1. Customer for Life
PROGRAMS & SERVICES TRAINING
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2. How Buyer Found Real Estate Agent *
Source
Percentage
Referred by (or is) a friend, neighbor or relative
40%
Internet website
11%
Used agent previously to buy or sell a home
10%
Saw contact information on For Sale / Open House sign
6%
Visited an open house and met agent
6%
Referred by another real estate agent or broker
5%
Personal contact by agent (telephone, e-mail, etc.)
4%
Referred through employer or relocation company
4%
Walked into or called office and agent was on duty
3%
Search engine
1%
Newspaper, yellow pages or home book ad
**
Direct mail (newsletter, flyer, postcard, etc.)
**
Advertising specialty (calendar, magnet, etc.)
**
Mobile or tablet application
**
Other
50%
10%
* Profile of Home Buyers and Sellers 2012, National Association of REALTORS®
** Less than 1%
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3. How Seller Found Real Estate Agent *
Source
Percentage
Referred by (or is) a friend, neighbor or relative
38%
Used agent previously to buy or sell a home
23%
Personal contact by agent (telephone, e-mail, etc.)
5%
Referred through employer or relocation company
4%
Saw contact information on For Sale / Open House sign
4%
Referred by another real estate agent or broker
4%
Visited an open house and met agent
4%
Internet website
3%
Walked into or called office and agent was on duty
2%
Direct mail (newsletter, flyer, postcard, etc.)
2%
Newspaper, yellow pages or home book ad
1%
Advertising specialty (calendar, magnet, etc.)
1%
Other
61%
11%
* Profile of Home Buyers and Sellers 2012, National Association of REALTORS®
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4. Benefits
• Stay in touch with past clients automatically
• Give consumers current real estate market data
• Reports are branded with agent information
• FREE
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5. Access
Internet
Explorer
Google
Chrome
Mozilla
Firefox
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6. Access
1. www.HomesaleCenter.com
2. Click on the ‘OSA’ icon
3. Click ‘Online Seller Advantage’ under ‘Technology
Links’
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7. Online Seller Advantage (OSA)
‘Customer for Life’
is a program
within OSA
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8. Edit Your Profile
Click on ‘Edit Your
Online Seller
Advantage
Account’
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9. Edit Your Profile
• Make sure your
contact info is
correct
• Enter a tag line or
slogan if desired
• Check both boxes
• Click ‘Submit
Changes’
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10. Edit Your Profile
• Select the type of
phone number
• Enter phone
numbers
• Click ‘Submit
Changes’
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11. Edit Your Profile
• Upload a photo by
clicking the
‘Browse’ button
and finding your
photo on your
computer’s hard
drive
• Click ‘Submit
Changes’
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12. Edit Your Profile
Return to the OSA home page by clicking on ‘Main Menu’
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13. Customer for Life
Click on ‘Customer
for Life’ to access
the program
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14. ‘Customer for Life’ Dashboard
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15. Add/Edit Customer
• Click ‘Add/Edit
Customer’ tab
• Fill in the fields
• Estimate the value
of the customer’s
home
• Continue scrolling down page
15

16. Add/Edit Customer
• Enter County and
School District
information
• Continue scrolling down page
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17. Add/Edit Customer
• Select either ‘Radius’ or
‘Map Search’
• Select how often customer
will receive report
• Copy for you?
• Continue scrolling down page
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18. Add/Edit Customer
• Use the Default
introduction
provided or create
one of your own
• Check the Display
Map box
• Continue scrolling down page
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19. Add/Edit Customer
• Click ‘Show
Advanced Criteria’
• Select ‘Property
Types’ to search
• Enter any ‘Property
Details’
• Click ‘Submit’ when done
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20. Sample Report
New Listings
Branded to Agent
Price Changes
Internet Search Activity
Status Changes
Location Map
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21. Import Contacts
• From the Main
Menu select
‘Import Contacts’
• Click the ‘Browse’
button to upload an
Excel or CSV file
• Match fields with the actual data uploaded in the program
• Visit each entry and edit/add price, frequency of report, etc.
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22. Additional Resources
Jen Brown Wilson, Project & Training Manager
Direct: (717) 286-9906
E-Mail: Jennifer@PrudentialHomesale.com
‘Customer for Life’ training guide under the ‘Learn More’
link in Online Seller Advantage (OSA)
PREA Affiliate Assistance Hotline
Direct: (888) 733-5778
E-Mail: preaaah@HSFranchise.com
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23. Instructor
Tom Blefko is a real estate broker with over thirty years experience in
all facets of the residential and commercial real estate industry
including sales, leasing, office management, property management,
development, construction and training. During the course of
his career, he has been an award-winning salesperson and assisted
other agents in negotiating and closing over one thousand real estate
transactions.
Contact Information: Tom Blefko, Associate Broker
Prudential Homesale Services Group
Cell: (717) 587-6600
E-Mail: TBlefko@PrudentialHomesale.com
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