eedge 101 training guide v1.6c

8/6/2019 eEdge 101 Training Guide v1.6c

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eEdge101 Training Guide



v1.6 • ©2011 Keller Williams Realty, Inc. Page 1

Table of Contents(Click on a lesson to jump to it.)

Lesson 1: What is eEdge?

What Is eEdge? ......................................................................................................................................... 2

Your eEdge Control Panel ......................................................................................................................... 4

If You Need Help ....................................................................................................................................... 5

Five Daily eEdge Actions ........................................................................................................................... 6

Lesson 2: Activating eEdge

Activating eEdge ....................................................................................................................................... 2

eEdge for Teams ....................................................................................................................................... 8

Lesson 3: eEdge Setup

Your eEdge Website .................................................................................................................................. 2

Home Page ............................................................................................................................................ 2

Buy Page ................................................................................................................................................ 3

Sell Page ................................................................................................................................................ 3

Move Page ............................................................................................................................................ 4

Meet Page ............................................................................................................................................. 4

Contact Page ......................................................................................................................................... 5

Capture More Leads .................................................................................................................................. 5

Access the Admin Page ............................................................................................................................. 5

Your Website Settings ............................................................................................................................... 6

Your Email Settings ................................................................................................................................. 16




Lesson 4: myLeads

How Leads Are Routed to You .................................................................................................................. 2

Lead Notifications ..................................................................................................................................... 3

The myLeads Dashboard ........................................................................................................................... 4

Responding to Leads ................................................................................................................................. 5

Lesson 5: myContacts

Your myContacts Dashboard .................................................................................................................... 3

Importing Contacts ................................................................................................................................... 4

To import contacts using the Easy Wizard (Outlook or Top Producer) ................................................ 5

To import contacts using a template (My Red Tools or other system) ................................................ 8

Checking the Status of Your Import Job .................................................................................................. 11

Adding Contacts Manually ...................................................................................................................... 13

Filtering and Sorting Your Database ....................................................................................................... 17

Viewing Contact Records ........................................................................................................................ 18

Sending Seller's Reports .......................................................................................................................... 21

Creating Groups ...................................................................................................................................... 23

Adding or Removing a Contact from a Group ......................................................................................... 25

Lesson 6: myEmail

Introduction .............................................................................................................................................. 2

Accessing myEmail .................................................................................................................................... 2




Lesson 7: myMarketing

Setup of myMarketing .............................................................................................................................. 2

Campaigns and Presentations Available ................................................................................................... 5

Customizing an Email Campaign ............................................................................................................... 9

Launching an Email Campaign ................................................................................................................ 15

Launching a Print Campaign.................................................................................................................... 16

Reviewing Campaigns You've Set Up ...................................................................................................... 17

Adding or Removing People from a Campaign ....................................................................................... 20

Preparing for a Listing Appointment or Buyer Consultation .................................................................. 21

Marketing Your Listings .......................................................................................................................... 24

Lesson 8: myTransactions

The myTransactions Rollout...................................................................................................................... 2

What is myTransactions? .......................................................................................................................... 2

myTransactions Support ........................................................................................................................... 2

Activating myTransactions ........................................................................................................................ 2

The eEdge Control Panel ........................................................................................................................... 4

The myTransactions Dashboard ................................................................................................................ 5

How to Create a Loop ............................................................................................................................... 7

Completing forms ................................................................................................................................... 13

Reviewing Loop Forms ............................................................................................................................ 15

Your Client’s myTransactions Experience ............................................................................................... 20

Inviting a Co‐Op Agent ............................................................................................................................ 26

The Revision

Process

...............................................................................................................................

29

“Jumping In and Jumping Out” ............................................................................................................... 31

Adding Attachments ............................................................................................................................... 31

Submitting for Review ............................................................................................................................. 35

Your myTransactions Account Settings ................................................................................................... 37



Edition 1

Revision 6

Lesson 1: What Is eEdge?




v1.6 • ©2011 Keller Williams Realty, Inc. Lesson 1, Page 1

Lesson 1 Contents

What Is eEdge? ......................................................................................................................................... 2

Your

eEdge

Control

Panel

.........................................................................................................................

4

If You Need Help ....................................................................................................................................... 5

Five Daily eEdge Actions ........................................................................................................................... 6






What Is eEdge?

eEdge is the real estate industry’s first and only COMPLETE lead‐to‐close agent business solution—

available exclusively to Keller Williams associates. It includes lead management and routing capabilities, full contact management, a professional marketing library, and a true paperless transaction system—all

in one integrated, efficiency‐increasing package.

It is a single integrated system that does business the way you do

business.





The triangle below represents your real estate business. At the core of your business is myContacts, which

is fed by myLeads. Leads are then cultivated by myMarketing and closed through myTransactions, allowing

you to leverage your time and focus on what matters most. From The Millionaire Real Estate Agent , you

know that your business is your database. So everything you do is centered around myContacts.





Your eEdge Control Panel

Each day, log in to mykw.kw.com. On the homepage, you'll see your eEdge Control Panel.

You have simple button controls linking to the modules of eEdge. Prominently displayed alerts indicate

necessary actions. So, for example, the myLeads icon will notify you of any new leads captured, the

myMarketing icon will prompt you to prepare marketing materials for new listings, and the

myTransactions icon will display any actions required during the contract process. From your control

panel, you always have direct access straight into your contacts and email.

Important Note: myTransactions is rolling out regionally. To see when your Region is scheduled to go

live, visit the eEdge page on mykw.kw.com.





Each of the eEdge modules is integrated with the others. So, for example, when you create marketing

material for a listing, the information is automatically prepopulated from myContacts. From myContacts,

you can open up the current e‐transaction right from the contact record in one click. No matter where

you are in the eEdge system, you will also always find easy access to any other eEdge module through

the top toolbar.

If You Need Help

As you learn the eEdge system, eEdge Support is always here to help! You’ll find easy links to resources,

training, and live support on any screen of eEdge.





Five Daily eEdge Actions

There’s a lot of functionality in eEdge that you can take advantage of! But get started quickly each day

by completing the Five Daily eEdge Actions:

1. Log in to your eEdge account every morning and evening.

2. Respond to new leads and update their status.

3. Reply to new email from contacts. Don’t forget to check your Webmail too!

4. Take action on current reminders! Be sure to set up future reminders!

5. Prepare any marketing material for new listings or listing appointments.

And, once you launch myTransactions in your Region, there’s a sixth!

6. Check myTransactions and address any notifications.



Edition 1

Revision 6






Lesson 2 Contents

Activating eEdge ....................................................................................................................................... 2

eEdge for Teams ....................................................................................................................................... 8





Activating eEdge

Are you on a team? If so, you will have unique considerations. Before any members of the

team activate their account, it is critical to review the team options at the end of this lesson.

Congratulations! You're ready to get started in eEdge. First, you’ll need to activate your account.

1. Log in to mykw.kw.com. Click Activate eEdge Now!





2. Now, click Yes to get started with activating your account.

3. Click Activate your eEdge account.





4. Complete all required information. In the Contracting Party field, enter your own name.





5. Complete your website setup. Your eEdge website serves as an additional lead source and

capture system for you. You are also provided with an email address that will allow you to

track all correspondences within the eEdge system (for more, see subsequent lessons).

a) Enter the primary zip code in which you conduct business.

b) Decide your eEdge subdomain. This will be the link for your eEdge website. Be sure you

DO NOT enter “www” or “http” into the field.

c) What you decide for your eEdge subdomain will also be your eEdge email address.

d) Click Finish Setup.

Congratulations! You're now ready to begin using eEdge!

.kwrealty..com





eEdge for Teams

Teams of two agents may have their own accounts or share one eEdge account.

Option 1

If you are on a two‐person team and choose to have your own eEdge accounts:

• Members of the team maintain individual eEdge websites and eEdge email addresses.

• Members of the team maintain separate lead flows, databases, marketing portfolios and

transactions.

• Choose this set‐up if you book your production separately.

Option 2

If you are on a two‐person team and choose to share one eEdge account:

• Members of the team choose a “lead agent” who will activate on eEdge.

• Within the Market Leader website admin tool, agents add both MLS IDs to pull both listings.

• Members of the team share an eEdge website, eEdge email address, lead flow, database,

marketing portfolio via the “lead agent’s” account.

