© Copyright 2018 real.leads, inc.

engageRE is a trademark of real.leads, inc. LeadStreet is a registered trademark of RE/MAX, LLC. Other trademarks are the property of their respective owners

Home > The Tech Assist Blog > The How & Why > CRM3

About the Designer Website Collection

by

Reliance DesignerWebsiteCMS Ad

The Designer Website Collection is a series of high quality design website templates with pre-selected images, graphics, text type, layout and locations for key calls to action.

Key features available during the introductory release include:

  • 20+ designer-crafted, customizable website layouts (many more coming!)
  • Designs for Agents, Teams, Community Lifestyle, Home and Living
  • Designer-selected colors, graphics, buttons, text type, calls to action and more
  • New Homepage Editor – see changes automatically made and saved as you work
  • Mobile, Tablet and Large Display website preview
  • Editable text sections (unique to each design)
  • Custom image sections (unique to each design)
  • New designer image gallery provided with over 1,000 high-quality images
  • New image selection and upload tool
  • Distinctive new Property Galleries - Featured Listings (unique to each design)
  • Quick, selectable calls to action (What’s my Home Worth…)
  • Editable homepage testimonials (unique to each design)
  • New ‘About Me’ sections, larger agent photo (unique to each design)
  • Team layouts with all new ‘About Us’ sections and team rosters
  • New signature website footer with integrated contact / lead form
  • Built-in social media connectors
  • Built-in IDX+ listings search with every full-website
  • Custom website navigation from existing website (for easy transition)
  • Content pages available from existing website (for easy transition)
  • SEO Saved Searches available from existing website (for easy transition)
  • Brand, MLS and State compliance support built-in

Where can the new Templates be found?

In the engageRE Agent Portal, hover over SiteBuilder and select Collections, then Layouts

Under Collections, all designs will display.

  • Persona - These focus on you and features your agent photo.
  • Team - These are all about your team.
  • Texture - These incorporate design texture and dimension.
  • Luxury - These highlight luxury design elements.
  • Home & Living - These feature home imagery

Under Coming Soon, we list more categories that will soon be available. These are
not clickable.

You can search each collection by clicking on the name.

  • Hovering over the layout will display what features are included such as,
    Custom Theme Color
  • Custom Hero Image(s)
  • Editable Hero Text
  • Search Listings
  • Feature Properties
  • Testimonial
  • Custom Background Image
  • Content Text
  • Calls to Action
  • Editable Call to Action Text

Each layout has different customizable elements.

To view in detail, click Preview.

In the Preview, you will notice how your information is instantly pulled in to give you
a true representation of what your website homepage will look like.

Click Select Template to choose and begin customizing OR
You can close it to preview another layout by clicking the X in the top right.

 

IMPORTANT NOTICE: Website Template Changes

by

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

Online Seller Report Enhancement

by

We are upgrading the Online Seller Report. The new report will be made available in the CRM the afternoon on November 8th with the first automated email sent on November 13th. All existing Online Seller Reports will migrate to the new version. In addition, we have made the following improvements:

  • Agents can enter partial contact information when searching and selecting the contact(s) to receive the report.
  • You 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.
  • Online Seller Report Summary is now an editable text area so the agent can add a custom message.
  • Ability to set an Email Frequency specific to the individual report. The report will still go out on Monday but now you can choose for each report how often it will be sent to the contact.
  • Ability to choose to stop sending the individual report when the listing goes Pending or Sold.

For more details, see Online Seller Report.

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.

Instant Acceptance of Leads

by

 NOTE: This article applies ONLY To:

   

When it comes to accepting leads, the old adage rings true, "Time is Money." The faster you can receive and accept a lead, the faster you can make contact with the consumer. In order to receive your lead notifications quickly, we recommend that you setup your account for Instant Lead Acceptance. Lead notifications can be sent to you by text message or email. Please watch the presentation below to learn how to configure instant acceptance of leads using the text messaging feature.

 

Download As A PDF

Managing A Team Account

by

 NOTE: This article applies ONLY To:

   

Team accounts are a powerful tool within LeadStreet.

NOTE: This article applies to team leaders, team assistants or office admins ONLY. It assumes that the team account is already setup and the team leader is assigned. Office managers and admins can learn how to create a team in this Tech Assist article.

Watch or download the quick learn presentation below to learn how to:

  • Adding a team member
  • Assign team member access rights
  • Remove a team member
  • Edit team account settings
  • Delete a team

Download A PDF

Related Articles: Creating a Team in LeadStreet

© Copyright 2019 real.leads, inc.

engageRE is a trademark of real.leads, inc. LeadStreet is a registered trademark of RE/MAX, LLC. Other trademarks are the property of their respective owners