RE05RC12

RE32RC03: Technology and Real Estate Brokerage

Constantly Evolving Continuing Education

with Kate Lanagan MacGregor

www.kate.realtorEducatorInstructor Training InstituteCertified Distance Educator InstituteCertified Trainer, zipFormsOwner/Instructor- Agent Rising Presenter/Trainer - MAR, NEAR, SEMARePro, ABR, Notary, B.A.

2016 VolunteerSecretary RASEM(former) President Elect SEMARMAR Chairperson Pro DevelopmentMember- Professional StandardsDean- Leadership Academy

Today’s Reality

● Sense of Urgency and attention span● 7 ‘Touches’ before recognition● Tech tools help- and harm● Your messaging is immediately in the

public, and there to stay

Today’s ObjectiveAs a result of today’s class we will be able to:

● Understand rules and laws guiding our Technological Advertising

● Recognize the safety issues using the internet● Learn many free programs available to promote and

market● Focus on Technology as a tool to promote personal

branding

Look for..

• Adherence to federal and state laws• NAR Code of Ethicso Internet use▪ Advertising• Proper use of NAR logos etc.• Required identification▪ Online forms▪ E signatures▪ Security/fiduciary▪ Confidentiality▪ Proper/improper communicationso Email

• Technology tools• Web basedo Computer applications▪ Basico Tablet applicationso Smart Phones• Appropriate Use• Communication Tools• Advertising tools

ZERO MOMENT OF TRUTHBy the time you meet someone,

they have researched all about you. You no longer have that “First Impression”

Why you Need?!

www.whatsmywebution.com● E-mail signatures, ● MLS, ● website, ● Facebook, ● Google+, ● LinkedIn

● Twitter, ● Real Satisfied,● Facebook business page, ● Trulia, ● Zillow, ● Realtor.com

1. Compliance with Marketing Regulations in Web Site Activities1. Disclosures: required symbols, language and content for front page, footers and

general content on broker and agent web sites

2. Privacy Policy: creating and managing a web site privacy policy to disclose usage policy for visitor personal information

3. Agent Web Sites: understanding how some web site marketing strategies attempt to "separate" the agent from the broker in personal promotion activities (254:CMR 3:00:9(a))

4. Online classifieds: compliance with required brokerage name, numbers and contact information when using online classified formats

2. Risk Reduction and Electronic Portfolio Management

1. Record keeping: understanding and planning a safe storage strategy for online communications such as email, efax and instant messaging related to transactional issues (254 CMR 3:00:10(b))

2. Providing copies of communications and documentation generated from online correspondence to customers and clients

3. Mechanism for providing all parties (buyer and seller) copies of purchase and sale agreement when using electronic communications mediums (87 AAA(e))

4. Using verified return receipt tools to document communication and disclosure to all parties

5. Alternate methods for record keeping (scan, cd) to provide greater, safer document storage and easier method to provide full transaction records to all parties

1. Establishing a Company Internet and Email Policy1. Content outline: how to develop and implement an internet

section to your existing company policy;2. Guidelines: how to identify "myth" versus fact for required

online activities and emerging regulation of e-commerce3. Drafting: How to draft company policy for independent

contractors4. Education: methods for educating agents on company policy

regulations and compliance with requirements5. Monitoring: methods for monitoring agent compliance with

company policy guidelines

Suggested Policy AdjustmentDue to the privacy requirement for our clients:

Please do not send “copy of check” without

removing merc line with the offer.

Please know that sending a copy of a check

does not add “binding” consideration to offer.

Suggested Policy Adjustment

GOOD: Black it out in a copy of the check.

BETTER:Scan app when you take picture-

adjust the photo to remove

BEST: Deliver Check Personally- then you hav

consideration

Suggested Policy Adjustment

EMAIL ATTACHMENTS:

Always “Voice Confirm” before opening.

Train those you are working with to do the

same.

1. Compliance with Marketing and Disclosure regulations in Email-based Communications1. Proper construction and required content for signature

files in email messages (254 CMR 3:00:9(a))2. Creation, maintenance and usage of electronic

signatures for communication3. Use of appropriate broker, agent and contact information

when using online listserv and discussion group services that involve consumers

4. Statute of Fraud - applicability of in-writing rule to electronic communications and documentation requirements for consumers (eg., ((940 CMR 3.17 (3)

1. Launch Settings from your Home screen.2. Tap Mail, Contacts, Calendars.3. Tap Signature under the Mail section.4. Tap Per Account.5. Tap the end of the existing Signature.6. Tap the delete button to delete the existing text.7. Type your new Signature.

How to set different per-account email

signatures on your iPhone and iPad

Email Signature to Include

Your tagline or closing salutation,

Your Nickname

Your Professional Name

Your Professional Email

Your Professional Number

Your Company Name

Your Company Number

Make it a BOLD Day!

Kate

Kate Lanagan MacGregor

Kate@agentrising.com

508-728-3648

www.kate.realtor

Agent Rising Real Estate School and Training Center

508-999-9800

Don’t leave your phone message voicemail generic either!!

Start with a smile!

