PRODUCTS AND PARTNERSHIPS
2020
REALTY ONE GROUP
FUTURE
2019 2020
TABLE OF CONTENTS 03
zONE
14
NEW HOMES SOURCE
04
ONE LOGIN
15
MOOVEGURU
06
PERKSPOT
18
SMARTER AGENT APP
07
MOOVE EASY
21
SPOTLIGHT
10
VIDEOLICIOUS
25
SKYSLOPE
11
REALSCOUT
30
CINC
zONE | 1
2020
zONE TECHNOLOGY & BUSINESS You can find all the Apps, softwares and tools on the ONEdashboard ROG has available in our zONE platform.
zONE | 3
2020
How to Download and Configure OneLogin Mobile App
Go to the app store on your mobile device, search "OneLogin" and click download.
Open application and enter "realtyonegroup" as the organization's OneLogin Domain. Sign into zONE.
Create PIN and use application to access all Realty ONE Group tools on the go!
ONELOGIN | 4
2020
How to Install OneLogin Extension to Desktop Browser
Go to www.ONE.zone and log in. For new agents, initial zONE credentials can be found in your Welcome Email from our agent concierge.
Go to www.ONElogin/downloads/browserextensions. Select download for your appropriate browser option. Click Add to Chrome/Browser. Click Add Extension.
See ONELogin extension pop-up in top right-hand corner of browser. Use drop down menu to access all available Single Sign On tools.
ONELOGIN | 5
2020
PERKSPOT
PerkSpot is a one-stop-shop for exclusive discounts at many of your favorite national and local merchants! It is completely free, and optimized for use on any device: desktops, tablets, and phones. This program offers great travel deals, great gifts, and practical everyday necessities—all at specially negotiated prices. From discounted theater and amusement park tickets, to incredible deals at Target.com and Costco, this program is a great way to stretch your hard-earned paycheck.
SUPPORT Email: cs@perkspot.com
Shop 24×7, 365 days a year Special offers and amazing discounts on items your family wants and needs Find deals you’ve been looking for in categories like apparel, automotive, computers, and entertainment Newly updated offer daily
PERKSPOT | 6
2020
MOVE EASY WHAT IS MOVE EASY? Move Easy is a comprehensive move management platform that automates the process for your client for a hassle-free experience. Integrated with Moxi Works and SkySlope, Move Easy can help you help your clients with the following: Change of address Update drivers license Utility and moving services look up Cable, phone and other providers Human concierge services
*THIS SERVICE IS AUTOMATICALLY SET UP, YOU CAN CHANGE THIS ADJUSTING YOUR CONTACT PREFERENCE IN YOUR PROFILE.
MOVE EASY | 7
2020
Move Easy CREATING CUSTOM SEARCHES ON YOUR SITE The Custom Search option is a great way to personalize your site and showcase your areas of expertise. You can create as many custom searches as you choose, and a new page for each search shows on your Site Navigation Menu.
DISCUSSION SETTINGS Discussion Settings allow you to dictate who can comment on your blog posts, what email notifications you want to receive, and what action you want to happen before a comment appears on your blog for others to read.
SITE PAGES: EDITING BUYING & SELLING TIPS The Buying & Selling page that comes with your agent website provides your visitors with basic information they’ll need to buy or sell their home. You can use your expertise to edit these pages.
TEAMS: ADDING TEAM MEMBERS TO YOUR AGENT WEBSITE If you are part of a broker or agent team, and you would like your team members represented on your website, you may add them on the My Team screen. After you add your team members to this page, you can create Profile pages with their roster information and social media profiles, as well as Properties pages with their listing information, and change your website type to a Team Website.Adding Team Members
TEAMS: ADDING TEAM MEMBERS TO OUR STORY PAGE If you are part of a broker or agent team, and you would like your team members represented on your website, you may add them on the My Team screen. After you add your team members to this page, you can add them to the Our Story page with their roster information and social media profiles, as well as Properties pages with their listing information, and change your website type to a Team Website.
USING DEFAULT TEXT SETTINGS IN AGENT WEBSITES You can change the font, size, and color of text while editing in any section of your Agent website. At any point however, you may wish to change back to the default formatting. All formatting creates a small bit of text within the Source code, but this is simple to remove.
PERSONALIZING YOUR SITES STYLE Here on the Personalize Your Site’s Style screen, you create the basic look and feel of your Website. With four quick and easy steps, you can personalize your own Website.NOTE: Older themes, not mentioned below, have been decommissioned. If you have one of these older themes, be sure to save any of your custom content prior to selecting the new Contemporary theme (listed in Step 2 below). Most features and selections will transfer, but custom content will need to be saved and re-added to your Homepage.
MOXI WORKS | 8
2020
How to Enable/Disable Automated MoveEasy Invitations via SkySlope
Click on the MoveEasy tile in the ONE Dashboard to Single Sign On to your admin account.
Click on Manage Account. Click on Account Settings.
Check the Automated Client Invitations box if you’d like your client to be automatically invited to the Move Easy platform upon your listing is in pending status in SkySlope. Leave box unchecked if you’d like your client to not receive these automated invitations. MOOVE EASY | 9
2020
VIDEOLICIOUS WHAT IS VIDEOLICIOUS?
