Office Administration

Managing A Team Account

February 13, 2017 by engageRE

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

Creating A Team In LeadStreet

February 6, 2017 by engageRE

NOTE: This article applies ONLY To:

Teams are a powerful capability of Leadstreet. In this series, learn about creating team accounts and websites.

NOTE: This article applies to office managers or admins ONLY.

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

Create a team account
Assign a team leader
Add more team members

Download as PDF

Managing a Team Account in LeadStreet

Customizing joinremax.com to Your Office

January 30, 2017 by engageRE

NOTE: This article applies ONLY To:

RE/MAX has created a create online agent recruiting tool at www.joinREMAX.com. And as a bonus - you can personalize the "Contact Us" section to reference your office's information.

To use the feature, do the following:

Sign into MaxCenter with your RE/MAX credentials (office admin, manager or owner).
Select the Recruiting + Retention tile. On the next page, choose the Customize joinremax.com tile.
Complete the slide-in form with your office recruiting information. For the URL Name field, choose carefully - this will become a part of your personalized URL and you typically would not want to change it once publicized.
Click Save Changes.

You can preview your personalized site by clicking the to link shown on the screen.

Adding A Personalized joinremax.com Page To Your Website

Using Site Builder:

Sign into the LeadStreet account that manages your office website.
Go to SiteBuilder > Content > Pages, scroll down to the appropriate top level menu list and click Add Link.
Complete the Add Link form, entering your personalized joinremax URL (created above) in the URL field. Make sure and choose "http://" as the type.
Submit the form.

Using WordPress:

Sign into the WordPress account that manages your office website.
Go To Appearance > Menus.
Open the Custom Links panel, and enter your personalized URL (created above) and the appropriate Link Text. Click Add To Menu.
Drag the newly created menu item (at the bottom of the menu outline) to the desired position on the menu.
Click Save Menu.

Maintaining Agents Within Your Office

January 20, 2017 by engageRE

NOTE: This article applies ONLY To:

For Office Administrators Of The Mid-States & Dixie Regions ONLY.

The RE/MAX system has numerous services and applications that need to be maintained as information changes with individual agents.

Adding A New Agent

Step 1: Establish RE/MAX Identity

Every agent must first be identified by RE/MAX Membership. Therefore, to add an agent, start by creating a profile for them within iFranchise.

Once submitted, this information will automatically be transmitted to the region and to RE/MAX, LLC for processing.

Step 2: Register MainStreet Profile

Every RE/MAX affiliate has a MainStreet profile, which includes their personal @remax.net email address. That is setup when the agent receives a MainStreet registration email from RE/MAX via their personal email account (the email address entered into iFranchise as their personal Email - not their RE/MAX Email). The agent should look for the registration email on the business day after the iFranchise profile is completed. NOTE: this email will come from "ecare@remax.net" - agents should make sure and check their junk mail or spam folder and add that address as a safe sender.

The affiliate must complete the online registration process to choose their remax.net email and RE/MAX password, which provide access to all the online tools like LeadStreet and Design Center.

Once this step is done, their @remax.net email should be working and they should have full access to MainStreet.

Step 3: Activate And Setup Their Accounts

The day after their MainStreet profile is created, the affiliate's personal accounts in the RE/MAX Tech package should be activated, including LeadStreet and Design Center.

Most all services and applications are accessible through MainStreet at www.remax.net. Agents should sign in with the remax.net email address and password (setup in Step 2 above).

To access LeadStreet, agents should click the "My Leads" icon along the left side of the page.
To access Design Center, agents should choose Design Center from the Marketing menu.

Each agent should follow the setup instructions shared in the Tech Assist article New Agent Training.

Updating Agent Information

Once accounts are created, updating information must be done in many of the systems independently.

Adding/Changing A Photo

When adding or updating the photo for an agent - this must be done in eConnect (by logging into MainStreet and clicking MY REGION), as well as Design Center and LeadStreet. Each platform has different requirements for the photo and should be updated separately. Changes made through eConnect should automatically appear on MainStreet and RE/MAX.com.

Updating Contact Information

Like photos, changes in contact information (name, phone numbers, email addresses) need to be made in eConnect (by logging into MainStreet and clicking MY REGION) as well as Design Center and LeadStreet.

Placing An Agent On Leave Of Absence

To place an agent on leave-of-absence, submit an Associate Status Change Form through iFranchise. All of their access will be suspended and they will be hidden from the various rosters and will be ineligible for leads in LeadStreet.

Agents are returned to active status by repeating this procedure. All accounts will be reactivated with their settings unchanged.

Removing An Agent

To terminate an agent's affiliation with your office, submit an Associate Status Change Form through iFranchise. Each account within the RE/MAX Tech package (including LeadStreet and Design Center) will be deactivated automatically from there.