Technology 201

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RE/MAX Results Technology 201

description

This guide covers the following topics: RE/MAX Results Mobile App, Cloud CMA, Dropbox, YouTube, Instanet, and Authentisign.

Transcript of Technology 201

Page 1: Technology 201

RE/MAX Results

Technology 201

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Table of Contents

RE/MAX Results Mobile App

1. http://remaxresults.mobilerealtyapps.com—Mobile App administration

Reserving your SMS Keyword

Sharing your app with your clients

Posting your app on your Results.net website

Reserving unique property IDs for each of your listings

Cloud CMA

2. http://www.cloudcma.com—Creating Property Flyers and CMAs with Cloud CMA

Setting up your Cloud CMA account

Creating a CMA

Dropbox

3. http://www.dropbox.com—Online Storage

Creating a Dropbox account

Installing Dropbox

Sharing folders with other Dropbox users

Sharing individual files with a public link

YouTube

4. http://www.youtube.com—Uploading and managing videos with YouTube

Creating a YouTube account

Customizing your YouTube channel

Adding a video to your channel

Sorting videos in to playlists

InstanetForms

6. InstanetForms & Authentisign—Electronic forms provided by NorthstarMLS

Creating a transaction kit

Adding forms

Making changes to forms

Sending forms to be signed via Authentisign

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The RE/MAX Results Mobile App, Featuring Results Radar™

1. Logging In

To administer your personal mobile app settings, go to

http://remaxresults.mobilerealtyapps.com

Log in with the same username and password you use on the

Results.net OnlineOffice.

2. My SMS Keyword

Click this link to reserve a keyword that you will later provide to clients to

download your branded mobile app. The most common use is on sign riders.

Here is an example sign rider:

You are allowed only one keyword

Your keyword should be letters only, no spaces, up to 15

characters.

Do not choose words that contain “MLS” or

“RemaxResults.”

Note: Once reserved, your keyword is subject to final approval to ensure that it is

not substantially similar to others and does not violate MLS rules. Do not provide

your keyword to customers until you receive an approval notice by email.

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3. My Contact Info

Under My Phone Numbers, you can edit the phone numbers used on your mobile

app. By default, the first two phone numbers you have listed in the Results.net

Online Office Administration tab are fed to your mobile app. You may change the

phone numbers displayed here. If you change the numbers shown here, they will

not revert back to the original numbers from the Online Office feed. In other

words, manually changing your phone numbers on this site will break the

“update” feed.

Under Default Phone Number for Outgoing SMS, Associates can choose

from seven different local phone numbers to use on their sign riders. This is

also the same phone number that the mobile app will use when text

messages are sent to your customer. The available phone numbers to

choose from are:

Sample sign rider:

Mobile App, continued

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4. My Notification Settings

By default, your mobile app will notify you via your results.net email whenever

you have a lead who:

Requested your app by text

Requested property information by text

Requested property information by phone

Requested a showing

Under My Notification Settings, you may also add your cell phone number and

request to be notified of leads via Text.

5. Change Outbound SMS Message

If you’d like, you can change the content of the text message that is sent in the

Send App Invitations by SMS section by clicking on Change Outbound SMS Mes-

sage. Make sure that you have {URL} somewhere in your outbound message:

6. Send App Invitation(s) by SMS

Associates can invite clients to download their app via text message! Enter 1- 100

cell phone numbers in the field provided and click Send. Your clients will receive a

text message similar to this:

Warning: Text Messages will be sent immediately. It is recommended that you

only send group text messages between 8:00 a.m. and 8:00 p.m.

Mobile App, continued

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7. Share App by QR Code or Link

Associates can invite clients to download their branded mobile app by scanning a

QR code or by clicking a link.

Note: The link provided on this screen is a short URL that redirects clients to your

branded URL, http://app.results.net/firstname.lastname.

The short URL is an alternate option when you are limited to characters in texts

and tweets.

8. SMS and Phone Call Log

Generate monthly lead reports that show:

Listing Info Requested by SMS (text)

Listing Info Requested by Phone

App Sent by SMS

Mobile App, continued

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9. Get Website Embed Code for SMS Widget

All RE/MAX Results Associates are provided their own custom widget to display

on their websites. The widget allows consumers to enter their mobile number

and click a button to download your branded app.

