Eedge 101 Training Guide v1.6c

eEdge101 Training Guide
Table of Contents
(Click on a lesson to jump to it.)
Lesson1:WhatiseEdge?
WhatIseEdge?.........................................................................................................................................2
YoureEdgeControlPanel.........................................................................................................................4
IfYouNeedHelp.......................................................................................................................................5
FiveDailyeEdgeActions...........................................................................................................................6
Lesson2:ActivatingeEdge
ActivatingeEdge.......................................................................................................................................2
eEdgeforTeams.......................................................................................................................................8
Lesson3:eEdgeSetup
YoureEdgeWebsite..................................................................................................................................2
HomePage............................................................................................................................................2
BuyPage................................................................................................................................................3
SellPage................................................................................................................................................3
MovePage............................................................................................................................................4
MeetPage.............................................................................................................................................4
ContactPage.........................................................................................................................................5
CaptureMoreLeads..................................................................................................................................5
AccesstheAdminPage.............................................................................................................................5
YourWebsiteSettings...............................................................................................................................6
YourEmailSettings.................................................................................................................................16
v1.6 2011 Keller Williams Realty, Inc.
Page 1
Lesson4:myLeads
HowLeadsAreRoutedtoYou..................................................................................................................2
LeadNotifications.....................................................................................................................................3
ThemyLeadsDashboard...........................................................................................................................4
RespondingtoLeads.................................................................................................................................5
Lesson5:myContacts
YourmyContactsDashboard....................................................................................................................3
ImportingContacts...................................................................................................................................4
ToimportcontactsusingtheEasyWizard(OutlookorTopProducer)................................................5
Toimportcontactsusingatemplate(MyRedToolsorothersystem)................................................8
CheckingtheStatusofYourImportJob..................................................................................................11
AddingContactsManually......................................................................................................................13
FilteringandSortingYourDatabase.......................................................................................................17
ViewingContactRecords........................................................................................................................18
SendingSeller'sReports..........................................................................................................................21
CreatingGroups......................................................................................................................................23
AddingorRemovingaContactfromaGroup.........................................................................................25
Lesson6:myEmail
Introduction..............................................................................................................................................2
AccessingmyEmail....................................................................................................................................2
Page 2
Lesson7:myMarketing
SetupofmyMarketing..............................................................................................................................2
CampaignsandPresentationsAvailable...................................................................................................5
CustomizinganEmailCampaign...............................................................................................................9
LaunchinganEmailCampaign................................................................................................................15
LaunchingaPrintCampaign....................................................................................................................16
ReviewingCampaignsYou'veSetUp......................................................................................................17
AddingorRemovingPeoplefromaCampaign.......................................................................................20
PreparingforaListingAppointmentorBuyerConsultation..................................................................21
MarketingYourListings..........................................................................................................................24
Lesson8:myTransactions
ThemyTransactionsRollout......................................................................................................................2
WhatismyTransactions?..........................................................................................................................2
myTransactionsSupport...........................................................................................................................2
ActivatingmyTransactions........................................................................................................................2
TheeEdgeControlPanel...........................................................................................................................4
ThemyTransactionsDashboard................................................................................................................5
HowtoCreateaLoop...............................................................................................................................7
Completingforms...................................................................................................................................13
ReviewingLoopForms............................................................................................................................15
YourClientsmyTransactionsExperience...............................................................................................20
InvitingaCoOpAgent............................................................................................................................26
TheRevisionProcess...............................................................................................................................29
JumpingInandJumpingOut...............................................................................................................31
AddingAttachments...............................................................................................................................31
SubmittingforReview.............................................................................................................................35
YourmyTransactionsAccountSettings...................................................................................................37
Page 3
Lesson9:AdvancedmyTransactions
FormSetsandTemplates..........................................................................................................................2
AdditionalLoopTypes...............................................................................................................................3
MoreOptions............................................................................................................................................3
OfferLoops................................................................................................................................................4
RequestingElectronicOffers....................................................................................................................5
CreatinganOfferLoop..............................................................................................................................8
Lesson10:eEdgeIDX
RequestingeEdgeIDX...............................................................................................................................3
InstallingeEdgeIDX...................................................................................................................................7
Lesson11:IntroductiontomyOffice(LeadershipOnly)
IntroductiontomyOffice..........................................................................................................................3
Page 4
Page 5
Lesson 1: What Is eEdge?
Edition1
Revision6
Lesson1:WhatIseEdge?
Lesson1Contents
WhatIseEdge?.........................................................................................................................................2
YoureEdgeControlPanel.........................................................................................................................4
IfYouNeedHelp.......................................................................................................................................5
FiveDailyeEdgeActions...........................................................................................................................6
Lesson 1, Page 1
Lesson1:WhatIseEdge?
What Is eEdge?
eEdgeistherealestateindustrysfirstandonlyCOMPLETEleadtocloseagentbusinesssolution
availableexclusivelytoKellerWilliamsassociates.Itincludesleadmanagementandroutingcapabilities,
fullcontactmanagement,aprofessionalmarketinglibrary,andatruepaperlesstransactionsystemall
inoneintegrated,efficiencyincreasingpackage.
Itisasingleintegratedsystemthatdoesbusinessthewayyoudo
business.
Lesson 1, Page 2
Thetrianglebelowrepresentsyourrealestatebusiness.AtthecoreofyourbusinessismyContacts,which
isfedbymyLeads.LeadsarethencultivatedbymyMarketingandclosedthroughmyTransactions,allowing
youtoleverageyourtimeandfocusonwhatmattersmost.FromTheMillionaireRealEstateAgent,you
knowthatyourbusinessisyourdatabase.SoeverythingyoudoiscenteredaroundmyContacts.
Lesson 1, Page 3
Your eEdge Control Panel

Eachday,logintomykw.kw.com.Onthehomepage,you'llseeyoureEdgeControlPanel.
YouhavesimplebuttoncontrolslinkingtothemodulesofeEdge.Prominentlydisplayedalertsindicate
necessaryactions.So,forexample,themyLeadsiconwillnotifyyouofanynewleadscaptured,the
myMarketingiconwillpromptyoutopreparemarketingmaterialsfornewlistings,andthe
myTransactionsiconwilldisplayanyactionsrequiredduringthecontractprocess.Fromyourcontrol
panel,youalwayshavedirectaccessstraightintoyourcontactsandemail.
ImportantNote:myTransactionsisrollingoutregionally.ToseewhenyourRegionisscheduledtogo
live,visittheeEdgepageonmykw.kw.com.
Lesson 1, Page 4
EachoftheeEdgemodulesisintegratedwiththeothers.So,forexample,whenyoucreatemarketing
materialforalisting,theinformationisautomaticallyprepopulatedfrommyContacts.FrommyContacts,
youcanopenupthecurrentetransactionrightfromthecontactrecordinoneclick.Nomatterwhere
youareintheeEdgesystem,youwillalsoalwaysfindeasyaccesstoanyothereEdgemodulethrough
thetoptoolbar.
If You Need Help

AsyoulearntheeEdgesystem,eEdgeSupportisalwaysheretohelp!Youllfindeasylinkstoresources,
training,andlivesupportonanyscreenofeEdge.
Lesson 1, Page 5
Five Daily eEdge Actions

TheresalotoffunctionalityineEdgethatyoucantakeadvantageof!Butgetstartedquicklyeachday
bycompletingtheFiveDailyeEdgeActions:
1. LogintoyoureEdgeaccounteverymorningandevening.
2. Respondtonewleadsandupdatetheirstatus.
3. Replytonewemailfromcontacts.DontforgettocheckyourWebmailtoo!
4. Takeactiononcurrentreminders!Besuretosetupfuturereminders!
5. Prepareanymarketingmaterialfornewlistingsorlistingappointments.
And,onceyoulaunchmyTransactionsinyourRegion,theresasixth!
6. CheckmyTransactionsandaddressanynotifications.
Lesson 1, Page 6
Lesson 2: Activating eEdge
Edition1
Revision6
Lesson2Contents
ActivatingeEdge.......................................................................................................................................2
eEdgeforTeams.......................................................................................................................................8
Lesson 2, Page 1
Activating eEdge
Areyouonateam?Ifso,youwillhaveuniqueconsiderations.Beforeanymembersofthe
teamactivatetheiraccount,itiscriticaltoreviewtheteamoptionsattheendofthislesson.
Congratulations!You'rereadytogetstartedineEdge.First,youllneedtoactivateyouraccount.
1. Logintomykw.kw.com.ClickActivateeEdgeNow!
Lesson 2, Page 2
2. Now,clickYestogetstartedwithactivatingyouraccount.
3. ClickActivateyoureEdgeaccount.
Lesson 2, Page 3
Lesson 2, Page 4
4. Completeallrequiredinformation.IntheContractingPartyfield,enteryourownname.
Lesson 2, Page 5
5. Completeyourwebsitesetup.YoureEdgewebsiteservesasanadditionalleadsourceand
capturesystemforyou.Youarealsoprovidedwithanemailaddressthatwillallowyouto
trackallcorrespondenceswithintheeEdgesystem(formore,seesubsequentlessons).
a) Entertheprimaryzipcodeinwhichyouconductbusiness.
b) DecideyoureEdgesubdomain.ThiswillbethelinkforyoureEdgewebsite.Besureyou
DONOTenterwwworhttpintothefield.
c) WhatyoudecideforyoureEdgesubdomainwillalsobeyoureEdgeemailaddress.
d) ClickFinishSetup.
.kwrealty..com
@kwrealty com
Congratulations!You'renowreadytobeginusingeEdge!
Lesson 2, Page 6
Lesson 2, Page 7
eEdge for Teams

TeamsoftwoagentsmayhavetheirownaccountsorshareoneeEdgeaccount.
Option1
IfyouareonatwopersonteamandchoosetohaveyourowneEdgeaccounts:
MembersoftheteammaintainindividualeEdgewebsitesandeEdgeemailaddresses.
Membersoftheteammaintainseparateleadflows,databases,marketingportfoliosand
transactions.
Choosethissetupifyoubookyourproductionseparately.
Option2
IfyouareonatwopersonteamandchoosetoshareoneeEdgeaccount:
MembersoftheteamchoosealeadagentwhowillactivateoneEdge.
WithintheMarketLeaderwebsiteadmintool,agentsaddbothMLSIDstopullbothlistings.
MembersoftheteamshareaneEdgewebsite,eEdgeemailaddress,leadflow,database,
marketingportfolioviatheleadagentsaccount.
Choosethissetupifyoubookallyourproductionunderoneagent.
Teamsofthreeormoreagentsmayhavetheirownaccountsorshareone.
AswesharedonoureEdgeRoadshow,wewilldeliverasolutionthatallowsourteamstohaveashared
databaselaterthisyear.Inthemeantime,teamshavetwooptionsforusingeEdge:
Option1
AllagentsonateamcanactivateanduseseparateeEdgeaccounts,whichcanthenbeconvertedtoa
shareddatabasewhenitsavailable.
Option2
TheleadagentcanactivateandbeginusingtheireEdgeaccounttolearnthefunctianlityandcapabilities
ofthesystemandotherteammemberswaittoactivate.
Additionallly,oureEdgepartnerMarketLeadersRealtyGenerateorproductoffersteamsasubstantial
numberofaddonsthatarefullyeEdgecompatible,includingadditionalonlineleadgenerationtools,lead
management,andmarketingbenefits,aswellasteammanagement,accountability,andperformance
dashboards.RealtyGeneratorisofferedatasubstantial,KWexclusivepriceof$999/mo($500month
discount).
Lesson 2, Page 8
Lesson 3: eEdge Setup
Edition1
Revision6
Lesson3:eEdgeSetup
Lesson3Contents
YoureEdgeWebsite..................................................................................................................................2
HomePage............................................................................................................................................2
BuyPage................................................................................................................................................3
SellPage................................................................................................................................................3
MovePage............................................................................................................................................4
MeetPage.............................................................................................................................................4
ContactPage.........................................................................................................................................5
CaptureMoreLeads..................................................................................................................................5
AccesstheAdminPage.............................................................................................................................5
YourWebsiteSettings...............................................................................................................................6
YourEmailSettings.................................................................................................................................16
Lesson 3, Page 1
Lesson3:eEdgeSetup
Your eEdge Website

