Reliance LeadStreet Basic Training

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1 Reliance LeadStreet Basic Training All Support Questions: ecare (regular business hrs):

2 Learning Checklist Receive username and password for LeadStreet Login and accept user agreement Complete Users section assignment Verify Your Listings Accept Your leads and Client Management 2

3 Login: How to Access LeadStreet Note, you must login to start receiving leads. You can login to LeadStreet via: (a) RE/MAX Mainstreet ( or (b) RE/MAX North Central ( or (c) Mobile (pda.remax-northcentral.com) 1 Login to your Mainstreet account using the same credentials you have always had. If you do not have a Mainstreet account or forgot your password please follow the on-screen instructions. 2 From your home page, select the My Leads icon. Clicking My Leads will automatically sign you into your LeadStreet account. 3

4 3 Upon your first login you must accept the terms to activate your account Step 1: Enter a new password for your LeadStreet account. This is separate from your Mainstreet and is used if you login directly to Lead- Street, for example on a mobile device. If you have difficulty with remembering passwords, we recommend you use the same as Mainstreet. Step 2: Enter your MLS ID for each MLS you belong. This connects your IDX listings to your account for proper display and lead distribution If you do not have this information you may leave this blank, but must remember to fill them in later. Step 3: Accept the terms & conditions 4

5 Login: Mobile You may also login directly to leadstreet via pda.remax-northcentral.com 1 On your mobile, login to Leadstreet using your separate Leadstreet credentials. Go to: pda.remax-northcentral.com. What is your username? You should have received notice of your username via , however, it is typically the same as your Mainstreet login or the prefix of your e- mail, ie. jsmith given If you are still unsure, you may contact your office administrator or contact ecare What is your password? This is the password you created upon your first login to Leadstreet (as described previously). If you do not know your password, simply choose forgot password. You will then receive an to reset your password. 5

6 Login: LeadStreet Home Page The screen below is what you should be seeing when you are logged into your LeadStreet account Main Navigation Menu. 2. Calendar. Allows you to add reminders and tasks. 3. Regional Intranet & Office Resources. Allows the Region and office to add buttons and links to important websites, documents, and training. 4. Report and Summaries. Displays what is happening with your LeadStreet. This will also display if you have Pending Leads. 5. Upcoming Task/ Events. Associated with your calendar. 6. New Updates. Regional Updates and important news announcements. 6

7 Main Navigation Menu Descriptions User Tab This section contains all the contact information for your website which determines what displays on your regional, office and personal website. It is essential that this information be kept up-to-date, including your password, , zip code marketing area, instance acceptance, agent mls ids, agent photo and any domains. If users cannot find you or the information you provide is incorrect, then you run the risk of losing a prospective clients business. Site Builder Tab This section controls all of your website s customization, including changing the template, moving page content, modifying the featured properties, slogans and footers. In addition, it includes unique Search Engine Optimization features, tools to assist submitting your website to search engines, tracking marketing campaigns and powerful website reporting tools to track Internet marketing locally or nationally. Listings Tab This section contains the listing manager, which is the driving force for adding site value. Updating your listings will attract buyers and more effectively market your listings. You can enhance listings by adding photos, editing remarks, create manual listings as well as maintain a list of sold properties that will enhance your profile. In addition, you can assign unique domain names to listings, control your Featured Properties, run Buyers Tours, Sellers reports, or traffic reports. Moreover, you can enhance your offline marketing with access to ready-made professional listing flyers available via Design Center. Clients Tab This section is where you can accept leads, manage clients and campaigns. Client activity and usage reports are also available here. For additional marketing, you have access to powerful drip marketing, autoresponders and letters. This is a full contact management solution where you can add, upload or download contact s while managing them with task, calendar and capabilities. 7

8 Must Do Items The following steps are to ensure that your account is fully operational: A. Enter your agent MLS codes and verify your listings B. Update your contact information and photo C. Specify zip codes for your markets to receive lead offers D. Setup lead notifications to your phone for instant acceptance E. Prepare your signature for drip marketing campaigns. 8

9 USER : Profile Management Tool Y ou will need to verify the personal contact information that was used to setup your account by selecting: USER the User section has several online tools to manage information about yourself. In the USER manager tab you will be at the first of four (4) functions. These functions are important and need your full review and acceptance. Walk through the next couple of pages so as to edit, change or delete information. 9

