our mission: coldwell banker paradise is a family of ... · the florida realtor’s legal hotline...
TRANSCRIPT
OUR MISSION: Coldwell Banker Paradise is a family of professionals dedicated to achieving results by creating exceptional experiences for our customers and communities through the passionate delivery of truly remarkable service.
WELCOME ABOARD!
Welcome to Our Coldwell Banker Paradise Family!
We want to thank you for choosing Schmidt Family of Companies as your Broker of choice. We have grown and prospered for over 92 years by a simple truth: without satisfied clients, we would not be here today. There is no substitute for integrity. Take care of your clients and they will take care of you! Learn the skills to help you move ahead on your way to success. We will provide the tools you need to succeed. Good luck and most importantly, have fun!
Company Snapshot
11 OFFICES COVERING 135 MILES OF COASTLINE Stuart Port St Lucie Ocean Village Fort Pierce S. Hutchinson Island N. Hutchinson Island Vero Beach US1 (Mainland) Vero Beach Island Previews Sebastian Indialantic Satellite Beach
Divisions
Residential Commercial Schlitt Property Management Schlitt Community Management Global Luxury Concierge Services Paradise Referrals LLC
290+ Agents 56 Support Staff Over 2500 transactions 2017 Coldwell Banker Chairman’s Circle Company 2014, 2015, 2016, 2017 #1 Company in Units Sold in 2017 for Treasure Coast
The Chairman's Circle award is the most prestigious designation a Coldwell Banker affiliated company can achieve signifying the top eight percent of Coldwell Banker affiliated residential real estate brokerage companies in the world. We are #67 out of #786 Brokerages.
National Spotlight
Coldwell Banker Schmidt Family of Companies
Founded by Harold F. Schmidt in 1927, our Company is lead by his grandson, Ken Schmidt and great grandson, Michael Schmidt.
81 offices featuring 2000 Agents
Office Locations in Michigan, Ohio, Florida’s east and west coast and St Croix, Virgin Islands.
#1 in Residential Sales and largest CB Affiliate in the USA
Core Values:
Loyalty - Initiative - Positive Outlook - Servant Leader
Steven Schlitt Florida President Of the East Coast Division President of Schlitt Community Management
Broker
Linda Schlitt Gonzalez
Commercial Manager & Broker
Sales Managers
Communications Director
Lisa Djahed
Lead Business Development Manager
Peter Hopkins
Graphic Designers Judy Graziosi Amelia Smith
Accounting Controller Marcy Harrison Accounting Team Erin Bryant Marcia Wills Becca Paxton Closings & Escrow Becca Paxton
Central Processing Robin K. & Rayna K.
LEADS
Lead “ASC”- Becky R
Lead “ASC” Trainer - Rayna K.
Systems Director - Barb H.
Agent Services
Coordinators
Agent Services Director of Agent Services Robyn Altshuler
New Agent Specialists Kathleen Torres Kate Poirier
CONNECTING TO YOUR
CUSTOMERS
CB Paradise Company Webmail Program
Your cbparadise.com Webmail program is where your new
coldwellbanker.com email address is being forwarded to. Now all
your Coldwell Banker business emails can be contained in one
place. Your cbparadise.com email can be used to help BRAND you
and keep you consistent with your internet presence.
Directions for your Company Webmail:
Go to the symbol next to your email address on the top right
hand corner and click there. Then, click onto Settings. This is
where you can change your password or create your Signature
(under Compose Email). To upload the webmail to your Smart
phone, IMAP instructions were sent to you in my Welcome email.
CONNECTING WITH
CORPORATE COLDWELL
BANKER
CBexchange.com
You have now been processed into our Corporate Coldwell Banker System. Using
Chrome, Go to: cbexchange.com. Use your “vanity” email address to LOG IN. I will
be requesting an email to be sent to you from [email protected]. They will be sending your temporary PASSWORD.
Look for some of these exciting features located on the Home Page choosing the SPRINGBOARD at the top right of the page and click the drop down:
CB University: Virtual AMP and LAUNCH training and more.
xpressdocs: Order Brochures, Business Cards, Promotional Items
e-Marketing: News letters, Thank you cards and more.
ZAP: Your PERSONAL WEBSITE and CRM
Coldwell Banker Help Desk
(1-877-426-5393) Monday-Friday, 8:30 a.m. - 7:30 p.m. EST
SIGN UP FOR
Online Classes!
LAUNCH YOUR CAREER NOW!
Virtual AMP! is a four-week productivity course which boasts a strong focus on lead generation and learning by “doing.” Participants use the daily productivity tracker to refine habits, track progress and overcome set-backs while benefiting from coaching and training designed to cure skill gaps.
LAUNCH is a self-paced course of recordings based on a seven-week virtual course outline. It introduces sales associates to a broad spectrum of best practices and tools which can be at the core of their long-term success in real estate. There is no need to enroll in this class, just sign onto cbexchange.com and go to CBU Learning Center. There is a description of what you will accomplish, course materials and 14 Launch Sessions to jump start your career.
To sign onto Virtual AMP or Launch, log into CBexchange and click onto the Springboard, then select the CBU Learning Center button.
SYSTEMS TO KEEP TRACK OF
YOUR CUSTOMERS and
GET LEADS!
Meet ZAP!
Agents must complete core training before they get leads, floor time and marketing.
Zap is a single, integrated solution to run your real estate business and help you drive results… Everything is connected - what the consumer sees and does on the consumer website and app feeds into your predictive agent platform and vice versa. (Your Zap Login credentials are the same as your CBexchange credentials. One login for everything Coldwell Banker.) Zap consists of consumer tools and agent tools.
