Manage & Track Your Listings Online / CB Homes Admin / Essentials

This demonstration is manage and track your listings online. CB Homes Admin and Insight Reports. We appreciate you being here since this program is optional and discusses best practices for your consideration. If you're thinking of adopting any of them, please make sure to review the requirements in your area with your broker or branch manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC list regularly if they haven't spoken to that person in a while. You will also want to check the DNC list anytime you don't have permission. Automated calling texting platforms should never be used. Pre recorded messages and artificial voices should never be used. You will be personally liable for any violations of the tcpa. I'll mention the TCPA a few times throughout this presentation. This is how to navigate and use the Do Not Contact system CBR on desk number one, sign in to desc, then click the Do Not Contact tile or if you don't have the tile visible, you can type in these three words Do Not Contact at the top search bar on CBdesk. Then type in the phone number to be checked, either a single record or multiple records separated by commas. Results will show records for federal, state, state and anywhere Advisors Company Do Not Call List let's talk about the value proposition. CB Homes Admin is a backend tool that controls your profile on Coldwell BankerHomes.com Affiliated agents can update their contact information, web and social links, bios, areas of service, and even manage their listings all from one tool. The key features are online profile management, headshot bio, website and social links and contact information. Also Listing Management, Current listings, Open houses, Past sales, High Resolution Listing Photography Insight is your resource for listing detail view reports showing you how many times your active listings have been viewed on a variety of real estate sites across the web. The key features live up to date web traffic reporting, print as PDF, send as an email to your clients, and custom report settings. In this demonstration we will cover locating your listings within CB Homes Admin, making edits to the listing, uploading high resolution images, then an overview of the inside reports including choosing reporting options and sending to your clients. Now let's take a look at a live demo. Accessing CV Homes Admin via Desk the first step is to log into desk@mycbdesk.com Once you've logged into Desk, search for the CV Homes Admin tile You can either scroll or type in CB Homes Admin on the search bar. See the helpful links in blue. Profile takes you to edit and Listings takes you to manage your listings. The three dots menu takes you to the Help Center. Today we will concentrate on managing listings. You can click on Listings in blue or simply open the CB Homes admin. Click on View Listings near your headshot and it will take you to your listings area. Manage the details of listings, Manage photos and more in this area. Select a listing to edit an option that you will see is that you can add open houses. However, the best practice is to add Open house to your local MLS for optimal syndication. Each profile listing page is comprised of expandable panels. To open a panel, simply click the blue plus symbol or anywhere on the gray panel. Selecting the Edit link in the upper right corner of the panel will switch the panel to Edit mode. A field that is locked is not editable. Individual fields that originally came in from the MLS can be overridden by selecting the Override MLS box. After making changes, click the Save button located at the top and bottom of the panel. Accessing Photo Manager to make edits to your listing images you can access the Listing Photo Manager by clicking on the pencil icon on the upper right of the listing photo. Edit Photos There are two options available for the Listing Photo Automatic or mls. Photos are received directly from the mls. Editing capabilities are not available with this setting or Custom. Custom allows you to customize the ordering. Add captions, Crop and upload photos Listing Photo Manager the default setting for MLS provided listings is Automatic or mls. If a customized set of photo is created and later you wish to revert to the MLS provided photos, simply click Change the setting back from Custom to Automatic. So let's select Custom to edit and you will see a confirmation pop up. Select Add photo and Upload images from your device. You can delete, move images and enter photo captions here and when you're done, simply click Save and Publish. If you have a virtual tour, video tour, slideshow, floor plan, single property, website, virtual brochure, or a 3D Matterport tour, you can add them to the Media Classification section. Click Edit and select the type of media you would like to add. If your MLS supports such media, you can add that there as well. And when you're done, make sure to click Save. Now we are going to transition over to Demo Insight Overview of Insight Reports As I mentioned before, Insight is your source for listing detailed view reports showing you how many times your active listings have been viewed on a variety of real estate sites. Across the web. The key features are live up to date web traffic reporting, custom report settings, printing as PDF, sending as an email to your clients. The traffic totals here are represented by COA Banker Websites, the Zillow Group websites, realtor.com and Trulia. Remember, you can always use the Help center button on the inside tile to access the Help center. 3, 21 profile notifications and default Report settings. You can find your profile by accessing the inside tile at the top right hand corner and clicking on Settings first. You will see your profile here you can change your preferred first name, email, personal website and contact number. These changes only affect Insight and no other CBdesk applications. The next tab takes you to Notifications. The notification frequency can be set for all of your listing reports. This can be delivered weekly on Monday, monthly on the 2nd of the month, or you can turn off email reporting altogether then the default report settings. Finally, in this section you have the option for displaying email notification. Display settings let you display all websites, remove cold banker websites, or only show page view totals in the report. Here you can also reset all individual report settings to the settings you just set. Then you can email notification options weekly, monthly or no emails. Also the email message can be customized here. Sending reports to your clients under my listings find the listing in question and click on the listing to view. Here you will see a graph for the website views over a given time span. The default is all time, but you may change it to a custom range. Now you see at the top right the buttons Edit Report and Export. Clicking Edit Report allows you to individualize report settings for frequency for those recipients, customization of the subject and email message, and the website displays all the same as the general settings previously discussed. Clicking Export gives you two options Download and Email. Download gives you a PDF of the listing report graph that looks identical to the listing report page that you're currently on. This PDF can be shared all the normal ways that you would share a PDF with your client. Clicking email gives you the option to add your client as another recipient. Just add their email address and then click Send. Just a heads up, these listing reports are only available when the listing is active. Once the listing is closed, these reports will not be accessible, so it's a good idea to save that PDF of the report before it closes. I wanted to remind you of our next available appointment service where you can book a 20 minute solution oriented virtual appointment with one of our 100 plus marketers in as little as two business hours. You can book these appointments for support or on a dozen of core marketing tools atnext available appointment.com or by clicking the Next available Appointment tile on desk.