Eedge 101 Training Guide - V1.3

eEdge101 Training Guide
Table of Contents
(Click on a lesson to jump to it.)
Lesson1:WhatiseEdge?
WhatIseEdge?.........................................................................................................................................2
YoureEdgeControlPanel.........................................................................................................................4
IfYouNeedHelp.......................................................................................................................................5
FiveDailyeEdgeActions...........................................................................................................................6
Lesson2:ActivatingeEdge
ActivatingeEdge.......................................................................................................................................2
eEdgeforTeams.......................................................................................................................................7
Lesson3:eEdgeSetup
Lesson3:eEdgeSetup..................................................................................................................................8
YoureEdgeWebsite..................................................................................................................................2
HomePage............................................................................................................................................2
BuyPage................................................................................................................................................3
SellPage................................................................................................................................................3
MovePage............................................................................................................................................4
MeetPage.............................................................................................................................................4
ContactPage.........................................................................................................................................5
CaptureMoreLeads..................................................................................................................................5
AccesstheAdminPage.............................................................................................................................5
YourWebsiteSettings...............................................................................................................................6
YourEmailSettings.................................................................................................................................15
v1.3 2011 Keller Williams Realty, Inc.
Page 2
Lesson4:myLeads
HowLeadsAreRoutedtoYou..................................................................................................................2
LeadNotifications.....................................................................................................................................3
ThemyLeadsDashboard...........................................................................................................................4
RespondingtoLeads.................................................................................................................................5
Lesson5:myContacts
YourmyContactsDashboard....................................................................................................................3
ImportingContacts...................................................................................................................................4
ToimportcontactsusingtheEasyWizard(OutlookorTopProducer)................................................5
Toimportcontactsusingatemplate(MyRedToolsorothersystem)................................................7
CheckingtheStatusofYourImportJob..................................................................................................11
AddingContactsManually......................................................................................................................13
FilteringandSortingYourDatabase.......................................................................................................15
ViewingContactRecords........................................................................................................................16
SendingSeller'sReports..........................................................................................................................18
CreatingGroups......................................................................................................................................20
AddingorRemovingaContactfromaGroup.........................................................................................22
Lesson6:myEmail
Introduction..............................................................................................................................................2
AccessingmyEmail....................................................................................................................................2
Page 3
Lesson7:myMarketing
SetupofmyMarketing..............................................................................................................................2
CampaignsandPresentationsAvailable...................................................................................................5
CustomizinganEmailCampaign...............................................................................................................8
LaunchinganEmailCampaign................................................................................................................14
LaunchingaPrintCampaign....................................................................................................................15
ReviewingCampaignsYou'veSetUp......................................................................................................16
AddingorRemovingPeoplefromaCampaign.......................................................................................18
PreparingforaListingAppointmentorBuyerConsultation..................................................................19
MarketingYourListings..........................................................................................................................22
Lesson8:myTransactions
ThemyTransactionsRollout......................................................................................................................2
WhatismyTransactions?..........................................................................................................................2
myTransactionsSupport...........................................................................................................................2
ActivatingmyTransactions........................................................................................................................2
TheeEdgeControlPanel...........................................................................................................................4
ThemyTransactionsDashboard................................................................................................................5
HowtoCreateaLoop...............................................................................................................................7
Completingforms...................................................................................................................................13
ReviewingLoopForms............................................................................................................................15
YourClientsmyTransactionsExperience...............................................................................................20
InvitingaCoOpAgent............................................................................................................................26
TheRevisionProcess...............................................................................................................................29
JumpingInandJumpingOut...............................................................................................................31
AddingAttachments...............................................................................................................................31
SubmittingforReview.............................................................................................................................35
YourmyTransactionsAccountSettings...................................................................................................37
Page 4
Lesson9:AdvancedmyTransactions
FormSetsandTemplates..........................................................................................................................2
AdditionalLoopTypes...............................................................................................................................3
MoreOptions............................................................................................................................................3
OfferLoops................................................................................................................................................4
RequestingElectronicOffers....................................................................................................................5
CreatinganOfferLoop..............................................................................................................................7
Page 5
Page 6
Lesson 1: What Is eEdge?
Edition1
Revision3
Lesson1:WhatIseEdge?
Lesson1Contents
WhatIseEdge?.........................................................................................................................................2
YoureEdgeControlPanel.........................................................................................................................4
IfYouNeedHelp.......................................................................................................................................5
FiveDailyeEdgeActions...........................................................................................................................6
Lesson 1, Page 1
Lesson1:WhatIseEdge?
What Is eEdge?
eEdgeistherealestateindustrysfirstandonlyCOMPLETEleadtocloseagentbusinesssolution
availableexclusivelytoKellerWilliamsassociates.Itincludesleadmanagementandroutingcapabilities,
fullcontactmanagement,aprofessionalmarketinglibrary,andatruepaperlesstransactionsystemall
inoneintegrated,efficiencyincreasingpackage.
Itisasingleintegratedsystemthatdoesbusinessthewayyoudobusiness.
Lesson 1, Page 2
Thetrianglebelowrepresentsyourrealestatebusiness.AtthecoreofyourbusinessismyContacts,which
isfedbymyLeads.LeadsarethencultivatedbymyMarketingandclosedthroughmyTransactions,allowing
youtoleverageyourtimeandfocusonwhatmattersmost.FromTheMillionaireRealEstateAgent,you
knowthatyourbusinessisyourdatabase.SoeverythingyoudoiscenteredaroundmyContacts.
Lesson 1, Page 3
Your eEdge Control Panel

Eachday,logintomykw.kw.com.Onthehomepage,you'llseeyoureEdgeControlPanel.
YouhavesimplebuttoncontrolslinkingtothemodulesofeEdge.Prominentlydisplayedalertsindicate
necessaryactions.So,forexample,themyLeadsiconwillnotifyyouofanynewleadscaptured,the
myMarketingiconwillpromptyoutopreparemarketingmaterialsfornewlistings,andthe
myTransactionsiconwilldisplayanyactionsrequiredduringthecontractprocess.Fromyourcontrol
panel,youalwayshavedirectaccessstraightintoyourcontactsandemail.
ImportantNote:myTransactionsisrollingoutregionally.ToseewhenyourRegionisscheduledtogo
live,visittheeEdgepageonmykw.kw.com.
Lesson 1, Page 4
EachoftheeEdgemodulesisintegratedwiththeothers.So,forexample,whenyoucreatemarketing
materialforalisting,theinformationisautomaticallyprepopulatedfrommyContacts.FrommyContacts,
youcanopenupthecurrentetransactionrightfromthecontactrecordinoneclick.Nomatterwhere
youareintheeEdgesystem,youwillalsoalwaysfindeasyaccesstoanyothereEdgemodulethrough
thetoptoolbar.
If You Need Help

AsyoulearntheeEdgesystem,eEdgeSupportisalwaysheretohelp!Youllfindeasylinkstoresources,
training,andlivesupportonanyscreenofeEdge.
Lesson 1, Page 5
Five Daily eEdge Actions

TheresalotoffunctionalityineEdgethatyoucantakeadvantageof!Butgetstartedquicklyeachday
bycompletingtheFiveDailyeEdgeActions:
1. LogintoyoureEdgeaccounteverymorningandevening.
2. Respondtonewleadsandupdatetheirstatus.
3. Replytonewemailfromcontacts.DontforgettocheckyourWebmailtoo!
4. Takeactiononcurrentreminders!Besuretosetupfuturereminders!
5. Prepareanymarketingmaterialfornewlistingsorlistingappointments.
And,onceyoulaunchmyTransactionsinyourRegion,theresasixth!
6. CheckmyTransactionsandaddressanynotifications.
Lesson 1, Page 6
Lesson 2: Activating eEdge
Edition1
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Lesson2Contents
ActivatingeEdge.......................................................................................................................................2
eEdgeforTeams.......................................................................................................................................7
Lesson 2, Page 1
Activating eEdge
Areyouonateam?Ifso,youwillhaveuniqueconsiderations.Beforeanymembersofthe
teamactivatetheiraccount,itiscriticaltoreviewtheteamoptionsattheendofthislesson.
Congratulations!You'rereadytogetstartedineEdge.First,youllneedtoactivateyouraccount.
1. Logintomykw.kw.com.ClickActivateeEdgeNow!
Lesson 2, Page 2
2. Now,clickGetStartedwitheEdge.Ifyouareonateam,decidefirstwhichoptionwillbestsuit
yourteamsneeds.IfyouselectClickHereundertheoptionsforalargerteam,youwillbe
shownmoreinformationonRealtyGenerator.
Lesson 2, Page 3
3. ClickContinuewitheEdgeSetup.Ifyouchoose,youmayalsotakeadvantageoftheaddons
MarketLeaderoffersintheProfessionalEditionorwithRealtyGenerator.Thisisnotrequired
andyoumayalwayschoosethesystemaddonsatalaterdate.
Lesson 2, Page 4
4. Completeallrequiredinformation.IntheContractingPartyfield,enteryourownname.
Lesson 2, Page 5
5. Completeyourwebsitesetup.YoureEdgewebsiteservesasanadditionalleadsourceand
capturesystemforyou.Youarealsoprovidedwithanemailaddressthatwillallowyouto
trackallcorrespondenceswithintheeEdgesystem(formore,seesubsequentlessons).
a) Entertheprimaryzipcodeinwhichyouconductbusiness.
b) DecideyoureEdgesubdomain.ThiswillbethelinkforyoureEdgewebsite.Besureyou
DONOTenterwwworhttpintothefield.
c) WhatyoudecideforyoureEdgesubdomainwillalsobeyoureEdgeemailaddress.
d) ClickFinishSetup.
.kwrealty..com
@kwrealty com
Congratulations!You'renowreadytobeginusingeEdge!
Lesson 2, Page 6
eEdge for Teams

