WORKSHOPS ON DEMAND
Getting Started with the Home Platform
Learn how the Home Platform serves as your centralized workspace for managing daily business activities, accessing key tools, and staying productive from anywhere. This session explores how Agent Home, AI Assistant, and mobile capabilities work together to streamline workflows, simplify task management, and keep important resources at your fingertips. You'll learn how to customize your dashboard, manage tasks, leverage AI for content creation, and navigate connected tools including CRM, Search, Collections, Marketing Center, Business Tracker, and the mobile app.
Duration: 33 Minutes
Importing & Organizing Contacts
Learn how to build, organize, and maintain a high-quality contact database in the Home Platform that supports more effective client engagement. This session covers importing contacts from multiple sources, organizing records with groups and tags, managing contact statuses, identifying duplicates, and using filters to quickly find the right audience. You'll also explore how AI Assistant can help streamline contact management and keep your database clean, organized, and up to date.
Duration: 37 Minutes
Contact Engagement Opportunities
Learn how to turn your database into a consistent source of repeat and referral business through strategic client engagement with the Home Platform. This session explores how Contacts, Likely to Sell, Make Me Sell, and Action Plans work together to identify outreach opportunities, automate follow-up, and strengthen relationships. You'll learn how to leverage AI-driven insights, track important milestones, manage outreach activities, and create engagement strategies that keep you connected with your sphere of influence year-round.
Duration: 44 Minutes
Communicate with Contacts Using Bulk Messages
Learn how to use bulk messaging to efficiently communicate with your database, deliver relevant content, and stay top of mind with your sphere of influence with the Home Platform. This session covers creating and sending targeted email campaigns, leveraging templates and tagged audiences, personalizing messages at scale, and reviewing performance analytics. You'll also learn best practices for maintaining sender reputation and improving email deliverability to maximize engagement.
Duration:33 Minutes
Dynamic Contact Engagement Using Action Plans
Learn how to use Action Plans to create consistent, organized follow-up processes that help you stay engaged with clients and prospects with the Home Platform. This session covers setting up and customizing Action Plans, understanding the difference between automated system activities and agent-driven tasks, and managing reminders and workflows efficiently. You'll gain the knowledge needed to build repeatable engagement strategies that support stronger relationships and more consistent business growth.
Duration: 35 Minutes
Organize Your Workflow with Business Tracker
Learn how the Home Platform Business Tracker serves as a central hub for organizing client activities, property information, and related business resources in one place. This session covers creating and managing Business Tracker folders, connecting contacts, collections, and CMAs, and understanding how tools such as Collections, Tours, and Documents work together to support a more streamlined and organized workflow.
Duration: 56 Minutes
Creating Property Collections
Learn how to create and manage property collections that deliver a more personalized and collaborative home search experience for your clients with the Home Platform. This session covers building targeted property searches, organizing collections, connecting them to client profiles and Business Tracker, and managing property updates and notifications. You'll also explore how clients can engage through their dashboard, mobile app, and collection tools, while leveraging AI Assistant to enhance search and communication throughout the buyer journey.
Duration: 37 Minutes
Unlock Inventory with Likely to Sell & Make Me Sell
Learn how to identify high-intent opportunities and uncover potential inventory using Likely to Sell and Make Me Sell with the Home Platform. This session explores how predictive insights can help prioritize outreach, focus on the most promising prospects, and create meaningful conversations across multiple channels. You'll learn how to leverage these tools within your database, develop targeted engagement strategies, and use data-driven opportunities to generate more listings, buyer connections, and business growth.
Duration: 39 Minutes
Pricing Precision with CMA & Buyer Demand Data
Learn how to leverage market insights and seller-focused tools to support more informed pricing strategies and proactive client conversations with the Home Platform. This session covers creating Comparative Market Analysis (CMA) reports, utilizing Buyer Demand data, and identifying seller opportunities through Agent Network and Reverse Prospecting. You'll gain practical strategies for using data to guide recommendations, uncover opportunities, and help sellers make confident decisions in today's market.
Duration: 34 Minutes
Marketing Center Tour
Explore how to use Marketing Center in the Home Platform to build a complete, end-to-end marketing strategy across print and digital channels. This session highlights how to create consistent, branded materials using templates, collaboration tools, and built-in design features so you can efficiently produce listing presentations, client-facing collateral, and multi-channel campaigns without starting from scratch. You'll learn how to design print assets like flyers, brochures, postcards, and listing presentations, while maintaining brand consistency through customization, shared feedback, and reusable assets in Projects and the Media Library. On the digital side, you'll explore email templates, segmented contact lists, social media tools, paid advertising options, and Video Studio for short-form content; all connected back to a unified marketing strategy that keeps you top of mind with clients.
Duration: 37 Minutes
Simplify Your Day with AI Assistant
Learn how to use the AI Assistant in the Home Platform to streamline daily tasks, improve communication, and support core business activities while understanding its capabilities and limitations. This session covers how to use effective prompting, leverage real-world examples, and apply AI across key workflows including contact management, property collections, market reports, and marketing content creation. You’ll also explore voice mode for faster input, creating and saving custom prompts, drafting listing descriptions and client emails, and integrating AI into Marketing Center. The session also highlights best practices and a prompt library to help you incorporate AI more effectively into your daily workflow.
Duration: 33 Minutes