Presents Contact Management System and Photo Gallery Services Nevada

2 CMS Advantages With a web-based system you have access to your Book of Business from any computer on the net You are able to access your contact system with any Palm phone or Internet-enabled handheld PDA device Located on the Windermere WORC Site so you have access from any computer It saves time – once you’ve entered the information on each client, you have a quick and easy access to vital information Better ability to build a referral base – you can track the history you have with each customer and client, and those who they refer to you, creating a conversational relationship and a way to build your business Anticipate market changes – a well maintained database help you anticipate market changes and adapt your business practices when necessary You can now import and export contacts to and from your CMS Create long-term income – CMS allows you to use the database to generate repeat business Top of mind awareness – your database is easy to pull up when you’re ready to send out personal marketing mailers Make more money – better knowledge about your clients, customers and market data help you provide better service, which ultimately leads to more income Build your “Book of Business” – the most important idea is to make the CMS program work for you so that ultimately you create a database of value (your Book of Business), which you can sell when you leave real estate or retire. Access to all of the tools available via Windermere CMS system is located on Windermere’s WORC site There is a one time fee of $75 for the use of the CMS features and benefits

3 Adding New Contacts

4 Fill in the necessary information and click Save and add another to input your clients

5 With the Import/Export feature you can import contacts from any source that has.csv format Select the subdivision that you wish to download into CMS and then hit see results

6 Sort by whatever column you wish then go to Print Labels and download

7 Your records will download and you can save them to your files. Your system saves the names in the correct format for uploading to CMS

8 To import, go into the WORC and click on Import/Export

9 Find your file and open it

10 When you have the file in the system, just click continue

11 This import template will come up and you will match data

12 Once you have matched the data, click continue

13 It will ask you if you want to put the data into a category. Click where appropriate

14 Select an existing category or create a new one. Click continue

15 Now your data is imported!

16 Note: You have to move the first and last names and the house #

17 All you do is move the names and House # to appropriate section of contact record

18 To export, you do the process in reverse. Select the category to export, click continue

19 Once you have made your selection and clicked continue, it will show you your choice. Click continue again!

20 You will be prompted to save the info. Name it and save it!

21 After a little manipulation of the data, you will have your exports ready to go

22 To view and search for Contacts

23 You can send a quick to clients from this site

24 In order to set up your Visibility Plus or Sphere of Influence mailings, just click on list all and select participants, then update mail lists

25 To add a category to your CMS, just go to contacts, click on view/search and add a category and save

26 To Edit or Delete a category, just click edit and this will pop up Edit Or Delete

27 From the address book, you can add new clients, go to an established client or make changes to an existing client Just click on the alphabet letter and select your contact

28 Editing Contact Information

29 More Editing of Contact Information This section of the contact information can be priceless. Here is where you put birthdays, anniversaries and last transaction date

30 Deleting Contacts

31 Now let’s add a TO DO to our client file

32 You can sort your “To Do’s” by Priority, Type or Title Then check the box on the list and this screen pops up and you can save your “To Do” in client history

33 You can add notes to your client files and make the notes private or not Click on add a note, write it to the file and indicate private or not and save

34 Here is the history of all the activities that you have complete in the client file If you want to add a quick history item, just click on add and make your notes and then save

35 You can send letters, fax cover sheets, envelopes and s to your clients by going into letter You also have a text editor so that you can customize your letter or . Once complete, merge and send or print 18

36 You also have a Report function to send Activity Reports to your clients

37 Online Collaboration is fabulous for keeping in touch with your clients Once the client either logs in or creates a myWindermere account, they will be automatically attached to your contact information on

38 Referral Directory – You can look up any Windermere agent in any state on the Work Site

39 You have access to a Directory of your clients

40 Mail Merge

41 The final result is a personalized letter to your clients that looks like you hand typed each one

42 Add a new letter Write your letter, name it and save it

43 Or Edit a letter that exists. Make the changes and save

44 Setting up your online newsletter mailings Go to your website and click on the web address of the Newsletter and copy Then go to the Work site and mail merge

45 Complete this and it to your clients on a regular basis Once you hit merge, the e- mails will automatically be sent!

46 Label Merge

47 Once you click merge, you have labels to print

48 You can send out Windermere Quick Cards

49 You can order Quick cards for $19 per ream and this will print out 2 cards per page

50 Exporting your contacts from CMS to Custom Express

51 Click open and it will sort your clients in Excel You can then import your clients into Microsoft Outlook, Visibility Plus, a Palm Desktop or Custom Express

