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To add new content to the page, click on the plus sign at the top or bottom of the page. You can also click the ‘Import layout’ button at the top. A window opens if you click on the plus sign at the top or bottom of the page. Select the block or section you wish to add to the page. Once you choose the content you want, it will be added to the page f
The Mortgage Calculators on your website come with a default interest rate. To adjust the default mortgage interest rate, go to your Agent Elite CRM by clicking on the green bar that says View Leads in your website dashboard. Click Setup at the top and select Mortgage Calc Settings on the left under Listing Settings. From here, you can adjust the de
Google Analytics is a tool that helps website owners understand how people use their websites. There are two versions: Universal Analytics (UA) and Google Analytics 4 (GA4). Data Models: ● UA: UA groups user actions into sessions, like a group of activities during a visit to a website. ● GA4: GA4 focuses on tracking individual actions, like when
What is Review Monitoring? Review Monitoring refers to pulling your reviews from multiple sites like Google, Facebook, Yelp, and Zillow into one central platform to analyze and respond. Why is Review Monitoring Important? Everyone knows that reviews are essential. Consumers have grown to trust online reviews as much as personal recommendations. Why?
How to forward leads from your AE CRM into your Chime CRM To access your parsing email address in Chime, navigate to Settings > Lead Capture: Copy the email address provided Log into your AE CRM and navigate to Setup > Advanced Routing . Check the box next to 'Other' and paste the email address into the field Typically, you'll want to pick an
At Agent Elite, we understand that circumstances may change, and we strive to provide a flexible cancellation process. Upon completing your agreed-upon term length, your account will automatically transition into a month-to-month term . We have a 30-day notice policy during this period if you decide to cancel. This notice allows us to make the nec
Why are the new Content Packages important? We provide your brand with AI Content - uniquely curated and professionally edited for you and your business — efficiently, consistently, and at scale. Unique content creates awareness, improves your search rankings, generates leads, and helps convert leads into customers. Content Lite – $199/mo 2 articles
Yes, you can add content to your listings, including: hours photos logos much more! Check out the article in this section titled How Do I Set up My Info in Local Presence?
Removing and readding automation rules(Optional) **Please read** *Very Important - If Marketing Automations is turned on, all leads uploaded through the CSV will automatically get put on a drip campaign. Before uploading the CSV, it's crucial for you to confirm whether Marketing Automation is enabled. This step ensures that we align with your pref
From the website dashboard, click on Menu in the upper left corner, and select Local Presence.
What is a Review Response? Reputation Management’s Review Response helps you to engage with your consumers more efficiently by allowing you to respond to reviews from across various platforms in one central location. Why is Review Response Important? Studies show that businesses that respond to at least 75% of their reviews have, on average, a 1/2 s
An image slider on your website's front page can make a solid first impression by creating a visually appealing and user-friendly experience. An image slider, also known as a carousel, is a dynamic feature that displays multiple images or videos in a rotating fashion. In this article, we'll show you how to set up an image slider on your website. F
In the Mortgage CRM, you can log a lead’s birthday or transaction anniversary to make it easy to reach out and develop relationships with your contacts. Adding a Birthday or Anniversary to a Lead Navigate to a specific Lead’s record page. In the Contact box on the left, click the “EDIT” link. An “Edit Contact” screen will open. You can add a Birthda
User Portal Access To log in, navigate to my.agentelite.com, and follow the steps below to access your account: Enter your email address in the “Email” field. Enter your password in the “Password” field. Click the “Login” button to log in. To log out, click on your name in the top right corner. On the left-hand side next to your settings, click
Once you have opened the Setting Panel, Click the “Design” or “Background” Tab Some Blocks have “Normal” and “Hover” Options. Click “Normal” for the main color of an element Click “Hover” for the hover color when you hover over an element Click the paint bucket for a SOLID color OR Click the half symbol for a GRADIENT color Once you decide which c
You can add a Translate option in two different ways: Option 1 is to add a Translate Menu tab to the header menu. Option 2 is to add a Translate widget to the home screen. Option 1: Adding a Translate Menu Tab option to the header menu Adding a Translate option to the header menu is a two-step process. First, we add a Translate Menu tab to the heade
There’s no one-size-fits-all approach to setting up Markets, as they’re specific to your area and your business. Regardless of how straightforward or nuanced this is in your area, you’ll find tips that will help you get your Markets set up right in this article. What Makes a Good Market? In setting up your Markets , your goal should be to divide y
Adding a Facebook Messenger Live Chat option to your website will help you turn visitors into prospects. Studies show that consumers are 53% more likely to do business with a company they can message. Installing the chat plugin is easy and takes just a few minutes! From Your Facebook Business page, click Manage on the right. Click on Messaging S
From the Website Dashboard, click on Menu and then select Menus. Make sure the Menu is set to Optima Express (Main Menu) Click on Custom Links, and in Url, type /local-resources/ and then name the page "Local Resources." Click Add to Menu. The Local Resources tab will be added to the bottom of the Menu Structure. This Menu Structure mirrors the Menu
Site Traffic Site traffic is one of the top three factors in your Google ranking, specifically, how many visits your website gets per month. Every time someone does a google search, spider bots gather, index, and rank every site on the WWW to bring you the most relevant content. The spider bots like it when a website already gets a lot of traffic
Go to the Favorites waffle icon from the Website Dashboard and select Customize. Once you click on Customize, it’ll take you to the Customizer. Click on the Social Media drop-down on the left. Then click on Social Media Links. From here, enter as many Social Media Links as you’d like. After you’ve entered your Social Media links, make sure to click
Total Page Views A top factor that goes into your Google ranking is total page views. Once visitors are on your site, how often do they click around? Every time someone does a google search, spider bots gather, index, and rank every site on the WWW to bring you the most relevant content. If your total pageviews are high, the spider bots assume tha
A recent study showed that testimonials on sales pages increase conversions by around 34 percent. Adding testimonials is easy, quick, and free - follow the steps below for detailed instructions. Accessing the Testimonials From the Website Dashboard, click Menu in the upper left corner and select Testimonials from the dropdown. Add a New Tes
To change the font color, click the Favorites Waffle Icon in the Website Dashboard and select Customize. Then follow the instructions for the section you want to change. A Note On Opacity Many of the color options include the ability to change the color's opacity. Please see below for an example. This is a white Header Background Color with 100% op
You can easily give your website a makeover and change the look and theme. In the website dashboard, go to the Favorites waffle and select Customize. From here, select Choose Design Layouts. From here, select Theme Design. Here, you will see a list of themes on the left. Your current theme is the one highlighted in green. You could select different
Log into the backend of your website to get to your dashboard. Click on Menu and then Pages. Click on the Add New button on the top left. Add your title, content, style, etc. Once your page is ready to go, click on Publish. Once your page is published, it will not automatically be added to the menu tabs. To add it to the Menu, click on the Menu and
From the website dashboard, click on the Favorites waffle icon and select Customize from the dropdown. Select Agents (Team) Options from the left menu. From here, you can adjust the number of Agents shown per page. You can also change the URL, the Page Title, and how agents are sorted. Click Publish to complete.