WithyoureEdgeaccountcomesanewwebsite.AsyousawduringtheeEdgeactivationprocess,theURL
formatishttp://yoursubdomain.kwrealty.com.ThisnewwebsitedoesnotreplaceyoureAgentCsite;it
servesasanadditionalleadcapturesourceforyou.Thinkofthisasyournichesiteforbuyers,tohelp
youcastawidernet.
Thebestpartisthatitsextremelysimpletosetupandrequiresnomaintenance.Itsalsosearchengine
optimized,whichmeans,forexample,whenconsumersuseGoogletosearchforpropertiesintheir
area,yoursitewillrankhigherinthesearchresults.
HomePage
ShownbelowisanexampleofaneEdgewebsitesHomePage.
Lesson 3, Page 2
Lesson3:eEdgeSetup
BuyPage
OntheBuyPage,consumerscaneasilysearchforhomesthatmeettheircriteria.Consumersmayview
onepropertybeforetheyarepromptedtoregisteronyoursite.Theywillberequiredtoregisterin
ordertoviewmoreproperties.
SellPage
TheSellPagecontainsaformthroughwhichconsumersmayrequestacustomevaluationfromyou.By
completingthisform,theyllregisteronyoursiteandyoullbenotifiedimmediatelyoftheirrequest.
Lesson 3, Page 3
Lesson3:eEdgeSetup
MovePage
TheMovePageisautomaticallypopulatedwithamapandlinkstositeswithrelocationandschool
informationforthecommunitiesyouserve.
MeetPage
UsetheMeetPagetoexplainwhatmakesyoustandoutfromotheragentsinthecommunity.Thispage
alsoincludesamapshowingthelocationofyourMarketCenter.
Lesson 3, Page 4
Lesson3:eEdgeSetup
ContactPage
Finally,theContactPageprovidesanemailformforconsumerswhowanttoreachyou.
Capture More Leads

Noticethateverypagehasaleadcaptureopportunitybyofferingconsumerareasontoregisteronyour
site.MarketLeaderhasextensivelytestedthiswebsitedesignwithitsprepopulatedtext,anditsbeen
wellproventosuccessfullycaptureleads.
Access the Admin Page

BeforeyougetstartedineEdge,setyouradministrativesettingsproperlytoensureyourleadsare
directedtoyou.Toaccessyouradminsettings:
1. ClickViewContactsundermyContactsonyourcontrolpanel.
Lesson 3, Page 5
Lesson3:eEdgeSetup
2. OnthemyContactsdashboard,youllseeyourAdminsettingsinthelefthandnavigationpane.
ClicktheWebsitelink.
Your Website Settings

YoureEdgewebsiteisreadytogowithjustafewsmallupdates!
1. Thereareseveralareasofinformationthatyoullupdatetosetupyourwebsite.Atanytime,
youcanpreviewyourwebsitebyclickingtheViewyourwebsitelink.Dothisoftenasyoumake
changessoyoucanseehowtheyaffectyoursite.
Lesson 3, Page 6
Lesson3:eEdgeSetup
2. UnderGeneralInfo,ensureyourofficeinformationiscorrect.
3. Updateyourtimezone(ifyouarenotinthePacifictimezone).
a)UnderGeneralInfo,clickEdit.
Lesson 3, Page 7
Lesson3:eEdgeSetup
b)ChoosethecorrecttimezoneandclickSave.
4. Next,clickProfileInfofromthelistofwebsitesettings.Allofyourprofileinformationispulled
fromWhitePages,whichistheinformationusedtoensurethatanyreferralssenttoyouare
successfullydelivered.IfanythingneedstobeupdatedhereineEdge,youshouldalsoupdate
yourWhitePagesprofiletoensureyoudontmissanyreferrals.
a) ClickEdit.
Lesson 3, Page 8
Lesson3:eEdgeSetup
b) Edityournameifnecessary.
c) Addyourcellphonenumber.
d) Youdonotneedtoedityourloginorpassword.
e) ExternalemailisforsendingemailsfromadifferentemailaddressthatyoureEdgeemail
address.Itisrecommendedthatyoudonotchangethisforinitialsetup,buttolearnmore
onthisfield,pleaseseeLesson6onmyEmail.
f)
AlternativewebsiteistouseadifferentwebsiteaddressthanyoureEdgewebsiteaddress.
Fornowitisrecommendedthatyouleavebothexternalemailandalternativewebsite
blank.WewilldiscussbothoftheseoptionsinmoredetailinLesson7onmyMarketing.
g) AddyourAgentMLSID.ThiswillensureyoureEdgewebsiteproperlydisplaysyourlistings
fromtheKellerWilliamsListingSystem.Ifyouarepartofatwomemberteam,youmayadd
twoMLSIDstopullbothofyourlistings.
YourAgentMLSIDisthesameasyourAssociateID,foundinyourKWWhitePagesprofile.If
youarenotsurehowtofindthis,skiptoStep5.
ImportantNote:YouwillnotbeabletoaddyourtrueAgentMLSIDuntilyour
completetheRequestIDXprocessandhaveapproval.FormoredetailsseeLesson
10oneEdgeIDX.
h) Enteranyadditionalinformationaboutyourselftodisplayonyourwebsite.
i)
Edityourbio.
j)
Addanyawardsyoudlikedisplayedonyourwebsite.
k) Addyourphoto.
Lesson 3, Page 9
Lesson3:eEdgeSetup
b. Editnameifnecessary
c.Addcellphone
d.Youdonotneedtoedit
yourloginorpassword
e.Itisrecommendedthat
youleaveexternalemail
blankfornow.Wecoverthis
inLesson6onmyEmail
f.Itisrecommendedthat
youleavealternative
websiteblankfornow.We
coverthisinLesson7on
myMarketing
k.Addyourphoto.
Thisappearson
everypageofyour
website.
g.AddAgentMLSIDthisis
yourAssociateIDfrom
WhitePages
h.Addanyadditionalinfo.Thisappears
attheverybottomofeachpageonyour
website.
i.Edityourbioasnecessary.This
appearsontheMeetPageofyour
website.
j.Addanyawards.Thisappearsonthe
MeetPageofyourwebsite.
5. IfyoualreadyhaveyourAssociateID(substepgabove,skiptoStep6.Otherwise,
followthesesteps:
Lesson 3, Page 10
Lesson3:eEdgeSetup
a. GotothemyKWhomepageandclicktheEditMyProfilelinkunderneathyour
profilepicture.
b. Thiswillbringyoutoasummaryofyourcontactinformation.Clickeditatthe
topoftheMyKWInfocolumn.
Lesson 3, Page 11
Lesson3:eEdgeSetup
c. ThiswilldisplayyourassociateinformationintheKWWhitePages.Your
AssociateIDislocatedunderneathyourusername.Youcancopyandpastethis
IDnumberintotheMLSIDfieldintheeEdgeWebsiteProfileInfo.
6. UpdatetheMainText,ifdesired.
Thistextappearsonyour
websitesHomePage.
7. UpdatetheSellText,ifdesired.
Thistextappearsonyour
websitesSellPage.
Lesson 3, Page 12
Lesson3:eEdgeSetup
8. ClickSiteImagestoaddasitebannerimageandagencylogo.
TheSiteBannerappearson
yourHomePage.
TheAgencyLogoappearson
everypageofyoursite.
9. ClickAlertstospecifyhowyouwillbenotifiedwheneveryoureceiveanewleadora
newemailmessagethroughthe
system.
a) Enterthecellphonenumberandemailyouwantalertssentto.Youmaychooseup
tothreeplacestosendalerts.
b) ClickAddafteryouenterthephonenumberoremailaddressforeachalert.
Lesson 3, Page 13
Lesson3:eEdgeSetup
10. AddyourCommunitiesServed.
a) ClickCommunitiesServedandAddCommunity.
b) EnterthenameofyourcommunityandclickContinue.
c) EnterazipcodeandclickAddZip/PostalCode.Repeatifyouwanttoadd
multiplezipcodes.
Lesson 3, Page 14
Lesson3:eEdgeSetup
d) Ifyoudliketoindicatethecenterofthiscommunityonthemap,clickanddrag
theredpushpintothatlocation,andclickAddCenter.
e) Finally,youcanincludealinktoacommunitysite.Todothis,either:
i. ClickCreateURLandallowthesystemtoautomaticallyfindasite.
ii. EntertheURLofyourchoiceintotheCommunityInfoURLfield.
ClickDonewhenyouarefinished.
Lesson 3, Page 15
Lesson3:eEdgeSetup
11. ClickListingAddresstocontrolwhetherornotpropertyaddressesaredisplayedfor
listingsonyourwebsite.
Youllnoticeafewitemsinthelistofwebsitesettingsthatwerenotcovered.Thoseare
enhancedwebsitefeaturesthatareavailablewithMarketLeaderProfessionalEdition.
Your Email Settings

Asyousawduringtheactivationprocess,youreEdgeaccountcomeswithanadditionalemailaddress,
whichwillbeformattedasyoursubdomain@kwrealty.com.
Anyleadswhoregisteronyoursitewillreceivetheirinitialsystemgeneratedwelcomeemailfromthis
address.Anytimeyouorthesystemusesthisemailaddresstocommunicatewithoneofyourleadsor
contacts,themessagessentandreceivedaretrackedinthemyEmailmoduleofeEdge.
Weencourageyoutousethisaddresswhencorrespondingwithleads,orwithanycontactsforwhom
youwanttokeepacorrespondencehistoryinyoureEdgedatabase.
Lesson 3, Page 16
Lesson3:eEdgeSetup
1. ClicktheEmailtabtoaccessyouremailsettings.
2. eEdgeincludesabuiltinListingAlertCampaigntoencourageyourleadsandcontactsto
signupforlistingalerts.Youcancustomizethemessagesthatwillbesentat2weeks,1
monthand3monthstocontactsinyourdatabasethatarenotsignedupforemailalerts
(withtheexceptionofthosewhoaremarkedwithHot,Sold,orTrashstatus).
Lesson 3, Page 17
Lesson3:eEdgeSetup
3. EmailSignatureallowsyoutocustomizetheemailsignaturethatwillbeincludedonany
emailsautomaticallygeneratedfromthesystem.Changeyouremailsignature,if
desired,andclickSave.
YourTurn!
Updateyourwebsitesettingsnow.
Viewyourwebsiteregularlyasyouadjustyoursettings,
soyoucanseetheeffectofyourupdates.
Lesson 3, Page 18
Lesson 4: myLeads
Edition1
Revision6
Lesson4:myLeads
Lesson4Contents
HowLeadsAreRoutedtoYou..................................................................................................................2
LeadNotifications.....................................................................................................................................3
ThemyLeadsDashboard...........................................................................................................................4
v1.62011KellerWilliamsRealty,Inc.
Lesson 4, Page 1
Lesson4:myLeads
How Leads Are Routed to You

