1. Create or Edit Your Templates
2. Making Use of Your Templates
Now go save yourself some time, and use those templates!
It's that time again... Changes to CAR forms prompt us to update our templates. You can follow the steps and images outlined below to update your Templates or if you prefer a real-time video visit our other blog post.
1. Download the Updated ZipFile
Select your office location and download the zipfile to your computer. The only difference between the files is the Office Address located in the cover page. You can find the files under our Resource Page under the RESOURCES > DRIVE DOCUMENTS > CAR ZipForms > Zipped Template Files.
2. Remove Old Templates
While in ZipForms and viewing the Template Tab remove any old templates to clear the way for your new ones. You may wish to leave your Cover Templates to save a bit of data entry.
3. Import Your ZipFile
Select Import and locate the ZipFile you recently downloaded items. Select 'OK' to import the file and then 'Yes' to confirm that you are uploading more than one zipped file. Now wait while it processes! Do not be tempted to click 'OK' again otherwise the file will be duplicated and you will end up with extra copies of templates... not fun.
4. Delete the Extra Cover Sheet
To save yourself some data entry, you'll want to use your older coversheet that already has your name, license and contact info completed. You will want to delete the recently imported Cover Templates that are blank to keep things clean. Pay attention to the 'Modified' column to make sure you're deleting the most recent version of the Cover templates.
5. Apply Covers Templates
Play Match-Maker by applying a Cover Template to each Transaction Template. Listing Cover with Listing Templates... Purchase Cover with Purchase Templates. Be sure to also add a Purchase Cover to your Buyers Representation Template as well. Working from the bottom tends to be easiest as the most recently edited templates move to the top of the list once completed.
6. Edit Template Details to Auto-Apply
For the Three Listing Templates (Standard, Manufactured, Vacant Land, and Lease) and 3 Purchase Templates (Standard, Manufactured and Vacant Land) use the drop down arrow to select 'Template Details' and select the middle option under 'Auto Apply' so that this template will automatically be applied to every matching Agreement & Property Type.
You Did it!
When was the last time you Googled yourself and words Realtor, Real Estate or Agent? Chances are your profile on KW.com was the first result that came up. But does the information look accurate? Did you click on the 'Visit My Website' only to find out it was showing some archaic eAgentC website, or something else entirely? Or did you not even know that this site existed?
We'll take a look at where this information is fed from and review a few tips on how you spruce up your KW.com profile page.
1. Review your information in KW White Pages
The majority of the information displayed on your KW Profile is fed from your White Pages profile. Take a moment to review and complete the information fields. If something doesn't apply, there is no need to enter a value just to complete the field; your profile may not show as 100% complete to you - but it's better to have accurate information rather that fields that say 'NA' or '...". Your profile % only shows to you. Be sure to SAVE your changes at the bottom before exiting.
2. Boost Your Profile with a YouTube Video
The YouTube URL field in White Pages allows for a YouTube video to be displayed on your profile page. This a great spot for a Biography, Team or Mobile App video. Follow the instructions listed below the field. Please note that the video cannot be privately listed, it must be viewable to the public in order show on your KW.com profile. You will likely need to manually remove the 's' in the HTTPS prefix part of the URL, in order for the data to save in White Pages.
3. Promote the Right Website
This is where we replace that funky old eAgentC website with something a bit better. Likely you'll use your KW or Placester Website address for the 'Visit My Website' link. To change this we'll select Edit under My Leads in your Profile menu. We'll then navigate to section 2.0, then select section 2.4 for Site Info. Be sure under the Hosting header that the Website to Display has the second bubble checked for 'Alternate'. Then in the Alternate website field enter your the full URL for the website of your choice and SAVE changes.
CONGRATS! You've Updated Your Profile!
1. Either start a 'Map Search' or View the 'Map' tab from within a search.
2. Click on the 'Red Push Pin' in the bottom right corner of the screen.
3. Enter the subject property address and select 'Locate'.
4. Adjust the location of the 'Push Pin' if needed, then select 'Use This Location' to confirm the placement on the map.
5. If you would like to perform a 'Radius Search', make that selection and enter in your preferred distance.
This function is a great way to start your search for comparable properties; just be sure to refine your results using the the additional criteria on the left (square ft, bed, bath, status...)
Market Leader App - NOW FREE!
What was once a paid app is now FREE! Now you can manage your eEdge CRM on the go in an easy user friendly mobile app in just a few easy steps.
Never be without again! Always have your database at the tips of your fingers at any moment - add or update contacts, add them to existing campaigns, manage your email, reminders and more...
