RAND FAQs

Join Mike Gow from Better Homes and Gardens Real Estate to learn about PinPoint an exclusive database of over 175 million Meredith brand-loyal customers for your property marketing efforts.

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Learn how to format your contact list to upload it to Boost for targeting your sphere with Agent Promotion ads

You can upload lists of contacts for your Boost Agent Promotion ad and target your sphere.

What does Boost need in order to target my contacts?

Boost needs to have either an email address or a phone number in order to identify a contact and serve ads to them. If you have BOTH email and phone number for any given contact, that works too and provides more information for our targeting system.

The Boost uploader will scan through your uploaded list and search for email addresses and phone numbers. It will skip any other contact information and just identify the email and/or phone number on any given row. If there are identical email AND phone number on multiple separate rows, we will treat these as a single contact.

What format and file type does my list need to be in?

The Boost uploader will accept files in the file format CSV.

While the Boost contact uploader will search for the right information, it will perform best if the following two-column format is used:

https://organimi.zendesk.com/hc/en-us/articles/115002095454-Creating-an-Excel-CSV-File-for-Import

Phone numbers must include area code and be 10-digit or 11-digit. Any style is acceptable.555.555.1212555-555-1212(555)555-1212(555)-555-12121-555-555-1212+1-555-555-1212

Any given email address can have multiple phone numbers, but each pair must be on a separate row. Any given phone number can have multiple email addresses associated, but each pair must be on a separate row. If there are multiple email addresses or multiple phone numbers on any given row, the upload will fail.

Is there a minimum or maximum number of contacts I can upload?

A list can have a maximum of 10,000 rows. We recommend a minimum list size of 100 for optimal ad performance, but smaller lists will also work. If you do not have a list to upload and would still like to run an Agent Promotion campaign, you can skip this list completely, and just target based on the area you've chosen.

What is a CSV?

A Comma Separated Values (CSV) file is a plain text file that contains a list of data. CSV files can be opened or exported from MS Excel or Google Sheets. Most contact databases will automatically export a CSV file.

For more information on what a CSV file is and how to create one for import, please see this link.

Is my contact list secure when I upload to Boost?Yes. Boost will never share or sell any of your contact list data, and this list will only be used for targeting on your own ads and no other agent. We take security seriously and we understand that you own the data on the lists you're uploading to Boost.

Written byEvelyn Christianson - HomeSpotter

Are you interested in how to supercharge your social media content? If so, Boost by HomeSpotter is one of the most effective ways for you to reach a large target audience. Watch the below video to learn more:

Your business profile on Google is more important than your website! The most important thing you can do for your organic online presence is to have an accurate, professionally managed business profile on Google. With relevant posts and timely reviews, you'll connect with more consumers and improve your online reputation. Watch this webinar below to learn how Homesnap Pro+ will engage with clients and help you build your business.

Zillow receives mapping boundaries from the County Assessor's GIS maps (geographic information system) however it can sometimes take a while to receive updates. You can view how a listing is mapped on our site by looking at the mapping breadcrumbs located at the bottom of the listing page. Here is a screen shot for your reference: https://www.zillow.com/homes/Orangeburg-Orangetown-NY_rb/ As you can see this listing is mapped within the boundary lines for "Orangetown". Here are links showing the boundaries for both Orangetown and Orangeburg: https://www.zillow.com/orangetown-ny/ If these boundaries are incorrect I can submit a ticket to our GIS team to update them however, you would have to provide a GIS map from the county, they don't accept Google maps or any third-party maps.

Representative Tom McDonough Senior Vice President, GlobalHomeUSA [email protected] Cell 413-841-6453

LCM

If you are looking to pay for a Customize Agent Website Check out

There are "Actions" and "Touches" within our campaigns:Actions are the emails that are sent directly to the agent, notifying them that their campaign is going to send out soon, and if they want to make changes, now would be a good time to do so.Touches are the emails that are sent to contacts that have been added to the campaign.If an agent wants to edit one of their campaign events to add one of their listings, they can do so directly within the campaign, by selecting the "Touch" and using the edit button:

Total Expert Open House Tool

Download Powerpoint:

Introduction

Are you in great shape?

If youre like me, youre probably not. Ive asked that question to hundreds of agents in lots of different classes and I always get the same result maybe one or two agents in the group will volunteer thatthey'rein great shape. Id love to say that this is probably because most peopledon'twant to seem likethey'rebragging, but my experience, and probably yours, is that most people generallydon'tthink of themselves as in good shape.

So why are we all in such mediocre shape? Is it because wedon'tknow how? When I ask my brave volunteers how they got into such great shape, they always say the same thing: they watch what they eat, and they try to exercise regularly. Thats it. Ive never had anyone volunteer to say that they did anything other than some variation on eating right and exercising.

More importantly, thats not a surprise. Its not as if the people in the room look around and shout EUREKA! NOW I KNOW THE ANSWER!!! They all know what it takes. Its just that very few of us actually do it.

Why is that? Whydon'twe get into shape? I hear a lot of different answers, but they generally boil down to three responses:

Idon'thave the time.

Its too hard.

Its boring to do the same things every day.

The fitness industry clearly hears what youre saying, which is why the industry is built around trying to solve those problems. Late night television has all those infomercials for fitness products that try to minimize your time commitment (Six Minute Abs!), or try to give you various routines that try to keep working out fun and interesting. Most of those are gimmicks, of course, but you also see a movement for health clubs to convince clients to commit to getting regular personal training, which is the best technique for insuring that you will create and stick to a schedule.

The same goes for dieting. The diet industry clearly understands that peopledon'thave the time, hate sticking to schedules, anddon'tlike eating the same thing every day. All those diets where you eat papaya or cabbage soup for two months are generally unsuccessful. So the most successful diet companies are those give you the leeway to eat whatever you want, but through a system like Weight Watchers that teaches you how to manage your diet by assigning points to particular types of foods.

How does this apply to real estate?

The same thing goes for building your real estate business. Its not that we alldon'tknow what helps to create a productive and profitable real estate career. We all know what we need to do, which is commit to a sustained campaign of lead generation that helps you identify potential clients to buy or sell a home.

We all know what those things are. Ive asked hundreds of agents to suggest ideas for generating new business, and wedon'tget any surprises: call your sphere, contact FSBOs and Expireds, do open houses, direct mail, email marketing, etc. More recently, we start to hear people talk about social networking for lead generation, so we can add in all those things you might do to get yourself noticed online blogging, posting substantive information on Facebook, answering questions on Trulia Voices, and the like.

All of those are great things to do to build your business. You all know that. But committing to that sustained lead generation campaign is hard, for the very same reasons that fitness is hard:

Idon'thave the time.

Its too hard.

Its boring to do the same things every day.

Thats why most lead generation campaigns fail, particularly the traditional programs that are created by trainers who have a particular system that they want you to follow rigorously. Agents get all excited when they come out of the seminar, fired up and ready to go. But that energy is tough to sustain without reinforcement, so within a week most of those books and notes go into a drawer, never to be seen again. We have all the best intentions, its just difficult to stick to that schedule.

Or, in some cases, the agent tries to continue in the campaign, only to discover that day after day of mindless cold-call prospecting is too tough on the system. Yes, you can generate leads if youre willing to cold call for two hours a day, just like you can get into shape by drinking fasting shakes and running five miles a day, but most peoplecan'tstick with that kind of program.

Thats why we created PROPs.

The PROPs program is designed to help you build your business by following a lead generation program that you will actually follow. We didnt design PROPs to sell you a book, or a set of tapes, or get you to pay for coaching. We get no value out of this program unless we show you how to do things that you will actually do in your business, and unless they will actually bring results. So we designed PROPs to address the needs of real agents we work with every day, agents whodon'tneed to be told what to do (since you all know what you need to do) but simply need a structure in which to do it, and perhaps some help doing it in the most efficient way.

The foundation of the program is a PROP, or productivity point, that you earn for performing certain productive activities ranging from working FSBOs and Expired listings, contacting your Sphere of Support, or any other form of lead generation. The PROPs program follows a Weight Watchers-style system in that you can do any activity you want each week, so long as you generate at least 100 PROPs each week. Youll use the PROPs Tracker to track your activities, and the production that you generate.

Also, like Weight Watchers, youll find it easier to stay on the program because you are going to be reporting on your progress each week. Every week, youll report on your activities and the production that is generated from those activities. Why is this so important? Because the core of the program is accountability: you are accountable for performing activities that will generate PROPs, which we know from experience will generate business for you.

Each week, you are responsible for the following:

Generate 100 Productivity Points (PROPs).

Track your leads, listings, buyer listings, and contracts on the PROPs Tracker.

Report your production on our online PROPs form on Randcenter.

Most importantly, PROPs addresses those three fundamental challenges that agents have to following a lead generation campaign (the same challenges in sticking to a diet or fitness regimen):

Idon'thave the time

PROPs requires a manageable time commitment. It makes no sense for us to give you a program that you cannot possibly stick with. Most agents find that generating 100 PROPs each week requires about an average of four-five hours a week total, depending on the type of activities you do. More importantly, the structure of PROPs gives you a definable structure for your activities, so youdon'tsimply have a rigid time commitment of two hours of prospecting every day! that you will not possibly sustain.

Its too hard!

Sadly, theres no way to make lead generation completely easy, but PROPs does follow the CORE philosophy of service-oriented lead development, which is much easier than traditional prospecting because you can follow a campaign that you can be proud of. Youwon'tbe doing things that make you feel bad about yourself, or cause you to face constant debilitating rejection, which is what tends to make traditional prospecting too hard.

Its boring to do the same things.

The beauty of PROPs is that wedon'trequire you to do anything in particular. Youdon'twant to ever have to call a FSBO? No problem. Do the other activities. And youdon'twant to do the same things every day? No problem. Do anything on the PROPs form to get to your 100 PROPs each week.

The point is this. You know you need to engage in a sustained campaign of lead generation if you want to keep your business healthy. You cannot rely on advertising or paid-referral leads and have a profitable and reliable business, although those are a nice supplement to the leads you generate on your own. PROPs is a great way for you to identify those activities you want to engage in, and track how well you do each week.

Most importantly, although we teach PROPs as part of a coaching course that runs for 8-10 weeks at a time, wedon'twant you to do PROPs as a short-term solution to jump-start your business. It will do that, of course, but the point of PROPs is the point of Weight Watchers to teach you the things you need to do to build your business, to get you to actually do those things, and to commit to sticking with that program for the rest of your career.

This Introduction is divided into these parts:

Part A reviews the fundamental philosophy of the PROPs Program.

Part B goes over the PROPs Tracker form, and discusses how to fill it out.

Part C explains the reporting process.

Part D reviews a few potential PROPs campaigns.

Part E goes over the Principles of Purposeful Prospecting

PROPs Philosophy

The PROPs Philosophy is simple: do productive things, do them for a long enough time, and good things will follow. Here are the principles.

Productive activities yield productive results, if you do enough of them.

