Berkshire Hathaway HomeServices Michigan Real Estate Tool Workbook by Berkshire Hathaway HomeServices Michigan Real Estate

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Success Guide for Berkshire Hathaway HomeServices Michigan Real Estate

10 Goals, 30 Days 1. Login to Tool Platforms • •

Access the BHHS Intranet Tool Platform Access the BHHS National Tool Platform

2. Review Profiles • • •

BHHS Intranet Profile REsource Center & Marketing REsource Zillow: Update Profile & Claim Listings

3. Organizing your Sphere • • •

Compose your contacts into Excel Sheet Upload Contacts to BHHS Intranet CRM Upload Contacts to MarketingREsource

4. Review and Customize your Personal Website 5. Content of your personal website –

Three things you HAVE to do on your personalwebsite 1. Create Text for your Homepage 2. Customize your Profile on ‘About Me’ 3. Set ‘Notification Settings’ for Website

6. Set up Market Watch & Property Watch for yourself, for sphere 7. Download the Berkshire Hathaway HomeServices App • •

Text to: 87778 Body of Text: BHHSMI301

8. Social: • • •

LinkedIn: Update Profile. Associate yourself with BHHSMI, BHHSNI, BHHSTR Facebook: Like the BHHSMI, BHHSNI and BHHSTR pages Twitter: @BHHSMichigan, @BHHSNI and @TomieRaines

9. Send out Transition Communication to Sphere 10.Seller Advantage •

Explore and set up Listing Presentation Report within SellerAdvantage

Table of Contents

Accessing Your Tool Platforms………………………………………………………………………………….…………..4 BHHS National Tools – Update Profiles…………………………………………………….………………………5-10 Marketing REsource: Create a Social Media Cover Photo……………………………………………………..11-14

Organizing Your Sphere – Marketing Resource……………………………………………………………….15-17 Send Out Transition Communication to Sphere………………………………………………………………18-21 Update Photo: Seller Advantage…………………………………………………………………………………….22-24 Neighborhood Reports…………………………………………………………….........................................25-27 Download the Mobile App…………………………………………………………………………………………………..28 Social Media REsource……………………………………………………………………………………………………29-35 Videolicious…………………………………………………………………………………………………………………………..36-39 Login to Tool Platforms…………………………………………………………………………………………….………….40 My Dashboard Page……………………………………………………………………………………………………….……41 Tech Tip Library…………………………………………………………………………………………………………….…….42 Update Profile: Agent Access……………………………………………………………………………………….…43-44 Agent Website…………………………………………………………………………………………………………….…………….45 Attaching Domain to Website………………………………………………………………………………………………46-48 Three Steps to a Personal Website…………………………………………………………………………………49-56 Website Notification Selections…………………………………………………………………………………………..57 Organizing Your Sphere – CRM…………………………………………………………………………………….…58-61 Setup Market Watch – Benefits…………………………………………………………………………………………..62 How To: Setup Market Watch………………………………………………………………………………………..63-67 Setup Property Watch – Benefits………………………………………………………………………………………..68 How To: Setup Property Watch………………………………………………………………………………………69-73 BuySide: How To Create a Buyer Market Analysis…………………………………………………………..74-76 BuySide: How To Add a Buyer…………………………………………………………………………………………77-78 Dotloop…………………………………………………………………………………………………………………………………79-81 Review Client Activity…………………………………………………………………………………………………….82-83 Experienced Agents | Update Zillow Profile………………………………………………………………………….84-89 Toolkit CMA Setup & Buyer Tour…………………………………………………………………………………………..90-98 BHHS Social Media………………………………………………………………………………………………………………99 BHHS Logos and Disclaimers…………………………………………………………………………….………………………100

Agent Access Intranet | BHHS Michigan, Indiana & Tomie Raines Tools – – – –

Agent Access to Website and CRM Intranet.BHHSMichiganRealEstate.com Intranet.BHHSNorthernIndianaRealEstate.com Intranet.TomieRaines.com Username will be your first name and last name, withoutspaces. The first time you login, your temporary password is:12345

•

Access to National website profile, Marketing REsource and LeadResource www.BHHSREsource.com You will create your Username and Passwordfrom an email from ‘Webmaster.’ Tip: Setup your username to match the Intranet,FirstnameLastname

•

Toolkit CMA | Listing & Buying Presentations

•

DotLoop | Digital Transaction Management & eSignatures

– –

www.ToolKitCMA.com Access to National website profile, Marketing REsource and LeadResource Username will be @bhhsmi.com email. The first time you login, your password is: password

Access cloud file storage, digitally complete real estate transaction paperwork, send for digital signatures, and process listings and sales with youroffice www.DotLoop.com Access to DotLoop is issued after attending the 5 Steps of DotLoop training. Connect with your manager for schedule of training.

National Tools Login to the REsourceCenter •

www.BHHSREsource.com Access to National website profile, Marketing REsource and LeadResource

You will create your Usernameand Password from an email prompt. Tip: Setup your username with the FirstnameLastname styling for easier recall when accessingsites. **Write it Down HERE ->

Update Profiles: REsource Center Login to www.BHHSREsource.com. Click My Profile in the upper right hand corner.

