Presents Contact Management System and Photo Gallery Services Nevada

2 CMS Advantages With a web-based system you have access to your Book of Business from any computer on the net You are able to access your contact system with any Palm phone or Internet-enabled handheld PDA device Located on the Windermere WORC Site so you have access from any computer It saves time – once you’ve entered the information on each client, you have a quick and easy access to vital information Better ability to build a referral base – you can track the history you have with each customer and client, and those who they refer to you, creating a conversational relationship and a way to build your business Anticipate market changes – a well maintained database help you anticipate market changes and adapt your business practices when necessary You can now import and export contacts to and from your CMS Create long-term income – CMS allows you to use the database to generate repeat business Top of mind awareness – your database is easy to pull up when you’re ready to send out personal marketing mailers Make more money – better knowledge about your clients, customers and market data help you provide better service, which ultimately leads to more income Build your “Book of Business” – the most important idea is to make the CMS program work for you so that ultimately you create a database of value (your Book of Business), which you can sell when you leave real estate or retire. Access to all of the tools available via Windermere CMS system is located on Windermere’s WORC site There is a one time fee of $75 for the use of the CMS features and benefits

3 Adding New Contacts

4 Fill in the necessary information and click Save and add another to input your clients

5 With the new Import/Export feature you can import contacts from any source that has.csv format Select the area or areas that you wish to download into CMS

6 You have a Column Sort called Owner Mail Label Grid for CMS

7 Select your records, check Tab Delimited and click next. Save Header info and click next.

8 Save the data to your documents in a.txt format

9 Save under a name not the computer link assigned

10 Open Excel and open the file The file is saved under a.txt file. Be certain to look for it there and not under an Excel extension.

11 Once open, click on next

12 Then click on next again

13 Then click finish

14 Your data will appear on your worksheet

15 Then save as a.csv file

16 To import, go into the WORC and click on Import/Export

17 Find your file and open it

18 When you have the file in the system, just click continue

19 This import template will come up and your will match data

20 Once you have matched the data, click continue

21 It will ask you if you want to put the data into a category. Click where appropriate

22 Select an existing category or create a new one. Click continue

23 Now your data is imported!

24 Note: You have to move the first names and the house #

25 All you do is move the names and House # to appropriate section of contact record

26 To export, you do the process in reverse. Select the category to export, click continue

27 Once you have made your selection and clicked continue, it will show you your choice. Click continue again!

28 You will be prompted to save the info. Name it and save it!

29 After a little manipulation of the data, you will have your exports ready to go

30 To view and search for Contacts

31 You can send a quick to clients from this site

32 In order to set up your Visibility Plus or Sphere of Influence mailings, just click on list all and select participants, then update mail lists

33 To add a category to your CMS, just go to contacts, click on view/search and add a category and save

34 To Edit or Delete a category, just click edit and this will pop up Edit Or Delete

35 From the address book, you can add new clients, go to an established client or make changes to an existing client Just click on the alphabet letter and select your contact

36 Editing Contact Information

37 More Editing of Contact Information This section of the contact information can be priceless. Here is where you put birthdays, anniversaries and last transaction date

38 Deleting Contacts

39 Now let’s add a TO DO to our client file

40 You can sort your “To Do’s” by Priority, Type or Title Then check the box on the list and this screen pops up and you can save your “To Do” in client history

41 You can add notes to your client files and make the notes private or not Click on add a note, write it to the file and indicate private or not and save

42 Here is the history of all the activities that you have complete in the client file If you want to add a quick history item, just click on add and make your notes and then save

43 You can send letters, fax cover sheets, envelopes and s to your clients by going into letter You also have a text editor so that you can customize your letter or . Once complete, merge and send or print 18

44 You also have a Report function to send Activity Reports to your clients

45 Online Collaboration is fabulous for keeping in touch with your clients Once the client either logs in or creates a myWindermere account, they will be automatically attached to your contact information on

46 Referral Directory – You can look up any Windermere agent in any state on the Work Site

47 You have access to a Directory of your clients

48 Mail Merge

49 The final result is a personalized letter to your clients that looks like you hand typed each one

50 Add a new letter Write your letter, name it and save it

51 Or Edit a letter that exists. Make the changes and save

52 Setting up your online newsletter mailings Go to your website and click on the web address of the Newsletter and copy Then go to the Work site and mail merge

53 Complete this and it to your clients on a regular basis Once you hit merge, the e- mails will automatically be sent!

54 Label Merge

55 Once you click merge, you have labels to print

56 You can send out Windermere Quick Cards

57 You can order Quick cards for $19 per ream and this will print out 2 cards per page

58 Exporting your contacts from CMS to Custom Express

59 Click open and it will sort your clients in Excel You can then import your clients into Microsoft Outlook, Visibility Plus, a Palm Desktop or Custom Express