Consumer tools:
• World class website designed to capture consumer attention
• Fully responsive mobile web to cater to the needs of the modern, on-the-go consumer
• Highly rated mobile apps for both Android and iOS devices
Agent tools:
An intelligent and automated desktop Customer Relationship Management or CRM to help you manage customer relationships.
Full featured mobile CRM so you can manage customer and Lead relationships on the go
Customizable agent website, for each one of you.
MARKETING YOU
ON OUR CORPORATE
WEBSITE
SET UP YOUR ZAP Agent Website
Start by logging in to ZAP at https://new.myzap.com. Once on home page, Click the drop down next to your name on the top right of screen. Click onto My Website.
Scroll down to edit the “About Me” section by clicking the pencil icon next to the words “Personal Statement.” This is where you will want to convey your personality to connect with potential clients by adding your BIO.
Next Scroll down to the “Areas Served” section. Here you can grab and drag the areas to reorder, delete areas you do not wish to serve by hovering your mouse over the boxes and clicking the “x”. To add areas, simply type where it says “add new city here”. It will auto populate available cities as you type. Select the matching selection.
Finally Scroll down to “Professional Info”. Go through the 3 sections by clicking on the section titles. My Experience, Credentials and Memberships, and Community Involvement. To add info here start typing in the text field then to the right click on the “add new” Button.
Now you have completed the basic info needed for your Personal Website. To view your website, scroll back to the top of the page and click the “view my website” button found to the right of your profile picture.
SYSTEMS TO FIND LISTING AND SALES
CONTRACTS
FORM SIMPLICITY! Form Simplicity is designed for busy real estate professionals, like you, to create transactions efficiently, while mitigating risks. Create time-saving templates, groups of frequently used forms, with pre-populated data. Enter data in a field once, and it will automatically populate into all the other common fields throughout the transaction. 4 Ways to Log onto Form Simplicity 1. Go to RAIRC’s MLS website. Go to their Home Page and click on SMART LINK on the right. Click onto Form Simplicity. When viewing a Listing, click onto Form Simplicity in left menu column. Listing information will auto-fill into the forms selected. 2. . Sign onto St. Lucie RAPB’s MLS Website at myrealtordash.idp.clareity.net/idp/Authn/UserPassword Click on Menu, then Products, then click on FormSimplicity. 3. Sign onto Brevard’s SCAR’s MLS website FLEXMLS.COM. Search for MLS Links and click on Florida Association. Sign onto FormSimplicity. 4. Go to www.FormSimplicity.com, and sign in with User ID (email you signed up with your board). Then click Register Password and set up an account . If you need assistance
call Florida Realtors tech hotline 407-587-1450.
SYSTEMS THAT KEEPS YOUR PAPERWORK
IN ONE PLACE.
DIGI SIGN IS HERE!
SKYSLOPE: OUR ONLINE DOCUMENT STORAGE SYSTEM!
Your Password
Go to app.skyslope.com
Enter your CBParadise email address
Under “Password” enter: 1 2 3 4 5 6. This is your temporary password.
If you cannot sign on, email [email protected] for assistance.
To Change Your Password:
• After logging in, click on the link “My Skyslope” towards
the top of the right of the home page.
• Click on the blue “Change Password” tab towards the top of the
“My Skyslope” page.
.
ON GOING SUPPORT SkySlope Support 24/7: Skyslope has the best support system in the Transaction Management Industry. If you need help when using Skyslope you have several methods of support. They are: Skyslope Tutorials, Live Chat, Email and Phone Calls. You can access all of these from your SkySlope homepage. In the top right corner of the home page click on “Support” and you will find all sorts of support solutions. Call 916.560.1815 for Support.
MARKETING and
PROMOTING YOU AND YOUR
LISTINGS!
YOUR MARKETING NEEDS We have a comprehensive marketing system in place for your listing. To make sure you are taking advantage of each opportunity, here are a few next steps:
Send out a Just Listed postcard! Your admin can help you -- she will process your Just Listed postcard for you -- this is a tried and true way to increase your listings in that neighborhood.
Hold an open house! Coldwell Banker Paradise provides each agent with two free open house advertisements in Treasure Coast newspapers every week. Enter your open house on www.paradiseshowings.com
Your new listing has also been promoted on the CBP Facebook page!
For Marketing services go to
schmidtresources.com
CONNECT WITH
MARKETING PARADISE FACEBOOK GROUP
Connect with your Coldwell Banker Paradise colleagues from across our company via our private Marketing Paradise Facebook Group. To join, sign on Facebook search for Marketing Paradise and click onto “join” the group.
GEN BLUE FACEBOOK GROUP
Connect with 17,000+ of your Coldwell Banker colleagues from around the country via the Coldwell Banker Generation Blue Facebook Group. To join, type Coldwell Banker Generation Blue in the Facebook search bar and ask to join the closed group.
KNOWLEDGE IS POWER!
LEARN FROM LOCAL EXPERTS! Coldwell Banker Paradise holds a series of Business Development Workshops throughout the year that are designed to help you learn our systems, programs and best practices.
New Agent Training is posted each month on our company website, paradiseshowings.com.
IMPORTANT NUMBERS
IMPORTANT CONTACT NUMBERS The Florida Realtor’s Legal Hotline is a free benefit available to all members. Call: 407.438.1409. Hours are 9 a.m.-5 p.m., Monday - Friday. Free Tech Support The Tech Helpline is available to answer
members’ questions. Monday-Friday from 9 a.m.-8 p.m. and on Saturdays from 9 a.m. - 5 p.m. Just call 407.587.1450 and have your membership information handy (either your FREC license number or NRDS number.)
http://www.techhelpline.com/computer-support/