new agent packet
TRANSCRIPT
Welcome to our Keller Williams Montgomeryville Award Winning
team! Our New Associate “Quick Start” Program is designed to help
you get a fast start to your Real Estate career by organizing all of the
initial steps. We are excited to have you with us! Good luck!
KW Quick
Start
Table of Contents
1.
2……………………………………………………….New To KW To-Do List
3……………………………………………………….New Agent To-Do List
4……………………………………………………….Useful Contacts and Websites
5………………………………………………………..ALC Members
6…………………………………………………………Voicemail and Call Forwarding
7………………………………………………………...Texts and Facebook
8………………………………………………………..Download Your Mobile App
10………………………………………………………..Floor Time Example
11………………………………………………………Quick TREND How-To
13……………………………………………………...Quick TREND Book Showings
15……………………………………………………….KW Intranet
16……………………………………………………….Send Email
18……………………………………………………….eEdge
19……………………………………………………...DotLoop
20……………………………………………………….GCI Calculaation
New to KW To-Do List Sign up with Keller Williams Montgomeryville.
Get your picture to Jennie. (Smile! We can take one here before you leave.)
**If you have not gone to Harrisburg to get your Real Estate License Number STOP! You
must have this number before you can begin.
Schedule your first orientation with Jennie. DATE: __________________________
**Don’t forget to bring this packet with you
Schedule your second orientation with Jennie. DATE: ________________________
**Don’t forget to bring this packet with you
Call Jason Drissel to set up your first meeting with him. 267-446-7266
Sign up with TREND
Sign up with an Association of Realtors
Congratulations! You’re a
new KW Montgomeryville
agent! Turn to the next page
for your New Agent
To-Do List.
**If you have not gone to Harrisburg to get your Real Estate License Number STOP! You must
have this number before you can continue.
2.
Attend a Meet the Broker Class
Attend an Office Business Meeting
Attend an ALC meeting
Meet all ALC members
Watch TREND videos
Order business cards
www.everythingkw.com
www.realty-cards.com
www.bestprintbuy.com
**Send a proof to Jennie before ordering
Set up your voicemail and call forwarding (page 6)
Download your Mobile App
Update your profile on mykw.kw.com
Upload an agent photo
Begin to create your database
Draft an announcement letter
Create your basic website
Attend a Dotloop and Green Sheets class
Sign up to receive office text messages (page 7)
Add us as a friend on Facebook (page 7)
New Agent To-Do List
3.
Useful Contacts and Websites Andy Goodman—Team Leader
215-631-1901 or 610-442-2885
Betty Christensen—Market
Center Administrator
215-631-1902
Jason Drissel—Productivity Coach
215-631-1939 or 267-446-7266
Lynn Sharer—Broker of Record
215-631-1905 or 215-272-0486
Jennie Sherkness—Director of First Impressions and
Agent Services Coordinator
215-631-1900 or 267-644-7061
Eric Fishman- Waterstone Mortgage: [email protected] 215-280-4371 Jim Natale- Huntingdon Valley Bank: [email protected] 215-872-4625
Greater Montgomery Settlement Services: 215-631-1923
Showing Desk (Appt. Phone): 855-746-9748 we.showingdesk.com
TREND: 1-877-330-9900 trendmls.com
BCAR: 215-956-9176 www.bucksrealtor.com—MCAR: 610-260-9931 www.mcarealtors.org
DotLoop (transaction software): 1-513-257-0551 www.dotloop.com eEdge: 800-491-4234 or [email protected]
4.
Introducing Your 2016
Associate Leadership Council
Jason Drissel
267-446-7266
Andy Goodman
610-442-2885
Scott Loper
267-446-3084
Jared Moyer
215-906-5188
Lynn Sharer
215-272-0486
Terri Swain
215-262-9686
Bill Waldman
215-813-1545
What is the ALC?
The ALC is comprised of the top cultural and performing agents in the office who want to grow their
business and help the office. All meetings are the third Tuesday of the month and are open to all agents
to observe.
ALC members are the voice of the agents. They are responsible for representing agents in office deci-
sions. They promote the KW culture and business models through teaching and interacting with agents.
ALC members are here for you! If you are interested in discussing real estate goals, growing your busi-
ness, or recruiting new agents, the ALC is here to help.
If you are interested in joining the 2017 ALC, see Andy.