HOW TO ACCESS
Create branded, high quality videos in seconds with automatic video editing. Teleprompter scripts, logos, watermarks and music are automatically added to your videos. Videos can be easily shared on popular social media platforms. Track views and client engagement. Get notified to time the perfect follow up to keep top of mind.
Register for your Videolicious account via your Videolicious welcome email. Then, simply download the Videolicious app in your smartphone, log in and start making videos right away!
Keep top of mind with your clients by creating branded, customized videos at scale. With a just few taps: Create a video that does your listing justice Make clients feel welcme and excited to attend your open house with personal video invitations
SUPPORT INFO Email / Support@videolicious.com Phone / (800)764-5614
VIDEOLICIUS | 10
Real Scout RealScout is a private, agent-branded collaborative search platform and listing alert system that’s designed to keep you and your clients connected throughout the home search process, instead of on the national search portals such as Zillow, Trulia, Redfin & Realtor.com. It does that by providing the industry's best listing alerts that highlight your clients lifestyle preferences (like open floor plans, natural light or chef's kitchens) and even local points of interest (such as living near a park or the nearest Whole Foods), which serve as the gateway into an immersive and engaging search experience that helps them find the perfect home faster. The entire time RealScout keeps you and your brokerage front and center. On the backend, the system keeps track of everything your clients do on the platform and then displays that on your Agent Dashboard to better understand their behavior and preferences, enabling you to help them get into their new home more effectively.
REAL SCOUT | 11
2020
REALSCOUT Safe Search RealScout’s full-browser search experience keeps clients inside a safe haven for collaboration - no ads for other agents.
Rapid Listing Alerts Notify your clients of new listings faster, using our natural language emails branded for you. Alerts are customized for every buyer.
Property Comparison Our industry-first property comparison feature automatically displays listings side-by-side, room-by-room using machine learning.
Integrate with RealScout We integrate with best-in-class third party apps — or use our API to configure RealScout for your team’s unique needs.
More Deals, More Profitably What you know about your buyers will win you more sellers. Leverage homebuyer demand data to win and sell more listings.
The RealScout Difference Consumer Experience Great user experience and design define who we are. Our beautiful email alerts boast 17x higher CTR than industry averages. Our search experience qualifies buyers faster, and agents adopt and love our software because we make it incredibly easy to use.
Technology We’re a Silicon Valley company with technology in our DNA. We pioneered innovations like computer vision and machine learning in real estate to deliver one-ofa-kind experiences to our users. Our API, lead ingestion, and SSO make implementation a breeze for customers.
PEOPLE Our team brings together world-class talent in real estate, technology and business to solve real estate’s biggest problems. Because we value long-term, collaborative partnerships with our customers, we’ve invested in an on-shore team that provides high quality, human support.
REAL SCOUT | 12
REALSCOUT
2020
REAL SCOUT |Â 13
REALSCOUT
2020
REAL SCOUT |Â 14
2020
CHEAT SHEET
REAL SCOUT | 15
2020
CHEAT SHEET
REAL SCOUT | 16
2020
mobile app ONE
Ask your client to download the Real Scout: Home Search In their phone, they can find It on their App Store. You need to download the Agent Dashboard version on your end.
TWO
Ask your client to sign up with the email address you added them as a client on your platform.
THREE
If they haven't created their password before they will get the option over email to created it. Once they sign in they will see your contact Information under My Agent tab:
FOURÂ
Under the Matches tab your client will be able to see all the properties on the report you had set up for them, from here they can check all the Info about it and mark them as Interested or send them as a direct message.
On your app make sure you sign In with the same email address you used for your zONE account
REAL SCOUT |Â 17
2020
mobile app FIVE
SIX
FIVE
SEVENT
They will be able to see their all the listings they have marked as Interested under the Interested tab
In the Map tab they can find listings based on the Geo location, they can also add filters to their search.
On your agent app you will be able to see the live feed with all the activity of your clients. Your Client List, and your Inbox.
You can keep communications with your clients on the app chat, you will be able to send and receive instant messages. You can send messages with direct links to listings
REAL SCOUT |Â 18
2020
NEW HOMES SOURCE PROFESSIONAL Check out your brokerage companion site for new construction! New Home Source Professional allows you to find your client’s dream home and for you to become the “new home expert” in your market! Share searches and listings with clients Interact with clients on your own (free!) Consumer Portal Drive new leads from your ConsumerPortal Print or download listing reports Take advantage of powerful search tools View home or community results in list, map or photo view
NEW HOMES SOURCE | 19
2020
MOOVEGURU WHAT IS MOOVEGURU? Mover Engage is marketing automation to deliver mover-related, money-saving offers to your customers. Buyers and sellers receive a series of home related discounts before, during and after the move. Each discount is thoughtfully curated and timed for the approximate moment when they consumer is likely to use the offer. All emails are branded to the agent and their brokerage keeping you top-of-mind to with your clients.
