LeadStreet

Setting Up A Custom Domain Name (webinar)

April 17, 2019 by engageRE Tech Assist Team

Setting up a custom domain is an advanced skill, especially if you are using your domain for email. Please review the video below for instructions on setting up a custom domain. NOTE: If you are using your domain name for email, doing this incorrectly will disrupt email flow.

Note: If you have a special email setup, or are uncertain of how to proceed with this process, you are urged to reach out to techassist@engageremarketing.com before making any changes to your settings.

IMPORTANT NOTICE: Website Template Changes

March 23, 2018 by engageRE

In an effort to transition all websites to the new Designer Website Collection templates, agents and offices will only be able to choose a new Designer Website Collection template beginning Wednesday, March 21. Websites with older templates will not be affected, but agents and offices will not have the option to choose an older template moving forward when making changes.

At this time, the new Designer Website Collection templates do not support HTML on the homepage, only the internal pages. If you have custom features such as YouTube videos or widgets from preferred vendors on your homepage, we recommend you do not switch to a new Designer Website Collection until HTML is supported. To view the new Designer Website Collection, click on Site Builder->Collections->Layouts.

Please note: Agents and offices who opt to see a preview of the new Collection templates should exercise caution as there is not a way to recover any previously saved changes (including current live websites) if a new template is selected.

For more information on the Designer Website Collection, please visit https://www.engageremarketing.com/designer-website-collection

Seller’s Report (video)

November 19, 2017 by engageRE Tech Assist Team

NOTE: This article applies ONLY To:

This video reviews one of engageRE's most popular features- the Seller's Reports. This is a valuable tool for your sellers and should also be a part of every listing presentation!

In early November, the platform vendor made significant changes to the Seller Report. The short video above reviews the process to create a Seller Report, highlighting the new features. Updates include:

Agents can enter partial contact information when searching and selecting the contact(s) to receive the report.
Agents can attach a Saved Search to determine the nearby properties as an alternative to the preset radius search. The closest ten properties will display under the new expanded Market Summary section which now includes active, pending and sold listings when available.
The Online Seller Report Summary is now an editable text area so the agent can add a custom message.
Agents now have the ability to set an Email Frequency specific to the individual report. The report will still go out on Monday, but you can now tailor the report frequency for each customer.
Agents can choose to stop sending the individual report when the listing goes either Pending or Sold.

Frequently Asked Questions

Q: Will my existing seller reports, created under the previous version, still go out?

A: Yes, the reports will continue to out on the same schedule as before, with the new report format.

Q: Can I still send an individual report to an email address, without enrolling them in the recurring report?

A: Yes and no. You can send an individual report to all contacts who are enrolled for that report. However, each recipient must be a contact in the LeadStreet system – sending to ad hoc email addresses is no longer supported.

Q: Do the emailed reports work on a mobile device?

A: Yes and no. The emailed reports should display on all devices, however, some of the information is too detailed for effective use on a mobile device, and will need to be viewed on a tablet or laptop.

Q: Will my setting changes be automatically saved?

A: No. Auto-save is no longer supported. The Save button must be used after making changes to any settings on the report.

For more details, see Online Seller Report.

Calendar Upgrade (Webinar)

September 5, 2017 by engageRE

Spend some minutes learning about the latest upgrades to the Calendar, with its streamlined calendar activities, additional views, ease of connection, utilization and contact integration. This recorded webinar was hosted by Reliance Network.

Related Article: CRM3 on the Move

Build Your Business with LeadStreet: An Overview for New Agents (webinar)

August 24, 2017 by engageRE

NOTE: This article applies ONLY To:

In this one hour webinar, we review the essential systems in the RE/MAX technology toolkit. Learn how to update your profiles using MAX Tech for eConnect (remax.com), LeadStreet, Design Center and Agent Insight.

Maximize Your Listings Online (webinar)

August 22, 2017 by engageRE

During this webinar, we reviewed the Listings area of engageRE. Learn how to manage your listings, add a manual listing, and interpret the available reports in order to get the most benefit out of your online listings.