eEdgeforTeamswillbedeliveredlaterthisyearandwillprovideashareddatabaseforusers.
Inthemeantime,teammembersthatactivateindividuallywillhavetheoptiontocombinetheir
databasesseamlesslyonceeEdgeforTeamsisreleased.
TwoPersonTeam
Option1
EachteammemberactivatedeEdgeasanindividualagent.Youwillhavetheoptiontocombine
thedatabases,ifdesired,wheneEdgeforTeamslauncheslaterthisyear.
Option2
OneagentactivateseEdgeandsharesaccount(twoMLSIDsallowed).
TeamsofThreeorMoreAgents
Option1
AllagentsonateamcanactivateseparateeEdgeaccounts(convertedtoanewsolutionwhen
available).
Option2
TheleadagentcanactivatetheireEdgeaccounttolearnthesystem(withothermembersjoining
later).
Additionally,teamslookingforacompleteleadmanagementandteamaccountabilitysolution
cansignupforRealtyGenerator.RealtyGeneratoriscurrentlybeingusedby350plusKWteams,
isintegratedwitheEdge,andisavailableatanexclusivediscount($500monthsavings)forKW.
ContactMarketLeaderat(800)9850469formoreinformation.
Lesson 2, Page 7
Lesson 3: eEdge Setup
Edition1
Revision3
Lesson3:eEdgeSetup
Lesson3Contents
YoureEdgeWebsite..................................................................................................................................2
HomePage............................................................................................................................................2
BuyPage................................................................................................................................................3
SellPage................................................................................................................................................3
MovePage............................................................................................................................................4
MeetPage.............................................................................................................................................4
ContactPage.........................................................................................................................................5
CaptureMoreLeads..................................................................................................................................5
AccesstheAdminPage.............................................................................................................................5
YourWebsiteSettings...............................................................................................................................6
YourEmailSettings.................................................................................................................................15
Lesson 3, Page 1
Lesson3:eEdgeSetup
Your eEdge Website

WithyoureEdgeaccountcomesanewwebsite.AsyousawduringtheeEdgeactivationprocess,theURL
formatishttp://yoursubdomain.kwrealty.com.ThisnewwebsitedoesnotreplaceyoureAgentCsite;it
servesasanadditionalleadcapturesourceforyou.Thinkofthisasyournichesiteforbuyers,tohelp
youcastawidernet.
Thebestpartisthatitsextremelysimpletosetupandrequiresnomaintenance.Itsalsosearchengine
optimized,whichmeans,forexample,whenconsumersuseGoogletosearchforpropertiesintheir
area,yoursitewillrankhigherinthesearchresults.
InlateAprilofthisyear,wellbeaddingIDXforeEdgewebsites.Untilthen,yourprimaryIDXsolutionis
stilleAgentCwithWolfNetIDX.
HomePage
ShownbelowisanexampleofaneEdgewebsitesHomePage.
Lesson 3, Page 2
Lesson3:eEdgeSetup
BuyPage
OntheBuyPage,consumerscaneasilysearchforhomesthatmeettheircriteria.Consumersmayview
onepropertybeforetheyarepromptedtoregisteronyoursite.Theywillberequiredtoregisterin
ordertoviewmoreproperties.
SellPage
TheSellPagecontainsaformthroughwhichconsumersmayrequestacustomevaluationfromyou.By
completingthisform,theyllregisteronyoursiteandyoullbenotifiedimmediatelyoftheirrequest.
Lesson 3, Page 3
Lesson3:eEdgeSetup
MovePage
TheMovePageisautomaticallypopulatedwithamapandlinkstositeswithrelocationandschool
informationforthecommunitiesyouserve.
MeetPage
UsetheMeetPagetoexplainwhatmakesyoustandoutfromotheragentsinthecommunity.Thispage
alsoincludesamapshowingthelocationofyourMarketCenter.
Lesson 3, Page 4
Lesson3:eEdgeSetup
ContactPage
Finally,theContactPageprovidesanemailformforconsumerswhowanttoreachyou.
Capture More Leads

Noticethateverypagehasaleadcaptureopportunitybyofferingconsumerareasontoregisteronyour
site.MarketLeaderhasextensivelytestedthiswebsitedesignwithitsprepopulatedtext,anditsbeen
wellproventosuccessfullycaptureleads.
Access the Admin Page

BeforeyougetstartedineEdge,setyouradministrativesettingsproperlytoensureyourleadsare
directedtoyou.Toaccessyouradminsettings:
1. ClickViewContactsundermyContactsonyourcontrolpanel.
Lesson 3, Page 5
Lesson3:eEdgeSetup
2. OnthemyContactsdashboard,youllseeyourAdminsettingsinthelefthandnavigationpane.
ClicktheWebsitelink.
Your Website Settings

YoureEdgewebsiteisreadytogowithjustafewsmallupdates!
1. Thereareseveralareasofinformationthatyoullupdatetosetupyourwebsite.Atanytime,
youcanpreviewyourwebsitebyclickingtheViewyourwebsitelink.Dothisoftenasyoumake
changessoyoucanseehowtheyaffectyoursite.
Lesson 3, Page 6
Lesson3:eEdgeSetup
2. UnderGeneralInfo,ensureyourofficeinformationiscorrect.
3. Updateyourtimezone(ifyouarenotinthePacifictimezone).
a)UnderGeneralInfo,clickEdit.
Lesson 3, Page 7
Lesson3:eEdgeSetup
b)ChoosethecorrecttimezoneandclickSave.
4. Next,clickProfileInfofromthelistofwebsitesettings.Allofyourprofileinformationispulled
fromWhitePages,whichistheinformationusedtoensurethatanyreferralssenttoyouare
successfullydelivered.IfanythingneedstobeupdatedhereineEdge,youshouldalsoupdate
yourWhitePagesprofiletoensureyoudontmissanyreferrals.
a) ClickEdit.
Lesson 3, Page 8
Lesson3:eEdgeSetup
b) Edityournameifnecessary.
c) Addyourcellphonenumber.
d) Youdonotneedtoedityourloginorpassword.
e) AddyourAgentMLSID.ThiswillensureyoureEdgewebsiteproperlydisplaysyourlistings
fromtheKellerWilliamsListingSystem.Ifyouarepartofatwomemberteam,youmayadd
twoMLSIDstopullbothofyourlistings.
YourAgentMLSIDisthesameasyourAssociateID,foundinyourKWWhitePagesprofile.If
youarenotsurehowtofindthis,skiptoStep5.
ImportantNote:Inthenearfuture,thisfieldwillbeautomaticallyfilledinforyou.
f)
Enteranyadditionalinformationaboutyourselftodisplayonyourwebsite.
g) Edityourbio.
h) Addanyawardsyoudlikedisplayedonyourwebsite.
i)
Addyourphoto.
b. Editnameifnecessary
c.Addcellphone
d.Youdonotneedtoedit
yourloginorpassword
e.Add AgentMLSID
f.Addanyadditionalinfo.Thisappearsatthevery
bottomofeachpageonyourwebsite.
i.Addyourphoto.
Thisappearson
everypageofyour
website.
g.Edityourbioasnecessary.Thisappearsonthe
MeetPageofyourwebsite.
h.Addanyawards.ThisappearsontheMeetPage
ofyourwebsite.
Lesson 3, Page 9
Lesson3:eEdgeSetup
5. IfyoualreadyhaveyourAssociateID,skiptoStep6.Otherwise,followthesesteps:
a. GotothemyKWhomepageandclicktheEditMyProfilelinkunderneathyour
profilepicture.
b. Thiswillbringyoutoasummaryofyourcontactinformation.Clickeditatthe
topoftheMyKWInfocolumn.
Lesson 3, Page 10
Lesson3:eEdgeSetup
c. ThiswilldisplayyourassociateinformationintheKWWhitePages.Your
AssociateIDislocatedunderneathyourusername.Youcancopyandpastethis
IDnumberintotheMLSIDfieldintheeEdgeWebsiteProfileInfo.
6. UpdatetheMainText,ifdesired.
Thistextappearsonyour
websitesHomePage.
7. UpdatetheSellText,ifdesired.
Thistextappearsonyour
websitesSellPage.
Lesson 3, Page 11
Lesson3:eEdgeSetup
8. ClickSiteImagestoaddasitebannerimageandagencylogo.
TheSiteBannerappearson
yourHomePage.
TheAgencyLogoappearson
everypageofyoursite.
9. ClickAlertstospecifyhowyouwillbenotifiedwheneveryoureceiveanewleadora
newemailmessagethroughthesystem.
a) Enterthecellphonenumberandemailyouwantalertssentto.Youmaychooseup
tothreeplacestosendalerts.
b) ClickAddafteryouenterthephonenumberoremailaddressforeachalert.
Lesson 3, Page 12
Lesson3:eEdgeSetup
10. AddyourCommunitiesServed.
a) ClickCommunitiesServedandAddCommunity.
b) EnterthenameofyourcommunityandclickContinue.
c) EnterazipcodeandclickAddZip/PostalCode.Repeatifyouwanttoadd
multiplezipcodes.
Lesson 3, Page 13
Lesson3:eEdgeSetup
d) Ifyoudliketoindicatethecenterofthiscommunityonthemap,clickanddrag
theredpushpintothatlocation,andclickAddCenter.
e) Finally,youcanincludealinktoacommunitysite.Todothis,either:
i. ClickCreateURLandallowthesystemtoautomaticallyfindasite.
ii. EntertheURLofyourchoiceintotheCommunityInfoURLfield.
ClickDonewhenyouarefinished.
Lesson 3, Page 14
Lesson3:eEdgeSetup
11. ClickListingAddresstocontrolwhetherornotpropertyaddressesaredisplayedfor
listingsonyourwebsite.
Youllnoticeafewitemsinthelistofwebsitesettingsthatwerenotcovered.Thoseare
enhancedwebsitefeaturesthatareavailablewithMarketLeaderProfessionalEdition.
Your Email Settings

