit this button name by clicking on Edit.. Link Name: Shows the individual description and links to the pages. C. Description-Sort-Move: llows for editing and moving description from one tab to another plus sorting order on the page. D. Show/Hide: Provides for showing the page or hiding it until competed. E. Type: allows you to fully edit the template page. F. dd Page: dd a blank page to your website for customization. G. dd a Link: dd a link to another website. C F D G E Page 27 06/09

28 3 Page Objects: llows for you to move your forms order or to change on what pages they show. lso allows for you to change your Featured Properties look. This area controls your individual pages or content of your website.. Page Object Selection: There are the many different forms/lead generators on each individual page in your website. These are located on the right hand side. You can select and move forms from one page to another based on your primary business needs.. Page Object/Sidebar Style: Different layouts and styles for your Featured Property areas on your homepage and interior pages. C. Header Slogan: dd a slogan to the top of your website pages. (note: this does not appear in the very top header area) the header slogan shows below the navigation tabs on each website page. D. Scrolling Footer: this is a small marquee for the footer of your website. Scrolling footer does not display in Internet Explorer 7.0 or higher. C D Page 28 06/09

29 5 My log: Start a blog and add photos and videos.. Subject: Set the date and add a subject before entering blog.. Image Library: dd images to your Image Library so you can insert images in to your blog. C. log: Type in text, add images and paste videos to add to your day s blog. For formatted pages, use one of your page builder pages in Site Content and copy and paste it in to your blog. Make sure your have turned your log page to Show under Site uilder, Site Content. D. Publish: Click on Publish to post your blog to your agent website. E. Previous Entries: View your previous blog entries here to edit and delete. C E D Page 29 06/09

30 3 SEO/My Searches: Create custom searches.. Create a My gent Saved Search : You can save a search that can be copied to a client, linked to another page or incorporate in to an SEO search page.. Create a SEO Search Page: Create custom search pages to submit to search engines. C. View Client Searches: View a list of your clients saved searches. D. My Saved Searches: View and manage your saved searches. E. My SEO Search Pages: View and manage your SEO search pages. Once your SEO Search page is created, you will need to go back to the SEO Manager to submit that page to the search engines. F. My SEO Community Pages: Provides a demographic report for a selected zip code. E D C F Page 30 06/09

31 RE/MX Mid-States and Dixie Regions LeadStreet Websites Online Help Easy as: WWW. REMXTRINER. COM Direct all agents to this website so we can track the needs of all associates. This service ticket system is audited and all website support managers have access to help and assist all associates, brokers and office staff in relation to the websites and design center. Page 31 06/09

32 RE/MX Trainer: 1 Putting in a service ticket is easy. Please visit: ww.remaxtrainer.com. Hours: Note the hours of operation in the upper right hand corner... Home: This is the start page. You can select any of the tabs on the level for your needs. However, the Home level is the start for placing a ticket in to the website support group. C. Placing a Ticket: Choose from the list provided as it pertains to your needs or issues. If you do not see it in the list, please use the General Help. D. Select Next C D Page 32 06/09

33 RE/MX Trainer: Create Service Ticket 2 Creating a service ticket.. Your Info: Provide your first and last name and your address.. Subject: Provide some type of description of the issue for the subject line. C. Message: Provide us with as much detail as possible. s much information as possible will speed up our response and a solution for your issue. D. Priority: The ticket is not determined by this field. Select the priority based on the urgency of your issue. E. Provide your city, state and office name. F. Select this box so you will be notified via when your ticket is responded to. G. Select Create Ticket. C D E F G Page 33 06/09

34 Website Support Contact Go Online Now! I am here to support your RE/MX Technology Internet usiness Platform. Please feel free to contact me about the website or the Marketing Design Center. Sincerely, Mid-States Region: Kelly Powell Dixie Region: Traci McKinley Website Support Manager Website Support Manager Kelly@remaxtrainer.com traci@remaxtrainer.com Direct: Direct: Toll Free: , Option 1 Toll Free: , Option 2 Make the following steps part of your daily business program. 1. Check your regularly or at least three times a day. 2. Check your website to assure your clients are listed properly and that all your photos are online, viewable for your internet clients. 3. Search your website daily so as to be familiar and experienced to guide your potential new clients online to their real estate needs. 4. e the Technology Pro in your market! The entire Technology Program has been developed to help our RE/MX professional sales associates in their daily needs to improve their internet business avenues. s part of this program we present a professional standard in your website needs and support items. Please contact your office administrator for further information about our programs. Sincerely, David Teefy Chief Technology Officer dteefy@remax.net RE/MX Mid-States and Dixie Regions Page 34 06/09

35 gent Intranet Top Tool ar Descriptions The User tab contains all the contact and user information for your website. Your website is Database Driven. This means that the information that you enter in the User section of your website is what displays on the website. It is essential that this information be kept up-to-date. In brief, if a prospective buyer/ customer can t find you, you run the risk of losing that prospective buyer/customer. You need to be sure your contact information is correct! This tab controls all of your Contact information, Password, ddresses, Zip Code Marketing rea, Wireless Instant cceptance, gent MLS ID, gent Photo, and Domain Name's) Management. The Site uilder tab controls all of your website s customization tools. This section contains some of the most powerful tools available in your industry. The Site builder tools allow you the flexibility to edit the default content or to completely customize your website. Move Page Objects from page to page, Change the template of your Featured Properties, dd Slogans and scrolling footers, one of a kind Search Engine Optimization tools and submit to search engines features, powerful website reporting tools and unique return of investment marketing source codes to track the value of your internet marketing locally or nationally. The Listing Manager is the driving force for adding site value. Even though the tools in this section may be perceived as only for dvanced (Power) Users, making an effort to learn these tools means you ll be able to more effectively attract buyers and market your listings. Enhance your listings by adding photos, editing the remarks, or create manual listings or Demo listings as well as maintain a list of Sold Properties that will enhance your profile. This is also where your Featured Property Controls reside. Included are uyers Tours, Sellers reports, reports on internet traffic to any listings within our system, Listing reports, Every Homes has it s own domain name feature, flyers and manual listings. Key area to accepting leads and generating your customizable campaigns. oth site usage reports and your prospective buyer/customer activity records are located in this section. Powerful Drip marketing and auto-responders and editable letters to meet your marketing needs. In addition, there is a robust add clients, upload or download your contact management list, contact management system with tasks, calendar and capabilities. Page 35 06/09

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