A Common Tactic
All too often I receive forwarded emails from worried agents who suspect their email accounts have been 'hacked' when in reality they have been a target of a phishing or spear-phishing attack. Phishing is the practice of sending emails that appear to be from reputable companies or contacts in an effort to obtain personal information from the recipient; passwords, credit cards or the like. Spear-Phishing takes it up a notch, in which the emails appear to be from a known or trusted sender and thus lower the guard of their target individuals in hopes that they reveal confidential information.
In either case, the target had not been 'hacked' but unknowingly volunteered the sensitive information or passwords to the Phisher. Often times falling victim to a Phishing attempt in which they attacker successfully obtained your email password will allow the Phisher to them use your account to conduct Spear-Phishing on other users.
Real Estate agents are perfect targets with their personal information listed online and a desire to quickly respond to leads. With Phishing on the rise, how can you protect yourself?
Use Common Sense
That all-cash 1.5 million dollar buyer looking to write a offer that same day and who provided a link to their itemized list of criteria with no phone number or reference to a property... you guessed it - is probably fake. If it feels to good to be true it likely is. Your gut feeling is usually right when something feels off, trust that and proceed with caution. You know who you've been doing business with, who's previewed your property, what your contacts typically sound like when they correspond with you, what the 'norm' is for inquiries from clients... TRUST YOUR GUT!
For more information on how to recognize and avoid phishing attacks check out this info-graphic.
Do you need to catch up on FLEX MLS training? Below are the previously recorded webinar links to get you up to speed and ready for the 'go live' date of December 13th.
Handouts and Guides
Getting Started with FLEX MLS
Searching Tools in FLEX MLS
FLEX MLS Subscriptions & Portals
FLEX MLS Mobile and FLEX MLS Pro
CMAs & the 1004 MC Form
Client Focused Tutorials
Is My Website Ready?
This is a common question we are asked, so we wanted to outline what is needed for Keller Williams International and Placester to provision your awesome new site.
What you need...
You need to be a Keller Williams Agent. This may sound a bit silly, but in order to get the ball rolling we need all your New Agent paperwork to be completed and entered into our system.
After completing the steps above it typically will take about 3-4 business days for KWRI to provide Placester the information needed to prepare your site. At that point you likely will see a pop-up message upon logging in at mykw.kw.com alerting you that your site is ready. Log In. You'll use the TECHNOLOGY drop down menu to select KW Websites from the list. If your site is ready you'll see the 'Go To My Website' button. If your site is not available within a week of completing steps 1-3 you'll want to contact email@example.com and firstname.lastname@example.org to resolve the issue.
Now we wait. Generally after your application has been submitted to the MLS for review the approval process can be as little as 1 or up to 10 business days. You should receive a confirmation email at your @kw.com email address alerting you of the approval, BUT you will need to manually select your MLS Board as your IDX solution of choice and customize the filters for your 'Featured Listings' on your home page.
You did it!
Now you can work on beefing up your content and further customizing your site by creating pages, blog articles and more. Be sure to check our Placester's site for helpful how-to information.
Our change to from the Rapattoni system to the all new FLEX MLS is rapidly approaching in late November. Some of our staff received a sneak peek at the new platform and were pleasantly impressed at the ease of use and host of new features; some of which included quick searches using natural language, fully customizable dashboard with your favorite searches at a glance, and quick and clear listing entry. We are genuinely excited for the changes that lie ahead.
Charles Darwin once stated "It is not the strongest or the most intelligent who will survive but those who can best manage change." How true that is. We want all our agents to face this change confidently. Making full use of the webinars and training provided by FTB, the developers of FLEX, we feel you'll be able to ease any apprehension you may have and 'manage the change' with flying colors. Below you'll find the Roll-Out Schedule for FLEX as well as the link to the 'Getting Started' webinar.
November 21 at 10:00 am - "Getting Started" Webinar, CLICK HERE to Register & Join in for this 90 minute webinar that will introduce you to Flexmls®. We will cover logging in, general navigation, listing maintenance, searching, and more.
November 21st to Dec 9th: You’ll be given access to parallel Flexsystem (can set up contacts and build searches), but all input and listing changes will still be taking place in Rapattoni MLS.
December 9th: Rapattoni goes to “Read Only” mode. No additions or changes can be made.
December 9th to December 12th: Lock down of both systems (no input or listing changes).
December 13th: “Go-live” with Rapattoni ending and moving to Flexmls®. Auto-prospecting searches to be turned off in Rapattoni and turned on in Flex.
December 14th & 15th: Flex in-person trainings here in Ventura County. Time, location, subjects - To Be Determined.
You can register for more specific training directly through FTB FLEX MLS here.
Embrace the change!!!