Contact Info Tab • • • •

Name Phone Numbers Email Address Mobile Lead Notification Email

Picture Tab • Upload Photo MLS Data Tab • Review MLS Agent ID

Update Profiles: REsource Center

Certifications, Designations, Specialties Mark any that apply

Networking Groups/Marketing Lists Mark any that apply Then Click SAVE.

Update Profiles: Marketing REsource Step 1: Login to www.BHHSREsource.com, and enter Marketing REsource

Step 2: The first time you login, it should prompt you to update your profile. If not, you can access the profile by clicking on your name in the upper right hand corner, and clicking Edit Profile from the dropdown

Update Profiles: Marketing REsource Step 3: Update your personal information.

Recommended Changes: • Add Photo • Personalize Title • Add Website • Update Time Zone: Change to Americas/Detroit Once you have made changes to your profile, click the Save button in the bottom right corner.

Step 4: Add Social Media Connections. On the left hand menu, work your way through the list of social networks, connecting your accounts. • Facebook: Enter your Business or Personal Facebook ProfileURL. – Login to Facebook. For a personal account, click on your name in the upper blue bar. Copy the full URL that appears on the top of your Profile page. For a Business Account, access your Business Page, and copy the full URL that appear on top of the BusinessPage. – Paste this URL into Marketing Resource. ClickSave. – Now click ‘Connect Facebook’ button, and followprompts. • Twitter: Enter the URL of your personal Twitterprofile. – Login to Twitter, click on your personal icon in the upper right hand corner, and click ‘View Profile’ from the dropdown. On your profile, copy your personal URL that appears in the browser. – Paste this URL into Marketing Resource. ClickSave. – Click the ‘Connect Twitter’ button, and follow theprompts • LinkedIn: Enter your Personal LinkedIn Profile URL. – Login to LinkedIn. In the black primary navigation bar, click ‘Profile.’ (Do NOT click ‘Edit Profile’ that appears when you hover over Profile. Just click Profile.) Once on this page, copy the URL that appears in the browser. – Paste this URL into Marketing Resource. ClickSave. – Click the ‘Connect LinkedIn’ button, and followprompts • YouTube: If you have a YouTube Channel, enter your YouTubeURL. – Login to YouTube. In the left hand corner, click the menu icon, and click ‘My Channel.’ On your channel profile page, copy the URL that appears in the browser. – Paste this URL into Marketing Resource. ClickSave. • Instagram: Enter the URL for your InstagramProfile. – Login to Instagram. In the upper right hand corner, click on the ‘person’ icon. This takes you to your personal Instagram account page. Copy the URL that appears in the browser. – Paste the URL into Marketing Resource. ClickSave. • Pinterest: Enter the URL for your PinterestProfile. – Login to Pinterest. In the upper right hand corner, click on the ‘person’ icon. This takes you to your personal Pinterest account page. Copy the URL that appears in the browser. – Paste the URL into Marketing Resource. ClickSave.

Marketing REsource: Create a Social Media Cover Photo Step 1: From the Marketing REsource Homepage, click on Library on top of the screen. Step 2: Click on Type on left hand menu.

Step 3: From the expanded menu, click Social Media.

Step 4: After clicking on Social Media, scroll down to the page until you see three sample marketing pieces with Yard Signs (highlighted in red boxes).

Step 5: On the lnfo Page, click Get Started.

Step 6: Name the piece Facebook Cover

Step 7: On the editing screen, you can customize the Yard Sign, adding your name and phone number. To do so, click the green check mark on the yard sign.

Step 8: Put your cursor directly in front of the DBA, and click once. Now type your name. Hit enter. Type your phone number. Hit Enter.

Step 9: Once you have completed modifying the text, click the â&#x20AC;&#x2DC;sharing iconâ&#x20AC;&#x2122; arrow to download the finished piece to your computer.

Step 10: Now you can open another tab online and pull up your FB on which you wish to update your cover photo. Once here please click the transparent camera in the upper left of your cover photo.

Step 11: After clicking on the transparent camera you will click upload photo.

Step 11: After clicking upload your photo, you will then click downloads and then the most recent photo will be the yard sign. After clicking this and the positioning is correct, click Save Changes.

Organizing your Sphere 1. Upload Contacts to BHHS Marketing REsource – – – –

Important: You must modify the field assignment for ONLY this category: â&#x20AC;˘ E-mail Address Click the drop downs and change from Do Not Store to Email

Send out Transition Communication to Sphere Marketing REsource is a world class marketing platform. Create, customize and send your first Transition Announcement Postcard!

Step 1: Login to the REsource Center at www.BHHSREsource.com.

Step 2: On the homepage, Click Marketing REsource, found in the REsource Links box in the middle of the page. This will launch Marketing REsource in another tab on your browser.

