Digital Registration Process 6/28/18

Digital Registration Form http://regcard.smithdouglas.com Select Your Community & “Set” Communities should only have to do this once or if resetting or selling in another community. Toggle between communities by clicking on the community name in the top left-hand corner.

Digital Registration Form Responsive Design for Mobile Screens Customer Friendly Collapsed Fields & Fast Entry  Integrated Data Fields & Date Stamped in SMART System De-Dupes First on Email Address – If Contact Existing - Info Appended. System De-Dupes Second on Last Name + Phone Number – In No Match, Entered as a New Contact. SDH Agent Will Need to Manually Match Real Estate Agents After the Visit Ranch, Two Story, Townhome (only one selection) = Plan Style Preference First Fl. Owner’s or Basement (both may be selected) = Hot Buttons SDH Agent Will Need to Add Visit Notes in SMART

Appended New Information for Returning Customer Traffic Report User will now be “System Generated” New Contact Appended New Information for Returning Customer

Traffic Report Denotes Walk In Traffic Automatically in Notes “Registration Card Traffic Entry” Denotes a “Web Lead”

Type of Interaction in SMART “Type of Interaction” Shown Here Sales Agent Name Associated After Visit By SDH Agent Follow Up Visit Notes To Be Added After Visit By SDH Agent

Sales User Guide for Digital Registration on SMART All Information is Available on SMART | Process Model (P:) > Sales

New Registration Card Information Requested Formatted The Same as Digital Form Printed in Tear Off Pads of 50 Smaller Dimensions 5.5” x 8.5” Addl. Agent or Customer Notes at the Bottom Staples is Replacing This File in Our Print Program on Staples Advantage for Easy Future Ordering (won’t be ready for initial orders)

Implementation Plan Launch Digital Form in Pilot Communities 5 – ATL 2 – RAL Launch Digital Form in Pilot Communities 1 – CLT Note with Traffic Report for Pilot Communities Division Sales Agent Training – Sales Mtg. Roll Out Note with Traffic Report for Pilot Communities Division Sales Agent Training – Sales Mtg. Roll Out New Reg Cards Printed and In Store at all Communities Note with Traffic Report for Pilot Communities Feedback/Resolution/Re-Testing Complete Division Sales Agent Training – Sales Mtg. Roll Out Plan for Printed Reg Cards This Month Set Training Dates for Sales Agents Feedback/Resolution/Re-Testing Process Discussion for Tablets Available in Sales Offices Communicating Changes with Traffic Reports ATL Pilot: Morgan’s Run, Towne Mill, Woody Farms, Kelly Mill Meadows and Heritage Pointe RAL Pilot: CLT Pilot: Locust Town Center Digital Form Available to All Divisions and Communities Note with Traffic Report