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Basic Technology Training Revised March 13, 2013

Technology 101

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This course covers all the basics of RE/MAX Results technology including OnlineOffice, ResultsInsider, Mainstreet, LeadStreet, LeadTrax, ListHub, and more!

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Page 1: Technology 101

Basic Technology Training

Revised March 13, 2013

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1. www.ResultsTraining.net Online calendar of training events

2. www.ResultsVideos.net Results training videos

3. www.ResultsInsider.net RE/MAX Results private in-house networking tool

4. www.Results.net Overview of the consumer experience

How to set up a guest account for your client……………………………………………..

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5. www.Results.net/OnlineOffice Administration: Website Wizard, buyer profiles

Storage: Access logos, listing presentations, user guides, and more

Leads & Stats: Results.net traffic reports & guest accounts………………………….

Blog: How to write a Results.net blog…………………………………………………………..

Properties: Data feeds from Results.net………………………………………………………

Enhancing your listing data………………………………………………………………..

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6. www.ListHub.com Listing syndication via ListHub……………………………………………………………………..

Creating your free ListHub account, setting up your ListHub profile,

printing flyers, scheduling seller traffic reports

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7. LeadTrax Results.net & REALTOR.com lead routing…………………………………………………….

Setting up your account & accepting leads

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8. www.Remax.net Accessing the RE/MAX Design Center, LeadStreet, and RE/MAX University

Setting up your Remax.com profile

Getting set up on LeadStreet

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Page #: Class Agenda

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How to set up a guest account for your client on Results.net

Looking for an alternative to the MLS daily update emails? Try setting up a Results.net account for your client

so he/she can save his/her own searches, save favorite properties, and contact you directly to schedule show-

ings and request more information on specific listings.

1. Start by navigating to your Results.net homepage: http://www.results.net/firstname.lastname. Click

the Sign In link in the top right corner.

2. Click on the Register button to create a new account. Choose a username and password for your client

(be sure to write down both the username and password and give them to your client) and enter his/

her first name, last name, and email address, then click Register Now. This creates the guest account

branded to you.

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3. Now you can set up saved searches for your client. Navigate to http://www.results.net/

firstname.lastname/search and fill in your search criteria (city/neighborhood, property type, price

range, etc.)

4. Click on the Save Search link near the top. Choose a name for the search, then select the frequency of

the email updates (daily is recommended.)

5. Now you’re done! You can set up additional searches if you’d like – just remember that your client

will receive separate emails for each search.

Note: You may want to start by going through this process for yourself (filling in your name and email ad-

dress when creating the account). This way, you’ll see exactly what your client will see when he/she re-

ceives the update emails and you’ll be able to answer any questions your client has about setting up new

saved searches.

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OnlineOffice: The Leads & Stats Tab

The Leads & Stats tab in OnlineOffice is a great resource for traffic reports and lead information. It also gives

associates access to branded Results.net guest accounts.

Traffic

The Traffic section allows you to pull a

traffic report for your Results.net webpage

as well as for specific listings.

To run a traffic report for your indivudual

Results.net site, click on Traffic, then Sales

Associate, then Continue. You can select a

date range as well as the type of data you

would like to include in the report.

To run a traffic report for a specific listing,

click on Traffic, then Properties, then select

the listing from the dropdown, then click

Continue. You’ll be given the same options

for the report that you have in the Sales

Associate report.

These are the options you can select when running these reports. If you would like to be able to

send the report to your clients, select the PDF option—this will save the PDF to your computer so it

can be attached to an email.

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Guest Accounts

When you set up a guest account for your client (see page 5), you will be able to see that client’s

activity on Results.net in the Leads & Stats tab. To access the guest account information, click on

Leads & Stats, then select Guest Accounts and click Continue.

You’ll be shown a list of the guest accounts that are currently branded to you. To see more infor-

mation about a specific guest account, simply click on the name. Below is an example of some of the

information you’ll be able to see. In Saved Searches, you’ll be able to click on each saved search and

see all the criteria. In Saved Properties, you can see all listings that have been saved as favorites

(including address, MLS number, and Status.)

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How to post a Results.net blog:

1. Log into the Results.net OnlineOffice at www.results.net/onlineofice. Log in with your Results.net email

address. (If you need your password reset, contact the RE/MAX Results IT Support line at 952-829-3829.)

3. Click New Post.

4. Enter the Title and Body for your blog.

5. To insert a photo into the body of your blog, select the “Insert/Edit Image” button:

6. To insert a YouTube video in the body of your blog, select the “Insert/edit Embedded Media” button:

8. To insert a link, select the text you would like to turn in to a link, then click the Insert/Edit Link button, then

enter the URL in the pop up window. Be sure to set the Target dropdown to “Open link in a new window.”