Send out Transition Communication to Sphere Step 3: On the Marketing REsource homepage, type ‘Brand Postcard’ to search bykeyword

Step 4: Scroll down through the available options. Choose the size and design youprefer. **Great options are the Generic Large Postcard; you can customize the front to include your name. Also review the ‘Transition Announcement’ options for more goodselections. Click on the image to preview, and click ‘Get Started.’

Send out Transition Communication to Sphere Step 5: Click Get Started button above the preview.

Step 6: Title the marketing piece Announcement Postcard. Click Continue.

Send out Transition Communication to Sphere Step 7: Edit the front and back of the postcard with the messaging you would like to share. When complete, the thumbnail images on the left will display Green Dots, and the sharing icons will appear in the upper right hand corner.

Step 8: Click on the Print on Demand icon in the upper right hand corner. This will open a portal to our vendor XpressDocs in a new browser tab. You can order, address, and ship directly from this system.

Update Photo: Seller Advantage Step 1: Login to www.BHHSREsource.com, and enter Seller Advantage

Step 2: On the left hand menu, click on ‘Administration,’ then ‘Website Administration’ from the dropdown. This will open a new tab in your browser.

Update Photo: Seller Advantage Step 3: On the new tab, click ‘My Profile’ in the upper right hand corner.

Step 4: Click ‘Edit’ in the upper right hand corner of the User Summary Information box. Click Upload Photo.

Update Photo: Seller Advantage Step 5: Click Choose File, and select your photo. Click UploadPhoto.

Step 6: Back on the User Personal Information Page, scroll ALL THE WAY down on the page, and click ‘Submit.’ Very Important. If you leave without ‘submitting,’ your photo will notsave.

Neighborhood Reports Neighborhood Reports allow you to create detailed informational reports on any city or zip code to provide to Buyers or at Open Houses. Save hours of researching and packaging this information manually.

Step 1: Login to www.BHHSREsource.com, and enter Seller Advantage

Step 2: On the left hand menu, click on ‘Marketing,’ then ‘Neighborhood Reports’ from the dropdown. This will open a new tab in your browser.

Step 3: Enter either a City or Zip Code for a region you would like to pull a Neighborhood Report.

Step 4: You can review the data of the report by clicking on the tabs along the top. When ready to save or print, click the â&#x20AC;&#x2DC;printâ&#x20AC;&#x2122; icon near the top.

Step 5: To print all tabs of the report, change the default by clicking the â&#x20AC;&#x2DC;All Reportsâ&#x20AC;&#x2122; radio button. You may change the color template of the report if you would prefer to so. Click Print Preview.

Step 6: On the Print Preview screen, you can now download as PDF, and either print and provide to your buyer, or email as attachment.

Download the Mobile App HOME BUYING ON THE GO. Real estate searches when you want it most, whenever you want it. With the Berkshire Hathaway HomeServices mobile app, search for nearby listings as you drive through your favorite neighborhood, locate open houses, just listed properties,and even data on homes that have recently sold. Our intuitive real estate app will empower you to own your real estate search with map searches, large mobile photos and more.

To download the App:

TEXT BHHSMI301 TO PHONE NUMBER 87778

Social Media REsource Social Media REsource partners you with a Social Media vendor RIS Media. *These social media services are provided to you at no charge.

Step 1: Login to www.BHHSREsource.com, and click Social MediaREsource.

Step 2: On the landing page, scroll all the way to the bottom, and click â&#x20AC;&#x2DC;Get Started.â&#x20AC;&#x2122;

Add your personal opinion, content, make sure they know it wasnâ&#x20AC;&#x2122;t an auto post.

Videolicious

The next steps have to be completed on your iPhone and iPad Step 5: Access your email from your phone. Step 6: Look for an email from Videolicious. The email will contain a link that will re-direct you to videolicious.com. On the website, followthe instructions to install the app. Step 7: When you open the app for the first time,click Sign In in the top right corner. Here is where you will use the email and password youused when you created your account. This connects your Videolicious accountwith your Marketing REsource account – any video you make with the Videoliciousapp will automatically be sent to your Marketing REsource Library, so youcan easily include them in any video-ready marketing template.

GET THE APP Step 1: Login into REsource Center Step 2: Click on MarketingREsource Step 3: Click on the Video Creation link in the left-hand navigation Step 4: A sign-in screen will pop up. Thisis where you will start to createyour Videolicious Account – you will complete this process from your iPhone or iPad. The form is automatically populated with your user name and email. Simply choose a password to set up your Videolicious account. (Important: make a note of your password – you will need it to accessyour account later in the Videolicious app on your device). Click SIGN UP. A message will appear informing you that an email was sent to the address you used to sign inwith.