From the Main Menu, click Get Website Embed Code for SMS Widget, and you

will be provided the HTML code to insert your custom widget into any personal

website that allows code. Here is a sample of your personal mobile app widget:

The text displayed on your personal widget is dynamic. Therefore, in place of

RESULTS, it would be the custom keyword that you have chosen. And if you

choose, for example, the 507 area code number, that would show in place of

the default 612 number.

10. My Properties’ SMS / Phone IDs

Each Property can now have a unique property ID number that can be printed on a

sign rider and then given to clients for an easy way to find more information about

a specific listing.

To assign the 5-digit ID number contact your Office Manager to reserve it first,

then click on My Properties’ SMS / Phone IDs.

You will be able to search for your active properties by MLS number. Once you

have found the property, you will be able to assign a 5-digit ID number. Simply put

in the code you wish to use, and click Assign.

Mobile App, continued

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Cloud CMA

Cloud CMA is a tool provided to all RE/MAX Results agents for free. These accounts are not set up

automatically; contact the IT Help Desk ([email protected], 952-829-3829)to have your account

set up. NOTE: Your account will be deleted after 90 days of inactivity.

When you first log in to your account, click on the Settings link to update your profile.

User Info

Make sure your name is entered correctly and upload a photo

of yourself. This will display on several of the materials you

create in Cloud CMA. You’ll also want to change your

password when you first log in.

Contact Info

This information will appear at the bottom of each page in

the reports you create. Select a contact type from the

dropdown menu (Blog, for example) and type your contact

information in the box on the right (http://www.results.net/

blog, for example), then click the Add button.

MLS

Select your MLS Provider from the dropdown (Northstar—

Minneapolis), enter your NRDS ID in the MLS User ID box, and

enter your MLS password in the MLS Password box.

Page Contents

Several different pages have already been added to Cloud CMA that can be used in CMA reports. If you

would like, you can add your own custom pages to be added to CMAs in the Page Contents section. Click

Create New Page, type in the name of that page, and type your content in the box below. You can also edit

pages you’ve added to this section by selecting one from the dropdown and making changes in the text box

below.

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Creating a CMA

Log in to your Cloud CMA account at http://www.cloudcma.com, click on the CMA tab, then click on the

Create a new CMA Report button.

Name the report

Enter the name(s) of your client(s) in the Client field—this will help you identify this CMA later on.

Subject Property

Enter the address and property type in this section. The photo, square feet, bedrooms, and bathrooms are

all optional fields which can help the system calculate a more accurate suggested listing price.

How do you want to get comparative listings?

You have two different options in this section:

*Exactly what you want—By MLS Numbers: To use this

option, log in to the MLS first and make note of the

MLS numbers of the comparable properties you would

like to feature on your CMA. Then enter those MLS

numbers in the box (separated by commas or spaces).

This method prevents “computer error” since you are

hand selecting the properties.

*Quick and dirty—By Proximity: Using this option is

much faster than entering individual MLS numbers.

Check the “Automatically find listings near the Subject

Property” box, select the number of comparable

listings you would like the system to find, and click the

More Criteria link if you would like to be more specific.

Not to worry—the system will automatically find

comparable listings for you, but you will be able to filter

out the listings that you do not want in your CMA.

Cloud CMA, continued

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Dropbox

Dropbox is a FREE online storage service that allows you to keep files “in the cloud” and access them

virtually anywhere.

Register

To sign up for Dropbox, go to

http://www.dropbox.com/register and enter your first &

last name, Email address, and a password.

Once you click Create account, the Dropbox desktop pro-

gram will begin to download. Once installed, you’ll see a

brief tutorial for the program.

How should I use Dropbox?

There are quite a few different options:

Files placed in the Public folder of Dropbox can be shared with anyone via a

hyperlink. This means someone does not have to have a Dropbox account in

order to download that file. Public URLs can even be used on property

detail pages—the possibilities are endless!

Shared folders: You can share a folder within your Dropbox with any other

Dropbox user by right clicking on it, then clicking on Share this folder link in

the Dropbox menu. Shared folders can be used to share photos of a listing

with front desk staff—just send an invitation to the front desk email address

([email protected], for example.)

When you plug your camera (or any other device containing photos) in to your

computer, you'll be prompted to automatically upload your photos to Drop-

box. This feature is also available on Android phones and iPhones—so any

photo you take with your cell phone will appear in your Dropbox!

