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Realtor Portal Presentation
- 1. Overview Presentation Joe Roumelis Vice President of Mortgage Lending Guaranteedrate.com/agent Demo Login/password: grate/grate1 05/28/11
- 6. Home Loan Analysis Flyer Sample Agent photo and contact information Property image and description (powered by MLS system) Payment options Contact information of your affiliated GR loan officer
- 14. Like Us On Facebook!
- 15. You’ll receive news, how-to’s, and new updates!
Notas del editor
- Emphasize that many of these services are FREE!!!
- 1. Next to the upper-right hand corner links, agents can click on their name (next to the black arrow) to edit personal account details (where it says “Hi, sample” on this example screen)
- 1. Be sure to encourage them to put your name as their affiliated loan officer! 2. Tell them that after they register they will immediately receive an email containing a link to confirm their registration.
- -tell them they can print these up on-the-go and distribute them at open houses—also the property photo and property information is constantly being updated by the MLS system! -note to Loan officers: this is why the realtor’s choice of VP is so important when they sign up for the portal: you will instantly be co-branded with them on all of the HLA sheets!
- -Be sure to tell them that we can create these for new regions/cities if 5 agents commit to ordering -This piece has “ stay power ”! It is not thrown away immediately; clients hold on to them for 3 months at a time. -VPs can comp up to HALF of the price; tell them that they can get 10% off if they sign up for auto-renewal for the newsletters
- -VPs must authorize this request and place the order through the GR marketing department, as VPs pay for this service (VPs will get an email notifying them of the request) -Catering choices vary (a few sample catering services: Pompei, Corner Bakery, Jason’s Deli, Creative Corporate Catering (MN only), Marcellos) -VPs can also order promo items (pens, post-its, eNeighborhood reports etc) to be delivered to the open houses
- -when a realtor places the order, the request is sent directly to the marketing department for fulfillment -if the realtor would like the report printed and bound, the VP will be notified of the request and billed $3/per report plus shipping (pre-tax)
- -Obeo is a 3 rd party vendor; Agents will log in and create an account on Obeo’s website (agents will pay directly for the services that they select)
- -If a realtor wants a new “design template” GR will charge a design fee.
- -MLSmailings.com is a 3 rd party vendor; Agents will log in and create account on MLSmailings.com (agents will pay directly for the services that they select)
- -Offer to register the agents today and walk them through how to place their order for these free transaction envelopes!