Welcome Home Palm Springs CA by HomeSmart

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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 is one of the top brokerages in the nation and we continue 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 Branch Offices 9 Education & Support 9 Paperwork Process 10 Support Directory BC

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RealSmart Agent 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.

Dashboard

 Education

The Dashboard is your homepage. It contains

The Education tab enables you to find live training links,

transaction file status, productivity and company

training videos and a link to our Education Calendar where

news as well as links to websites you might use

you can register to reserve your seat in any of our many

on a regular basis. It also lets you check on the

Continuing Education and business courses. Classes are free

current paperwork processing and transaction

to all agents. You can also access the Education Calendar

approval timeframes.

anytime at: HomeSmartCalendar.com.

 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 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.

 Marketing Here you can access 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.

our Virtual Office

 Office

 Calendar

The Office tab has company and industry news. This is

This tab contains an automated transaction

also where you can obtain branch information, reserve

function showing expiration/closing dates for all

conference rooms, or inquire about office space leasing

of your transactions.

opportunities.

 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 Mobile Available in the iTunes app store and Google Play, the RealSmart Agent Mobile app brings all the ease and features of our end-to-end real estate transaction management platform to the palm of your hand.

SmartTools At HomeSmart we make 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.

SmartTube

SmartGallery

A YouTube Video of Each Home

Listing Website

SmartTube creates a video set to music from the MLS

SmartGallery provides each HomeSmart listing with

listing you create and submits it to YouTube.

a personalized, custom website. Each site contains property details, a photo gallery, and a contact page to reach the agent.

SmartFlyers Automated Listing Flyers Print-ready flyers are automatically produced for each of your MLS listings.

43436 E Main St, Anywhere, USA, 12345 A1236547891 6/30/2021

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SmartSES Listing Search Engine Submission HomeSmart automatically submits MLS properties to over 1000 search engines and consumer websites nationwide, giving each home unsurpassed exposure.

The following SmartTools can be accessed through the SmartSite 2.0 tab.

ll You Need – In One Place!

SmartTour Custom Buyer Tours in Minutes 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 Service.

SmartSites Personal Agent Websites Full IDX-enabled websites that are customizable. They feature a powerful search engine and include many tools which integrate with lead-generating,

SmartSearch

fully automated custom property searches that

Buyer Home Searches Made Easy

showcase your listings.

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 properties.

SmartListing Mobile Lead Capture System Customized yard signs direct buyers to text, call or click for listing details and photos - and their contact info is captured in your agent dashboard. SmartListing signs are available to order in the Marketing Design Center.

Getting Started If at any time you need assistance with getting set up, please contact Agent Services at 760.844.7116 or AgentServices@HomeSmart.com

Marketing Design Center To Login to RealSmartAgent.com, enter your username and password.

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!

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.

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, notebooks, pens and more.

Branch Offices You have access to amenities at all HomeSmart locations.

Palm Springs Office

Palm Desert Office

La Quinta Office

431 S Palm Canyon Dr, Ste 100 Palm Springs, CA 92262

73301 Fred Waring Dr, Ste 101 Palm Desert, CA 92260

47060 Washington St, Ste 5101 La Quinta, CA 92253

DRE# 01912687

Conference Rooms

Private Offices

You are welcome to reserve a conference room

Offices are available for rent at our branches.

at our office. Each is equipped with state-of-the-art computers.

Key Access Agents have 24/7 access via a key.

Reserve at RealSmartAgent.com. (Select Conference Room in the bottom left corner of the My Office tab).

Bullpen & Private Offices

Virtual Reception

Conference Room

Education & Support Facebook Groups

Networking Events

HomeSmart has its own Facebook groups. Here you

HomeSmart holds several networking events

can post and reply to posts from other HomeSmart

throughout the year, an annual Diamond Awards

agents within a private group. This is a great way to

ceremony/celebration, an annual educational and

build relationships and gain feedback or advice from

networking event open to all agents, and more!

other agents. Advertise your listings and look for many HomeSmart Open House opportunities!

Local Meetings & Peer Learning

New Agent Training

together to learn about pressing and relevant

Local meetings bring agents, brokers and partners

Looking to launch right into your business? SmartStart

issues in the industry. Get up-to-date information

offers a “real world” introduction to real estate so that

about market trends, compliance insight from our

you know what to expect from your first experiences

brokers and updates on current issues affecting the

in the field. Topics include Conducting Yourself as a

real estate industry. For scheduled meetings, visit

Professional, My First Buyer, My First Seller, Following

HomeSmartCalendar.com.

the Rules, Finance and Title, and Technology Essentials.

Paperwork Process All paperwork must be received within five days of contract acceptance. This includes new listings, sales and leases.

1: Log onto the RealSmart Agent Panel at RealSmartAgent.com. • Select the Transactions type on the lefthand menu

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.

• Click the Create button

Hint: If you don’t have your own method of uploading paperwork, like a scanner at home, keep in mind that every office has the scan-to-email feature from the copier.

Need Help Creating a Listing? Select the Education icon, then click on RealSmart Agent Videos.

Hint: To view training videos, select the Education tab then choose RealSmart Agent Videos.

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.

etting Down to Business

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.

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.

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.

Processing Paperwork: 7/31/2021 Approving Transactions: 7/31/2021

Support Staff

Local Associations

Main Office Number: 760.844.7500

California Desert Association of REALTORS® (CDAR) 44475 Monterey Ave. | Palm Desert, CA 92260 760.346.5637 CDARonline.org

Designated Broker Mike Jeppson p: 760.424.3690 MJeppson@HomeSmart.com

Greater Palm Springs REALTORS® 4045 E. Ramon Road | Palm Springs, CA 92264 760.320.6885 PSRAR.org

Consulting Brokers p: 760.844.7125 CABroker@HomeSmart.com Legal questions, advertising approvals or questions, specific contract questions.

Other

Paperwork p: 760.844.7119 PSPaperwork@HomeSmart.com Paperwork submission and additions, pending transaction status, file cancellations and extensions, general paperwork requirements.

California Association of REALTORS® (CAR) 525 South Virgil Ave. | Los Angeles, CA 90020 213.739.8200 car.org

Closing Department p: 760.844.7115 Commission@HomeSmart.com Commission instructions, commission checks, referral fees, general commission questions. Agent Services p: 760.844.7116 AgentServices@HomeSmart.com Licensing and board dues, website/email /efax questions, marketing materials/services, other technology questions. Accounting Billing@HomeSmart.com Statement questions, past due balances, and 1099 questions.

California Department of Real Estate (DRE) 1651 Exposition Blvd. | Sacramento, CA 95815 877.373.4542 dre.ca.gov

National Association of REALTORS® (NAR) 700 11th St, NW | Washington, D.C. 20001 1.800.874.6500 www.Realtor.org MLS Help Lines Flexmls: 855.881.7465 Vesta Plus: 310.358.1833 CRMLS: 909.859.2050 Supra 877.699.6787 www.supraekey.com ZipForm 480.303.7249 | 866.693.6767 www.zipformplus.com Through CAR User/Tech support: 866.279.9653

Education Training@HomeSmart.com Training and education, CE courses and CE credit questions, Mentor and SmartStart programs. Career Services p: 760.844.7112 HSProfessionals.CareerSerivices@HomeSmart.com Recruiting, new agent hiring information.