We all know what we need to do to generate new business. The problem most of us face is that although we know what we should be doing, wedon'tdo enough of it. We get distracted, or we put off our prospecting because we get spooked by the potential for rejection. But if we do those things long enough, if we really apply ourselves to lead generation, well get results. The results may not come this week, and they may not come next week, but if you continually engage in those best practices that have traditionally generated solid leads, you will see those leads turn into listings and contracts.

For this concept, we rely on the basic law of averages. If I showed you a deck of cards, and told you that if you picked out the Ace of spades youd get $100, youd have a 1-in-52 chance of drawing the correct card. Not such good odds. But if I told you that after picking a card, you could put it back in the deck, shuffle the deck, and pick another card as long as you wanted, your odds would dramatically improve. Indeed, youd EVENTUALLY pick out that Ace of spades and get your $100! So long as you keep going, and keep going, youre going to hit it.

The same is true for lead generation. If you keep making your calls, and doing your mailings, and setting your appointments, you will eventually draw that Ace of spades a potential client who is interested in doing business with you.

No size fits all, so design your own program.

In the PROPs Program, we follow a no size fits all philosophy. That is, we believe that every agent is different, and that we all have our strengths and weaknesses, and that a rigid program of prospecting tends to be unsuccessful because it forces agents to perform activities that might be outside their comfort level. Instead, PROPs allows agents to design their own mix of activities, so long as those activities are generally productive at generating and developing leads.

PROPs follow a philosophy similar to Weight Watchers, one of the most successful weight-control programs in history. If youre in Weight Watchers, youre told that you have, say, 24 points worth of food that you can eat every day. You can eat whatever you want, but you have to stay within the 24-point limit. If you want a cheeseburger, have one, but thats maybe 12 points out of your 24, so youre going to have to be thrifty for the rest of the day. The point is that over time if you stay within your 24 point limit every day, youll eat less than your allotted calorie and fat intake, and youll lose weight.

We follow the same idea. Wedon'tput you on a diet a strict regiment where you absolutely have to do certain activities every day. Rather, we allow you to design a productive campaign for yourself, so long as you generate 100 PROPs each week.

Like Weight Watchers, we do not put a burden on you that you cannot handle. Getting to 100 PROPs should not require a Herculean effort. Rather, 100 PROPs should indicate a good, productive week, an above-average week with a mix of different types of lead generation activities.

Track your activities, and track your results.

Any study of productivity shows that when people actually track what they do, they discover that they become more productive. Why? Because the simple act of keeping track of your activities both compels you to do more productive activities and makes you more efficient in the management of your time. What you find is that youre less efficient than you think, and you lose a lot of time in your day to unproductive activities.

So in PROPs we track what we do. Youre going to track your activities, and youre going to track your results. And each week youre going to report your activities and results, so that you can measure your progress.

The tracking system is not difficult. When I was an attorney with a Manhattan law firm, I had to track my billing time every day in six-minute increments. It was difficult at first, and some weeks I was more diligent than other weeks, but overall I learned to monitor my activities (and my production!) by keeping careful track of what I was doing during the day. Similarly, in PROPs you simply need to keep your PROPs Tracker on hand so you can jot down when you perform activities that are PROPs-worthy. And if you forget to bring it with you, then spend a few minutes at the end of the day reconstructing what you did from memory, or pull out your smartphone and email yourself a list of your daily activities for later documentation.

The PROPs Tracker Form

The core of the PROPs Program is the PROPs Tracker Form, which is your daily connection to the PROPs Program. The Tracker contains all the PROPs-worthy activities, and their point values, and can be used as a reference during the week as you engage in your productive campaigns. Simply keep the Tracker handy during the day, and jot down your activities as you perform them. If you lose your sheet, just print out a new one and do your best to reconstruct your week so far.

A PROP is a productivity point that you earn for performing certain activities. Some activities are worth more PROPs than other activities, depending on several criteria:

First, how valuable is the activity? Is it something that really drives productivity, or does it have a more mild effect? The more valuable, the more PROPs.

Second, how hard is the activity? Is it something that is challenging, that takes you out of your comfort zone? The harder the activity, the more PROPs.

Third, how much time does it take? Can it be done in a few minutes, or does it take a lot of time? The more time, the more PROPs.

For example, a call to someone in your Top 100 is worth 2 points, but a FSBO call is worth 3 points, reflecting that calling a FSBO is more difficult than calling someone in your sphere. And an open house is worth 10 points, not because of the difficulty but because of the time commitment. Every lead-generating activity has some sort of PROP value.

Each week, you have to earn 100 PROPs. The key is that you can earn those PROPs however you want. Its like Weight Watchers, where you can eat whatever you want, so long as youdon'teat more than, say, 25 points worth of food. With PROPs, you can do whatever activity you want, so long as by the end of the weekyou'vegenerated at least 100 PROPs.

You also have the opportunity to add to the PROPs Tracker by coming up with new ways to generate leads. If we approve of your method, well assign it a point value and add it to the PROPs Tracker.

The PROPs Tracker for Agents breaks down into five sections:

Warm: contacting your Top 100 and Sphere of Support.

Cool: leveraging your open house, making just listed or just sold calls, or re-engaging your dead leads.

Hot: working FSBOs and Expired listings.

Networking: holding or attending networking events.

Marketing: mass emails, direct mail, envelope-based mail, and blogging.

We want you to keep a couple of things in mind when you look at the PROPs tracker:

First, PROPs is part of our CORE philosophy of being client-centered in everything you do, and particularly our Service-Oriented Lead Development (SOLD) philosophy. We believe strongly that the foundation of your real estate business is the great service that you give your clients, and further encourage you to take that client-oriented philosophy to all your lead generation. Thats why youwon'tsee cold calling on the PROPs sheet. Its not that cold calling doesnt work, its that (1) we know most of youwon'tdo it for any length of time, and (2) its not consistent with our philosophy of serving clients, not blindly soliciting them. Thats why the activities on the PROPs sheet are framed within our service-oriented philosophy.

Second, note that you only get PROPs for lead-generating activities, not lead follow-up activities. Its not that wedon'tvalue lead follow-up indeed, you are wasting your time if you work so hard to generate leads that you neglect the people that actually respond to you! But the point of PROPs is lead-generation. Once someone is a lead, youdon'tget points for calling them. We have other programs that address giving great service to your existing client base, but PROPs is only about generating leads in the first place.

Third, we want you to take weeks off. PROPs is not supposed to be a mind-numbing grind. Wedon'twant you to feel that it is a burden. It may be tough at first, but it gets easier. But to be mindful of the fact that youcan'thave a perfect week every week, we encourage you to take a week off. Specifically, we want you to take one week a month off. That means you generate leads for three weeks, then take a week off to focus entirely on lead follow-up, client service, vacation, or anything else you want to do. We want you to have three good productive week and one week off, not four mediocre weeks. Rest your mind. On weeks you take off, we provide a way to tell us that, so wedon'tmark you as a 0 for that week.

Lets go over each category in the PROPs Tracker:

Section One: Warm Contacts

The first section covers activities relating to your Top 100 and the rest of your Sphere of Support (SOS).

Top 100 Call

(2 PROPs)

The foundation of every great real estate career is the Top 100 the ability to turn your friends, family, neighbors, past clients, and former work colleagues into a dependable referral business. So we give you 2 PROPs for every substantive conversation you have with someone in your sphere. You get the points even if you just run into someone in your sphere on the street, so long as you deliver a referral dialogue to them. But note that you do NOT get PROPs if you just chat it up with one of your friends. You need to have some sort of substantive conversation about real estate with them. Otherwise, its too easy wedon'tgive you PROPs just for chatting with your pals. (NOTE: A text message counts as a call, so long as you get a response from the client.)

Top 100 Left Message

(1/2 PROP)

We want to encourage you to call your Top 100, so you even get half a PROP if you leave a substantive message. In order to qualify, you have to leave a substantive message, not just a call me back message. We think that even messages to your sphere are useful, because those people are more likely to call you back and you get some value just from staying in touch. But the message should be something like, Hi, this is Joe Rand from Better Homes and Gardens Rand, and I wanted to see if you got the mailing I sent this week about the market.

Top 100 Personal Meeting

(5 PROPs)

A great way to develop your referral business is to have personal meetings with the people in your Top 100 either drop by their home or business with a small gift or take them out to lunch, breakfast, coffee, or whatever. Use that time to really connect with the people in your sphere, and make sure to incorporate your referral dialogues. Youdon'tget the points just for seeing people in your Top 100. This needs to be a scheduled meeting that you set up for the purpose of developing business from them.

Sphere of Support Call (Non-Top 100)

(1 PROP)

The Top 100 is the most important part of your Sphere of Support, but you can still get points for contacting people who are in the larger sphere. If you call someone in the larger sphere, someone not in the Top 100 but whom you consider to be part of your SOS, you get 1 PROP. You do NOT get points for leaving messages. Why? Because we believe that if the people are not in your Top 100,they'reprobably not close enough to you for your message to be meaningful enough to be PROP-worthy. (NOTE: A text message counts as a call, so long as you get a response from the client.)

Personal email

(1 PROP)

We give you one PROP for writing a personal email to your Top 100 or larger SOS, but please remember that it has to be a personalized email. You do NOT get a point if you send out a mass email, or a cut-and-paste email in which you write a short Hi Bob on top of two paragraphs that you cut out of a different email. The only reason a personal email works as a gesture is that it is indeed personal. People can tell if youre cutting and pasting, so wedon'tencourage that and do not give points for it.

Hand-written note

(1 PROP)

Personal contact is a core value of the Realtor for Life program, so you get points even for your written messages. Obviously, a hand-written note is a great way to reach out to your sphere, since such a note gets read and often kept. The same is true for a birthday card, since people tend to remember such thoughtful gestures.

Sphere of Support Simple CMA

(3 PROPs)

One of the core values of the Realtor for Life program is the yearly Simple CMA performed for the people in your sphere. This is a great service to your sphere of support clients, and is worth 3 PROPs upon delivery.

Section Two: Cool Contacts

Cool Contacts are our warmed-up versions of the classic cold calls. Instead of making calls with no purpose in mind, we try to find a service that you can provide. You can still make cold calls, of course, and this is the section in which you would account for them.

Public Open House

(10 PROPs)

We have found that open houses are still reliable generators of leads, as well as valuable services for our seller clients. You get 10 points for doing a public open house, to reflect the fact that you have to spend three or four hours there. (Note that you do not get points for broker open houses, which do not constitute lead generating activity). We encourage you to leverage your open house by making courtesy calls, and also encourage you to spend your down time at the open house writing personal notes, calling your sphere, or performing other activities so you can double-count your time.

Courtesy Call -- Open House

(1 PROP)

We want to encourage you to do a leveraged open house, not just a passive open house. That means that for every open house, you should make dozens of calls to the people in the neighborhood as a courtesy, to let them know that youll be having an open house. We have great courtesy call dialogues that have been well-received by the agents who have used them, so we want you to make those calls. People are interested when a house comes on the market in their neighborhood, so you will actually find that the calls will be well-received.