Asyousawduringtheactivationprocess,youreEdgeaccountcomeswithanadditionalemailaddress,
whichwillbeformattedasyoursubdomain@kwrealty.com.
Anyleadswhoregisteronyoursitewillreceivetheirinitialsystemgeneratedwelcomeemailfromthis
address.Anytimeyouorthesystemusesthisemailaddresstocommunicatewithoneofyourleadsor
contacts,themessagessentandreceivedaretrackedinthemyEmailmoduleofeEdge.
Weencourageyoutousethisaddresswhencorrespondingwithleads,orwithanycontactsforwhom
youwanttokeepacorrespondencehistoryinyoureEdgedatabase.
Lesson 3, Page 15
Lesson3:eEdgeSetup
1. ClicktheEmailtabtoaccessyouremailsettings.
2. eEdgeincludesabuiltinListingAlertCampaigntoencourageyourleadsandcontactsto
signupforlistingalerts.Youcancustomizethemessagesthatwillbesentat2weeks,1
monthand3monthstocontactsinyourdatabasethatarenotsignedupforemailalerts
(withtheexceptionofthosewhoaremarkedwithHot,Sold,orTrashstatus).
Lesson 3, Page 16
Lesson3:eEdgeSetup
3. EmailSignatureallowsyoutocustomizetheemailsignaturethatwillbeincludedonany
emailsautomaticallygeneratedfromthesystem.Changeyouremailsignature,if
desired,andclickSave.
YourTurn!
Updateyourwebsitesettingsnow.
Viewyourwebsiteregularlyasyouadjustyoursettings,
soyoucanseetheeffectofyourupdates.
Lesson 3, Page 17
Lesson 4: myLeads
Edition1
Revision3
Lesson4:myLeads
Lesson4Contents
HowLeadsAreRoutedtoYou..................................................................................................................2
LeadNotifications.....................................................................................................................................3
ThemyLeadsDashboard...........................................................................................................................4
v1.32011KellerWilliamsRealty,Inc.
Lesson 4, Page 1
Lesson4:myLeads
How Leads Are Routed to You

LeadscomeintoyoureEdgecontrolpanelfromanumberofdifferentsources.Youwillreceiveleads
fromyoureAgentCwebsiteandyoureEdgewebsite.Youwillalsoreceiveleadsfromthefortyplus
additionaleAgentCsources.TheseincludeallthesitesthattheKWLSsyndicates:
Lesson 4, Page 2
Lesson4:myLeads
Lead Notifications
Youmaybenotifiedofnewleadsinthreeways:
1. ThroughthecontrolpanelundermyLeads
2. Byemail(ifyouhaveoptedintoemailalerts)
3. Bytextmessage(ifyouhaveoptedintotextmessagealerts).
ImportantNote:Forinstructionsonoptingintoemailor
textalerts,seeLesson3oneEdgeSetup.
Lesson 4, Page 3
Lesson4:myLeads
The myLeads Dashboard

1. ClickNewLeadonyoureEdgecontrolpaneltoaccessthemyLeadsdashboard.
2. Newleadsthatrequireactionarelistedatthetop.Asummaryoftheinformationcollectedat
leadcaptureisincluded.
Lesson 4, Page 4
Lesson4:myLeads
3. NotethatrightonyourmyLeadsdashboard,youalsohaveaccesstoyourrecentmessagesfrom
contactsandanycurrentreminders.
Responding to Leads
1. Theinstantaleadregisters,heorsheissentanimmediatenotificationemailandyouare
notified.
2. Clicktheleadsnametoinitiatecontact.
Lesson 4, Page 5
Lesson4:myLeads
3. ClickOpentheICWtolaunchtheInitialContactWizard(ICW).
4. Iftheleadhasprovidedaphonenumber,theICWgivesyouascriptandpromptsyoutorecord
thecalloutcome.
Lesson 4, Page 6
Lesson4:myLeads
5. Youarepromptedtosetareminderforfollowup.
6. Iftheleadhasprovidedonlyanemailaddress,theICWwillpromptyoutosendanemail.
Lesson 4, Page 7
Lesson4:myLeads
7. Besuretochangethestatusafteryoucontactthelead.Ifyoudonotcontactaleadwithin
twelvehours,eEdgewillautomaticallysendthemanemail.eEdgewillnotautomaticallychange
aleadsstatusthatisonlydonebyyou.
8. Ifyoucannotservicealeadyourself,youmaychoosetotransferit.
9. YoullnownoticethattheleadsyoucontactedarenolongerinyourmyLeadsdashboard;they
havebeenmovedtomyContacts.
YourTurn!
1.GotoyoureEdgewebsite.
2.Registeryourselfasasellerleadwithyourpersonalemailaddress.
3.Accessthenotificationviayouremailortext.
4.ClickontheleadandgothroughtheICWprocess.
Lesson 4, Page 8
Lesson 5: myContacts
Edition1
Revision3
Lesson5:myContacts
Lesson5Contents
YourmyContactsDashboard....................................................................................................................3
ImportingContacts...................................................................................................................................4
ToimportcontactsusingtheEasyWizard(OutlookorTopProducer)................................................5
Toimportcontactsusingatemplate(MyRedToolsorothersystem)................................................7
CheckingtheStatusofYourImportJob..................................................................................................11
AddingContactsManually......................................................................................................................13
FilteringandSortingYourDatabase.......................................................................................................15
ViewingContactRecords........................................................................................................................16
SendingSeller'sReports..........................................................................................................................18
CreatingGroups......................................................................................................................................20
AddingorRemovingaContactfromaGroup.........................................................................................22
Lesson 5, Page 2
Lesson5:myContacts
Your myContacts Dashboard

1. Logintomykw.kw.comandclickmyContacts>ViewContactsontheeEdgecontrolpanel.
2. ThiswillbringyoutoyourContactsdashboard,whichlistsallcontactsinyourdatabase.
Lesson 5, Page 3
Lesson5:myContacts
Importing Contacts
YoucanaddagroupofcontactsintoeEdgebyqueuingthemforimport.Welloutlinetwowaysofdoing
thisbywayoftheeEdgeEasyWizardandbyuseofacontactimporttemplate.
BeforedoingabulkimportintoeEdge,taketimetocleanupyourcurrentdatabasesoyouhavethe
cleanest,mosteffectivebookofbusinesspossible.ContinueusinganyexistingContactManagement
SystemasyoubecomefamiliarwiththeeEdgesystem.Newleadswillbefunnelingintohelpyouget
usedtoworkingineEdge.
ImportantNotes:
Youmayincludeupto10,000rowspercontactfilethatyouimport.Youmayimportasmany
filesperdayasyouwish.Pleasenote,however,thatinordertopreventtheimportwizard
systemfromoverloading,allimportfilesregardlessofsizeornumberofrecordswillbeput
intoaqueuetobeimported.
Werecommenduploadingyourcontactsingroups(e.g.,sellers,firsttimehomebuyers,newto
area,etc.)asyougetstartedineEdge.Thiswillallowforasmoothtransitionintothesystem.
Whenpreparingyourcontactfiletobeimported,pleasenotethatfirstname,lastname,and
emailaddressORphysicaladdressarerequired.Forexample,ifyouhaveacontactwithoutan
emailaddresstoimport,thecontactmusthaveaphysicaladdress.Contactsthataremissing
bothanemailaddressandaphysicaladdresscannotbeimported.
eEdgewillnotallowmorethanonecontactwiththesameemailaddress,sobesurethateach
emailaddressyouimportisunique.
IfyouareimportingcontactsfromOutlook2007orTopProducer,youcanusetheeEdgeEasy
Wizard.Seepage45forinstructions.
IfyouareimportingcontactsfromMyRedToolsoranyotherContactManagementSystem,
youllfirstorganizeyourcontactfileintoaspecificformat,usingatemplate.Seepage47for
instructions.
Ifyouencounterissueswhileimportingyourcontacts,contacteEdgeSupportbyclickingHelpand
SupportinthetoprightcornerfromanywherewithintheeEdgesystem.
Lesson 5, Page 4
Lesson5:myContacts
ToimportcontactsusingtheEasyWizard(OutlookorTopProducer)
1. ExportyourcontactsfromOutlookorTopProducerintoaCSV(CommaSeparatedValues)file.
Theprocessfordoingsowillvarydependingonthesystemyouareusing.Refertoyoursystems
documentationforthehowto.
ImportantNotes:
Usethedefaultfieldmappinganddonotadd,edit,ordeleteanycolumnsorcolumnheaders
inthefile.Youmayupdatethedataintherowsthatcontaincontactinformation,ifdesired.
Pleasereviewthefileforcontactinformationaccuracybeforeimporting.
TopProducer8iprovidestwoavailableexportfileformatsthatcanbeimportedintoeEdge
ContactrecordandalladdressesandcommunicationsORContactrecordandall
associateditems.Pleaseexportyourcontactsinoneoftheseformats.
2. ClickImport/ExportonthemyContactsdashboard.
Lesson 5, Page 5
Lesson5:myContacts
3. OntheContacts>Importscreen,completethefollowingbyselectingfromthedropdowns:
Step1:(optional)Assignagrouptothecontactsyouareabouttoimport.Thisrequiresthat
youhavecreatedoneormoregroupsusingtheManageGroupsfeature.Seepage59for
instructionsoncreatinggroups.
Step2:EnsurethatthecontactstatusissettoActive(oranystatusotherthanLead)to
preventeEdgefromtreatingthecontactsyouimportasleads,andsubsequentlysendingthe
automaticemailaftertwelvehours.
Step3:SelecteitherOutlook2007CSVorTopProducer8iastheimportfiletype.
4. ClickBrowseandnavigatetotheCSVfileyouexportedfromyourContactManagementSystem.
5. ClickImporttoqueueyourcontactsforimport.
Lesson 5, Page 6
Lesson5:myContacts
6.
YouwillimmediatelyreceiveanInformationorErrormessage,lettingyouknowthestatus
ofyourimportrequest.
IfyoureceiveanInformationmessage,yourcontactsarewaitinginaqueuetobe
imported.Thetimeittakesforyourcontactstoimportwillvarydependingonthesize
andnumberofrowsinyourCSVfile.
ExampleofInformationmessage:
IfyoureceiveanErrormessage,contacteEdgeSupportforassistanceifyouare
unabletoresolvetheerroronyourown.Themostcommonerrorsoccurbecauseofthe
following:
o
TheCSVfiledoesnotincludeallrequiredcolumnsand/ordata.
ColumnsarenotinproperorderintheCSVfile.
ExamplesofErrormessages:
Toimportcontactsusingatemplate(MyRedToolsorothersystem)
1. ExportyourcontactsfromMyRedToolsoranotherContactManagementSystemintoaCSV
(CommaSeparatedValues)file.Theprocessfordoingsowillvarydependingonthesystemyou
areusing.Refertoyoursystemsdocumentationforthehowto.
2. DownloadtheappropriateimporttemplateforyourfilefromKWConnect.
a. Gotohttp://kwconnect.kw.com/connect.
b. ClickAgentsontheKWConnecttoolbar.
Lesson 5, Page 7
Lesson5:myContacts
c. ClickeEdgeunderTechnologyTrainingontheAgentpage.
d. ScrolldowntoeEdgeImportTemplatesandclicktheappropriatetemplateforyour
contactfiletype.
e. SavethetemplatefiletoyourDesktop.
f.
InExcel,openthetemplatefilethatyoudownloadedfromKWConnect.
3. YouwillcopythedatafromtheCSVfilethatyouexportedfromyoursystemintothetemplate.
However,itisimportantthatyoudonotremoveoraddanycolumnstothetemplate,andyou
shouldnotrenameanycolumns;thestructureofthetemplatefilemustremainintact.
a. InExcel,opentheCSVfilewithyourcontactsthatyouexportedfromyoursystem.Youwill
nowhavetwoExcelfilesopen.
Exampleoftemplate(left)andyourcontactfile(right)sidebysideinExcel:
Lesson 5, Page 8
Lesson5:myContacts
b. Copyeachcolumnofdatafromyourcontactfileandpasteintothecorrespondingcolumnin
thetemplate,onecolumnatatime.Besureyoudonotremoveanycolumnsfromthe
templatefile,eveniftheydonotcontainanydata.
c. Whenyouhavecopiedallofyourdata,savethetemplatefile.Thisisthefilethatyouwill
importintoeEdge.
4. ClickImport/ExportinthemyContactsdashboard.
5. OntheContacts>Importscreen,completethefollowingbyselectingfromthedropdowns:
Step1:(optional)Assignagrouptothecontactsyouareabouttoimport.Thisrequiresthat
youhavecreatedoneormoregroupsusingtheManageGroupsfeature.Seepage20for
instructionsoncreatinggroups.
Step2:EnsurethatthecontactstatusissettoActive(oranystatusotherthanLead)to
preventeEdgefromtreatingthecontactsyouimportasleads,andsubsequentlysendingthe
automaticemailaftertwelvehours.
Lesson 5, Page 9
Lesson5:myContacts
Step3:SelecteitherCustomCSVorMyRedToolsastheimportfiletype.
6. ClickBrowseandnavigatetothetemplatefilesavedonyourDesktop.
7. ChooseyourCSVfileandclickImport.
Lesson 5, Page 10
Lesson5:myContacts
8. YoullimmediatelyreceiveanInformationorErrormessage,lettingyouknowthestatusofyour
importrequest.
IfyoureceiveanInformationmessage,yourcontactsarewaitinginaqueuetobe
imported.Thetimeittakesforyourcontactstoimportwillvary,dependingonthesizeof
yourCSVfile.
ExampleofInformationmessage:
IfyoureceiveanErrormessage,contacteEdgeSupportforassistanceifyouare
unabletoresolvetheerroronyourown.Themostcommonerrorsoccurbecauseofthe
following:
o
TheCSVfiledoesnotincludeallrequiredcolumnsand/ordata.
ColumnsarenotinproperorderintheCSVfile.
ExamplesofErrormessages:
Checking the Status of Your Import Job