LeadscomeintoyoureEdgecontrolpanelfromanumberofdifferentsources.Youwillreceiveleads
fromyoureAgentCwebsiteandyoureEdgewebsite.Youwillalsoreceiveleadsfromthefortyplus
additionaleAgentCsources.TheseincludeallthesitesthattheKWLSsyndicates:
Lesson 4, Page 2
Lesson4:myLeads
Lead Notifications
Youmaybenotifiedofnewleadsinthreeways:
1. ThroughthecontrolpanelundermyLeads
2. Byemail(ifyouhaveoptedintoemailalerts)
3. Bytextmessage(ifyouhaveoptedintotextmessagealerts).
ImportantNote:Forinstructionsonoptingintoemailor
textalerts,seeLesson3oneEdgeSetup.
Lesson 4, Page 3
Lesson4:myLeads
The myLeads Dashboard

1. ClickNewLeadonyoureEdgecontrolpaneltoaccessthemyLeadsdashboard.
2. Newleadsthatrequireactionarelistedatthetop.Asummaryoftheinformationcollectedat
leadcaptureisincluded.
Lesson 4, Page 4
Lesson4:myLeads
3. NotethatrightonyourmyLeadsdashboard,youalsohaveaccesstoyourrecentmessagesfrom
contactsandanycurrentreminders.
Responding to Leads
1. Theinstantaleadregisters,heorsheissentanimmediatenotificationemailandyouare
notified.
2. Clicktheleadsnametoinitiatecontact.
Lesson 4, Page 5
Lesson4:myLeads
3. ClickOpentheICWtolaunchtheInitialContactWizard(ICW).
4. Iftheleadhasprovidedaphonenumber,theICWgivesyouascriptandpromptsyoutorecord
thecalloutcome.
Lesson 4, Page 6
Lesson4:myLeads
Lesson 4, Page 7
Lesson4:myLeads
5. Youarepromptedtosetareminderforfollowup.
6. Iftheleadhasprovidedonlyanemailaddress,theICWwillpromptyoutosendanemail.
Lesson 4, Page 8
Lesson4:myLeads
7. Besuretochangethestatusafteryoucontactthelead.Ifyoudonotcontactaleadwithin
twelvehours,eEdgewillautomaticallysendthemanemail.eEdgewillnotautomaticallychange
aleadsstatusthatisonlydonebyyou.
8. Ifyoucannotservicealeadyourself,youmaychoosetotransferit.
9. YoullnownoticethattheleadsyoucontactedarenolongerinyourmyLeadsdashboard;they
havebeenmovedtomyContacts.
YourTurn!
1.GotoyoureEdgewebsite.
2.Registeryourselfasasellerleadwithyourpersonalemailaddress.
3.Accessthenotificationviayouremailortext.
4.ClickontheleadandgothroughtheICWprocess.
Lesson 4, Page 9
Lesson4:myLeads
Lesson 4, Page 10
Lesson 5: myContacts
Edition1
Revision6
Lesson5:myContacts
Lesson5Contents
Lesson5:myContacts...................................................................................................................................1
YourmyContactsDashboard....................................................................................................................3
ImportingContacts...................................................................................................................................4
ToimportcontactsusingtheEasyWizard(Outlook,TopProducerorMyRedTools)..........................5
Toimportcontactsusingatemplate(anyothersystem).....................................................................8
CheckingtheStatusofYourImportJob..................................................................................................11
AddingContactsManually......................................................................................................................13
DeletingaContactManually...................................................................................................................16
ViewingContactRecords........................................................................................................................18
SendingSeller'sReports..........................................................................................................................21
CreatingGroups......................................................................................................................................23
AddingorRemovingaContactfromaGroup.........................................................................................25
Lesson 5, Page 2
Lesson5:myContacts
Your myContacts Dashboard

1. Logintomykw.kw.comandclickmyContacts>ViewContactsontheeEdgecontrolpanel.
2. ThiswillbringyoutoyourContactsdashboard,whichlistsallcontactsinyourdatabase.
Lesson 5, Page 3
Lesson5:myContacts
Importing Contacts
YoucanaddagroupofcontactsintoeEdgebyqueuingthemforimport.Welloutlinetwowaysofdoing
thisbywayoftheeEdgeEasyWizardandbyuseofacontactimporttemplate.
BeforedoingabulkimportintoeEdge,taketimetocleanupyourcurrentdatabasesoyouhavethe
cleanest,mosteffectivebookofbusinesspossible.ContinueusinganyexistingContactManagement
SystemasyoubecomefamiliarwiththeeEdgesystem.Newleadswillbefunnelingintohelpyouget
usedtoworkingineEdge.
ImportantNotes:
Youmayincludeupto10,000rowspercontactfilethatyouimport.Youmayimportasmany
filesperdayasyouwish.Pleasenote,however,thatinordertopreventtheimportwizard
systemfromoverloading,allimportfilesregardlessofsizeornumberofrecordswillbeput
intoaqueuetobeimported.
Werecommenduploadingyourcontactsingroups(e.g.,sellers,firsttimehomebuyers,newto
area,etc.)asyougetstartedineEdge.Thiswillallowforasmoothtransitionintothesystem.
Whenpreparingyourcontactfiletobeimported,pleasenotethatfirstname,lastnameare
required.
eEdgewillnotallowmorethanonecontactwiththesameemailaddress,sobesurethateach
emailaddressyouimportisunique.
IfyouareimportingcontactsfromOutlook2007orTopProducer,orMyRedToolsyoucanuse
theeEdgeEasyWizard.Seepage45forinstructions.
IfyouareimportingcontactsfromanyotherContactManagementSystem,youllfirstorganize
yourcontactfileintoaspecificformat,usingatemplatecalledCustomImportTemplateonthe
ImportContactspage.
Ifyouencounterissueswhileimportingyourcontacts,contacteEdgeSupportbyclickingHelpand
SupportinthetoprightcornerfromanywherewithintheeEdgesystem.
Lesson 5, Page 4
Lesson5:myContacts
ToimportcontactsusingtheEasyWizard(Outlook,TopProduceror
MyRedTools)
1. ExportyourcontactsfromOutlook,TopProducerorMyRedToolsintoaCSV(CommaSeparated
Values)file.Theprocessfordoingsowillvarydependingonthesystemyouareusing.Referto
yoursystemsdocumentationforthehowto.
ImportantNotes:
Usethedefaultfieldmappinganddonotadd,edit,ordeleteanycolumnsorcolumnheaders
inthefile.Youmayupdatethedataintherowsthatcontaincontactinformation,ifdesired.
Pleasereviewthefileforcontactinformationaccuracybeforeimporting.
TopProducer8iprovidestwoavailableexportfileformatsthatcanbeimportedintoeEdge
ContactrecordandalladdressesandcommunicationsORContactrecordandall
associateditems.Pleaseexportyourcontactsinoneoftheseformats.
2. ClickImport/ExportonthemyContactsdashboard.
Lesson 5, Page 5
Lesson5:myContacts
3. OntheContacts>Importscreen,completethefollowingbyselectingfromthedropdowns:
Step1:(optional)Assignagrouptothecontactsyouareabouttoimport.Thisrequiresthat
youhavecreatedoneormoregroupsusingtheManageGroupsfeature.Seepage59for
instructionsoncreatinggroups.
Step2:EnsurethatthecontactstatusissettoActive(oranystatusotherthanLead)to
preventeEdgefromtreatingthecontactsyouimportasleads,andsubsequentlysendingthe
automaticemailaftertwelvehours.
Step3:SelecteitherOutlook2007CSV,TopProducer8i,orMyRedToolsasthe
importfile
type.
4. ClickBrowseandnavigatetotheCSVfileyouexportedfromyourContactManagementSystem.
5. ClickImporttoqueueyourcontactsforimport.
Lesson 5, Page 6
Lesson5:myContacts
6.
YouwillimmediatelyreceiveanInformationorErrormessage,lettingyouknowthestatus
ofyourimportrequest.
IfyoureceiveanInformationmessage,yourcontactsarewaitinginaqueuetobe
imported.Thetimeittakesforyourcontactstoimportwillvarydependingonthesize
andnumberofrowsinyourCSVfile.
ExampleofInformationmessage:
IfyoureceiveanErrormessage,contacteEdgeSupportforassistanceifyouare
unabletoresolvetheerroronyourown.Themostcommonerrorsoccurbecauseofthe
following:
o
TheCSVfiledoesnotincludeallrequiredcolumnsand/ordata.
ColumnsarenotinproperorderintheCSVfile.
ExamplesofErrormessages:
Lesson 5, Page 7
Lesson5:myContacts
Toimportcontactsusingatemplate(anyothersystem)
1. ExportyourcontactsfromanyContactManagementSystemintoaCSV(CommaSeparated
Values)file.Theprocessfordoingsowillvarydependingonthesystemyouareusing.Referto
yoursystemsdocumentationforthehowto.
2. DownloadtheCustomImportTemplate
a. Gotohttp://kwconnect.kw.com/connect.
b. ClickAgentsontheKWConnecttoolbar.
c. ClickeEdgeunderTechnologyTrainingontheAgentpage.
d. SavethetemplatefiletoyourDesktop.
e. InExcel,openthetemplatefilethatyoudownloadedfromKWConnect.
3. YouwillcopythedatafromtheCSVfilethatyouexportedfromyoursystemintothetemplate.
However,itisimportantthatyoudonotremoveoraddanycolumnstothetemplate,andyou
shouldnotrenameanycolumns;thestructureofthetemplatefilemustremainintact.
a. InExcel,opentheCSVfilewithyourcontactsthatyouexportedfromyoursystem.Youwill
nowhavetwoExcelfilesopen.
Exampleoftemplate(left)andyourcontactfile(right)sidebysideinExcel:
Lesson 5, Page 8
Lesson5:myContacts
b. Copyeachcolumnofdatafromyourcontactfileandpasteintothecorrespondingcolumnin
thetemplate,onecolumnatatime.Besureyoudonotremoveanycolumnsfromthe
templatefile,eveniftheydonotcontainanydata.
c. Whenyouhavecopiedallofyourdata,savethetemplatefile.Thisisthefilethatyouwill
importintoeEdge.
4. ClickImport/ExportinthemyContactsdashboard.
5. OntheContacts>Importscreen,completethefollowingbyselectingfromthedropdowns:
Step1:(optional)Assignagrouptothecontactsyouareabouttoimport.Thisrequiresthat
youhavecreatedoneormoregroupsusingtheManageGroupsfeature.Seepage20for
instructionsoncreatinggroups.
Step2:EnsurethatthecontactstatusissettoActive(oranystatusotherthanLead)to
preventeEdgefromtreatingthecontactsyouimportasleads,andsubsequentlysendingthe
automaticemailaftertwelvehours.
Lesson 5, Page 9
Lesson5:myContacts
Step3:SelecteitherCustomCSVastheimportfiletype.
6. ClickBrowseandnavigatetothetemplatefilesavedonyourDesktop.
7.
ChooseyourCSVfileandclickImport.
Lesson 5, Page 10
Lesson5:myContacts
8.
YoullimmediatelyreceiveanInformationorErrormessage,lettingyouknowthestatusof
yourimportrequest.
IfyoureceiveanInformationmessage,yourcontactsarewaitinginaqueuetobe
imported.Thetimeittakesforyourcontactstoimportwillvary,dependingonthesizeof
yourCSVfile.
ExampleofInformationmessage:
IfyoureceiveanErrormessage,contacteEdgeSupportforassistanceifyouare
unabletoresolvetheerroronyourown.Themostcommonerrorsoccurbecauseofthe
following:
o
TheCSVfiledoesnotincludeallrequiredcolumnsand/ordata.
ColumnsarenotinproperorderintheCSVfile.
ExamplesofErrormessages:
Checking the Status of Your Import Job

