eEdge – Getting Started - Real Estate Office Pros

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eEdge: Getting Started
Nicole Joyce
blog.kw.com/livefeed
#KWFR #KWRI
Nicole Joyce
• Houston, TX
• Houston Area Director of
KW Technology
• myTransactions Certified Trainer
• Market Leader Champion
2 eEdge: Getting Started
#KWFR
Please complete an evaluation form
found in the back of your program guide.
3 eEdge: Getting Started
How would you like to
make 67% more
income?
#KWFR
4 eEdge: Getting Started
eEdge Complete Lead-to-Close System
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Lead Management
Contact Management
Marketing Library
Paperless Transaction System
Action Plan/Task Manager
Performance Metrics
eEdge On the GO!
5 eEdge: Getting Started
eEdge Control Panel
6 eEdge: Getting Started
Lead Management
All contacts with status of “Lead” will be on your Dashboard.
67% of industry leads go unanswered!
7 eEdge: Getting Started
Lead Management
Change status from “Lead” to remove from your Dashboard.
8 eEdge: Getting Started
Lead Management
myLeads … Where do they come from?
9 eEdge: Getting Started
Contact Management
10 eEdge: Getting Started
Contact Management
Add 10 contacts to your database every day!
11 eEdge: Getting Started
Contact Management
The more information you fill in on your contacts, the easier it is to manage them.
12 eEdge: Getting Started
Contact Management
Record your actions in the Comments section of the Contacts Profile.
13 eEdge: Getting Started
Contact Management
14 eEdge: Getting Started
Contact Management
Emails sent to you from contact’s email address already in your database
will be in your Inbox.
Emails sent to you from email
addresses that are not in your
database will be in your Webmail.
15 eEdge: Getting Started
Contact Management
Tip: Add contact’s secondary and tertiary email addresses to prevent incoming
messages going to Webmail.
16 eEdge: Getting Started
Contact Management
All emails received and sent from your eEdge email are stored in the
Contact’s profile.
17 eEdge: Getting Started
Marketing Library
18 eEdge: Getting Started
Marketing Library
Customizable marketing material for print, email, and web posting.
Check out all of the marketing templates available!
19 eEdge: Getting Started
Marketing Library
Tip: Create door hangers for your next open house!
20 eEdge: Getting Started
Marketing Library
Communicate with your contacts in a systematic way through automated customizable
touch campaigns. Keeping you top of mind when your contacts think real estate!
21 eEdge: Getting Started
Marketing Library
Since the launch of eEdge, agents running an eEdge
33 Touch campaign to their database averaged:
• 71% increase in units closed
• 117% increase in volume
•
67% increase in GCI
22 eEdge: Getting Started
Market Leader Account
Make sure your account is set up properly.
23 eEdge: Getting Started
Market Leader Account
Tip: Add your KW Mobile App QR code as your marketing logo!
24 eEdge: Getting Started
Market Leader Account
Sign up for text message and email alerts to be notified when your contacts send
you a message or when you get a new lead!
25 eEdge: Getting Started
Paperless Transaction System
26 eEdge: Getting Started
Paperless Transaction System
Create a loop.
Create and add
document
templates from the
Forms Library.
Upload completed
PDF documents.
27 eEdge: Getting Started
Share documents
with your clients
where they can
complete and
electronically sign
online.
Manage all of your
transactions online
from any computer
with Internet
access.
Paperless Transaction System
myTransactions with dotloop is unique because the paperwork stays in one place
and everyone comes to it.
When you add people to a Loop they are automatically added into your eEdge
myContacts database.
28 eEdge: Getting Started
Action Plan/Task Manager
29 eEdge: Getting Started
Action Plan/Task Manager
Stay on track and focused with action plans.
30 eEdge: Getting Started
Action Plan/Task Manager
Start a plan.
Assign due dates.
Select from core
templates or
customize your
own.
Add attachments
with website links.
Create task by
contact.
31 eEdge: Getting Started
Performance Metrics
32 eEdge: Getting Started
Performance Metrics
33 eEdge: Getting Started
Performance Metrics
Millionaire Real Estate Agents know their goal numbers and track them.
Knowing your numbers builds confidence and stability in your individual or
team’s business.
34 eEdge: Getting Started
eEdge On the Go!
Log in to mykw.kw.com from your mobile device.
See and respond to
new leads.
Read and reply to emails
from contacts.
Stay on task! See what
tasks are due now and
in the next two weeks.
Search existing contacts.
Add new contacts and
manage contacts.
myTransactions
mobile features
(coming soon)
Stay connected and
access your Market
Center training calendar.
Access desktop version
of mykw.kw.com.
35 eEdge: Getting Started
Resources
36 eEdge: Getting Started
Resources
Technology Setup
37 eEdge: Getting Started
Thank You!
Technolgy Setup
38 eEdge: Getting Started
Thank You!
Please complete an evaluation form found
in the back of your program guide.
To download a free copy of this presentation,
GO TO:
www.familyreunion.kw.com/downloads
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