10 USER : Profile Management Tool 1 User Profile. Your account information must be checked for accuracy. Account Access Settings. You can change your password at any time. Account Information: Your First and Last Name pulled from MainStreet ( Settings: Primary the address on your business card. All lead notifications will be sent to your Primary address. 2: If you use remax.net in your primary field, enter the address you check every day. A copy of lead notifications will be sent here. Phone Settings: The Primary Phone is what is reflected on your website. The other numbers show on all correspondence. Agent MLS ID: Make sure your MLS ID is correct!! Specialties: If you are a commercial property specialists please check the box. If you are bi-lingual select the appropriate language from the pull down. Submit Changes: To make all changes active you MUST select this button under each section. If you make changes and navigate to another page without first clicking Submit Changes, they will be lost and you ll have to do it again. Always click Submit changes to make them permanent. Learn 10

11 USER: Control Manager Tools 2 hour(s) Re-Offer 8:00AM EST Start Time 5:00PM EST End Time 2 Controls Company Lead Expiration Times: You have 2hrs to accept a hot lead between business hours of 8am-5pm, seven days a week. You have 24hrs for activity leads (see appendix on Hot vs Activity). Zip Codes & Market Area Zip Code Report: Leads are distributed based on the listing zip codes. Enter up to 6 zip codes. They can be duplicates. The Market Area Zip Code Report details the performance of each ZIP code in the region. You may use this to help make decisions about which ZIP codes you want to choose. Client Registration Options: Pertains to your agent website registration. Forward All Leads To Another Account: You can also forward your leads to another agent if you are vacation, working with another agent, or if you are not interested in getting online leads. The agent you are forwarding to still has to comply with the lead assignment settings. s to and From Other Agents: Allows s to be sent and received when one agents clients view another agents listings and vice versa. Don t forget to click Submit Changes on each section you complete! PLEASE NOTE: ZIP CODE TIP: There is a ZIP code boundary lookup tool available on the web at: ALL AGENTS ARE REQUIRED TO LOG IN EVERY 21 DAYS. IF YOU DO NOT, YOU ARE REMOVED FROM LEAD ROTATION 11

12 USER : Instant Acceptance Manager Tool 3 Instant Acceptance Instant Acceptance Address: You can either enter your address or your text message address to instantly accept leads while you are out of the office. Enter your frequently checked address or cell phone number followed and your carrier s extensions. Click submit. Click on Send Test to confirm that your receiving the lead notifications. To accept a lead, just reply and send. NOTE: Please read the instructions provided to make this very powerful tool work. (Some cell phone require text in the message body in order to send.) For your reference, below are some samples of the formats used by various carriers for sending to mobile devices. ( If you have tried what you believe is the correct format and you cannot send a successful test , you may need to contact your carrier and ask them to give you their current format. Carrier Alltel Wireless AT&T Wireless Cellular One Centennial Wireless Sprint (Nextel) Sprint PCS T Mobile Verizon Syntax

13 USER: Photo Manager Tool 4 Signature Update Signature: To select a signature for your campaign s, choose an option from the list or upload your own custom format. View previews of each signature by clicking the 'Example' link. 5 User Photo Update User Photo: Your photo is not updated from You need to upload your photo in order for it to be displayed on your website, your listings, campaigns, and all other on all s sent to your clients. Upload your photo by: Clicking on Browse Find your photo on your Hard drive Then select: Upload Photo RECOMMENDED SIZE FOR UPLOAD: Profile Layout 161w x 204 h Pixels 13

14 USER: Domains Manager Tool 5 Domains Current Domain: Your website comes with a default company domain name (combines your unique user name with your company s primary domain). elizabethwhite.remax-georgia.com Add Domain: Step 1 Allows you to submit your own personal domain names into the system (this must be done if you want to use your domain name for your website). Step 2 Requires that you login to your domain name registrant and change the name servers to those displayed within this step (Reliance Network provides name servers for you company). Step 3 If your domain name is currently hosted for your address such as you should only complete Step 1 and then contact your administrator before continuing. Market Source Management: If you re using other online sources to drive traffic to your website, assign a market source code to each one. Once you start receiving traffic with an entry code attached to your domain name, the Reports section of your Website Control Center will enable you to monitor the performance (# of visit, searches, sign ups) of each online source. 14

