Agent Tools

Updated Initial Listing Walk-Through Form

Updated Initial Listing Walk-Through Form

What: The Initial Listing Walk-Through form has been updated and made available on the Hub. ACs will also tuck a fresh printout into your Listing Presentations to show potential clients how thorough our home selling process is right from the get-go.How This Is Used: This updated, more functional form enables …

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What: To prevent waste, extra prints of monthly postcards will no longer be given out automatically. You must opt in to have a stack of 20 delivered to your agent mailbox.How is This Used: Postcards make great handouts and conversation starters at open houses—if you actually use them! Otherwise, they’re …

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What: You can now export client birthdays and home anniversaries from your CRM. It’s a great way to keep in touch, even increase referrals.Details: Here are just a few things you need to know. It will pull all contacts who have a birthdate or home anniversary date, but will not …

Exporting Important Dates From the CRM Read More »

What: New year, new goal. Once you’ve had the chance to meet with your Managing Broker to figure out your 2020 Goal-Setting, make sure you update your Connect2 goal to match! This is super simple to do. From your Connect2 homepage: 1. Click on in the Production YTD widget 2. …

Set Your 2020 Goals in Connect2 Read More »

What: Time is running out to order settlement statements that will be sent to all clients who purchased or sold a home in 2019. The final due date is this Friday!How is This Used: This is an invaluable service for your clients—and a referral generator for you. Available: Now until Friday, …

Last Chance to Order Settlement Statements Read More »

How to Send a Virtual Postcard

How to Send a Virtual Postcard

What: Today, we share with you the step-by-step instructions to send out a Virtual Postcard. While it might have a fancy name, this is simply a way to add an image into the body of an email and send it to your CRM contacts.Why: You can use Virtual Postcards to send …

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Customized PCP/IotW Order Form

Please allow 48 business hours (Monday - Friday, 9 - 5) for completion of customization requests.

Applying For A MortgageBird Basics – Thanksgiving PCPToy Drive InvitationSit with Santa InvitationMost Recent Boulder Market StatsMost Recent Denver Market Stats
Printed CopiesPDF for printing at homePNG for online sharing and emailingVirtual Postcard via Connect
Once you press Submit you will receive your customized PCP/IotW as quickly as possible.

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