What we are doing to help you close more transactions
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What we are doing to help you close more transactions PowerPoint PPT Presentation


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What we are doing to help you close more transactions. Paws: what we’ve released since last Summit. Bulk Lead Reassignment. Filter leads by license type. Navigate quickly through lead sets. Password reset requests. Paws : 2014 Product Roadmap. Paws : 2014 Product Roadmap (cont.). 1.

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What we are doing to help you close more transactions

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What we are doing to help you close more transactions


Paws: what we’ve released since last Summit


Bulk Lead Reassignment


Filter leads by license type


Navigate quickly through lead sets


Password reset requests


Paws : 2014 Product Roadmap


Paws : 2014 Product Roadmap (cont.)


1

Paws: More efficient by being more focused


July 2014

1.1

Video-embedded Emails

Study in other industries shows that short videos (15s-60s) increases lead response rate significantly

Source: Overture, a mortgage technology firm


July 2014

Lead Action Plans

1.2

Create custom action plans that fit yourprocess


July 2014

Lead Action Plans (cont.)

1.2

Apply an action plan to each lead


July 2014

Daily Task Sheet

1.3

Each team member will have a personal agenda for the day


July 2014

1.4

Enhanced Follow-up


August 2014

Easier to use: Lead Labeling

2.1

  • Create custom labels and apply them to leads as-needed

  • Searching for leads by label offers greater flexibility


September 2014

Easier to use: Enhanced Lead Routing

2.2

  • Routeleads by:

    • Lead type (buyer/seller)

    • Min and Max price point

    • Area of interest


More Inclusive

3


May 2014

3.1

Lead Aggregation Service


May 2014

3.1

Lead Aggregation Service


May 2014

3.1

Lead Aggregation Service


October 2014

3.2

Bulk Lead Import


October 2014

Import Leads from Top Producer

3.3

1. Export setting in Top Producer:

2. Search for and select contacts to export to TigerLead

3. Export to TigerLead


4

Paws: More Integrated with other services


4.1

Paws: Introducing Third Party Services


June 2014

Tighter integration with Top Producer

4.1

  • More information will be sent from Paws to Top Producer: Agent assigned and property preference

  • Information in Top Producer will be updated every night


June 2014

4.1

Tighter integration with Top Producer (cont.)

Activity notes will also be sent to Top Producer and updated every night


July 2014

4.2

Integration with Market Snapshot


July 2014

4.2

Integration with Market Snapshot (cont.)

Agents can create a Market Snapshot for any lead


September 2014

4.3

Integration with Google Contacts


September 2014

4.3

Integration with Google Contacts (cont.)


September 2014

4.3

Integration with Google Contacts (cont.)


4

Continuing to enhance the Paws Dashboard


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