MOOVEGURUÂ |Â 20
2020
MOOVEGURU
Mover Engage by MooveGuru, a company-wide program that will generate more business, retain your customers and provide more referrals for you and your agents! Mover Engage emails move-related, money-saving offers to your customers, helping them save money on everything they will need in their new home. Offers include discounts The Home Depot, PODS, Budget Truck Rental and many more. These offers will be delivered from your agents, branded with their contact information, to their buyers and sellers. Emails are delivered throughout the move cycle and continue long after the move to keep you top of mind with your customers. Sample email your clients will receive automatically when you enter the transaction in SS.
If you would like to unsubscribe from this system, please log into your MoveGuru account thru your ONEDashboard and click on MY PROFILE, EDIT the top section and click on the arrow down on enrollment automation to then select the option you would like to have for the system.
MOOVEGURU | 21
2020
mooveguru faqs AUTOMATED ENROLLMENT 1. How do you automatically receive my customers contact information? We have integration with a majority of Transaction Management and Accounting programs used by real estate brokerages. 2. Do you pull all the data from the Transaction Management system? We pull only the data required to send these move-related, money-saving offers on your behalf. (ie, name, email address, projected close date and property address). 3. How will the emails be branded? You are your clients’ trusted advisor, so these emails will be branded using all agent and brokerage information loaded to the system.Will I receive a confirmation email when my client is enrolled? Yes, you will be notified anytime a client is enrolled. 4. Do you share my customers contact information with the advertisers (Home Depot, ADT, etc)? Absolutely not. Your customer information remains confidential and will NEVER be shared with any of the advertisers participating in the program. 5. What if my brokerage doesn’t have a transaction management system? We have agent-level integrations with ZipForms Plus® and DotLoop that can used. Or, you can manually enter the required fields to enroll your customer through our dashboard.
PAST CUSTOMERS Can I upload my past clients into the Customer for Life program? Yes. You can log into your dashboard, choose the “Contacts” section and click on the +Create Contact link in purple on the right-hand side. Enter the required fields.
EMAIL DELIVERY HISTORY 1. Can I see what offers have been sent to my customers? Yes. Within the dashboard, under the contacts tab you will find the name of the customer. Click on their name and you will see Offers Sent and under Advertisers you will see the name of the company and date it was sent. 2. Can I see what the specific offers are (10% off at Home Depot, 15% Budget Blinds, etc.)? Currently, you cannot, but in the near future you will be able to click on the advertiser and see the offer that was sent
SUPPORT Who can I call or contact if I misplace the link to my dashboard or need help logging into the dashboard? Here is the link - https://agents.mooveguru.com/login if you need additional support please reach out to support@mooveguru.com
OPT-OUT 1. Can I opt out one client without opting all my clients out? Yes, once you receive the confirmation email you will have 24 hours to login to your dashboard and STOP EMAILS for that particular client. 2. Can I opt out all my clients from receiving these money saving offers? Absolutely, just log into your dashboard, go to “My Profile” and select “Do Not Enroll My Contacts” in the Enrollment Automation dropdown
REFERRALS 1. Can I have my own personal advertiser contacts (ie, Local Gardener, Home Stager, etc) added into the program? Absolutely, we love referrals please email us your list at support@mooveguru.com and we will reach out to them to see if they would like to participate. 2. Can I refer my fellow realtors and brokers to your program? Yes, please do. Please send us their information to info@mooveguru.com 3. Do you pay a referral fee for me to add my personal advertisers into the program Unfortunately, no. To continue to offer this program for FREE, we are unable to offer revenue sharing and/or commission programs.
MOVEGURU | 22
2020
SMARTER AGENT APP Take advantage of this great opportunity to increase your online exposure for FREE! Search for homes Refine their search Save favorites Contact YOU directly Share listings
Sign up and learn about using and marketing your app by visiting smarteragent.com/learn-support Visit Broker.SmarterAgent.com/Broker/LoginPage to track your leads and monitor your downloads
NOTE: The first time you log in, select “FORGOT PASSWORD” and enter your Realty ONE Group email
SMARTER AGENT | 23
2020
How to Download the ONE App and Share with Clients
Open Welcome Email and click gold button under Step One. Or in your mobile browser go to: "app.realtyonegroup.com/oneUSERNAME/" using your unique zONE username without the period. this will be your FisrtName and LastName.
Select "Download Now" and follow prompts in app store to install onto mobile device.
Open ONE App and search homes or send unique link to clients and start home searching with them!
ONE APPÂ |Â 24
2020
One app faqs Q: WHAT ARE BEST PRACTICES TO MAXIMIZE SUCCESS WITH THE APP? 1. Make sure you are sharing your app via email, text, social media and all other forms of advertising. 2. Ask clients to refer you by sharing the app with friends and family who are looking to buy their next home or sell their existing one. 3. Ask every new client you meet, whether they are a buyer or seller, to download your app when you first meet. 4. Add your URL and/or app code anywhere you advertise your phone number in digital, print, and social media. Promote in your email signature, LinkedIn profile, open house flyers, newsletters, business cards and flyers. 5. Post a prominent button/link on the homepage of your website asking visitors to download your app.When meeting with sellers, let them know to share their newly listed home on their own Facebook and Twitter accounts right from the app once it is in the MLS feed. 6. Ask your sphere of influence to give a consumer review of your app in the App Store or Google Play, depending on the device they use. The better you are ranked, the higher you will appear in the app store search.