Access the Short Code feature by navigating Menu → Pages in your website dashboard's upper left corner. Select the page to which you want to add the Short Code. To access the Short Code, click on the dropdown next to the lightbulb icon. Iframe Use this tool to insert pdf files and web pages directly into a page. URL must be the entire URL includi
RSS Feeds An RSS Feed is a code you get from the blog source and then add to your Website. Once you add the code, your blog will automatically update with a new post every time the blog source publishes one. For step-by-step instructions on adding an RSS Feed, click here . If you're interested in content specific to you and your area, check ou
From the website dashboard, click on Menu in the upper left corner, and then from the dropdown, select Menus (at the bottom of the dropdown). The list under Menu Structure is what’s on your Header Menu. The above^^ is a mirror image of the header menu (see below). We will add the “example page” to the main menu for this example. Click in the box for
To make customized edits to your website, you must access the Customizer. To access the Customizer, log in to the backend of your website (the Dashboard). From the Dashboard, click on the Favorites waffle icon on the top right and then click on Customize. Once you click on Customize, it’ll take you to the Customizer, where you can make many edits
How to forward your AE Leads into your KVCore account Log into KVCore and click on Lead Engine. Click on Choose Lead Source. Copy the email address under the Email section . Go to your AE CRM by clicking on the green bar that says View Leads in your website dashboard. Click Setup from the menu. Go to the dropdown icon to the right of Alert & Ema
On your Website Dashboard, scroll down about halfway down the page until you see a blue-gray bar that says Analytics. This section shows the Analytics of the top three factors that most search engines take into account when determining your ranking. It shows the cumulative data from the past 30, 60, and 90 days. 1. Total Visits The first categor
The Smart Content data (listings and market stats) used in both the automated drip campaigns and email listing alerts is based on the lead's activity. The Info Is Pulled From the Lead’s Activity The campaigns use the lead profile to pull the data based on the lead's activity. To access the lead profile, click on CRM in the top row and then click o
Add Supplemental Listings From your CRM, go to Listings on the top menu. Then go to Supplemental on the left menu. Then click Add A Supplemental. Select the property type. Add the property information into each input. You can always link it blank if you do not have the details. Add the property description. You can add a link to the virtual tour a
First, make sure your Facebook Page is connected to your site by following these steps: Click on the Favorites waffle icon from the website dashboard and select Customize. From the left menu, select Social Media. Select Social Media Links. Enter the Facebook Page link in the corresponding box and click Publish. Once you add your Facebook link, go ba
Eureka is the most up-to-date home search platform on the market. It gives you an entire open-screen home search with a pin drop map to show the locations of the available listings. The responsive design of the map allows you to easily adjust locations with a drag-and-drop map feature. Studies show that real estate websites with premium map search
From the website dashboard, click Menu in the upper left corner and select Pages from the dropdown. Click on Add New. Add your content, then click on Publish. To add the page to your site Menu, please see the article How To Add A Page To The Header Menu.
First, click on the button you would like to add the link Second, type in the extension you prefer and enjoy! STAY ON SAME SITE: Enter ‘/[your-page-slug-here]/’ LEAVE TO EXTERNAL SITE: Enter full URL ‘https://your-site-here.com/’
Create an Analytics account Your first step is to set up an Analytics account, unless you already have one. Skip to creating a property unless you want to create a separate account for this website and/or app. For example, you might want to create another account if this website and/or app belong(s) to a separate business. In Admin, in the Account c
Adding Price Points To Communities In the Dashboard, go to Communities and select the community to which you would like to add price points. Scroll down to where ADDITIONAL HOTSHEETS are. This is where you will add the price points. For Custom Title, you will want to title this to match the hot sheet. In the example below, I have labeled the first 1
As the real estate industry becomes increasingly competitive, realtors must differentiate themselves and offer unique value to their clients. One way to do this is by displaying sold listings on their website. While some agents may shy away from showcasing past sales, there are several benefits to highlighting these properties. From providing valuab
Go to the Markets section of the CRM. From the Website Dashboard, click on the green bar that says View Leads. Click on Markets at the top. In the CRM, search for all of the main communities (the ones that do not have price points). *Please note - the hotsheet number in the Market should match the hotsheet number in the Community (Website Dashboard
If you're a real estate agent, you know how important having a solid online presence is. Your website is a vital component of that presence, and one element that can significantly impact how potential clients perceive your business is your logo. It may be time for a change if your current logo is outdated or doesn't accurately represent your brand.