Courtesy Call -- Open House Leave Substantive Message (1/2 PROP)

We are such believers in the courtesy call that we will give you half a point even if youdon'tactually reach anyone. Just leaving a substantive message using the courtesy call dialogue is enough to notify the neighbor about the open house, and to make an impression upon them. Indeed, if you invite them to the open house, they might actually show up! So each message is worth half a point.

Courtesy Just Listed or Just Sold Call

(1 PROP)

Wedon'twant you to forget one of the foundations of the real estate prospecting business: the just listed or just sold call. We want you to make those calls from a service-oriented perspective, sharing information about sales in the neighborhood with the community. Because these calls do not relate to an open house, though, you cannot count messages like you can for the open house courtesy calls.

Inactive Lead Follow-Up Call

(1 PROP)

One of the most successful types of calls you can make is to reactivate a dead lead in your database: old open house lists, old email leads, old up-call leads. These are people you met at some point in your business, and they might now be more serious about getting into the market. Note that a lot of those people will be in your Sphere of Support, so you can account for the calls either in the Warm section or in the Cool section (but not both, obviously). We have several dialogues for reactivating those dead leads, and encourage you to make those calls. NOTE, THOUGH, THAT YOU DO NOT GET PROPS FOR CALLING YOUR ACTIVE LEADS. Active leads are not dead leads. You get PROPs for lead-generating activities, not lead follow-up activities.

Any Door-Knock

(2 PROPs)

We know it seems crazy, but agents still go through neighborhoods and knock on doors, particularly ifthey'reengaging in farming activity. Its a great way to work a neighborhood, although we advise that you only do it if you close a lot of business in that neighborhood or live in the neighborhood. Its not something we strongly encourage, but the time and effort that it requires justifies 2 PROPs per door-knock. You only get the PROPs if someone answers the door, obviously.

Section Three: Hot Contacts

You get lots of points for working what we call Hot Contacts FSBOs and Expireds. We call them hot for two reasons. First,they'rehot becausethey'reactually on the market. You can spend a lot of time trying to find people who are thinking of selling their homes, but every morning the MLS prints out a list of sellers who just ended their contract with their prior broker. And every Sunday the paper prints a list of people who are selling without a broker. So those clients are hot becausethey'reactually selling their homes they'reHOT leads!

Theyre also hot, of course, because we perceive such sellers to be anti-broker, and we expect them to yell at us when we call. Working FSBOs and Expireds is hard work and requires a little bit of internal fortitude, so its worth a lot of points. But if you approach such sellers from a service-oriented perspective, you might find the work a little easier and the reception a little more welcoming.

FSBO Expired Call (or door-knock)

(3 PROPs)

You get 3 points for contacting a FSBO or an Expired listing. Leaving a message for a FSBO or Expired is useless, so youdon'tget points for just calling them. You only get the PROPs if you actually have a substantive conversation with them, even if the conversation is short.

FSBO or Expired Courtesy Package

(7 PROPs)

We encourage agents to follow a program of Service-Oriented Lead Development (SOLD) in which you try to bring a service to potential clients every time you reach out to them. A great way to do that with FSBOs or Expireds is to complete what we call a Courtesy Package for them. That would include a personalize mailing, a short-form CMA, and whatever else is available in the Presentations Center. The 7 points is earned at delivery, whether you put it in the mail or drop it off personally, but we think a great way to do it is to deliver it yourself.

Section Four: Networking

We want you to network, to get out there and meet people. The more people you meet, the more people that go into your Sphere of Support. The more people you meet, the more likely it is that youll meet someone whos looking for a broker. So we give a lot of points for your networking activities.

Spontaneous Talk-Up

(2 PROPs for new SOS client or Lead)

We want you wearing your badge proudly, and talking real estate every chance you get. So if youre at a cocktail party, or a soccer game, or in the supermarket, and you meet someone that you talk up into a lead or a SOS client, you get 2 PROPs. Note that youdon'tget 2 PROPs just for talking to people, or handing out your card. You have to (1) get contact information from the person, and (2) legitimately consider them an addition to your SOS or a potential short-term lead.

Your client party or seminar

(2 PROPs per attendee)

Many agents have had great success holding client parties for their Top 100 clients, or seminars for potential buyers. Although you do not get any points for the significant amount of preparation time that goes into such activities, you do get 2 PROPs for every person who attends.

Attending a networking event (Non-Realtor) (5 PROPs)

We encourage agents to network, so we give you 5 PROPs for every networking event you attend. However, this has to be a non-Realtor oriented event, not a Board of Realtors event. Moreover, it has to be a networking event youdon'tget points for going to parties, even if those parties happen to include people in your sphere. If you meet people at parties and turn them into clients, you can get points for that in the Spontaneous Talk-Up category. But to get 5 PROPs for attending a networking event, it has to be a business event specific for networking.

Section Five: Marketing

Although some prospecting programs argue that you should spend all your time on the phone, and avoid any actual marketing, we believe that marketing has value. However, we also believe that marketing tends to be the refuge of people who are afraid to pick up the phone, so weve calibrated the PROPs points in a way that makes it very difficult to get to 100 PROPs a week just with marketing activities. So these activities are a good supplement to an active week, but theydon'treplace the more substantive lead generation activities in other parts of the PROPs program.

Direct Mass Mail

(1 PROP per 10 mailings) (Limit of 10 per week)

Lots of agents use direct mail to generate leads, create a branding campaign, or to market their listings or services. Because modern technology allows us to send these types of mailings without a lot of work, you only get 1 PROP per 10 mailings. Its still a great supplement to the other work you do, but wedon'twant to encourage agents to get to 100 PROPs by sending out mailings every week. You can do it, but it will be expensive.

Email Blast

(10 PROPs per week)

Similarly, lots of agents use mass emails blasts effectively to generate leads, brand themselves, or market listings. Wedon'tthink its a particularly effective means of lead generation, and believe that most people find it annoying, but we also acknowledge that it has its place and when used effectively can be useful. So we will give you 10 PROPs for an email blast. The key is that you only get 10 PROPs per week, regardless of how many blasts you do or how many people receive them. Otherwise, people could get to 100 PROPs each week in one hour just sitting at their computer. Not quite what were trying to do here.

Envelope-Based Mail

(1 PROP per 5 mailings)

We value envelope-based mailings a little higher than direct mail for two reasons. First, sending mailings through envelopes takes a little more work, since you have to actually stuff the envelopes. Second, envelope-based mail tends to be more personal, because you do it yourself, rather than having it sent from the direct mail supplier. For example, the Realtor for Life mailings qualify as envelope-based mailings, so each R4L mailing to your Top 100 is worth 20 PROPs for that week.

Blog or Social Networking Post

(1/2) (Limit 5 per week)

Modern technology has created innumerable new ways to reach out to your client base. We believe that a moderate amount of blogging or posting to a social networking site has some value in creating a bond between you and your Sphere of Support. For that reason, we give you a half-PROP for every substantive post you make. Note, though, that these are for business postings, not personal postings. If you post that youre having lunch on Facebook, that doesnt count. We really expect that youll get your points in this category by making substantive posts about the market on your blog, or on a site like Trulia Voices.

The Results

Each week, youre going to track your activities on your PROPs Tracker. We also ask you to track the results that come from those activities along the right-hand side of the form, and then add up all the results at the bottom.

Every lead you generated.

Every new appointment that you obtained.

Every new listing that you signed up.

Every new buyer agreement that you signed.

Every new deal you put into contract.

Every new outbound referral that your generate.

NOTE: You should report on only those results that you got in the prior week, and only from your prospecting campaign, not from other sources.

This is an important point: we only track the results that you get from your lead generating activities. Wedon'ttrack results that come in from relocation leads, up calls, ad calls, sign calls, or any other type of incoming source. We only track the results that come from your PROPs-worthy activities.

Below, we define each of the categories.

Whats a lead?

For our purposes, a lead is someone who indicates that they want to work with you in the near future:

Someone comes to your open house, and tells you that they are in the market and do not have an agent. Thats a lead.

Someone responds to your courtesy call for your upcoming open house, tells you thatthey'relooking to put their house on the market within a few months. Thats a lead.

Someone in your sphere of influence sends you a referral of someone who is looking to rent an apartment. Thats a lead.

Whats not a lead?

Someone who says that theyd like to be contacted again in six months. Thats a blow-off, not a lead. It might be someone you put into your SOS, but its not a lead.

Someone who comes to your open house with a broker. Thats not a lead.

Someone who is a FSBO, and tells you that theyll get in touch with you. Thats a blow-off.

Essentially, if someone goes into your active client list for follow-up, then thats a lead. If the potential client goes into a long-term drip mailing campaign (or into your Top 100 list),they'reprobably not a lead. Use your best judgment, and feel free to ask us for guidance.

Whats an appointment?

An appointment is an INITIAL meeting with a prospective client, either a listing presentation or a buyer presentation. But you only count it in this column if its the INITIAL appointment with that client. So ifyou'vebeen out with that buyer three or four times before, youdon'tcount it as a new appointment. Does that make sense? Were trying to track the results you get from your activities. If you make some Top 100 calls, and generate a referral lead that turns into a listing appointment, we want to track that appointment. But if you go visit a second time, wedon'twant to track that appointment.

Whats a listing?

For our purposes, a listing is a signed exclusive right to sell that is signed during the week that youre reporting, which involves a lead that you got from your lead generation activities. It only counts when the client signs.

Whats a buyer agreement?

For our purposes, a buyer agreement is a signed buyer agreement that is signed during the week that youre reporting, which involves a lead that you got from your lead generation activities. Again, youdon'tcount agreements that come from a relocation lead, up call, or the like.

Whats a contract?

For our purposes, a contract is a transaction that goes into fully signed contracts during the week that youre reporting which involves a lead that you got from your lead generation activities. Again, youdon'tcount contracts that come from a relocation lead, up call, or the like.

The Reporting Process

The key to PROPs is reporting your activities and your results. Any study of human productivity shows that people get more done just by keeping track of what they do all day. Thats why diets generally work in the short term: because people eat better if they actually keep track of what they eat. The very act of monitoring what you do during the day tends to focus you on productive activities.

You have to be diligent in keeping track each week, and you have to be honest with us and yourself. Yes, you can cheat the system if you forget to keep track, and then just fill in random numbers on Monday when you report. But youre not cheating us, youre cheating yourself. And we will be able to tell the difference, the same way that if you cheat on your diet your trainer will know about it the minute you step on the scale. The scale doesnt lie, and neither does your production. If you do the productive activities, you will get results. We know that. We have no doubt about it. But if you cheat by making up numbers, then youwon'tget the results. And well all know.

So in PROPs, we track our weekly production, and we keep track of our progress over time. If youre in a coaching class, youll report your PROPs production to your coach, and go over it in a coaching session with other people in the class. Otherwise, you can simply report to your manager, who will track your progress over time.