• Choose this set‐up if you book all your production under one agent.

Teams of three or more agents may have their own accounts or share one.

As we shared on our eEdge Roadshow, we will deliver a solution that allows our teams to have a shared

database later this year. In the meantime, teams have two options for using eEdge:

Option 1

All agents on a team can activate and use separate eEdge accounts, which can then be converted to a

shared database when it’s available.

Option 2

The lead agent can activate and begin using their eEdge account to learn the functianlity and capabilities

of the system and other team members wait to activate.

Additionallly, our eEdge partner Market Leader’s Realty Generateor product offers teams a substantial

number of add‐ons that are fully eEdge compatible, including additional online lead generation tools, lead

management, and marketing benefits, as well as team management, accountability, and performance

dashboards. Realty Generator is offered at a substantial, KW‐exclusive price of $999/mo ($500 month

discount).



Edition 1

Revision 6






Lesson 3 Contents

Your eEdge Website .................................................................................................................................. 2

Home Page ............................................................................................................................................ 2

Buy Page ................................................................................................................................................ 3

Sell Page ................................................................................................................................................ 3

Move Page ............................................................................................................................................ 4

Meet Page ............................................................................................................................................. 4

Contact Page ......................................................................................................................................... 5

Capture More Leads .................................................................................................................................. 5

Access the Admin Page ............................................................................................................................. 5

Your Website Settings ............................................................................................................................... 6

Your Email Settings ................................................................................................................................. 16





Your eEdge Website

With your eEdge account comes a new website. As you saw during the eEdge activation process, the URL

format is http://your subdomain.kwrealty.com. This new website does not replace your eAgentC site; it

serves as an additional lead capture source for you. Think of this as your niche site for buyers, to help

you cast a wider net.

The best part is that it’s extremely simple to set up and requires no maintenance. It’s also search engine

optimized, which means, for example, when consumers use Google to search for properties in their

area, your site will rank higher in the search results.

Home Page Shown below is an example of an eEdge website’s Home Page.





Buy Page On the Buy Page, consumers can easily search for homes that meet their criteria. Consumers may view

one property before they are prompted to register on your site. They will be required to register in

order to view more properties.

Sell Page The Sell Page contains a form through which consumers may request a custom evaluation from you. By

completing this form, they’ll register on your site and you’ll be notified immediately of their request.





Move Page The Move Page is automatically populated with a map and links to sites with relocation and school

information for the communities you serve.

Meet Page Use the Meet Page to explain what makes you stand out from other agents in the community. This page

also includes a map showing the location of your Market Center.





Contact Page Finally, the Contact Page provides an email form for consumers who want to reach you.

Capture More Leads

Notice that every page has a lead capture opportunity by offering consumer a reason to register on your

site. Market Leader has extensively tested this website design with its prepopulated text, and it’s been

well proven to successfully capture leads.

Access the Admin Page

Before you get started in eEdge, set your administrative settings properly to ensure your leads are

directed to you. To access your admin settings:

1. Click View Contacts under myContacts on your control panel.





2. On the myContacts dashboard, you’ll see your Admin settings in the left‐hand navigation pane.

Click the Website link.

Your W ebsite Settings

Your eEdge website is ready to go with just a few small updates!

1. There are several areas of information that you’ll update to set up your website. At any time,

you can preview your website by clicking the View your website link. Do this often as you make

changes so you can see how they affect your site.





2. Under General Info, ensure your office information is correct.

3. Update your time zone (if you are not in the Pacific time zone).

a) Under General Info, click Edit.





b) Choose the correct time zone and click Save.

4. Next, click Profile Info from the list of website settings. All of your profile information is pulled

from White Pages, which is the information used to ensure that any referrals sent to you are

successfully delivered. If anything needs to be updated here in eEdge, you should also update

your White Pages profile to ensure you don’t miss any referrals.

a) Click Edit.





b) Edit your name if necessary.

c) Add your cell phone number.

d) You do not need to edit your login or password.

e) External email is for sending emails from a different email address that your eEdge email

address. It is recommended that you do not change this for initial setup, but to learn more

on this field, please see Lesson 6 on my Email.

f) Alternative website is to use a different website address than your eEdge website address.

For now it is recommended that you leave both “external email” and “alternative website”

blank. We will discuss both of these options in more detail in Lesson 7 on myMarketing.

g) Add your Agent MLS ID. This will ensure your eEdge website properly displays your listings

from the Keller Williams Listing System. If you are part of a two‐member team, you may add

two MLS

IDs

to

pull

both

of

your

listings.

Your Agent MLS ID is the same as your Associate ID, found in your KW White Pages profile. If

you are not sure how to find this, skip to Step 5.

Important Note: You will not be able to add your true Agent MLS ID until your

complete the Request IDX process and have approval. For more details see Lesson

10 on eEdge IDX.

h) Enter any additional information about yourself to display on your website.

i) Edit your bio.

j) Add any awards you’d like displayed on your website.

k) Add your photo.





5. If you already have your Associate ID (sub‐step “g” above, skip to Step 6. Otherwise,

follow these steps:

b. Edit name if necessaryc. Add cell phone

d. You do not need to edit

your login or password

h. Add any additional info. This appears

at the very bottom of each page on your

website.

g. Add Agent MLS ID ‐ this is

your Associate ID from

White Pages

i. Edit your bio as necessary. This

appears on the Meet Page of your

website.

j. Add any awards. This appears on the

Meet Page of your website.

k. Add your photo.

This appears on

every page of your

website.

e. It is recommended that

you leave “external email”

blank for now. We cover this

in Lesson 6 on myEmail

f. It is recommended that

you leave “alternative

website” blank for now. We

cover this in Lesson 7 on

myMarketing





a. Go to the myKW homepage and click the Edit My Profile link underneath your

profile picture.

b. This will bring you to a summary of your contact information. Click edit at the

top of the My KW Info column.





c. This will display your associate information in the KW White Pages. Your

Associate ID is located underneath your username. You can copy and paste this

ID number into the MLS ID field in the eEdge Website Profile Info.

6. Update the Main Text, if desired.

7. Update the Sell Text, if desired.

This text appears on your

website’s Home Page.

This text appears on your website’s Sell Page.





8. Click Site Images to add a site banner image and agency logo.

9. Click Alerts to specify how you will be notified whenever you receive a new lead or a

new email message through the

system.

a) Enter the cell phone number and email you want alerts sent to. You may choose up

to three places to send alerts.

b) Click Add after you enter the phone number or email address for each alert.

The Site Banner appears on

your Home Page.

The Agency Logo appears on

every page of your site.





10. Add your Communities Served.

a) Click Communities Served and Add Community.

b) Enter the name of your community and click Continue.

c) Enter a zip code and click Add Zip/Postal Code. Repeat if you want to add

multiple zip codes.





d) If you’d like to indicate the center of this community on the map, click and drag

the red push pin to that location, and click Add Center.

e) Finally, you can include a link to a community site. To do this, either:

i. Click Create URL and allow the system to automatically find a site.

ii. Enter the URL of your choice into the Community Info URL field.

Click Done when you are finished.





11. Click Listing Address to control whether or not property addresses are displayed for

listings on your website.

You’ll notice a few items in the list of website settings that were not covered. Those are

enhanced website features that are available with Market Leader Professional Edition.

Your Email Settings

As you saw during the activation process, your eEdge account comes with an additional email address,

which will be formatted as your [email protected].

Any leads who register on your site will receive their initial system‐generated welcome email from this

address. Any time you or the system uses this email address to communicate with one of your leads or

contacts, the messages sent and received are tracked in the myEmail module of eEdge.

We encourage you to use this address when corresponding with leads, or with any contacts for whom

you want to keep a correspondence history in your eEdge database.





1. Click the Email tab to access your email settings.

2.

eEdge

includes

a

built‐

in Listing

Alert

Campaign

to

encourage

your

leads

and

contacts

to

sign up for listing alerts. You can customize the messages that will be sent at 2 weeks, 1

month and 3 months to contacts in your database that are not signed up for email alerts

(with the exception of those who are marked with Hot, Sold, or Trash status).





3. Email Signature allows you to customize the email signature that will be included on any

emails automatically generated from the system. Change your email signature, if

desired, and click Save.