Videolicious

Congratulations. You now have access to the app. Letâ&#x20AC;&#x2122;s make a video, shall we? About Videolicious Since 2007, Videolicious has been a leading provider of automatic video creation solutions, with more than three million users in over 100 countries. The companyâ&#x20AC;&#x2122;s patented automatic video editing technology has powered the creation of videos for Fortune 500 companies, real estate agents, TV stations, newspapers and magazines, social media marketers, local businesses, and anyone else who wants to benefit from videoâ&#x20AC;&#x2122;s power to sell andinform. Videolicious weaves together agent sales pitches and customer testimonials with illustrative shots of homes, neighborhoods and more, automaticallyin seconds

Videolicious MAKE A VIDEO Here’s how to create a quick video: You should have a good idea of what you want to say in approximately 30 seconds. You can write it down or memorize it, whatever you’re more comfortable with. Here’s an example of what that might looklike: “Hi, this is Wendy Owens with Berkshire Hathaway HomeServices Allison & Doyle REALTORS. * I’m here at 123 Main Street, a beautiful, gated home on a large lot. * The fun-filled yard comes with a pool and a rock slide, * plus an amazing outdoor entertainment area. * It has an open floor plan with a completely renovated * and spacious kitchen that you’re absolutely going to love – * with a lot of cool features! * If you’d like to check it out, give me a call any time.” The *asteriks are where you will select photos and/or video of the listing while you record your message. Let’s get started. Using your iPhone or iPad, take a few photos and/or 10-15 sec video clips that showcase the most interesting aspectsof your listing. With the Videolicious app open in Step One, tap Choose Shots and select – in the order you intend to use them – the photos and/or video clips you like. Tap Save. In Step Two you’re going to tell your story. This is where you will video and record yourself talking (like aselfie!), while you tap the images you just selected – after you tap the first image or clip, the next one you selected will appear. Tap Tell Your Story to begin. After the 3, 2, 1 countdown you can begintalking: “Hi, this is Wendy Owens with Berkshire Hathaway HomeServices Allison & Doyle REALTORS. (*Tapphoto/clip) I’m here at 123 Main Street, a beautiful, gated home on a large lot. (*Tap next photo/clip) The fun-filled yard comes with a pool and a rock slide, (*Tap next photo/clip) plus an amazing outdoor entertainment area. (*Tap next photo/clip) It has an open floor plan with a completely renovated (*Tap next photo/clip) and spacious kitchen that you’re absolutely going to love – (*Tap next photo/clip) with a lot of cool features! (*Tap image of yourself) If you’d like to check it out, give me a call any time.” Tap the red Stop button and review yourrecording. If it’s to your liking, tap Save.

Videolicious Step Three lets you add some music. Through Videolicious, you have access to a fully licensed soundtrack library. Select Choose Your Music. Select Theme Music and pick a song. The music will play and you can adjust the music and voice balance. Tap Save. Videolicious will take your footage, trim it down, add transitions, logos and music. Once youâ&#x20AC;&#x2122;ve created and uploaded your video, you can access the final product in your Marketing REsource account. On your Marketing REsource page, click the Library tab at the top of your screen. Select My Library and then click on Video. Your video will be there and available to use and send on any video-ready marketing template. Itâ&#x20AC;&#x2122;s as simple as that! Check out this video we made that shows the wholeprocess! For more tips and tutorials on using Videolicious, check out their website at videolicious.com/easy-video-editing or videolicious.com/real-estate-video

Intranet.BHHSMichiganRealEstate.com Intranet.BHHSNorthernIndianaRealEstate.com Intranet.TomieRaines.com Agent Access to Website and CRM

Username will be your first name and last name, withoutspaces. The first time you login, your temporary password is 12345

My Dashboard Page My Dashboard helps you track your business pipeline, monitor your progress to goals, and evaluate client activity.

Key numbers from your CRM are displayed showing clients and leads

Monitor Pipeline activity to gauge income potential

The most important client activity to be followed up in the short term

Tech Tip Library

Love the tools, but need help using them again? Check out the Tech Tip Library for tutorial videos and screenshot by screenshot instructions on our major tools and platforms. Find this on the Company Dashboard, or clicking â&#x20AC;&#x2DC;Resourcesâ&#x20AC;&#x2122; in the main menu of the Intranet.

Update Profile: Agent Access Username will be your first name and last name, withoutspaces. The first time you login, your temporary password is 12345

From the Homepage, Click on your Name, and then Profile

On the company dashboard setting see up to date company news

For Company Resources, Links and Documents, Use Search Resources

Update Profile: Agent Access • • • • • • •

Custom Title Primary Phone Number Alternative Phone Numbers **Suggestion: Utilize the ‘Text’ label. Click Submit Changes at the end of each section. Review/Upload Photo Connect each of your Social MediaAccounts. Review your MLS ID to have your listings associate with your site andaccount

Agent Website As an agent with Berkshire Hathaway HomeServices Michigan, Northern Indiana Real Estate, or Tomie Raines REALTORS, you are provided a personal website, complete with real estate search capabilities and back end Customer Relationship Manager. – Your URL is FirstLastname.BHHSMichiganRealEstate.com OR FirstLastname.BHHSNI.com OR FirstLastname.TomieRaines.com – High Suggested: You may connect your site to your own personal domain, such as www.SteveFaseSellsMichigan.com. If you would like a personal domain, visit GoDaddy.com to find URL availability and purchase your selection. (Typically $13.99 per year.) We can connect your custom domain to your BHHS website on your behalf. – Discount Code: CJCRMN99U This should give you a second year of registration for $1. – When buying your domain: • Only buy .com. They'll try to upsell you to buying the .net, .org. This is unnecessary. • If you would like to use the term 'Realtor,' remember that it can only follow your name--not a geographic reference. • Please do not select a domain that includes the words Berkshire, Hathaway, HomeServices, BHHS, BHHSMI. – After purchase, please email TechMarketing@bhhsmi.com to notify us of your purchase. We’ll send you instructions on getting access to your domain and making the connections