Ifyourcontactsweresuccessfullyqueuedforimport,youcancheckthestatusofyourrequestby
clickingImport/ExportandlookingattheImportedJobssection.
Lesson 5, Page 11
Lesson5:myContacts
Ifanyofyourcontactsfailtoimport,thiswillbeindicatedintheImportedJobssection.
1.
ClickthenumberunderFailedtoseethereasonforthefailure.
2. AnImportErrorReportwilllistthecontactsthatdidnotimportandthespecificerror(s).
YourTurn!
1. Choosetencontactsfromyourcurrentsystem.
2. FollowthedirectionsinthislessontoimportthemintoeEdge.Ifyou
getstuck,contacteEdgeSupport.
Lesson 5, Page 12
Lesson5:myContacts
Adding Contacts Manually

Inadditiontoimportinggroupsofcontacts,youcanalsoaddcontactsoneatatime,asyoumeetthem.
1. FromthemyContactsdashboard,clickAddContact.
2. IntheContacts>AddaContactwindow,filloutthepersonscontactinformation.
ImportantNotes:
Foreachcontactyouaddmanually,firstname,lastnameandemailaddressarerequired.
Eachcontactmusthaveauniqueemailaddress;eEdgewillnotallowmorethanonecontact
withthesameemailaddress.
Ifyouhavealotofcontactswithoutanemailaddress,thebestpracticeistoImportthose
contactsinaCSVfile(whichdoesnothavethissameemailaddressrequirement).We
discussedimportingcontactsearlierinthisLesson.
Lesson 5, Page 13
Lesson5:myContacts
Thereareseveralstatuscategoriesyoucanchoosefrom.Werecommendthefollowing:
LeadLeadswhovejustregistered;youhavenotrespondedtothemyet
RetryContactsyouretryingtoengage
ActiveContactswhoarejustlookingbutareinteractive
InactiveContactswhoarenotcurrentlylookingtobuy
HotContactswhoarereadytobuy/sellnow
SoldContactsyouhavejustclosed
TrashContactswhowishtobeunsubscribed
YourTurn!
Createthreecontactrecords.
Lesson 5, Page 14
Lesson5:myContacts
Lesson 5, Page 15
Lesson5:myContacts
Deleting a Contact Manually

ItisrecommendedthatyouchangetheStatustoTrashratherthandeletingacontact.Thereasonis
thatthereisnotawaytoretrievecontactsthatyoudelete.
IfyoustillwishtoDeleteacontact,followthesesteps:
1. GotothemyContactsDashboard.
2. Clickonthecontact(fortheDetailedView).UnderMoreActions,clickonDelete.
Lesson 5, Page 16
Lesson5:myContacts
FilteringandSortingYourDatabase
Onceyouhaveimportedoraddedyourcontacts,youmayviewtheminyourmyContactsdatabase.
1. TofilterbyStatusorGroups,clickthedropdownandchoosethecategoryyouwanttofilter
by.Toviewallofyourcontacts,selectAllfromtheStatusdropdown.myContactsincludes
severalstatustypes:Lead,Retry,Active,Inactive,Hot,Sold,andTrash.
2. Youmayalsosortbyanyofthecolumnsbyclickingonthatcolumnheader.
YourTurn!
1. DeleteaContact.
2. FilteryourcontactrecordsbyStatus.
3. SortcontactsbyCreateddate.
Lesson 5, Page 17
Lesson5:myContacts
Viewing Contact Records

1. Toviewacontact'sinformationandhistory,clicktheirnameinthedashboard.
Lesson 5, Page 18
Lesson5:myContacts
2. Thecontactrecordwillshowallthekeyinformationyouneedtotakeappropriateaction.Itwill
alsolistanycomments,emails,reminders,andgroupsassociatedwiththeircontactrecord.
Currentreminders
Recommended
action(s)
Clickiconstotake
actions
Comments,email
history,all
reminders,and
groupstowhich
contactbelongs
Lesson 5, Page 19
Lesson5:myContacts
3. SetaremindertotakeactionbychoosingAddaReminder.
YourTurn!
1. Openoneofyourcontactrecords.
2. Addareminderforthenextdaytogivethemacallorsendanemail.
Lesson 5, Page 20
Lesson5:myContacts
Sending Seller's Reports

FromyourmyContactsdashboard,youcaneasilysendaSeller'sMarketReporttohighlighttheservices
youprovideasanagentandhelpacontactwhowantstosellahouseunderstandwhatthehousemight
beworthinthecurrentmarket.
1. ClickonSeller'sMarketReport.
2. Entertherequiredinformationandchoosetoeitherprintoremail.
Lesson 5, Page 21
Lesson5:myContacts
3. ChooseuptothreecomparablelistingsfromthelistreturnedandclickContinue.
4. Thiscreatesareportwhichincludesamessagefromyouandinformationonthe
comparableproperties.
Lesson 5, Page 22
Lesson5:myContacts
YourTurn!
1. CreateaSellersReportforyourselfandemailit.(Youshouldhave
registeredyourselfasaleadinyoureEdgewebsiteinLesson4.Ifnot,
dosonow.)
2. Checkyouremailandseehowitlooks!
Creating Groups
Groupsallowyoutotargetcampaignstoaspecificsubsetofindividualswithasharedinterestor
commonoutcome.Forexample,youmayhaveagroupofindividualswhoallliveinoneneighborhood,
orwhoareallrealestateinvestors.CreatinggroupsmakesiteasytousemyMarketingtosetup
automatedcampaigns!
1. ClickManageGroups.
2. Createagroupforthecampaignyouaresettingup.Nowyouhaveagroup,butnocontactsare
inthegroup.
Lesson 5, Page 23
Lesson5:myContacts
3. ClickContactsfromtheleftnavigationtoviewyourcontactlistandselecttheonesyouwantto
addtothegroup.
4. ClicktheAddGroupsbutton,selectthegroupyouwant,andclickAdd.Youmayselectmore
thanonegroup.
Nowyouwillbeabletoeasilyfilteryourdatabasebygroup.Youcanalsonoweasilysetthegroupupon
acampaignusingmyMarketing(seeLesson7:myMarketinginthisguide).
YourTurn!
1. Createagroupcalled33Touch.
2. Addyourselftothegroup.
Lesson 5, Page 24
Lesson5:myContacts
Adding or Removing a Contact from a Group

ChecktheboxnexttothepersonyouwishtoaddorremoveandclickoneitherAddGroupsor
RemoveGroups.Selectthegroup(s).
Lesson 5, Page 25
Lesson 6: myEmail
Edition1
Revision6
Lesson6:myEmail
Lesson6Contents
Introduction..............................................................................................................................................2
AccessingmyEmail....................................................................................................................................2
IntroductiontotheAlternativeEmailOption...........................................................................................5
Lesson 6, Page 1
Lesson6:myEmail
Introduction
WhenyouactivatedyoureEdgeaccount,youreceivedanew@kwrealty.comemailaddress.This
emailaddressisintegratedintoeEdge,soallmessagessenttothisaddress,orfromthisaddress,willbe
savedandfiledwiththecontact'srecord.Itisrecommendedthatyouuseyour@kwrealty.comaddress
forallleadcorrespondencessothatyoucantakeadvantageofthistracking.
Accessing myEmail
1. UndermyEmail,clickeEdgeMessagesonyourcontrolpanel.
2. YoureEdgeInboxwilldisplayanynewmessagesfromcontactsinyourdatabase.YourLeadsand
Contactsdashboardswillalsodisplaynewmessages.
Lesson 6, Page 2
Lesson6:myEmail
3. Ifyouhavereceivedanyemailstoyour@kwrealty.comemailaddressfromindividualsthatare
notyetcontactsinyourdatabase,youcanfindthemineEdgeWebmail.Emailswith
attachmentsfromanycontactwillalsobefoundinyoureEdgeWebmail.
Emailsfrompeoplenotinyour
contactsdatabasewillbefound
inWebmail.Emailswith
attachmentsfromanycontact
willalsobeshowninWebmail.
4. Choosetoreplytotheemailorfileit.TokeepyourInboxtidy,filemessagesthatyoureplytovia
phone.
Lesson 6, Page 3
Lesson6:myEmail
5. Whenreplyingtomessages,youmaychoosetouseoneofthefiveprovidedtemplates.
6. Theemailsyoureceivedandsentarestoredinthesystemwiththecontactsrecord.
YourTurn!
1. InLesson4,youregisteredasaleadonyoureEdgewebsitewithyour
personalemailaddress.Sendanemailtoyour@kwrealty.comemail
addressfromthispersonalemailaddress.
2. Checkyourinboxandreplytoyourmessageusingoneofthe
predefinedtemplates.
Lesson 6, Page 4
Lesson6:myEmail
Introduction to the Alternative Email Option

InLesson3yousetupyourProfileunderWebsite>Admin>Profileandyoumayhavenoticedthefield
forAlternativeEmail.
Youhaveanoptiontosendemailsforma3rdpartyemailaddressbutthereareafewthingsthatyou
shouldconsiderbeforeaddingthisoption.
EmailsentthroughwebmailandmyMarketingwillshowasbeingsentfromtheExternalEmailaddress
ofyourchoosing,butsinceresponseswillgototheExternalEmailaddress,youremailcommunication
fromcontactswillnotbetrackedwiththecontentineEdge.
IfyouwishtosendemailsfromtheExternalEmail,justgotoyourProfileandentertheemailaddress
andundertheMyMarketingInformationsectionselecttheExternalEmailAddress.
Lesson 6, Page 5
Lesson 7: myMarketing
Edition1
Revision6
Lesson7:myMarketing
Lesson7Contents
SetupofmyMarketing..............................................................................................................................2
CampaignsandPresentationsAvailable...................................................................................................5
CustomizinganEmailCampaign...............................................................................................................9
LaunchinganEmailCampaign................................................................................................................15
LaunchingaPrintCampaign....................................................................................................................16
ReviewingCampaignsYou'veSetUp......................................................................................................17
AddingorRemovingPeoplefromaCampaign.......................................................................................20
PreparingforaListingAppointmentorBuyerConsultation..................................................................21
MarketingYourListings..........................................................................................................................24
Lesson7,Page1
Lesson7:myMarketing
Setup of myMarketing
BeforeyougetstartedinmyMarketing,youllneedtouploadyourphotoandlogosothatyour
myMarketingmaterialsareprepopulatedwiththeseimages.
1. OnyoureEdgecontrolpanel,click[showoptions]undermyMarketingandselectMarketMe.
2. ChooseCreateMarketing.
Lesson7,Page2
Lesson7:myMarketing
3. YouwillbebroughttothehomepageoftheDesignCenter.ChooseProfile.
4. ClickUploadorchangeyourcompanylogo.
Lesson 7, Page 3
Lesson7:myMarketing
5. UploadtheKWlogoofyourchoice,orchoosefromthoseprovided.
Followthesamestepstouploadyourphoto.
Lesson 7, Page 4
Lesson7:myMarketing
Campaigns and Presentations Available

TheeEdgemyMarketingmoduleincludesseveralcampaignstomarketyourbusinessandyourlistings.
ThesepiecesarealignedwiththeprovenmodelsofsuccessfoundinTheMillionaireRealEstateAgent.
Thecampaignsarebeautifullyandprofessionallydesignedtoincreaseyourmindshareandconversion
rates.Below,youwillseethecurrentcampaignsandpresentationsavailableintheeEdgesystem.
Canadianversionsofthesearealsoavailable.Morewillberollingoutoverthecomingmonths,sostay
tuned!Youcanalsocontinuetoaccessallcurrentmarketingmaterialsinthemarketinglibrary.
1. 8x8s
An8x8iseighttouchesovereightweeksandisdesignedtoactivatearelationship.myMarketing
includestwo8x8campaigns,oneforbuyerleadsandoneforsellerleads.
Lesson 7, Page 5
Lesson7:myMarketing
2. 33Touch
Followyour8x8campaignwitha33Touch.Targetthepeoplewhoknowyou,whohavedoneor
willdobusinesswithyou,orwhowillsendyoureferrals.
3. 12Direct
The12Directcampaignincludestwelvemonthlypostcardsdesignedformarketingtopeopleinyour
database.
Lesson 7, Page 6
Lesson7:myMarketing
Lesson 7, Page 7
Lesson7:myMarketing
4. PrelistingPacketandListingPresentation
AprofessionallydesignedPrelistingPacketandListingPresentationguidearenowatyour
fingertips!
5. BuyerConsultation
AprofessionallydesignedBuyerConsultationguideisavailableaswell.
Additionally,theeEdgesystemincludesafullsuiteoftoolstomarketyourlistingsincludingproperty
fliersandpostcards.
Lesson 7, Page 8
Lesson7:myMarketing
Customizing an Email Campaign

