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Transcript of Technology 201
RE/MAX Results
Technology 201
2
Table of Contents
RE/MAX Results Mobile App
1. http://remaxresults.mobilerealtyapps.com—Mobile App administration
Reserving your SMS Keyword
Sharing your app with your clients
Posting your app on your Results.net website
Reserving unique property IDs for each of your listings
Cloud CMA
2. http://www.cloudcma.com—Creating Property Flyers and CMAs with Cloud CMA
Setting up your Cloud CMA account
Creating a CMA
Dropbox
3. http://www.dropbox.com—Online Storage
Creating a Dropbox account
Installing Dropbox
Sharing folders with other Dropbox users
Sharing individual files with a public link
YouTube
4. http://www.youtube.com—Uploading and managing videos with YouTube
Creating a YouTube account
Customizing your YouTube channel
Adding a video to your channel
Sorting videos in to playlists
InstanetForms
6. InstanetForms & Authentisign—Electronic forms provided by NorthstarMLS
Creating a transaction kit
Adding forms
Making changes to forms
Sending forms to be signed via Authentisign
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The RE/MAX Results Mobile App, Featuring Results Radar™
1. Logging In
To administer your personal mobile app settings, go to
http://remaxresults.mobilerealtyapps.com
Log in with the same username and password you use on the
Results.net OnlineOffice.
2. My SMS Keyword
Click this link to reserve a keyword that you will later provide to clients to
download your branded mobile app. The most common use is on sign riders.
Here is an example sign rider:
You are allowed only one keyword
Your keyword should be letters only, no spaces, up to 15
characters.
Do not choose words that contain “MLS” or
“RemaxResults.”
Note: Once reserved, your keyword is subject to final approval to ensure that it is
not substantially similar to others and does not violate MLS rules. Do not provide
your keyword to customers until you receive an approval notice by email.
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3. My Contact Info
Under My Phone Numbers, you can edit the phone numbers used on your mobile
app. By default, the first two phone numbers you have listed in the Results.net
Online Office Administration tab are fed to your mobile app. You may change the
phone numbers displayed here. If you change the numbers shown here, they will
not revert back to the original numbers from the Online Office feed. In other
words, manually changing your phone numbers on this site will break the
“update” feed.
Under Default Phone Number for Outgoing SMS, Associates can choose
from seven different local phone numbers to use on their sign riders. This is
also the same phone number that the mobile app will use when text
messages are sent to your customer. The available phone numbers to
choose from are:
Sample sign rider:
Mobile App, continued
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4. My Notification Settings
By default, your mobile app will notify you via your results.net email whenever
you have a lead who:
Requested your app by text
Requested property information by text
Requested property information by phone
Requested a showing
Under My Notification Settings, you may also add your cell phone number and
request to be notified of leads via Text.
5. Change Outbound SMS Message
If you’d like, you can change the content of the text message that is sent in the
Send App Invitations by SMS section by clicking on Change Outbound SMS Mes-
sage. Make sure that you have {URL} somewhere in your outbound message:
6. Send App Invitation(s) by SMS
Associates can invite clients to download their app via text message! Enter 1- 100
cell phone numbers in the field provided and click Send. Your clients will receive a
text message similar to this:
Warning: Text Messages will be sent immediately. It is recommended that you
only send group text messages between 8:00 a.m. and 8:00 p.m.
Mobile App, continued
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7. Share App by QR Code or Link
Associates can invite clients to download their branded mobile app by scanning a
QR code or by clicking a link.
Note: The link provided on this screen is a short URL that redirects clients to your
branded URL, http://app.results.net/firstname.lastname.
The short URL is an alternate option when you are limited to characters in texts
and tweets.
8. SMS and Phone Call Log
Generate monthly lead reports that show:
Listing Info Requested by SMS (text)
Listing Info Requested by Phone
App Sent by SMS
Mobile App, continued
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9. Get Website Embed Code for SMS Widget
All RE/MAX Results Associates are provided their own custom widget to display
on their websites. The widget allows consumers to enter their mobile number
and click a button to download your branded app.
From the Main Menu, click Get Website Embed Code for SMS Widget, and you
will be provided the HTML code to insert your custom widget into any personal
website that allows code. Here is a sample of your personal mobile app widget:
The text displayed on your personal widget is dynamic. Therefore, in place of
RESULTS, it would be the custom keyword that you have chosen. And if you
choose, for example, the 507 area code number, that would show in place of
the default 612 number.