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How to post a Results.net blog, continued:

9. When you are ready to PUBLISH your blog, click on the Publish tab at the top.

10. Change your blog status from “Draft” to “Post” and then select where you would like to submit your

blog.

11. When you select to submit your blog to a City and Neighborhood blog, two lists of Cities and

Neighborhoods will appear. Please limit your selection to 3 cities and 3 neighborhoods. Click SAVE.

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Results.net data feeds, Flow of listing data:

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Results.net data feeds, How to enhance your listings:

Results.net listing data and photos feed to REALTOR.com, Trulia.com, YouTube, and our Mobile App. Follow these steps for enhancing your listing on all of these websites.

To watch a video tutorial of the steps outlined on this page, visit http://bit.ly/enhanceyourlisting

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ListHub listing syndication:

Creating your FREE ListHub Account

1. Go to ListHub.com

2. Click ‘Create an Account’

3. Click the link that says ‘I am a listing agent of a registered ListHub brokerage with an active

listing.’

4. Under MLS, select Regional Multiple Listing Service of Minnesota (NorthstarMLS)

5. Enter your NRDS ID in the Agent ID field

6. Enter the MLS number of one of your ACTIVE listings

7. Click [Lookup Agent]

8. When the system finds your information, you will be prompted to setup your own username

and password for ListHub.

Setting up your ListHub Profile

1. Log in to ListHub.com

2. Click on the Settings link

3. Click on the User Information link

4. Update your contact information, photo, and designations.

Printing e-Marketing Flyers for your Listing Presentations

1. Log in to ListHub.com

2. Click on the e-Marketing Tab

3. Select your flyer design

4. View in HTML or PDF format, then print

Generating / Scheduling Website Traffic Reports for your Sellers

1. Log in to ListHub.com

2. Click on the Inventory Tab (this is a list of your ACTIVE listings)

3. To view a traffic report, click the Property Report link for any listing.

4. To email or schedule a traffic report, click the Seller Email link for any listing.

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LeadTrax

RE/MAX Results works with a company called LanTrax, provider of an automatic lead routing system called LeadTrax.

There are a few important things to remember:

This is entirely optional. If you do not wish to receive internet leads on any listings but your own, you do not need to take the necessary steps to set up your LeadTrax account.

You will ALWAYS receive leads from Results.net on your own listings DIRECTLY (they will not go through the LeadTrax system.)

If you are not “opted-in” to the RE/MAX Results REALTOR.com program, leads on your listings will go through LeadTrax. See page __ for more information on the REALTOR.com program.

There WILL NOT be a referral fee charged on any lead assigned to you via LeadTrax.

LeadTrax will send you emails reminding you to update the details on leads which have been assigned to you. Lack of follow-up WILL NOT result in the lead being taken away from you. These reminders are only for your benefit.

What will we need from you? You will be given the opportunity to select two "Market Areas" from which you would like to receive leads. You also have the option of receiving leads which do not have a specified location or property of interest. In order to make sure you are able to quickly respond to leads, we strongly recommend setting up text message lead notifications. This can be set up for you - we will just need your cell phone number and the name of your carrier (Sprint, Verizon, AT&T, or T-Mobile.) Lead Offers You will be offered leads via email and text message (provided you have set up text message lead notifica-tion). Here is an example of an email lead offer: You will need to click on the link provided in the lead offer email in order to accept that lead. This is what the page will look like:

Hi John, A consumer visiting Results.net has submitted a request regarding the property listed below. Please click the following link to accept this lead: Click Here. Property Address: 1234 Main Street, Anytown, MN 12345 MLS #: 1234567 List Price: $100,000 Comments: I would like to see this house as soon as possible! Thanks, RE/MAX Results

You will need to click on the link provided in

the lead offer email to accept the lead. This is

what the page will look like:

Once you click the Accept link, you will be sent

an email with more information.

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Follow-Up LeadTrax will send you an email 24 hours after you have accepted a lead if you have not yet updat-ed the lead record. This reminder is only for your benefit; the lead will not be taken away from you if you decide not to update the record. However, the system will continue to send you reminders. To log in and update the lead record, you can click on the link provided in the Lead Accepted email, which will look like this:

LeadTrax, continued

If you have not yet logged in to LeadTrax, click on the Lost Password link on the

login screen and enter your Results.net email address

([email protected]) to set up your password.

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RE/MAX Mainstreet (www.remax.net) - Your portal to several tools:

If you do not remember your username or

password to log in to Mainstreet, click on

the Forgot Login link. This link will bring

you to a page which helps you retrieve

your username and/or password.

Tools to make note of in Mainstreet:

RU/Learn: RE/MAX University

My Leads: LeadStreet

My Designs: DesignCenter

Your Account: Update your agent pro-

file which displays on remax.com.

