RE/MAX Mid-States and Dixie Region
Intermediate Technology
Program 1
What to do with
an Internet Lead
Agent Name: ____________________________________
User Name: _____________________________________
Password: ______________________________________
MUST READ!
Before you begin please make sure you read the following require-ments needed to accessing and managing your Agent Intranet for your website.1. MUST have taken or know the following:
• Read or taken the Beginners Setup Course
• Have your website already fully setup
• Know how to navigate your website and your agent intranet quickly and easily.
2. The Following Browsers are support:
• Microsoft Explorer 5.5 or higher and running on a “windows” based sys-tem.
3. The following platforms and browsers are NOT guaranteed to work properly:
• Platforms-Macintosh and Linux
• Browsers-Firefox, Safari or Opera
What’s In this Book?
What to do with an Internet Lead: Page 3 Setting Up Your Personal Campaigns: Page 11 Enhance Your Listings: Page 19
Agent Intranet Top Tool Bar Descriptions: Page 24 How to get Help! - Website Support Contacts: Page 26
RE/MAX Mid-States and Dixie Region
Technology Program
What to do with
an Internet Lead
A
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1
Leads are sent to you via your email or however you setup your USER MAN-AGER email area so as to deliver emails to your com-puter or your cell phone/ handheld device. Upon re-ceiving the lead notification log into your Agent Intranet.A. Note that you have leads. B. Select the “CLIENTS
MANAGER” tab to ac-cept the leads
C. Select the top ballot box to select ALL leads. D. Select: Accept Lead
button
E. After the lead is accepted you will note that the lead will show up under “Recent Client Web Ac-tivity-Last 14 days” If the lead is over 14 days with-out 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.
What to do with an internet lead
D
E
F
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Profile: This area pertains tothe clients contact informa-tion, campaign groups, access and global email notifications. This is your Contact Management System.
A. 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 emails and drip marketing campaigns B. 2nd Contact information This
provides you with an additional contact name: spouse, Friend, family member etc. This contact will NOT get automated emails. C. To Delete a client: Select this
button.
D. Lead Information: Active, Incu-bating, Under Contract or Closed. You can search off these fields for contact management. NOTE: the transfer.
E. Real Estate Needs Profile: Spec-ify the needs of this client. You can search off these fields for contact management.
F. Client Classification: Set the level at which this client is during the sales cycle. You can search off these fields for contact manage-ment.
G. Email Distribution Groups: Pre-set your client into the appropri-ate group to receive automappropri-ated emails from your email cam-paigns. You can search off these fields for contact management. H. Web Client-My Home Finder
Access: Allow or disallow a client from accessing their account on your website.
I. Transfer Contacts. This features provides you with the tool to transfer a current client to an-other agents website who is within the system. Select the office and agent name statewide.
D E F G A B H I
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Web Activity: Pro-vides you with the tools to view the searching habits, fa-vorites and needed informa-tion found on your website. A. History: When the clientfirst and last logged into your website. Also pro-vides source, source type and if it came from a unique marketing link. B. Activity: A quick view of
what your client has been doing in regards to saving favorites, properties or submitting forms and searches.
C. Website Activity: This view provides the exact homes viewed. Where the client came in from etc. D. Searches and Email
Noti-fication: This is the My Home Finder by email area whereas the con-sumer has requested these home be emailed. E. Favorite Properties:
Unlimited folder for cli-ents to save favorite list-ings as well as rate and make notes on the homes F. Forms Submitted: Any
forms filled out by the consumer on the websites will be located here.
D
E
F
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Activity Notices: This area provides the ability to be alerted when the cli-ent logs back into your web-site.A. Client Activity Notices Emailed to the Agent-For This Client: You can con-trol the notices emailed 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.
A
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Contact Notes: Keep records of phone calls, emails and any items during the course of the relationship. A. This area is simply a textarea. Develop a method to provide short notes, dates and times.
B. Do not forget to select the “Submit” button when completed.
A
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Email: Use this tool to quickly email your client.A. The client’s name will auto-populate or you can change it.
B. Type in a Subject line C. Select from your
pre-designed letters or . . . D. Type in a personalized
email based on the visiting habits of your client. E. You can elect to send this
now or select “Send Later” and schedule the email to go out at a later date.
B
C D
E
Be Creative!
Time tested solutions for emailing 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” email from your website to the lead/prospect.
3. Make the email 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 email to other homes in the MLS that you feel is of importance.
4. Ask questions in your email that are relative to the searches done by the consumer. Get the client to want to get involved.
5. Make your emails short and non-aggressive. Friendly and welcoming. NEVER TYPE IN ALL CAPS! 6. Check your spelling and grammar.
Other ideas….
• Once you have a relationship with the client use your email system to schedule “happy birthday” emails since the system can be automated to send by date.
• Use your email system to remind your clients of important dates prior to the closing. If the dates are pre-scheduled setup the email by date for each event (termite inspections, home inspection, surveyor, landscaper, lenders etc.)