Three MUST DO Steps on your Agent Website – – –

Update Content on Homepage Customize the Bio page Set Registration Settings

Attaching your GoDaddy domain to your agent website IF YOU HAVE EMAIL ON YOUR DOMAIN: You will need to edit the DNS record in the intranet to ensure continued mailflow. Obtain the MX record information from your mail provider before attaching your domain following these instructions. 1. Attach your domain to your site a. Log in to the intranet site, then click on Site Builder > Domain a. Log in to the intranet site, then click on Site Builder > Domain

b. Scroll down to the ADD DOMAIN section. Enter your domain (without the www.) in the box, then click the Submit button

2. Update the nameservers with your registrar: a. Log in to your GoDaddy account b. Click on the DNS button for the domain you are attaching

c. Scroll down to the NAMESERVERS section and click the Change button

From the drop-down, choose Custom In the Nameserver boxes, enter the following, then click the SAVE button. Primary Name Server: NS1.RELIANCEDNS.NET Secondary Name Server: NS2.RELIANCEDNS.NET

3. Wait one hour, then log in to the intranet to set your custom domain as the primary and set the primary domain redirect. a. Log in to the intranet site, then click on Site Builder > Domain b. Under SET YOUR PRIMARY DOMAIN NAME, choose your domain from the drop-down, then click the SUBMIT button. A pop-up window will briefly open while your domain is validated.

4. Once the domain is set as primary, set the primary redirect.

This will make it so if someone goes to your standard format site URL (i.e., FirstLast.bhhsmichiganrealestate.com), they are redirected to your custom domain URL. a. Under PRIMARY DOMAIN NAME “301

REDIRECT,” check the box for ‘Redirect all your domains to primary domain’ and click the SET REDIRECT button.

5. IF YOU HAVE EMAIL ON YOUR DOMAIN: You will need to edit the DNS record in the intranet to ensure continued mailflow. a. Locate the MX record information from your email provider. b. Under the DOMAIN NAME(S) section, click on the “Edit DNS” link to the right of your domain

c. In the edit section, enter the MX record(s) information given by your email provider. Click the ADD button.

Three Steps to a Personal Website 1. Customize the Homepage Step 1: Login to the Intranet Step 2: Hover over the Site Builder Tab at the top

then Collections

then Layout

Review the suggested layout options,and click â&#x20AC;&#x2DC;Prev iew.â&#x20AC;&#x2122; **You will be able to fully cust omize the starting options.

Three Steps to a Personal Website 1. Customize the Homepage Step 3: Once you have identified your website layout of choice, click ‘SelectTemplate

Step 4: To begin editing the site, click ‘Homepage’ on the left hand menu. This will expand a menu of design areas to edit on the Homepage. *Each website template may have different menu categories.

Three Steps to a Personal Website Step 5: Start with the ‘Hero’ section. Clicking this menu item will open the fields on the main portion of the site you canedit. • Hero Photo: Click ‘Hero Image’ to change the main website photo. Find the photo you would like to use for the main image of your website. Click once on the image, and then click ‘Select Image.’ This will place the photo on yoursite. • Hero Headline: Type in the text box to change or update the mainheadline(s). Sample Headlines: – Home is not a place, it’s a feeling. – Jane Doe | (616) 555-5555 – Cityname Real Estate – Home is the nicest word there is. – The best journey takes you home. – Home is where one starts from.

Step 6: When completed with the Hero Section, click back on ‘Hero’ to return to the main editing toolbar.

Three Steps to a Personal Website Step 6: When completed with the Hero Section, click back on ‘Hero’ to return to the main editing toolbar. Work your way through the editing tool bar to adjust each section of your website home page. • About Text: This website represents your online storefront. The homepage text is your greeting to future clients. Write text that welcomes people to the site, introduces you, your values, and your service. If you aren’t sure what to write, use the following default text as a temporary placeholder. •Sample Default Text 1: Work with the best. Buying or selling a home is an investment thatmatters. Customer service, communication and experience make me the professional of choice for my clients. Knowledgeable about the entire real estate transaction, it is my in-depth understanding of the market trends and local communities that make me a superior Berkshire Hathaway HomeServices Michigan Real Estateagent. •Sample Default Text 2: Berkshire Hathaway HomeServices Michigan Real Estate We work tirelessly to provide our clients with the most positive experience possible. Technology is integral in today’s real estate industry, and we provide our clients with cutting edge web site technology and marketing. This is just one of the reasons that we are one of the most respected real estate companies in our area! • Calls to Action: Select the following three calls to actions from the Dropdown menus. Home Valuation, Property Watch, and Contact me. If your site has customizable text available with your Calls to Action, feel free to use the following defaulttext: – Home Valuation: Is Your Home Value Rising? Check Out Your Estimated Home Value, and Contact Me for a Full Market Analysis. – Property Watch: Save Favorites, Set up Property Alerts, and Find your Dream Home Today! – Contact Me: Jane Doe, (616) 555-5555, JaneDoe@bhhsmi.com • Testimonial: If you are a new agent and don’t yet have a client testimonial, use the following quote: – "A home is one of the most important assets that most people will ever buy. Homes are also where memories are made and you want to work with someone you can trust.” – Warren Buffett, Chairman and CEO, Berkshire Hathaway Inc.