Your Turn!

Update your website settings now.

View your website regularly as you adjust your settings,

so you can see the effect of your updates.



Edition 1

Revision 6

Lesson 4: myLeads



Lesson 4: myLeads


Lesson 4 Contents

How Leads Are Routed to You .................................................................................................................. 2

Lead Notifications ..................................................................................................................................... 3

The myLeads Dashboard ........................................................................................................................... 4




Lesson 4: myLeads


How Leads Are Routed to You

Leads come in to your eEdge control panel from a number of different sources. You will receive leads

from your eAgentC website and your eEdge website. You will also receive leads from the forty‐plus

additional eAgentC sources. These include all the sites that the KWLS syndicates:



Lesson 4: myLeads


Lead Notifications

You may be notified of new leads in three ways:

1. Through the control panel under myLeads

2. By email (if you have opted in to email alerts)

3. By text message (if you have opted in to text message alerts).

Important Note: For instructions on opting in to email or

text alerts, see Lesson 3 on eEdge Setup.



Lesson 4: myLeads


The myLeads Dashboard

1. Click New Lead on your eEdge control panel to access the myLeads dashboard.

2. New leads that require action are listed at the top. A summary of the information collected at

lead capture is included.



Lesson 4: myLeads


3. Note that right on your myLeads dashboard, you also have access to your recent messages from

contacts and any current reminders.

Responding to Leads

1. The instant a lead registers, he or she is sent an immediate notification email and you are

notified.

2. Click the lead’s name to initiate contact.



Lesson 4: myLeads


3. Click Open the ICW to launch the Initial Contact Wizard (ICW).

4. If the lead has provided a phone number, the ICW gives you a script and prompts you to record

the call outcome.



Lesson 4: myLeads




Lesson 4: myLeads


5. You are prompted to set a reminder for follow‐up.

6. If the lead has provided only an email address, the ICW will prompt you to send an email.



Lesson 4: myLeads


7. Be sure to change the status after you contact the lead. If you do not contact a lead within

twelve hours, eEdge will automatically send them an email. eEdge will not automatically change

a lead’s status—that is only done by you.

8. If you cannot service a lead yourself, you may choose to transfer it.

9. You’ll now notice that the leads you contacted are no longer in your myLeads dashboard; they

have been moved to myContacts.

Your Turn!

1. Go to your eEdge website.

2. Register yourself as a seller lead with your personal email address.

3. Access the notification via your email or text.

4. Click on the lead and go through the ICW process.



Lesson 4: myLeads




Edition 1

Revision 6






Lesson 5 Contents

Lesson 5: myContacts ................................................................................................................................... 1

Your myContacts Dashboard .................................................................................................................... 3

Importing Contacts ................................................................................................................................... 4

To import contacts using the Easy Wizard (Outlook, Top Producer or MyRedTools) .......................... 5

To import contacts using a template (any other system) ..................................................................... 8

Checking the Status of Your Import Job .................................................................................................. 11

Adding Contacts Manually ...................................................................................................................... 13

Deleting a Contact Manually ................................................................................................................... 16

Viewing Contact Records ........................................................................................................................ 18

Sending Seller's Reports .......................................................................................................................... 21

Creating Groups ...................................................................................................................................... 23

Adding or Removing a Contact from a Group ......................................................................................... 25





Your myContacts Dashboard

1. Log in to mykw.kw.com and click myContacts > View Contacts on the eEdge control panel.

2. This will bring you to your Contacts dashboard, which lists all contacts in your database.





Importing Contacts

You can add a group of contacts into eEdge by queuing them for import. We’ll outline two ways of doing

this—by way of the eEdge Easy Wizard and by use of a contact import template.

Before doing a bulk import into eEdge, take time to clean up your current database so you have the

cleanest, most effective book of business possible. Continue using any existing Contact Management

System as you become familiar with the eEdge system. New leads will be funneling in to help you get

used to working in eEdge.

Important Notes:

• You may include up to 10,000 rows per contact file that you import. You may import as many

files per day as you wish. Please note, however, that in order to prevent the import wizard

system

from

overloading,

all

import

files—regardless

of

size

or

number

of

records—will

be

put

into a queue to be imported.

• We recommend uploading your contacts in groups (e.g., sellers, first time‐home buyers, new to

area, etc.) as you get started in eEdge. This will allow for a smooth transition into the system.

• When preparing your contact file to be imported, please note that first name , last name are

required.

• eEdge will not allow more than one contact with the same email address, so be sure that each

email address you import is unique.

• If you are importing contacts from Outlook 2007 or Top Producer,or My Red Tools you can use

the eEdge Easy Wizard. See page 45 for instructions.

• If you are importing contacts from any other Contact Management System, you’ll first organize

your contact file into a specific format, using a template called “Custom Import Template” on the

Import Contacts page.

If you encounter issues while importing your contacts, contact eEdge Support by clicking Help and Support in the top right corner from anywhere within the eEdge system.





To import contacts using the Easy Wizard (Outlook, Top Producer or MyRedTools)

1. Export your contacts from Outlook, Top Producer or MyRedTools into a CSV (Comma Separated

Values) file. The process for doing so will vary depending on the system you are using. Refer to

your system’s documentation for the how‐to.

Important Notes:

• Use the default field mapping and do not add, edit, or delete any columns or column headers

in the file. You may update the data in the rows that contain contact information, if desired.

Please review the file for contact information accuracy before importing.

• Top Producer 8i provides two available export file formats that can be imported into eEdge—

“ Contact record and all addresses and communications” OR “ Contact record and all associated items.” Please export your contacts in one of these formats.

2. Click Import/Export on the myContacts dashboard.





3. On the Contacts > Import screen, complete the following by selecting from the drop‐downs:

• Step 1: (optional ) Assign a group to the contacts you are about to import. This requires that

you have created one or more groups using the Manage Groups feature. See page 59 for

instructions on creating groups.

• Step 2: Ensure that the contact status is set to “Active” (or any status other than “Lead”) to

prevent eEdge from treating the contacts you import as leads, and subsequently sending the

automatic email after twelve hours.

• Step 3: Select either “Outlook 2007 CSV”, “Top Producer 8i”, or “My Red Tools” as the

import file

type.

4. Click Browse and navigate to the CSV file you exported from your Contact Management System.

5. Click Import to queue your contacts for import.





6. You will immediately receive an “Information” or “Error” message, letting you know the status

of your import request.

• If you receive an “Information” message, your contacts are waiting in a queue to be

imported. The time it takes for your contacts to import will vary depending on the size

and number of rows in your CSV file.

Example of “Information” message:

• If you receive an “Error” message, contact eEdge Support for assistance if you are

unable to resolve the error on your own. The most common errors occur because of the

following:

o The CSV file does not include all required columns and/or data.

o Columns are not in proper order in the CSV file.

Examples of “Error” messages:





To import contacts using a template (any other system) 1. Export your contacts from any Contact Management System into a CSV (Comma Separated

Values) file. The process for doing so will vary depending on the system you are using. Refer to

your system’s documentation for the how‐to.

2. Download the ”Custom Import Template”

a. Go to http://kwconnect.kw.com/connect.

b. Click Agents on the KW Connect toolbar.

c. Click eEdge under “Technology Training” on the Agent page.

d. Save the template file to your Desktop.

e. In Excel, open the template file that you downloaded from KWConnect.

3. You will copy the data from the CSV file that you exported from your system into the template.

However, it is important that you do not remove or add any columns to the template, and you

should not rename any columns; the structure of the template file must remain intact.

a. In Excel, open the CSV file with your contacts that you exported from your system. You will

now have two Excel files open.

Example of template (left) and your contact file (right) side by side in Excel:





b. Copy each column of data from your contact file and paste into the corresponding column in

the template, one column at a time. Be sure you do not remove any columns from the

template file, even if they do not contain any data.

c. When you have copied all of your data, save the template file. This is the file that you will

import into eEdge.

4. Click Import/Export in the myContacts dashboard.

5. On the Contacts > Import screen, complete the following by selecting from the drop‐downs:

• Step 1: (optional ) Assign a group to the contacts you are about to import. This requires that

you have created one or more groups using the Manage Groups feature. See page 20 for

instructions on creating groups.