Ifyourcontactsweresuccessfullyqueuedforimport,youcancheckthestatusofyourrequestby
clickingImport/ExportandlookingattheImportedJobssection.
Lesson 5, Page 11
Lesson5:myContacts
Ifanyofyourcontactsfailtoimport,thiswillbeindicatedintheImportedJobssection.
1.
ClickthenumberunderFailedtoseethereasonforthefailure.
2. AnImportErrorReportwilllistthecontactsthatdidnotimportandthespecificerror(s).
YourTurn!
1. Choosetencontactsfromyourcurrentsystem.
2. FollowthedirectionsinthislessontoimportthemintoeEdge.Ifyou
getstuck,contacteEdgeSupport.
Lesson 5, Page 12
Lesson5:myContacts
Adding Contacts Manually

Inadditiontoimportinggroupsofcontacts,youcanalsoaddcontactsoneatatime,asyoumeetthem.
1. FromthemyContactsdashboard,clickAddContact.
2. IntheContacts>AddaContactwindow,filloutthepersonscontactinformation.
ImportantNotes:
Foreachcontactyouadd,firstname,lastnameandemailaddressorphysicaladdressis
required.
Eachcontactmusthaveauniqueemailaddress;eEdgewillnotallowmorethanonecontact
withthesameemailaddress.
Lesson 5, Page 13
Lesson5:myContacts
Thereareseveralstatuscategoriesyoucanchoosefrom.Werecommendthefollowing:
LeadLeadswhovejustregistered;youhavenotrespondedtothemyet
RetryContactsyouretryingtoengage
ActiveContactswhoarejustlookingbutareinteractive
InactiveContactswhoarenotcurrentlylookingtobuy
HotContactswhoarereadytobuy/sellnow
SoldContactsyouhavejustclosed
TrashContactswhowishtobeunsubscribed(thereisnodeleteoption)
YourTurn!
Createthreecontactrecords.
Lesson 5, Page 14
Lesson5:myContacts
Filtering and Sorting Your Database

Onceyouhaveimportedoraddedyourcontacts,youmayviewtheminyourmyContactsdatabase.
1. TofilterbyStatusorGroups,clickthedropdownandchoosethecategoryyouwanttofilter
by.Toviewallofyourcontacts,selectAllfromtheStatusdropdown.myContactsincludes
severalstatustypes:Lead,Retry,Active,Inactive,Hot,Sold,andTrash.
2. Youmayalsosortbyanyofthecolumnsbyclickingonthatcolumnheader.
YourTurn!
1. FilteryourcontactrecordsbyStatus.
2. SortcontactsbyCreateddate.
Lesson 5, Page 15
Lesson5:myContacts
Viewing Contact Records

1. Toviewacontact'sinformationandhistory,clicktheirnameinthedashboard.
2. Thecontactrecordwillshowallthekeyinformationyouneedtotakeappropriateaction.Itwill
alsolistanycomments,emails,reminders,andgroupsassociatedwiththeircontactrecord.
Recommended
action(s)
Clickiconstotake
actions
Currentreminders
Comments,email
history,all
reminders,and
groupstowhich
contactbelongs
Lesson 5, Page 16
Lesson5:myContacts
3. SetaremindertotakeactionbychoosingAddaReminder.
YourTurn!
1. Openoneofyourcontactrecords.
2. Addareminderforthenextdaytogivethemacallorsendanemail.
Lesson 5, Page 17
Lesson5:myContacts
Sending Seller's Reports

FromyourmyContactsdashboard,youcaneasilysendaSeller'sMarketReporttohighlighttheservices
youprovideasanagentandhelpacontactwhowantstosellahouseunderstandwhatthehousemight
beworthinthecurrentmarket.
1. ClickonSeller'sMarketReport.
2. Entertherequiredinformationandchoosetoeitherprintoremail.
Lesson 5, Page 18
Lesson5:myContacts
3. ChooseuptothreecomparablelistingsfromthelistreturnedandclickContinue.
4. Thiscreatesareportwhichincludesamessagefromyouandinformationonthe
comparableproperties.
Lesson 5, Page 19
Lesson5:myContacts
YourTurn!
1. CreateaSellersReportforyourselfandemailit.(Youshouldhave
registeredyourselfasaleadinyoureEdgewebsiteinLesson4.Ifnot,
dosonow.)
2. Checkyouremailandseehowitlooks!
Creating Groups
Groupsallowyoutotargetcampaignstoaspecificsubsetofindividualswithasharedinterestor
commonoutcome.Forexample,youmayhaveagroupofindividualswhoallliveinoneneighborhood,
orwhoareallrealestateinvestors.CreatinggroupsmakesiteasytousemyMarketingtosetup
automatedcampaigns!
1. ClickManageGroups.
2. Createagroupforthecampaignyouaresettingup.Nowyouhaveagroup,butnocontactsare
inthegroup.
Lesson 5, Page 20
Lesson5:myContacts
3. ClickContactsfromtheleftnavigationtoviewyourcontactlistandselecttheonesyouwantto
addtothegroup.
4. ClicktheAddGroupsbutton,selectthegroupyouwant,andclickAdd.Youmayselectmore
thanonegroup.
Nowyouwillbeabletoeasilyfilteryourdatabasebygroup.Youcanalsonoweasilysetthegroupupon
acampaignusingmyMarketing(seeLesson7:myMarketinginthisguide).
YourTurn!
1. Createagroupcalled33Touch.
2. Addyourselftothegroup.
Lesson 5, Page 21
Lesson5:myContacts
Adding or Removing a Contact from a Group

