Coldwell Banker Caine Sales Associate Resource Guide - Revised 5-18-10

8/8/2019 Coldwell Banker Caine Sales Associate Resource Guide - Revised 5-18-10

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11

AGENT RESOURCE APPENDIX



How do I logIn?1.GototheFormsandSupply,Inc.website- www.fsioffice.com.

2.Goto“FSICurrentCustomerLogin”inthetoprightcorner

ofthepage

3.EnteryourUsername: cbcagentandPassword: cbcagentand

clickon“LogOn.”

How do I begIn an order ?First,selecttheCBCofficelocationyouwishtohaveyourorder

deliveredto.Usethedrop-downtohighlightthelocationand

henclickon“ChangeAttentionName.”

QuIck order – a ccess to over 60,000 Items!fyou alreadyknow the stock numbers of the itemsthatyou

need,youcanclickhere.Thiswillbringyoutoablanktemplate

hatyoucankeydirectlyinto.YoucankeyinMfrPrefix,Item#,

orjusttheItem#withnoprefix,quantity,andevenalineitem

comment(whotheitemisfor).Ifyoudon’tknowtheprefix,

keyintheitemnumberanditwillsearchforyourchoicesinour

database.

searcH center or browse c atalog

Searchbykeywordoritemnumber.Filterdowntospecificitemequirements.If youtypeinastock#anditdoesnotcomeup,

ryitinQuickOrder.QuickOrderwillbringupallitemsinour

ystem,notjustourcatalogitems.TryouttheComparefeature

oquicklycompareproductdetails!

m y F avorItes

Youcanaddanyitemtothispagetohavequickorderaccess.You

canorderalloroneoftheseitemsquicklyandefficientlywithout

earchingthroughthewholecatalog.Youcansetupasmanylists

asneeded.Also,usethecommentslinetomakenotesthatprint

onyourorder!

F avorItes speed order

Combinesyour“QuickOrder”templatewiththeitemsyouorder

mostoftenoutofyour“MyFavorites”listing!Thefastestwayto

order!Oncetheitemyouwantappears,youcanclickon“Add

oFavorites”toaddtoyourpersonallist,“BuyNow”topurchase

andcheckout,or“AddtoCart”andcontinueshopping.You

cancheckonyourorderatanytimebyclickingon“View”under

heheading “ShoppingCart” (yellowblock, lower right hand

column).

c an I FInd supplIes For my prInters? Yes, you can use either the Machine Matching Tool or

PrintingSuppliestohelpyoufindwhatyouneed.

c an I order custom stamps & n ameplate

Yes,youcanclickonXstamperandbuildyourown!Prev

rightonyourscreen!

c an I make cHanges to my order ? Youcanmakechangesatanytimebyclickingon“ViewC

Deleting Items: Ifyou view cart inExplodedView, aD

buttonisfoundbesideeachitem.IfinStreamlineView,pla

checkmarkintheboxontheleftoftheitem(s)youwishtode At the top ofyourcart,clickonthedrop-downmenube

“AddSelectedItems toFavoritesList” andhighlight “Rem

SelectedItems”andmakesureyouclickon“Go!”Todelete

entireorder,clickon“DeleteOrder.”Tochangeaquantity,

clickinthequantityblock,typeinyourquantityandclickon

“Update”button.

How do I complete my order ?1.Clickon“Order”under“ShoppingCart”intheyellowblo

inthelowerrightcolumn

2.InthePO#Field,enteryourLASTNAMEfortracking3.PutyournameintheAttentionField

4.EnteryourCreditCardType,Card#andNameonCard

5.Click“SubmitOrder”tocompletethetransaction

6.DeliveryistypicallyNEXTDAYiforderedbefore3PM,

butifitisanitemyoumusthave,pleasecontactyourFSI

CustomerServiceRepresentativeforassurance.

c an I put my order on Hold & come back

Justclickon“View”under“ShoppingCart.”Thiswilldis

yourentireorder,dollaramounts,total,shippinginformati

andcommentlines.Click“HoldOrder”toplacetheorde

hold.YoucanthenclickonHeldOrderswhenyouareread

openandcompletetheorder.ClickontheOrder#toopen

How do I logout?Click“logout”under“MemberSignOn”toexitthesystem

need addItIonal Help?Contact your FSI Customer Service Representative L

Johnsonat277-1466,ext.14(or800-759-4959)andshe’llbe

tohelp!

SMARTNETInternet Orderin

Use Coldwell Banker Caine’s Discount to Save on All of Your FSI Office Supplies!!