Q: HOW CAN I USE MY BRANDED APP AT AN OPEN HOUSE? Always have open house visitors download your app once they get to the open house. Provide your download URL, App Code, or easily share via the Share App button from the fly out menu on your app. You can use this to your advantage by guiding them to download the app and then showing them how to use it.
Q: WHAT IS THE NOTIFICATIONS FEATURE IN THE APP AND HOW DO I USE IT? Your users will be able to create an account to save searches and properties. When they create an account, their name, phone, and email are captured in your dashboard. This makes for more complete consumer information and a better lead for your agent to reach out to.The user will also be able to set notifications on the properties they are saving. For example, they will be able to set an alert on a property when there is an open house, price change, or when it goes off market.The user will be able to set notifications on saved searches as well. Any refinements from their search will be applied to the notifications. For example, if a user performs a search on open houses and saves notifications on that search, if an open house is set for their search criteria, they will receive a notification.To get started, click the “Save” button in the lower left-hand corner on any property or search. You will be able to create an account to login and set notifications.
Q: HOW DO I UPDATE MY PERSONAL INFO (PHOTO, NAME, CONTACT INFO) WITHIN THE ONE APP? Your personal info will pull into your app directly from zONE. Please update any personal info in zONE and allow 24 hours for changes to reflect in your app.
Q: HOW DO I ACCESS MY REALTY ONE GROUP BRANDED SMARTER AGENT APP? Install your app in your smartphone via your unique download URL to access.
Q: WHAT IS MY UNIQUE DOWNLOAD URL OR TEXT CODE? Your unique URL: http://app.realtyonegroup.com/uniquetextcode Your unique text code: ONE+zONEID (without the dot)
ONE APP | 25
2020
One app faqs Q: HOW DO I SHARE MY APP? 1. Share App Button a. Select the “Share App” button on the flyout menu of the app to share the app via Facebook, Twitter, Email or Text Message. When your agent branded app is shared, so is your branding. 2. Agent’s Unique Download URL and App Code a. Share your unique URL and app code via social media, emails, marketing materials so that potential clients can download your agent app. b. Make sure to include your unique download URL in your email signature and business cards. 3. QR Code a. Your agent QR code is located on the desktop version of your Engagement Page which be found by visiting your download URL. b. You can download your QR code from your Engagement Page and include it on marketing materials for potential clients to download your app. i. To download, right click on the QR code and "Save Image As" to save the QR code for later use. ii. Any can text your personalized code to 87778 to download your app. Your personalized code is your zONE username without the dot.
Q. HOW DO I ACCESS MY DASHBOARD TO SEE THE BACKEND ANALYTICS OF MY APP? 1. Click on the LOGIN button on your flyout menu. 2. Click “Realtor? Log in here.” at the bottom of the LOGIN page. 3. The first time you log in to your MobiBoard Dashboard from your app, enter the email address you use for your app’s account, and "engage" as your temporary password. You will see the message: "Please confirm your email address to log in. An email was sent to your email@address.com with a link to reset your password and finish your registration." 4. This will initiate a registration email to the email address you use for your app's account.From this email, you will be asked to click a link to register your account and set your password. 5. Once your password is set, go back to the app and use your login credentials to log in as an Agent. 6. Once you are successfully logged in, YOUR DASHBOARD button will appear on your flyout menu. Click on that to open your MobiBoard Dashboard and review your app usage
Q. WHAT IF MY APP ISN'T BRANDED TO ME? 1. Text your unique App Code to your 10 digit texting number and re-download your app. This should open the app with your branding. Delete any other ROG app you currently have on your phone first. 2. Ensure Cookies are Enabled in your phone Settings 3. Ensure Private Browsing is turned off in your mobile browser. Private Browsing turned on will not allow the app to brand properly. To check this on an iPhone, open Safari on your phone and click the boxes in the lower right hand corner. In the lower left hand corner look for the “Private” button. If it is highlighted, that means private browsing is turned on and the app will not brand properly. Select it to turn off private browsing and continue with the app download.
Q: HOW DO I ADD THE APP TO MY FACEBOOK? Create a new post and include your unique Download URL and App Code Example: Download my new free real estate app and search all homes for sale by visiting [insert URL] or texting [insert text code] to (10 digit number).
ONE APP | 26
2020
SKYSLOPE WHAT IS SKYSLOPE?
Complete transactions from start to finish in a single platform. Get a free demo today. See why 2,000 leading brokerages are buzzing about SkySlope! zipForm® Plus Integration. Fast & Accurate Auditing. Compliance Tracking. 360 Brokerage Analytics. SkySlope is available 24/7 https://support.skyslope.com/hc/en-us
Creating a Listing You'll need to create a Listing within SkySlope when you're representing the seller or landlord of a property that is for sale or for lease. When you're creating your Listing, you will input some basic information (such as the listing & listing expiration dates, sale price, seller's name(s) and contact information). After you've submitted this information, you'll be taken to the Checklist for that file. Each file has its own Checklist, which is a list of documents that your office has deemed pertinent to the type of file you’re creating (which is based off the Checklist Type you select on the first page of creating your Listing, such as “lease” or “listing”). The documents on the Checklist that are listed as Required must be uploaded and submitted for review before you’re able to “Accept a Contract” within SkySlope, and convert your Listing file into a Transaction file that your admins can close out. This guide will show you how to create a Listing. Learn How to Create a Listing: https://support.skyslope.com/hc/en-us/articles/218092138-How-to-CreateaListing
Q: I am currently not able to create a Listing in SkySlope. What is the workaround? A: All registered users have been given access to create Listings/Transactions. If you are not able to do so, please contact SkySlope support as it may be an isolated incident.