• Step 2: Ensure that the contact status is set to “Active” (or any status other than “Lead”) to

prevent eEdge from treating the contacts you import as leads, and subsequently sending the

automatic email after twelve hours.





• Step 3: Select either “Custom CSV” as the import file type.

6. Click Browse and navigate to the template file saved on your Desktop.

7. Choose your CSV file and click Import.





8. You’ll immediately receive an “Information” or “Error” message, letting you know the status of

your import request.

• If you receive an “Information” message, your contacts are waiting in a queue to be

imported. The

time

it takes

for

your

contacts

to

import

will

vary,

depending

on

the

size

of

your CSV file.

Example of “Information” message:

• If you receive an “Error” message, contact eEdge Support for assistance if you are

unable to resolve the error on your own. The most common errors occur because of the

following:

o The CSV file does not include all required columns and/or data.

o Columns are not in proper order in the CSV file.

Examples of “Error” messages:

Checking the Status of Your Import Job

If your contacts were successfully queued for import, you can check the status of your request by

clicking Import/Export and looking at the Imported Jobs section.





If any of your contacts fail to import, this will be indicated in the Imported Jobs section.

1. Click the number under “Failed” to see the reason for the failure.

2. An Import Error Report will list the contacts that did not import and the specific error(s).

Your Turn!

1. Choose ten contacts from your current system.

2. Follow the directions in this lesson to import them into eEdge. If you

get stuck, contact eEdge Support.





Adding Contacts Manually

In addition to importing groups of contacts, you can also add contacts one at a time, as you meet them.

1. From the myContacts dashboard, click Add Contact.

2. In the Contacts > Add a Contact window, fill out the person’s contact information.

Important Notes:

• For each contact you add manually, first name, last name and email address are required.

• Each contact must have a unique email address; eEdge will not allow more than one contact

with the same email address. • If you have a lot of contacts without an email address, the best practice is to Import those

contacts in a CSV file (which does not have this same email address requirement). We

discussed importing contacts earlier in this Lesson.





There are several status categories you can choose from. We recommend the following:

• Lead−Leads who’ve just registered; you have not responded to them yet

• Retry−Contacts you’re trying to engage

• Active−Contacts who are “just looking” but are interactive

• Inactive−Contacts who are not currently looking to buy

• Hot−Contacts who are ready to buy/sell now

• Sold−Contacts you have just closed

• Trash ‐ Contacts who wish to be unsubscribed

Your Turn!

Create three contact records.





Deleting a Contact Manually

It is recommended that you change the Status to “Trash” rather than deleting a contact. The reason is

that there is not a way to retrieve contacts that you delete.

If you still wish to Delete a contact, follow these steps:

1. Go to the myContacts Dashboard.

2. Click on the contact (for the Detailed View). Under More Actions, click on Delete.





Filtering and Sorting Your Database

Once you have imported or added your contacts, you may view them in your myContacts database.

1. To filter by “Status” or “Groups,” click the drop‐down and choose the category you want to filter

by. To view all of your contacts, select All from the Status drop‐down. myContacts includes

several status types: Lead, Retry, Active, Inactive, Hot, Sold, and Trash.

2. You may also sort by any of the columns by clicking on that column header.

Your Turn!

1. Delete a Contact.

2. Filter your contact records by “Status.”

3. Sort contacts by “Created” date.





Viewing Contact Records

1. To view a contact's information and history, click their name in the dashboard.





2. The contact record will show all the key information you need to take appropriate action. It will

also list any comments, emails, reminders, and groups associated with their contact record.

Recommended

action(s)

Click icons to take

actions

Current reminders

Comments, email

history, all reminders, and

groups to which

contact belongs





3. Set a reminder to take action by choosing Add a Reminder.

Your Turn!

1. Open one of your contact records.

2. Add a reminder for the next day to give them a call or send an email.





Sending Seller's Reports

From your myContacts dashboard, you can easily send a Seller's Market Report to highlight the services

you provide as an agent and help a contact who wants to sell a house understand what the house might be worth in the current market.

1. Click on Seller's Market Report.

2. Enter the required information and choose to either print or email.





3. Choose up to three comparable listings from the list returned and click Continue.

4. This creates a report which includes a message from you and information on the

comparable properties.





Creating Groups

Groups allow you to target campaigns to a specific subset of individuals with a shared interest or

common outcome. For example, you may have a group of individuals who all live in one neighborhood,

or who are all real estate investors. Creating groups makes it easy to use myMarketing to set up

automated campaigns!

1. Click Manage Groups.

2. Create a group for the campaign you are setting up. Now you have a group, but no contacts are

in the group.

Your Turn!

1. Create a Seller’s Report for yourself and email it. (You should have

registered yourself as a lead in your eEdge website in Lesson 4. If not,

do so now.)

2. Check your email and see how it looks!





3. Click Contacts from the left navigation to view your contact list and select the ones you want to

add to the group.

4. Click the Add Groups button, select the group you want, and click Add. You may select more

than one group.

Now you will be able to easily filter your database by group. You can also now easily set the group up on

a campaign using myMarketing (see “Lesson 7: myMarketing” in this guide).

Your Turn!

1. Create a group called “33 Touch.”

2. Add yourself to the group.





Adding or Removing a Contact from a Group

Check the box next to the person you wish to add or remove and click on either Add Groups or

Remove Groups. Select the group(s).



Edition 1

Revision 6

Lesson 6: myEmail



Lesson 6: myEmail


Lesson 6 Contents

Introduction .............................................................................................................................................. 2

Accessing myEmail .................................................................................................................................... 2

Introduction to the Alternative Email Option ........................................................................................... 5



Lesson 6: myEmail


Introduction

When you activated your eEdge account, you received a new “@kwrealty.com” email address. This

email address is integrated into eEdge, so all messages sent to this address, or from this address, will be

saved and filed with the contact's record. It is recommended that you use your @kwrealty.com address for all lead correspondences so that you can take advantage of this tracking.

Accessing myEmail

1. Under myEmail, click eEdge Messages on your control panel.

2.

Your eEdge

Inbox

will

display

any

new

messages

from

contacts

in

your

database.

Your

Leads

and

Contacts dashboards will also display new messages.



Lesson 6: myEmail


3. If you have received any emails to your @kwrealty.com email address from individuals that are

not yet contacts in your database, you can find them in eEdge Webmail. Emails with

attachments from any contact will also be found in your eEdge Webmail.

4. Choose to reply to the email or file it. To keep your Inbox tidy, file messages that you reply to via

phone.

Emails from people not in your

contacts database will be found

in Webmail. Emails with

attachments from any contact

will also be shown in Webmail.



Lesson 6: myEmail


5. When replying to messages, you may choose to use one of the five provided templates.

6. The emails you received and sent are stored in the system with the contact’s record.

Your Turn!

1. In Lesson 4, you registered as a lead on your eEdge website with your

personal email address. Send an email to your @kwrealty.com email

address from this personal email address.

2. Check your inbox and reply to your message using one of the

predefined templates.



Lesson 6: myEmail


Introduction to the Alternative Email Option

In Lesson 3 you set up your Profile under Website > Admin > Profile and you may have noticed the field

for Alternative

Email.

You have an option to send emails form a 3rd party email address but there are a few things that you

should consider before adding this option.

Email sent through webmail and myMarketing will show as being sent from the External Email address

of your choosing, but since responses will go to the External Email address, your email communication

from contacts will not be tracked with the content in eEdge.

If you wish to send emails from the External Email, just go to your Profile and enter the email address

and under the My Marketing Information section select the “External Email Address”.



Edition 1

Revision 6






Lesson 7 Contents

Setup

of

myMarketing

..............................................................................................................................

2

Campaigns and Presentations Available ................................................................................................... 5

Customizing an Email Campaign ............................................................................................................... 9

Launching an Email Campaign ................................................................................................................ 15

Launching a Print Campaign.................................................................................................................... 16

Reviewing Campaigns You've Set Up ...................................................................................................... 17

Adding or Removing People from a Campaign ....................................................................................... 20

Preparing for a Listing Appointment or Buyer Consultation .................................................................. 21

Marketing Your Listings .......................................................................................................................... 24





Setup of myMarketing

Before you get started in myMarketing, you’ll need to upload your photo and logo so that your

myMarketing materials are prepopulated with these images.

