1. Contact Management System
Presents
Contact Management System
and Photo Gallery

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
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
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 2

3. Adding New Contacts 3

4. Fill in the necessary information and click Save and add another to input your clients4

5. To view and search for Contacts5

6. You can send a quick e-mail to clients from this site6

7. 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 7

8. To add a category to your CMS, just go to contacts, click on view/search and add a category and save8

9. To Edit or Delete a category, just click edit and this will pop up9

10. Just click on the alphabet letter and select your contact
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 10

11. Editing Contact Information 11

12. 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 12

13. Deleting Contacts 13

14. Now let’s add a TO DO to our client file14

15. 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 15

16. 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 16

17. 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 17

18. You can send letters, fax cover sheets, envelopes and e-mails 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

19. You also have a Report function to send Activity Report to your clients19

20. 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 20

21. Referral Directory – You can look up any Windermere agent in any state on the Work Site21

22. You have access to a Directory of your clients22

23. Mail Merge 23

24. The final result is a personalized letter to your clients that looks like you hand typed each one24

25. Write your letter, name it and save it
Add a new letter
Write your letter, name it and save it 25

26. Or Edit a letter that exists. Make the changes and save26

27. Setting up your online newsletter mailings
Then go to the Work site and mail merge
Go to your website and click on the web address of the Newsletter and copy 27

28. Complete this and e-mail it to your clients on a regular basis
Once you hit merge, the s will automatically be sent! 28

29. Label Merge 29

30. Once you click merge, you have labels to print30

31. You can send out Windermere Quick Cards31

32. You can order Quick cards for $19 per ream and this will print out 2 cards per page32

33. Exporting your contacts from CMS to Custom Express33

34. 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 34

35. The Work Site Calendar – Day View35

36. How to add Appointments36

37. You also have a monthly calendar37

38. Day A Calendar Printout38

39. Day B Calendar 39

40. Weekly Calendar 40

41. Monthly Calendar 41

42. CMS To Do’s 42

43. Type in your To Do and Save it
Adding To Do’s
Type in your To Do and Save it 43

44. Master Action Plans 44

45. Create a Custom Master Action Plan45

46. Associating Listing Action Plans to Clients46

47. Once you have associated an Action Plan to your client, 2 new links will be in the contact info 47

48. Print your Listing Action Plan48

49. You can put the listing in Pending Status or click a To Do and then save in history49

50. When you have listings, you will have Action Plans
When you have listings, you will have Action Plans. Click into one and edit individual action items 50

51. CMS Fast Flyers 51

52. If there is more than one listing in the database on Coral Way, select the appropriate one52

53. Select the Flyer Format that you want53

54. The data you have entered will pop up54

55. This beautiful flyer is right at your finger tips55

56. 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

57. 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

58. 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

59. 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.

60. Once inside the WORC, go to Listings and then Photo Gallery

61. Once inside Photo Gallery, you will click on New

62. Once you have clicked on New, 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

63. When you have set up the beginnings of your Photo Gallery, this screen will appear

64. This screen will pop up for you to upload your photo

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

66. The name of your picture should show up in the space and then hit submit

67. When completed, “Successful image upload” will appear

68. Adding Sections and Photos

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

70. Click browse, hit thumbnails and then select a picture

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

72. Preview Photo Gallery

73. Changing the MLS Number

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

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

76. 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

77. Or you can e-mail a Photo Gallery

78. You can archive (delete) a Gallery

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

80. 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! 56