Identify who you are and where you work

(Identify AT work too!)

Let them know your return call policy”

“I return all calls by the close of the day, normally within the hour/”

“I return all calls at 11 and 4”

Your tag line closing

What’s App for Texting like theProfessional that you are!

NINETEENBILLION

DOLLARSActually 22 Billion all

together

“WhatsApp is about much more than instant

messaging; it’s about content sharing — which

is an emotional activity. Such emotional

activities are critical to closer customer

engagement. “ Mark Z

Emails and text messages are considered “In Writing”

Write accordingly!

Establish communication strand on all transactions!

Statute of Frauds – M.G.L. c. 259

Contract for purchase/sale of real property

in writing to be enforceable

Agreement greater than one year not enforceable

A Will or Devise transferring property must be in writing

Sale of personal property in excess of $500 (UCC 2 201)

MLSPIN EMAIL ADDRESSES FOR ALL USERS

Take someone’s mlspin I.D. and at @mlspin.net, and you can email them! (spam rules still apply)

This answers the question of personalizing, branding and promoting.

Make sure your mlspin email ID is set up and personalized!

1.

MLSPIN

Make sure to be engaging and descriptive!Set up Amplifiers! Found these on Page 1 of Google

1.

MLSPIN

Connectto

Real Satisfied

OPT IN

They send you

reminderswhen

you sell!

1.

Real Satisfied- Just merged with Placester

Realtor.com

Ratings, Rankings, Reviews - OH MY!

This is how Realtor.com will show an area

1.

Realtor.com Social Bios

“Easy to set up. Beautiful to look at. Portable so you can use it everywhere.”

Weavingwebsitessocial mediareviewsrecommendationsReal Satisfied

zipFORM PLUS

● Hands On Exercise

● Get out Smart Phone

● Download zipform app

● Log in/sign in

● Lots of Help● Go to Support in Tool

Bar● Notice How To Videos● Notice Live Online

Training● Go to Documentation● Follow along with me

● “Wet” Signatures vs. “Dry” Signatures

● Policy vs Law

Electronic Signatures

Investigate your Options!

kate.realtor Let’s go to Facebook!Find Me! Friend, Like, or Follow! ...then see who I follow!I will friend, like, follow you back!JOIN OUR REAL ESTATE AND MARKETING FUSION MINUTE AT 8 AM WEEKDAYS! Facebook- Kate Lanagan MacGregor PAGES- Agent Rising and kate.realtor Periscope- Kate Lanagan MacGregorTwitter @katemaclanagan @bolddaychallenge @boldrealtorLinkedIn- Kate Lanagan MacGregorPinterest- Kate Lanagan MacGregorGoogle + Kate Lanagan MacGregor, Agent Rising

Using Technology for your Business

People want PERSONAL!

The Goal is to make technology personal!

Technology is a way to get personal with many people at once!

● Live Streaming ● Videos● Personalization!

10 Tips for Live Streaming

1- Live streaming can be done on any tablet or smartphone. You can also choose who will be able to see it. Through Facebook you can choose either to make your post public, private, or many other options. This means you can choose whether it can be seen by only you, a specific people , a group , a page, your friends, or public for example.

2- On Facebook, go to where it says "write something", click live video (the icon looks like the target logo). Title it something fun! Click start. It will go 3,2,1, then you are live. Say hello, introduce yourself and say whatever moves you!

3. For better results, I suggest you use a stand or a selfie wand. Amazon has many stands that are awesome. You can now purchase them everywhere.The general rule of thumb is if you are filming yourself, you want your head to be in the top third of the screen. With your shoulders showing. I try and wear a solid color and keep the background simple.

4. Try and look where the camera is, not at yourself! This can be hard! When I was starting, I would have the computer with an outline and have a stand with phone in front of it. Now I normally wing it with preparation.

Live Streaming

5. Not ready to show yourself? Turn camera in the top right part of screen and record your community, a home, an event, the waves... Anything! Narrate it.(Check out Sport Yoga Lady)

6. Always start with a little intro of who you are and what you are doing! For now, don't worry about the viewers.

Live Streaming

Live Streaming

7. Don't worry about messing up! People oddly are attracted to our mistakes and our humanism.

8. Try and close with a call to action… Even if it is just "watch me again tomorrow :-)

9. Same rules of public speaking apply! Tell them what you are going to say ... Say it... Tell them what you told them!

10. If you try and absolutely hate it.. .You can delete it by going to the top right down arrow. There really is no risk! Give it a go and we will finesse this next week!

Resources and References:

● Home inspectors and the form required " facts for consumers about home inspections"● MCAD website for general information and guidance for office policies etc.● Massachusetts department of housing and Community Development: Section 8 guidelines and

information● Massachusetts DEP with Title V info● Massachusetts Office of Consumer Affairs: Landlord tenant info● Massachusetts Department of Health :● E-mail case: Shattuck v. Klotzbach, Plymouth Superior Court C.A. No. 01-1109A. It should be

stressed that this case is a sole case on this issue on a lower level of the court system.● Statute of Frauds citations:● M.G.L. Chapter 259 Section 1

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