Tech Part 2 presentation

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What we are doing to help you close more transactions
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Paws: what we’ve released since last Summit
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Bulk Lead Reassignment
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Filter leads by license type
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Navigate quickly through lead sets
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Password reset requests
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Paws : 2014 Product Roadmap
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Paws : 2014 Product Roadmap (cont.)
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1
Paws: More efficient by being more focused
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1.1
Video-embedded Emails
July 2014
Study in other industries shows that short videos (15s-60s)
increases lead response rate significantly
Source: Overture, a mortgage technology firm
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1.2
Lead Action Plans
July 2014
Create custom action plans that fit your process
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1.2
Lead Action Plans (cont.)
July 2014
Apply an action plan to each lead
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1.3
Daily Task Sheet
July 2014
Each team member will have a personal agenda for the day
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1.4
Enhanced Follow-up
July 2014
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2.1
Easier to use: Lead Labeling
August 2014
• Create custom labels and apply them to leads as-needed
• Searching for leads by label offers greater flexibility
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2.2
September 2014
Easier to use: Enhanced Lead Routing
Route leads by:
• Lead type (buyer/seller)
• Min and Max price point
• Area of interest
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3
More Inclusive
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3.1
Lead Aggregation Service
May 2014
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3.1
Lead Aggregation Service
May 2014
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3.1
Lead Aggregation Service
May 2014
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3.2
Bulk Lead Import
October 2014
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3.3
Import Leads from Top Producer
October 2014
1. Export setting in Top Producer:
2. Search for and select contacts
to export to TigerLead
3. Export to TigerLead
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4
Paws: More Integrated with other services
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4.1
Paws: Introducing Third Party Services
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4.1
Tighter integration with Top Producer
June 2014
• More information will be sent from Paws to Top Producer: Agent
assigned and property preference
• Information in Top Producer will be updated every night
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4.1
June 2014
Tighter integration with Top Producer (cont.)
Activity notes will also be sent to Top Producer and updated every night
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4.2
Integration with Market Snapshot
July 2014
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4.2
July 2014
Integration with Market Snapshot (cont.)
Agents can create a Market Snapshot for any lead
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4.3
Integration with Google Contacts
September 2014
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4.3
September 2014
Integration with Google Contacts (cont.)
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4.3
September 2014
Integration with Google Contacts (cont.)
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4
Continuing to enhance the Paws Dashboard
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