ThecampaignsavailableinmyMarketingarecompletelycustomizable.Tocustomizeacampaign:
1. OntheeEdgecontrolpanel,undermyMarketing,clickMarketMe.
2. ChooseCreateMarketing.
Lesson 7, Page 9
Lesson7:myMarketing
3. YouwillarriveatthehomepageoftheDesignCenter.ChooseDesignGallery.
Warning!InordertoaccesstheeEdgecampaigns,youmustgototheDesignGalleryasshown
above.DonotclickNewCampaignonthePortfoliotab.
Donotclickhereforthe
eEdgecampaignsbesure
tochooseDesignGallery!
Lesson 7, Page 10
Lesson7:myMarketing
4. Inthelefthandnavigationpane,chooseacampaigntocustomize.Hereyoucanreviewthe
touchesincludedinthecampaign.ClickSelecttochoosethecampaign.
5. GiveyourcampaignanameandclickNext.
Lesson 7, Page 11
Lesson7:myMarketing
6. Youcanaddindividualsorgroupsofcontactstothecampaign.
a) Selecttheindividualorgroupyouwanttoaddandclickthearrow.Continueuntilall
individualsorgroupsareadded.
b) ClickSave.
ImportantNote:Ifyouwanttocustomizebeforeaddingcontacts,youcandosobyclickingSave
withoutaddinganynames.
Lesson 7, Page 12
Lesson7:myMarketing
7. Fromtheoverviewpagethatappears,youcanrevieweachtouchinthecampaign,edititif
necessary,changethedateortimeitwillgoout,vieworeditthecontactsassignedtoit,and
viewthehistoryofitemssentout.
8. Toeditanevent(thedate),clickEditEventandmakeanyupdatesnecessary.Notethatforthe
33Touchcampaign,thescheduleddateswillbesetbyKWRIthisensuresthatwecaninclude
timelytouchessuchasThisMonthinRealEstate.However,youcanstopatouchinthe
33Touchcampaignifdesired.
Lesson 7, Page 13
Lesson7:myMarketing
9. Tocustomizeapiece,doasfollows:
a) ChooseEditProject.
b) eEdgewillwalkyouthroughalltheelementsoftheprojectandallowyoutomakeeditsto
thetextorimages.
c) Asyoumakechanges,clickPreviewregularlytoviewyourupdates.
Lesson 7, Page 14
Lesson7:myMarketing
YourTurn!
1. ChooseoneoftheprovidedeEdgecampaignsandcustomize.
2. Addyourselftothecampaign.
3. Customizeatleastonemarketingpiece.
Launching an Email Campaign

1. Whenyouarehappywiththecampaign,clickStarttolaunch.
2. ThecampaignwillnowshowasActive.
Lesson 7, Page 15
Lesson7:myMarketing
Launching a Print Campaign

A12DirectcampaigniscurrentlyavailableineEdge.InMay,youwillbeabletofullyautomateyour
12Directsoyoucansetitandforgetit.Untilthen,pleasenotethattoedittheMarchandApril
postcardswithinthe12Directcampaign,clickthe12DirectPostcardsfolderinyourDesignGallery.The
remainingtenpostcardsfortheyearareincludedinthe12Directcampaignfolder.
YoumayalsousetheprocessbelowtosendJustListed,JustSold,orOpenHousepostcards.
1. Onceyouvecustomizedyourpostcard,accessyourprojectwithinyourportfolio.
Lesson 7, Page 16
Lesson7:myMarketing
2. Selectanoptionforprintingandcompletethecheckoutprocess.
Reviewing Campaigns You've Set Up

Toreviewthecampaignsyouhavesetup,dothefollowing:
1. OntheeEdgecontrolpanel,undermyMarketing,clickMarketMe.
2. ClickCreateMarketing.
Lesson 7, Page 17
Lesson7:myMarketing
Lesson 7, Page 18
Lesson7:myMarketing
3. YouwillarriveattheDesignCenter.ClickPortfolio.
4. ChooseyourcampaignunderMyCampaigns.Fromhereyoucanviewthecurrentcampaigns,
contactsassigned,history,andmakeanyeditsnecessary.
Lesson 7, Page 19
Lesson7:myMarketing
Adding or Removing People from a Campaign

1. Followthedirectionsonthepreviouspagetoreviewacampaign.
2. ClickAdd/Remove.
3. Clicktheleftarrowtoremovegroupsorindividuals.
TIPS!
Ifyouveassignedagrouptoacampaign,andyouwanttoremoveoneindividualfrom
thecampaign,you'llneedtoremovethemfromthegroup.SeeLesson5:myContacts.
Ifyouveassignedagrouptoacampaignandyouaddanindividualtothatgroup,they
willbelaunchedonthecampaignimmediatelywiththenexttouchnofurtheractionis
required!
Lesson 7, Page 20
Lesson7:myMarketing
Preparing for a Listing Appointment or Buyer Consultation

1. IntheDesignGallery,chooseMarketMyBusiness>MarketingtoSellers(orBuyers)andselect
thepresentationyouwishtoedit.Forthisdemonstration,wellcustomizethePrelistingPacket.
2. YouwillseeseveralfilesthatcomprisethePrelistingPacket.ClickSelecttoediteachsection.
Lesson 7, Page 21
Lesson7:myMarketing
3. Editthepagesasdesired.
4. Onthefinalscreen,chooseDownloadtosavetoyourcomputerforprinting.
Lesson 7, Page 22
Lesson7:myMarketing
5. ClickonStandardPrintOptions.
6. Followtheinstructionsonthescreentosavethefiletoyourcomputerforprinting.(Note:Ifyou
dontseeanoptionforSaveTargetAs,youcanalsoclickonSaveLinkAs.)APDFofthis
sectionwillnowbesavedtoyourcomputerforprinting.Youmayalsochoosetocombinethe
separatePDFfilesintoonewithallpages.
Lesson 7, Page 23
Lesson7:myMarketing
YourTurn!
Customizeeitheraprelistingpacket,listingpresentation,orbuyerconsultation.
Marketing Your Listings

1. FromtheeEdgecontrolpanel,clickNewListings.
2. Yourlistingswillbedisplayed.IntheActionscolumn,clicktheCreateMarketingMaterialicon.
Lesson 7, Page 24
Lesson7:myMarketing
3. WithintheDesignGallery,choosethemarketingmaterialyouwishtocreate,edit,andcustomizeas
youdesire.Therearefliers,aswellasJustSold,JustListed,andOpenHousepostcardsavailable.The
listinginformationwillbeprepopulatedforyou.PleasenotethatduetothewaytheMLSresizes
yourimagesforposting,youmayneedtoreuploadpropertyimagestobeappropriateforprint(the
systemwillnotifyyouifanimageisnotprintquality).
YourTurn!
Ifyouhaveacurrentlisting,createapieceofmarketingcollateralforit.
Lesson 7, Page 25
Lesson 8: myTransactions
Edition1
Revision6
Lesson7:myMarketing
Lesson8Contents
ThemyTransactionsRollout......................................................................................................................2
WhatismyTransactions?..........................................................................................................................2
ActivatingmyTransactions........................................................................................................................2
TheeEdgeControlPanel...........................................................................................................................4
ThemyTransactionsDashboard................................................................................................................5
HowtoCreateaLoop...............................................................................................................................7
Completingforms...................................................................................................................................13
ReviewingLoopForms............................................................................................................................15
YourClientsmyTransactionsExperience...............................................................................................20
InvitingaCoOpAgent............................................................................................................................26
TheRevisionProcess...............................................................................................................................29
JumpingInandJumpingOut...............................................................................................................31
AddingAttachments...............................................................................................................................31
SubmittingforReview.............................................................................................................................35
YourmyTransactionsAccountSettings...................................................................................................37
Lesson8,Page1
The myTransactions Rollout

myTransactionsisrollingoutregionallybetweennowandSeptember2011.Pleasecheck
mykw.kw.com/eEdgetoreviewyourRegionsrolloutschedule.Aspartoftherollout,eachMarket
CenterwillreceivelivemyTransactionstraining.
What Is myTransactions?
myTransactions,poweredbyDotLoop,isarevolutionarypaperlesstransactionsystem.Itisguaranteed
tomakeyoumoreefficientnomorefaxingpapersbackandforth,havingtomeetwithclientsin
person,ordrivingacrosstownformissedsignaturesormissingforms.Withthissystem,thetraditional
papertrailisnowonlineandpartiescancollaborateinonespace.Furthermore,thesystemhas
enhancedsecuritynomoreinitialedchangestosmudgedcontracts,illegiblehandwriting,overfaxed
contracts,orlostdocuments.UsingthemyTransactionsbyDotLoopsystem,everyadjustmentcanbe
trackedandtimestamped,creatingoneseamlessdocument.Eachfieldhasitsownhistoryattachedto
it,allowinguserstoseechanges.Andthedocumentsarestoredforsevenyears,withallpartieshaving
access.
Manyassociatesarefamiliarwithonlinedocumentsigning.However,theDotLoopdifferenceisthatthe
formsareliveandinteractive.Thedocumentissharedonlineandtheonlythingsentisalinkthatinvites
otherstoview/signthedocument.Note,however,thatthesystemdoesaccommodatethetraditional
emailingofPDFsaswellasthefaxingofdocuments,butthecoreofthesystemandintegrated
electronicsignaturesfunctionthroughthissharingconcept.
myTransactions Support
WithinthemyTransactionssystem,thereareanumberofsupportresources.Youwillfindbrieftutorial
videosavailablethroughoutthesystemtohelpyoualongtheway.Atthebottomofeachscreen,you
willalsoseeaHelplink,whereyoucanfindthelibraryofvideoresources,aswellasFAQsandphone
support.
Activating myTransactions
OncemyTransactionsisavailableinyourRegion,youwillneedtoactivateyouraccount.
a. ClickStartyoureTransactionsetup.ThiswillbeavailabletoyouonceyourRegiongoeslive.
Lesson8,Page2
b. ClickonJoinNow.
c. Fillinallrequiredinformation;clicktoacceptthetermsandchooseContinue.
Note:Thepasswordyousetupwillbeyourelectronicsignaturepassword.Anytimeyousigna
document,youwillbeaskedforyourelectronicsignaturepasswordtoverifyyouridentity.
Lesson8,Page3
YourTurn!
FollowthestepsabovetoactivateyourmyTransactionsaccount.
The eEdge Control Panel

YouhavedirectaccesstomyTransactionsfromtheeEdgeControlPanel.FromtheControlPanel,you
candothefollowing:
a)
b)
c)
d)
e)
ClickonMessages(toreviewnewnotificationswithinatransactionloop)
StartNewTransaction
BuyerTransactions(listsyourbuyertransactionloops)
ListingTransactions(listsyourlistingtransactionloops)
Greensheet(accesstheonlineGreensheetsystem)
Lesson8,Page4
The myTransactions Dashboard