1. On your eEdge control panel, click [show options] under myMarketing and select Market Me.

2. Choose Create Marketing.





3. You will be brought to the homepage of the Design Center. Choose Profile.

4. Click Upload or change your company logo.





5. Upload the KW logo of your choice, or choose from those provided.

Follow the same steps to upload your photo.





Campaigns and Presentations Available

The eEdge myMarketing module includes several campaigns to market your business and your listings.

These pieces are aligned with the proven models of success found in The Millionaire Real Estate Agent .

The campaigns are beautifully and professionally designed to increase your mindshare and conversion

rates. Below, you will see the current campaigns and presentations available in the eEdge system.

Canadian versions of these are also available. More will be rolling out over the coming months, so stay

tuned! You can also continue to access all current marketing materials in the marketing library.

1. 8 x 8s

An 8 x 8 is eight touches over eight weeks and is designed to activate a relationship. myMarketing

includes two 8 x 8 campaigns, one for buyer leads and one for seller leads.





2. 33 Touch

Follow your 8 x 8 campaign with a 33 Touch. Target the people who know you, who have done or

will do business with you, or who will send you referrals.

3. 12 Direct

The 12 Direct campaign includes twelve monthly postcards designed for marketing to people in your

database.





4. Prelisting Packet and Listing Presentation

A professionally designed Prelisting Packet and Listing Presentation guide are now at your

fingertips!

5. Buyer Consultation

A professionally designed Buyer Consultation guide is available as well.

Additionally, the eEdge system includes a full suite of tools to market your listings—including property

fliers and postcards.





Customizing an Email Campaign

The campaigns available in myMarketing are completely customizable. To customize a campaign:

1. On the eEdge control panel, under myMarketing, click Market Me.

2. Choose Create Marketing.





3. You will arrive at the homepage of the Design Center. Choose Design Gallery.

Warning! In order to access the eEdge campaigns, you must go to the Design Gallery as shown

above. Do not click New Campaign on the Portfolio tab.

Do not click here for the

eEdge campaigns—be sure

to choose Design Gallery!





4. In the left‐hand navigation pane, choose a campaign to customize. Here you can review the

touches included in the campaign. Click Select to choose the campaign.

5. Give your campaign a name and click Next.





6. You can add individuals or groups of contacts to the campaign.

a) Select the individual or group you want to add and click the arrow. Continue until all

individuals or groups are added.

b) Click Save.

Important Note: If you want to customize before adding contacts, you can do so by clicking Save

without adding any names.





7. From the overview page that appears, you can review each touch in the campaign, edit it if

necessary, change the date or time it will go out, view or edit the contacts assigned to it, and

view the history of items sent out.

8. To edit an event (the date), click Edit Event and make any updates necessary. Note that for the

33 Touch campaign, the scheduled dates will be set by KWRI—this ensures that we can include

timely touches such as This Month in Real Estate. However, you can stop a touch in the

33 Touch campaign if desired.





9. To customize a piece, do as follows:

a) Choose Edit Project.

b) eEdge will walk you through all the elements of the project and allow you to make edits to

the text or images.

c) As you make changes, click Preview regularly to view your updates.





Launching an Email Campaign

1. When you are happy with the campaign, click Start to launch.

2. The campaign will now show as Active.

Your Turn!

1. Choose one of the provided eEdge campaigns and customize.

2. Add yourself to the campaign.

3. Customize at least one marketing piece.





Launching a Print Campaign

A 12 Direct campaign is currently available in eEdge. In May, you will be able to fully automate your

12 Direct so you can “set it and forget it.” Until then, please note that to edit the March and April

postcards within the 12 Direct campaign, click the 12 Direct Postcards folder in your Design Gallery. The

remaining ten postcards for the year are included in the 12 Direct campaign folder.

You may also use the process below to send Just Listed, Just Sold, or Open House postcards.

1. Once you’ve customized your postcard, access your project within your portfolio.





2. Select an option for printing and complete the checkout process.

Reviewing Campaigns You've Set Up

To review the campaigns you have set up, do the following:

1. On the eEdge control panel, under myMarketing, click Market Me.

2. Click Create Marketing.





3. You will arrive at the Design Center. Click Portfolio.

4. Choose your campaign under My Campaigns. From here you can view the current campaigns,

contacts assigned, history, and make any edits necessary.





Adding or Removing People from a Campaign

1. Follow the directions on the previous page to review a campaign.

2. Click Add/Remove.

3. Click the left arrow to remove groups or individuals.

TIPS! • If you’ve assigned a group to a campaign, and you want to remove one individual from

the campaign, you'll need to remove them from the group. See “Lesson 5: myContacts.”

• If you’ve assigned a group to a campaign and you add an individual to that group, they

will be launched on the campaign immediately with the next touch—no further action is

required!





Preparing for a Listing Appointment or Buyer Consultation

1. In the Design Gallery, choose Market My Business > Marketing to Sellers (or Buyers) and select

the presentation you wish to edit. For this demonstration, we’ll customize the Prelisting Packet.

2. You will see several files that comprise the Prelisting Packet. Click Select to edit each section.





3. Edit the pages as desired.

4. On the final screen, choose Download to save to your computer for printing.





5. Click on Standard Print Options.

6. Follow the instructions on the screen to save the file to your computer for printing. (Note: If you

don’t see an option for “Save Target As,” you can also click on “Save Link As.”) A PDF of this

section will now be saved to your computer for printing. You may also choose to combine the

separate PDF files into one with all pages.





Marketing Your Listings

1. From the eEdge control panel, click New Listings.

2. Your listings will be displayed. In the Actions column, click the Create Marketing Material icon.

Your Turn!

Customize either a prelisting packet, listing presentation, or buyer consultation.





3. Within the Design Gallery, choose the marketing material you wish to create, edit, and customize as

you desire. There are fliers, as well as Just Sold, Just Listed, and Open House postcards available. The

listing information will be pre‐populated for you. Please note that due to the way the MLS resizes

your images for posting, you may need to re‐upload property images to be appropriate for print (the

system will notify you if an image is not print‐quality).

Your Turn!

If you have a current listing, create a piece of marketing collateral for it.



Edition 1

Revision 6






Lesson 8 Contents

The

myTransactions

Rollout......................................................................................................................

2

What is myTransactions? .......................................................................................................................... 2

Activating myTransactions ........................................................................................................................ 2

The eEdge Control Panel ........................................................................................................................... 4

The myTransactions Dashboard ................................................................................................................ 5

How to Create a Loop ............................................................................................................................... 7

Completing forms ................................................................................................................................... 13

Reviewing Loop Forms ............................................................................................................................ 15

Your Client’s myTransactions Experience ............................................................................................... 20

Inviting a Co‐Op Agent ............................................................................................................................ 26

The Revision Process ............................................................................................................................... 29

“Jumping In and Jumping Out” ............................................................................................................... 31

Adding Attachments ............................................................................................................................... 31

Submitting for Review ............................................................................................................................. 35

Your myTransactions Account Settings ................................................................................................... 37





The myTransactions Rollout

myTransactions is rolling out regionally between now and September 2011. Please check

mykw.kw.com/eEdge to review your Region’s rollout schedule. As part of the rollout, each Market

Center

will

receive

live

myTransactions

training.

What Is myTransactions?

myTransactions, powered by DotLoop, is a revolutionary paperless transaction system. It is guaranteed

to make you more efficient—no more faxing papers back and forth, having to meet with clients in

person, or driving across town for missed signatures or missing forms. With this system, the traditional

paper trail is now online and parties can collaborate in one space. Furthermore, the system has

enhanced security—no more initialed changes to smudged contracts, illegible handwriting, over‐faxed

contracts, or lost documents. Using the myTransactions by DotLoop system, every adjustment can be

tracked and time stamped, creating one seamless document. Each field has its own history attached to

it, allowing users to see changes. And the documents are stored for seven years, with all parties having

access.

Many associates are familiar with online document signing. However, the DotLoop difference is that the

forms are live and interactive. The document is shared online and the only thing sent is a link that invites

others to view/sign the document . Note, however, that the system does accommodate the traditional

emailing of PDFs as well as the faxing of documents, but the core of the system and integrated

electronic signatures function through this “sharing” concept.

myTransactions Support

Within the myTransactions system, there are a number of support resources. You will find brief tutorial

videos available throughout the system to help you along the way. At the bottom of each screen, you

will also see a Help link, where you can find the library of video resources, as well as FAQs and phone

support.