Q: Can I add a Co-Listing Agent? A: The field is currently unavailable. SkySlope is working on a workaround. In the meantime, contact SkySlope to have the Co-Listing Agent added.
SKYSLOPE | 27
2020
skyslope faqs CREATING A TRANSACTION You’ll need to create a Transaction within SkySlope when you’re representing the buyer or tenant of a property. When creating your Transaction, you will input some basic information (such as the acceptance date, agreed price, your buyer’s name and contact information, and commission information). Once you’ve submitted this information, you’ll be taken to the Checklist for that file. Each file has its own Checklist, which is a list of documents that your office has deemed pertinent to the type of file you’re creating (which is based off the Checklist Type you select on the first page of creating your Transaction, such as “lease” or “traditional sale”). The documents on the Checklist that are listed as Required must be uploaded and submitted for review before your office is able to close our SkySlope Transaction file. The guide below will show you how to create a Transaction. Learn How to Create a Transaction: https://support.skyslope.com/hc/en-us/articles/218689137
CONVERT A LISTING Once you’ve created a Listing in SkySlope and your sellers have accepted an offer on the property, it’s time to convert your Listing into a Transaction. You must convert your Listing into a Transaction for your office to be able to close your SkySlope file at Close of Escrow. Look to see how to properly convert your file. Learn How to Convert a Listing into a Transaction: https://support.skyslope.com/hc/enus/articles/212364907-How-to-Convert-a-Listing-into-a-Transaction
CANCEL TRANSACTION AND RE-ACTIVATE LISTING When you’re representing the seller, sometimes the buyer backs out and you need to cancel the Transaction file. However, since your Listing is still active, we don’t want to cancel the whole file. In this case, what we want to do is cancel the Transaction file and reactivate the Listing file. This will allow us to accept a few offer on the property. This guide will show you how to do just that. Learn How to Re-Activate a Listing as an Agent: https://support.skyslope.com/hc/enus/articles/212365047-Howto-Reactivate-a-Listing-as-an-Agent
CLOSING A TRANSACTION From your SkySlope home page, click on Transactions, locate the file you’re ready to close, and double click the property address to open the file. In the lower left corner, you will see the agent’s projected closing date; as the admin, you need to click the Escrow Now Closed button in the upper right corner to enter the actual date. You will now see a pop-up for you enter the actual closing date; to quickly archive the file, check the Archive File box on the right side; Click OK. You will see a pop-up window prompting you to type in a reason for closing & archiving the file; type in your reason (optional), and click Submit Learn How to Re-Activate a Listing as an Agent: https://support.skyslope.com/hc/enus/articles/212365047-Howto-Reactivate-a-Listing-as-an-Agent
SKYSLOPE | 28
2020
skyslope faqs WITHDRAW A LISTING If you’ve created a Listing within SkySlope that didn’t sell and your sellers didn’t renew the Listing Agreement, most likely you will need to withdraw your Listing. When you withdraw your Listing, it will be moved to a “cancelled pending approval” status, which means you’re waiting for an admin to approve the cancellation and move it into the Cancelled Contracts section of SkySlope. Learn How to Withdraw a Listing: https://support.skyslope.com/hc/en-us/articles/212364927-Howto-Withdrawa-Listing
Q: Where can I upload the Cancellation of Listing? A: We are currently working on getting the Cancellation of Listing tab added to ALL Listing Checklists. We will notify ALL staff when it becomes available. Workaround, add to the Listing Agreement Tab for file auditors to approve cancellation.