ThemyTransactionsDashboardisknownasAgentHome.ClickHomefromanywherewithin
myTransactionstoaccessyourdashboard.
AgentHomeisthesnapshotofavirtualoffice.Aloopisatransaction,oryourrealestatefile.Itwill
containalltheagents,clients,andformsassociatedwithatransaction.Buyingloopsaretherefore
offers,andlistingloopsarelistings.
a.
b.
c.
d.
Thegraytabsatthetopofthepagecontainallofyourloops.
ManageyourclientsbyselectingMyClients.
SeeyournotificationsandactivitylogbyclickingMessages.
ManagevariousaspectsofyouraccountbyclickingMyAccount.
Lesson8,Page5
TherestofAgentHomeissplitintofoursections.
a. RecentLoops:Listsyourloopsthathavehadactivityinthelastfivedays.Youcangotothe
specificlooptypeatthetopforacomprehensivelistofalltheloops.
b. Calendar:Reflectstasksandreminderssetup.
c. SearchYourClients:Allowsyoutoquicklyaccessbasicclientinformation.
d. ActivityLog:Displaysallrecentactivity.
a
d
b
Lesson8,Page6
How to Create a Loop

1. There are three ways to start a loop.
a. DirectlyfromyourcontactlistbyclickingtheStartmyTransactionicon:
b. UsingtheStartNewTransactionsunder[moreoptions]ofthemyTransactionstab
ontheeEdgeControlPanel.
c. IfyouarealreadyinmyTransactions,youcanclickonStartLoopintheupperright
handcorner.
Lesson8,Page7
2. Selectthelooptype.Dependinguponthemethodyouselectedtostarttheloop,youwill
seeoneofthetwoscreensbelow:
FromtheeEdgeControlPanelorfromwithinmyTransactions:
IfdirectlyfromthecontactlistwithinmyContacts:
Note:Otherlooptypesincludebasicandformsloops(thesearediscussedfurtherinthe
advancedclass).
3. Selecttheproperty.
a. ForaListingLoop:Enterthepropertyaddress.
Lesson8,Page8
b. ForaBuyingLoop:YoucansearchbyListingAgentsName,MLSnumber,or
propertyaddress.ThepropertyaddressesareintegratedwiththeKellerWilliams
ListingSystem(KWLS).Selecttheappropriateaddress.Iftheaddressdoesnotcome
backwithamatch,selectNo.
IfyouselectedNoabove,thesystemwillpromptyoutocompletethefieldsshown.
ContinuetothenextstepbyclickingContinue(thesystemwillcapturetheinformation
andisabletopopulateitthroughouttheforms).
Lesson8,Page9
4. Addforms.Usingtheformslibrary,youcansearch,selectandreorderforms.Youcanalso
hoveroveraformnametoseeanimageofit.
Formsontheleftarealltheformsavailabletoyou;formsontherightaretheformsyouare
usingwiththistransaction.
Note:Youcanalwaysaddandremoveformsaftertheloopiscreated.
a. AddformsbyselectinginthelefthandcolumnandclickingAdd.
b. Onceyouhavealltheformsyouneed,selectCreateLoop.
Lesson8,Page10
TRAININGTIP!Thenextactionbuttonislocatedinthebottomrighthandcornerofthepageover
90percentofthetimeonDotLoop.Ifyoueverfeellostonthesystem,remembertoscrolldown
andcheckthebottomrighthandcorner.
5. Addclients.YourmyContactsdatabaseisintegratedwithmyTransactions.
TypeintheclientsnameandclickSearch.Ifthisisanewclient,selectNewClientAdd&
Attach(thiswillalsocreateacontactrecordinMyContacts).
Eachclientmustbeaddedseparately.Foraclienttosignelectronically,theymusteachhave
auniqueemailaddress.
Lesson8,Page11
Itsimportantthateachclientrequiredtosignadocumenthasauniqueemail
address.Forexample,iftwopeoplearecosigning,eachpersonmustusetheirown
individualemailaddress.Eachelectronicsignatureisconfirmedbytheuseofan
emailloginanduniquepasswordcreatedbytheclient.Thisaddsanadditional
criticallayerofcompliance.
a. ClickSave&Continue.
YourTurn!
1. Findapartner.Youwillpretendtobeyourpartnersagentandvice
versa.Note:Ifyoudonothaveapartner,setupafakeclientusing
yourpersonalemailaddress.
2. OnepersonwillactasalistingagentSetupalistingloopfor123
TestStreetandaddyourpartnerastheseller.
3. TheothershouldactasabuyeragentSetupabuyingloopfor
456TestStreetandaddyourpartnerasthebuyer.
Lesson8,Page12
Completing Forms
Onceyouvecreatedtheloop,addedtheformsandtheclients,yourereadytostartcompletingyour
forms.Eachfieldisinteractive.Thisallowsforonlinecollaboration,trackingofchangesforcompliance
purposes,andfinaldocumentsascleanastheoriginal.Youmustreviewandsaveeachpageinorderto
giveyourclient(s)accesstosign.
1. Filloutallrequiredinformation(highlightedinyellow).
a. BlackXsrepresentafieldthathasbeenassignedtoapartyforanelectronic
signature.Ifyouhoveryourmouseoverthefield,thesystemwilltellyouwhois
supposedtosignthere(buyeragent,buyerclient,listingagent,listingclient).
b. Fieldsthatarehighlightedinpinkrequireyoursignatureorinitials.
c. Onceafieldhasbeensigned,theblackXwillchangetoagreen.
d. Onceallinformationisfilledin,clickSave&Continue.
e. Continuetheaboveforallpagesoftheform.
Lesson8,Page13
2. AConfirmationscreenwillappearonceaformiscompleted.ClickContinuetomovetothe
nextform.
3. Onceyouhavecompletedallforms,youwillseeaConfirmationscreenthatyourformsare
readytobesenttoyourclients.ClickOK.
Lesson8,Page14
4. Youwillgetasecondconfirmationscreenlistingtheformsandtheclientinformation.Click
SendOnlinetosendtheinvitationtosign.
YourTurn!
Ifyouarethelistingagent,filloutthelistingformsandaddyourpartnerasthe
seller.Ifyouarethebuyeragent,filloutthebuyerformsandaddyourpartner
asthebuyer.
Ifpossible,sittogetherasyougothroughthisexercisesoyoucanrevieweach
othersexperiences.
Reviewing Loop Forms

Atanypointinthetransaction,youcanreviewtheloopformsbydoingthefollowing:
1. ChooseBuyingLooporListingLoopsinthetopnavigation(orfromtheeEdgeControlPanel
ortheRecentLoopslist).
Lesson8,Page15
2. Clicktheloopyouwishtoview.
3. Clickonaformnametoeditit.
4. Tosenddocumentstoyourclient(s),checktheformsyouwishtosendandclickthesend
buttononthebottomright.
Lesson8,Page16
5. SelectSendOnline.Note:YoudohavetheoptiontosendafaxorcreateaPDFtoemail.
Althoughyouwillbeabletoscanthedocumentsanduploadthemintothesystem,youwill
losetheadvantageofashareddocumentandcleanlytrackedrevisionhistory.
6. ClickOK.
Lesson8,Page17
7. EnteranycustomizedinstructionsinCustomEmailTemplate.ClickSendOnline.
8. Youwillreceiveafinalsummaryandconfirmation.
Lesson8,Page18
Aftertraining,anagentmadeacallonanexpiredlisting.Theclientwantedtorelisthishome,
butwasspendingtheweekatthebeach.TheagentaskedifhehadInternetaccess.Hedid,
andtheagentwasabletocreatealoop,sendittotheclientforreviewandesignatures,and
thehousewasbackonthemarketthenextday.
Lesson8,Page19
Your Clients myTransactions Experience

Youvestartedaloop,addedyourclient,andsentthemtheformsonline.Nowwhathappens?
1. Yourclientwillreceiveanemailfromyou,theiragent,statingtheyhavedocumentsto
review.Theemailisalsobrandedwithyourinformation,soiftheclientreplies,theyreply
directlytoyou;notarandomdonotreplyemailaddress.
FormsareNOTsentasanattachment.Theclientisinvitedtoviewthedocumentsthatyou
havesharedwiththemonline.
Theywillclickonthelink.
Stefan,
2. TheywillbetakentoaPreviewpageofthedocumentsthatrequiretheirreviewand
signature.TheywillclickeSign.
Lesson8,Page20
146
3. Next,theywillbebroughttoaRegistrationscreenwheretheywillchoosetheiresignature
password.
4. Oncetheyhaveregistered,theclientseesadashboard.Iftheyhavemultipletransactions,
theywillseealineforeachtransaction.
Lesson8,Page21
Theclientwillhaveaccesstotheirtransactionsforsevenyears,orhoweverlongyourstate
allows.Throughoutthetransaction,youcanalsoattachdocumentstotheloopandgive
accesstoyourclient(Survey,SettlementStatement).
5. Whenyourclientselectsthetransactiontheywishtoreview,abriefvideopopsup
explaininghowtoreviewandsignthedocument.
6. Theclientisshownallformsthatrequirereviewandsignaturesandcanclickoneachto
begintheprocess.
Lesson8,Page22
7. Astheyreviewtheforms,thelinesthatrequiretheirinitialsorsignatureswillbehighlighted
inpink.Theywillsignbyclickinginthefieldandselectingtheirnamefromthedropdown
andhittingContinue.Whenreviewingamultipagedocument,theclientwillreviewand
sign/initialeachpage.
8. Onceyourclienthasreachedtheendofadocument,theywillneedtolockintheirsignature
byenteringtheirpassword.
Lesson8,Page23
9. Oncesigned,iftheyhaveadditionalformsrequiringreviewandsignature,theywillbe
promptedtodoso.
10. Onceallformshavebeensigned,theclientwillreceiveafinalConfirmationscreen.
Lesson8,Page24
11. Youwillreceiveanemailnotifyingyouthattheformshavebeensigned,aswellasan
updateinyoureEdgeControlPanel.
Typically,anagentsendsaclientaninviteandthencallsthemtohelpwalkthatclient
throughtheregistrationprocess.Bythetimetheclientanswersthephone,they
usuallyhavehalfofthedocumentssigned!
Lesson8,Page25
YourTurn!
Now,taketheroleofthesellerorbuyer.Reviewtheemailyoureceivedfrom
yourpartnerwhowasactingasyouragent,signintothesystem(youcanmake
upapretendloginwithapersonalemailaddress)andsigntheformsthatwere
senttoyou.
Inviting a Co-Op Agent

ThemyTransactionssystemallowsyoutoinvitecoopagentswhoarenotwithKellerWilliamsRealty
intoyourloops.Thisisasignificantadvantageasitallowsyoutocompletetheentiretransaction
electronically.KWAgentscaninvitenonKWagentsintomorethanjustoneloopatzerocosttothe
otheragent.
Aftertheformsareesignedandreturnedtoyou,youcannowsendtheseformstoanotheragent.
1. Inyourloop,formsthatarefullysignedwillbemarkedasreadytosendtothelistingagent.
2. Selecttheformsyouwanttosend,andclickSend.
3. Selecthowyouaregoingtosendtheforms.IfyouselectSendOnline,youareinvitingthe
otheragenttotheloopinsteadofsendingthedocumentstothem,andwillhavethe
advantageofsharingthedocumentsonlineandacleanrevisionhistoryofalldocuments.
Lesson8,Page26
Thecoopagentwillbegivenaonetimeuseofthesystemfortheirtransactionwithyou.
(WhatagreatwaytoattractsomeonetoKellerWilliamsRealtyandgrowyourProfitShare
Tree!)
4. Enterthecoopagentsinformation,editthecustommessage,andclickInviteAgent.
5. YouwillreceiveaConfirmationscreen.
Lesson8,Page27
6. Thecoopagentwillreceiveanemailnotifyingthemoftheopportunitytonegotiateonline.
7. TheywillhavetheoptiontojoinDotLoopforfree(foreachtransactionwithaKWagent)
andviewtheofferonline.Whenanagentdecidestocomeintotheloop,youwillhavethe
abilitytonegotiatetogetheronline.Itlookslikethis:
Lesson8,Page28
You(Agent)
CoOp
Agent
CoOpAgents
Client
YourClient
YourTurn!
Findanotherassociateinyourofficeandinvitethemintoyourtesttransaction
(customizethemessagebylettingthemknowthisisatest).Reviewthe
communicationstheyreceiveandtheexperiencefromtheirside.
The Revision Process