Three Steps to a Personal Website Step 7: After you have worked your way through the main editing menu, preview your site using the preview icons at the bottom.

Step 8: When you are satisfied with your site, click ‘Publish’ and your new site will be published live! To see your site live, hover over Site Builder, and click ‘View Website.’

Three Steps to a Personal Website 2. Customize the About Me page –

–

Site Builder Collections Interior Pages • Add profile item – create unique titles and expand on sections. Use sort order to change the placement on the page. NOTE :This text should be different from your Homepage Text and should not be a copy and paste from Homepage, or other profiles online. This is an area to create unique content about you.

Ideas for Profile Topics: Personal Statement, Service Area, Real Estate Designations,Qualifications, Civic Activities, Hobbies, Places I have Lived, Testimonials, Previous Work Experiences, Education

Three Steps for Personal Website â&#x20AC;&#x201C;

Once there you can change, edit and add new profile items on About Me page â&#x20AC;˘ Important always select submit after each section to savechanges

Three Steps for Personal Website 3.

Set the Search Controls

You have the ability to determine what registration level you would like for yourwebsite. • • • •

Forced Registration: Your website will require registration to view the first property, and will not allow users to continue without dataentry. Mid-Level Forced Registration: Your website will allow a user to view X number of listings, but will force after the first freely viewed listings. Soft Registration: Your website can request, but not require, registration. A registration prompt will be displayed after X number of listings. At this point, your site will display a registration prompt, but it may be dismissed by the user to continue their search.(Recommended) Open Registration: Your site will never prompt or ask a user to register. Registration will occur when users requests to see a property. –

To set your Search Control Settings, • Hover over the Leads Tab, and click Settings • Review the Client Registration Options, and select your preference • Click ‘Submit Changes’

Website Notification Selections When your clients utilize your website, how often would you like to be notified?

Step 1: To review and modify the current settings, in the Intranet, hover over ‘Clients’ and click on ‘Notifications.’

Step 2: Review the notification levels, and make your selections. (Recommended settings below.) After selections are made, click on ‘Change Default Settings.’ These selections can be easily changed in the future.

Organizing your Sphere 1. Customer Relationship Manager. • Compose your contacts into a .csv ExcelSheet • Column Headers: **Column Headers must match EXACTLY as they appear below. Capitalization and Spaces matter. – First Name, Last Name, E-mail Address, Home Street, Home City, Home State, Home Postal Code, Cell Phone, Business Phone, Company Name, Business Street, Business City, Business State, Business Postal Code, 2nd E-mailAddress • Login to BHHS Michigan Intranet • Hover over Clients Tab, and click ContactList • Click Import Clients

Be sure you are on the correct screen with Contact Upload on the top. Click Next.

Choose the .csv Excel File you completed and saved to your computer. Click next.

When you get to this Contact Upload page please click Next.

You should have this pop-up screen come up, please click Ok.

You should now be viewing this page. Make sure skip this step is selected and then click Next.

MOST IMPORTANT STEP

You should now see this page, be sure to activate all imported contacts, then click Next.

Last step will bring you this page where it breaks down into a summary for you, please click Finish.

Setup Market Watch Market Watch is one of the most powerful tools associated with your site. You will be able to send out recurring Real Estate Market reports for any city or zip code to your clients.

Benefits: • • •

Provide useful real estate data to your client to reaffirm your position as the Good to Know agent in the market. Monitor your clients Real Estate Buying cycle. The CRM will alert you as the clients become engaged in considering buying or selling via their interaction with thereport. Stay up to date on Active, Pending and Sold properties in yourterritory

How To: Setup Market Watch

Step 1: Login to the Intranet, Hover over Clients, and click Contact List Step 2: For NEW contacts, our first step is to add the contact. On the Clients Tab, click Add Contact link.

Step 3: Enter Contact Information, Click Add Contact Info.

How To: Setup Market Watch Step 4: Please scroll down and make sure you check to allow login access to PropertyWatch.

How To: Setup Market Watch Step 5: Once the client is saved, Click View Property Watch

Step 6: You are now on the Client Dashboard of your site. Click the Market Watchlink.

How To: Setup Market Watch Step 7: Close the ‘Welcome to Market Watch’screen.

Step 8: Enter any city or zip code in the field, click Go. Now click ‘View Market Stats.’