10. My Properties’ SMS / Phone IDs
Each Property can now have a unique property ID number that can be printed on a
sign rider and then given to clients for an easy way to find more information about
a specific listing.
To assign the 5-digit ID number contact your Office Manager to reserve it first,
then click on My Properties’ SMS / Phone IDs.
You will be able to search for your active properties by MLS number. Once you
have found the property, you will be able to assign a 5-digit ID number. Simply put
in the code you wish to use, and click Assign.
Mobile App, continued
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Cloud CMA
Cloud CMA is a tool provided to all RE/MAX Results agents for free. These accounts are not set up
automatically; contact the IT Help Desk ([email protected], 952-829-3829)to have your account
set up. NOTE: Your account will be deleted after 90 days of inactivity.
When you first log in to your account, click on the Settings link to update your profile.
User Info
Make sure your name is entered correctly and upload a photo
of yourself. This will display on several of the materials you
create in Cloud CMA. You’ll also want to change your
password when you first log in.
Contact Info
This information will appear at the bottom of each page in
the reports you create. Select a contact type from the
dropdown menu (Blog, for example) and type your contact
information in the box on the right (http://www.results.net/
blog, for example), then click the Add button.
MLS
Select your MLS Provider from the dropdown (Northstar—
Minneapolis), enter your NRDS ID in the MLS User ID box, and
enter your MLS password in the MLS Password box.
Page Contents
Several different pages have already been added to Cloud CMA that can be used in CMA reports. If you
would like, you can add your own custom pages to be added to CMAs in the Page Contents section. Click
Create New Page, type in the name of that page, and type your content in the box below. You can also edit
pages you’ve added to this section by selecting one from the dropdown and making changes in the text box
below.
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Creating a CMA
Log in to your Cloud CMA account at http://www.cloudcma.com, click on the CMA tab, then click on the
Create a new CMA Report button.
Name the report
Enter the name(s) of your client(s) in the Client field—this will help you identify this CMA later on.
Subject Property
Enter the address and property type in this section. The photo, square feet, bedrooms, and bathrooms are
all optional fields which can help the system calculate a more accurate suggested listing price.
How do you want to get comparative listings?
You have two different options in this section:
*Exactly what you want—By MLS Numbers: To use this
option, log in to the MLS first and make note of the
MLS numbers of the comparable properties you would
like to feature on your CMA. Then enter those MLS
numbers in the box (separated by commas or spaces).
This method prevents “computer error” since you are
hand selecting the properties.
*Quick and dirty—By Proximity: Using this option is
much faster than entering individual MLS numbers.
Check the “Automatically find listings near the Subject
Property” box, select the number of comparable
listings you would like the system to find, and click the
More Criteria link if you would like to be more specific.
Not to worry—the system will automatically find
comparable listings for you, but you will be able to filter
out the listings that you do not want in your CMA.
Cloud CMA, continued
10
Dropbox
Dropbox is a FREE online storage service that allows you to keep files “in the cloud” and access them
virtually anywhere.
Register
To sign up for Dropbox, go to
http://www.dropbox.com/register and enter your first &
last name, Email address, and a password.
Once you click Create account, the Dropbox desktop pro-
gram will begin to download. Once installed, you’ll see a
brief tutorial for the program.
How should I use Dropbox?
There are quite a few different options:
Files placed in the Public folder of Dropbox can be shared with anyone via a
hyperlink. This means someone does not have to have a Dropbox account in
order to download that file. Public URLs can even be used on property
detail pages—the possibilities are endless!
Shared folders: You can share a folder within your Dropbox with any other
Dropbox user by right clicking on it, then clicking on Share this folder link in
the Dropbox menu. Shared folders can be used to share photos of a listing
with front desk staff—just send an invitation to the front desk email address
([email protected], for example.)
When you plug your camera (or any other device containing photos) in to your
computer, you'll be prompted to automatically upload your photos to Drop-
box. This feature is also available on Android phones and iPhones—so any
photo you take with your cell phone will appear in your Dropbox!
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YouTube
Creating A Channel
To create a YouTube Channel (account), simply go to http://www.youtube.com and click the Sign In link in
the top right corner.