15 Verify Your Listings 15

16 LISTINGS: Listing Manager Main 1 Main Overview Page MLS Information and URL Prefix: Displays your current MLS Board and your agent MLS ID MLS Update Report: This report helps you understand when the feed occurs as well as photo updates. Your Listings: Snapshot of your listings, Listing Views and Map Searches. Click View to go to the Listing Data pulled from your MLS Board IDX feed. MLS Listing Research: Select from your different MLS boards to search for listings by MLS number 16

17 LISTINGS: Listing Manager Main 2 Listing Data Listing Data General Listing Information: Updated from MLS IDX feed. Listing URL: direct link to this listing. Photos & Summaries: Quick links. QR codes are provided for each listing also. Listing Description: Are automatically updated from MLS. Agents have the option to expand the description up to 3000 characters. If you make changes to the listing description in LeadStreet, the system will no longer update this field from the MLS board. Listing Banner: Recommend selecting a banner for each of your listings or customize one! Temporary Price Change: Status and Price always updated from MLS feed. Social Networking: Displays Facebook button on listing details page for consumers. Also, this area showcases where we syndicate your listings for free. 17

18 LISTINGS: Listing Manager Main 2 Listing Data Open Houses: Add your open house to your listing. Open house is removed automatically at the end of the date and time you Select. Note: Some boards feed us open house information. Check your listings to see if your Open House is already posted. Attach Documents: You can add certain documents to a listing. Perhaps if a new build, attaching a floorplan or plot plan. 18

19 LISTINGS: Listing Manager Main 3 Photos & Tours Manage Main Listing Photos: Photos are updated automatically from the MLS board. If you change any photo or add a Title or Description to your photos, this is considered a change, and as a result your listing photos will not update from the MLS board. Manage Photo Gallery: (Same applies as above) Manage Floor Plans: The floor plan has to be uploaded as a JPG image file format. Or you can link directly to the floor plan hosted on another site. Virtual Tours: If the virtual tour is provided in the IDX feed it is updated automatically. If you create your virtual tours in Design Center, you can enter that link here. Video Home Tours: You can either link directly to your video tour or embed your video tour by pasting the embedded html coding provided by your video host. Example: YouTube, Google Videos 19

20 LISTINGS: Listing Manager Main 3 Virtual Showings Virtual Showings: A Virtual Showing is just that. You can see what other agents leads have reviewed your particular listing. You can send the agent an to follow up. Think of this tool like follow up from an open house but through the web. More Virtual Showings: This section shows which agents have had the most views of that property by a specific client. 20

21 LISTINGS: Listing Manager Main 4 Seller Report Seller Report: The seller report is a weekly report ed to your client every Monday morning. The information included in this report provides listing views, search results, saved favorites and map previews. The report also displays other active listings within the purple radius (+/- 1 bedrooms/ baths) with list price, distance from this active listing. If there are any price changes on any of the listings, this will appear in the report. Add Contact/Seller: In order to add your seller to this report, click on the button and the screen below will appear. Be sure to select the check box so that you can receive a copy of this report. You can select multiple clients to be added to this report. 21

22 LISTINGS: Listing Flyers and Property Placer 5 Flyers Print or Flyers: The flyers are determined by the number of photos from the listing. You can use the default flyers to through Lead- Street, print selected flyers or copy the HTML to use in another website. You also have the ability to customize the flyers. By customizing you can delete/add photos, text, change the layout. And then save the flyer for future reference. 6 Property Placer Property Placer: Provides you the ability to move the placement of the home to the correct position on the map. You can drill down to street level and move the home from one side of the street to the other. 22

23 LISTINGS: Design Center 7 Design Center Professional Designs: Design Center is integrated allowing you to create professional flyers or property tours in a few clicks. All of the information from your listing is automatically pulled into the flyer, allowing you to save time and impressing your clients with professional designs. 23

24 LISTINGS: Listing Reports 8 Listing Reports Listing Reports: These reports help you take a quick snapshot of your sellers report, virtual showings and many other great tools. 24

