eedge is the real estate industry s first and only COMPLETE lead to close agent business solution. It includes lead management, contact management, a

Transcription

1 Over the past few months, we ve all been talking about eedge and eager to learn more about how this revolutionary solution will change our lives and businesses. Today, we re excited to share a sneak peak of what will be launching at Family Reunion! Let s dive in. 1

2 eedge is the real estate industry s first and only COMPLETE lead to close agent business solution. It includes lead management, contact management, a marketing library and a paperless transaction system. 2

3 Let s take a look at how eedge compares to our current systems. When we take a look at our lives today, we most likely find that we are all managing a LOT of systems. We ve got contact management systems, lead systems, lead provider systems, marketing systems, our MLS the list goes on. And of course, every system has its own database, it s own login and is completely disconnected from our other tools. eedge will change this game forever. You will have ONE login to ONE system to manage your entire business from the time you receive a lead through the closing. You will be able to step away from your computer and the hassle of managing all these technologies, and get back to the business of selling real estate. 3

4 In addition to being chained to our computers unnecessarily, we also know that as an industry, we have a bad rep when it comes to lead capture. 67% of all industry leads go unanswered. That s usually not because we don t want to follow up, it s because we don t know they re there. For Keller Williams associates this should never happen again. eedge will capture those leads and deliver them straight to you, ensuring you never miss a lead. 4

5 So, why did Keller Williams create this solution? In 2010, our leadership sat down and mastermind ed with our Agent Technology Council. And they heard several pain points We need our systems to flow together. There are no comprehensive solutions out there. All of the solutions are different and overwhelming. We are all using different tools. We recognized a challenge, and a great opportunity to help our associates overcome it. 5

6 And eedge was born a single, integrated system that does business the way you do business. The triangle represents your business. myleads are fed into mymarketing and closed through mytransactions, allowing us to leverage our time and focus on what matters most. From MREA, we know that our business is our database. So everything you do, is linked to mycontacts. 6

7 The new dashboard for eedge will be built directly into the mykw dashboard. You ll have a simple control panel with links to the components of eedge and action alerts prominently displayed. So, for example, the myleads icon will notify you of any new leads captured, the mymarketing icon will prompt you to prepare marketing materials for new listings and the mytransactions icon will display any actions required during the contract process. From your control panel, you always have direct access straight into your contacts and . 7

8 Let s dig deeper into the lifecycle of a lead. Sally Seller registers on your website. She has raised her hand and said she wants to talk to you. 8

9 Her information is taken directly into the myleads tool. 9

10 You are immediately notified the lead has come in. Not only is it displayed on your control panel, you may also elect to be notified by text message our directly to your smartphone. 10

11 At the same time, the system sends Sally a welcome customized from you. Sally is impressed by your fast response time! 11

12 In your lead notification, you simply click the link to access Sally s information. 12

13 You review the lead notification alert and choose to contact Sally Seller using one of the pre defined eedge templates. Because Sally is a seller, you send her a seller report. Had Sally been a buyer lead, you would also have captured the price range she was looking at, which properties she viewed, and which she saved. You would be able to choose to send her listing alerts and easily pull recommended listings straight from the tool and direct to her. 13

14 All the communication is saved in Sally s record in mycontacts, so your history of communication is recorded. 14

15 To help you convert Sally from a lead to a listing, you are able to quickly drop her into an automated, beautifully designed, 8 x 8 program so she is touched regularly over the following eight weeks. 15

16 Sally is so impressed by your professionalism that you get an appointment! 16

17 To prepare for the appointment, you print and hand deliver a prelisting presentation from the mymarketing system. To customize it, all of Sally s information has been prepopulated from her records in mycontacts. You then print a listing presentation. 17

18 Once you ve secured the appointment, you kick of the listing loop in mytransactions. 18

19 You prepare the listing agreement form within the mytransactions tool. 19

20 Sally is wowed by your professionally designed listing presentation and your obvious skill as a real estate agent. She decides to sign the listing agreement and you are able to pull out your ipad right then and there and have her sign electronically. The contract is stored within mytransactions and accessible anytime. 20

21 By signing the listing agreement, Sally is added to the loop in mytransactions. Now she will have 24/7 access to all the documents she needs to see during the process. 21

22 Now that the house is listed, you create the listing package using mymarketing. The system provides a wide variety of top notch, professionally designed marketing tools. 22

23 And. Bonus! Because of how professionally you ve marketed Sally s property, a buyer, captured through one of the many sources KWLS syndicates, registers for your help in finding them a home and is dropped straight into your myleads! 23