60 The Work Site Calendar Day View

61 How to add Appointments

62 You also have a monthly calendar

63 Day A Calendar Printout

64 Day B Calendar

65 Weekly Calendar

66 Monthly Calendar

67 CMS To Do’s

68 Adding To Do’s Type in your To Do and Save it

69 Master Action Plans

70 Create a Custom Master Action Plan

71 Associating Listing Action Plans to Clients

72 Once you have associated an Action Plan to your client, 2 new links will be in the contact info

73 Print your Listing Action Plan

74 You can put the listing in Pending Status or click a To Do and then save in history

75 When you have listings, you will have Action Plans. Click into one and edit individual action items

76 CMS Fast Flyers

77 If there is more than one listing in the database on Coral Way, select the appropriate one

78 Select the Flyer Format that you want

79 The data you have entered will pop up

80 This beautiful flyer is right at your finger tips

81 Photo Gallery The Photo Gallery tool gives you the ability to display multiple interior & exterior photos of a listing; a terrific way to attract Web-savvy prospects It is an integral means of providing exceptional real estate services to clients

82 How the Photo Gallery Assists Buyers Presents a more complete representation of a listing According to NAR, over 95% of buyers shopping for homes on the internet find multiple photos very valuable Windermere’s Photo Gallery gives the agent the ability to display multiple interior & exterior photos of listings Photo Gallery offer unlimited property photos Buyers can send the Photo Gallery to friends & family via All images can be printed out at once allowing buyers to easily share photos with others Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by buyers It’s not just the house that makes a home! The Photo Gallery is the perfect way to showcase areas of interest in the community The Photo Gallery can be used as buyer’s preview for out of town buyers The Photo Gallery is tied directly to the listing on windermere.com, making multiple photos just a click away for buyers

83 How the Photo Gallery Assists Sellers Photo Gallery is the best way to increase the number of people who view property listings, allowing greater exposure for the seller’s property It offers unlimited property photos Windermere’s Photo Gallery can be sent to potential clients via The Photo Gallery is linked directly to the seller’s listing on the windermere.com web site Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by consumers Windermere’s Photo Gallery tool gives the agent the ability to display multiple interior and exterior photos of their property listings, a terrific way to attract Web-Savvy prospects

84 How the Photo Gallery Benefits the Agent Photo Gallery is the best way to increase the number of people who view property listings It offers unlimited property photos This tool allows the agent to display multiple photos of their listings and to use descriptive words to further enhance their listings Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by consumers The Photo Gallery gives the agent the ability to display multiple interior and exterior photos of their property listings, a terrific way to attract Web savvy prospects. By utilizing the Photo Gallery tool on listings, the agent is able to produce more professional looking photos and listings It can be used as a listing presentation tool: the agent can create a Photo Gallery that showcases their expertise in finding the right angle to capture the best features of a property. The agent can them that Photo Gallery to their client prior to the listing presentation as a way to demonstrate yet another reason to choose that agent over other real estate agents.

85 The first thing you will want to do is input your listing onto your worksite

86 The GLVAR does not send us our listings when they do the daily sweep for windermere.com, so you have to put your listing in manually or it will not be on the site!

87 You will begin with price, heading and comments that will appear on windermere.com

88 Here is where you will find the new Open House function of the website Input the day and the times of the Open House and it will appear on windermere.com during the week of the Open House

89 Once input, the Open House will show up on the website

90 Continue inputting your data

91 The last thing you want to ensure that you do is add the listing to the windermeredestinations website

92 Once input, the listing will show up on your worksite like this!

93 Click on add Photo Gallery

94 Once you have clicked on add, this screen will pop up and you will complete all of the information required to set up a Photo Gallery Note: It is imperative that you check Auto activate or the system will not download from MLS

95 When you have set up the beginnings of your Photo Gallery, this screen will appear

96 This screen will pop up for you to upload your photo

97 Click on Browse and find the picture that you want on the listing in your file

98 The name of your picture should show up in the space and then hit submit

99 When completed, “Successful image upload” will appear

100 Adding Sections and Photos

101 Select the heading you want on the pictures and then write a description of the benefits and then update

102 Click browse, hit thumbnails and then select a picture

103 To change the order of the pictures, just number them and hit update. Their order will change!

104 Preview Photo Gallery

105 Changing the MLS Number

106 You can copy the Gallery and have a Template for your own use

107 Now you have a template to use for listing presentations and any other purpose

108 If you choose to move the gallery to another agent, just click on move and then enter the other agents name or 3 letters in their last name

109 Or you can a Photo Gallery

110 You can archive (delete) a Gallery

111 Once archived, if you choose to recover it, you can. Just select a Gallery and recover it!

112 All of this fabulous technology is right on the Windermere work site and is available to you 24 hours a day, 7 days a week. Don’t miss out on using these state- of-the-art tools!