340 likes | 418 Views
What we are doing to help you close more transactions. Paws: what we’ve released since last Summit. Bulk Lead Reassignment. Filter leads by license type. Navigate quickly through lead sets. Password reset requests. Paws : 2014 Product Roadmap. Paws : 2014 Product Roadmap (cont.). 1.
E N D
1 Paws: More efficient by being more focused
July 2014 1.1 Video-embedded Emails Study in other industries shows that short videos (15s-60s) increases lead response rate significantly Source: Overture, a mortgage technology firm
July 2014 Lead Action Plans 1.2 Create custom action plans that fit yourprocess
July 2014 Lead Action Plans (cont.) 1.2 Apply an action plan to each lead
July 2014 Daily Task Sheet 1.3 Each team member will have a personal agenda for the day
July 2014 1.4 Enhanced Follow-up
August 2014 Easier to use: Lead Labeling 2.1 • Create custom labels and apply them to leads as-needed • Searching for leads by label offers greater flexibility
September 2014 Easier to use: Enhanced Lead Routing 2.2 • Routeleads by: • Lead type (buyer/seller) • Min and Max price point • Area of interest
May 2014 3.1 Lead Aggregation Service
May 2014 3.1 Lead Aggregation Service
May 2014 3.1 Lead Aggregation Service
October 2014 3.2 Bulk Lead Import
October 2014 Import Leads from Top Producer 3.3 1. Export setting in Top Producer: 2. Search for and select contacts to export to TigerLead 3. Export to TigerLead
4 Paws: More Integrated with other services
4.1 Paws: Introducing Third Party Services
June 2014 Tighter integration with Top Producer 4.1 • More information will be sent from Paws to Top Producer: Agent assigned and property preference • Information in Top Producer will be updated every night
June 2014 4.1 Tighter integration with Top Producer (cont.) Activity notes will also be sent to Top Producer and updated every night
July 2014 4.2 Integration with Market Snapshot
July 2014 4.2 Integration with Market Snapshot (cont.) Agents can create a Market Snapshot for any lead
September 2014 4.3 Integration with Google Contacts
September 2014 4.3 Integration with Google Contacts (cont.)
September 2014 4.3 Integration with Google Contacts (cont.)
4 Continuing to enhance the Paws Dashboard