24 Now that Sally s property is listed, she can go right to your website and see the market report for her property, how it s doing and what the activity is. She has round the clock access to show her how well you are marketing her listing. 24

25 And because you ve done such a phenomenal job, a buyer wants to make an offer! 25

26 You can easily invite the Buyer s Agent into the listing loop of mytransactions so that he has access to the electronic transaction process as well. He will have access to the specific elements and forms of the transaction that you share with him. 26

27 The buyer s agent invites his client, Beth Buyer, into the loop. 27

28 Beth Buyer is able to sign the contract to purchase electronically online. And by the way, if any of the parties in the transaction do not want to sign electronically, you can always print the documents, collect hard copies of the signatures and then scan them into the mytransactions system for storage and reference. 28

29 Sally, not quite satisfied with the offer, counters online. 29

30 Beth Buyer accepts the terms and signs electronically. 30

31 All the way from the listing to closing the sale, not a single piece of paper has been created and is fully stored in the listing loop in mytransactions. Your negotiation process has been quick and easy. And you have a clean, easy to reference revision history. 31

32 You facilitate signatures on all remaining contracts. 32

33 And, you close the loop with the Greensheet and submit it elecrtronically to your Compliance Coordinator for review. 33

34 The property closes and the completed contract to purchase is stored in the listing loop for seven years. You can direct any of the parties in the transaction to your website at any time to reference the documentation. 34

35 Now that Sally is a past client, you can drop her into a 33 Touch campaign offered through mymarketing which will allow you to keep in touch with her on an ongoing basis. 35

36 Further, you can leverage Just Sold postcards availalble through mymarketing using Sally s sold property to generate even more leads. 36

37 So, think about all the time and money that the eedge solution can save you. A streamlined facilitation of the closing process, no more multiple payments for all types of different technology solutions or running all over town collecting signatures. How much more time will you have to spend if front of your clients rather than in in behind your computer? 37

38 We will launch this game changing system at the state of the company. We have chosen to roll out the system in a phased approach in order to allow for a smooth adoption and transition, and to be able to collect your feedback and improve the tool along the way. We do recommend you keep your existing systems for at least 30 days for an easy conversion. At go live, you will have access to your control panel and immediate access to lead notification for all eagentc and eedge sources when new leads come in. This includes all of the sites the KWLS syndicates. All leads will be automatically followed up on. You will able to import your contacts and group them according to specific campaigns. You will have access to schedule and deliver the beautifully designed new resources in mymarketing, including a 12 Direct campaign, 8 x 8 for Buyers, 8 x 8 for Sll Sellers and 33 Touch. And dif you are located din Canada, you will have access to Canadian versions of all these campaigns. Further, you will have access to the customizable Pre Listing Presentation, Listing Presentation and Buyer Consultation. And continued access to the complete mykw marketing library. mytransactions will roll out regionally. We will be training in every market center across the country to ensure an easy and seamless integration and adoption of the mytransactions system. In April, we will roll out phase 2 of the system. Leadership will be provided with a market center lead generation site, full lllead routing and recruiting ii marketing library. Our agents who have 3 rd party websites will be able to automatically capture those leads and have them delivered into the eedge system. An easy button will be developed to conduct a bulk import of your contacts from other CRM providers into the eedge system. And you will have access to additional mymarketing resources, including automated and custom Seller s reports and lead generation campaigns for KW Luxury Homes and KW Commercial members. June will mark the final, Phase 3, rollout. Although KWRI has a lot of ideas on what phase 3 could include, they will really be looking to us to help hl them determine what works, what needs to be changed, etc. They ll be using our feedback to fine tune the system. 38

39 mytransactions has already gone live in the Carolinas to rave reviews. Our region will roll out mytransactions on. We re deploying a phased rollout in order to ensure that we can train every market center in person on the system to allow for seamless adaptation into our businesses. 39

40 There will be a host of opportunities to learn more about eedge at Family Reunion. You ll see a number of breakout sessions, as well as hands on technology training in the tech room. We ll have an eedge booth staffed with sixteen stations where you can begin the process of activating eedge with a trained consultant. 40

41 KWRI is also hosting agent webinars on Tuesdays and Thursdays in February, so be sure you get signed up for one of those. You can always keep up on the latest eedge news by visiting the eedge page on mykw. And you can contact eedge support at or visit the Facebook page. 41

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43 Thank you for coming today. eedge is here and we are thrilled to have it. The team has been working diligently to deliver you a system that provides you with everything you need to facilitate your 80% in a faster, easier, more efficient way for a fraction of the cost. (click to animate the triangle) 43