Activating myTransactions

Once myTransactions is available in your Region, you will need to activate your account.

a. Click Start your eTransaction setup. This will be available to you once your Region goes live.





b. Click on Join Now.

c. Fill in all required information; click to accept the terms and choose Continue.

Note: The password you set up will be your electronic signature password. Anytime you sign a

document, you will be asked for your electronic signature password to verify your identity.





The eEdge Control Panel

You have direct access to myTransactions from the eEdge Control Panel. From the Control Panel, you

can do the following:

a) Click on Messages (to review new notifications within a transaction loop)

b) Start New Transaction

c) Buyer Transactions (lists your buyer transaction loops)

d) Listing Transactions (lists your listing transaction loops)

e) Greensheet (access the online Greensheet system)

Your Turn!

Follow the steps above to activate your myTransactions account.





The myTransactions Dashboard

The myTransactions Dashboard is known as “Agent Home.” Click Home from anywhere within

myTransactions to access your dashboard.

Agent Home is the snapshot of a virtual office. A “loop” is a transaction, or your real estate file. It will

contain all the agents, clients, and forms associated with a transaction. Buying loops are therefore

offers, and listing loops are listings.

a. The gray tabs at the top of the page contain all of your loops.

b. Manage your clients by selecting My Clients.

c. See your notifications and activity log by clicking Messages.

d. Manage various aspects of your account by clicking My Account.





The rest of Agent Home is split into four sections.

a. Recent Loops: Lists your loops that have had activity in the last five days. You can go to the

specific loop type at the top for a comprehensive list of all the loops.

b. Calendar: Reflects tasks and reminders set‐up.

c. Search Your Clients: Allows you to quickly access basic client information.

d. Activity Log: Displays all recent activity.

a

b

c

d

a b c d





2. Select the loop type. Depending upon the method you selected to start the loop, you will

see one of the two screens below:

From the eEdge Control Panel or from within myTransactions:

If directly from the contact list within myContacts:

Note: Other loop types include basic and forms loops (these are discussed further in the

advanced class).

3. Select the property.

a. For a Listing Loop: Enter the property address.





b. For a Buying Loop: You can search by Listing Agent’s Name, MLS number, or

property address. The property addresses are integrated with the Keller Williams

Listing System (KWLS). Select the appropriate address. If the address does not come

back with a match, select No.

If you selected No above, the system will prompt you to complete the fields shown.

Continue to the next step by clicking Continue (the system will capture the information

and is able to populate it throughout the forms).





4. Add forms. Using the forms library, you can search, select and reorder forms. You can also

hover over a form name to see an image of it.

Forms on the left are all the forms available to you; forms on the right are the forms you are

using with this transaction.

Note: You can always add and remove forms after the loop is created.

a. Add forms by selecting in the left‐hand column and clicking Add.

b. Once you have all the forms you need, select Create Loop.





TRAINING TIP! The next action button is located in the bottom right ‐hand corner of the page over

90 percent of the time on DotLoop. If you ever feel lost on the system, remember to scroll down

and check the bottom right ‐hand corner.

5.

Add

clients.

Your

myContacts

database

is

integrated

with

myTransactions.

Type in the client’s name and click Search. If this is a new client, select New Client – Add &

Attach (this will also create a contact record in MyContacts).

Each client must be added separately. For a client to sign electronically, they must each have

a unique email address.





It’s important that each client required to sign a document has a unique email

address. For example, if two people are cosigning, each person must use their own

individual email address. Each electronic signature is confirmed by the use of an

email login and unique password created by the client. This adds an additional

critical layer of compliance.

a. Click Save & Continue.

Your Turn!

1. Find a partner. You will pretend to be your partner’s agent and vice

versa. Note: If you do not have a partner, set up a fake client using your personal email address.

2. One person will act as a listing agent ‐ Set up a listing loop for “123

Test Street” and add your partner as the seller.

3. The other should act as a buyer agent ‐ Set up a buying loop for

“456 Test Street” and add your partner as the buyer.





Comp leting Forms

Once you’ve created the loop, added the forms and the clients, you’re ready to start completing your

forms. Each field is interactive. This allows for online collaboration, tracking of changes for compliance

purposes, and final documents as clean as the original. You must review and save each page in order to

give your client(s) access to sign.

1. Fill out all required information (highlighted in yellow).

a. Black “Xs” represent a field that has been assigned to a party for an electronic

signature. If you hover your mouse over the field, the system will tell you who is

supposed to sign there (buyer agent, buyer client, listing agent, listing client).

b. Fields that are highlighted in pink require your signature or initials.

c. Once a field has been signed, the black “X” will change to a green “√.”

d. Once all information is filled in, click Save & Continue.

e. Continue the above for all pages of the form.





2. A Confirmation screen will appear once a form is completed. Click Continue to move to the

next form.

3. Once you have completed all forms, you will see a Confirmation screen that your forms are

ready to be sent to your clients. Click OK.





4. You will get a second confirmation screen listing the forms and the client information. Click

Send Online to send the invitation to sign.

Reviewing Loop Forms

At any point in the transaction, you can review the loop forms by doing the following:

1. Choose Buying Loop or Listing Loops in the top navigation (or from the eEdge Control Panel

or the Recent Loops list).

Your Turn!

If you are the listing agent, fill out the listing forms and add your partner as the

seller. If you are the buyer agent, fill out the buyer forms and add your partner

as the buyer.

If possible, sit together as you go through this exercise so you can review each

other’s experiences.





2. Click the loop you wish to view.

3. Click on a form name to edit it.

4. To send documents to your client(s), check the forms you wish to send and click the send

button on the bottom right.





5. Select Send Online. Note: You do have the option to send a fax or create a PDF to email.

Although you will be able to scan the documents and upload them into the system, you will

lose the advantage of a “shared” document and cleanly tracked revision history.

6. Click OK.





7. Enter any customized instructions in “Custom Email Template”. Click Send Online.

8. You will receive a final summary and confirmation.





After training, an agent made a call on an expired listing. The client wanted to relist his home,

but was spending the week at the beach. The agent asked if he had Internet access. He did,

and the agent was able to create a loop, send it to the client for review and e‐signatures, and

the

house

was

back

on

the

market

the

next

day.





Your Client’s myTransactions Experience

You’ve started a loop, added your client, and sent them the forms online. Now what happens?

1. Your client will receive an email from you, their agent, stating they have documents to

review. The email is also branded with your information, so if the client replies, they reply

directly to you; not a random “do‐not‐reply” email address.

Forms are NOT sent as an attachment. The client is invited to view the documents that you

have shared with them online.

They will click on the link.

2. They will be taken to a Preview page of the documents that require their review and

signature. They will click eSign.

Stefan,





3. Next, they will be brought to a Registration screen where they will choose their e‐signature

password.

4. Once they have registered, the client sees a dashboard. If they have multiple transactions,

they will see a line for each transaction.

146





The client will have access to their transactions for seven years, or however long your state

allows. Throughout the transaction, you can also attach documents to the loop and give

access to your client (Survey, Settlement Statement).

5. When your client selects the transaction they wish to review, a brief video pops up

explaining how to review and sign the document.

6. The client is shown all forms that require review and signatures and can click on each to

begin the process.





7. As they review the forms, the lines that require their initials or signatures will be highlighted

in pink. They will sign by clicking in the field and selecting their name from the drop‐down

and hitting Continue. When reviewing a multi‐page document, the client will review and

sign/initial each page.

8. Once your client has reached the end of a document, they will need to lock in their signature

by entering their password.





9. Once signed, if they have additional forms requiring review and signature, they will be

prompted to do so.

10. Once all forms have been signed, the client will receive a final Confirmation screen.





11. You will receive an email notifying you that the forms have been signed, as well as an

update in your eEdge Control Panel.

Typically, an agent sends a client an invite and then calls them to help walk that client

through the registration process. By the time the client answers the phone, they

usually have half of the documents signed!