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Update your Agent Profile on Remax.com & RE/MAX Mainstreet:

1. Log into RE/MAX Mainstreet (www.remax.net)

2. Click on the [Your Account] button at the top of the page

3. Under Associate Profile Updates, click the link that says Update your agent profile here

4. Click on the Edit Profile tab and fill in all of your information, then click the Request Changes button at the bottom of the page.

5. Click on the Edit Photo tab and be sure to upload a current photo of yourself.

6. Associate Profile updates are electronically submitted to RE/MAX, LLC for display on www.remax.com and RE/MAX Mainstreet.

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Getting set up on LeadStreet:

To access LeadStreet, log in to Mainstreet (http://www.remax.net) and click on My Leads in the My Quick-

Links box. To set up your account, start by clicking on the User tab at the top.

The User Tab

User Profile:

1. Scroll down to the Account Information section. Be sure to enter your email address in the Primary Email

field. By default, this will be your @remax.net address—you can change this to whichever email address you

use most.

2. Enter all phone numbers you would like to be reached at in the Phone Display Settings section. Click Sub-

mit Changes at the end of the section.

3. Scroll down to the Agent MLS ID section. Enter your NRDS ID in the Regional MLS and Regional MLS Rent-

als boxes. Click Submit Changes at the end of the section.

Controls:

Imagine that every zip code in our region is a bucket and you are given 6 coins to put in any buckets you’d

like. When a lead comes in to remax.com on a non-RE/MAX listing, LeadStreet pulls a “coin” out of the

“bucket” corresponding to that listing’s zip code. If the system pulls one of your “coins,” you are offered that

lead!

1. Think about the areas from which you would like to receive LeadStreet leads. Keep in mind there are a lot

of RE/MAX agents in our region that also have 6 coins—some zip code “buckets” will be overflowing. Click on

“View Market Area Zip Code Report” to see statistics for each zip code.

2. Once you’ve decided which zip codes to use, enter them in the 6 zip code boxes at the top of the page, then

click Submit Change.

Instant Acceptance:

This section allows you to enable text message lead acceptance. Once this is set up, when you receive a lead,

you will only need to reply with one letter to accept the lead.

1. In the Instant Acceptance Email Address field, enter your 10 digit cell phone number (including the area

code) followed by the suffix for your cell phone carrier. The suffixes are as follows:

T-Mobile: @tmomail.net

Verizon: @vtext.com

Sprint: @messaging.sprintpcs.com

AT&T: @txt.att.net

2. Click Submit, then scroll down and click Send Test Email. You will receive a text message if it is working.

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Getting set up on LeadStreet, continued:

User Photo:

Click on the Browse button, find your photo on your

computer, and click Upload Photo. By default, this

photo will be a RE/MAX balloon—your face should be

displaying on the RE/MAX North Central website, not a

balloon!

Photos must be in JPG format and they must be less

than 50KB in size. The recommended size for these

photos is 161x204 pixels—if your photo does not

have the same ratio, it will appear distorted.

Need more help?

There are a few resources in the Home tab of LeadStreet:

-Click on the Training Videos link to see videos which go

over each section of LeadStreet.

-Click on the Training Guides link to download help

documents provided by RE/MAX North Central.

-Click on the Training Webinars link to register for live

webinars or download pre-recorded webinars which

provide information about each part of LeadStreet.

Technical Support:

Email: [email protected]

Emails are answered during business hours

Call Center: 888-398-7171

Calls are answered during business hours for LeadStreet

and 24/7 for all other inquiries.

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Training and Support Provided By: RE/MAX Results

IT Department

Kevin White, IT Manager 952-829-3827 [email protected]

Technical Support Staff 952-829-3829 [email protected]

Jon Wright , Lead Field Technician

Chad Lajiness, Field Technician & Help Desk Support

Jarrod Silver, Field Technician & Help Desk Support

Grant Borden, Help Desk Support

Website Wizard One-on-One Support

Jane Pithers, Edina (France Ave) 952-884-8404 [email protected]

Bob Rowen, St. Cloud 320-258-5769 [email protected]

Shellie Gebhard, Crocus Hill 651-251-4807 [email protected]

Cindy Evensen & Jane O’Reilly,

Uptown

612-876-9000 [email protected]

[email protected]

Stacy Evenson, Cambridge 763-689-3577 [email protected]

Marie Oreskovich, Rochester 507-288-1111 [email protected]

Dawn Kavoukjian, Edina (Eden Ave) 952-848-2406 [email protected]

Video Producer

Barry White 952-942-4729 [email protected]

Marketing Coordinator

Sarah O’Bannon 952-829-3818 [email protected]

Blog Curator

Jane O’Reilly 612-876-9000 [email protected]

Technology Trainer

Jessica Hayes 952-942-4741 [email protected]

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Appendix

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Appendix

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Appendix

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Appendix