If you have a Google (Gmail) account, you can use that to sign in
to YouTube—no new username or password needed! If you do
not already have a Google account, you’ll need to create one in
order to use YouTube. Click on the Create an Account button to
do that.
Managing Your Channel
Click on your name in the top right corner of the screen and click My Channel to view your YouTube Chan-
nel. On this page, you can click Channel Settings to edit the appearance, Analytics to see how many people
have viewed each of your videos, and Video Manager to edit and rearrange all of your uploaded videos.
Add any video which has been uploaded to YouTube to one of your playlists using the Add To tab beneath
the video.
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Instanet Forms & Authentisign
Creating a transaction kit
Log in to NorthstarMLS at
http://matrix.northstarmls.com using your NRDS ID
and password. Contact the NorthstarMLS help desk
at 651-251-5456 if you are not able to log in. Click on
Instanet Forms in the External Links box.
Be sure that you are using TransactionDesk Lite. This
interface has the same functions as TransactionDesk
Pro but is much easier to navigate. If you are in TransactionDesk Lite, the navigation buttons will be
blue:
TransactionDesk Pro’s navigation buttons are orange. Click on the TransactionDesk Lite button in the
top right corner to change interfaces:
13
Instanet Forms & Authentisign, continued
Click on Transactions to view your existing transaction kits. To create a new
transaction kit, select “Create New Transaction File” from the “I would like to”
dropdown and click the blue arrow:
Follow the on-screen prompts and enter information about the transaction. At
this point, you can also import forms from a Transaction Template, several of
which RE/MAX Results has put together:
Click Save to add more details to the transaction. This will include the property information (address, school
district, year built, etc), listing information (list price, mortgage balances, etc), purchase information (earnest
money, purchase price, etc), and transaction dates (list date, offer expiration date, closing date, etc.) Once
you have filled in all of the details, click the Save button in the top right corner, then move on to the Contacts
tab.
Using the “I would like to” dropdown again, add each transaction contact (seller, buyer, seller’s agent,
buyer’s agent, etc.) This information will auto-populate in your forms and will carry over to Authentisign.
Once all contacts have been added, click the Save button in the top right corner and move on to the Forms
tab. If you have used a transaction template, your forms will all be listed here. You can add forms using the
“I would like to” dropdown.
*TIP! If you add any new forms, select “Auto Populate All Forms” from the “I would like to” dropdown and
click the blue arrow. This will fill in each new form that you added using the information in the Details and
Contacts tab of the transaction.
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Instanet Forms & Authentisign, continued
Using the “I would like to” dropdown, you can select multiple forms and save them to
your computer as PDFs.
Click on any form to make changes to it. Make sure you click the SAVE button in the
File menu as often as possible so you don’t lose your changes!
Click the Exit (or Exit Form Editor) button in the File menu to return to the list of forms.
Once your forms are
ready to be signed,
click on the
Authentisign tab. All
information from the
Details, Contacts,
and Forms tabs will
be brought in to the
Authentisign system.
Follow the steps in
the wizard to send
the forms to any
individual who will
need to sign.
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Websites to check out:
http://www.inmannext.com—Articles on Social Media, Tech & Gadgets, and Mobile
http://www.quora.com—Online Q&A page: real estate is a hot topic on this site!
http://buyersguide.macrumors.com—Thinking of buying a new Apple product? Check this guide first to see if
it’s worth waiting for the new one to come out!
http://www.pinterest.com—The latest social media trend; users compile things they find interesting by
“pinning” them to their pinboards. This is mainly a social place: it’s a great resource for recipes, home tips,
crafts, and beauty tips.
http://www.resultstraining.net—RE/MAX Results Training Calendar: check this often to sign up for upcoming
training sessions.
http://www.resultsvideos.net—RE/MAX Results Training Videos: if you miss a session in person, the video
will often be posted here.
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Training and Support Provided By:
Jessica Hayes, Technology Trainer 952-942-4741 [email protected]
IT Department
Kevin White, IT Manager 952-829-3827 [email protected]
Technical Support Staff: 952-829-3829 [email protected]
Jon Wright, Lead Field Technician & Help Desk Support
Jarrod Silver, Field Technician & Help Desk Support
Grant Borden, Help Desk Support