Inviting a Co-Op Agent

The

myTransactions

system

allows

you

to

invite

co‐

op

agents

who

are

not

with

Keller

Williams

Realty

into your loops. This is a significant advantage as it allows you to complete the entire transaction

electronically. KW Agents can invite non‐KW agents into more than just one loop at zero cost to the

other agent.

After the forms are e‐signed and returned to you, you can now send these forms to another agent.

1. In your loop, forms that are fully signed will be marked as ready to send to the listing agent.

2. Select the forms you want to send, and click Send.

3. Select how you are going to send the forms. If you select Send Online, you are inviting the

other agent to the loop instead of sending the documents to them, and will have the

advantage of “sharing” the documents online and a clean revision history of all documents.

Your Turn!

Now, take the role of the seller or buyer. Review the email you received from

your partner who was acting as your agent, sign into the system (you can make

up a pretend login with a personal email address) and sign the forms that were

sent to you.





The co‐op agent will be given a onetime use of the system for their transaction with you.

(What a great way to attract someone to Keller Williams Realty and grow your Profit Share

Tree!)

4. Enter the co‐op agent’s information, edit the custom message, and click Invite Agent.

5. You will receive a Confirmation screen.





6. The co‐op agent will receive an email notifying them of the opportunity to negotiate online.

7. They will have the option to join DotLoop for free (for each transaction with a KW agent)

and view the offer online. When an agent decides to come into the loop, you will have the

ability to negotiate together online. It looks like this:





The Revision Process

Collaborating with myTransactions makes the revision process simple and easy. If your client accepts

and signs a contract, you send it to the co‐op agent. If their client asks for changes, the agent makes the

changes. Your client’s signature is removed and the change is highlighted in yellow. The agent’s client

signs and sends back to you. You now have a clean copy (version 2). If your client agrees, they will sign

and the document is locked. If they do not, you make the change (it’s highlighted in yellow) and the

other agent’s client’s signature is removed (version 3). This continues until all parties agree. See the

example below.

There is always a revision history and these changes can be reviewed at anytime.

1. Your client reviews and accepts an offer to buy 126 Buy Street.

2. You review and send the offer to the listing agent.

Your Turn!

Find another associate in your office and invite them into your test transaction

(customize the message by letting them know this is a test). Review the

communications they receive and the experience from their side.

You (Agent) Co‐Op

Agent

Your Client

Co‐Op Agent’s

Client





3. The listing agent and her client decide to counter the offer. They edit the sales price, your

client's signature is removed, and the seller signs.

4. The listing agent reviews their client's signatures and sends the contract back over to you. You

review it and you and your client decide to accept the counteroffer. You have a clean copy that

allows you to see all revisions. Once the seller signs, the document is locked.





“Jumping In and Jumping Out”

DotLoop has the ability to accommodate transactions even when the client or other agent doesn’t use

DotLoop’s interactive forms. The system accommodates these situations by using the Attachments

Feature.

This

feature

allows

you

to

attach

PDF

documents

to

a

Loop

and

add

electronic

signature/initial

spots so that clients can still receive the benefits of electronic signatures even if the other agent doesn’t

utilize DotLoop.

Adding Attachments

Each loop has a section that stores attachments called “Attachments.” To add an attachment:

1. From the loop, click the Add Attachment button near the bottom center of the screen.

2. Browse for the PDF, name the file, and select Save & Continue.





3. The system then gives you the option to add signature/initial fields and notes to the

attachment. If you select Skip, it will take you back to the View Buying Loop Forms screen

shown in step 1. If you select Add Signatures/Initials, however, it will load the document

and give you a toolbox to utilize.

4. This toolbar includes signature blocks, initial blocks, and notes fields. If you click on a tool

and drag it onto the document, you can set up the form as needed. Once you drop signature

or initials fields, the system will ask you who needs to sign in that particular spot. Click Save

& Continue to go through each page of the attachment and modify as necessary.





5. Once you go through each page, the system will ask you if you’d like to sign now.

6. After either signing (if you needed to) or selecting No, you will be taken to a screen where

you can decide who has permission to view the document.





While in class, a buyer dropped off documents for an agent. After class, the agent realized

there was one document the buyer didn’t sign. She dreaded driving the hour out to the

buyer’s home just to get one signature. With eEdge, she was able to upload the missing document,

drag a signature line, and email it to her client. She had it back in less than five minutes and was able

to go home and have dinner with her family.

Your Turn!

1. Add an attachment to your existing buyer or listing loop.

2. Send it to your client (your partner).





Submitting for Review

Anytime a form is saved in a loop OR an attachment is uploaded to a loop, you will see a light gray box

entitled Additional

Options

Available. This

is how

you

will

submit

forms

to

your

Compliance

Coordinator

for review.

First, you need to “archive” any forms that you do not want your Compliance Coordinator to see. Do the

following:

1. Check the box to the left of the forms you wish to archive and select More Options >

Archive Selected.

Those forms will then be removed from view.

NOTE: The forms are not deleted. They can be found in the subnavigation bar under

“Archive.”





2. Now that you are left with the forms that need to be submitted for review, click the red

arrow. A drop down appears explaining that by hitting Next you will be submitting the loop

for review.

3. You now have the ability to reorder the forms. Once the forms are in the desired order,

select Send. (Your market center may not require this and does has the ability to disable this option)

4. Your Market Center will then be able to review your documents. Once reviewed, they can

tag or create a note on a specific form and change the compliance status. As the status is

changed, you will be notified according to the preferences you set up.





Your myTransactions Account Settings

1. Click My Account from the Navigation Bar to review your settings.

2. Contact Overview: Update your contact information. The information under Contact

Overview is used by the system to send you notifications. If you select to receive SMS text

messages, be sure to record a cell number.

3. Communication Preferences: From here, you will select whether you wish to receive email

or SMS text messaging regarding the activities listed.

4. Reset your Password: You can change your e‐signature password here.

5. Form Sets: Allows you to create and modify bundles of forms that automatically populate

when you create a loop.





6. My Team: The myTransactions Team Process is designed to increase transparency in a

team’s operations by inviting all team members to share the same permissions on all

transactions. This allows team members to collaborate more effectively to get deals done.

Team

members

can

be

added

at

anytime

by

clicking

on

the

Settings

tab,

and

then

selecting

My Team. Essentially, the Team Process in DotLoop functions similar to CC’ing someone in

an email. Any person an agent adds to his/her team will be given the same permissions on

all loops he/she creates from that point forward. The agent who adds a team member,

however, will not be included on any loops the team member starts (to do this, that added

agent would have to go to his/her Settings tab, click on My Team, and then add who he/she

would like to be “copied” on all transactions created moving forward).



Edition 1

Revision 6

Lesson 9:

Advanced myTransactions



Lesson 9: Advanced myTransactions


Lesson 9 Contents

Form Sets and Templates .......................................................................................................................... 1

Additional Loop Types ............................................................................................................................... 3

More Options ............................................................................................................................................ 3

Offer Loops ................................................................................................................................................ 4

Requesting Electronic Offers .................................................................................................................... 5

Creating an Offer Loop .............................................................................................................................. 8





Form Sets and Templates

Form sets allow you to save bundles of forms that automatically populate when you create a loop (so

you don’t have to constantly add and remove forms when creating a loop). For example, you could save

the four forms always used for short sales in a bundle so they are grouped together each time you

choose the form set.

Once you have started a loop, input the address, and added clients, you will see the “Add Forms to This

Loop” page. This page contains two sections—“Form Library” and “Forms in this Loop.”

Under “Forms in this Loop” is a field containing a link—Options for saving this form set.

Click this link and enter a name for this set of forms. Click the Save checkbox.

Templates allow you to save default values on forms that will populate whenever you use a specific form

within a form set. For example, saving the commonly used terms in a listing contract form means that 40

percent of it is already filled out each time you use it. Form defaults can only be used within form sets.

After you have created a form set, you will fill out the information in those forms. Once completed, you

will be prompted with a box that allows you to designate the information you want to be defaulted

within those forms.





Additional Loop Types

• DotLoop has two additional loop types:

• Basic

o Only involves agent and client

o No address required

o Accommodates e‐signatures

o Common forms for basic loop

o Example: Buyer client where you have

not yet found a property

• Form

o No address required

o No client required

o Does NOT accommodate e‐signatures

o Example: Tenant Rep Agreement in commercial

More Options

• Archiving

o You cannot delete forms or Loops on the DotLoop system. You can, however, archive

forms or

Loops.