ChecktheboxnexttothepersonyouwishtoaddorremoveandclickoneitherAddGroupsor
RemoveGroups.Selectthegroup(s).
Lesson 5, Page 22
Lesson 6: myEmail
Edition1
Revision3
Lesson6:myEmail
Lesson6Contents
Introduction..............................................................................................................................................2
AccessingmyEmail....................................................................................................................................2
Lesson 6, Page 1
Lesson6:myEmail
Introduction
WhenyouactivatedyoureEdgeaccount,youreceivedanew@kwrealty.comemailaddress.This
emailaddressisintegratedintoeEdge,soallmessagessenttothisaddress,orfromthisaddress,willbe
savedandfiledwiththecontact'srecord.Itisrecommendedthatyouuseyour@kwrealty.comaddress
forallleadcorrespondencessothatyoucantakeadvantageofthistracking.
Accessing myEmail
1. UndermyEmail,clickeEdgeMessagesonyourcontrolpanel.
2. YoureEdgeInboxwilldisplayanynewmessagesfromcontactsinyourdatabase.YourLeadsand
Contactsdashboardswillalsodisplaynewmessages.
Lesson 6, Page 2
Lesson6:myEmail
3. Ifyouhavereceivedanyemailstoyour@kwrealty.comemailaddressfromindividualsthatare
notyetcontactsinyourdatabase,youcanfindthemineEdgeWebmail.Emailswith
attachmentsfromanycontactwillalsobefoundinyoureEdgeWebmail.
Emailsfrompeoplenotinyour
contactsdatabasewillbefound
inWebmail.Emailswith
attachmentsfromanycontact
willalsobeshowninWebmail.
4. Choosetoreplytotheemailorfileit.TokeepyourInboxtidy,filemessagesthatyoureplytovia
phone.
Lesson 6, Page 3
Lesson6:myEmail
5. Whenreplyingtomessages,youmaychoosetouseoneofthefiveprovidedtemplates.
6. Theemailsyoureceivedandsentarestoredinthesystemwiththecontactsrecord.
YourTurn!
1. InLesson4,youregisteredasaleadonyoureEdgewebsitewithyour
personalemailaddress.Sendanemailtoyour@kwrealty.comemail
addressfromthispersonalemailaddress.
2. Checkyourinboxandreplytoyourmessageusingoneofthe
predefinedtemplates.
Lesson 6, Page 4
Lesson 7: myMarketing
Edition1
Revision3
Lesson7:myMarketing
Lesson7Contents
SetupofmyMarketing..............................................................................................................................2
CampaignsandPresentationsAvailable...................................................................................................5
CustomizinganEmailCampaign...............................................................................................................8
LaunchinganEmailCampaign................................................................................................................14
LaunchingaPrintCampaign....................................................................................................................15
ReviewingCampaignsYou'veSetUp......................................................................................................16
AddingorRemovingPeoplefromaCampaign.......................................................................................18
PreparingforaListingAppointmentorBuyerConsultation..................................................................19
MarketingYourListings..........................................................................................................................22
Lesson7,Page1
Lesson7:myMarketing
Setup of myMarketing
BeforeyougetstartedinmyMarketing,youllneedtouploadyourphotoandlogosothatyour
myMarketingmaterialsareprepopulatedwiththeseimages.
1. OnyoureEdgecontrolpanel,click[showoptions]undermyMarketingandselectMarketMe.
2. ChooseCreateMarketing.
Lesson7,Page2
Lesson7:myMarketing
3. YouwillbebroughttothehomepageoftheDesignCenter.ChooseProfile.
4. ClickUploadorchangeyourcompanylogo.
Lesson 7, Page 3
Lesson7:myMarketing
5. UploadtheKWlogoofyourchoice,orchoosefromthoseprovided.
Followthesamestepstouploadyourphoto.
Lesson 7, Page 4
Lesson7:myMarketing
Campaigns and Presentations Available

TheeEdgemyMarketingmoduleincludesseveralcampaignstomarketyourbusinessandyourlistings.
ThesepiecesarealignedwiththeprovenmodelsofsuccessfoundinTheMillionaireRealEstateAgent.
Thecampaignsarebeautifullyandprofessionallydesignedtoincreaseyourmindshareandconversion
rates.Below,youwillseethecurrentcampaignsandpresentationsavailableintheeEdgesystem.
Canadianversionsofthesearealsoavailable.Morewillberollingoutoverthecomingmonths,sostay
tuned!Youcanalsocontinuetoaccessallcurrentmarketingmaterialsinthemarketinglibrary.
1. 8x8s
An8x8iseighttouchesovereightweeksandisdesignedtoactivatearelationship.myMarketing
includestwo8x8campaigns,oneforbuyerleadsandoneforsellerleads.
Lesson 7, Page 5
Lesson7:myMarketing
2. 33Touch
Followyour8x8campaignwitha33Touch.Targetthepeoplewhoknowyou,whohavedoneor
willdobusinesswithyou,orwhowillsendyoureferrals.
3. 12Direct
The12Directcampaignincludestwelvemonthlypostcardsdesignedformarketingtopeopleinyour
database.
Lesson 7, Page 6
Lesson7:myMarketing
4. PrelistingPacketandListingPresentation
AprofessionallydesignedPrelistingPacketandListingPresentationguidearenowatyour
fingertips!
5. BuyerConsultation
AprofessionallydesignedBuyerConsultationguideisavailableaswell.
Additionally,theeEdgesystemincludesafullsuiteoftoolstomarketyourlistingsincludingproperty
fliersandpostcards.
Lesson 7, Page 7
Lesson7:myMarketing
Customizing an Email Campaign

ThecampaignsavailableinmyMarketingarecompletelycustomizable.Tocustomizeacampaign:
1. OntheeEdgecontrolpanel,undermyMarketing,clickMarketMe.
2. ChooseCreateMarketing.
Lesson 7, Page 8
Lesson7:myMarketing
3. YouwillarriveatthehomepageoftheDesignCenter.ChooseDesignGallery.
Warning!InordertoaccesstheeEdgecampaigns,youmustgototheDesignGalleryasshown
above.DonotclickNewCampaignonthePortfoliotab.
Donotclickhereforthe
eEdgecampaignsbesure
tochooseDesignGallery!
Lesson 7, Page 9
Lesson7:myMarketing
4. Inthelefthandnavigationpane,chooseacampaigntocustomize.Hereyoucanreviewthe
touchesincludedinthecampaign.ClickSelecttochoosethecampaign.
5. GiveyourcampaignanameandclickNext.
Lesson 7, Page 10
Lesson7:myMarketing
6. Youcanaddindividualsorgroupsofcontactstothecampaign.
a) Selecttheindividualorgroupyouwanttoaddandclickthearrow.Continueuntilall
individualsorgroupsareadded.
b) ClickSave.
ImportantNote:Ifyouwanttocustomizebeforeaddingcontacts,youcandosobyclickingSave
withoutaddinganynames.
Lesson 7, Page 11
Lesson7:myMarketing
7. Fromtheoverviewpagethatappears,youcanrevieweachtouchinthecampaign,edititif
necessary,changethedateortimeitwillgoout,vieworeditthecontactsassignedtoit,and
viewthehistoryofitemssentout.
8. Toeditanevent(thedate),clickEditEventandmakeanyupdatesnecessary.Notethatforthe
33Touchcampaign,thescheduleddateswillbesetbyKWRIthisensuresthatwecaninclude
timelytouchessuchasThisMonthinRealEstate.However,youcanstopatouchinthe
33Touchcampaignifdesired.
Lesson 7, Page 12
Lesson7:myMarketing
9. Tocustomizeapiece,doasfollows:
a) ChooseEditProject.
b) eEdgewillwalkyouthroughalltheelementsoftheprojectandallowyoutomakeeditsto
thetextorimages.
c) Asyoumakechanges,clickPreviewregularlytoviewyourupdates.
Lesson 7, Page 13
Lesson7:myMarketing
YourTurn!
1. ChooseoneoftheprovidedeEdgecampaignsandcustomize.
2. Addyourselftothecampaign.
3. Customizeatleastonemarketingpiece.
Launching an Email Campaign

1. Whenyouarehappywiththecampaign,clickStarttolaunch.
2. ThecampaignwillnowshowasActive.
Lesson 7, Page 14
Lesson7:myMarketing
Launching a Print Campaign

A12DirectcampaigniscurrentlyavailableineEdge.InMay,youwillbeabletofullyautomateyour
12Directsoyoucansetitandforgetit.Untilthen,pleasenotethattoedittheMarchandApril
postcardswithinthe12Directcampaign,clickthe12DirectPostcardsfolderinyourDesignGallery.The
remainingtenpostcardsfortheyearareincludedinthe12Directcampaignfolder.
YoumayalsousetheprocessbelowtosendJustListed,JustSold,orOpenHousepostcards.
1. Onceyouvecustomizedyourpostcard,accessyourprojectwithinyourportfolio.
2. Selectanoptionforprintingandcompletethecheckoutprocess.
Lesson 7, Page 15
Lesson7:myMarketing
Reviewing Campaigns You've Set Up

Toreviewthecampaignsyouhavesetup,dothefollowing:
1. OntheeEdgecontrolpanel,undermyMarketing,clickMarketMe.
2. ClickCreateMarketing.
Lesson 7, Page 16
Lesson7:myMarketing
3. YouwillarriveattheDesignCenter.ClickPortfolio.
4. ChooseyourcampaignunderMyCampaigns.Fromhereyoucanviewthecurrentcampaigns,
contactsassigned,history,andmakeanyeditsnecessary.
Lesson 7, Page 17
Lesson7:myMarketing
Adding or Removing People from a Campaign

1. Followthedirectionsonthepreviouspagetoreviewacampaign.
2. ClickAdd/Remove.
3. Clicktheleftarrowtoremovegroupsorindividuals.
TIPS!
Ifyouveassignedagrouptoacampaign,andyouwanttoremoveoneindividualfrom
thecampaign,you'llneedtoremovethemfromthegroup.SeeLesson5:myContacts.
Ifyouveassignedagrouptoacampaignandyouaddanindividualtothatgroup,they
willbelaunchedonthecampaignimmediatelywiththenexttouchnofurtheractionis
required!
Lesson 7, Page 18
Lesson7:myMarketing
Preparing for a Listing Appointment or Buyer Consultation

1. IntheDesignGallery,chooseMarketMyBusiness>MarketingtoSellers(orBuyers)andselect
thepresentationyouwishtoedit.Forthisdemonstration,wellcustomizethePrelistingPacket.
2. YouwillseeseveralfilesthatcomprisethePrelistingPacket.ClickSelecttoediteachsection.
Lesson 7, Page 19
Lesson7:myMarketing
3. Editthepagesasdesired.
4. Onthefinalscreen,chooseDownloadtosavetoyourcomputerforprinting.
Lesson 7, Page 20
Lesson7:myMarketing
5. ClickonStandardPrintOptions.
6. Followtheinstructionsonthescreentosavethefiletoyourcomputerforprinting.(Note:Ifyou
dontseeanoptionforSaveTargetAs,youcanalsoclickonSaveLinkAs.)APDFofthis
sectionwillnowbesavedtoyourcomputerforprinting.Youmayalsochoosetocombinethe
separatePDFfilesintoonewithallpages.
Lesson 7, Page 21
Lesson7:myMarketing
YourTurn!
Customizeeitheraprelistingpacket,listingpresentation,orbuyerconsultation.
Marketing Your Listings