One important setting is the low activity threshold, which determines how long a lead is inactive before being classified as inactive. This guide will walk you through the steps to modify the low activity settings in your CRM, allowing you to set the desired duration before leads are marked as inactive. Click on your website dashboard's green View L
LinkedIn for social posting is available with LinkedIn Company Pages. ** **Please note** - You can only connect a LinkedIn Page to Local Presence, not a LinkedIn Profile. Please see below for the difference between a LinkedIn Page and LinkedIn Profile. If you have a Profile and want to make a Page, please follow these easy step-by-step instruction
From the website dashboard, click on the View Leads bar. Click on Communications at the top. Select New Email from the left column. Click on Create List. You will see a box appear. Pick the list to whom you want to send the email. See details below. Next, enter your Subject Line. Next, add content to the body. Start by clicking on the Text element a
If you've already integrated your Facebook into Local Presence and you're still getting an error message, click on Manage Listings in the bottom right corner. Scroll down to Facebook, and from the dropdown, click on Opt Out. A pop-up will appear. Click on Opt out of the listing. Click Okay. Scroll back down to Facebook and click on Opt-In. From the
From the Website Dashboard, click on Menu in the upper left corner and select Pages from the drop-down. From the list of Pages, select the one that is your Front Page (it will be labeled Home Page or Front Page). Your home page bio is either entered as #1. shortcode or #2. verbiage. Here’s how to change them: #1. If it’s entered with a Short Code, i
From the website dashboard, click on Menu in the upper left corner and select Marketing from the dropdown. Click on Buyer's Guide in the Marketing Tools section. It should already be enabled. From here, you can adjust the background image and content. You can also watch a tutorial on how the Buyer's Guide works (tutorial is also posted below). You c
From the website dashboard, click on View Leads. Click on Communications at the top and select Campaigns under Marketing Automation on the left. Click on the campaign you want to edit. Click on the email message you want to edit. See the below diagram for how to make basic adjustments. Now let’s look at some advanced edits. To add elements to the bo
Accessing leads from the website dashboard There are two ways to access your leads: From the Website dashboard, click on the Green Bar that says View Leads Click on the Favorites waffle icon and select My Leads from the dropdown Either of these options takes you right to your CRM. To learn more about using your CRM, click here. Accessing your leads
Log into the back end of your website, go to Menu on the top left and click on the Agents link. On the agent's page, click on the button that says Add New. Once you click on Add New, this will open the customizer/page editor. For the page title, label this with the agent's name. Add a bio to the text editor of the page editor and all contact informa
From the website dashboard, go to the CRM by either clicking on the green View Leads bar on the left or selecting My Leads from the Favorites waffle icon dropdown. Navigate to your leads by clicking on Lead List to the left. Click on the lead’s name. Here we will add a Saved Search for Bert Muppet. From the lead card, click on Property Organizer , S
Users of the CRM can filter their leads list by various criteria to drill down into their leads. Accessing and Using the Leads List Filter Navigate to Leads > Search Leads. Click the “FILTERS” button in the upper right to open the Filter options. Select filter criteria by selecting an option for one of the dropdowns on the left side or selecting
Public portal websites like Zillow, Trulia, realtor.com, and realtor.ca receive different listing data feeds than IDX sites operated by other agents and offices. Listing agents and brokers can sometimes authorize listings to show on these public portal sites while choosing not to release their listings to IDX sites. Notes for your listings Suppose
**Please note** Featured Listings are on the website's front page. Featured Properties are on a separate page, accessible by the header menu. To Adjust the Order of Featured Listings: From the website dashboard, click the Favorites waffle icon and select Customize. Select Featured Listings from the left panel menu. Scroll down to Home Page Setti
When a lead fills out a message on a Call-To-Action form, that message will now be visible in the CRM under that lead’s contact. Messages in the Forms section will continue to be visible.
Click Reviews in the navigation bar and click Generation Single Review Invites: Through the platform, you can choose to send a single invite to generate a first-party review from a specific customer or multiple invites to generate them from a larger audience. Note: A valid Review Generation Privacy Policy URL must be added to your account to send re
In the Agent CRM, you can log a lead’s birthday or transaction anniversary to make it easy to reach out and develop relationships with your contacts. Adding a Birthday or Anniversary to a Lead Navigate to a specific Lead’s record page. In the Contact box on the left, click the “EDIT” link. An “Edit Contact” screen will open. You can add a Birthday o
Users of the Mortgage CRM can select multiple leads to edit, delete, download, and more. How to Edit Multiple Leads Navigate to Leads > Lead List. On the right side, select the checkbox next to every lead you want to edit. You can use the pagination buttons on the bottom to view more leads, and the leads on the previous page will remain checked.
