Presents

Contact Management System

and Photo Gallery

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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

• 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

• 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

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Adding New Contacts

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

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To view and search for Contacts

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You can send a quick e-mail to clients from this site

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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

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

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

Edit

Or Delete

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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

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Editing Contact Information

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More Editing of Contact InformationThis section of the contact

information can be priceless. Here is where you put

birthdays, anniversaries and last transaction date

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Deleting Contacts

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

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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

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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

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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

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You can send letters, fax cover sheets, envelopes and e-mails to your clients by going

into letterYou also

have a text editor so that you

can customize your letter or e-mail.

Once complete, merge and

send or print18

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

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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

www.windermere.com

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

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You have access to a Directory of your clients

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Mail Merge

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

one

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Add a new letter

Write your letter, name it and save it

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

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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

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Complete this and e-mail it to your clients on a regular basis

Once you hit merge, the e-mails will automatically be sent!

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Label Merge

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Once you click merge, you have labels to print

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You can send out Windermere Quick Cards

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

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Exporting your contacts from CMS to Custom Express

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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

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The Work Site Calendar – Day View

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How to add Appointments

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You also have a monthly calendar

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Day A Calendar Printout

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Day B Calendar

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Weekly Calendar

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Monthly Calendar

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CMS To Do’s

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Adding To Do’s

Type in your To Do and Save it

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Master Action Plans

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Create a Custom Master Action Plan

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Associating Listing Action Plans to Clients

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

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Print your Listing Action Plan

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

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

action items

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CMS Fast Flyers

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

appropriate one

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Select the Flyer Format that you want

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The data you have entered will pop up

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This beautiful flyer is right at your finger tips

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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

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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 e-mail

• 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

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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 e-mail

• 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

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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 e-mail 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.

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Once inside the WORC, go to Listings and then Photo Gallery

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Once inside Photo Gallery, you will click on New

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Once you have clicked on New, 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

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

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This screen will pop up for you to upload your photo

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

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

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When completed, “Successful image upload” will appear

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Adding Sections and Photos

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

update

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Click browse, hit thumbnails and then select a picture

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

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Preview Photo Gallery

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Changing the MLS Number

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

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

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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

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Or you can e-mail a Photo Gallery

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You can archive (delete) a Gallery

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

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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!

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