1. Log into your Webmail account and select OPTIONS in the top rightmenu.

2. Go to MESSAGING – then go to E-mail signature and type in yourcontact information, including name, phone numbers, email addressand web address.

3. Copy and paste the following statement under your signature:This email may contain advertising or solicitation of goods or services.

CLICK HERE if you wish to opt-out of receiving further advertising or

solicitation of goods or services.

Setting Up Your Email Signaturein Webmail

http://www.coldwellbankercaine.com/opt_out.php







easi Does It!Your Guide to Coldwell Banker Caine’s Service Team

What is easi?asi

(Exceptional Agent Services Initiative) is an improved wayo oer Coldwell Banker Caine Sales Associates expert supportnd services throughout the transaction process. Your easi

Team consists o an On-Site easiTeam at your local oce level andcentralized team o listing, marketing and closing specialists.

hoW does easi offer better services?Your On-Site Team is your point o contact - they will maintain

aily oce operations and be there to provide you withndividualized attention. A Centralized easi Team consists o xperienced listing, closing and marketing specialists who workogether to ensure quality and eciency in these unctions.

hoW do i submit a neW listing to easi

?Bring your completed listing paperwork to your designatedOn-Site Team Member and upload your photos to FTP. Anasi Listing Specialist will enter the listing into MLS and e-mailou a link to the listing in Paragon or your approval. An easi

Marketing Specialist will veriy that a fier request has beeneceived and will e-mail a fier proo or your approval. Your newsting will be scheduled to run in the appropriate section o pcoming ads.

What if i have a change to a listing?-mail to your designated On-Site Team Member and the easi

Team ([email protected]) describing the change

price, status, remarks, etc.). An owner e-mail is acceptableor everything except or withdrawals, which require Brokerpproval. You will receive an e-mail acknowledging receipt o he change, the change will be made in MLS, and advertisingnd fiers will be updated i needed.

listing photos & photo changes?isting photos and replacement photos should be placed in FTP*nd ollow Photo Naming Conventions. Photos must be named

with the number of the order you prefer in MLS, followed by theoom name. (Example: 1 Front, 2 Foyer, 3 Kitchen)

Ater placing photos in FTP, e-mail the easi Team ([email protected]). An easi Specialist will upload themages to MLS, and update advertising and the fier.

Agents are advised to keep original copies of all photos, as they wille deleted from FTP.

hoW do i include a listing in sales caravan?New listings and price changes submitted to easi by 10 a.m. onhe day prior to sales meetings will automatically be includedn that week’s caravan. For new listings, complete the Caravanection o the Listing Inormation Form with the names o thehotos you want shown. You may select 5 photos or listings0-$494,999 and 8 photos or listings $495,000+.

hoW do i request additional fliers?

E-mail your designated On-Site Team Member and theTeam ([email protected]) with the request. changes are required, fiers will be printed and placed in mailbox. I changes are required, an easi Marketing Specwill e-mail a proo or your approval.

hoW do i request an open house ad?E-mail your designated On-Site Team Member with the Mand the date o the open house by noon on Mondays.

hoW do i process a pending sale?As soon as you have a ully-executed contract, turn in completed contract with Summary o Sale (all sections comple

earnest money (or copy), Seller’s disclosure statement, agdisclosures, and Lead Based Paint doc (i built beore 197your designated On-Site easi Team Member.

hoW do i process a closing?Submit your closing paperwork (HUD, Termite, Check andother documentation) to your designated On-Site Team Memalong with your lockbox and sign. The easi team will promprocess the closing. I you would like Just Sold Cards or yourcomplete the Just Sold Card orm and submit to easi. 60 cardbe sent out on your behal.

hoW do i request postcards/marketing materia

E-mail your designated On-Site Team Member and theTeam ([email protected]) with your requestthe date needed. An easi Marketing Specialist will createpiece and e-mail a proo or your approval.

easi Agent Guide.pdf - revised 9/2/09













Understanding Photo Resolution

• Adigitalimageismadeupofthousandsoflittlebitsofcolorcalled“pixels”• Alow-resolutionphotohasrelativelyfewpixels,andbecausethepixelsaresospout,theymakethephotolookfuzzyandjagged–low-resphotosareusedonwebsitesbecausetheyareasmallsizeandloadquickly.

• Ahigh-resolutionphotohasmorepixelsarrangedverycloselytogether,resultingclearerpicturewithmoredetail–high-resphotosareusedforprintbecausetheybetterquality(andmostnewspapers/magazinesrequirethem).

• Settingyourcameratoaresolutionof1280x960orhigherwillresultinaqualityp

thatcanbeusedforprintpublication.