Here are the steps to follow:

Step One:

Keep the PROPs Tracker handy during the week.

Always keep your PROPs Tracker with you. Its your tangible connection to the program. The PROPs Tracker acts a reminder that youre supposed to be productive, a source of ideas for things that you can do, and a system for making sure youdon'tforget whatyou'vebeen doing. Take our form, fold it up, and put it in your pocket or pocketbook every day. Its a handy way to keep your to do list for tasks outside of PROPs as well, since youre always going to have it with you.

And if you forget it, grab a new one and track your activities for that day. If you spend a day or so without it and engage in productive activities, youll never remember what you did and youll be guessing as to your PROPs points. You can use the back of the sheet to keep track of various activities the back of the PROPs Tracker has assigned spaces for you to track phone calls and notes, and also has a lot of blank space for you to make notes for yourself. The PROPs Tracker does not need to be pristine and clean, because you can always transfer the totals at the end of the week to a clean sheet.

Step Two:

At the end of the week, report to your coach.

At the end of the assigned week, you need to report to your coach. This could be reporting online, sending an email with your totals, or faxing your completed PROPs Tracker to your coach. You need to report every week, even if your report is light because you had a tough week, and even if you took the week off. Theres an important discipline in just reporting.

Step Three:

Go to class or meet with your Coach

If youre in a class, youll go over your results in class with other participants and your coach. You should bring a copy of your PROPs Tracker to class, so that you can answer questions about what you did and the experiences you had. Your coach is likely to ask you three questions:

How many PROPs did you get? If you got more than 100 PROPs, you get a round of applause.

Did you have any results? If you had some results (i.e., registrations, appointments, or hires), talk about them.

How did you get the results?

The purpose of the class is to share information about what worked and didnt work. If you have a bad experience, then you should talk about it a burden shared is a burden halved. And if you had a good experience, people will want to hear about it.

The Goal: 100 PROPs

Remember that your goal each week is 100 PROPs. Thats about 20 PROPs per business day, which is not an impossible goal. The purpose of PROPs is not to work you to death, but simply to spur you to a reasonably productive week. If you get 100 PROPs, you get applause. And if you get 50 PROPs one week, your goal for the next week is still just 100 PROPs wedon'task you to make up for bad weeks, we ask you to forget about last week and get a fresh start. Most importantly, though, you need to report each week. Even if youdon'tget to 100 PROPs, you have to report.

Also, note that wedon'tput results goals up in PROPs. Youdon'tget applause for having results, you get applause simply for doing the activities that we know will eventually yield results. Were happier with someone who gets 100 PROPs with nothing to show for it than someone who does 40 PROPs but gets a lucky listing.

Please keep note of the following guidelines for your reporting each week.

Report Honestly

Please report honestly each week. We do not want you to puff up your numbers. We do not want you to lie. If you didnt do the work, then be honest about it. Anddon'tfeel obligated to report thatyou'vehad production from your work. The purpose of the class is to help you generate business if youre not generating business, we can help you figure out why. If you lie about it, its like lying to the doctor: how are we going to diagnose whats wrong if youre not honest about your situation?

Report Each Week

Dont miss a reporting period. Your report is due every Monday. If you forget, well remind you.

Report Accurately

Try to keep track each week of your activities and your production by using the PROPs Tracker. Dont guess. Yes, sometimes its inevitable that youll miss things or have to guess, but try to keep that to a minimum.

4 Only Count Lead Generation

Remember that we are only tracking activities and production for the activities you do as part of the PROPs program. If you get a deal from a relocation lead, that doesnt count. If you get a lead from an ad, that doesnt count. You can, though, count anything that comes from your sphere of influence (even if youre not on the R4L mailing program), because that is part of prospecting.

Dont Exaggerate

Finally,don'tfeel obligated to report that you got results. Lots of times, people take PROPs, do 100 points each week, and have nothing to show for it for a few weeks. It happens. Thats how the law of averages works: sometimes, it takes time for things to develop. But if you go week after week earning 100 PROPs without results,don'tlie to us. Be honest that you havent gotten results. Not only will you get a lot of sympathy (never a bad thing), but we might also figure out why youre not getting results. Maybe youre using a script that doesnt work for you, maybe youre focusing your time on your weaknesses rather than your strengths. Who knows? But well never get to the bottom of it if you puff up your numbers.

Potential PROPs Campaigns

The most effective PROPs campaigns are thought out in advance. Some agents in the PROPs program make the mistake of simply going about their business normally, and just counting up what they do each week a few calls here, a little direct mail there, an open house on the weekend. Those agents rarely accumulate 100 PROPs, and often find themselves disappointed in the results they get.

If you really want to get something out of the PROPs program, design your PROPs program. What is it you want to do? How do you want to get to 100 PROPs per week? Think about it in advance, and set a goal for yourself of how you want to get to 100 PROPs. To get you thinking, here are some standard campaigns agents have suggested or followed:

The Hot Contacts Campaign

FSBO and Expired listings are properties that are already on the market. If you really want to jump-start your production, review the scripts and dialogues for converting FSBO and Expired calls into appointments, and start pumping out Courtesy Packages and Simple CMAs that will help get your foot in the door.

Each week, go after two Expired or FSBO listings a day. Over the course of 5 business days a week, thats 10 Expired or FSBO attempts:

Each call is worth 3 points: 3 points times 10 calls equals 30 points.

Each Courtesy Package is worth 7 points: 7 points times 10 packages equals 70 points.

Total: 100 points

Total cost: $0, if you drop off the Courtesy Package or Simple CMAs.

The R4L Top 100 Campaign

Those of you on the Realtor for Life program can generate almost all your weekly points just by following the program each week:

5 calls a day (conversations) to your sphere is worth 10 points a day: 50 points a week.

10 Simple CMAs to your sphere each week is worth 30 points a week (although you can only do that for ten weeks before you do your entire Top 100)

10 personal notes to your sphere each week is worth 10 points a week.

Take a top client to lunch: 5 points

Total: 95 points.

Total cost: $10: $5 for the Simple CMA mailings, $5 for the notes.

The Cool Contacts Campaign

For those of you who do not want to work FSBOs or Expired listings, then get on the Cool Calling campaign: make courtesy calls for your open houses, or make courtesy calls for new listings. Perform a service with your cool calls, and youll find its easier to reach out and contact people:

20 cool calls a day equals 100 cool calls a week: 100 points.

Total: 100 points.

Total cost: $0

The Leveraged Open House

We know that open houses are a great way to generate buyer leads, but that its better to leverage that open house with mailings and phone calls to maximize the return youll get. Here are the point values for a leveraged open house:

Open House: 10 points.

Direct mailing to 100 neighbors about the open house: 10 points (1 point per 10 recipients)

Courtesy cool calls to 50 neighbors the week before the open house: 50 points.

Total: 70 points.

Total cost: $50 for the mailing

Youre not at 100, but youre most of the way there.

The Neighborhood Mailing Campaign (Monthlong)

Lets say that you want to work a neighborhood or a condo development for listings by mailing a market stats report or a generic Simple CMA to the area, followed up by phone calls. You could follow the campaign for a month, and generate almost 100 points a week, as follows:

Short-form CMA or Market Stats mailing to 300 people at 1 point per five recipients: 60 points.

Follow up cool call to each recipient at 1 point per call: 300 points.

Total: 360 points.

Total cost: $150. $150 for the mailing.

The Lead Follow Up Campaign

How many old, dead leads are in your drawer? And how many are in all of your colleagues drawers all your old open house sign up sheets, all those old internet leads, all the Randcenter leads, all the up calls. Go through your dead leads, and tell your colleagues youll take their dead leads at a 25% referral fee if anything comes out of it. Then start calling them using a dialogue to get an appointment.

20 cool calls a day to reactivate a dead lead: 20 points a day.

Total: 100 points a week

Total cost: $0

Seven Principles of PROPs

Finally, here are seven fundamental principles that we want you to follow in the PROPs program:

Provide a Service in your lead generation.

The way to overcoming call reluctance is follow the SOLD philosophy of providing a service in your prospecting. If you feel like youre calling just to make money, youll find it difficult to make the call. But if you feel like youre actually providing a service to your clients, youll find it easier. The perfect example is the open house courtesy call, which takes a difficult call and makes it relatively virtuous.

Have faith in the Law of Averages.

PROPs only works if you give it time to let the law of averages kick in. The law of averages says that over time, results even out. So if we assume that youll generate a lead 2% of the time that you make a cool call, then we know that youd have to make 100 calls to generate 2 leads. So if you stop after 10 calls, or 20, or 50, youre not giving yourself enough opportunities for the law of averages to take effect.

Be Active, Not Passive.

Active agents generate leads, anddon'tpay for advertising or referrals fees when they get them. Passive prospecting has its place, but only as a complement to an active prospecting campaign. Leverage your passive activities by adding some active ingredients to them: when youre doing an open house, leverage it by making phone calls to the neighborhood. If youre doing a mailing, follow up with phone calls.

Find a System that Works for You.

Lead generation only works if you follow a program that works for you. Not everyone can call FSBOs. Not everyone has a well-developed sphere of support. What works for you? More importantly, what are you comfortable doing or, to put it another way, what are you LEAST uncomfortable doing? Find the best mix of activities that will predictably generate leads for you, and go do them.

Commit to a Set Time to Prospect

You absolutely must set aside time each week to generate leads. If you just put it on your to do list, it will never get done because you will find other things to block it off. Three suggestions: (1) set aside 90 minutes per workday; (2) set aside 2 hours three days a week; (3) set aside one full day a week, and then nothing for the rest of the week.

Take time off

PROPs is generally organized around a quarterly schedule of three months. In those three months, with about 13-14 weeks, we want you to get 100 PROPs in 10 of those weeks. That means 40 weeks a year, which gives you 12 weeks a year when you can take off go on vacation, take the holidays off, just relax for a week, or focus on your heavy transactional flow that you generated with all those PROPs! So if you work three weeks, you can take one week off. Dont feel you need to be on all the time. Try to get three good weeks out of four.

Track Your Activities and Results

Have a plan, and stick to that plan. Decide how youre going to generate leads, and then track how you do on your activities, and how much production you generate.

Good luck!

Joseph W. Rand

Better Homes and Gardens Rand Realty

February 2013

Appendix A: PROPs Form At-A-Glance

Activity

Props

What counts?

What doesnt count?

Top 100 Call

2

A phone call to your Top 100 where you talk specifically about your services. It also counts if you run into them and talk real estate. Text messages that start a conversation count.

Personal calls, chatter, or any call where you do not engage in a referral dialogue and talk business.

Top 100 Left Message

1/ 2

Leaving a substantive message to your Top 100: hope you got a chance to look at the market report, which.

Leaving a call me back message. If they do call you back, you get credit for a Top 100 Call if you talk substantively in that conversation.

SOS Call

1

A phone call to someone in your SOS, where you talk specifically about your services.

Personal calls, chatter, or any call where you do not talk business.