How To: Setup Market Watch Step 9: After the Market Report loads, click ‘Schedule Email Updates.’

Step 10: Name the report, select the frequency, check ‘Send Report Now,’ and finally Save Report. Market Watch Complete!

Setup Property Watch Property Watch is a fantastic tool. Your clients (or you) can set up a saved search to be automatically notified when a home is listed or a price is changed on a property of their interest. Benefits: •

These can be very narrow or broad as you would like. Set it just for a small neighborhood that a buyer has indicated interest, or look for all homes in the region between the pricesof $1xx,xxx to $2xx,xxx. You will love how specific you can be, down to specific lakes or number of garages.

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Clients can interact with you immediately. If checking their email on their phones, your contact information is immediately visible, allowing them to click to call you and set up a showing immediately. No hunting through contacts or trying to remember to do it later.

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This is BETTER than reports you can set up through your MLS. When a user clicks on the property, they are directed to your agent website. You can watch their entire searching process; not just the few homes that were emailed to them. Review which of your clients are active, which homes they look at, how many times they open them, the price range they are searching. It will give amazing insight into where they are at in the buying process, and when they get hot.

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No current active buyers? See if you can foster them. Set up a Property Watch around the homes of your sphere. Just drop it around their house, and they will be alerted of every listing and sale in their area. When they are enticed by the market heating up, you will be able to see their interaction, and you will know when to reachout.

How To: Setup Property Watch

Step 1: Login to the Intranet, Hover over Clients Tab, and clickMain Step 2: For NEW contacts, our first step is to add the contact. On the Clients Tab, click Add Contact link.

How To: Setup Property Watch Step 3: Enter Contact Information, Click Add Contact Info.

Step 4: Click checkbox to allow access to Property Watch. Click Save Changes.

How To: Setup Property Watch Step 5: Click View Property Watch

Step 6: You are now on the Client Dashboard of your site. Click Begin New Search.

How To: Setup Property Watch Step 7: Create the search for the client. Conduct the search you want to define for the client. Step 1: Begin your search by either zooming in on a map, or entering a city, zip, school district, address or MLS number. For map search, start double clicking to zoom. Make the map match the area the client is interested inliving. Step 2: Define the filters. Property Type, Price, Size, Year Built,etc. Step 3: With the search complete, click â&#x20AC;&#x2DC;SaveSearch.â&#x20AC;&#x2122;

How To: Setup Property Watch

Step 8: Create the search name Step 9: Check the box, Email me updates for this search.

Important: You must check the box in order for the updated results to be emailed to the client

Step 10: Select the frequency that they will receive updates. (Active buyers, set the frequency for every day, or as soon as new listing hit the market. Passive buyers, set the frequency for weekly updates.)

Step 11: Click â&#x20AC;&#x2DC;Save This Search.â&#x20AC;&#x2122; Property Watch Complete!

BuySide: How to Create a Buyer MarketAnalysis The Buyer Market Analysis in BuySide shows a potential seller three estimated home values of their property, as well as a preview of buyer activity in their area. It is a great companion to your CMA, but can also be used to work towards getting the listing appointment, enticing the potential Seller to meet. Step 1: Access BuySide through the single sign-on link in the BHHS Michigan, Indiana or Tomie Raines

Intranet.

Step 2: Once in BuySide, click â&#x20AC;&#x2DC;BMAâ&#x20AC;&#x2122; link on Top Navigation.

BuySide: Buyer Market Analysis Step 3: Enter client’s property address

Step 4: Review property details and click ‘Next.’

BuySide: Buyer Market Analysis Step 5: Select 1, 2 or 3 of the available valuations. All valuations by default are â&#x20AC;&#x2DC;off.â&#x20AC;&#x2122; To have a valuation appear on the finished product, click once on the valuation, and the exterior circle will turn green.

Step 6: On the following page, click Generate PDF. The system will create the report, and automatically download the PDF version of your Buyer MarketAnalysis.

BuySide: How to Add aBuyer Give your buyers a leg up by leveraging the strength of the brokerage, being the first to know when a Berkshire Hathaway HomeServices agent is going to send a listing live. To receive notifications when listings match your buyers, follow the steps below. Step 1: Access BuySide through the single sign-on link in the BHHS Michigan, Indiana or Tomie Raines

Intranet.

Step 2: Once in BuySide, Hover over ‘Add’ and click ‘Add Buyer.’

BuySide: Buyer Match Alerts Step 3: Complete information regarding your Buyers. Fields in bold with a star are required. After you have completed the form, click â&#x20AC;&#x2DC;Add Buyer.â&#x20AC;&#x2122; You will now be alerted anytime a BHHS agent lists a home that meets the criteria of thatbuyer.

DotLoop DotLoop is a Real Estate Transaction Management system, providing cloud storage, legally compliant eSignatures, and backend office processing of your listings andsales. To be setup on DotLoop, connect with your local office admin for a regional schedule of DotLoop training. You must attend the 5 Steps of DotLoop Training to be added to the platform.

