Elements How To Guide

ELEMENTS 101

your elements GO-TO GUIDE A QUICK GO TO GUIDE WITH TIPS FOR NAVIGATING ELEMENTS

DASHBOARD SNAPSHOT

NAVIGATION

HOME LISTINGS

LEADS

ELEMENTS 101

Dashboard Snapshot The Elements Dashboard features several sections that you should be aware of on a daily basis.

Elements News: Notices on new system integrations and features will appear here.

Alerts: Will let you know if there are any leads that need to be contacted.

This is link is clickable and will direct you to the Lead Lookup where you have access to the alerted leads.

My Current Lead Inventory: Breaks down the number of leads and their Lead Ratings.

The lead counts are clickable and will direct you to the leads in that rating group.

My Stats: Breaks down the numbers for active New Leads, Calls Made, Emails Sent and Site Visits.

Schedule: This is calendar showing all of the Follow Up Appointments.

Actions are clickable and will direct you to the lead.

New Leads: Interactive chart showing all New Leads generated over the past 30 days and how many per day.

Lead Sources: Interactive pie chart showing the sources for these leads. Where are the leads coming from? This helps determine which marketing efforts are most effective.

Click on the community icon to view your settings

ELEMENTS 101

Dashboard snapshot As we request in the Monthly Marketing Checklist, please confirm that the following items are correct: Standard Signature: This will be the email signature that appears on all of the correspondence to prospects, sent through Elements. Click to Preview Autoresponder Active: When a prospect fills out a form on the website, they immediately receive this autoresponder in their email. Please review and make sure that the most current community photos, brochure, and newsletter (if applicable) are displayed. All buttons are clickable on this autoresponder.

Active Homes: All active listings are displayed and you can click the Edit button to view/edit them.

Contract Pending Homes: All pending contracted homes are displayed and you can click the Edit button to view/edit them.

ELEMENTS 101

Navigation On the left hand side of the Dashboard, you will see the Navigation. This is another way to search Elements for Leads, Homes, Sales Reports, etc.

Here are a few helpful sections on the Navigation: Homes: Lookup your communities inventory in this section. Click on Community Listings Flyer to download a full color list of all of your current Available Homes. These are great to have handy in the office or email to prospects.

Help: All Videos and How To Training are located here. Just click and it will direct you to a page with video links for Lead and Home Management.

ELEMENTS 101

Home Listings A few tips and reminders when adding your home listings to Elements BE MINDFUL: Elements feed will display your home listings on the community website, MHVillage, MyMLS, Retirenet, MHBay, MHBO and other third party listing sites. These tips will help your homes show in the best light.

PHOTOS & VIDEO TOURS

FLOOR PLAN

All homes listed must have at least one photo saved to the Current Listing Photos. We suggest that the first image is a home exterior photo.

DO NOT post photos of homes that are in two pieces.

When adding a New Home (in Construction), a property branded Coming Soon placeholder will automatically populate the listing.

Once the home has been constructed, please take a photo of the exterior in landscape format.

Do not save a floor plan or sell sheet as a home photo.

Do not use photos that are too dark or blurry.

Contact Tharakan Consulting and we will send a photographer to take professional home photos and walkthrough videos that we will upload to Elements upon receipt.

If you have a floor plan for the home, please upload it in the designated section of Elements named Floorplans.

Keep your listings active by making sure the Listing End Date doesn’t expire.

We recommend this date be up to a year in advance from the Listing Start Date.

The Listing is Visible on Community Website must be toggled on or it will not show on your website.

Make sure to toggle all of the options over to show listing onto third-party sites.

LISTING DETAILS

For New Homes: The MHVillage.com listing Type Premium will automatically populate.

All fields with a Red Asterisk * are required fields. If these are not filled out, then the listing will be Incomplete and not display on the website.

Add a Teaser and Short Description that will strike interest with the prospective home buyer.

Write a full description and use creative words to highlight your home’s best features. Pay attention to the length of the description, grammar, and spelling.

Include a "Call to Action" such as: Schedule a tour today! Or This home isn’t going to last.

Update the listing status as needed. For example, if you receive a contract on a home, update in Elements.

DO NOT add community photos to home listings. Community photos feed directly from Elements to all of your home listings when they display on third party sites.

ELEMENTS 101

Home listings A few tips and reminders when adding your home listings to Elements

WHY ISN’T MY HOME SHOWING ONLINE? Elements uses data feeds to send your listing information to the community website and other third-party listing sites including: MHVillage | Retirenet | MHBay | MHBO | MyMLS which syndicates to Zillow, Trulia, Realtor.com and more

Always check your Elements listings to make sure that the following is complete: Listing is active - ALL buttons are toggled on to display on their respective websites Listing Start & End Dates are valid.

The Current Sales Price is Approved All required fields are filled out At least one photo is uploaded If applicable, Nter Now link is added Teaser, Short Description, and Full Description are all filled out If you add the Special in the home description, make sure it is current. Updat Do not include any phone numbers or website addresses within the description since some of the listing sites do not allow this.

BE MINDFUL: Elements has been designed to show the updated status of your listed homes with the following banners: Recently Listed - Will remain for 2 weeks Featured

Sale Pending - Under Contract Sold - Will remain for 2 weeks after home is sold

We recommend that you take a look at the Available Homes on your website each morning, and make sure they are all correct.

Please note that it takes up to 2 hours for a home to display on the website after you have activated it.

If you notice a photo missing, incorrect price, or that a home you added within the last the previous day isn’t displaying, please contact a member of the Tharakan Consulting team, and we will look into within 48 hours.

Please send inquiries to info@tharakanconsulting.com

Congratulations! it's Time to List and sell your home!

ELEMENTS 101

Leads A few tips and reminders on how to work prospect leads in Elements

In the Navigation on the left hand side, click on Leads, then Create

When Creating a New Lead, Step 1: Search for Duplicates Fill in the required fields and if there is a duplicate lead in your account, Elements will find it and open the Active Lead for you to update.

If there are No Possible Matches Found, please fill out all of the required fields to create you new lead.

Reviewing Your Leads - Lead Queue Select Lead Queue in the Navigation. All Leads with alerts (in red) will appear.

Filter what kind of leads you want to review by Alert or Rating.

Click on the Edit icon to update the lead

Lookup Lead Select Lookup Lead in the Navigation. Search field options will appear.

Search for leads using any of the fields such as Name, Email, Date, Rating, Source. etc.

ELEMENTS 101

Leads A few tips and reminders on how to work prospect leads in Elements

Lead Status Active Leads are prospects that are still interested in your community, whether it is immediate or in the future. Continue to work these leads by keeping in touch.

Inactive Leads are spam and resident emails / calls or prospects that are no longer interested.

To Inactivate a lead: Locate lead and click on Edit Click on Change Status

Then select Inactive from the dropdown

Select Lead Inactivation Reason and then Save Changes and Close

ELEMENTS 101

phone Leads A few tips and reminders on how to work prospect leads in Elements

Sales calls from the select sources are captured in Elements. When a call is received, a lead is created in Elements with the recording of the call.

Sales Leads: Change the name from Incoming Phone Call to Prospect's Name and add any other info you collect from the caller i.e. email address, notes, etc. You should then begin working this as an Active lead.

RV Leads: If the caller is inquiring about an RV site, please change the Lead Type to RV. Resident Calls: If the caller is a Resident, please change the Lead Type to Resident. This will Inactivate the lead.

DON'T FORGET TO WORK THOSE LEADS