A
B
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Email History: This will provide you with a history of all emails sent from the “email” or from the drip marketing campaigns including newslet-ters. If you ever wonder if an email was sent by the system to your client this is the place to look.A. Email History Filter: Al-lows you to select the emails and run reports for the amount of days. B. Shows you the emails and
you can select the email and review them individu-ally.
A
B
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Bulletin Board: Post a special message for your clients so that next time they come back to your website and log in your message will be wait-ing for them.A. Gives a history of the messages you have posted.
B. This is the area where you post your message and hit submit.
9
File Archive: Post documents and forms online for clients to receive and pull down to print.A. Files in Archive: This is the area that shows the documents that have been posted or archived
B. Upload File to Archive: 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 Sub-mit.
A
B
C
Just a Reminder:
Step 1: Accept 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: A. If Valid email was provided do not respond until Step 3
B. 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 email or call yet until after Step 3
Step 3: Review the “Web Activity” 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 pro-vided in the “Web Activity” area’s. Use Step 4 to keep notes on your conversation or of calls made Step 5: If the client did not provide a phone number then select this step and send a “personalized” email
out-lining the information provided in the Web Activity 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.
RE/MAX Mid-States and Dixie Region
Technology Program
Listing Tool
Setting Up Your
Personal
Campaigns
A
To-Do List Before Setting up your Campaigns.1. Determine the Groups of people who you work with: New Home Buyers, First Time Buyers, Land or commer-cial etc. Or break your internet leads down into “Types” of leads and design campaigns to go to them. Note: You will be adding people to campaigns by the group they are in.
2. For each group determine the number of emails over a period of time you want to be sent.
3. Compose your email letters using Notepad or Microsoft word. (Do not get fancy, just plain text and simple to the point text.
4. Save your letters in folders on your computer, name after each group.
1
Clients Manager: from here select Letters and then Create LetterA. Under the “Add Letter to your personal letter library” choose “Category”. Select the pull down menu and select “New Category” then type in the title of your category. In this example we will be setting up new “sign up” Letters
B. Give the letter a title: exam-ple: First letter out to wel-come new internet lead C. Provide a Subject Line the
consumer will see: Exam-ple : I hope my website helped you
D. Then of course provide a short but personal letter E. When done select: Add
Letter
NOTE: Continue this process to add each letter to the Category simply by selecting the created category when adding the next let-ter. A B C D E
2
Clients Manager: from here select Letters and then Let-ter LibraryVerify that your letters are all there. Select the “Preview” link to review them. Check for spelling errors. Re-member to make them short, to the point but friendly.
3
Campaigns: Scroll to the bot-tom of the page.A. Select: “Create Custom Cam-paign”
A
Let’s Start adding Letters
to a Campaign
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Campaign Assistant: REMEMBER: We are re-placing the sign up letters with our own.A. Give your Campaign a Name B. Select “Sign-Up”
C. Select “Continue”
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Confirm Your Setup: Verify that this is correct.A. Select: “Continue”
A
B
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Campaign Letters: This is where you will select the letters from your library to add to the new campaign NOTE: I am choosing from my newly created letters.A. Select the letter you wish to be sent first by selecting the radio button next to the letter. B. Enter in the number days after
the first event or lead acceptance in this case.
C. Select “Continue”
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Campaigns: Add another letterA. Select: “Add Letter”
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B
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Campaigns: When you have added all of the letters sim-ply finish by....A. Select: “Finish”
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Campaign Letters: Contin-ued from step 6.
A. Select the second letter you wish to be sent by selecting the radio button next to the letter.
B. Enter in the number days after the first event or lead acceptance in this case. C. Select “Continue” A B C A
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Activating the Campaign: .A. Select “Settings” for the “Welcome Letters” and select “OFF”. You should have a Red Flag when turned off.
B. Select the “Modify” but-ton next to your new let-ters and select the “ON” button. You should have a Green Flag when turned on.
A
B
You have just created three new letters
Created a New Campaign
Added the Letters to the Campaign
Replaced an old campaign
A B C
11
Campaigns Adding Groups: Add-ing Groups is like creating folders on your computer.A. Under Create New Cus-tom Group you will select the text box area for “Group Name” and enter the name of the group. B. Then select the “Group
Description” text box and enter in a description out-lining the purpose of the group.
C. To Create the Group se-lect “Create Group” Then Start at STEP 1 and create your letters for each Group
NOTE: When the letters are completed then Start at STEP 4 to Create the Campaign except this time in-stead of selecting “Sign-Up” you will select “Add-to-Group” and following the Steps thru adding letters to a campaign. When done move to STEP 12.