CANCEL A TRANSACTION Sometimes, deals fall through. Buyers back out. When this happens, you’re going to want to cancel your Transaction. The guide below will show you how to cancel your SkySlope transaction. Learn How to Cancel a Transaction: https://support.skyslope.com/hc/en-us/articles/212364957-Howto-Cancel-aTransaction
SPLIT & ASSIGN Sometimes you’ll end up with large packets of documents that are all in a single PDF that need to be split into smaller PDFs and placed on the Checklist. For example, you sent your Listing Agreement, Seller’s Disclosures, and Lead Based Paint Disclosure all in the same DigiSign envelope to be signed. When it’s signed, they’ll all come back as one PDF, but those three documents all have different spots on the checklist. You can use our Split & Assign feature to split them up and assign them directly on the Checklist. Keep reading to learn how. Learn How to Split and Assign: https://support.skyslope.com/hc/en-us/articles/212365687-How-toUse-Split-Assign
EMAIL DOCUMENTS OUT OF SKYSLOPE SkySlope is your go-to place for document storage; you no longer must keep them on your hard drive or in dozens of loose files. Now that you’re keeping your documents in SkySlope, we’ve given you an easy way to send them right out of SkySlope to wherever they need to go via email. Read the following guide to learn how. Learn How to Email Documents out of SkySlope: https://support.skyslope.com/hc/enus/articles/212364877-How-to-Email-Documents-Out-of-SkySlope
SKYSLOPE | 29
2020
skyslope faqs REMOVE INCORRECT DOCUMENTS FROM CHECKLIST We all make mistakes. Sometimes we accidentally attach the wrong document to a Checklist item. Here’s a straight-forward guide that will show you how to replace the wrong document with the correct document. Learn How to Remove Incorrect Documents from Your Checklist: https://support.skyslope.com/hc/en-us/articles/212364947
CHANGE YOUR CHECKLIST TYPE Having the correct Checklist type for your file is essential. The list of documents that are required for your file is directly dependent upon your Checklist type. If you’ve created a file and you realize that you chose the wrong Checklist type, it’s pretty simple to change. Learn How to Change Your Checklist Type: https://support.skyslope.com/hc/enus/articles/212365487-How-to-Change-Your-Checklist-Type-on-a-File
Q: I created a transaction, but the checklist is missing certain required checklist items (i.e. MCA, Modification of Terms, NHD, etc.) or shows duplicated checklist items. How can I get the correct checklist? A: CA Checklists have been revised as of 02/03/2017. Listings/Transactions created prior to 02/03/2017 will not reflect the correct checklist, unless the correct checklist has been applied.
ALL ABOUT WORKING DOCS One of the coolest SkySlope features is the Working Documents section (often referred to as “Working Docs”). You can email-into and email out-of working docs; you can upload and store docs; you can send docs straight into DigiSign; and so much more. If you are in need to revise any of your Working Docs please refer to your Office Manager or Compliance Manager.
SKYSLOPE | 30
2020
skyslope - digisign faqs UPLOAD DOCUMENTS -DIGISIGN In each file, you create in SkySlope, there will be a list of required documents to be uploaded and submitted to for review. There are a few different ways to upload documents into SkySlope. Take a look at the following guide to see the different upload methods, and give it a shot to determine which best fits your work-flow. Learn How to Upload Documents: https://support.skyslope.com/hc/en-us/articles/212365017-Howto-Upload-Documents
Q: Where can I upload miscellaneous documents that I want to keep for the transaction, but are not necessarily required? A: The checklist tabs only pertain to documents required by the BRE and/or Broker. If there are other documents you’d like to add to the transaction, you can do so by adding them to the document library or any miscellaneous tabs.
DIGISIGN SENDING PROCESS DigiSign is probably one of the most time-saving features offered to you with your SkySlope account. You can use DigiSign to send contracts and documents to your client to sign online from virtually any device with internet access. Learn How to Send Documents through DigiSign: https://support.skyslope.com/hc/enus/articles/212366307-DigiSign-Sending-Envelopes
Q: Am I able to send multiple documents from DigiSign that are not necessarily related to the same transaction? A: Yes, you can do so by accessing Working Documents. Agents or 3rd parties can email documents to either the office general inbox or your personal docs. Through Working Docs you can send envelopes for the documents that need a signature. Once received, you can split and assign them to the correct transactions.
DIGISIGN SENDING PROCESS We’ve made the DigiSign signing process as straight-forward and simple as possible. If you’d like to see what your signers see on their end. Learn How to Sign DigiSign Documents: https://support.skyslope.com/hc/en-us/articles/212366297DigiSign-Signing-An-Envelope
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CINC
Introducing CINC, Realty ONE Group's preferred CRM solution. Easily sync existing contacts from Google and Office 365 using the Exchange Sync capabilities. Benefit from complex Lead Routing from outside sources and SMS. Utilize the Web Builder feature to quickly make updates to your consumer website with a direct connection to the MLS. Create marketing flyers for any listings on the market. And see exactly how marketing campaigns and your consumer website are performing via built-in analytics on the platform.
SUPPORT Email:Â helpdesk@realtyonegroup.com
How To Access? Access your account via the tile on the OneLogin Dashboard
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cinc adding your bio - step by step ONE SIGN IN
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Once the popup opens, Scroll down and click on the edit button next to your bio
Click on your photo on the right up corner and click on Profile
Once the popup opens, you will be able to edit your bio, please be careful of not deleting anything. if you wanna change or correct something on the text please click on top of the word with your cursor and erase using the backspace or delete on your keyboard. DO NOT select everything and delete it! DO NOT copy and paste on top of it, you will need to type all your text.
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Once your done, click ok and click save on the upper right corner. Click OK on the popup and click on the Save & Close button to exit.You might need to click ok on the popup again after hitting Save & Close.
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cinc website - faqs CHANGING WEBSITE LAYOUTS Click on the My Website tile on your homepage. This will open Web Builder for you in a new tab. Click on where it says "Hi, [Your First Name]" and a drop-down menu will appear. Click on Website Settings & Layout. Click the Change Layout button on the bottom of the pop up, which will display your layout options. You can preview what the layout will look like by clicking the Preview button on the top right, which will open a new tab that displays what that layout will look like. Once you've found your preferred layout, click the Select button at the top, and your layout will be changed.