25 LISTINGS: Featured Properties and Buyers Tour 9 Featured Properties Featured Properties: By default the system selects Display My Listings. If you do not have active listings, you can select My Office Listings which will display all your office listings under your featured properties. If you work as a team you can select Listings where I specify MLS Agent ID or Listing #, recommend to only use MLS Agent ID, this auto updates the listings. (If you use listing # you have to manually update). Categories of Featured Properties 1. Main Page - featured property on home page layout. 2. Thumbnail - displays thumbnails of featured properties on your website. 3. List (Resume) - lists a brief text summary for each listing on your 10 Buyers Tour Buyers Tour: You can enter up to 15 MLS numbers to create the tour/flyer. The tour/flyer has the main photo of the listing, brief details of the listing and allows you to add notes to that listing. 25

26 How to Accept Your Leads and Manage Your Clients 26

27 CLIENT: Manager Tool 1 Main How to Accept a Lead: Leads are sent to you via your or however you setup your USER MAN- AGER area so as to deliver s to your computer or your cell phone/ handheld device. 1. Upon receiving the lead notification log into your Agent Intranet. (If accept via Instance Acceptance bypass these accepting instructions.) 2. Click Clients. 3. Select the top ballot box to select ALL leads. 4. Select: Accept Lead button. Congratulations: The Lead is Yours NOTES: After the lead is accepted the lead will show up under: Recent Client Web Activity-Last 14 Days. If the lead is over 14 days without Activity, you will locate the client under the Contact List tab. Select the View link to access the clients activity. LV: Listings Viewed from all websites: regional, office, and agent. SR: Searches Run from all websites: regional, office, and agent. Steps to Work a Lead: (see the next pages for assistance through these steps) Step 1: Accept the lead and take notice to LV, Select the VIEW link for your client Step 2: Review the Profile: What contact information did the client provide? If the following was provided: A. If Valid was provided do not respond until Step 3. B. If a phone number was provided open up a new window and Google the number or use the online white pages online to see if the name matches up with the phone number. Do not call the number until after Step 3. C. If an address and city provided open up a new window and Google the address or use the white pages online and see if it matches up with the name or phone number. Do not or call yet until after Step 3. Step 3: Review the Web Activity for the client. Determine the approx. price range and location of the homes viewed. Determine if any forms, favorites or saved folders have been created. Check to see if any Request Showing was provided. IF the consumer has provided you with a phone number then call the client using the information provided in the Web Activity area s. Use Step 4 to keep notes on your conversation or of calls made. Step 4: If the client did not provide a phone number then select this step and send a personalized outlining the information provided in the Web Activity area. NOTE: If you called the consumer then follow-up with a personalized as well outlining your conversations etc. 27

28 CLIENT: Manager Tool 2 Contact List Contact List: There are several ways to view clients. Either: 1. Click All contacts 2. Click on one of the letters 3. Click Search Options NOTES and TERMINOLOGY: Web Client is either a lead accepted or client manually added/imported. You re the first to have this inside LeadStreet. Have access to all web activity, forms submitted, favorites. Non-Web Client means that the address is in an agents LeadStreet as a Web Client or duplicated in your client list. And you do not have access to web activities for this client. Multiple Clients If you select multiple clients by checking their ballot box, you can: Assign to Classification Assign to Group Delete Contacts Reassign/Transfer Clients 28

29 CLIENT: Manager Tool 3 Profile Contact Management This area pertains to the clients contact information, campaign groups, access and global notifications. A. Contact information the client provided in their lead OR your information you provided when you manually added the Client. The Contact will receive all the s and drip marketing campaigns from the addresses added here. B. 2nd Contact information This provides you with an additional contact name: spouse, friend, family member etc. This contact will NOT receive automated s. A F D E C. To Delete a client: Select this button. D. Lead Information: Active, Incubating, Under Contract or Closed. You can search off these fields for contact management. E. Real Estate Needs Profile: Specify the needs of this client. You can search off these fields for contact management. B G F. Client Classification: Set the level at which this client is during the sales cycle. You can search off these fields for contact management. C G. Distribution Groups: Preset your client into the appropriate group to receive automated s from your campaigns. You can search off these fields for contact management. H. Web Client-My Home Finder Access: Allow or disallow a client from accessing their account on your website. I H I. Transfer Contacts. This features provides you with the tool to transfer a current client to another agents website within the system. Select the office and agent name statewide. 29