Optima Leads is a new app from iHomefinder that allows you to manage leads and monitor their activity in real-time from your phone or tablet. Optima Leads is available to all Agent clients with a package level of Pro or above. Downloading the App Search "Optima Leads" in the Google Play store if you are an Android user or in the Apple store for use
Co-mingling means that your search results pages contain listings from more than one MLS® System when you have more than one MLS® System on your IDX account. As of 2016, many real estate boards and MLS® Systems permit co-mingling with IDX listings from another MLS® System. However, others do not. If co-mingling with another MLS® System is not permit
From the website dashboard, click on Menu in the upper left corner and select Marketing from the dropdown. Click on Seller's Guide in the Marketing Tools section. It should already be enabled. From here, you can adjust the background image and content. You can also watch a tutorial on how the Seller's Guide works (tutorial is also posted below). You
Adding a New Lead in the Mortgage CRM From the website dashboard, go to the CRM by either clicking on the green View Leads bar on the left or selecting My Leads from the Favorites waffle icon dropdown. Click Lead List on the left. Click Add New . Add the lead information, and click on Save to complete. Your lead is now entered! Adding a New Lead in
From the website dashboard, click on the Favorites waffle icon and select Customize. Select Secondary Pages Layout from the left menu. Click Replace to change the image. You can also change the inner content background color here and the secondary pages' design by clicking Choose Design.
Accessing leads from the Website Washboard From the user portal click on the Leads button in the top menu. This will open a new tab To learn more about using your CRM, click here. Accessing your leads from the Optima Leads App: The Dashboard screen appears as the default screen for users with an Agent CRM account in the Optima Leads app. The Lead A
43% of all new homebuyers are millennials. 81% of millennials check Twitter at least once a day. If you're a realtor and not on Twitter, you're missing out on excellent opportunities to engage with potential leads and build brand familiarity! Click here for great ideas about what real estate agents can post on Twitter! Neighborhood Stats Community E
If you've already entered your Google Business Profile (GBP) info into Local Presence and you're still getting an error message, click on Manage Listings in the bottom right corner. Scroll down to your GBP listing. If you have a Needs Attention alert, click on the i next to it and read the pop up message. There's a good chance you need to have your
70% of all businesses are on Instagram, and 80% of users follow at least one brand account. Instagram also has the best interaction rate of all the social media platforms, so if you're a realtor and not taking advantage of this opportunity, you're missing out! Click here for great ideas about what real estate agents can post on Instagram! New Listin
What Is Yoast SEO? Yoast SEO is a WordPress plugin that helps optimize your site’s performance in search engines like Google, Bing, and Yahoo. Yoast SEO gives you the tools needed to optimize your website pages for maximum SEO readability. DO NOT UPGRADE THE PLUGIN Every once in a while a third-party plugin advertising upgrades within the system. We
From the website dashboard, click Menu in the upper left and select Pages. In Pages, you will see a list of all the pages on your website. Select the page where you want to add the photo. From here, click on Add Media. If the photo you want to add is already in your media library, select Media Library, click on the image you want to add and click on
The Dashboard screen appears at the default screen for users with an Agent CRM account in the Optima Leads app. The Dashboard displays the Lead Activity that all account types see, and additionally a list of action items and site/lead Metrics only available to Agent CRM accounts. You can navigate to the Dashboard at any time by tapping the home icon
Once you have opened the Setting Panel, Click the “Background” Tab Make sure the “Enable Overlay” is toggled to “ON.” For the “Color” Overlay Pick the Color you want, and enjoy! For the “Image" Overlay Click the “Image” Icon, select from Media Library, and enjoy! For the “Gradient” Overlay Select the “Gradient” Icon. Pick the Colors you want, and en
From the Website Dashboard, click on Favorites, and then select Customize. From here, click on Company Information. Scroll down, and add/edit your phone number and address. Make sure to click Publish when finished.
Once you have opened the Setting Panel, Click the “Background” Tab Click the “Image” Icon For a “Local Image,” Click “Insert” and select from the Media Library For an “External Image,” Copy & Paste your URL into “Image Source” Once you have chosen an image you are happy with, Save it and Enjoy!