Five Steps of DotLoop Login at www.DotLoop.com

Step 1: Create a Loop – –

Name with Address *Use Suggested AddressDropdown Select Template • Listing Packet or BuyingPacket

Step 2: Add Your People (Scroll Down) – –

Click ‘Add Person’ Enter Name & Email address • Remember to Add Role, Buyer, Seller, Listing Agent, to tell the system ‘who’ this person is in this transaction.

Step 3: Fill Out Your Documents – –

Check the boxes next to the Docs – Click ‘Open’ linkabove On Autofill Pop Up, Review Roles, Address, Add Price, Commission. Click Autofill to save.

Step 4: Send for Signature –

Once the documents are prepared, click ‘Save and Share’ to send to the clients • If forgot to add a person, you can do it on the Save and Sharescreen • Choose what access level to give them: View only, CanSign

Step 5: Submit for Review –

When your new Listing or Sale has all necessary paperwork and signatures completed, it is ready to be processed. Send to your Admin by clicking the ‘Submit to Review’ link in the upper right hand corner.

Review Client Activity Your CRM allows you to track your client’s searching activity on your website. To review which listing they have looked at, searches they have saved, properties they have saved as a Favorite, you’ll head to the Client Activity area.

Step 1: Log into the Intranet. Go to clients contact list.

Step 2: Search for client’s name/email. Click on the client from the drop-down menu; this will open their client record.

Search here Click here

Review Client Activity Step 3: From the client record, click on the activity tab. Then scroll down to Website Activity.

Experienced Agents | Update Zillow Profile If you are an experienced agent transitioning from another brokerage, you will need to add your @bhhsmi.com email to your Zillow account in order for your listings to connect successfully on Zillow and Trulia. This impacts the identification of you as the â&#x20AC;&#x2DC;Listing Agentâ&#x20AC;&#x2122; on your listings, as well as lead flow from inquires on your properties. The addition of this email is for Zillow backend purposes only, and will not impact your login email address to Zillow, or any public facing email identification.

Step 1: Login to www.Zillow.com

Step 2: Hover over Agent Hub, and click ‘Account.’

Step 3: Click ‘Manage email addresses.’

Step 4: In the â&#x20AC;&#x2DC;Email address to addâ&#x20AC;&#x2122; please enter your FirstLast@bhhsmi.com, FirstLast@bhhsni.com,

or FLast@tomieraines.com email addresses. You must do this for your listings to attach to your Zillow account.

Step 5: Now we will update your brokerage in your Profile. Hover over Agent Hub, and click Profile.

Step 6: Non the profile, click ‘Edit.’ Click ‘Profile’ from the drop down menu.

Step 7: Scroll down to the Business Name field and enter the brokerage name. You must include the full brokerage name for state licensing regulations. Berkshire Hathaway HomeServices Michigan Real Estate Berkshire Hathaway HomeServices Northern Indiana Real Estate Berkshire Hathawy HomeServices Tomie Raines REALTORS®

Step 8: Scroll down and click ‘Submit’ to save your work

Tip: You may also want to update the ‘About’ on the Profile page. Be sure to include not only Berkshire Hathaway, but also your previous brokerages. This helps Google connect you with the brands your previous clients may remember and search.

Under the Profile tab, click â&#x20AC;&#x2DC;Editâ&#x20AC;&#x2122; to modify your brokerage information.

Toolkit CMA: One Time Set Up & Buyer Tour

Social Media Review social media platforms to update contact information, bio, and rebranding logos. Check out our company social pages!

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LinkedIn* • • • •

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Facebook • • • •

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Berkshire Hathaway HomeServices Michigan Real Estate Berkshire Hathaway HomeServices Northern Indiana Real Estate Berkshire Hathaway HomeServices Tomie RainesREALTORS Tip: If you don’t have any social media active, it is highly recommended that you start with LinkedIn. This is a business professionals network, and your first impression to distinguish yourselves as professional Berkshire Hathaway HomeServices REALTOR®.

Berkshire Hathaway HomeServices Michigan Real Estate Berkshire Hathaway HomeServices Northern Indiana Real Estate Berkshire Hathaway HomeServices Tomie RainesREALTORS National Berkshire Hathaway HomeServices

Twitter • • •

@BHHSMichigan @BHHSNI @TomieRaines

Logos and Disclaimers Official logos and legal disclaimers must be displayed on all of the marketing distributed for Berkshire Hathaway HomeServices agents and offices. –

Obtain logos and update all templates of flyers,etc. • Michigan Logos • Indiana Logos • Tomie Raines Logos

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Disclaimer: Please include the following disclaimer on all marketingmaterials. © 2016 BHH Affiliates, LLC. An independently owned and operated franchisee of BHH Affiliates, LLC. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of HomeServices of America, Inc. ® Equal Housing Opportunity

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Berkshire Hathaway HomeServices Color Codes Cabernet RGB: 85/36/72 Hex: 552448 CMYK: 48/90/10/55 (Printed Materials) Pantone: 7659

Cream RGB: 234/227/212 Hex: EAE3D4 CMYK: 0/2/14/5 (Printed Materials) Pantone: 9143

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