ADDING CUSTOM PAGES Click on the My Website tile on your homepage. This will open up Web Builder for you in a new tab. To create a new page, go to the top right of your screen and click on the three vertical dots that says Settings. On the drop-down, click on the option that says +New Page. The first field to fill out is the 'Page Name'. The name should be a title that is relevant to what the page is about. Below the 'Page Name' field is 'Page Heading' where you can input the heading that will appear at the top of the page. The next field, 'Page Title', is what will appear in the tab of a browser and in search results. The last field, 'Page Description', is where you can enter a short description of the page that appears in search results. On the bottom of the New Page pop up is where you can choose your page layout. Select a layout and then click on Create at the bottom right. Once you click Create, it will take you directly to the page where you can begin working on it.
MANAGING BANNER PHOTOS Click on the My Website tile on your homepage. This will open Web Builder for you in a new tab or window. To manage your banner, go to the top right of your screen and click on the three vertical dots that says Settings. On the drop downs you will see an option that says, "Manage Banner Photos", and click on it. A pop up will appear that says Banner Photos/Videos as well as +New. Click on +New and it will give you the option to add either an image or video as your banner. Give your banner a title under the Title heading, and then click on Browse Image, which will allow you to upload your banner from your computer. If you select a video as your banner, make sure it is under 10MB and in mp4 format. Under the Browse Image button, you'll see a space where you can type in a Listing ID. This allows you to link your banner to a specific listing on your website. To do this, type an active MLS listing number in this field. The last field in the pop up, called Order, allows you to select the order in which your photos or videos appear to visitors of your website. For example, simply type '1' if you want your uploaded photo or video to be the first one people see, or '2' if you want it to be the second, and so on. Click Save, and your banner will be uploaded. If your banner included an MLS number in the Listing ID field, a link will appear on the banner that displays the address, that will take you directly to that listing page on your website.
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Creating Layouts for your custom pages ONE
For your headings 1 column center text, like this:
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You will need this code. <table align="center" cellspacing="50"> <col width="1080"> <tr> <th>Month</th> </tr> <tr> <td>January</td> </tr> <tr> <td>February</td> </tr> </table>
Just change the default text for your custom text and that’s it! You can change the format, make it bigger, smaller add color, remember the editor is like a word document!
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You want to create columns?
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Click on the source button on your editor bar:
This Is the code you need:
A pop up like this will show up, just copy and paste the code on it, once you finish click ok:
You will see your layout ready to use It looks like some dotted lines forming a table:
<table align="center" cellspacing="50"> <colgroup> <col width="530" /> <col width="10" /> <col width="530" /> </colgroup> <tbody> <tr> <td>Month</td> <td>&#160;</td> <td>Month</td> </tr> <tr> <td>January</td> <td>&#160;</td> <td>Month</td> </tr> <tr> <td>February</td> <td>&#160;</td> <td>Month</td> </tr> </tbody> </table>
just repeat the steps above:
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cinc CRM/ Listing Presentations - faqs HOW TO SYNC CONTACTS Click on your profile photo at the top right of the platform and click on the button that says Profile. Scroll Down to the section where it says Synchronize with and select either the Gmail or Outlook option. Below add your corresponding email address. Click Save & Close. Then Logout and Log back in to allow for updates. Click again on your profile photo and click the Sync button. Make sure you are also logged into your email account of choice. Leave the site and sign into your email account in the pop-up window. Click Allow and return to the CINC platform. Click OK and reload homepage. Contacts should then be synced.
HOW TO SEND A SINGLE LETTER First you want to make sure there is an existing letter that is ready to be sent to clients, or create one to your liking. Click the marketing drop-down menu and select Drip Campaign Letters. Click the envelope button next to the email you wish to send. Then either enter the email address, browse for an existing contact or create a new contact in the provided window. Click Send and Close button. Alternatively, you may also chose a contact you wish to email directly from the Contacts/Leads title. Clicking on the contact's email address highlighted in blue will allow you to draft your email from the pop-up window, click the sen button at the top right when ready to deploy.
HOW TO CREATE LISTING PRESENTATIONS Click the Property Search title from the homepage. Select desired listing and click the Print/Email button. Choose a layout according to purpose and style preference. Edit the template as needed. Add email recipients in the window provided or print directly from platform. OR for professionally branded listing presentations, click the ONE Design tile from the homepage and create your marketing piece there on ONE of our beautiful custom layouts.
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edit your reports text and cover ONE
Go to your marketing tab please click on the report settings
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You will be able to edit the different reports in here you can see them all listed at the top, to edit the text please double-click on the one you wanna edit this will open a small popup on where you can type or copy the text:
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Once you get there click on the + button
Once you're done click on the Save & Close button
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That is it! Once you have made all the changes you want make sure you click on the save button and then save & close button.