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YouTube

Creating A Channel

To create a YouTube Channel (account), simply go to http://www.youtube.com and click the Sign In link in

the top right corner.

If you have a Google (Gmail) account, you can use that to sign in

to YouTube—no new username or password needed! If you do

not already have a Google account, you’ll need to create one in

order to use YouTube. Click on the Create an Account button to

do that.

Managing Your Channel

Click on your name in the top right corner of the screen and click My Channel to view your YouTube Chan-

nel. On this page, you can click Channel Settings to edit the appearance, Analytics to see how many people

have viewed each of your videos, and Video Manager to edit and rearrange all of your uploaded videos.

Add any video which has been uploaded to YouTube to one of your playlists using the Add To tab beneath

the video.

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Instanet Forms & Authentisign

Creating a transaction kit

Log in to NorthstarMLS at

http://matrix.northstarmls.com using your NRDS ID

and password. Contact the NorthstarMLS help desk

at 651-251-5456 if you are not able to log in. Click on

Instanet Forms in the External Links box.

Be sure that you are using TransactionDesk Lite. This

interface has the same functions as TransactionDesk

Pro but is much easier to navigate. If you are in TransactionDesk Lite, the navigation buttons will be

blue:

TransactionDesk Pro’s navigation buttons are orange. Click on the TransactionDesk Lite button in the

top right corner to change interfaces:

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Instanet Forms & Authentisign, continued

Click on Transactions to view your existing transaction kits. To create a new

transaction kit, select “Create New Transaction File” from the “I would like to”

dropdown and click the blue arrow:

Follow the on-screen prompts and enter information about the transaction. At

this point, you can also import forms from a Transaction Template, several of

which RE/MAX Results has put together:

Click Save to add more details to the transaction. This will include the property information (address, school

district, year built, etc), listing information (list price, mortgage balances, etc), purchase information (earnest

money, purchase price, etc), and transaction dates (list date, offer expiration date, closing date, etc.) Once

you have filled in all of the details, click the Save button in the top right corner, then move on to the Contacts

tab.

Using the “I would like to” dropdown again, add each transaction contact (seller, buyer, seller’s agent,

buyer’s agent, etc.) This information will auto-populate in your forms and will carry over to Authentisign.

Once all contacts have been added, click the Save button in the top right corner and move on to the Forms

tab. If you have used a transaction template, your forms will all be listed here. You can add forms using the

“I would like to” dropdown.

*TIP! If you add any new forms, select “Auto Populate All Forms” from the “I would like to” dropdown and

click the blue arrow. This will fill in each new form that you added using the information in the Details and

Contacts tab of the transaction.

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Instanet Forms & Authentisign, continued

Using the “I would like to” dropdown, you can select multiple forms and save them to

your computer as PDFs.

Click on any form to make changes to it. Make sure you click the SAVE button in the

File menu as often as possible so you don’t lose your changes!

Click the Exit (or Exit Form Editor) button in the File menu to return to the list of forms.

Once your forms are

ready to be signed,

click on the

Authentisign tab. All

information from the

Details, Contacts,

and Forms tabs will

be brought in to the

Authentisign system.

Follow the steps in

the wizard to send

the forms to any

individual who will

need to sign.

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Websites to check out:

http://www.inmannext.com—Articles on Social Media, Tech & Gadgets, and Mobile

http://www.quora.com—Online Q&A page: real estate is a hot topic on this site!

http://buyersguide.macrumors.com—Thinking of buying a new Apple product? Check this guide first to see if

it’s worth waiting for the new one to come out!

http://www.pinterest.com—The latest social media trend; users compile things they find interesting by

“pinning” them to their pinboards. This is mainly a social place: it’s a great resource for recipes, home tips,

crafts, and beauty tips.

http://www.resultstraining.net—RE/MAX Results Training Calendar: check this often to sign up for upcoming

training sessions.

http://www.resultsvideos.net—RE/MAX Results Training Videos: if you miss a session in person, the video

will often be posted here.

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Training and Support Provided By:

Jessica Hayes, Technology Trainer 952-942-4741 [email protected]

IT Department

Kevin White, IT Manager 952-829-3827 [email protected]

Technical Support Staff: 952-829-3829 [email protected]

Jon Wright, Lead Field Technician & Help Desk Support

Jarrod Silver, Field Technician & Help Desk Support

Grant Borden, Help Desk Support