Programs & Services Training: Customer for Life

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  • 1. Customer for Life PROGRAMS & SERVICES TRAINING 1
  • 2. How Buyer Found Real Estate Agent * Source Percentage Referred by (or is) a friend, neighbor or relative 40% Internet website 11% Used agent previously to buy or sell a home 10% Saw contact information on For Sale / Open House sign 6% Visited an open house and met agent 6% Referred by another real estate agent or broker 5% Personal contact by agent (telephone, e-mail, etc.) 4% Referred through employer or relocation company 4% Walked into or called office and agent was on duty 3% Search engine 1% Newspaper, yellow pages or home book ad ** Direct mail (newsletter, flyer, postcard, etc.) ** Advertising specialty (calendar, magnet, etc.) ** Mobile or tablet application ** Other 50% 10% * Profile of Home Buyers and Sellers 2012, National Association of REALTORS® ** Less than 1% 2
  • 3. How Seller Found Real Estate Agent * Source Percentage Referred by (or is) a friend, neighbor or relative 38% Used agent previously to buy or sell a home 23% Personal contact by agent (telephone, e-mail, etc.) 5% Referred through employer or relocation company 4% Saw contact information on For Sale / Open House sign 4% Referred by another real estate agent or broker 4% Visited an open house and met agent 4% Internet website 3% Walked into or called office and agent was on duty 2% Direct mail (newsletter, flyer, postcard, etc.) 2% Newspaper, yellow pages or home book ad 1% Advertising specialty (calendar, magnet, etc.) 1% Other 61% 11% * Profile of Home Buyers and Sellers 2012, National Association of REALTORS® 3
  • 4. Benefits • Stay in touch with past clients automatically • Give consumers current real estate market data • Reports are branded with agent information • FREE 4
  • 5. Access Internet Explorer Google Chrome Mozilla Firefox 5
  • 6. Access 1. www.HomesaleCenter.com 2. Click on the ‘OSA’ icon 3. Click ‘Online Seller Advantage’ under ‘Technology Links’ 6
  • 7. Online Seller Advantage (OSA) ‘Customer for Life’ is a program within OSA 7
  • 8. Edit Your Profile Click on ‘Edit Your Online Seller Advantage Account’ 8
  • 9. Edit Your Profile • Make sure your contact info is correct • Enter a tag line or slogan if desired • Check both boxes • Click ‘Submit Changes’ 9
  • 10. Edit Your Profile • Select the type of phone number • Enter phone numbers • Click ‘Submit Changes’ 10
  • 11. Edit Your Profile • Upload a photo by clicking the ‘Browse’ button and finding your photo on your computer’s hard drive • Click ‘Submit Changes’ 11
  • 12. Edit Your Profile Return to the OSA home page by clicking on ‘Main Menu’ 12
  • 13. Customer for Life Click on ‘Customer for Life’ to access the program 13
  • 14. ‘Customer for Life’ Dashboard 14
  • 15. Add/Edit Customer • Click ‘Add/Edit Customer’ tab • Fill in the fields • Estimate the value of the customer’s home • Continue scrolling down page 15
  • 16. Add/Edit Customer • Enter County and School District information • Continue scrolling down page 16
  • 17. Add/Edit Customer • Select either ‘Radius’ or ‘Map Search’ • Select how often customer will receive report • Copy for you? • Continue scrolling down page 17
  • 18. Add/Edit Customer • Use the Default introduction provided or create one of your own • Check the Display Map box • Continue scrolling down page 18
  • 19. Add/Edit Customer • Click ‘Show Advanced Criteria’ • Select ‘Property Types’ to search • Enter any ‘Property Details’ • Click ‘Submit’ when done 19
  • 20. Sample Report New Listings Branded to Agent Price Changes Internet Search Activity Status Changes Location Map 20
  • 21. Import Contacts • From the Main Menu select ‘Import Contacts’ • Click the ‘Browse’ button to upload an Excel or CSV file • Match fields with the actual data uploaded in the program • Visit each entry and edit/add price, frequency of report, etc. 21
  • 22. Additional Resources Jen Brown Wilson, Project & Training Manager Direct: (717) 286-9906 E-Mail: Jennifer@PrudentialHomesale.com ‘Customer for Life’ training guide under the ‘Learn More’ link in Online Seller Advantage (OSA) PREA Affiliate Assistance Hotline Direct: (888) 733-5778 E-Mail: preaaah@HSFranchise.com 22
  • 23. Instructor Tom Blefko is a real estate broker with over thirty years experience in all facets of the residential and commercial real estate industry including sales, leasing, office management, property management, development, construction and training. During the course of his career, he has been an award-winning salesperson and assisted other agents in negotiating and closing over one thousand real estate transactions. Contact Information: Tom Blefko, Associate Broker Prudential Homesale Services Group Cell: (717) 587-6600 E-Mail: TBlefko@PrudentialHomesale.com 23