To register your website for DMCA protection, please complete these steps: Register at copyright.gov Go to the US Government Copyright Office DMCA webpage, https://www.copyright.gov/dmca-directory/ Click login / register Register or update your information as a service provider and designated agent, following the prompts provided by the Copyright Of
Where is syndication allowed? AZ – ARMLSCO – Pikes PeakFL – NEFMLS (with broker OK on reDataVault agreement)IL – MRED (with broker OK)MN – Northstar (with broker signature)OH – Columbus (with broker OK)WA – NWMLS (with broker OK) Where is syndication NOT allowed? We cannot syndicate listings in these boards (if you are in one of these boards, you wi
I was already approved for IDX with another vendor. Can I use that existing approval for iHomefinder IDX? Sorry, no, IDX approval is vendor-specific. Real estate board rules do not allow us to use approvals for other vendors. I work with a team of agents, and we want to have a shared IDX site. Do we all need to be approved? In most cases, yes, e
There are two places to change your Profile Picture. #1: Once logged in to the Website Dashboard, click Menu in the upper left corner and select Agents. Click on the name of the agent you wish to edit. Scroll to the bottom right corner under Agent Image. Click Remove Agent Image. Then click on Set Agent Image. Select Upload Files if selecting an ima
Additional fees may apply for the IDX service for some boards. The types of fees that may be charged are discussed in more detail below. Data Access Fees (Pass-through Fees) Some boards require us to pay additional vendor fees in order to provide the IDX service. To help cover these fees, you are charged an additional data access fee (also referre
What are Social Share buttons? Every site comes equipped with Social Share buttons, which allow you and your clients to share your content on Facebook, Twitter, Pinterest, or other platforms. How do I install Social Share buttons on my website? From the website dashboard, click the Favorites waffle icon and select Customize. Click Social Media. Sel
A Google Business Profile is your business listing, as it appears in Google Searches and Google Maps. It states your name, location, contact information, and business category. Benefits of a Google Business Profile A Google Business Profile lets you list your business on Google Maps and come up in local search results. With a Google Business Profil
Setting Up the Integration for Gmail Navigate to Setup > Account > Integrations. Click the “ADD NEW” button. Click the “Emails & Calendar Sync” dropdown and the “ADD EMAIL & CALENDAR SYNC” button. You will be redirected to a page asking you to provide the email address you want to integrate. Enter your email and click the “SIGN IN” but
Whether or not you can add rentals to your communities depends upon your MLS . Not all MLSs allow rentals. To add rentals to a community, go to the market by clicking on the green View Leads bar in the website dashboard. Select Markets on the top and choose the market you want to add rentals to. **Tip** To verify that you are selecting the c
Market Reports provide automated email campaigns that highlight relevant stats and listings, along with valuable market and listing data for display on your website. Market Reports help you stay connected with past clients and keep in touch with prospects using email alerts that provide monthly market data, weekly open house schedules, and daily lis
If you're interested in content specific to you and your area, check out our new Content Packages. If you want to add an RSS Feed (automated blog posts), click here . Creating a blog post From the website dashboard, click on Menu in the upper-left corner and select Blog from the dropdown. Click on Add New. Add your blog title and body, an
Use the Reputation Management platform to respond to your reviews quickly. Facebook reviews, Google Business Profile reviews, and first-party reviews are all supported in this feature. To respond to a review: Click Reviews in the navigation bar and click Response. Click on the Respond button next to the desired review. A dialog box appears. Choose f
A mortgage calculator can increase engagement by providing visitors with a valuable interactive tool. Visitors may spend more time on your website exploring different mortgage options and using the calculator to estimate their payments. This helps your SEO by increasing time on site and average clicks per visit. Add a Mortgage Calculator To add a
What is Duplicate Suppression? Duplicate listings can result from inconsistent and inaccurate business listings. They can negatively impact your online presence because they decrease your online reliability, negatively impacting your Local SEO and your placement on a SERP (search engine results page). Having inaccurate listings can negatively impact
You can reactivate deleted and inactive leads in the Control Panel. Reactivating a Lead In the Lead List page, click the “FILTERS” button. Open the Lead Status dropdown, select “Inactive” and/or “Deleted”, and click the “View Results” button at the bottom. You will now be able to see all leads that are Inactive or Deleted - select the lead you w
*To add a specialized market, please see the article How To Create A Specialized Market . In the Markets portion of the Control Panel, there are two options available to get to the Add New Market screen: One on the menu column on the left-hand side of the screen, and the other on the default Markets screen too. Clicking either one will take you to t
Adding Additional Attributes to your Local Presence increases your SEO by making you appear more credible to search engines. It also builds trust with potential clients – research shows that the more fields you fill out in your search engine profile, the more potential customers will trust your brand. This trust leads to more clicks and conversions.
First, Click on any component you wish to change. Second, start typing! Enjoy your new content!
The Email Listing Alert Activity section displays all listing alerts to which a lead is subscribed. Where are the listings pulled from? Email Listing Alerts send ongoing automatic emails of properties from a Saved Search. All Email Alerts have a corresponding Saved Search in the “PROPERTY ORGANIZER” tab. What information do the email listing alert
First, select which area you would like to change the font. Some components have multiple areas. Some only have one. Make sure the toggle is set on! Select the component you want to change/”Typography” selected Select “Advanced Typography” Select the number you are happy with, and enjoy! Utilize the range slider Utilize the Up and Down arrows Type
First, select which area you would like to change the font. Some components have multiple areas. Some only have one. Multiple One Make sure you set the toggle. Multiple Options: Select the component you want to change, and select your font from the dropdown list One Op
The Polygon map is a great alternative when you need to specify a particular area not defined in your MLS. You can easily create a market using the custom map maker. From the website dashboard, click on the green View Leads bar to access your CRM. Click on Markets at the top. Click Add a Market. Let's say you want to create a market that shows only
Login to your dashboard and navigate to your CRM either by clicking on the green “View Leads” buttons or by clicking on “Favorites” and then “My Leads”. Navigate to Markets and then click on Add New Market. Set up your market, add the Name/Title and use the search bar and filter tools to customize your market. Click on More for more search option an
What Is SEO? SEO stands for Search Engine Optimization. It aims to improve your website's search visibility when people look for services related to your business. The higher your website ranks, the better your chance of being found in online searches. The increased traffic to your site could provide many opportunities to gain new customers.
Time On Site A top factor that goes into your Google ranking is time on site, precisely, how long visitors stay on your website once they visit. Every time someone does a google search, spider bots gather, index, and rank every site on the WWW to bring you the most relevant. The spider bots look for visitors who stay on your site for extended pe
Agent CRM users can set up email greetings that are formatted to automatically send on the date of a lead's birthday or transaction anniversary. To enable Automated Greetings, Agent CRM users must first set up an integration with their email accounts. Please see the Email Integration articles for instructions. Automated Greetings emails will be auto
In the CRM, you can classify all leads as being a Buyer, Seller, or Renter and filter by this classification. Setting a Lead’s Type Navigate to a specific Lead’s record page. In the Contact box on the left, click the “EDIT” link. An “Edit Contact” screen will open. In the last field, you can assign a lead type. You can give a lead just one or all th
Using the Optima Leads app, you can have push notifications of your leads' activities sent to your phone in real-time, allowing you to follow up quickly. Types of Push Notifications Below is a complete list of all the actions that will trigger a push notification. When a lead submits a contact request When a lead requests more info on a listing When
Marketing Automation Campaigns To access a lead's Marketing Automation Campaigns, click on the lead's name and then select Subscriptions on the right. The Marketing Automation Campaigns section only appears for accounts with a CRM package. This section displays marketing campaigns a client subscribed to and data on the emails sent for the campaign.