1. FromtheeEdgecontrolpanel,clickNewListings.
2. Yourlistingswillbedisplayed.IntheActionscolumn,clicktheCreateMarketingMaterialicon.
Lesson 7, Page 22
Lesson7:myMarketing
3. WithintheDesignGallery,choosethemarketingmaterialyouwishtocreate,edit,andcustomizeas
youdesire.Therearefliers,aswellasJustSold,JustListed,andOpenHousepostcardsavailable.The
listinginformationwillbeprepopulatedforyou.PleasenotethatduetothewaytheMLSresizes
yourimagesforposting,youmayneedtoreuploadpropertyimagestobeappropriateforprint(the
systemwillnotifyyouifanimageisnotprintquality).
YourTurn!
Ifyouhaveacurrentlisting,createapieceofmarketingcollateralforit.
Lesson 7, Page 23
Lesson 8: myTransactions
Edition1
Revision3
Lesson7:myMarketing
Lesson8Contents
ThemyTransactionsRollout......................................................................................................................2
WhatismyTransactions?..........................................................................................................................2
ActivatingmyTransactions........................................................................................................................2
TheeEdgeControlPanel...........................................................................................................................4
ThemyTransactionsDashboard................................................................................................................5
HowtoCreateaLoop...............................................................................................................................7
Completingforms...................................................................................................................................12
ReviewingLoopForms............................................................................................................................15
YourClientsmyTransactionsExperience...............................................................................................20
InvitingaCoOpAgent............................................................................................................................26
TheRevisionProcess...............................................................................................................................29
JumpingInandJumpingOut...............................................................................................................31
AddingAttachments...............................................................................................................................31
SubmittingforReview.............................................................................................................................35
YourmyTransactionsAccountSettings...................................................................................................37
Lesson8,Page1
The myTransactions Rollout

myTransactionsisrollingoutregionallybetweennowandSeptember2011.Pleasecheck
mykw.kw.com/eEdgetoreviewyourregionsrolloutschedule.Aspartoftherollout,eachmarketcenter
willreceivelivemyTransactionstraining.
What is myTransactions?
myTransactions,poweredbyDotLoop,isarevolutionarypaperlesstransactionsystem.Itisguaranteed
tomakeyoumoreefficientnomorefaxingpapersbackandforth,havingtomeetwithclientsin
person,ordrivingacrosstownformissedsignaturesormissingforms.Withthissystem,thetraditional
papertrailisnowonlineandpartiescancollaborateinonespace.Further,thesystemhasenhanced
securitynomoreinitialedchangestosmudgedcontracts,illegiblehandwriting,overfaxedcontracts,
andlostdocuments.UsingthemyTransactionsbyDotLoopSystem,everyadjustmentcanbetracked
andtimestamped,creatingoneseamlessdocument.Eachfieldhasitsownhistoryattachedtoit,
allowinguserstoseechanges.Andthedocumentsarestoredforsevenyears,withallpartieshaving
access.
Manyassociatesarefamiliarwithonlinedocumentsigning.However,theDotLoopdifferenceisthatthe
formsareliveandinteractive.Thedocumentissharedonlineandtheonlythingsentisalinkthatinvites
otherstoview/signthedocument.Notehoweverthatthesystemdoesaccommodatethetraditional
emailingofPDFsaswellasthefaxingofdocuments,butthecoreofthesystemandintegrated
electronicsignaturesfunctionthroughthissharingconcept.
myTransactions Support
WithinthemyTransactionssystem,thereareanumberofsupportresources.Youwillfindbrieftutorial
videosavailablethroughoutthesystemtohelpyoualongtheway.Atthebottomofeachscreen,you
willalsoseeaHelplink,whereyoucanfindthelibraryofvideoresources,aswellasFAQsandphone
support.
Activating myTransactions
OncemyTransactionsisavailableinyourregion,youwillneedtoactivateyouraccount.
a. ClickStartyoureTransactionsetup.Thiswillbeavailabletoyouonceyourregiongoeslive.
Lesson8,Page2
b. ClickonJoinNow.
c. Fillinallrequiredinformation,clicktoacceptthetermsandchooseContinue.
Note:Thepasswordyousetupwillbeyourelectronicsignaturepassword.Anytimeyousigna
documentyouwillbeaskedforyourelectronicsignaturepasswordtoverifyyouridentity.
Lesson8,Page3
YourTurn!
FollowthestepsabovetoactivateyourmyTransactionsaccount.
The eEdge Control Panel

YouhavedirectaccesstomyTransactionsfromtheeEdgeControlPanel.FromtheControlPanel,you
can:
a)
b)
c)
d)
e)
ClickonMessages(toreviewnewnotificationswithinatransactionloop)
StartNewTransaction
BuyerTransactions(listsyourBuyerTransactionLoops)
ListingTransactions(listsyourListingTransactionLoops)
Greensheet(AccesstheOnlineGreensheetSystem)
Lesson8,Page4
The myTransactions Dashboard

ThemyTransactionsdashboardisknownasAgentHome.ClickHomefromanywherewithin
myTransactionstoaccessyourdashboard.
AgentHomeisthesnapshotofavirtualoffice.ALoopisatransaction,oryourrealestatefile.Itwill
containalltheagents,clients,andformsassociatedwithatransaction.BuyingLoopsaretherefore
offers,andListingLoopsarelistings.
a.
b.
c.
d.
ThegreytabsatthetopofthepagecontainallofyourLoops.
ManageyourclientsbyselectingMyClients.
SeeyournotificationsandactivitylogbyclickingMessages.
ManagevariousaspectsofyouraccountbyclickingMyAccount.
Lesson8,Page5
TherestofAgentHomeissplitintofoursections.
a. RecentLoops:ListsyourLoopsthathavehadactivityinthelast5days.Youcangotothe
specificLooptypeatthetopforacomprehensivelistofalltheLoops.
b. Calendar:Reflectstasksandreminderssetup.
c. SearchYourClients:Allowsyoutoquicklyaccessbasicclientinformation.
d. ActivityLog:Displaysallrecentactivity.
a
d
b
Lesson8,Page6
How to Create a Loop

1. There are three ways to start a loop.
a. DirectlyfromyourcontactlistbyclickingtheStartmyTransactionicon:
b. UsingtheStartNewTransactionsunder[moreoptions]ofthemyTransactionstab
ontheeEdgeControlPanel
c. IfyouarealreadyinmyTransactionsyoucanclickonStartLoopintheupperright
handcorner.
Lesson8,Page7
2. SelecttheLoopType.Dependinguponthemethodyouselectedtostarttheloopyouwill
seeoneofthetwoscreensbelow:
FromtheeEdgeControlPanelorfromwithinmyTransactions:
IfdirectlyfromtheContactlistwithinmyContacts:
Note:OtherLooptypesincludeBasicandFormsLoops(thesearediscussedfurtherinthe
Advancedclass).
3. Selecttheproperty.
a. ForaListingLoop:Enterthepropertyaddress.
Lesson8,Page8
b. ForaBuyingLoop:YoucansearchbyListingAgentsName,MLS#,orproperty
address.ThepropertyaddressesareintegratedwithKWLS.Selecttheappropriate
address.IftheaddressdoesnotcomebackwithamatchselectNo.
IfyouselectedNoabovethesystemwillpromptyoutocompletethefieldsshown.
ContinuetothenextstepbyclickingContinue(thesystemwillcapturetheinformation
andisabletopopulateitthroughouttheforms).
Lesson8,Page9
4. AddForms.Usingtheformslibrary,youcansearch,selectandreordertheforms.Youcan
alsohoveroveraformnametoseeanimageoftheform.
Formsontheleftarealltheformsavailabletoyou.Theformsontherightaretheformsyou
areusingonthistransaction.
Note:YoucanalwaysaddandremoveformsaftertheLoopiscreated.
a. AddformsbyselectinginthelefthandcolumnandclickingAdd.
b. Onceyouhavealltheformsyouneed,selectCreateLoop.
Lesson8,Page10
TRAININGTIP!Thenextactionbuttonislocatedinthebottomrighthandcornerofpageover
90%ofthetimeonDotLoop.Ifyoueverfeellostonthesystem,remembertoscrolldownand
checkthebottomrighthandcorner.
5. AddClients.YourmyContactsdatabaseisintegratedwithmyTransactions.
TypeintheclientsnameandclickSearch.Ifthisisanewclient,selectNewClientAdd&
Attach(thiswillalsocreateacontactrecordinMyContacts).
Eachclientmustbeaddedseparately.Foraclienttosignelectronically,theymust
eachhaveauniqueemailaddress.
Lesson8,Page11
Itsimportantthateachclientrequiredtosignadocumenthasauniqueemail
address.Forexample,iftwopeoplearecosigning,eachpersonmustusetheirown
individualemailaddress.Eachelectronicsignatureisconfirmedbytheuseofan
emailloginanduniquepasswordcreatedbytheclient.Thisaddsanadditional,
critical,layerofcompliance
a. ClickSaveandContinue.
YourTurn!
1. Findapartner.Youwillpretendtobeyourpartnersagentandvice
versa.Note:Ifyoudonothaveapartner,setupafakeclientusing
yourpersonalemailaddress.
2. OnepersonwillactasalistingagentSetupaListingLoopfor123
TestStreetandaddyourpartnerastheseller.
3. TheothershouldactasabuyingagentSetupaBuyingLoopfor
456TestStreetandaddyourpartnerasthebuyer.
Lesson8,Page12
Completing forms
Onceyouvecreatedtheloop,addedtheformsandtheclients,yourereadytostartcompletingyour
forms.Eachfieldisinteractive.Thisallowsforonlinecollaboration,trackingofchangesforcompliance
purposesandfinaldocumentsascleanastheoriginal.Youmustreviewandsaveeachpageinorderto
giveyourclient(s)accesstosign.
1. Filloutallrequiredinformation(highlightedinyellow).
a. BlackXsrepresentafieldthathasbeenassignedtoapartyforanelectronic
signature.Ifyouhoveryourmouseoverthefield,thesystemwilltellyouwhois
supposedtosignthere(buyingagent,buyingclient,listingagent,listingclient).
b. FieldsthatarehighlightedinPINKrequireyoursignatureorinitials.
c. Onceafieldhasbeensigned,theblackXwillchangetoaGreen.
d. Onceallinformationisfilledin,clickSaveandContinue.
e. Continuetheaboveforallpagesoftheform.
2. Aconfirmationscreenwillappearonceaformiscompleted.ClickContinuetomovetothe
nextform.
Lesson8,Page13
3. Onceyouhavecompletedallforms,youwillseeaconfirmationscreenthatyourformsare
readytobesenttoyourclients.ClickOK.
Lesson8,Page14
4. Youwillgetasecondconfirmationscreenlistingtheformsandtheclientinformation.Click
SendOnlinetosendtheinvitationtosign.
YourTurn!
Ifyouarethelistingagent,filloutthelistingformsandaddyourpartnerasthe
seller.Ifyouarethebuyingagent,filloutthebuyerformsandaddyourpartner
asthebuyer.
Ifpossible,sittogetherasyougothroughthisexercisesoyoucanrevieweach
othersexperiences.
Reviewing Loop Forms

