Welcome to the Agent Portal
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 […]
You can now upgrade your website to the #1 web publishing platform in use on the web today – while still being fully integrated with CRM3. Put the power of WordPress into your website with engageRE. Learn more on how to upgrade your website to WordPress today.
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 […]
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 […]
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 […]
Update: 2.8.18 CRM3 – Updated Client Emails With the most recent CRM3 update, there have been changes to the automated client emails for Saved Favorites, Saved Searches, and New Property Server emails. The new email format is “mobile friendly” and also include a mobile friendly signature. Each of the new emails shares the same basic standardized template […]
NOTE: This article applies ONLY To: During this webinar, we reviewed the new LeadStreet (CRM3) that was released in mid-November. CRM3 has a dynamic new navigation system, responsive and tablet functionality, enhanced business resources, and a brand new Agent Dashboard offering greater insight into the potential value of your online business.
NOTE: This article applies ONLY To: During this webinar, we reviewed the new engageRE Agent Portal (CRM3) that was released in mid-November. CRM3 has a dynamic new navigation system, responsive and tablet functionality, enhanced business resources, and a brand new Agent Dashboard offering greater insight into the potential value of your online business.
With CRM3, you have the capability to setup client registration rules that you feel are optimal for the experience on your website. In addition to the the “min/max” options of earlier versions of the Agent Portal, several mid-level options can be combined to produce exactly the right experience. The settings that control this feature can be found […]
This video walks through some of the new features of CRM3.