In the CRM, you can track your leads’ stage in the business development pipeline and gauge the health of your sales funnel. Updating an Individual Lead’s Pipeline Status Navigate to a specific Lead’s record page. An interactive pipeline status bar is at the top of all Lead record pages. Click on any “stage” in the bar to set your lead’s pipeline sta
If you have Marketing Automation on your account, you are provided with a lead aggregation email address which can bring leads from sources other than Zillow or Trulia (these use the Tech Connect integration) into your Agent Elite CRM. You can find your lead aggregation email address by going to Setup > Account > Integrations in your CRM. Cl
Access the Short Code feature by navigating Menu → Pages in your website dashboard's upper left corner. Select the page to which you want to add the Short Code. Optima Express Short Code Icon Optima Express Short Code – Leads Sell My House Use this tool to add to your valuation form. You have the option of Two Lines and Vertical. See below to see
There are two places to update your Contact Information on your website.#1. From the website dashboard, click on Menu in the upper left corner, then select Agents. Click on the name of the Agent you want to editOn the right side, update the contact info you want to add/change. Scroll down on the right, and select either Update or Publish. #2. Click
Once you have opened the Setting Panel, Click the “Design” Tab Some Blocks have “Normal” and “Hover” Options. Click “Normal” for the main color of an element Click “Hover” for the hover color when you hover over an element Once you decide which color you want to change, Click the colored circle. Pick the color you desire, and enjoy!
You will need to create the market sheet for it first. To do this, login to your dashboard and click on the green View Leads button to access the CRM. On the top menu, click on Markets and then click on Add New Market. Create your Market sheet using the criteria available. For the example below, we created a market for Placerville, CA Homes For Sale
How to Set Up Zillow and Trulia Tech Connect If you acquire leads through Zillow and Trulia services, Marketing Automation can automatically import new leads from these services into your Agent Elite CRM. And they can be automatically placed into Marketing Automation follow-up campaigns. The Zillow and Trulia Tech Connect option is available only in
To add a custom signature or logo to your emails, please email us at support@agentelite.com, and one of our Customer Service Representatives will set up your new signature! Please send us the details of what you would like in your custom signature. We will add it for you and send an email when completed.
Although we'll be demonstrating Yoast SEO's optimization process on a community page of a real estate website, it is important to note that you can use Yoast on any webpage. By following these tips, you can use the Yoast plugin to optimize your website for search engines and improve your online presence. How to use Yoast SEO Start by accessing the w
Users of the Agent CRM can create tasks to help manage their workload and to associate tasks with specific leads. This feature is only available for the Agent CRM product. Basics of To Do The To-Do List feature of the Agent CRM can be used to create tasks and to-do items related to your leads and your business. Tasks can be marked as completed by ch
Embracing the power of posting on your Google Business Profile presents a remarkable opportunity for real estate agents, especially considering that many of your competitors may not be leveraging this platform to its full potential. By taking the initiative to maintain an active and engaging profile, you can set yourself apart from the crowd and st
Listing flyers are tangible marketing materials you can distribute to potential buyers, neighbors, or local businesses. They allow you to promote properties outside the digital realm, reaching a wider audience. From the website dashboard, click on Menu in the upper left corner and then click on Listing Pages (Real Estate Only). You will see a list o
If you need to change your email address across the board, here are the places you must go to update it. Customizer → Company Info From the website dashboard, click on the Favorites waffle and select Customize. Select Company Information on the left. Change email in the Company Email box. Click Publish to complete. You can also access this spot by
When switching to your new Agent Elite website, there are a few key things to remember. One of the most critical aspects is ensuring that your email remains operational throughout the transition. This means properly coordinating with your old hosting provider, updating your DNS information, and ensuring all your website and email settings are correc
To edit the Header and Footer, we still need to utilize the Customizer Navigate to the Customizer, select the ‘Header’ or ‘Footer’ tab, and select a style. Update the settings as needed
Steps to export leads from your Agent Elite CRM: To access the CRM, click the green View Leads bar in the website dashboard. Once in the CRM, click Export Leads on the left panel. You can choose to sort your lead list by Name, Email, or Date . You can also include Disabled and Deleted Accounts . Click Export to complete. Your list will download as
From the website dashboard, click Menu in the upper left corner and select Communities from the drop-down. Click on the community you want to adjust and scroll down to the Sort listings by section. You can sort the listings by the following parameters: Click Update to complete.