CollaboratingwithmyTransactionsmakestherevisionprocesssimpleandeasy.Ifyourclientaccepts
andsignsacontract,yousendittothecoopagent.Iftheirclientasksforchanges,theagentmakesthe
changes.Yourclientssignatureisremovedandthechangeishighlightedinyellow.Theagentsclient
signsandsendsbacktoyou.Younowhaveacleancopy(version2).Ifyourclientagrees,theywillsign
andthedocumentislocked.Iftheydonot,youmakethechange(itshighlightedinyellow)andthe
otheragentsclientssignatureisremoved(version3).Thiscontinuesuntilallpartiesagree.Seethe
examplebelow.
Thereisalwaysarevisionhistoryandthesechangescanbereviewedatanytime.
1. Yourclientreviewsandacceptsanoffertobuy126BuyStreet.
2. Youreviewandsendtheoffertothelistingagent.
Lesson8,Page29
3. Thelistingagentandherclientdecidetocountertheoffer.Theyeditthesalesprice,your
client'ssignatureisremoved,andthesellersigns.
4. Thelistingagentreviewstheirclient'ssignaturesandsendsthecontractbackovertoyou.You
reviewitandyouandyourclientdecidetoacceptthecounteroffer.Youhaveacleancopythat
allowsyoutoseeallrevisions.Oncethesellersigns,thedocumentislocked.
Lesson8,Page30
Jumping In and Jumping Out

DotLoophastheabilitytoaccommodatetransactionsevenwhentheclientorotheragentdoesntuse
DotLoopsinteractiveforms.ThesystemaccommodatesthesesituationsbyusingtheAttachments
Feature.ThisfeatureallowsyoutoattachPDFdocumentstoaLoopandaddelectronicsignature/initial
spotssothatclientscanstillreceivethebenefitsofelectronicsignatureseveniftheotheragentdoesnt
utilizeDotLoop.
Adding Attachments
EachloophasasectionthatstoresattachmentscalledAttachments.Toaddanattachment:
1. Fromtheloop,clicktheAddAttachmentbuttonnearthebottomcenterofthescreen.
2. BrowseforthePDF,namethefile,andselectSave&Continue.
Lesson8,Page31
3. Thesystemthengivesyoutheoptiontoaddsignature/initialfieldsandnotestothe
attachment.IfyouselectSkip,itwilltakeyoubacktotheViewBuyingLoopFormsscreen
showninstep1.IfyouselectAddSignatures/Initials,however,itwillloadthedocument
andgiveyouatoolboxtoutilize.
4. Thistoolbarincludessignatureblocks,initialblocks,andnotesfields.Ifyouclickonatool
anddragitontothedocument,youcansetuptheformasneeded.Onceyoudropsignature
orinitialsfields,thesystemwillaskyouwhoneedstosigninthatparticularspot.ClickSave
&Continuetogothrougheachpageoftheattachmentandmodifyasnecessary.
Lesson8,Page32
5. Onceyougothrougheachpage,thesystemwillaskyouifyoudliketosignnow.
6. Aftereithersigning(ifyouneededto)orselectingNo,youwillbetakentoascreenwhere
youcandecidewhohaspermissiontoviewthedocument.
Lesson8,Page33
Whileinclass,abuyerdroppedoffdocumentsforanagent.Afterclass,theagentrealized
therewasonedocumentthebuyerdidntsign.Shedreadeddrivingthehourouttothe
buyershomejusttogetonesignature.WitheEdge,shewasabletouploadthemissingdocument,
dragasignatureline,andemailittoherclient.Shehaditbackinlessthanfiveminutesandwasable
togohomeandhavedinnerwithherfamily.
YourTurn!
1. Addanattachmenttoyourexistingbuyerorlistingloop.
2. Sendittoyourclient(yourpartner).
Lesson8,Page34
Submitting for Review

AnytimeaformissavedinaloopORanattachmentisuploadedtoaloop,youwillseealightgraybox
entitledAdditionalOptionsAvailable.ThisishowyouwillsubmitformstoyourComplianceCoordinator
forreview.
First,youneedtoarchiveanyformsthatyoudonotwantyourComplianceCoordinatortosee.Dothe
following:
1. ChecktheboxtotheleftoftheformsyouwishtoarchiveandselectMoreOptions>
ArchiveSelected.
Thoseformswillthenberemovedfromview.
NOTE:Theformsarenotdeleted.Theycanbefoundinthesubnavigationbarunder
Archive.
Lesson8,Page35
2. Nowthatyouareleftwiththeformsthatneedtobesubmittedforreview,clickthered
arrow.AdropdownappearsexplainingthatbyhittingNextyouwillbesubmittingtheloop
forreview.
3. Younowhavetheabilitytoreordertheforms.Oncetheformsareinthedesiredorder,
selectSend.(Yourmarketcentermaynotrequirethisanddoeshastheabilitytodisable
thisoption)
4. YourMarketCenterwillthenbeabletoreviewyourdocuments.Oncereviewed,theycan
tagorcreateanoteonaspecificformandchangethecompliancestatus.Asthestatusis
changed,youwillbenotifiedaccordingtothepreferencesyousetup.
Lesson8,Page36
Your myTransactions Account Settings

1. ClickMyAccountfromtheNavigationBartoreviewyoursettings.
2. ContactOverview:Updateyourcontactinformation.TheinformationunderContact
Overviewisusedbythesystemtosendyounotifications.IfyouselecttoreceiveSMStext
messages,besuretorecordacellnumber.
3. CommunicationPreferences:Fromhere,youwillselectwhetheryouwishtoreceiveemail
orSMStextmessagingregardingtheactivitieslisted.
4. ResetyourPassword:Youcanchangeyouresignaturepasswordhere.
5. FormSets:Allowsyoutocreateandmodifybundlesofformsthatautomaticallypopulate
whenyoucreatealoop.
Lesson8,Page37
6. MyTeam:ThemyTransactionsTeamProcessisdesignedtoincreasetransparencyina
teamsoperationsbyinvitingallteammemberstosharethesamepermissionsonall
transactions.Thisallowsteammemberstocollaboratemoreeffectivelytogetdealsdone.
TeammemberscanbeaddedatanytimebyclickingontheSettingstab,andthenselecting
MyTeam.Essentially,theTeamProcessinDotLoopfunctionssimilartoCCingsomeonein
anemail.Anypersonanagentaddstohis/herteamwillbegiventhesamepermissionson
allloopshe/shecreatesfromthatpointforward.Theagentwhoaddsateammember,
however,willnotbeincludedonanyloopstheteammemberstarts(todothis,thatadded
agentwouldhavetogotohis/herSettingstab,clickonMyTeam,andthenaddwhohe/she
wouldliketobecopiedonalltransactionscreatedmovingforward).
Lesson8,Page38
Lesson 9:
Advanced myTransactions
Edition1
Revision6
Lesson9Contents
FormSetsandTemplates..........................................................................................................................1
AdditionalLoopTypes...............................................................................................................................3
MoreOptions............................................................................................................................................3
OfferLoops................................................................................................................................................4
RequestingElectronicOffers....................................................................................................................5
CreatinganOfferLoop..............................................................................................................................8
Lesson9,Page1
Form Sets and Templates

Formsetsallowyoutosavebundlesofformsthatautomaticallypopulatewhenyoucreatealoop(so
youdonthavetoconstantlyaddandremoveformswhencreatingaloop).Forexample,youcouldsave
thefourformsalwaysusedforshortsalesinabundlesotheyaregroupedtogethereachtimeyou
choosetheformset.
Onceyouhavestartedaloop,inputtheaddress,andaddedclients,youwillseetheAddFormstoThis
Looppage.ThispagecontainstwosectionsFormLibraryandFormsinthisLoop.
UnderFormsinthisLoopisafieldcontainingalinkOptionsforsavingthisformset.
Clickthislinkandenteranameforthissetofforms.ClicktheSavecheckbox.
Templatesallowyoutosavedefaultvaluesonformsthatwillpopulatewheneveryouuseaspecificform
withinaformset.Forexample,savingthecommonlyusedtermsinalistingcontractformmeansthat40
percentofitisalreadyfilledouteachtimeyouuseit.Formdefaultscanonlybeusedwithinformsets.
Afteryouhavecreatedaformset,youwillfillouttheinformationinthoseforms.Oncecompleted,you
willbepromptedwithaboxthatallowsyoutodesignatetheinformationyouwanttobedefaulted
withinthoseforms.
Lesson9,Page2
YourTurn!
Setupalistingorbuyerformsetandatleastonetemplate.
Additional Loop Types
DotLoophastwoadditionallooptypes:
Basic
Onlyinvolvesagentandclient
Noaddressrequired
Accommodatesesignatures
Commonformsforbasicloop
Example:Buyerclientwhereyouhave
notyetfoundaproperty
Form
o
Noaddressrequired
Noclientrequired
DoesNOTaccommodateesignatures
Example:TenantRepAgreementincommercial
More Options
Archiving
o
YoucannotdeleteformsorLoopsontheDotLoopsystem.Youcan,however,archive
formsorLoops.Todoso,mustselectthecheckboxnexttotheLooporForm,select
MoreOptionsandchooseArchive.
Archivedformsandloopscanbeunarchivedatanytime.
ArchivedformsandloopsareaccessibleundertheArchivetabinthesubnavigationbar.
AddingTasks
o
YoucanassigntaskstoloopsorclientsbyselectingMoreOptionsandchoosingAdd
Task.
Lesson9,Page3
WithdrawButton
o
Anytimeaformhasbeensubmittedtotheothersideofthetransaction(frombuyer
agenttolistingagent,orviceversa),youcanwithdrawtheformbackintoyourcourtby
openingthedocument,scrollingtothebottomrighthandcorner,selectingMore
Options,andselectingWithdraw.
Offer Loops
Offersreceivedonyourlistingswillshowupasofferloops.FromyourListingLoopsscreen,youcansee
whichlistingsyouhaveofferson.
Toviewthedocumentsonalisting,dothefollowing:
1. Clickonthelistingloopname.
2. YoucanclickontheOriginalListingFormstoviewthosedocumentsorthedesiredoffer
looptoviewthedocumentswithinthatloop.
Lesson9,Page4
Ifyouhavereceivedanofferthroughthetraditionalmeans(fax,email,papercopy),youcan
invitethebuyeragentintothecollaborativeworkenvironment.ClickingonInviteBuying
Agentcreatestheofferloopandinvitesthebuyeragentintothetransaction.Youcanthen
uploaddocumentsalreadyreceivedaccordingtotheattachmentdirections.
Requesting Electronic Offers