Personal Email

1

A personal email to your Top 100 or SOS client, directed specifically to them and clearly written for them.

Mass emails, email blasts, cut-and-paste emails that are not personal. Also, emails for lead-followup or client work.

Hand-written Note

1

A personal note written for your Top 100 or SOS client.

Manufactured notes. Also, youdon'tget a point for a personal note for lead follow up, to vendors, or anyone outside your SOS.

SOS Simple CMA

3

A Simple CMA to your Top 100 or SOS, or any equivalent substitute personalized mailing.

A mailing that is not personally directed to the Top 100 or SOS, including copies of materials prepared for you (such as the Quarterly Market Report).

Public Open House

10

A full public open house.

Broker open houses.

Courtesy Call Open House

1

A courtesy call to people letting them know about an upcoming open house.

Calls where you get no answer.

Courtesy Call Open House (leave message)

A courtesy call to people leaving them a message using the courtesy call script.

Calls where you get no answer.

Courtesy Call JL/JS

1

Just listed or just sold courtesy calls, or any cold call.

Calls where you get no answer, OR calls where you leave a message. Messages do not count except for open house calls. You can get a call point if they call you back and you talk.

Inactive Lead Follow Up

1

A call to a dead lead where you talk substantively about real estate.

Calls where you get no answer, or leave a message. You can get a call point if they call you back and you talk. Also, calls to ACTIVE leads do not count.

Any Door-Knock

2

Knocking on the door and talking substantively to an occupant, regardless of result.

Knocking on the door, no one answers.

FSBO or Expired Call

3

Any call to a FSBO or Expired Seller where you substantively talk with them, or if you meet them dropping something off and have a substantive conversation.

Calls where you get no answer or leave a message.

FSBO/Expired Package

7

A courtesy package to a FSBO or Expired with a Simple CMA, hand-delivered or mailed.

Any mailing to a FSBO or Expired that does not include a Simple CMA.

Spontaneous Talkup

2

A spontaneous substantive discussion with someone new where you add them to your SOS, or turn them into an active lead.

Randomly meeting and talking to people, unless they become a new entry to SOS or a new lead.

Client Party or Seminar

2/att

A client party or seminar that YOU organize and invite people to.

A seminar or client party you attend as a guest. You can still get points for Spontaneous Talkups, though.

Networking Event

5

An organized non-Realtor networking event where you meet potential clients. You also can get Spontaneous Talkup points.

Realtor events, non-networking event parties or gatherings. Youdon'tget points for leaving the house, essentially.

Direct Mass Mail

1 per10

All direct mail, whether postcards you print or through online systems.

Other types of mailings, unless discussed here.

Email Blast

10/wk

Email blasts, regardless of source. You can only get 10 PROPs per week for email blasts, whether you email 100 people or 10,000.

Personal emails, if they count for 1 point above.

Envelope-Based Mail

1 per5

Mailings where you (or your assistant) stuff envelopes for mailings.

Any mailings sent from a service count as Direct Mass Email, even if they are in envelopes.

Social Networking Post

1/ 2

Personal blog post on your own blog, substantive (non-listing) post to professional Facebook page, answers to questions on Trulia Voices (or similar)

Comments on other peoples posts or blogs, Twitters, posts about your listings. Be careful to keep your PROPs from this to no more than 5 a week.

How do I change my Page's name?

Additional Resources:

25 Most Popular Real Estate Hashtags

Through Randcenter you will click g-Suite drop-down and select "Docs"

_______________________________________________

For Mail Merger

For Label Merger: Selecta "Blank" template

_______________________________________________

When on the Google Docs page on the top bar select "Add-ons" A drop-down will appear with an option for Label Merger. When you hover over labelmerger it will give you an option to select "Start"

_______________________________________________

Label Merger: After selecting start from the Add-ons drop-down you will have a few customization options. On the right bar you select which Group you will make labels from. These Groups are made and maintain from Google Contacts. Once you select your Group you can add other information fields to the label which will appear in the bottom left box. Once you have done that select merge.

_______________________________________________

After selecting Merge you will see a message in the right bar confirming the amount of records to merge. Once you confirm select "Yes"

_______________________________________________

When the merge is finish you will have a link to take you to your merged contacts. Select the Label Merge to see your Labels that have been merged

_______________________________________________

Now you labels are merged.

_______________________________________________

To remove the "US" from mailing address, you have to click on Edit and go to Find and Replace

_______________________________________________

On the Find and Replace screen type out US and check Match Cases and click Replace all. This will allow for the US to be replaced with a blank space.

Now your labels are set to go.

*This article is intended for those who are on Step 8 ofHow To Insert Social Media Icon into RandMail. If you did not do the previous steps please visit this Article *

How To Insert Social Media Icon into RandMail (Google Mail)

If you only get the option to Add an image from Web Address do the following steps below:

Step 1: Find your Social Media Icons you downloaded

Step 2: Open your RandMail and Compose a new e-mail. Drag the social media icon into the email and address it to yourself, and send it.

Step 3: When the e-mail that you sent yourself comes in, right click on the image and click Open image in new tab.

Step 4: Copy the URL and enter it into your signature in website URL. Please seefor full instructions.

The following steps will show you how to insert a social media icon into your E-mail signature and then link it to your social media account.

Click Here

Step 1: Log into your Randcenter account and go to Documents to access the Social Media Logos.

>

Step 2: Select the Marketing Department Folder then scroll down until you find the Social Media Icons Folder and open it.

Step 3: Download whichever social media icon that you have an active account with.

Step 4: Click Home to head to Randcenter Landing Page and click on the g-Suite button and access your Drive account.

Step 5: Select My Drive to bring the drop-down and you can create a folder to organize the icons you download. If you do not create a folder just select Upload files. Select whichever logos you downloaded and select Open.

Step 6: Go to your RandMail (Gmail) and click the gear icon and go to Settings

Step 7: Scroll down to your signature block and click in your signature where you want the Social Media Icon to appear then select the highlighted icon above to insert an image.

Step 8: Select the first Icon you want to insert from the My Drive option and click select. Repeat this step until all the icons are in your signature. (No My Drive Option, )

Step 9: Highlight one of our Social Media Icons and click the highlights Link button. Then click the icon again and you will see the Go to Link: Click on Change

Step 10: Log into the corresponding Social Media Account and Copy the URL and paste it into the Web Address in the Gmail Signature and click Ok. Now the icons will direct clients to your social media site.

As a new member of the brand, you are automatically added as an Inman Select subscription holder in approximately 2 months!

The standard subscription cost is $240 a year!

An email confirmation will be sent to you with a link to your subscription in two months time (from your start date). Your email address will serve as the login and the temporary password will be: welcome.

If you have any issues logging in once you receive your subscription email, please call 1-800-775-4662.

See the Program Page Here

Log into Hub.RandCenter.com

Select Present from the 6 Squares on the main screen

__________________________________

Select on the right-hand "Create New"

__________________________________

For the Events guide you can either select Buyer or Seller (For this article we selected Seller)

__________________________________

When the template option opens scroll down until you see "Seasonal Events Guide" select it then hit Continue

__________________________________

Name your Presentation then hit Create

__________________________________

When in the Presentation select Pages (Top Bar) to view the guide. Now you can send the Presentation to any body in your contacts/groups

__________________________________

Log into your personal gmail.com account

Click the waffle icon on the top right and select Contacts

You may need to click through a brief tour of the contacts. Once you are ready to go in the contacts area if you are in the new updated contacts app (like below), you need to go to the old contacts app to conduct an import. Click the Go to the old version link

Once you are in the older version of contacts, select the More dropdown and select, Export

A pop up will appear called Export contacts Select The group "My Contacts" and for the format leave it (or select) Google CSV, then click the blue Export button

Once your personal G-Mail contacts are downloaded Log into your new Google based RandMail at gmail.com

Click the waffle icon on the top right and select Contacts

Once you are in the older version of contacts, select the More drop-down and select, Import

Here, you will select Choose File and navigate to the location on your computer where you saved the file you downloaded from your personal GMAIL.

Then, click the blue import button.

Thats it!, you should have now imported all your AndroidUsers. You can now clean up your contacts as you see fit right there in GoogleContact.

In order to maintain data conformity, we have found the best practice it so exports Matrix MLS into ClientConnect, and then export from Client Connect to GMAIL. This will ensure that the fields match the import process.

Log into Matrix, then select the My Matrix button, A dropdown menu will appear, select Contacts

Here

Select all contacts using the toggle on the upper left-hand side, then hit Export Selected on the bottom right

After exporting your contacts from the MLS, open a new Google Formated CSV from

Make sure all headers are aligned, and that all Primary e-mails and mailing address have * Home under the Type column.

Once you have the formatted file, Log into your new Google-based RandMail at gmail.com

Click the waffle icon on the top right and select Contacts

You may need to click through a brief tour of the contacts. Once you are ready to go in the contacts area if you are in the new updated contacts app (like below), you need to go to the old contacts app to conduct an import. Click the Go to the old version link

Once you are in the older version of contacts, select the More drop-down and select, Import

Here, you will select Choose File and navigate to the location on your computer where you saved the file you downloaded from RandCenter.

Then, click the blue import button.

Thats it!, you should have now imported all your MLScontacts. You can now clean up your contacts as you see fit right there in GoogleContact.

Log into your Outlook or Hotmail account and select thewaffle icon in the top left hand corner

Here

A dropdown menu will appear, select the icon that says People in order to access your contacts

A dropdown menu will appear, select the icon that says People in order to access your contacts

A dropdown menu will appear, select the icon that says People in order to access your contacts

After exporting your contacts from the MLS, open a new Google Formated CSV from

Make sure all headers are aligned, and that all Primary e-mails and mailing address have * Home under the Type column.

Once you have the formatted file, Log into your new Google-based RandMail at gmail.com

Click the waffle icon on the top right and select Contacts

You may need to click through a brief tour of the contacts. Once you are ready to go in the contacts area if you are in the new updated contacts app (like below), you need to go to the old contacts app to conduct an import. Click the Go to the old version link

Once you are in the older version of contacts, select the More drop-down and select, Import

Here, you will select Choose File and navigate to the location on your computer where you saved the file you downloaded from Outlook/Hotmail

Then, click the blue import button.

Thats it!, you should have now imported all your Outlook/Hotmailcontacts. You can now clean up your contacts as you see fit right there in GoogleContact.

Open Yahoo.com, Sign into your yahoo account and then click the contact icon next to the mail icon

Here

When on contact page click the toggle (image below) to select all contacts

Then Select the Actions button, a drop-down menu will appear, then select Export

A pop-up will appear to select Export options, select vCard Single File then hit the blue Export Now button

After exporting your contacts from the MLS, open a new Google Formated CSV from

Make sure all headers are aligned, and that all Primary e-mails and mailing address have * Home under the Type column.

