Realtor Portal Presentation

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Free marketing and client management guaranteed to WOW your clients. Let’s partner together and sell homes.

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  • Emphasize that many of these services are FREE!!!
  • 1. Next to the upper-right hand corner links, agents can click on their name (next to the black arrow) to edit personal account details (where it says “Hi, sample” on this example screen)
  • 1. Be sure to encourage them to put your name as their affiliated loan officer! 2. Tell them that after they register they will immediately receive an email containing a link to confirm their registration.
  • -tell them they can print these up on-the-go and distribute them at open houses—also the property photo and property information is constantly being updated by the MLS system! -note to Loan officers: this is why the realtor’s choice of VP is so important when they sign up for the portal: you will instantly be co-branded with them on all of the HLA sheets!
  • -Be sure to tell them that we can create these for new regions/cities if 5 agents commit to ordering -This piece has “ stay power ”! It is not thrown away immediately; clients hold on to them for 3 months at a time. -VPs can comp up to HALF of the price; tell them that they can get 10% off if they sign up for auto-renewal for the newsletters
  • -VPs must authorize this request and place the order through the GR marketing department, as VPs pay for this service (VPs will get an email notifying them of the request) -Catering choices vary (a few sample catering services: Pompei, Corner Bakery, Jason’s Deli, Creative Corporate Catering (MN only), Marcellos) -VPs can also order promo items (pens, post-its, eNeighborhood reports etc) to be delivered to the open houses
  • -when a realtor places the order, the request is sent directly to the marketing department for fulfillment -if the realtor would like the report printed and bound, the VP will be notified of the request and billed $3/per report plus shipping (pre-tax)
  • -Obeo is a 3 rd party vendor; Agents will log in and create an account on Obeo’s website (agents will pay directly for the services that they select)
  • -If a realtor wants a new “design template” GR will charge a design fee.
  • -MLSmailings.com is a 3 rd party vendor; Agents will log in and create account on MLSmailings.com (agents will pay directly for the services that they select)
  • -Offer to register the agents today and walk them through how to place their order for these free transaction envelopes!
  • Realtor Portal Presentation

    1. 1. Overview Presentation Joe Roumelis Vice President of Mortgage Lending Guaranteedrate.com/agent Demo Login/password: grate/grate1 05/28/11
    2. 2. What is the Realtor Portal? <ul><li>A website designed to help you grow your business! </li></ul><ul><li>A one-stop resource to access Guaranteed Rate’s FREE and discounted marketing materials </li></ul><ul><ul><li>Home Loan Analysis Sheets </li></ul></ul><ul><ul><li>Enjoy Newsletters </li></ul></ul><ul><ul><li>Broker Open Catering </li></ul></ul><ul><ul><li>eNeighborhood Reports </li></ul></ul><ul><ul><li>Virtual Tours </li></ul></ul><ul><ul><li>Custom co-branded prints </li></ul></ul><ul><ul><li>Just Listed/Just Sold Mailings </li></ul></ul><ul><ul><li>Transaction Envelopes </li></ul></ul>
    3. 3. Realtor Portal Home Page Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link Account settings and navigation links Short descriptions and links to marketing materials available on the Realtor Portal <ul><li>Links to industry-related resources: </li></ul><ul><li>Presentations </li></ul><ul><li>Promo Store </li></ul><ul><li>Service Provider Directory </li></ul>
    4. 4. Getting Started <ul><li>Register by creating an account online at guaranteedrate.com/agent </li></ul>Be sure to indicate that we work together! After clicking submit, an email will be immediately sent to you containing an activation link
    5. 5. Home Loan Analysis Flyers <ul><li>FREE! </li></ul><ul><li>PDF is generated instantly </li></ul><ul><li>Images and rates are up to date with online MLS system </li></ul><ul><li>Flyers are co-branded with your affiliated GR loan officer </li></ul><ul><li>In some states, your listings may automatically appear without having to enter property information </li></ul>Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link Fields for entering property address information The portal will keep track of your listings each time you log in
    6. 6. Home Loan Analysis Flyer Sample Agent photo and contact information Property image and description (powered by MLS system) Payment options Contact information of your affiliated GR loan officer
    7. 7. Enjoy Newsletter <ul><li>4-page, quarterly mailer featuring top seasonal events in your chosen area </li></ul><ul><li>Each newsletter covers 3 months of events! </li></ul><ul><li>$.95/ea. if mailed to your database. $.55/ea. if printed in bulk </li></ul><ul><li>Contains Realtor personalization with contact information, photo, and logo </li></ul>Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link
    8. 8. Broker Open Catering <ul><li>Increase attendance at open houses by offering food and refreshments! </li></ul><ul><li>Agents can request broker open catering by submitting event date </li></ul><ul><li>We authorize the request and place the catering order for you </li></ul><ul><li>Order gets delivered directly to the property </li></ul>Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link
    9. 9. eNeighborhood Reports Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link <ul><li>FREE for PDF! </li></ul><ul><li>10-pg report showing neighborhood demographics at a glance </li></ul><ul><li>Customized with your photo and contact info </li></ul>
    10. 10. Virtual Tours & Visual Marketing <ul><li>Cutting-edge software provided through Obeo </li></ul><ul><li>Various packages, add-ons and pricing options available </li></ul><ul><li>Discount applied when you order through the Realtor Portal! </li></ul><ul><li>Obeo will contact the Realtor to schedule the tour once the order is placed </li></ul>Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link
    11. 11. Custom Co-Branded Prints <ul><li>Postcards from $ . 45 to $ . 83 ea., depending on quantity </li></ul><ul><li>Flyers from $ . 34 to $ . 50 ea., depending on quantity </li></ul><ul><li>PDFs are FREE </li></ul><ul><li>Can be mailed to a specific database or printed and shipped in bulk </li></ul><ul><li>Projects are submitted through the Realtor Portal and created through the GR marketing department </li></ul>Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link
    12. 12. Just Listed/Just Sold Postcards <ul><li>Supplied by our vendor MLS mailings.com; they provide listing data and mailing list </li></ul><ul><li>Full-color cards contain your photo and contact info </li></ul><ul><li>$61 per 100 (4x6) $91 per 100 (6x8) </li></ul><ul><li>Enrollment fee is waived when you enter “guaranteedrate” in the priority code field! </li></ul>Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link Link to mlsmailings.com
    13. 13. Transaction Envelopes <ul><li>Oversized envelopes to keep clients’ documents in order </li></ul><ul><li>15 FREE per quarter, shipped directly to you </li></ul>Be sure to indicate that we work together! After clicking submit, an email will be sent to you containing an activation link The envelope cover has sections for contact, listing, and financing information, as well as a document checklist
    14. 14. Like Us On Facebook!
    15. 15. You’ll receive news, how-to’s, and new updates!
    16. 16. Why use Realtor Portal? <ul><li>FREE marketing materials! </li></ul><ul><li>A one-stop resource for accessing additional discounted marketing services. </li></ul><ul><li>Easy to use, with instant access to marketing tools </li></ul><ul><li>Call me today and we’ll discuss how to start </li></ul>Joe Roumelis Vice President of Mortgage Lending P: 401.258.5381 [email_address] Guaranteedrate.com/agent Demo Login/password: grate/grate1 05/28/11

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