Transaction Management & Reporting

Page 1

Management & Reporting

Transaction

MEET THE HOST CHIME Support - For Technical Issues/Questions and Agent Point of Contact help.chime.me | support@chimeinc.com | (855) 981-7557 Please note: Technical issues/questions should be directed to our CHIME Support Team for the most efficient and timely resolution. Jessica Cooper Customer Success Manager

AGENDA ● Transaction Management ○ Integrations ○ Transaction Checklists ○ Offer Management ○ Transaction Documents ● Reporting ○ Metrics ○ Goals ● Open Q&A ● Next Steps/Homework ● Resources

LIVE DEMO

You will receive a recording of this training within 24 hours. Q&A Session

NEXT STEPS & TAKEAWAYS Agents: ● Confirm transaction procedures with your Team Owner. ● Integrate your Transaction Management platform in Settings ● Direct integration if using Brokermint, Skyslope or Dotloop ● For all other integrations, check API Nation ● Review Transactions tab - Match any unclaimed MLS Transactions from the last 6 months. ● Review Metrics in Reporting Tab Team Owner: ● Create Transaction Checklists ● Provide team with SOP for transactions ● Provide team with expectations for metrics

LEAD GENERATION ● Connect w/ a CHIME Digital Marketing Analyst - discuss paid lead options. ● Campaigns Tab ● Free Lead Generation Tools: ○ Design Center ○ Social Studio - NEW ○ Open House Forms

place to collaborate and discuss general real estate topics as well as the CHIME platform. ● Please do not

any support tickets

lead generation & success tips to social media. CHIME YouTube CHANNEL Immerse yourself in all things CHIME, with tips & tricks, industry trends, marketing tips and fireside chats with top real estate industry professionals. CHIME USER FORUM FACEBOOK GROUP

Official User Group.

CHIME's A submit here. This group is for

agents to network with CHIME users, share best practices and ask functionality questions.

RESOURCES

LEARNING from

CENTER Fundamental and advanced training programs. Learn how to get started with CHIME so you can work better, faster! CHIME HELP CENTER CHIME’s searchable database includes articles, training videos and step-by-step instructions. CHIME LIBRARY CHIME Library houses a collection of eBooks, webinars & videos, podcasts and infographics. Topics ranging

HAVING TECH ISSUES? ● Please consult the Help Center first. ● Email or Chat Support directly. Please accompany all issues/questions with a screenshot where possible. ● 7 days a week from 8am-8pm EST. chime.me I 981-7557support@chimeinc.comhelp.chime.meI(855) How to Contact CHIME Support

We Value Your FEEDBACK Every Quarter each user of CHIME will have the opportunity to submit feedback. You'll notice a pop-up in your CHIME CRM asking, "How likely are you to recommend CHIME?" We take this feedback to heart. Please take a moment to tell us what you love about the platform or suggest platform improvements. Be honest about your experience as it helps us Weimprove.consider a score of six and below less than Withsatisfactory.anyscore below six, it is CHIME’s policy to directly connect with you to discuss feedback and help improve user experience.

THANK YOU!

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