Sale Meeting Agenda

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3.03.20 SALES MEETING 9.10.19 AGENDA OVERVIEW I. Guest Speakers C ollin G ravitt R ichard Y oung

II. Corporate Announcements

III. Listings & Caravans IV. Success Stories V. Special wants and Needs

CLASS SCHEDULE PROTECTING YOURSELF FROM CLIENTS & OTHERS | LEGL-112

Wednesday, 3/4/2020 • 1:00PM - 4:00 PM HNR Historic Marietta office | 776 Whitlock Avenue Marietta , GA 30064

This enlightening course, taught by a knowledgeable Campbell & Brannon attorney, helps participants stay out of trouble both before and after closing. Topics of discussion include facts and supporting stories about fraud, rules for staying on the right side of the law, dealing MATRIX PORTAL: PROVIDING SERVICE TO CLIENTS USING THE PORTAL TEMR-103; BRING YOUR LAPTOP!

Monday, 3/9/2020 • 9:30AM - 12:45 AM

FMLS Main Service Center 5457 Roswell Rd. NE Suite 304 Atlanta, GA

This informative course teaches how agents can better engage clients by providing a consumer portal that directly accesses FMLS data. Through this portal, clients and agents can immediately compare and discuss available properties. Discussion also includes how to use the portal’s tools effectively, using the Auto Email Concierge Mode, using the Active Contacts screen to analyze client activity, customizing agent branding, and more. Note: laptop recommended; FMLS requires students to have their own active FMLS login to receive CE credit for attending.

APPFILES BOOTCAMP PLUS: BEGINNER/INTERMEDIATE TECA-123; BRING YOUR LAPTOP!

Thursday, 3/5/2020 • 10:00 AM - 11:30 AM HNR Buckhead North office | 532 E Paces Ferry Rd. NE 3rd floor lounge Atlanta, GA 30305

This beginner/intermediate-level hands-on workshop introduces attendees to the basics of using appFiles, plus a few added features. Topics include appFiles’ settings, how to set up a signature, setting up form values, adding forms, adding/removing form elements, importing FMLS values, merging / splitting packaged documents, and how to turn in files. NOTE: laptop required; attendees must have their appFiles login info and their NRDS# in order to be hands-on for this class. BUCKHEAD NORTH OFFICE 532 East Paces Ferry Road • Suite 350 Atlanta, GA 30305 • 404-814-9000 Rob Owen, SVP, Managing Broker


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