Atanypointinthetransaction,youcanreviewtheloopformsby:
1. ChooseBuyingorListingLoopsinthetopnavigation(orfromtheeEdgeControlPanelor
theRecentLoopslist).
Lesson8,Page15
2. Clicktheloopyouwishtoview.
3. Clickonaformnametoeditit.
4. Tosenddocumentstoyourclient(s),checktheformsyouwishtosendandclickthesend
buttononthebuttonright.
Lesson8,Page16
5. SelectSendOnline.Note:youdohavetheoptiontosendafax,orcreateaPDFtoemail.
Althoughyouwillbeabletoscanthedocumentsanduploadthemintothesystem,youwill
losetheadvantageofashareddocumentandcleanlytrackedrevisionhistory.
6. ClickOK.
Lesson8,Page17
7. ClickSendOnline.
8. Youwillreceiveafinalsummaryandconfirmation.
Lesson8,Page18
Reality Check
After training, an agent made a call on an expired listing. The client wanted to relist
his home, but was spending the week at the beach. The agent asked if he had
internet access. He did and the agent was able to create a loop, send it to the client
for review and esignatures and the house was back on the market the next day.
Lesson8,Page19
Your Clients myTransactions Experience

Youvestartedaloop,addedyourclient,andsentthemtheformsonline.Nowwhathappens?
1. Yourclientwillreceiveanemailfromyou,theiragent,statingtheyhavedocumentsto
review.Theemailisalsobrandedwithyourinformation,soiftheclientreplies,theyreply
directlytoyou;notarandomdonotreplyemailaddress.
FormsareNOTsentasanattachment.Theclientisinvitedtoviewthedocumentsthatyou
havesharedwiththemonline.
Theywillclickonthelink.
Stefan,
2. TheywillbetakentoaPreviewpageofthedocumentsthatrequiretheirreviewand
signature.TheywillclickeSign.
Lesson8,Page20
146
3. Next,theywillbebroughttoaregistrationscreenwheretheywillchoosetheiresignature
password.
4. Oncetheyhaveregistered,theclientseesadashboard.Iftheyhavemultipletransactions,
theywillseealineforeachtransaction.
Lesson8,Page21
Theclientwillhaveaccesstotheirtransactionsforsevenyears,orhoweverlongyourstate
allows.Throughoutthetransactionyoucanalsoattachdocumentstotheloopandgive
accesstoyourclient(Survey,SettlementStatement).
5. Whenyourclientselectsthetransactiontheywishtoreview,abriefvideopopsup
explaininghowtoreviewandsignthedocument.
6. Theclientisshownallformsthatrequirereviewandsignaturesandcanclickoneachto
begintheprocess.
Lesson8,Page22
7. Astheyreviewtheforms,thelinesthatrequiretheirinitialsorsignatureswillbehighlighted
inpink.Theywillsignbyclickinginthefieldandselectingtheirnamefromthedropdown
andhittingContinue.Whenreviewingamultipagedocument,theclientwillreviewand
sign/initialeachpage
8. Onceyourclienthasreachedtheendofadocument,theywillneedtolockintheirsignature
byenteringtheirpassword
Lesson8,Page23
9. Oncesigned,iftheyhaveadditionalformsrequiringreviewandsignature,theywillbe
promptedtodoso.
10. Onceallformshavebeensigned,theclientwillreceiveafinalconfirmationscreen.
Lesson8,Page24
11. Youwillreceiveanemailnotifyingyouthattheformshavebeensigned,aswellasan
updateinyoureEdgeControlPanel.
Reality Check
Typically an agent sends the client the invite and then calls them to help the client
walk through the registration process. By the time the client answers the phone, they
usually have half of the documents signed!
Lesson8,Page25
YourTurn!
Now,taketheroleofthesellerorbuyer.Reviewtheemailyoureceivedfrom
yourpartnerwhowasactingasyouragent,signintothesystem(youcanmake
upapretendloginwithapersonalemailaddress)andsigntheformsthatwere
senttoyou.
Inviting a Co-Op Agent

ThemyTransactionssystemallowsyoutoinvitecoopagentswhoarenotwithKellerWilliamsintoyour
loops.Thisisasignificantadvantageasitallowsyoutocompletetheentiretransactionelectronically.
KWAgentscaninvitenonKWagentsintomorethanjustoneloopatnocosttotheotheragent.
AftertheformsareeSignedandreturnedtoyou,youcannowsendtheseformstoanotheragent.
1. InyourLoop,formsthatarefullysignedwillbemarkedasreadytosendtothelistingagent.
2. Selecttheformsyouwanttosend,andclickSend.
3. Selecthowyouaregoingtosendtheforms.IfyouselectSendOnlineyouareinvitingthe
otheragenttotheLoop,insteadofsendingthedocumentstothemandwillhavethe
advantageofsharingthedocumentsonlineandacleanrevisionhistoryofalldocuments.
Lesson8,Page26
Thecoopagentwillbegivenaonetimeuseofthesystemfortheirtransactionwithyou.
(WhatagreatwaytoattractsomeonetoKellerWilliamsandgrowyourprofitsharetree!)
4. Enterthecoopagentsinformation,editthecustommessage,andclickInviteAgent.
5. Youwillreceiveaconfirmationscreen.
Lesson8,Page27
6. Thecoopagentwillreceiveanemailnotifyingthemoftheopportunitytonegotiateonline.
7. TheywillhavetheoptiontojoinDotLoopforfree(forthistransaction)andviewtheoffer
online.Whenanagentdecidestocomeintotheloop,youwillhavetheabilitytonegotiate
togetheronline.Itlookslikethis:
Lesson8,Page28
You(Agent)
CoOpAgents
Client
Coop
Agent
YourClient
YourTurn!
FindanotherassociateinyourofficeandinvitethemintoyourTest
Transaction(customizethemessagebylettingthemknowthisisatest).Review
thecommunicationstheyreceiveandtheexperiencefromtheirside.
The Revision Process

CollaboratingwithmyTransactionsmakestherevisionprocesssimpleandeasy.Ifyourclientaccepts
andsignsacontract,yousendittothecoopagent.Iftheirclientasksforchanges,theagentmakesthe
changes.Yourclientssignatureisremovedandthechangeishighlightedinyellow.Theagentsclient
signsandsendsbacktoyou.Younowhaveacleancopy(version2).Ifyourclientagrees,theywillsign
andthedocumentislocked.Iftheydonot,youmakethechange(itshighlightedinyellow)andthe
otheragentsclientssignatureisremoved(version3).Thiscontinuesuntilallpartiesagree.Seethe
examplebelow.
Thereisalwaysarevisionhistoryandthesecanbechangescanbereviewedatanytime.
1. Yourclientreviewsandacceptsanoffertobuy126BuyStreet.
2. Youreviewandsendtheoffertothelistingagent.
3. Thelistingagentandherclientdecidetocountertheoffer.Theyeditthesalesprice,your
client'ssignatureisremoved,andthesellersigns.
Lesson8,Page29
4. Thelistingagentreviewstheirclient'ssignaturesandsendsthecontractbackovertoyou.You
reviewitandyouandyourclientdecidetoacceptthecounteroffer.Youhaveacleancopythat
allowsyoutoseeallrevisions.Oncethesellersign,thedocumentislocked.
Lesson8,Page30
Jumping In and Jumping Out

DotLoophastheabilitytoaccommodatetransactionsevenwhentheclientorotheragentdoesntuse
DotLoopsinteractiveforms.ThesystemaccommodatesthesesituationsbyusingtheAttachments
Feature.ThisfeatureallowsyoutoattachPDFdocumentstoaLoopandaddelectronicsignature/initial
spotssothatclientscanstillreceivethebenefitsofelectronicsignatureseveniftheotheragentdoesnt
utilizeDotLoop.
Adding Attachments
EachLoophasasectionthatstoresattachmentscalledAttachments.Toaddanattachment
1. Fromtheloop,clicktheAddAttachmentbuttonnearthecenterofbottomofthescreen.
2. BrowseforthePDF,namethefile,andselectSave&Continue.
Lesson8,Page31
3. Thesystemthengivesyoutheoptiontoaddsignature/initialfieldsandnotestothe
attachment.IfyouselectSkip,itwilltakeyoubacktotheViewBuyingLoopFormsscreen
showninStep1.IfyouselectAddSignatures/Initials,however,itwillloadthedocument
andgiveyouatoolboxtoutilize.
4. Thistoolbarincludessignatureblocks,initialblocks,andnotesfields.Ifyouclickonatool
anddragitontothedocument,youcansetuptheformasneeded.Onceyoudropsignature
orinitialsfields,thesystemwillaskyouwhoneedstosigninthatparticularspot.ClickSave
andContinuetogothrougheachpageoftheattachmentandmodifyasnecessary.
Lesson8,Page32
5. Onceyougothrougheachpage,thesystemwillaskyouifyoudliketosignnow.
6. Aftereithersigning(ifyouneededto),orselectingNo,youwillbetakentoascreenwhere
youcandecidewhohaspermissiontoviewthedocument.
Lesson8,Page33
Reality Check
While in class, a buyer dropped off documents for an agent. After class, the agent
realized there was one document the buyer didnt sign. She dreaded driving the hour
out to the buyers home just to get one signature. With eEdge, she was able to
upload the missing document, drag a signature line and email it to her client. She
had it back in less than 5 minutes and was able to go home and have dinner with her
family.
YourTurn!
1. Addanattachmenttoyourexistingbuyerorlistingloop.
2. Sendittoyourclient(yourpartner).
Lesson8,Page34
Submitting for Review