30 CLIENT: Manager Tool 4 Web Activity Provides you with the tools to view the searching habits, favorites and needed information found on your website. A B A. History: When the client first and last logged into your website. Also provides source, source type and if it came from a unique marketing link. C B. Activity: A quick view of what your client has been doing in regards to saving favorites, properties or submitting forms and searches. C. Website Activity: This view provides the exact homes viewed. Where the client came in from etc. D. Searches and Notification: This is the My Home Finder by area whereas the consumer has requested these home be ed. D E. Favorite Properties: Unlimited folder for clients to save favorite listings as well as rate and make notes on the homes. F. Forms Submitted: Any forms filled out by the consumer on the websites will be located here. E F 30

31 CLIENT: Manager Tool 5 Activity Notices Activity Notices: Activity Notices help you know what your clients are doing on a daily, weklly or monthly basis. We recommend notifying yourself when they save a favorite. 31

32 CLIENT: Manager Tool 6 Contact Notes Contact Notes: Keep s records of phone calls, s and any items during the course of the relationship. This area is simply a text area. Develop a method to provide short notes, dates and times. Do not forget to select the Submit button when completed. 7 History History: This will provide you with a history of all s sent from the or from the drip marketing campaigns, including newsletters. If you ever wonder if an was sent by the system to your client, this is the place to look. History Filter: Allows you to select the s and run reports for the amount of days. Shows you the s and you can select the and review them individually. 32

33 CLIENT: Manager Tool 8 Bulletin Board Bulletin Board: Post a special message for your clients so that next time they come back to your website and log in your message will be waiting for them. See a history of the messages you have posted. This is the area where you post your message and hit submit. 33

34 CLIENT: Manager Tool 9 Groups and Campaigns Groups: Groups help you classify your contacts into for organizational and campaigning purposes. For instance you can classify clients as New Home Owners, Opt-Out, Sellers, Buyers, Market Area, etc. Campaigns: Drip campaigns provides a powerful means to s your contact groups on a regular and automated basis. These can be customized or you may use the ones we provide. We highly recommend sending personal letters and building your own custom campaigns. To begin, we recommend turning on the monthly newsletter. It will go out every month via and includes generic real estate advice. We also recommend turning on the welcome letters for new web clients. You can customize your own campaigns based on fixed date that go on a specific date, or based on when individuals become a client (sign-up), or based on the date you added them to a specific group. For instance, you could create a group for Past Clients. Upon adding an individual to your Past Clients the system can e -mail them a Congratulations and each year after that check on their home purchase and request referral business. 34

35 CLIENT: Manager Tool 10 & Letters and Letters: If you send through the system you can track it for reporting and recalling years later. Messages: If you want to post a message to all of your clients upon login you may do so here. Beware this is seen by all clients. 35

36 Hot Lead: Activity Lead: Generated when a consumer makes an inquiry and is waiting for a response. These leads represent individuals who have shown an interest in something like a specific property, or meeting an agent. Once accepted, these leads will become web-contacts whose profiles will continue to accumulate the details of everything they do on the website. Generated when a consumer browses the website and save properties or favorites. Registration on the website requires only a name and address. Although occasionally a consumer will provide fictitious information upon initial registration, this still represents a living breathing person who was looking at homes on your site. The profile will continue to track the details of this person s site usage, and when they do become serious at a later date, you have a treasure trove of information about what types of homes interest them. For this reason Activity Leads, even with false information, should be considered a valuable resource. In contrast to a Hot Lead, however, these consumers are not expecting a reply or action on your part. 36

37 Example Lead Notifications: Pending Lead Notification Confirmation of Acceptance Notification 37

38 Lead Origin: Remax.com Regional Site Already a Client? No No Zip Code Bucket Yes Yes Sent to Associated Agent Sent to Listing Agent Lead Allowed to Expire Lead Routing Flow Lead Origin: Office Website Already a Client? No No Office Round Robin Yes Yes Lead Allowed to Expire Sent to Associated Agent Sent to Listing Agent Lead Origin: Agent Website Sent directly to YOU! 38

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