Agent: Today Page Today Page
Contents
1. The User ID and Password are the same as those you use to access the NRT Extranet from your computer Click the Log In button Agent Leads jf Welcome Nicholas Keeley Logout Current Status Not Eligible ia My Leads Close E Refresh 0 Back Forward Add New Contact List of Active Leads Total Records 10 B smn east ame fiente co 5 te eaaeo ens fiean Seana DOEDE a ejem ma p pe s o o v sajma o pe eam o em mj O e ee O o ooo List of Incubating Leads Total Records 2 seen aimee 5 pas atas a o ene stem lv eam antes List of Closed Leads Total Records ak Se SS Si 317217 O Donnell coset vl e EAIA 4i 2008 Call Barbara after noon barbaracimatthew ferrara com Click Leads and select My Leads from the drop down to display your leads table where you can monitor and update leads at any time Leads are separated into three tables Active leads Incubating Leads and Closed sold leads Closed leads will remain in your table indefinitely and can be searched in the future The lead table displays Lead automatically assigned Name click the name to see lead details and update the lead Results the current status of the lead within a table Sub status Hot column users can click check box for visual reminders to particular hot leads Co indicates if the lead was company generated or agent entered manually Multiple Inquiry for inquiri2. amp Updating To update lead click client List of Active Leads name DEO KJ 372008 4317220 Holingaford I C the new lead 3132008 ERE Update Window Opens Followup Hame Resulte co Lastadate 1 Click the ACTION list to OS oe neat ae tee An ena lve 2 Enter COMMENTS in the space provided up to 255 characters 3 SUBMIT to store your comments ee ee E Today ia My Leads Refresh Back Forward Close x madu jas peos a foe O pame jasnaon petne pama anitat o eem Pp S S S Action Select value K2 Record comments up to 255 characters Report 1 due_by Wednesday June 18 2006 Submit Note Agents must update leads on or before the deadlines set by their broker s reporting interval requirements or the lead will fall out of compliance not eligible and halt the system from sending them additional NEW leads If an agent has one or more leads out of compliance they must update all of them using the ACTION function LeadRouter will then automatically return the agent s account to an AVAILABLE status for new leads 13 Agent Leads Lead Action Explanations Active Agency Agreement use this selection to indicate you have Action signed an agency agreement Write details in comments Maintains Select Yalue w Active Status Select value Active Agency Agreement Active Appointment Active Attempted Contact Active Customer Contact Act
3. et Lead Information All contact information updates and original consumer email are stored here Contact Information View client contact information captured by LeadRouter Add additional contact info e g address and phone number to centralize Agents can also assign Attributes to lead buyer seller etc Click SUBMIT if adding or editing contact information History Tab Stores all Agent updates and shows a history of comments Original Email Displays original client email from the web Lead Email Displays additional emails related to this lead DNC Sentry If your company subscribes to the DNC Sentry LeadRouter will display the status of the customer phone number with respect to Do Not Call database 15 Agent Leads Add a Manual Lead Current Status Not Eligible Agents can enter their own personal leads in LeadRouter to Leads make it easy to track all prospects A from all sources in one system Fill in the blanks of the Contact Detail screen Back al gt Forward Click Leads Tab Click Add New Contact Fill in the information Add to save Add Hew Contact oe af Welcome Flora Davenport logout XYZ Realty a Cument Status Mot Eligible ia Leads l Contact Information History Original Lead Lead Emails DNC Sentry TIPS o Be sure to assign every manually entered lead to a source so you can track where your offline leads are coming from which advertising tools are
4. effective and compare offline to online lead sources o Check off one or more lead Attributes to make it easier to search for your leads in groups later especially to do follow ups or send emails o Treat offline leads with the same follow up importance as online leads use the Action tool and comments to create a useful history for every action taken with an offline lead 16 Accountability Agent Lead Follow up Reporting Times Three different reporting time periods are set in LeadRouter 1 The amount of time in hours after accepting First report interval a lead and the first required follow up entry in the LeadRouter system 4 hours 2 The amount of time in days between the first second report interval follow up and the second follow up entry in the LeadRouter system 7 days 3 The amount of time in days between each Recurring interval subsequent follow up entry in the LeadRouter system 30 days Call Handling Voice Mail Claim Time Listing Leads LeadRouter is setup to leave a voice mail with a 15 minute claim time if you dont answer your phone right away LeadRouter will leave a voicemail message along with a callback number and PIN for you to retrieve the lead within that 15 minute time period
