Remember to take advantage of the Salesforce Mobile app. From the menu list you can search for specific documents, see all of your contacts and their information as well as add new contacts. You can also create transactions, log calls, create tasks and take notes. You also have access to all of your files under […]
Category: Training
Agent Focus Tip #2- Using Matrix Last Portal Visit
Go into matrix and under the matrix tab click on contacts. Here you can see all of your contacts who you have searches set up for. Click on Last Portal Visit and you can see who has recently visited their portal and who is actively looking at listings. Make this your call list for the […]
Agent Focus Tip #1- Realosphere Realtor.com list view
Go into your contacts in realosphere and pull up your realtor.com leads view. (*You can do this activity with any of your contacts in realosphere on a regular basis*) Call, email or text to follow up and touch base with each one. Record your notes on the right hand side under Activity. It will keep […]
Waterfront Property – Research and Resources
Learn advanced techniques for researching waterfront property for your buyers and sellers. Find waterfront properties that are hidden in our own MLS. Includes instruction on where to access zoning, ordinances and permit information.
LinkedIn For Real Estate Professionals
LinkedIn is the most popular professional network with over 660 million users world wide. Learn how to effectively use it to grow your own network.
Realosphere: Introduction to CRM and Transaction Management
Learn the fundamentals of the company’s integrated CRM and transaction management system.
Logging Into The Office Computer Network
Our new office computer network is easier and more secure than ever. Once you are logged in you’ll have access to all your cloud applications, personal browser settings, bookmarks, etc.
Real Estate Photography Tips
Professional photos are usually the best option for most listings, but sometimes you do need to take your own pictures. Follow these guidelines for the best results.
Using Your Forewarn App
We are now providing all full time agents in the office with the Forewarn app. The use of Forewarn is covered in our policy manual. Here is the specific policy. You should only use Forewarn as it is specifically described in the manual. By using your account you are agreeing to Forewarn Terms and Conditions. […]
Five Steps To Getting on the First Page of Google
Online exposure for a real estate professional is more important that ever, but not for the reasons you may expect. For example, don’t expect to build a web site and start getting leads right away. There are tens of thousands of real estate web sites in your local market alone, so expecting that your “Fort […]