Youcanrequestthatotheragentssubmitelectronicoffersonyourlistingsaswell.
1. FromyourListingLoopsscreen,clickonthelistingloopthatyoudesiretocreateanelectronic
offerrequest.
Lesson9,Page5
2. ClickonMakeanOffer.
3. Fromhere,youwillchoosewhatformsthebuyeragenthasaccessto.Selecttheformsyouwant
themtocompleteandclickContinue(youcanaddformslateraftertheinitialofferismade).
Lesson9,Page6
4. Younowhavetwooptions:YoucaneithercopythecodetoembedtheMakeanOfferbutton,
oryoucanselecttheLinkAddresstoforwardtootheragents.
Note:Usecautiononwhereyouplacethelinkorofferbuttons.Itisrecommendedthatyouuse
thesetoolsonagentfacingadvertisingonly,notclientfacing.
Lesson9,Page7
Creating an Offer Loop

Whenyoureceiveanofferviaanyofthetraditionalmethods(i.e.,mail,fax,email),youcancreatethe
offerloopandinvitethebuyeragentintothetransaction.
1. FromyourListingLoopsscreen,clickonthelistingloopthatyoudesiretocreateanofferloop
for.
2. ClickonInviteBuyingAgent.
Lesson9,Page8
3. EntertheagentinformationintothefieldsprovidedandclickInviteAgent.
Lesson9,Page9
4. Anofferloopiscreated.Fromthispoint,youcanentertheofferloopanduploadany
documentsreceivedtotheofferloop.SeetheinstructionsunderAddingAttachmentsfor
detailsontheuploadprocess.
YourTurn!
Practicecreatinganofferlooponatestlistingloop.
Lesson9,Page10
Lesson10:eEdgeIDX
Lesson 10: eEdge IDX
Lesson10,Page1
Lesson10:eEdgeIDX
Lesson10Contents
RequestingeEdgeIDX...............................................................................................................................3
InstallingeEdgeIDX...................................................................................................................................7
Lesson10,Page2
Lesson10:eEdgeIDX
RequestingeEdgeIDX
1. ClickManageeEdgeWebsiteonyoureEdgecontrolpanel.
2. ClicktheWebsitelinkundertheAdminsettingsinthelefthandnavigationpane.
Lesson10,Page3
Lesson10:eEdgeIDX
3. ClicktheoptionatthebottomoftheWebsitetab,calledMLSAdministration.
4. FromtheMLSAdministrationscreen,clicktheStartMLSApplicationbutton.
5. FromtheStartMLSApplicationscreen,selecttheMLSforwhichyouwanttorequestIDXfrom
thelist.(Note:youmustbeacurrentmemberwiththeMLSinordertogetIDX.)ClickSave.
6. OntheMLSAdministrationpage,clicktheInstructionslinkfortheMLS.
Lesson10,Page4
Lesson10:eEdgeIDX
7. FromtheInstructionspage,downloadanyMLSformsandfollowinstructionsforfaxingthe
formstoMarketLeader:
Figure1SampleInstructionpage
Atthebottomofthispageyouwillsee
Lesson10,Page5
Lesson10:eEdgeIDX
8. AftersubmittingyourrequestforIDX,thestatusisreflectedontheMLSAdministrationscreen.
NotethatthestatusofyourMLSrequestisreflectedcheckbacktothisscreenoftento
determinewhereyourIDXrequeststands.Thefollowingtermscanhelpclarifythestatus:
Lesson10,Page6
Lesson10:eEdgeIDX
9. WhenyourIDXrequesthasbeenapproved,youwillreceiveanemailsimilartothefollowing,
indicatingthatIDXisnowliveonyoureEdgewebsite.
a. Note:TheKWLSPropertySearchthatwasaplaceholderonyoursiteuntilIDXwas
available.ItisnolongeravailableonceIDXisenabledforyoureEdgewebsite.
InstallingeEdgeIDX
10. CongratulationsontheApprovalstatus.Beforeproceedingpleaserefertothisarticleon
SwitchingfromKWLStoaMLS.
Nowthatyouhavereadthisarticle,letsgetstartedwithIDXinstallation:
11. ClicktheWebsitelinkundertheAdminsettingsinthelefthandnavigationpane.
Lesson10,Page7
Lesson10:eEdgeIDX
12. ClicktheoptionatthetopoftheWebsitetab,calledProfileInfo.
13. ClicktheEditbuttonatthebottomoftheProfileInfopage.
14. ClickAddAgentMLSID.
15. SelectyourMLSfromtheDropDownlistandEnteryourAgentMLSID.ClickSave.Ifyoudonot
knowyourAgentMLSID,pleasecontacttheMLS.
16. Itmaytakeupto24hoursforthewebsitetoadjusttothenewIDX.
Besuretovisithttp://mykw.kw.com/eedgeforthelatestproductupdatesandlivetraining
opportunities.
Lesson10,Page8
Lesson10:eEdgeIDX
Lesson10,Page9
Lesson11:IntroductiontomyOffice
Lesson 11: Introduction

to myOffice
Lesson11,Page1
Lesson11Contents
IntroductiontoMyOffice.........................................................................................................................3
Lesson11,Page2
IntroductiontomyOffice
17. LeadershipcannowaccessthemyOfficetab.Leadershippositionsthatcanaccessthisinclude
TeamLeaders,MarketCentersAdministrators,OperatingPrincipals,andBrokers.
(ClickingonthemyOfficetabinsideofMyKWwillshowthecurrentoptions).
IfyouaremissingthemyOfficedashboard(picturedabove)itisbecauseyouarenotaTL,
MCA,OP,orBrokerinWhitePagesorbecauseyouhavenotprovisionedyoureEdgeaccount.
Thereareafewimportantthingstonotebeforeyougetstarted:
A. AllLeadershippositionssharethisonemyOfficeaccountanditistiedtoanoffice(Market
Center),asopposedtobeingassignedtoaspecificindividual.
B. ToswitchbetweenyourpersonaleEdgeaccountandtheOfficeeEdgeaccount,usethe
myBusinessandmyOfficetabsontheeEdgeControlPanel.
C. Theoneemailaddressforthisaccountiskwoffice#@kwoffice.comsopleasecarefully
considerthepossiblecombinedusesofthisemailaddress.
D. Inthefuture,thisaccountwillbefullyintegratedwithaneweEdgeMarketCenterwebsite
forincomingleads.KeepthisinmindasyoufindcurrentusesfortheOfficeContacts,
OfficeEmail,andOfficeMarketing.Inthismanualwewillgiveyoutipsandbest
practicesforeachofthesecategories.
Lesson11,Page3
18. LetsGetStartedwithOfficeContacts.ClickonAddNewContact
A. ThisbehavesinaverysimilarfashionastheMyContactsoftheagentseEdge.
ClickonContacts.ThenClickonManageGroups
B. YouwillwanttosetupseveralGroupssincethisaccountispotentiallysharedbetween
severalLeadershippositions.
TeamLeadersmaywanttosetupRecruitingGroups.Forexample,aTeamLeadermight
wanttobaseadditionalRecruitingGroupsbasedonpotentialCappers,HalfCappersetc.
especiallyiftheTLwantstomarkettothesegroupsdifferently.
MCAs,OPs,andBrokersmayalsowanttoaddGroups.AssumingthattheTeamLeaderis
responsibleforrecruiting,perhapstheseotherLeadershipRoleswouldwanttocreatea
groupforAlliedResourceswhichcouldbeusedforcustommarketingtovendorpartners
oftheMarketCenter.
Thepossibilitiesareendless.OtherideasforGroupsinclude:
HRDepartmentstomarketlocalemployersforfuturerelocations
ChamberofCommerceformarketingtolocalbusinessowners
HomeBuildersforpossiblereferrals
MortgageCompaniesforpossiblereferrals
C. OnceGroupshavebeencreatedyoucaneasilyaddcontactsandassignthemtothemost
appropriateGroup.
Lesson11,Page4
19. NowletstakeacloselookatOfficeEmail.
ThelinkunderOfficeEmailforKW.comOfficeWebmailisashortcuttothelegacy
klrw123@kw.comemailaddressandtothewebsiteofhttp://webmail.kw.com.MCAsshould
alreadybeveryfamiliarwiththisaddress.
GoaheadandclickoneEdgeMessagesunderOfficeEmail(asseenabove).
A.
B.
C.
Onthisscreen,clickonAdminandclickonInfo.Pleasechecktomakesure
thatallcontactinformationiscorrectfortheMarketCenter.
ClickEmailandmakesurethatthisinformationisalsocorrectforthe
automatedemailsignatures.Again,thisisasharedaccountsoifthisisused
primarilyforRecruiting,theTeamLeaderscontactinformationwouldbe
mostappropriate.
YouwillfindallofthesamefunctionalityforOfficeEmailthatyouareusedto
withtheregulareEdgeemail.
Lesson11,Page5
20. Finally,thereisOfficeMarketingwhichismostlikelygoingtobeyourmostimportantpiece
underthemyOfficetab.HereyoucanaddcampaignstothedifferentGroupsandContactsthat
youhavecreatedinthesystem.
FirstnoticethattheeEdgeAdminactuallysendsyoutothesameplaceaseEdgeMessages
(step3).TheeAgentCWebsiteAdminisashortcuttotheyourkwofficewebsite.Inafuture
release,wewillhaveanadditionallinkforthefutureeEdgeMarketCenterwebsites.
GoaheadandclickonMarketMyOffice(seeabove).
ThenclickonCreateMarketing
Lesson11,Page6
NowyouareontheMarketingsectionofMyOffice
Afewthingstonotetheinitialcampaignsinclude33TouchRecruitingCampaign,MegaCamp
8x8Campaign,and6TrainingFliers
AdditionalcampaignswillbewrittenandaddedtomyOfficeforbothprospectiveagentsaswell
asexistingagentsinamarketcenter.
Note:Bestpracticeistocreateatestgroupwithyourselfasacontactandgetfamiliarwiththe
newmarketingcampaignsbysendingtoyourselfbeforelaunchingacampaigntoyourrecruiting
prospects.
ClickonNewCampaigntoselectacampaignforyourGroups(createdinstep2)orContacts.
Youcanevencustomizeyourowncampaignsforyourspecificgroups.
Congratulations!YouhavenowcompletedthesetupofyourmyOffice.Thisisagreat
opportunityformarketcenterleadershiptotakeadvantageofthetechnologysuiteofeEdge
tools.InfuturereleaseswewillhaveOfficeLeadsfortheneweEdgeMarketCenterwebsite
andOfficeTransactionstohelpwiththetransactionspieceofeEdge.
PleasestaytunedtoourLiveTrainingandProductUpdatesonhttp://mykw.kw.com/eedge.On
thiswebsiteyouwillfindourLiveTraining(Online)foradditionaltrainingonthesettingup
Groups,ImportingContacts,andrunningCampaigns.Itisalsoagreatresourceforyouragents
thanwanttolearnmoreabouteEdge!
Lesson11,Page7

Eedge 101 Training Guide v1.6c

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Eedge 101 Training Guide v1.6c

Uploaded by

Copyright:

Available Formats

eEdge101 Training Guide

(Click on a lesson to jump to it.)

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

Lesson 1: What Is eEdge?

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

Your eEdge Control Panel

v1.6 2011 Keller Williams Realty, Inc.

If You Need Help

v1.6 2011 Keller Williams Realty, Inc.

Five Daily eEdge Actions

v1.6 2011 Keller Williams Realty, Inc.

Lesson 2: Activating eEdge

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

eEdge for Teams

v1.6 2011 Keller Williams Realty, Inc.

Lesson 3: eEdge Setup

v1.6 2011 Keller Williams Realty, Inc.

Your eEdge Website

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

Capture More Leads

Access the Admin Page

v1.6 2011 Keller Williams Realty, Inc.

Your Website Settings

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

Your Email Settings

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

How Leads Are Routed to You

v1.6 2011 Keller Williams Realty, Inc.

The myLeads Dashboard

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

v1.6 2011 Keller Williams Realty, Inc.

Your myContacts Dashboard

Checking the Status of Your Import Job

Adding Contacts Manually

Deleting a Contact Manually