To

do

so,

must

select

the

check

box

next

to

the

Loop

or

Form,

select

More Options and choose Archive.

o Archived forms and loops can be “unarchived” at anytime.

o Archived forms and loops are accessible under the Archive tab in the subnavigation bar.

• Adding Tasks

o You can assign tasks to loops or clients by selecting More Options and choosing Add

Task.

Your

Turn!Set up a listing or buyer form set and at least one template.





• Withdraw Button

o Anytime a form has been submitted to the other side of the transaction (from buyer

agent to listing agent, or vice versa), you can withdraw the form back into your court by

opening the document, scrolling to the bottom right‐hand corner, selecting More

Options,

and

selecting

Withdraw.

Offer Loops

Offers received on your listings will show up as offer loops. From your Listing Loops screen, you can see

which listings you have offers on.

To view the documents on a listing, do the following:

1. Click on the listing loop name.

2. You can click on the Original Listing Forms to view those documents or the desired offer

loop to view the documents within that loop.





If you have received an offer through the traditional means (fax, email, paper copy), you can

invite the buyer agent into the collaborative work environment. Clicking on Invite Buying

Agent creates the offer loop and invites the buyer agent into the transaction. You can then

upload documents already received according to the attachment directions.

Requesting Electronic Offers

You can request that other agents submit electronic offers on your listings as well.

1. From your Listing Loops screen, click on the listing loop that you desire to create an electronic

offer request.





2. Click on Make an Offer.

3. From here, you will choose what forms the buyer agent has access to. Select the forms you want

them to complete and click Continue (you can add forms later after the initial offer is made).





4. You now have two options: You can either copy the code to embed the Make an Offer button,

or you can select the Link Address to forward to other agents.

Note: Use caution on where you place the link or offer buttons. It is recommended that you use

these tools on agent ‐ facing advertising only, not client ‐ facing.





Creating an Offer Loop

When you receive an offer via any of the traditional methods (i.e., mail, fax, email), you can create the

offer loop and invite the buyer agent into the transaction.

1. From your Listing Loops screen, click on the listing loop that you desire to create an offer loop

for.

2. Click on Invite Buying Agent.





3.

Enter

the

agent

information

into

the

fields

provided

and

click Invite

Agent.





4. An offer loop is created. From this point, you can enter the offer loop and upload any

documents received to the offer loop. See the instructions under Adding Attachments for

details on the upload process.

Your Turn!

Practice creating an offer loop on a test listing loop.



Lesson 10: eEdge IDX







Lesson 10 Contents

Requesting eEdge IDX ............................................................................................................................... 3

Installing eEdge IDX ................................................................................................................................... 7





Requesting eEdge IDX

1. Click Manage eEdge Website on your eEdge control panel.

2. Click the Website link under the Admin settings in the left‐hand navigation pane.





3. Click the option at the bottom of the Website tab, called MLS Administration.

4. From the MLS Administration screen, click the Start MLS Application button.

5. From the Start MLS Application screen, select the MLS for which you want to request IDX from

the list. (Note: you must be a current member with the MLS in order to get IDX.) Click Save.

6. On the MLS Administration page, click the Instructions link for the MLS.





7. From the Instructions page, download any MLS forms and follow instructions for faxing the

forms to Market Leader:

Figure 1 Sample Instruction page

At the bottom of this page you will see…





8. After submitting your request for IDX, the status is reflected on the MLS Administration screen.

Note that the status of your MLS request is reflected – check back to this screen often to

determine where your IDX request stands. The following terms can help clarify the status:





9. When your IDX request has been approved, you will receive an email similar to the following,

indicating that IDX is now live on your eEdge website.

a. Note: The KWLS Property Search that was a placeholder on your site until IDX was

available. It is no longer available once IDX is enabled for your eEdge website.

Installing eEdge IDX

10. Congratulations on the Approval status. Before proceeding please refer to this article on

Switching from KWLS to a MLS.

Now that you have read this article, let’s get started with IDX installation:

11. Click the Website link under the Admin settings in the left‐hand navigation pane.





12. Click the option at the top of the Website tab, called Profile Info.

13. Click the Edit button at the bottom of the Profile Info page.

14. Click Add Agent MLS ID.

15. Select your MLS from the Drop Down list and Enter your Agent MLS ID. Click Save. If you do not

know your Agent MLS ID, please contact the MLS.

16. It may take up to 24 hours for the website to adjust to the new IDX.

Be sure to visit http://mykw.kw.com/eedge for the latest product updates and live training

opportunities.



Lesson 11: Introduction to myOffice


Lesson 11: Introduction

to myOffice





Lesson 11 Contents

Introduction to My Office ......................................................................................................................... 3





Introduction to myOffice

17. Leadership can now access the “myOffice” tab. Leadership positions that can access this include

Team Leaders, Market Centers Administrators, Operating Principals, and Brokers.

(Clicking on the myOffice tab inside of MyKW will show the current options).

If you are missing the “myOffice” dashboard (pictured above) it is because you are not a TL,

MCA, OP, or Broker in White Pages or because you have not provisioned your eEdge account.

There are a few important things to note before you get started:

A. All Leadership positions share this one myOffice account and it is tied to an office (Market

Center), as opposed to being assigned to a specific individual.

B. To switch between your personal eEdge account and the Office eEdge account, use the

“myBusiness” and “myOffice” tabs on the eEdge Control Panel.

C. The one email address for this account is kwoffice#@kwoffice.com so please carefully

consider the possible combined uses of this email address.

D. In the future, this account will be fully integrated with a new eEdge Market Center website

for incoming leads. Keep this in mind as you find current uses for the “Office Contacts”,

“Office Email”, and “Office Marketing”. In this manual we will give you tips and best

practices for each of these categories.





18. Let’s Get Started with “Office Contacts”. Click on “Add New Contact”

A. This behaves in a very similar fashion as the My Contacts of the agent’s eEdge.

Click on “Contacts”. Then Click on “Manage Groups”

B. You will want to setup several Groups since this account is potentially shared between

several Leadership positions.

Team Leaders may want to setup “Recruiting Groups”. For example, a Team Leader might

want to base additional Recruiting Groups based on potential “Cappers”, “Half Cappers”etc.

especially if the TL wants to market to these groups differently.

MCA’s, OP’s, and Brokers may also want to add Groups. Assuming that the Team Leader is

responsible for recruiting, perhaps these other Leadership Roles would want to create a

group for “Allied Resources” which could be used for custom marketing to vendor partners

of the Market Center.

The possibilities are endless. Other ideas for Groups include: “HR Departments” to market local employers for future relocations

“Chamber of Commerce” for marketing to local business owners

“Home Builders” for possible referrals

“Mortgage Companies” for possible referrals

C. Once Groups have been created you can easily add contacts and assign them to the most

appropriate Group.





19. Now let’s take a close look at Office Email.

The link under Office Email for “KW.com Office Webmail” is a shortcut to the legacy

[email protected] email address and to the website of http://webmail.kw.com. MCA’s should

already be very familiar with this address.

Go ahead and click on “eEdge Messages” under Office Email (as seen above).

A. On this screen, click on “Admin” and click on “Info”. Please check to make sure

that all contact information is correct for the Market Center.

B. Click “Email” and make sure that this information is also correct for the

automated email signatures. Again, this is a shared account so if this is used

primarily for Recruiting, the Team Leader’s contact information would be

most appropriate.

C. You will find all of the same functionality for Office Email that you are used to

with the regular eEdge email.





20. Finally, there is “Office Marketing” which is most likely going to be your most important piece

under the myOffice tab. Here you can add campaigns to the different Groups and Contacts that

you have created in the system.

First notice that the “eEdge Admin” actually sends you to the same place as eEdge Messages (step 3). The “eAgentC Website Admin” is a short cut to the “yourkwoffice” website. In a future

release, we will have an additional link for the future eEdge Market Center websites.

Go ahead and click on “Market My Office” (see above).

Then click on Create Marketing




Now you are on the Marketing section of MyOffice

A few things to note ‐ the initial campaigns include 33 Touch Recruiting Campaign, Mega Camp

eedge 101 training guide v1.6c

Documents