Tips for Exterior Photos

• Your primary photo for ads MUST be horizontal.Whenphotographingaverticalstructure,likeatownhome,besuretogetahorizontalshotofthebuildingfromaangle.

• Chooseyourtimeofday–thebestphotosaretakenrightaftersunriseandrightbeforesunset.Thecolorwillbebetterandyou’llhaveanappropriateamountoflThemiddleofthedayistheworsttimetotakeanexteriorshot–thelightingishandyourphotowillbeoverexposed.Usuallyyourbestoptionwillbetotakeamoshotofaneast-facinghouse,oraneveningshotofawest-facinghouse.

• Makesurethatthesunisnotbehindyoursubject.Backlightingmakestheskyloverybrightandthehouselookverydarkandwithoutdetail.

• Whentakingexteriorphotos,removeasmanydistractionsaspossible.o Movethecarsandgarbagecansoutoftheway.

o Hosedowntheconcreteorblacktopdrivewaytobringoutarichercolor.o Removealltoysandclutter.o Bewareofpowerlinesanddistractionsthatmightbestickingupfrombehind

house.o Beawareofpartiallydrawnblindsthatmightbedistracting.o Donotincludeanypeopleinyourphotos.

• Chooseaninterestingangle.Don’tshootthefrontofthehomefromdeadcenteraslightlycornerwiseshot.Experimentwithtakingthephotofromasquattingposorfromaslightlyelevatedposition.

• Whentakinglandscapephotos,photosofyourlakeshoreline,etc,don’tpositionhorizonrightacrossthemiddleofthephoto.Tryplacingitathirdofthewaydow

fromthetoporathirdofthewayupfromthebottom(”ruleofthirds”).• Ifyouaretakingaphotoofaspecialfeatureofthehome,don’tplaceitdeadceninthepicture.Tryplacingitslightlyoffcenter.The“ruleofthirds”appliesheretoincludingpositioningrelativetotherightandleftsides,aswellasthetopandbo

Photos in print ads are thisshape - be sure your housewill look good when format-ted this way.

Good: High Resolution

Bad: Virtical & Straight-on shot

Good: Horizontal & Angled shot.

Bad: Backlighting, power lines,too much road

Bad: Too Far Away Bad: Too CloseBad: Too Much Driveway Bad: Backlighting &

Driv

Property Photography GuidMaximizing Your Photos for Promotion



Tips for Interior Photos• Naturallightromwindowsisgreat,butcanbetricky.Besurethatthewindowis

notthecenterothephoto.Turnonthelightsandexperimentwithyourash.Itomuchlightiscomingromonesource,yourphotowillappeardarkandthelightsourcewillbeoverexposed.Tryacingawayromyourlightsourceandexperimentwiththeshadesordierentanglestosolvethis.

• Don’tincludepeople,pets,orpersonalitemsinyourphotos.• Besureclosetdoorsandtoiletlidsareclosed.• Whentakinginteriorphotos,removeeverythingsittingout.Removeclutter,small

kitchenappliancesliketoastersandcanopeners.Removealltoiletries,dishsoapbottles,kitchenragsortowels,ourcanisters,justabouteverything.Removepersonalphotos.Removeallothatstuhangingonthererigeratordoor.

• It’sfnetoincludelightfxturesorchandeliersinyourphotos,butmakesurethey’nottheocusoyourphoto.

• Bewareoyourreectioninmirrorsorglass.

• Qualityoverquantity.Buyerslovetoseelotsophotosoyourhome,butmakesuthatyou’regivingqualityandnotjustquantity.Takelotsophotosoyourhome,thennarrowdownthebesttoputonlineandiniers.Youwanttoshowbuyersphotosthatwillgivethemthebestpossibleimpressionoyourhome.

Using Your Camera• Gettoknowyourcamera-tryoutdierentsettingsandlearnwhichonesworkbes

oryou.Manydigitalcamerashavesettingsthataredesignedorlandscapeandarchitectureshots,lowlightingandbrightlighting.

• Besureyoualwayshaveback-upbatterieswithyou.• Iyou’relookingoranewcamera,mostpoint-and-shootcameras(likeCanon

PowerShot,NikonCoolPix,andKodakEasyShare)aregoodbets.KodakalsohasacameraoutcalledKodakEasyShareV570-ithastwolenses-oneregularandonewide-angle.Thewide-anglelensisanexcellenttoolorshootinghomes.Theymakinteriorslookmorespaciousandgivebuyersabetterideaohowtheroomeels.

Bad: Imbalance between indoor-outdoor lighting

Good: Appropriate lighting

balance.

Bad: Too much clutter.

Before & After - the importance of de-cluttering kitchens.

