eEdge – Getting Started - Real Estate Office Pros

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Transcript eEdge – Getting Started - Real Estate Office Pros

eEdge: Getting Started

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blog.kw.com/livefeed #KWFR #KWRI Nicole Joyce

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Nicole Joyce

• Houston, TX • Houston Area Director of KW Technology • myTransactions Certified Trainer • Market Leader Champion eEdge: Getting Started

#KWFR

Please complete an evaluation form found in the back of your program guide.

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How would you like to make 67% more income?

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#KWFR

eEdge Complete Lead-to-Close System • Lead Management • Contact Management • Marketing Library • Paperless Transaction System • Action Plan/Task Manager • Performance Metrics • eEdge On the GO!

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eEdge Control Panel 6 eEdge: Getting Started

Lead Management All contacts with status of “Lead” will be on your Dashboard.

67% of industry leads go unanswered!

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Lead Management Change status from “Lead” to remove from your Dashboard.

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Lead Management myLeads … Where do they come from?

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Contact Management 10 eEdge: Getting Started

Contact Management Add 10 contacts to your database every day!

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Contact Management The more information you fill in on your contacts, the easier it is to manage them.

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Contact Management Record your actions in the Comments section of the Contacts Profile.

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Contact Management 14 eEdge: Getting Started

Contact Management Emails sent to you from contact’s email address already in your database will be in your Inbox.

Emails sent to you from email addresses that are not in your database will be in your Webmail.

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Contact Management Tip: Add contact’s secondary and tertiary email addresses to prevent incoming messages going to Webmail.

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Contact Management All emails received and sent from your eEdge email are stored in the Contact’s profile.

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Marketing Library 18 eEdge: Getting Started

Marketing Library Customizable marketing material for print, email, and web posting. Check out all of the marketing templates available!

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Marketing Library Tip: Create door hangers for your next open house! 20 eEdge: Getting Started

Marketing Library Communicate with your contacts in a systematic way through automated customizable touch campaigns. Keeping you

top of mind

when your contacts think real estate!

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Marketing Library Since the launch of eEdge, agents running an eEdge 33 Touch campaign to their database averaged: • 71% increase in units closed • • 117% increase in volume 67% increase in GCI 22 eEdge: Getting Started

Market Leader Account Make sure your account is set up properly.

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Market Leader Account Tip: Add your KW Mobile App QR code as your marketing logo!

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Market Leader Account Sign up for text message and email alerts to be notified when your contacts send you a message or when you get a new lead!

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Paperless Transaction System 26 eEdge: Getting Started

Paperless Transaction System Create a loop.

Create and add document templates from the Forms Library. Share documents with your clients where they can complete and electronically sign online.

Upload completed PDF documents.

Manage all of your transactions online from any computer with Internet access.

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Paperless Transaction System myTransactions with dotloop is unique because the paperwork stays in one place and everyone comes to it. When you add people to a Loop they are automatically added into your eEdge myContacts database.

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Action Plan/Task Manager 29 eEdge: Getting Started

Action Plan/Task Manager Stay on track and focused with action plans.

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Action Plan/Task Manager Start a plan.

Select from core templates or customize your own.

Create task by contact.

Assign due dates.

Add attachments with website links.

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Performance Metrics 32 eEdge: Getting Started

Performance Metrics 33 eEdge: Getting Started

Performance Metrics Millionaire Real Estate Agents know their goal numbers and track them. Knowing your numbers builds confidence and stability in your individual or team’s business.

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eEdge On the Go!

Log in to mykw.kw.com from your mobile device.

See and respond to new leads.

Read and reply to emails from contacts.

Stay on task! See what tasks are due now and in the next two weeks.

Search existing contacts. Add new contacts and manage contacts.

myTransactions mobile features

(coming soon)

Stay connected and access your Market Center training calendar.

Access desktop version of mykw.kw.com.

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Resources 36 eEdge: Getting Started

Resources

Technology Setup

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Thank You!

Technolgy Setup

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Thank You!

Please complete an evaluation form found in the back of your program guide.

To download a free copy of this presentation, GO TO:

www.familyreunion.kw.com/downloads

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