Once you have the formatted file, Log into your new Google-based RandMail at gmail.com

Click the waffle icon on the top right and select Contacts

You may need to click through a brief tour of the contacts. Once you are ready to go in the contacts area if you are in the new updated contacts app (like below), you need to go to the old contacts app to conduct an import. Click the Go to the old version link

Once you are in the older version of contacts, select the More drop-down and select, Import

Here, you will select Choose File and navigate to the location on your computer where you saved the file you downloaded from Yahoo.

Then, click the blue import button.

Thats it!, you should have now imported all your Yahoo contacts. You can now clean up your contacts as you see fit right there in GoogleContact.

In order to maintain data conformity, we have found the best practice isto export AOL Contactsinto ClientConnect, and then export from Client Connect to GMAIL. This will ensure that the fields match the import process.

Open Aol.com, and on the left hand side is a bar where you will Sign into your AOL account and then click on the mail icon

Here

Once on the mail page, on the left hand bar click on contacts

When your contact page comes up click on empty square box left of name and then click more

After hitting more a dropdown menu will appear, click Export

After hitting Export a pop up will appear (image below) select CSV then click the blue Export button

After exporting your contacts from the MLS, open a new Google Formated CSV from

Make sure all headers are aligned, and that all Primary e-mails and mailing address have * Home under the Type column.

Once you have the formatted file, Log into your new Google-based RandMail at gmail.com

Click the waffle icon on the top right and select Contacts

You may need to click through a brief tour of the contacts. Once you are ready to go in the contacts area if you are in the new updated contacts app (like below), you need to go to the old contacts app to conduct an import. Click the Go to the old version link

Once you are in the older version of contacts, select the More dropdown and select, Import

Here, you will select Choose File and navigate to the location on your computer where you saved the file you downloaded from RandCenter

Then, click the blue import button.

Thats it!, you should have now imported all your Aol contacts. You can now clean up your contacts as you see fit right there in GoogleContact.

Overview

In this How2, well show you how you can use the iPhone app Videolicious to make great listing videos simply and easily. Well take through the process of recording video clips, and then explain how to stitch them together with a narrative that youll provide to generate a complete movie. The end result will be a very simple, short movie that you can attach to the online listing on randrealty.com, share through social media, or even email out.

Introduction

Everyone agrees that video is a great listing tool. Not only are videos a terrific way to display properties online and to market homes to buyers, but your ability to make videos for your listings is a tremendous differentiator for sellers during a listing presentation. The challenge has always been that making videos can take a lot of time, and requires a good deal of training on traditional movie-editing software like iMovie or Moviemaker. Alternatively, professional videos are extremely expensive, and generally not worth the cost for all but the most high-end of properties.

The Videolicious app, though, provides a very simple way to make basic video tours. Theyre not going to be fancy youcan'tadd graphics, or captions, and youre not going to get the highest quality of video if you take your clips on your iPhone but listing videos really do not need to be all that polished. Indeed, most people have become used to the casual nature of most videos, so youdon'tneed top-of-the-line production values in making a short video that shows off your new listing. You want it to look good, but youdon'tneed it to look like a professional movie.

To make your movie, youre going to take individual video clips of well-staged and brightly-lit areas of your listing, and then use the Videolicious app to stitch them together into a short movie. Youll load the clips into the app, then record a narrative talking about the homes features while you click on the video clips to run them in order. The movie that you end up with will start with you looking and speaking to the camera (it will look like a webcam-type clip), transitioning to you doing a voiceover to the video clips that you made of the listing. When youre done making the movie, youll be able to save it and share it.

Step By Step

Here are the steps for using the Videolicious app to make a video:

Step One: Prepare for Recording

You need to get the home ready for video, which means staging each area that youre going to record. Hopefully, the home is already staged and looks great, but if not you need to declutter the rooms as you go through the house you can literally just move the clutter out of the room, and put it back in. But you want the rooms to look good when you record them. You also should make sure that the rooms are well-lit. The best lighting for video will be in the middle of the day, so you do not need to turn on a lot of interior lights. Keep blinds and shades open to let as much natural light in as possible. The video will not come out well if the rooms are dark.

Also, as part of your preparation, open up a Videolicious account. Download the app to your iPhone, and register as a user. [When that is done, make sure that you have loaded up your opening and closing graphics to your account, which will automatically be appended to all your Videolicious movies].

Step Two: Make Your Video Clips

If you have good video clips that you have taken with a camera, you need to import them into your iPhone. You can do this by syncing your iPhone with iTunes and loading the video clips onto the phone. Otherwise, if youdon'talready have the clips, you can just take them with the iPhone, which has a reasonably good video camera.

Youre going to build the movie using a series of short 8-10 second clips of every area of the home that you want to display. This should include at least one exterior shot, and maybe shots of both the front and back yards if they show well. The clips should be short, about 8-10 seconds each, with the total length of the clips being no more than 45-60 seconds (i.e., at 10 seconds a clip, you should have no more than 4 or 5 clips at most).

So when the room is ready, just click on the iPhone camera app, make sure it is set to video rather than still photos, and make that short video clip. Just hold the phone up to about hip level, click the record button, and pan slowly from side to side. Dont move too fast, or the video will seem jerky. Whenyou'vecompleted the pan from one side to the other, click the record button again. Repeat the process for all the clips you want to make.

Some tips for making good video clips:

Let the rooms best feature dictate your position. Frame each video clip according to what you want to highlight in the room.

Take the video from hip level, not eye level, because the perspective from your hip makes the room look bigger.

Pan slowly from side to side. No herky-jerky movements. Take your time.

Dont worry about ambient noise like a dog barking or someone speaking to you. The Videolicious app is going to strip out the audio part of your video clips, and replace it with your narrative.

Step Three: Create Your Movie with the Videolicious App

Once you have your video clips, you can start to make your movie on Videolicious. Open the app with your iPhone, and if necessary register your account or sign in to the app. If it asks you about accessing your location, agree to the request.

Once you are logged in, Videolicious will guide you through the step-by-step process. The first step is the Select Videos step. Click on the Choose Shots button to select the videos in your iPhone Camera roll. You should click on the videos in the order in which you want them to be displayed when you click on them, youll see a number pop up to indicate their place in the order. You can also select a mix of videos and pictures, or even just pictures. When youre done, click on the Save button.

Once thats done, youre ready for step two: Tell Your Story. Click on the Tell Your Story button, and youll automatically start your front-camera (facing you), and youll see a display of you looking at your camera, with some buttons on the top right. Youll also see a box on the bottom right that is the first clip for your movie. Finally, on the bottom left is the record button. When youre ready, hit record, and youll get a 3-2-1 countdown to the live recording.

Once the recording starts, just start speaking naturally to the camera, introducing yourself and the listing. At that point, the movie is you speaking into the camera. As soon as youre ready to bring in the video clips, tap on the first clip, which will now play in your movie while you continue to narrate. Youll see a countdown in the clip showing you how much time until it ends, at which point the movie will move onto the next clip. If you want to move more quickly, just click on the next clip rather than allowing the current clip to play to the end. Keep doing that until you are out of clips. When the clips are finished, click back on your face in the camera to put yourself back in the shot, thank the viewer, and close the video.

Youll have a chance to preview the preliminary (pre-music) version of your movie to see if everything went okay. If not, you can delete and start over. Youcan'tedit the movie you made, but given that its less than 60 seconds you can just start over and try again until you get a take you like. Once its okay, you should click on the Save button.

This will take you to the third Videolicious step: Choose Your Music. Click on the Choose Your Music button and select from the Theme Music audio. You can use music from your iTunes library, but we wouldnt recommend that for a professional video because of copyright issues. The Theme Music selections provided by Videolicious are fully licensed for your use in videos. You can sample the selections, and then choose one that fits the mood of your movie. When youre done, youll have another chance to preview the video and save it again.

When thats done, you have the final step, which is to set the video size. The SD version has lower quality, but can be uploaded more quickly. In most cases, youll want to slide the level all the way over the HD for the highest quality video. Do that, and hit Save. Now you can title the video and configure settings for sharing.

Step Four: Saving and Sharing

Once the video is complete, you have a range of options for sharing it. The first thing you should do is email the online link to the video to yourself, so you always have access to it and can forward the email to anyone who might be interested. Wedon'trecommend sharing it on Facebook or Twitter, because listing videos reallyaren'tinteresting to most of your friends, but you should definitely upload it to your Youtube account. That video will be saved to your account, and you can access it anytime you want from the Videolicious app.

Tips and Tricks

Some general tips and tricks for making your movie.

Speak naturally. Dont feel that you need to be like a news anchor with a script. Just describe the basic features of the house, with a focus on the rooms that are in the video clips, like you would if you were taking someone through it live. You should practice the narration a few times. It takes a little bit of time to become comfortable speaking into the camera while youre also clicking on the video clips.

Have notes ready. Dont have a script, but put down bullet points for each video clip that you can look to. When the clips are running, the camera is off your face, so you can look down. Note that youre not going to be able to actually see the video clips as they run. Youre just going to see the countdown of how much time is left in the clip. So youre going to have to work off memory for the features in that room, rather than rely on visual cues from the video clip itself.

Dont just mimic the shot. Dont just describe what people are already seeing on the video, by saying things like here is the great room, now here is the kitchen. People can see that. Instead, build on what they are seeing: The great room features a wood burning fireplace, and is completely open to the kitchen, which has top of the line appliances and a lovely breakfast nook. The clips speak for themselves, so add to them.

Be upbeat! You want to be energetic and enthusiastic. What seems like a natural energy level comes across on video like boredome. Its a funny thing about video you have to be at 120% to come across at 100%.

Smile! Use a bookend approach to smile at the beginning, and smile at the ending. It might feel weird, but it comes across very well on a video. People like smiling faces.

Keep it simple. Ultimately, if youre not happy with your narration in the movie, do this simple workaround. Open the movie speaking to the camera for about 10-15 seconds. Just introduce yourself, describe the basic listing highlights (price, location, bedrooms, and baths), and then say Enjoy the movie!. Then stop speaking and let the music cover the rest of the movie. That should take the pressure off you to narrate the whole thing, while still giving you the opportunity to introduce yourself.

Keep at it. If youre part of the way through the creation process and you stumble on your words, just start again. The whole movie will only be 90 seconds or so, so even a few false starts is not going to cost you a lot of time. But once you finish the movie, youcan'tgo back and edit it, at least not in the Videolicious app, so you need to get through it with a reasonable take.

Conclusion

Thats how to make a great listing video with your iPhone Videolicious App. Its actually very easy to use, and after you do a couple youll find that you can make a pretty good video just with your iPhone in about fifteen minutes. If you have any questions or comments, please leave them below.

Moxi Works

Release Notes 9/24/2018

This weeks release brings another set of exciting improvements! Check out the list below for information.

Moxi Engage

No matter what sales methodology you use, it all involves talking to your people! Now you can send personalized emails to all of your clients at once! Engage email now uses mail merge! Write an email by selecting what attribute you would like to show up on each persons email. For example, Dear {first name}.