Good: De-cluttered

Standard Lens

Wide Angle Lens













Logging in to coldwellbankerworks.com

1. Verify you have an email address in the system.

Your office manager or administrator can providethis information, or contact the Help Desk at

1-877-4COLDWELL

2. Go to coldwellbankerworks.com

3. Click on “First Time

Users, Click Here for

Access”

4. Enter your email address here

5. You will see a verification

screen and an email will

be sent to that address*

6. Click the link in the

email and follow theinstructions to select

a password.

7. Go to coldwellbankerworks.com and log in using your email address as your

username and the password you just selected

* If your account is not found contact the Help Desk at 1-877-4COLDWELL

(your email address)

(your email address)



What is LeadRouteR?LeadRouteR is a powerul lead management tool that ensuresvery lead receives a ast, proessional response. The LeadRouteR ours o operation are 8:00 am - 9:00 pm, 7 days a week. You must

participate in LeadRouter training to be eligible to receive leads.

hoW does LeadRouteR WoRk?

1 Customer makes an inquiry: All internet leads will beplaced into the LeadRouteR system and automated orresponse and reporting.

2 LeadRouteR automatically calls Sales Associate: TheLeadRouteR sotware program will automatically check to

see i you are eligible to receive the next lead and then willcall your cell phone. Leads will be sent to the listing agentfrst. I there are dual agents on a listing, the agent in thefrst position will receive the lead.

3 Sales Associate accepts lead and contacts consumer: You can then decide whether to accept or pass a lead.I you pass, the lead is routed to the next available SalesAssociate.

4 LeadRouteR will manage all internet leads: The lead routersotware will be your single tool to manage all internet leads.

5We can monitor lead activity with LeadRouteR reports:

Customized reports will be developed to track our leadson the agent, ofce and company level.

What do i need to do to ensuRe that i’m set

up foR LeadRouteR?

1 Log on to http://cbworks.coldwellbanker.com: I you arelogging on to CB Works or the frst time, or i you haveorgotten your user name or password, click the link oraccess. Otherwise, log on as usual.

2 Check your LeadRouteR Profle or accuracy: Go toLeadRouteR on CB Works by using the “Quick Links”

located at the bottom let hand side o your screen.Confrm that your LeadRouteR Profle ino is correct.

3 Alert Blair to any Profle misinormation: Contact BlairGoering at 864.250.6875 i you fnd any incorrect ino inyour Profle, especially your cell phone number.

4 Program the LeadRouteR phone number into your cellphone: Program 877.735.3237 into your cell phone sothat you can easily identiy calls rom LeadRouteR.

hoW WiLL LeadRouteR WoRk if

inComing Lead is my Listing Lead?

1 You recognize a call on your cell phone rom LeadRouteR phone number and answer. You must p“1” to veriy that the call is not being answered by vmail. I you want to accept the lead, press “1” again.may then stay on the line to listen to the customcontact inormation, or you may hang up.

2 Once you have the customer’s contact inormation, rethe call as soon as possible to secure your new lead.

3

When you accept a lead, it is yours rom that p

orward. You will have received aLeadRouteR

e-mailwill have 8 hours to log on to LeadRouteR and reporthe status o your new lead. I you do not updatestatus within the 8 hour period, you will no longeeligible or new leads. However, updating your leadthe LeadRouteR system will ensure that you are alweligible or new leads.

4 I you are unable to answer your phone or a lead thyour listing lead, the lead will automatically go to voice mail. You will then have 30 minutes to retrieve lead by calling the LeadRouteR center to get the messI you do not call within 30 minutes o the message blet on your voice mail, then the lead will roll to the available Sales Associate in your ofce.

hoW WiLL LeadRouteR WoRk if

inComing Lead is a Company oR idX Lead?

1 You recognize a call on your cell phone rom LeadRouteR phone number and answer. You must p“1” to veriy that the call is not being answered by vmail. I you want to accept the lead, press “1” again.may then stay on the line to listen to the customcontact inormation, or you may hang up.

2Once you have the customer’s contact inormation, re

the call as soon as possible to secure your new lead.

3 When you accept a lead, it is yours rom that porward. You will have received a LeadRouteR e-mailwill have 8 hours to log on to LeadRouteR and reporthe status o your new lead. I you do not updatestatus within the 8 hour period, you will no longeeligible or new leads. However, updating your leadthe LeadRouteR system will ensure that you are alweligible or new leads

LeadRouteRYour Guide to Coldwell Banker Caine LeadRouteR

Coldwell Banker LeadRouter

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Coldwell Banker Caine Sales Associate Resource Guide - Revised 5-18-10

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