180 Via Verde Suite 200, San Dimas, CA 91773 • Ph 800.925.1525 • Fax 909.859.2050 • www.crmls.org

Smart Desk features relevant, high-quality yet easy to use marketing tools to help engage and nurture your contacts and leads.

• Helps you manage your daily communications with your clients through a wealth of productivity and marketing tools

• Integrates vital business tools into a single, personalized real estate dashboard

• Create professional listing flyers in a few easy steps

• Create automatic follow-up email marketing campaigns

• Generate neighborhood and school statistical reports that brand you as the neighborhood expert

• Stay informed with real estate, local and national news and weather reports

• Offers a widget dashboard for a quick snapshot of your business

• Manage your schedule and events calendar

Smart Desk

YOUR FREE MEMBER BENEFITS

180 Via Verde Suite 200, San Dimas, CA 91773 • Ph 800.925.1525 • Fax 909.859.2050 • www.crmls.org

YOUR BUSINESS MOVES FAST – and so should your information. With every opportunity comes a stack of paperwork that can slow you down. Now you can cut through the paperwork and view, share, track and manage your documents digitally in real time from anywhere, 24/7. It’s fast and easy with Smart Doc’s.

With Smart Doc’s customizable checklist feature, you can see at a glance which documents have been received and which are missing, and/or create to-do lists of tasks that need to be completed.

Paperwork. Simplified.

Document management made simple

Smart Docs

Document Center.

Checklist Feature.

180 Via Verde Suite 200, San Dimas, CA 91773 • Ph 800.925.1525 • Fax 909.859.2050 • www.crmls.org

Smart CRM (Client Relationship Manager) routes, stores, organizes and manages your contacts and leads to nurture and maximize conversion of contacts to clients. Market to prospects with powerful email drip campaigns and flyers containing the latest market trends and statistics. Seamlessly integrated with your website, Smart CRM’s open architecture enables easy integration with your other tools.

• Accepts leads from your Smart Sites and IDX.

• Manages contacts so you can close and retain more business.

• Offers easy-to-create professional listing flyers.

• Features highly configurable lead routing and management (for Brokers).

• Includes customizable intranet (for Brokers) and much more!

• Access via your computer or smartphone.

Stores and Manages Contacts.

A dynamic solution for today’s real estate professional

Dashboard Snapshot with Calendar, New Leads and Action Plan Report.

Full Dashboard with Contacts Selected.

Contact Summary.

Smart CRM

180 Via Verde Suite 200, San Dimas, CA 91773 • Ph 800.925.1525 • Fax 909.859.2050 • www.crmls.org

Unsurpassed IDX Search.

Smart IDX lets you search in Aerial View to see streets and nearby amenities.

Smart IDX feeds information directly from MLSs to provide the most timely data to consumers – giving them more reasons to visit often . . . and become a client.

Features include:

• Interactive map search with rooftop accuracy

• Forced lead capture with visitor registration, instant email notifications, contact forms and auto-responders

• The ability to engage visitors with over 100 points of interest and WalkScores®

• Driving directions with your contact information

• Detailed property information

• Personalized branding on all MLS listings

• Neighborhood statistics, including schools, housing, people and much more!

Expert by Design

Bird’s Eye View feature lets you see the actual property from above.

Smart IDX