The task list in your sales flow will help you stay on track with every transaction. Now in your task manager, you can create tasks that have a much further due date! You can create tasks with a due date of up to 999 days! This way your sales process is exactly what you would like it to be!

Agent Websites

When making your Agent Website, you have some options for customizations! Now you have options for your Header! You can have your whole header be capital, lower case or case-sensitive letters.

Writing a blog can be a fun and informative way to communicate with our clients! However, finding an article can be difficult if you have quite a few. Now your people can search for articles in your blog using our new search box!

Your clients can find listings on your agent website. If they like what they see, they can sign up for your Neighborhood News subscription from the listing details page! This will put a new contact in your Engage database!

Roster

Zillow reviews has a new home! Turn your Zillow reviews on and off through theIntegrated Toolsin your Roster! This will show your partners such as Docusign and Zillow!

Many of us have multiple email addresses we use! We may have a primary email, a backup email, and the email we would like to display for customers! You can now define what you would like as your display email! Define your display email in your Roster!

Talent

Put a person on hold! In Moxi Talent, you have the ability to put a recruit on hold if they are not ready to move just yet. This will let you keep contacts in your database that may become a recruit down the road!

Our goals in Moxi Talent are for this year! In the coming months we will begin thinking about what our goals for next year are going to become! You will be able to add your goal for next year and see goals from previous years!

Managers

Create landscape PDF marketing materials even if youdon'thave the landscape mode turned on! This will ensure that when your brokerage is ready to use landscape mode when your agents begin using it!

Some of you might have noticed but Google has officiallyreleased a new design to their mail system. Please watch the below video to see what features they have and what it means for you.

Using our Envelope Merge system is an alternative to usingthe Label Merge onto Avery Labels.

Creating the Envelope:

Step 1: Log into Randcenter, select g-Suit tab and select Docs

Step 2: In Google Docs select Templates on the upper right hand

Step 3: Select R4L Envelopes Template under the R4L section

Step 4: Fill out your Name and return address

Step 5: Go to Add-On, Mail Merge, thenclick start

Step 6: Select which Google Group you are pulling your list from. Please rememberfor a mailing address to be pulled it must have a Home Label

Step 7: Confirm the correct number of contacts are being merged and select 'Yes'

Step 8: Select the blue link that shows the date and time of the merge. This will open a new document with all your contacts merged into the template

DO NOTE ** Follow Printing InstructionsCarefully As The Printer Can Jam Easily, DO NOT Exceed20 Envelopes at a Time***

Printing the Envelopes:

Stage 1: Place #10 envelope tab facing up and out, (below image). Stack only 20 envelopes on it, once the 20 go through the machine will beep asking for more paper. Then you stack your next 20 and continueuntil your list is print.

**DONOTE: Do not use pre-glued envelopes as it will melt and break the printer ***

Step 2: When the screen prompts, make sure Auto Recognize Size is selected

This article provides the step by step instruction on creating a Dunkin Donuts personalized gift card. Note there are two types of cards that can be created, a printed one and an E-gift Card.

The printed gift card has a charge of $2.00 per card and shipping cost if you don't use the Standard shipping within 5- 7 business days.

Make sure you select the correct format when you order.

The first steps in creating your personalized gift card is to create the image for the gift card.

1. Download Dunkin Donuts Card Template-Save to Desktop (PowerPoint File) - Select Print or eGift Card Template

2. Open Template

3. Update information for agent requesting Dunkin Donuts card

DO NOT CHANGE CARD PROPORTIONS/OR FIELDS WITHOUT APPROVAL - this card was designed for the Dunkin Donuts program and meets advertising guidelines.

4. Click FILE "SAVE AS" Rename File Dunkin Agent Last Name

5. Select JPG as File Type

6. Go to DunkinDonuts.com to create the card.

https://www.dunkindonuts.com/content/dunkindonuts/en/ddcard.html

Steps Below are for both print and E-gift card

1. Select "Get A DD Card"

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2. Select Ethier Print DD Card or eGift Card

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3. Accept the pop-up which will take you to the card select screen

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4. Click on "Add My Photo" then "Agree to the Image Guidelines and terms and conditions" and thenSelect "Add My Photo"

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5. Upload your image to the card template to the left, adjust the size of the picture to fit in the space allotted. When you're done, hit "Save"

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6. Now choose the value or select the amount (And Quantity for Print)

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7.Fill out the "How would you like to deliver your eGfit Card or Provide the Delivery Details

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Select "Add to Cart" then Check Out (repeat as desired)

You can download a clean Google Contact Formatted CSV below:

When you are looking to add your headshot, or a logo or social media icon to your signature we highly encourageto first upload the picture to your Google Drive to host the photo before loading to your signature.

Step 1: On Hub.Randcenter.com go to g-Suite to access your Google Drive

Step 2: Click on My Drive >select Upload files > select the photo you want to upload

Step 3: Now that the photo is in your Google Drive, go to your e-mail and select the gear wheel > settings

Step 4: Scroll down to signature block and select the image icon

Step 5: Select the My Drive option to find the photo you uploaded, select that photo, scale the size and save your changes. If you do not get the below image with My Drive and Upload see step 6:

Step 6: On your Google Chrome browser on the upper hand corner select the three dots and open a New Incognito window. Go back to your e-mail and do step 3-5 again.

DownloadPowerpoint below:

https://support.realtor.com/advantage-pro/advantage-pro-for-agents-lp/

Additional Resources From Realtor.com:

Agent profile step-by-step guide related to today's training webinar:

https://support.realtor.com/pdf/Advantage_Pro_for_Agents_Quick_Book_2.21.2018.pdf

Additional training resources, webinars, and how-to videos:

https://rand.zendesk.com/hc/en-us/articles/360000514867

Youtube:

Making A Rand Youtube Channel

https://rand.zendesk.com/hc/en-us/articles/115005145587

Marketing Center; Linking YouTube to your Channel

https://rand.zendesk.com/hc/en-us/articles/360000514867

Facebook:

Facebook Business Pages

We all know that one of the best ways to generate new business from buyers is to hold an open house. But if all youre doing is putting out a sign and sitting in the house for four hours, youre not going to get much done. Thats a pretty passive activity, just sitting around waiting.

Instead, think about doing a leveraged open house, one that takes your open house and turns it into a much more activity by leveraging your activities: direct mail, phone calls, and follow up. You can take these active steps to generate more visitors than will come from a simple ad in the paper. And you can leverage the open house by using the resources that are provided in Randcenter, particularly through CrossSearch and Direct Mail.

Heres how to execute the Leveraged Open House. Note that you can really only leverage the open house if you have at least 10 days advance notice, so that you can get out your direct mail piece. If youdon'thave that kind of time, youll have to go right to step two and start calling the neighborhood.

Direct Mail the Neighbors

The purpose of leveraging the open house is to generate some excitement in the neighborhood, by inviting the neighbors to the open house. Obviously, you need to know the neighborhood to locate the adjoining streets. But once you have those streets, you can go into XPressDocs and send an open house greeting to the block. Here's my suggested language, so long as you get approval from your seller:

Mr. and Ms. Smith just listed their property at 123 Main Street and asked me to invite you to our open house on Sunday, May 7th from 1-4PM. Well have property information sheets and information on the local housing market. We hope you can attend!

That text should fit within the space limitations set out for the card. Just cut and paste it into your card. If your address is longer, you'll need to cut it back a bit. 2. Courtesy call the neighbors To leverage the mailing, you should follow up with a courtesy call. The key to the courtesy call is that it is NOT a prospecting call. Instead, it's just a courtesy to let the neighbors know not to be alarmed if they see strange cars on the block. Here's the basic dialogue: Hi Mr. Smith, this is Joe Rand from Better Homes and Gardens Rand Realty.I'mcalling to let you know as a courtesy that well be holding an open house on your block on Sunday from 1-4PM. Just in case you see some unfamiliar cars on the street,don'tbe alarmed. I wanted to let you know about it and also invite you in case you were interested in seeing whats on the market in your neighborhood.

Courtesy calls are amazing. Seriously. You take a call that would otherwise be a solicitation and turn it into a great service. Agents who make these calls universally tell me that they rarely, if ever, get a bad reaction, and that they are ten times as likely to get a very nice thank you from the neighbor. And if that neighbor is at all interested in the real estate market,they'regoing to ASK YOU about whats going on in the house.

Also, remember that courtesy calls are NOT governed by the do-not-call list, because they are not soliciations. You are calling on behalf of your seller to let the neighbors know that there will be a potential disruption on the block that weekend. Youre not trying to get business, youre delivering a great service to the neighborhood!

Print up Show Sheets You will find good show sheets on Randcenter in the Hudson United Flyer utility. Make up 15-20 show sheets of the property (be optimistic!).

Print up Market Stats Since you're going to be sitting all day in a particular town or village, go into the "Local Market Stats" program on Randcenter and print up some market stats for that neighborhood to give out to prospective buyers. The program is self-explanatory. 5. Sign Everyone In! We have a Guest Registry for open houses in available in the Downloads section of Randcenter. Instead of having people sign themselves in, sign them in yourself so you can read the writing AND so that they don't trick you by giving you an obvious fake name. Explain to them that the owner requests that you get everyone's basic information before letting them through the house.

Alternatively, take a look at the Open Home Pro app available for iOS or Android. With the app, you can have people sign in to your open house right on your tablet computer, and then arrange for follow up emails. Finally, follow up with all visitors. According to NAR, 92% of agents never follow up with visitors to the open house. Even if they're just nosy neighbors or lookyloos, people that come to an open house are good leads that you should be adding to your database for follow up. After the open house, call them back for some feedback. Here's a good dialogue: Hi Mr. Smith, this is Joe Rand from Better Homes and Gardens Rand. I enjoyed meeting you at the open house on Sunday, and the owner asked me to follow up if you had any feedback on the property. What did you think? You can be honest? What kind of home have you been looking for? Has anyone been helping you with your search? What areas are you looking for? What homes have you seen that you like? Whats your price range? Whats the name of your lender? When do you think you might start working with a Realtor to help you find a home? The point of the Leveraged Open House is to use the tools available on Randcenter to turn what is essentially a passive activity (placing an ad and hoping people show up) into an active activity (reaching out to people in the neighborhood with the purpose of informing them of the open house).

Moxi Works

Release Notes 4/9/2018

This weeks release brings another set of exciting improvements! Check out the list below for information.

Moxi Present

Your presentations have a new field! On your Status Comparison page, you can see Percent of List Price.

At Moxi we want everything to be crystal clear! We have changed Included to Added in your present library.

In your Team dashboard, you can assign a team and team members to your shared presentations. Now, we have made it easier to differentiate between the team, and your team members!

Your clients will want to know if one of the comps you choose is having an open house. In your presentation, your client can see the open house times on your listing details page!

Agent Websites

Agent Websites have a new search! Your property search screen and your saved searches have a new and intuitive design!

For those agents that would like to continue using the classic search for their agent website, you still can! There will be a toggle switch, in your property search page, that will let you use the old search.