5.
Voicemail and Call Forwarding
Setting Up Your Voicemail
1. Dial 215-631-1985
2. AS SOON AS YOU HEAR A VOICE press ** (yes, that it two stars in a row)
3. Enter your extension, your password, # sign
4. Listen to the voice and follow the directions
*This is how you check your voicemail inbox as well
In the message you record MAKE SURE to tell the caller to press 7 to be forwarded to your cell phone:
“You have reached John Doe from Keller Williams. I am not in the office at the moment, please press 7 now
to be transferred to my cell phone.”
Call Forwarding
To set up call forwarding from the backdoor
1. Dial 215-631-1985
2. AS SOON AS YOU HEAR A VOICE press ** (yes, that it two stars in a row)
3. Enter your extension, your password, # sign
4. 8
5. 8
6. 1
7. 1
8. Enter 9-1 then your cell phone number followed by the # sign
9. # or 1 (depending on whether you want to double check the phone number you entered)
10. IF the voice says that Outbound Transfer is off, press 1. IF the voice says On, you are done.
6.
Checking Voicemail
1. 215-631-1985
2. Press ** as soon as the operator starts talking
3. Enter your extension, password, # all in a row (ex:34567892#)
Receive Text Messages From Our Office
It is very important that you sign up for our text service. We use this service to remind you of
classes and meetings. We also use this service if the office has to be closed for snow or a
planned event is changed last minute.
Become our Facebook Friend
We have an office Facebook page and a closed group just for agents. Please add us
as a friend and we will be able to invite you to the agent group.
Search: Jennie Sherkness Keller Williams and add friend
Page: www.facebook.com/keller.w.montgomeryville to like our page
7.
Download Your Mobile App 1. Go to mykw.kw.com and sign in
2. Home Tab
3. Agent Website Admin
4. Click “4.0 Add Listings/IDX Search
5. Click 4.5 Mobile Property Search
8.
6. Copy the Mobile URL
7. Paste the URL and go to the site
8. Enter YOUR cell phone number and click “Send a Link to My
Tips:
You can share your app
with others through the
app
You can send this URL to
others to share the app
Make sure when you
download the app that
9.
10.
Quick TREND How-To
1.
2.
“thousands” is checked
11.
3.
Price Decrease Property History View School Information
View Photos Listing Performance Report View Community Information
View Map Public Records Buyer Closing Cost
View Documents Tax Map Seller Net Sheet
Virtual Tour Find Mortgage Information
Zip Form Audit Report Edit Listing
4.
12.
Quick TREND Book Showings How-To https://www.trendmls.com/Support/index.htm?toc.htm?3143.htm
1.
2.
13.
3.
4.
14.
KW Intranet
You will see a screen with a calendar. Click the calendar and you will see the classes and events
occurring at the office.
Click “Market Center” and you will see a bunch of tabs that will lead you to different places.
Click the Documents tab to access any documents you may need. *** Office Forms are great!
Definitely check out this section for information on buying, selling, and renting.
15.
Send an Email to Every KW Agent
1.
2.
16.
3.
4.
5.
17.
eEdge
Click anything in this box
EXCEPT “Messages”
Use this area to keep track of your contacts, create marketing, send
email campaigns to your clients, and work on your website.
Play around and get to know the system! It’s the best way to learn.
Here is where to access your
agent website. It is FREE.
Make sure you come to a
website class to learn how to
build the website (or get tips
if you figure out how to put it
together yourself).
REMEMBER: don’t worry
about getting this perfect
right away. Just don’t put the
url on your business cards
until you are ready for peo-
ple to visit it!
18.
Brief Dotloop Overview 1.
2.
Create a Loop for every property
ALL of your paperwork goes in the Loop
Print, electronic, or a combination
Come to a DotLoop/Green Sheets class!!!
The next class is:___________________________
19.
How is my commission check calculated?
+ Gross Commission Split
- 6% KW International Royalty*
- $50 transaction fee
- Any unpaid office invoices
= Your Commission!
How long until I receive my check?
3 business days after receipt of the check and HUD; contingent on all documents
being correctly uploaded to Dotloop and the Green Sheet turned in to Betty.
*Virtually all Real Estate Companies have 5-6% Franchise Royalty. Ours is capped at $3,000 per agent per year. 20.
What to
Expect...
When
You’re
Expecting
21.