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Campaigns Activity Cam-paigns for Groups: A. Select “Modify” to turnon the new Campaign. B. Select “Recipients” to
se-lect the Group you want the campaign to go to. C. Pop-Up Window showing
Groups
A B C
RE/MAX Mid-States and Dixie Region
Technology Program
Listing Tool
Enhance Your
Listings
Your Website shows all of the listings. So why have your listing
just look like all the rest. Make your listing stand out. Use these
simple techniques in your listing presentation and show why
you are number one in your market.
1
Listings Manager: Select one of your listings from your inventory. Start at “Listing Data”A. LISTING URL: Use the “Unique Domain Name” for the house
B. LISTING DESCRIP-TION: Change the text to be more marketing. C. LISTING
BAN-NER:Change the Banner on the listing. You have 40 different banners and when you use one the banner color changes. Draws more eyes. D. Open Houses: You can
schedule you’re home to be shown on the state, all office and agent websites. NOTE and IMPORTANT: Anytime you make a change to your listings this “triggers” the system to indicate a change or update to a list-ings. 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 email to all people wanting to know more about this house if any changes are made. Any change on any of your listings causes the listing to go out in the next day email to people wanting to be updated!
A
B
C
D
MARKETING TOOL, NOTE and IMPORTANT:
Anytime 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 email to all people wanting to know more about this house if any changes are made. Any change on any of your listings causes the listing to go out in the next day email to people wanting to be updated!
You can make changes in your MLS and this will also trigger the listing to be sent via email to those people who have the home saved in their “Wish” list. We recommend you change the Main Photo every one to two weeks.
2
Photos and Tours: Make your listings stand out, take con-trol of your market-ing.A. MAIN PHOTO: Change out your main photo a month either on the MLS or here.
B. Change out your interior or exterior photos or bi-weekly. PLUS you can add up to 12 total photos so add more
C. Add titles and descrip-tions to each of your photos. Move the photos around since you can change the order. D. If the house is a new
home under construc-tion use this area for the floor plans. If not and you need to add more photos you can add up to 12 more photos with titles and descriptions. OR ad a link to an off-site weboff-site!
E. If you do your own Vir-tual tours you can add the link here. NOTE: if your MLS is providing the link in the data feed we will pick up your vir-tual tour link. However if the MLS does NOT pro-vide this then you will need to manually add the link here. You can also add the link from your design center web com-mercials and virtual tours as well. A B C D E
MARKETING TOOL, NOTE and IMPORTANT:
Anytime 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 email to all people wanting to know more about this house if any changes are made. Any change on any of your listings causes the listing to go out in the next day email to people wanting to be updated!
You can make changes in your MLS and this will also trigger the listing to be sent via email to those people who have the home saved in their “Wish” list. We recommend
3
Virtual Showings: Tool for communi-cating to registered clients, from other RE/MAX agents in the state whose. Whereas the client has visited your sellers home. Gives you the ability to inquire to the agent what their client thought about your sellers home.A. Visiting Client: Shows the clients registration number ONLY. No names are given. This number will be refer-enced in the email from you. Note: N/A refers to non-registered users.
B. Showing Agent: Agent 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 email to send to the visiting clients agents email.
D. EXAMPLE: of the email sent.
A B
C
D
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Sellers Report: This tool collects from all RE/MAX Websites the total of visitors to your sellers home. This re-port can be manually sent or automated to go to your seller once a week or once a month.A. Daily Detail Seller Re-port: Keep the ending date as is but you can choose the pull down menu for the number of days for the report. B. VIEW REPORT: Pull
and view the report (show below) email or print to the seller. C. Schedule Seller Report
for Delivery: This tool allows you to add or pull your client’s name from your contact list and have the report sent monthly or weekly. WARNING: Never schedule for an automated report to go to your seller until you have noticed traffic to the sellers home.
NOTE and IMPORTANT: This tool is extremely useful in a listing presentation since it involves a one to one com-munication during your rela-tionship with the seller.
A C B B
EXAMPLE OF REPOR
T
The Site Builder 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 de-fault content or to completely customize your website. Move Page Objects from page to page, Change the template of your Featured Properties, Add Slogans and scrolling footers, one of a kind Search Engine Opti-mization 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.
Agent Intranet Top Tool Bar 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, Email Ad-dresses, Zip Code Marketing Area, Wireless Instant Acceptance, Agent MLS ID, Agent Photo, and Domain Name's) Management.
The Listing Manager is the driving force for adding site value. Even though the tools in this section may be perceived as only for Advanced (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 en-hance your profile. This is also where your Featured Property Controls reside. Included are Buyers 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 email campaigns. Both 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 email capabilities.
Easy to view online self help movies to assist on your time table. The library is growing and new items are added based on the needs of the associates.
Website Support Contact
The entire Technology Program has been developed to help our RE/MAX profes-sional sales associates in their daily needs to improve their internet business avenues. As 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 [email protected]
RE/MAX Mid-States and Dixie Regions
I am here to support your RE/MAX Technology Internet Business 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 [email protected] [email protected]
Make the following steps part of your daily business program. 1. Check your email 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. Be the Technology Pro in your market!