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Customer for Life
PROGRAMS & SERVICES TRAINING

1
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
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
Benefits

• Stay in touch with past clients automatically
• Give consumers current real estate market data
• Reports are branded with agent information

• FREE
4
Access

Internet
Explorer

Google
Chrome

Mozilla
Firefox

5
Access

1. www.HomesaleCenter.com
2. Click on the ‘OSA’ icon
3. Click ‘Online Seller Advantage’ under ‘Technology
Links’
6
Online Seller Advantage (OSA)
‘Customer for Life’
is a program
within OSA

7
Edit Your Profile
Click on ‘Edit Your
Online Seller
Advantage
Account’

8
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
Edit Your Profile
• Select the type of
phone number
• Enter phone
numbers

• Click ‘Submit
Changes’

10
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
Edit Your Profile

Return to the OSA home page by clicking on ‘Main Menu’
12
Customer for Life
Click on ‘Customer
for Life’ to access
the program

13
‘Customer for Life’ Dashboard

14
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
Add/Edit Customer
• Enter County and
School District
information
• Continue scrolling down page

16
Add/Edit Customer
• Select either ‘Radius’ or
‘Map Search’
• Select how often customer
will receive report

• Copy for you?
• Continue scrolling down page

17
Add/Edit Customer
• Use the Default
introduction
provided or create
one of your own

• Check the Display
Map box
• Continue scrolling down page
18
Add/Edit Customer
• Click ‘Show
Advanced Criteria’
• Select ‘Property
Types’ to search

• Enter any ‘Property
Details’
• Click ‘Submit’ when done
19
Sample Report
New Listings

Branded to Agent
Price Changes
Internet Search Activity

Status Changes
Location Map
20
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
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
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

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Programs & Services Training: Customer for Life

  • 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
  • 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