Home. Welcome
2 Welcome Congratulations on making the Smart Move! This packet contains helpful information that will guide you through starting your career with HomeSmart. Please keep it in a safe place where you will be able to refer to it later. HomeSmart continues to grow because of agents like you. Please let us know if you ever need anything, and remember... It’s a Smart Move with HomeSmart! RealSmart Agent Panel 4 SmartTools 6 Getting Started 8 HomeSites 9 Paperwork Process 10 Support Directory BC
Sincerely,RandyRectorCEO|HomeSmart
3 Welcome to HomeSmart Evergreen Realty! You have just been chosen to be a part of one of the most progressive and exciting companies in the real estate industry, and we’re excited to have you. In the past decade we have grown to be one of the largest real estate companies in Southern California and we continue to expand throughout the state. Our agents have voted us “Top Workplace” in Orange County ten years in a row and we are proud of the synergy and culture that we have been able to capture. The entire staff at HomeSmart Evergreen Realty is committed to providing outstanding customer service to our agents and their clients. If at any time you need any assistance, please do not hesitate to contact us. Our support staff is here to answer your questions and address any concerns that you may have. Again, I would like to personally thank you for choosing HomeSmart Evergreen Realty and welcome you into our family of professionals. We think that you will soon find that you truly are making a “Smart Move”.
Evergreen RealtyRandyRector
TheDashboard Dashboard is your homepage. It contains transaction file status, productivity and company news as well as links to websites you might use on a regular basis. It also lets you check on the current paperwork processing and transaction approval timeframes. My Account In My Account, you can manage your contact information. Any time you have a change of information, you will make those changes here to notify HomeSmart. You will also complete your profile to help clients find you on HomeSmart.com, manage your notifications, and schedule your covering agent during vacation time. Transactions
The Education tab enables you to find live training links, training videos and a link to our Education Calendar where you can register to reserve your seat in any of our many Continuing Education and business courses. Classes are free to all agents. You can also access the Education Calendar anytime at: HomeSmartCalendar.com
RealSmart Agent
The Transactions tab is where you can create transactions, submit paperwork and manage the status throughout the life cycle of the transaction from pending to close. our Marketing Design Center where you can customize and order business cards, flyers, postcards, yard signs, listing/buyer presentations and, order promotional items, download and create free marketing and log in to your free personal marketing website. You can also access all of your SmartTools through the Marketing tab. Education
HereMarketingyoucanaccess
RealSmart Agent is your tool for business development and resource for information as a HomeSmart agent. You can access RealSmart Agent at RealSmartAgent.com. Your username is the email you provided. The first time you login, your password will be HomeSmart1! (case sensitive). You will be prompted to reset it. You can change it under the My Account button.
5 Y our Virtual Office Office The Office tab has company and industry news. This is also where you can obtain branch information, reserve conference rooms, or inquire about office space leasing opportunities. Calendar This tab contains an automated transaction function showing expiration/closing dates for all of your transactions. Downloads The Downloads tab contains forms, marketing materials and more. You can search per category on the left, or by typing in a keyword on the top right hand side where it says “Search All Downloads.” FAQs FAQs is populated by our Brokers. It posts frequently asked questions and answers. It’s updated with new Q&As regularly, so check in often for new information. You can search categories on the left, or by typing in a keyword on the top right hand side where it says “Search All Questions.” Contact Us Find contact information for each department. RealSmart Agent App Available in the iTunes app store and Google Play, the RealSmart Agent App brings all the ease and features of our end-to-end real estate transaction management platform to the palm of your hand.
6 SmartToolsAtHomeSmartwemake it a practice to ensure our agents have the tools they need to be leaders in the real estate industry. SmartTools will enhance your ability to run your business smoothly and efficiently for FREE. You can find SmartTools tutorial videos under the Education tab in the RealSmart Agent tutorial section. Access these SmartTools under the Marketing tab in RealSmart Agent: SmartTube, SmartFlyers and SmartGallery. SmartGallery provides each HomeSmart listing with a personalized, custom website. Each site contains property details, a photo gallery, and a contact page to reach theSmartGalleryagent. Listing Website HomeSmart automatically submits MLS properties to over 1000 search engines and consumer websites nationwide, giving each home unsurpassed exposure. SmartSES Listing Search Engine Submission SmartTube creates a video set to music from the MLS listing you create and submits it to YouTube. SmartTube A YouTube Video of Each Home Print-ready flyers are automatically produced for each of your MLSSmartFlyerslistings. Automated Listing Flyers
7 A ll You Need – In One Place! Full IDX-enabled websites that are customizable. They feature a powerful search engine and include many tools which integrate with lead-generating, fully automated custom property searches that showcase yourSmartSiteslistings. Personal Agent Websites SmartSearch is a powerful search engine that provides automated and custom searches, local information, satellite photos, street level views, and the ability to create routes to view the SmartSearchproperties. Buyer Home Searches Made Easy The following Smart Tools can be accessed through the SmartSite 2.0 tab. Create custom website tours for individual homes in minutes. The tour appears on a custom, branded website created with information pulled directly from the Multiple Listing SmartTourService. Custom Buyer Tours in Minutes
8 Getting Started If at any time you need assistance with getting set up, please contact Agent Services at 949.486.2236 or AgentServices@HomeSmartEGR.com. To Login andenterRealSmartAgent.comto,yourusernamepassword. RealSmartAgent.com Google Chrome is our preferred browser. Although not recommended, other common browsers that can be used are Safari, Mozilla Firefox and Internet Explorer. HomeSmart Calendar Access the calendar by selecting the Education tab in RealSmart Agent. Go to the Class Schedule. Double click on the class you want and select Reserve Spot. Need to cancel a reservation? Access your RealSmart Agent account. Click on Completed Classes to view classes taken or Scheduled Classes to view registered. Marketing Design Center Access our new Marketing Design Center through the Marketing tab on RealSmart Agent. Customize and order business cards, postcards, flyers, yard signs, listing/buyer presentations and more! Besides customizing and ordering your marketing material, you'll also be able to access a library of free downloads, including marketing slogans, flyers and other branded graphics, as well as fully customizable listing presentation PowerPoint and Keynote files. The Marketing Design Center is also where you'll find promotional items such as shirts, coffee mugs, lapel pins, flash drives, note books, pens and more.