Roster

Not only can you enhance your listings from the Roster, but now you can create quick flyers! Make a one page flyer of your Active, Pending, and Unpublished listings from your Roster page!

Misc

Moxi has a robust help center that you can access through the Moxi Search! Search for Help Articles in the search box for any Moxi product!

Download Powerpoint below:

Log into the new Randcenter, then on the top bar select MyWebsite

It will bring you to your Admin Tool page, scroll down on the first page and under Completing Your Site Activation, Select Go There next to 1. Make Your Site Visible to Search Engines

It will take you to Reading Settings, with the bottom toggle checked off.

Uncheck the toggle then hit Save Changes

Step 1: Download the form attached or go to Randcenter > Documents > Administrative Forms > Agent Hire Packet

Step 2: Fill out the form and indicatethe format you want

(Do note if you pick a photo option you must provide your headshot when submitting the form)

[email protected]

Scan the form and send to Karen Rockefeller at karenwith your headshot if indicated on the form.

Linking your Rand Gmail to your Zap gives you the benefit of being able to track conversation with clients wheater you send the email first from Zap or through Rand Gmail. Now the information will be linked together. Below are the steps to linking these accounts.

Step 1: Log into Zap and the left-hand bar select ZapStore

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Step 2: In ZapStore top select Google Mail > Hit Learn More

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Step 3: Select Link Gmail

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Step 4: Log in using your Rand Gmail Account

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Step 5: Hit allow

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Final: Now your account is link and you can access your mail from Zap.

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You can download the powerpoint below as seen in the webinar.

Social Media Clean Post

To Create a digital quick post on Social Media (Facebook, Twitter, and Instagram) and send it to your contacts list.

Step 1: Go toMarketing Center and Select ePostcard

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Step 2: Go to the 3rd page of templates and select the template with the yellow flowers (highlighted) 2nd from the right

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PREVIEW OF TEMPLATE

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Step 3: Name your project and place it in your approperiate Project Folder.

Then hit Save and Continue

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Step 4: Select your main Article Photo that will replace the yellow flowers (Preview)

Then Hit Save and Continue

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Step 5: Place in a Header and Body Copy. Scroll below and add any additional information you want to appear in the post (ex; Facebook URL, Twitter URL, ETC)

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Step 6: Confirm your agent information and add (if applicable) a second agent photo

Then Hit Save and Continue

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Final Step: Preview your post, and once satisfied:

Email to Contacts

Share on Facebook*

Tweet a Link

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*Once your post is Share on Facebook, if your Instragramaccount is linked to Facebook you can take your Facebook post and send to you Instragramaccount, (Via InstragramHelp Center:"Scroll down and tap Linked Accounts, then selectFacebook. If you haven't already, enter yourFacebooklogin information. By default, yourInstagramaccount will link to your personalFacebookTimeline. To link to a Page instead, tapFacebookagain, then tapShareto and choose a Page that you manage.")

*Admins and Agents can both add an MLS Membership via Section A; only admins can add memberships via Section B*

Do note there are two things to be aware when adding your MLS Membership to Zap.

1) You can only add your Membership if you are a primary agent to an active listing. It cannot be a rental and you cannot be the co-listing agent.

2) The need of adding this is very important. For without adding the Membership when you get a listing your Profile will not display next to your listing on BHGRE.Com

Section A: As an agent or Admin Proxy as the agent you need to select the profile picture in the upper right-hand corner then select the option "Account Settings"

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When on "Account Setting" Scroll Down till you reach MLS Memberships. Select from the drop-down box on the bottom left which MLS you are apart of. Then search for your name, once your name appears select it and hit "+Add"

Do this step for every MLS you are apart of and have an active listing with.

*THIS IS A ONE TIME STEP - ONCE IT IS ADDED YOU NEVER HAVE TO DO THIS AGAIN*

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Section B: ADMINS ONLY

On the left panel select "Manage" which will produce a side menu where you can select "MLS Memberships"

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From The MLS Membership page, the third top bar option "MLS Memberships Status" to filter only MLS's that are Unlinked

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On the right side of the agent that is Unliked select "Link MLS"

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When on the agent page, enter the MLS ID and select save on the bottom. Do this for each MLS that needs to be added.

Now your MLS Membership is linked your profile is set.

We are all busy people and you may want other people to have access to your account to help with the workload. Whether those people be assistants or team mates, there may come a time where someone else may need to access parts of your Moxi Account. Allow other people in your office to have access to your account. Follow the steps below to learn how you can grant access to other people.

Grant Access to my Moxi Account

From your Roster selectPasswords & Access(See below).

SelectAccount Access(See below).

Select theManagebutton on theMy Account AccessTab (See below).

Invite people to access your account my selecting theInvite

NOTE: You can see the people that have requested access to your account (circled in red).

NOTE: You can see the people that you invited to have access to your account (circled in blue).

Sometimes to do the best work we may need to access someone elses Moxi Works account. We may be an assistant or on a team, but the information we need might be in another persons account. Follow to instructions below to learn how to gain access to someone elses account!

Gain Access to Others Accounts

From your Roster selectPasswords & Access.

SelectAccount Access.

SelectManageunderOther Account Access.

SelectRequestto search for other people in your Office.

NOTE: You can see the other people that have requested you have access to their account (Circled in red).

NOTE: You can see all the people that you have requested access to (Circled in blue).

Search for the person you would like to access.

Select

Once you have permission to access someones account, select the agent drop-down menu in the top left corner (See below).

SelectSwitch User.

A connected panel will slide out from the right side of the screen. Choose which person you would like to access.

Youll see aSwitchingloading screen.

Access Granted.

Through Randcenter you will click g-Suite drop-down and select "Docs"

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For Label Merger

For Mail Merger: Go to Google Docs and select Template Gallery on the upper right

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From the Rand Templates select Seasonal Event Guide

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After Selecting the Template the Mail Merge option will appear on the right bar. Select Use

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After selecting use, you will be given the option to pick your contact group to send to and any additional fields to add to the document then select Merge to Letters

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When it has completed the merge a link will appear to take you to your merged letters

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*Due note if a contact's address is missing from the letter, please check your Google Contacts and make sure that the label next to the address reads as Home*

This weeks release brings another set of exciting improvements! Our team innovates regularly and this is the list of the latest updates!

Moxi Engage

Your special dates preferences have never been easier! They now come with a description below each one when you select the edit button!

When entering your Facebook admin page URL, you can be absolutely sure it is correct! When entering in the URL, you will see a message below letting you know whether it is a correct page URL or not!

Agent Websites

If you are a specialist in a specific area, you can create saved searches on your Agent Website. Saved searches are a great way to show off the listings in your neighborhoods! You can have a widget that will show off the listings in your saved search!

Adding your social media accounts to your agent website is moving locations! Social Media account will pull from your Roster page! Add your social media account to the Web Info section of your Roster account and it will pull onto your Agent Website!

Roster

Advertise your listing using Moxi Works! In the second step of creating your advertisement you can narrow down who will see your advertisement. Now you can narrow this down by age!

Not all MLSs have open house information. However, you may still want to include open house date and times! You can now manually add in open house info to any listing!

Administrator

Moxi Insights is a powerful tool that enables your agents to get public record data on all the people in their sphere of influence. This is now eligible to be purchased at the company level so all your agents will see it in their account!

This weeks release brings another set of exciting improvements! We have a ton of great improvements and were working toward the big stuff! Check out the list below for information.

Moxi Present

Some presentations are created without an MLS. Now you can assign an MLS to a presentation that was created without one! You should know, once an MLS is assigned to a Presentation, it cannot be switched!

Moxi Engage

Keep your eye on your goals! You can also check out previous years goals in your goals module, but when you are finished, there will be a link back to the current year! This way you can keep your eye on the correct year of goals!

We have now made Neighborhood News even better! You can customize the message that gets sent out to people receiving their Neighborhood News for the first time!

Including a Neighborhood News sign-up sheet can help you get more leads in Engage. Use the Neighborhood News Sign-up widget! This will let you embed a sign-up page in any of your websites!

Agent Websites

Designations can set agents apart. Show your designations right on your Agent Website home page!

Sorting your property lists can be cumbersome. Now we have auto sorting lists that will make sorting your property lists even easier! `

Roster

Advertise your listing is now even better! You can advertise your listing in news feed of Facebook, and in the top right corner! Show listings in the Facebook News Feed!

Do you have Non-MLS listings an accidentally forget to add a photo gallery? Now you will be prompted to publish your photo gallery for Non-MLS listings before they go live!

Have you wondered what the Show Address toggle switch does when you are creating a listing? We have added clarity to what these switches do and added a few more, so you can be specific with your listing!

When you are adding a listing to the Hot Sheets you can specify the tour times! This will let people searching the Hot Sheets know your tour time.

When searching the Hot Sheets, you may want to search when the Open House is happening. Search by tour time when using the Hot Sheets!

Administrators

In your presentation admin, order your pages in folders for the last modified! If you need to find a page you have just changed, check out the Date Modified column.

Click on Start

Help ticket

Type run in the search box and click on Run at the top

In the run box, type in \\192.168.0.16\printers$ and click OK

Run the uniFLOW printer install v1.4 to start the installation process.

Click on Open

Approve all prompts by clicking Yes or Install. You may need to look at the bottom of your screen for a flashing icon if nothing appears.

After approving all prompts, you will see a green icon near the date and time in the lower right-hand corner. This shows you are connected to the printers. The entire installation process should take a few minutes on newer computers.

Restart your computer

One known issue with installing printers is getting a box after step 3 which asks for a username and password. If you get this box, please submit a help ticket and we will assist you with your printer installation.

If you have any questions about the process, or you think something went wrong, please send us a

and we will respond ASAP.

This article is to show how to make an Agent Announcement post for Facebook. At the end of this article, you will be able to post your announcement on your office Facebook and then download the image to send to Help Desk to have them post it to Better Homes and Gardens Rand Realty main Facebook page

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Go to Randcenter > Marketing Center > and select Social Media from the Designs

Help Desk

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Look through the different Social Media templates and select which deisgn you want to us then select the design

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Name your Project (Agent Name) and place it in a Project Folder

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Select the New Agent Photo

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Choose File location of Agent Photo (My Computer)

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Photo will display then hit Save and Continue

Due Note if you see the Yellow Warning sign like below the photo resolution may be to low so replace photo with High Resolution version

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Next stage is to enter in the Agent Informtion, fill out all fields then Hit Save and Continue

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Now that your New Agent Welcome Social Media Post is ready you can:

-Preview the post before uploading

-Edit, letting you go back in and make changes based on what you see in Preview

-Share on Facebook associated with the account you are on

-Download the Design as a JPG so you can send to Help Desk for upload on Rand Realty's Facebook :

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Preview of Social Media Post

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When Selecting to Post to Facebook this pop-up will appear so you can title your post ahead of time

Now you have a Welcome Post for a New Agent to put on your office page, Agent page and download a copy for to upload as well