52 The Work Site Calendar Day View

53 How to add Appointments

54 You also have a monthly calendar

55 Day A Calendar Printout

56 Day B Calendar

57 Weekly Calendar

58 Monthly Calendar

59 CMS To Do’s

60 Adding To Do’s Type in your To Do and Save it

61 Master Action Plans

62 Create a Custom Master Action Plan

63 Associating Listing Action Plans to Clients

64 Once you have associated an Action Plan to your client, 2 new links will be in the contact info

65 Print your Listing Action Plan

66 You can put the listing in Pending Status or click a To Do and then save in history

67 When you have listings, you will have Action Plans. Click into one and edit individual action items

68 CMS Fast Flyers

69 If there is more than one listing in the database on Coral Way, select the appropriate one

70 Select the Flyer Format that you want

71 The data you have entered will pop up

72 This beautiful flyer is right at your finger tips

73 Photo Gallery The Photo Gallery tool gives you the ability to display multiple interior & exterior photos of a listing; a terrific way to attract Web-savvy prospects It is an integral means of providing exceptional real estate services to clients

74 How the Photo Gallery Assists Buyers Presents a more complete representation of a listing According to NAR, over 95% of buyers shopping for homes on the internet find multiple photos very valuable Windermere’s Photo Gallery gives the agent the ability to display multiple interior & exterior photos of listings Photo Gallery offer unlimited property photos Buyers can send the Photo Gallery to friends & family via All images can be printed out at once allowing buyers to easily share photos with others Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by buyers It’s not just the house that makes a home! The Photo Gallery is the perfect way to showcase areas of interest in the community The Photo Gallery can be used as buyer’s preview for out of town buyers The Photo Gallery is tied directly to the listing on windermere.com, making multiple photos just a click away for buyers

75 How the Photo Gallery Assists Sellers Photo Gallery is the best way to increase the number of people who view property listings, allowing greater exposure for the seller’s property It offers unlimited property photos Windermere’s Photo Gallery can be sent to potential clients via The Photo Gallery is linked directly to the seller’s listing on the windermere.com web site Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by consumers Windermere’s Photo Gallery tool gives the agent the ability to display multiple interior and exterior photos of their property listings, a terrific way to attract Web-Savvy prospects

76 How the Photo Gallery Benefits the Agent Photo Gallery is the best way to increase the number of people who view property listings It offers unlimited property photos This tool allows the agent to display multiple photos of their listings and to use descriptive words to further enhance their listings Listings on windermere.com that have Photo Galleries are 30% more likely to be viewed by consumers The Photo Gallery gives the agent the ability to display multiple interior and exterior photos of their property listings, a terrific way to attract Web savvy prospects. By utilizing the Photo Gallery tool on listings, the agent is able to produce more professional looking photos and listings It can be used as a listing presentation tool: the agent can create a Photo Gallery that showcases their expertise in finding the right angle to capture the best features of a property. The agent can them that Photo Gallery to their client prior to the listing presentation as a way to demonstrate yet another reason to choose that agent over other real estate agents.

77 The first thing you will want to do is enhance your listing on your worksite

78 The MLS does a daily sweep for windermere.com, so you don’t have to put your listing in manually. But you can enhance them and should!

79 You will begin to enhance it with price, heading and comments that will appear on windermere.com

80 Here is where you will find the Open House function of the website Input the day and the times of the Open House and it will appear on windermere.com during the week of the Open House

81 Once input, the Open House will show up on the website

82 Continue inputting or updating your information

83 The last thing you want to ensure that you do is add the listing to the windermeredestinations website

84 Click on edit Photo Gallery

85 Once you have clicked on add, this screen will pop up and you will complete all of the information required to set up a Photo Gallery Note: It is imperative that you check Auto activate or the system will not download from MLS

86 When you have set up the beginnings of your Photo Gallery, this screen will appear. Click on main photo to add

87 Click on browse, find the photo and input it

88 Once input, “successful image upload” will show

89 Now go to add a section

90 This screen will pop up for you to add a section to the gallery and click continue

91 Once you click continue, your new section will be created

92 Now, click on add photo

93 Click on Browse and find the picture that you want on the listing in your file

94 The name of your picture should show up in the space and then hit upload files

95 When completed, “Successful image upload” will appear

96 Add Multiple Photos and click upload photos

97 Your photos will show up on the gallery and then you can put them in the order you want

98 Select the heading you want on the pictures and then write a description of the benefits and then update

99 Click browse, hit thumbnails and then select a picture

100 To change the order of the pictures, just number them and hit update. Their order will change!

101 Preview Photo Gallery

102 Changing the MLS Number

103 You can copy the Gallery and have a Template for your own use

104 Now you have a template to use for listing presentations and any other purpose

105 If you choose to move the gallery to another agent, just click on move and then enter the other agents name or 3 letters in their last name

106 Or you can a Photo Gallery

107 You can archive (delete) a Gallery

108 Once archived, if you choose to recover it, you can. Just select a Gallery and recover it!

109 The Photo Gallery now looks like this on Windermere.com Please note that Janice has 51 pictures of this home in her photo gallery

110 When a consumer clicks on large pictures, this is the new look of the photo gallery

111 All of this fabulous technology is right on the Windermere work site and is available to you 24 hours a day, 7 days a week. Don’t miss out on using these state- of-the-art tools!