AnytimeaformissavedinaLoopORanattachmentisuploadedtoaLoop,youwillseealightgreybox
entitledAdditionalOptionsAvailable.ThisishowyouwillsubmitformstoyourComplianceCoordinator
forreview.
First,youneedtoArchiveanyformsthatyoudonotwantyourComplianceCoordinatortosee.Todo
this:
1. ChecktheboxtotheleftoftheformsyouwishtoarchiveandselectMoreOptions>
ArchiveSelected.
Thoseformswillthenberemovedfromview.
NOTE:Theformsarenotdeleted.Theycanbefoundinthesubnavigationbarunder
Archive.
Lesson8,Page35
2. Nowthatyouareleftwiththeformsthatneedtobesubmittedforreview,clickthered
arrow.AdropdownappearsexplainingthatbyhittingNextyouwillbesubmittingtheLoop
forreview.
3. Younowhavetheabilitytoreordertheforms.Oncetheformsareinthedesiredorder,
selectSend.(Yourmarketcentermaynotrequirethisanddoeshastheabilitytodisable
thisoption)
4. Yourmarketcenterwillthenbeabletoreviewyourdocuments.Oncereviewedtheycan
tagorcreateanoteonaspecificformandchangethecompliancestatus.Asthestatusis
changedyouwillbenotifiedofthechangeaccordingtothepreferencesyousetup.
Lesson8,Page36
Your myTransactions Account Settings

1. ClickMyAccountfromtheNavigationBartoreviewyoursettings.
2. ContactOverview:Updateyourcontactinformation.Theinformationundercontact
overviewisusedbythesystemtosendyounotifications.IfyouselecttoreceiveSMStext
messages,besuretorecordacellularnumber.
3. CommunicationPreferences:Fromhereyouwillselectwhetheryouwishtoreceiveemailor
SMStextmessagingregardingtheactivitieslisted.
4. ResetyourPassword:YoucanchangeyoureSignaturepasswordhere.
5. FormSets:Allowsyoutocreateandmodifybundlesofformsthatautomaticallypopulate
whenyoucreatealoop.
6. MyTeam:ThemyTransactionsTeamProcessisdesignedtoincreasetransparencyina
teamsoperationsbyinvitingallteammemberstosharethesamepermissionsonall
transactions.Thisallowsteammemberstocollaboratemoreeffectivelytogetdealsdone.
TeammemberscanbeaddedatanytimebyclickingontheSettingstab,andthenselecting
MyTeam.Essentially,theTeamProcessinDotLoopfunctionssimilartoCCingsomeonein
anemail.Anypersonanagentaddstohis/herteamwillbegiventhesamepermissionson
allLoopshe/shecreatesfromthatpointforward.Theagentwhoaddsateammember,
however,willnotbeincludedonanyLoopstheteammemberstarts(todothis,thatadded
agentwouldhavetogotohis/herSettingstab,clickonMyTeam,andthenaddwhohe/she
wouldliketobecopiedonalltransactionscreatedmovingforward.
Lesson8,Page37
Lesson 9:
Advanced myTransactions
Edition1
Revision3
Lesson9Contents
FormSetsandTemplates..........................................................................................................................1
AdditionalLoopTypes...............................................................................................................................3
MoreOptions............................................................................................................................................3
OfferLoops................................................................................................................................................4
RequestingElectronicOffers....................................................................................................................5
CreatinganOfferLoop..............................................................................................................................7
Lesson9,Page1
Form Sets and Templates

FormsetsallowyoutosavebundlesofformsthatautomaticallypopulatewhenyoucreateaLoop(so
youdonthavetoconstantlyaddandremoveformswhencreatingaLoop).Forexample,youcouldsave
thefourformsalwaysusedforshortsalesinabundlesotheyaregroupedtogethereachtimeyou
choosetheformset.
Onceyouhavestartedaloop,inputtheaddress,andaddedclients,youwillseetheAddFormstoThis
Looppage.ThispagecontainstwosectionsFormLibraryandFormsinthisLoop.
UnderFormsinthisLoopisafieldcontainingalinkOptionsforsavingthisformset.
Clickthislinkandenteranameforthissetofforms.ClicktheSavecheckbox.
Templatesallowyoutosavedefaultvaluesonformsthatwillpopulatewheneveryouuseaspecificform
withinaformset.Forexample,savingthecommonlyusedtermsinalistingcontractformmeansthat
40%ofitisalreadyfilledouteachtimeyouuseit.Formdefaultscanonlybeusedwithinformsets.
Afteryouhavecreatedaformset,youwillfillouttheinformationinthoseforms.Oncecompleted,you
willbepromptedwithaboxthatallowsyoutodesignatetheinformationyouwanttobedefaulted
withinthoseforms.
Lesson9,Page2
YourTurn!
Setupalistingorbuyingformsetandatleastonetemplate.
Additional Loop Types
DotLoophas2additionalLooptypes
Basic
Onlyinvolvesagentandclient
Noaddressrequired
Accommodateselectronicsignatures
CommonformsforBasicLoop
Example:Buyerclientwhereyouhave
notyetfoundaproperty.
Form
o
Noaddressrequired
Noclientrequired
DoesNOTaccommodateelectronicsignatures
Example;Tenantrepagreementincommercial
More Options
Archiving
o
YoucannotdeleteformsorLoopsontheDotLoopsystem.Youcan,however,archive
formsorLoops.Todoso,mustselectthecheckboxnexttotheLooporForm,select
MoreOptionsandchooseArchive.
ArchivedformsandLoopscanbeunarchivedatanytime
ArchivedformsandLoopsareaccessibleundertheArchivetabinthesubnavigation
bar.
AddingTasks
o
YoucanassigntaskstoLoopsorclientsbyselectingMoreOptionsandchoosingAdd
Task.
Lesson9,Page3
WithdrawButton
o
Anytimeaformhasbeensubmittedtotheothersideofthetransaction(frombuying
agenttolistingagent,orviceversa),youcanwithdrawtheformbackintoyourcourtby
openingthedocument,scrollingtothebottomrighthandcorner,selectingMore
Options,andselectingWithdraw.
Offer Loops
OffersreceivedonyourlistingswillshowupasOfferLoops.FromyourListingLoopsscreenyoucansee
whichlistingsyouhaveofferson.
Toviewthedocumentsonalisting:
1. Clickonthelistingloopname.
2. YoucanclickontheOriginalListingFormstoviewthosedocumentsorthedesiredoffer
looptoviewthedocumentswithinthatloop.
Lesson9,Page4
Reality Check
If you have received an offer through the traditional means (fax, email, paper copy),
you can invite the Buying Agent into the collaborative work environment. Clicking
on Invite Buying Agent creates the offer loop and invites the Buyers Agent into the
transaction. You can then upload documents already received according to the
Attachments directions.
Requesting Electronic Offers

Youcanrequestthatotheragentssubmitelectronicoffersonyourlistingsaswell.
1. FromyourListingLoopsscreenclickonthelistingloopthatyoudesiretocreateanelectronic
offerrequest.
2. ClickonEmbedthisButton
Lesson9,Page5
3. FromhereyouwillchoosewhatformstheBuyersAgenthasaccessto.Selecttheformsyou
wantthemtocompleteandclickcontinue(youcanaddformslateraftertheinitialofferis
made).
4. Younowhavetwooptions.Youcaneithercopytheembedcodetoembedthemakeanoffer
button,oryoucanselecttheLinkAddresstoforwardtootheragents.
Lesson9,Page6
Note:UseCautiononwhereyouplacethelinksorofferbuttons.Itisrecommendedthatyouuse
thesetoolsonagentfacingadvertisingonly,notclientfacing.
Creating an Offer Loop

Whenyoureceiveanofferviaanyofthetraditionalmethods(i.e.mail,fax,email)youcancreatethe
offerloopandinvitethebuyingagentintothetransaction.
1. FromyourListingLoopsscreenclickonthelistingloopthatyoudesiretocreateanofferloop
for.
2. ClickonInviteBuyingAgent.
Lesson9,Page7
3. EntertheAgentInformationintothefieldsprovidedandclickInviteAgent.
4. AnOfferLoopiscreated.Fromthispointyoucanentertheofferloopanduploadany
documentsreceivedtotheofferloop.SeetheinstructionsunderAddingAttachmentsfordetails
ontheuploadprocess.
YourTurn!
Practicecreatinganofferlooponatestlistingloop.
Lesson9,Page8

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eEdge101 Training Guide

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Lesson 1: What Is eEdge?

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Your eEdge Control Panel

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If You Need Help

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Five Daily eEdge Actions

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Lesson 2: Activating eEdge

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eEdge for Teams

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Lesson 3: eEdge Setup

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Your eEdge Website

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Capture More Leads

Access the Admin Page

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Your Website Settings

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Your Email Settings

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How Leads Are Routed to You

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The myLeads Dashboard

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Your myContacts Dashboard

Checking the Status of Your Import Job

Adding Contacts Manually

Filtering and Sorting Your Database

Viewing Contact Records

Sending Seller's Reports

Adding or Removing a Contact from a Group