Enter the Customizer and Select “Page Title” If you would like to change the “Font Type,” Select one from the drop-down menu If you would like to change the “Font Size”, Move the range slider until the desired size is achieved If you would like to change the “Font Weight”, Select one from the drop-down menu If you would like to capitalize the whole
Click on the Favorites waffle icon, and select Customize. In the customizer, click on Header on the left. Click on Choose Design. Select the header you would like to use. You can see a preview of the changes to the right. Once the header is selected, you can either save your changes by clicking on Publish or, if you want to continue editing the loo
Click on the Favorites waffle icon from the website dashboard and select Customize. From the customizer, click on Front Page. Click on General Option. Drag and drop the section you want to move to where you want to place it. Once you drop the section, the customizer will show you a preview of it. If everything looks good, click on Publish and keep
From your Website Dashboard, click on Menu in the upper left corner and select Landing Pages from the dropdown menu. Click on Add New Landing Page. There are two formats for Landing Pages, Format A & Format B. Please choose the one that matches your back end. Follow Format A if your Landing Page looks like the first picture. Follow Format B if y
First, right-click on the component of your choosing and select “Copy Style." Next, select the SAME component type, select “Paste Style”, and enjoy! IMPORTANT: It must be the same component to be able to “Copy” styles.
Did you know you could change the background image on your website to match the seasons? You can right-click on one of the photos provided to download and then upload it into your media library. Instructions to switch out the photos are below. You can also use your own photo following the same steps. Or call us, and we will do it for you! Fall Pho
According to a 2022 study, social media is the second best way for real estate agents to get new leads (the first being referrals). With an expected 80% of agents saying they plan to use social media in the next year, now is the time to get on board! An active presence on social media will help you to build relationships with potential clients by in
The listings on your site sync with the MLS every 24 hours, so if you have a listing that just went live, it might not be on there yet. For immediate sync, go to the Website Dashboard and click on Favorites. From there, select Sync Listings. Select Start. Your listings will be immediately synced with the MLS.
Users of the Agent CRM can create tasks to help manage their workload and to associate tasks to specific leads. This feature is only available for the Agent CRM product. Basics of To Do The To Do List feature of the Agent CRM can be used to create tasks and to-do items related to your leads and your business. Tasks can be marked as completed by chec
Click on the component you would like to change Select Options Select “Show More Settings” You’re in!
From the website dashboard, click View Leads on the left or select My Leads from the Favorites waffle icon. Click on Communications, click on the drop-down icon next to Marketing Automation, and then click on Automations. If you have any marketing automation rules already in place, you will see them here. To add a new rule, click on Add New. To dele
From the website dashboard, click on View Leads to access the CRM and Drip Campaigns. Click on Communications and select New Email on the left under Send Email. If you see a message that says, “In order to send emails, you need to first set up your integration,” then please visit the article “Email Integrations” for detailed instructions. Enter the
In the Agent CRM, you can create and apply tags to your leads to track, filter, and categorize more efficiently. Applying Tags to a Lead Navigate to a specific Lead's record page. In the Contact box, locate the TAGS field. Click in the Enter Tag field and begin typing in the tag you want to apply to the lead. Select a pre-existing tag from the d
*NOTE* This is only for Google Analytics. If you have Google Tag Tanager, FaceBook Pixel, or any other tracker that needs to be placed in the backend (placed in the header of the site), please email the code over to support so that we can place that for you. support@agentelite.com From the Dashboard, navigate over to Favorites and then click on Cust
First, select which area you would like to change the font. Some components have a “Layout” area. Some only have “Top View." “Top View” you can select whichever alignment you want and enjoy! "Layout” Options: Open the “Layout” tab Select alignment
Adding a New Lead in the Agent CRM From the website dashboard, go to the CRM by either clicking on the green View Leads bar on the left or selecting My Leads from the Favorites waffle icon dropdown. Click Lead List on the left. Click Add New . Add the lead information, and click on Save to complete. Your lead is now entered! Adding a New Lead in the
From the Website Dashboard, click on Menu in the upper left corner and then select Local Presence .
As a real estate agent, capturing leads is essential to building your business. Whether you're just starting or have been in the industry for years, finding new clients is crucial to your success. However, with so many agents competing for attention, it can be challenging to stand out and capture leads effectively. One way to improve your lead captu
From the website dashboard, click on Menu in the upper left corner and then click on Listing Pages (Real Estate Only). You will see a list of your current featured listings. Select the one you’d like to use for a listing page. Adjust any info you need to, or leave it as is: Then scroll down and pick the design template you’d like to use. For this ex
Where to find Local Presence Local presence is now located in the clients user portal account Local Presence Troubleshooting Step 1 Local Presence Troubleshooting Step 2
How to forward leads from your AE CRM into your Liondesk CRM From your Liondesk CRM, click on your name in the upper right corner and select Settings In settings, click on Lead Distribution and Team Settings Copy your Liondesk Unique Email Address that is located in the Lead Import Setup section Log into your AE CRM and navigate to Setup > Advanc
You can watch this video or follow the step-by-step instructions on building Listing Pages and Landing Pages. To create a Landing Page for your Mortgage Site: From your Website Dashboard, click on Menu in the upper left corner and select Landing Pages from the dropdown menu. Click on Add New Landing Page. Click on Import Layout in the upper left c
To add a link button to your website, follow these steps: From the website dashboard, click Menu in the upper left corner and select Pages from the dropdown. Select the page you want to change, hover over the page title, and click Edit . Next, open a new window and go to Da Button Factory. Enter your Button Text (what you want the button to say), a