9 HomeSites CalDRE#01814504 Irvine 9901 Irvine Center Drive Irvine, CA 92618 p: 949.753.7888 Fullerton 1400 N Harbor Blvd, Suite 720 Fullerton, CA 92835 p: 714.990.0770 San Clemente 1397 Calle Avanzado San Clemente, CA 92673 p: 949.492.4868 Northridge 18860 Nordhoff St #204 Northridge, CA 91324 p: 661.568.6060 Upland 450 N Mountain Ave, Ste A Upland, CA 91786 p: 909.527.8252 Valencia/Santa Clarita 28361 Constellation Road Santa Clarita, CA 91355 p: 661.568.6060 Mission Viejo 27802 Vista Del Lago, Ste E2 Mission Viejo, CA 92692 p: AtHomeSites949.365.1888HomeSmart,youhave access to all amenities at your HomeSites. Private Offices Offices are available for rent at our Laguna Niguel, Mission Viejo, Northridge, Huntington Beach, Upland and Valencia locations. Contact Agent Services at AgentServices@HomeSmartEGR.com or 949.486.2236 for current availability and rates. Key Fob Access Your key fob gives you convenient 6am - 10pm office Conferenceaccess. Rooms You are welcome to reserve a conference room at any location. Each is equipped with state-of-the-art computers and big screen monitors. Reserve a conference room by calling the office. Laguna Niguel 24050 Aliso Creek Rd, Suite #200 Laguna Niguel, CA 92677 p: 949.600.8930 Huntington Beach 2134 Main St, Suite 100 Huntington Beach, CA 92648 p: 714.592.1887 Monrovia 515 S Myrtle Ave Monrovia, CA 91016 p: 626.239.1700
10 Paperwork Process 1: Log onto the RealSmart Agent Panel at RealSmartAgent.com. • Select the Transactions type on the lefthand menu • Click the Create button Need Help Creating a Listing? Select the Education icon, then click on RealSmart Agent Videos. 2: Enter Your Transaction. Once created, you have two different options to submit your paperwork. Browse and upload directly into the transaction, or drag and drop. Hint: If you don’t have your own method of uploading paperwork, like a scanner at home, keep in mind that our office has the scan-to-email feature from the copier. To Email Your Paperwork Each transaction has an email address to receive the transaction paperwork. You can view the email address of a specific transaction from the transaction summary page (displayed as “Shareable Email”). All documents emailed to this address will automatically be added to the transaction document inbox. All paperwork must be received within five days of contract acceptance. This includes new listings, sales and leases. Hint: To view training videos, select the Education tab then choose RealSmart Agent Videos.
11 3: Check Status. Once submitted, your paperwork takes 48-72 hours to be processed and reviewed by the Broker. To check the status of your paperwork, log back into your SmartPanel within that time frame. Go to the Transactions tab and click the transaction type to see the statuses of your transactions. Click on the property for detailed information. TIP: Be sure to check the Current Processing Timeframes section on the right-hand side of the Dashboard screen. Getting Down to Business Processing Paperwork: 08/28/2022 Approving Transactions: 08/28/2022 4: Submit Any Additional or Missing Paperwork – Follow the Same Options as Step 2. Upload directly into Transaction, or email to the transaction email address.
Copyright © 2022 HomeSmart LLC. All rights reserved. Each office independently owned and operated. Support Staff Main Support Number: 949.753.7888 Broker Services p: BrokerServices@949.486.2207HomeSmartEGR.com Risk management, contracts, forms, transactions and scenarios Paperwork and Closing Services p: Paperwork@949.486.2234HomeSmartEGR.com Questions on commission checks, file audits, file storage and processing Agent Services p: AgentServices@949.486.2236HomeSmartEGR.com Using HomeSmart system and tools, uploading documents to paperless system, general company questions Career Services/Recruiting p: CareerServices@HomeSmartEGR.com949.486.2201 New agent hiring information Other California Association of REALTORS® (CAR) 525 South Virgil Avenue Los Angeles, CA 90020 213.739.8200 www.car.org CAR Legal Hotline 213.739.8282 National Association of REALTORS® (NAR) 700 11th St, Washington,NWD.C. 20001 1.800.874.6500 www.realtor.org Headquarters: 430 N Michigan Ave Chicago, IL 60611 Washington D.C. Office: 500 New Jersey Ave NW Washington, D.C. 20001 Supra www.supraekey.com877.699.6787 ZipForms 480.303.7249 | www.zipformplus.com866.693.6767
