1. Overview Presentation Joe Roumelis Vice President of Mortgage Lending Guaranteedrate.com/agent Demo Login/password: grate/grate1 05/28/11
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6. Home Loan Analysis Flyer Sample Agent photo and contact information Property image and description (powered by MLS system) Payment options Contact information of your affiliated GR loan officer
1. Next to the upper-right hand corner links, agents can click on their name (next to the black arrow) to edit personal account details (where it says “Hi, sample” on this example screen)
1. Be sure to encourage them to put your name as their affiliated loan officer! 2. Tell them that after they register they will immediately receive an email containing a link to confirm their registration.
-tell them they can print these up on-the-go and distribute them at open houses—also the property photo and property information is constantly being updated by the MLS system! -note to Loan officers: this is why the realtor’s choice of VP is so important when they sign up for the portal: you will instantly be co-branded with them on all of the HLA sheets!
-Be sure to tell them that we can create these for new regions/cities if 5 agents commit to ordering -This piece has “ stay power ”! It is not thrown away immediately; clients hold on to them for 3 months at a time. -VPs can comp up to HALF of the price; tell them that they can get 10% off if they sign up for auto-renewal for the newsletters
-VPs must authorize this request and place the order through the GR marketing department, as VPs pay for this service (VPs will get an email notifying them of the request) -Catering choices vary (a few sample catering services: Pompei, Corner Bakery, Jason’s Deli, Creative Corporate Catering (MN only), Marcellos) -VPs can also order promo items (pens, post-its, eNeighborhood reports etc) to be delivered to the open houses
-when a realtor places the order, the request is sent directly to the marketing department for fulfillment -if the realtor would like the report printed and bound, the VP will be notified of the request and billed $3/per report plus shipping (pre-tax)
-Obeo is a 3 rd party vendor; Agents will log in and create an account on Obeo’s website (agents will pay directly for the services that they select)
-If a realtor wants a new “design template” GR will charge a design fee.
-MLSmailings.com is a 3 rd party vendor; Agents will log in and create account on MLSmailings.com (agents will pay directly for the services that they select)
-Offer to register the agents today and walk them through how to place their order for these free transaction envelopes!