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This will open a window like this:
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cinc Drip Campaigns - faqs HOW TO SELECT CONTACTS FOR A DRIP CAMPAIGN To assign an individual contact to a drip campaign, simply click on the contact of choice by their first name from the Contacts/Leads tile. Under Manage Drip Campaigns, click the View All button. From the pop-up window, select campaigns you would like to subscribe your contact to. To assign a group of contacts to a drip campaign, click the All Groups button at the top menu bar and select a group from the drop-down menu. Select all contacts and click Manage Campaign Groups and select campaigns you wish to subscribe the entire group to. Or to select a group of contacts from your Contacts/Leads page, select all desired contacts then click Manage Campaign Groups and select all campaigns you wish to assign to selected recipients.
HOW TO CREATE CUSTOM CAMPAIGN LETTERS Click the marketing tab from the top menu bar, click Drip Campaign Letters. Toggle over to the Agent Letters tab at the top left and click the New button. Create individual letters to your liking, clicking the Edit button to open Letter editing tools. Name of the letter is the title you chose to identify the letter, Subject is the Subject line of the email (what the recipient will see). Use Insert Data Field button to utilize auto fill-in features for both you and your client's data in specific fields of your email. Click OK when done editing, then click Save & Close when finished.
HOW TO CREATE CUSTOM DRIP CAMPAIGNS Create custom campaign letters and custom Campaign Group for desired campaign prior to creating custom campaign. Click the Marketing button from the top menu bar, Click Drip Campaigns from the drop down menu. Click the New button. Select type of campaign, Name and Campaign Group. Select each letter you wish to include: assigning order, date of deployment and importance as needed. Save & Close with each new letter added. Save & Close entire campaign when finished.
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DRIP CAMPAIGN SAMPLES BUYERS CAMPAIGN
SELLERS CAMPAIGN
HOLIDAYS CAMPAIGN
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campaign groups - contact management ONE
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To see which contacts you have assigned to the campaign you will need to go to your marketing tab:
Click on the first option Campaign Groups:
Click on the name of the group this would open a pop up like this:
Click on the Contact tab, this one is next to the Summary tab on the left-hand side:
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You can find your drip campaign group here:
Now you will be able to see the contacts assigned to this specific campaign.
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campaign groups - contact management ONE
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Click on the button that says change layout, it's in the bottom left-hand corner if you can't see it on your screen try scrolling down or pressing Ctrl - or - on your keyboard, this will make your browser to zoom out letting you see more content.
You can change the different website layouts accessing the website builder, click on the green icon with a screen with www on it.
Once you access your website click on the HI NAME button on the left side corner
Once you click on this option you will see a pop-up window like this:
⌘
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Once you click on it you will see a popup like this, click on the arrows on each side to browse the 4 different options available for you.
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You will see one option that says website settings & layout
Choose the one you like the most and click on the Select button on the right-hand corner. If you decide to select the Layout #4 please let me know so I can send you the image for your Agent Profile banner.
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share listing on facebook ONE
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Open the listing, and click on the Share Listing button located under the price:
Click on top of the Share to Feed or Story button and select the Share on a page you manage option:
Click on the Facebook option and wait for the Window to pop up:
Once you select it please click on the pages name and choose the one you want to post on:
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Add a caption and click on the Post to Facebook button. That's it!
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Setting up your responsive email signature ONE
Go to your Profile and scroll down to your email signature field and click on the edit button:
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Click on the source button on your editor bar:
A pop up like this will show up, just copy and paste the code on it, once you finish click ok:
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You will need this code. <table align="left" cellspacing="20"> <colgroup> <col width="90" /> <col width="150" /> <col width="250" /> </colgroup> <tbody> <tr> <td><img alt="" height="247" src="https://cdneast.idcrealestate.com/ROG_PUBLIC/image_cache/ADDITIONALFIL E/IMAGEFILE/4B4/4B47DCF9-13C7-460A-BE704BE5559CA5A0_1.png?1583956873000" style="width:90px;height:247px;" width="90" /></td> <td>&#62;HEADSHOT</td> <td><span style="font-size:18px;"><strong>NAME LAST NAME</strong></span><br /> <span style="font-size:12px;">REALTORÂŽ DRE#000000</span><br /> <br /> <span style="font-size:18px;"><span style="color:#c5a95e;"> <strong>925.123.4567</strong></span></span><br /> email@rogfuture.com<br /> rogfuture.com<br /> 2355 San Ramon Valley Blvd SUITE 100, San Ramon, CA 94583<br /> <br /> <img alt="" height="63" src="https://cdneast.idcrealestate.com/ROG_PUBLIC/image_cache/ADDITIONALFIL E/IMAGEFILE/0BB/0BBCB154-B4F2-4F38-BEBDF5AF24021AE7_1.png?1586206487000" style="width:350px;height:63px;" width="350" /></td> </tr> </tbody> </table>
Click on the save button and click on the edit once more
You will see your layout ready to use It looks like some dotted lines forming a table, edit your Information, remember to click on top of the Info you wanna edit and back space don't select the entire text because you will lose the formatting. Once you're done adding your Info backspace the word HEADSHOT and add your picture instead. Once you have upload the image to the platform make sure the lock It's closed and type 150 on the Width let the platform resize the Height and click OK Once you are done editing your email signature click ok, click on the save & close button and you're done! If you wanna add this to your email provider just copy the content.
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