5. with new leads Your primary number is usually your cell phone and can only be changed by your Company Administrator Enter an alternate number under My Profile if desired The In Out board lets users tell LeadRouter if they are available or will be out for a short long period of time Users in the Out status will not receive lead calls during this period 5 The Calendar tool displays Next Date Next Action items assigned to leads Add items to the calendar such as meeting or appointment dates Any lead due for an update will also show up on the calendar 6 The List of My Leads Needing Attention displays leads that are out of compliance red lights Users can update red leads directly from the Today Page 7 Work Areas allows you to have multiple features open simultaneously e g My Profile Lead Table etc To open a new Work Area click in a blank tab located below the Tool Bar and select feature Agent Today Page Leads Forward Multiple work areas allow users to run different functions simultaneously e g Today Page Leads Table My Profile by clicking the work area and selecting the function from the dropdown menu in the toolbar ae Calendar reas 0 G Calendar Entry pest j peen _ Po gt Forward LeadRouter s calendar feature will display items Needing Attention if designated by agent when updating a lead To enter appointments and events click the Today tab Agent Setup My Prof
6. Agent Today Page Curent Status Available Forward Close EJ New Messages Subject K2 Message Center Back 3 amp Mo records Support HelpDesk Phone 800 704 7237 HelpDesk Email helpitleadrouter com HelpDesk Hours Mon Fri 7 00 AM to 1 00 4M EST Sat Sun 7 00 AM to 12 00 AM EST Notification List of My Leads Needing Attention Lead Retrieval Total Records 4 Your Lead Retrieval Fin 65 Last Action Last Comments Action Needed Lead Retrieval Phone 67 7 35 3257 Last KJ Heather Walter Williams Active Appointment Update Lead Call Me On Update Lead Lead Notification eee me Pen Oleme atenew ted 03845 4544 Michael Whitford Active Mev Lead O In subject to my notification choices and hours in MyProfile O Out no phone calls resets at end of day O Out Until no phone calls until date and time below san0 MA Select Value To access LeadRouter enter through your company s intranet site and locate the menu or hyperlink to the LeadRouter System 1 LeadRouter s Today page provides access to all features in the navigation bar across the top 2 The New Messages section will contain system status messages user notification changes company specific messages new user functionality along with links to both online help and company 3 Support Helpdesk contact information and hours of operation 4 The Notification Tool lets you tell LeadRouter where to call you
7. Table and maintains follow up requirements Dead Requested DNC use to indicate you contacted the consumer and they requested to be added to your company s Do Not Call list and not contacted further Dead Lead use to indicate you cannot convert lead into business Do not use to indicate you could not contact the consumer use Active Attempted Contact Transfers lead to Administrator who will certify the lead is dead or send back to agent for further attempt Removed from agent table permanently Reassign Direct to Other User Not available in all companies enables certain users Administrators to directly transfer a lead to another user Frequently used by company staff Return Lead to Broker use to return a lead to the Broker or Administrator if you are not able to assist the consumer Example Consumer requires expertise for which you are not qualified Test Training Lead use to clear a lead you were practicing with in order to get familiar with the system or used when demonstrating LeadRouter to a prospect and generating a lead for yourself 14 Agent Leads Lead History amp Contact Information L contact Information History Original Lead Lead Emails DNC Sentry pees et ge i O O 2342342342 Select Value Ss Select Value v Select Value v Select Value v Select value Buyer Seler Renter Loan L Hotflag Past Client L Fsbo L Newsletter L Farm Area L uati L tarz L a