Open the Setting Panel on the righthand side of the screen by clicking on the block you wish to edit and select ‘Media.' Once you open the ‘Media’ tab, a box will be titled ‘Image.’ Click on that box if it is empty, or if there is currently an image, click on the ‘Edit’ button/icon in the top right corner. Once you click on one of those buttons, the
CRM Lead Notification You will receive an email that contains the lead name, email, and phone number. You may receive just the email depending on the form the lead filled out. You can configure your lead notification preferences by going to your CRM. From the website dashboard, click on View Leads. Once in your CRM, click on Setup at the top and the
An RSS (Really Simple Syndication) Feed is a code you get from the blog source and then add to your website. Once added, your blog will automatically update with a new post every time the blog source publishes one. Adding a blog to your website can improve SEO (search engine optimization) in several ways: Fresh content : Blogs regularly add new
You will need first to add the pdf to your media library. In the page editor, click on Add Media to open the media library. Click on Upload Files and then click on Select Files. Your desktop file folder will open, select your pdf file, and click on Open. Keep in mind you can drag and drop at any moment as well. To grab the File Url: once the pdf is
How to forward your Zillow leads into your AE CRM From the Website Dashboard, go to your CRM and click on the green bar that says View Leads. Once in the CRM, click on Setup in the top menu. Then click Integrations on the left menu. Click Add New. Select Lead Aggregation Email from the dropdown. Copy the Email Address provided. Go to Zillow Premier
Some MLS’s can now support listings with the status Coming Soon. Please refer to the table below to see which MLS boards include Coming Soon listings. ID Name 5 San Diego AOR & the San Diego portion of CRMLS 17 SmartMLS (Formerly CTMLS and GFC-CMLS) 35 Columbus REALTORS® MLS 36 NorthstarMLS 43 Broward, Palm Beaches & St. Lucie Realtors® 44 C
In this article, we’ll dive deeper into website analytics. From the Website Dashboard, scroll down to the Analytics section and click on View All (under 60 Day analytics). For consistency, let’s change the Analytics to show the last 30 days. Visitor's Overview The first section we'll look at is Visitor's Overview. This section breaks down the last 3
How often are IDX listings updated? In most boards, we automatically update IDX listings every two hours. You should allow another hour or two in most cases for website caching, and you might wish to refresh your browser in case of a new listing or a change to a listing. How can I update my own listings on my IDX website? You will need to check with
What is Local Presence? Local Presence allows you to sync your business information across 50+ directories, such as Google, Yelp, and Facebook. Local Presence locates and claims your business listings so that no one else can alter them. Why you need it: Using our monthly Local Presence service, you can quickly check and correct all your listings
Once you have integrated your email account into the Control Panel, Agent CRM accounts can start sending emails to leads or any email address. The Send Email feature is meant to send-one off emails to small groups of leads or single contacts. This feature is separate from Automated Marketing Campaigns, where a series of emails are pre-set, and leads
Challenges And Solutions Loan Officers often juggle too many systems and lose track of leads and their status. Studies also show they usually lack the tools they need to effectively follow-up and nurture their leads. And they need tools that help them manage their business and track their progress against their goals. Mortgage CRM Our CRM for loan
How to Show an Image Slider Instead of a Background Video on the Homepage (RE) Learn how to replace your website's background video with an image slider for a more engaging visual experience. An image slider on your website's front page can make a solid first impression by creating a visually appealing and user-friendly experience. An image slid
From your Website Dashboard, click Menu in the upper left corner and then select Local Presence from the dropdown.
Users of the Agent CRM can select multiple leads to edit, delete, download, and more. This feature is only available for the Agent CRM product. How to Edit Multiple Leads Navigate to Leads > Lead List. On the right side, select the checkbox next to every lead you want to edit. You can use the pagination buttons on the bottom to view more leads, a
From the website dashboard, navigate to the page where you want the iFrame. Most pages on your site are accessible by clicking on Menu in the upper left corner and then selecting Pages from the dropdown menu. Click on the Page where you want to add the IFrame. Click on the dropdown arrow to the right of the shortcode icon. Select either IFrame or IF
From the Website Dashboard, navigate to the Page where you want to add the IFrame. You can find most pages by clicking on Menu in the upper left-hand corner and selecting Pages from the dropdown. Click on the page title where you want to add the IFrame. Click on the Add Block Icon. Navigate to the shortcode by typing shortcode into the search bar an
From the Website Dashboard, click on Favorites, and then select Customize. From here, click on Company Information. From here, update the Broker name and logo. Make sure to click on Publish when completed.
Click on the Favorites waffle icon and select Customize. From the Customizer, click on Background Videos. Click on the background video you would like to use. Once you click on one, you'll see a green border, and the customizer will show a preview. If you are happy with the video, click on Publish and save your changes. If you want to use a YouTube
First, select which area you would like to change the font. Some components have multiple areas. Some only have one. Make sure the toggle is set on! Select the component you want to change/”Typography” selected Type in the number you desire Utilize the Range Slider Utilize the “Up” and “Down” arrows Select your favorite, and enjoy!
To access the Communities section: Click on Menu and then Communities from the dashboard or OR Click on Favorites and then Communities. From here, you can drag and drop the communities to re-order. No saving is required. For a different view that may be a little easier to see: Either click on Re-Order on the top OR Click on Menu again, and then cl
*Please note - you can only connect a LinkedIn Company Page, not a Personal Profile. Please check this article to see the difference. To Troubleshoot issues regarding syncing LinkedIn to Local Presence, click on Fix LinkedIn in the Get Live box. Step 1: Click on the “i” next to Needs Attention. Follow any suggestions to resolve the issue. Step 2:
A landing page is a web page that serves as a destination for visitors who click on a link or an advertisement. It is designed to capture their attention and encourage them to take a specific action, such as filling out a form, making a phone call, or signing up for a service. For real estate agents and loan officers, landing pages are an essential