8. age option My LeadRouter Profile Access your personal skills profile which LeadRouter uses to cross match qualified leads My LeadRouter Mobile Profile Select mobile device and provider to access LeadRouter ul B Agent Setup Page My LeadRouter Mobile Profile Welcome Flora Davenport logout XYZ Realty2 Curent Status Not Eligible ModelTree YE ack to MyProfik Add Edit My Mobile Profile Cell lYour cell number is already being used by Calamari Laura O Select Value K3 Select Value z O Set up your Lead Router Mobile Profile to access LeadRouter from your Mobile Device Blackberry Trio PDA etc Using Mobile Device gives agents access to LeadRouter to update leads and stay in compliance Set up Instructions for LeadRouter Mobile 1 Click on the My Mobile LeadRouter Profile link you will be directed to your My Mobile Detail 2 Select a 4 digit PIN Number e g 1234 or last 4 digits of cell phone number 3 Enter Device Make and Model e g Blackberry 8703e 4 Enter Carrier e g Verizon then click Submit Login Instructions for Accessing LeadRouter Mobile e Open a web internet browser on your mobile device Refer to your user manual for your mobile device on accessing web internet browser o Enter the following URL in the address bar http mobile nrtinc com you will be directed to the LeadRouter Mobile Login Screen o Enter your User ID and Password
9. es who have sent in more than one email inquiry to the agent Last Date Action Quick view of your last action for a lead Next Date Action Quick view of the date of your next planned action for a lead Send an Email Click email address to send message to the contact 11 All leads have a Lead Status Light that quickly displays their compliance with company reporting rules List of Active Leads e el Agent Leads Lead Status Lights RED lights mean the lead is out of compliance with the company reporting rules the time for updating that lead has passed If you have any red out of compliance leads your account will become ineligible for new leads until all existing leads are updated and brought into compliance with the reporting requirements YELLOW lights mean the lead is within 24 hours of a required reporting date You should take action now to update the lead before it falls out of compliance red GREEN lights mean the lead is in compliance with required updates and reporting rules Look at the Follow Up column to see its next required reporting deadline Total Recorda 10 o mm ms O e m To display the Full View of a Lead click the Name in the Leads table Lead details are displayed from the original inquiry Agents can add or update information check off Attributes for the lead useful for searches later and update the lead by entering New Action items 12 Agent Leads Detailed View
10. ile Loads MyProfile Contacts IERS 2 eee a Cem Gites Cem B43237702 32377097 Phone Choice le cen C Car Normal Ema dev batworxcom fearon con Lead Response Hours i Ton in lem Mon Out haa Tue in Eam a Tues Cut n men m ee ee Wean if TAM J Wed Out Thuin Frin Sat in Sunin User t Defined Flags un ar Preferences Locals requires regi English USA Primary Cell Phone number LeadRouter calls with new leads Can only be changed by your Administrator Alternate Cell Cell2 A second phone number users can switch to manually example direct line at their desk Use in combination with Notification area on Home page Regular Email The address where LeadRouter automatically sends a copy of accepted leads can only be changed by your Administrator Mobile Email Receive second copies of accepted leads or notification of compliance Lead Response Hours Set daily hours for personal availability to receive leads from the system Your personal hours must be within the company s default hours of operation User Defined Flags Users may create two user defined flags to use as personal tracking groups for leads These flags will appear on Lead detail screens and can be used to filter leads by groups in searches User Preferences Langu
11. ive sales Contract Active Appointment use to indicate appointments made kept with consumer Write comments in details Maintains Active Status Active Attempted Contact use to indicate any kind of attempted contact with consumer such as leaving a message sending follow up Bogus Lead Bad Contact Info email etc Write details in comments area Maintains Active Status Closed Transaction nET Dead Requested DNC Active Customer Contact use to indicate any kind of successfully Dead Unable to Convert contacted consumer activity such as spoke on telephone met at office Incubating Maintain Contact Write details in comments area Maintains Active Status Return Lead to Broker Test Training Lead Active Sales Contract use to indicate you have entered into a purchase sales contract with this consumer List of Potential Actions Bogus Lead Bad Contact Info use to indicate you received a lead with erroneous contact data such as Mickey Mouse and there is no way to contact the consumer Do not use to indicate you felt the lead you got was bad unfair Transfers lead to Administrator Closed Transaction use to indicate the consumer has completed a purchase sale transaction Write details in comments Transfers contact to Closed Status Incubating by Maintaining Contact use to indicate you are maintaining regular contact with consumer Write details in comments Transfers contact to Incubating
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