Getting Started Checklist

Modified on Thu, 7 Mar at 11:43 AM

TABLE OF CONTENTS

Agent Profile
@realty App
It is recommended you download the @realty App.
Pricefinder App
Virtual Assistant
Property Credit (VPA Pay Later)
Own Realestate.com.au account
Importing Listings
Prospecting Set Up Checklist
Example Forms

The below checklist is designed to make sure you are set up with all apps and ready to launch!

Agent Profile

Make sure you profile is up to date. This includes:

your photo (provide one to the marketing team if you haven't already)
your description (you can use AI to create one here https://forms.gle/4bqoerwp6sBkuaSk9
add your unique links
update your stats
add your awards
add your specialty suburbs
add your testimonials

You can learn more about Agent Profiles here https://www.atrealtysupport.com.au/en/support/solutions/articles/14000098603-how-to-edit-and-update-your-agent-profile

@realty App

It is recommended you download the @realty App.

Be sure to turn on the Caller ID feature. Learn more below:

Pricefinder App

You can download the Pricefinder app on your phone for easier access to property data. Click here to learn how https://www.atrealtysupport.com.au/en/support/solutions/articles/14000055888

Virtual Assistant

If you want a VA to help you with creating documentation and entering information into the CRM, you can learn more about @realty's VA services here https://www.atrealtymarketing.com.au/va

Property Credit (VPA Pay Later)

@realty has integrated with Property Credit to easily offer clients a low cost Pay Later option for Advertising and Renovation expenses. Click here to learn more https://www.atrealtymarketing.com.au/property-credit

Own Reale state.com.au account

If you have your own realestate.com.au account, we can connect it to the CRM. To initiate this process please complete this form

https://forms.gle/o4JQk2SK8qYFh4Mk8

If you would like to learn more about setting up your own account, click here

https://www.atrealtysupport.com.au/support/solutions/articles/14000146897-own-realestate-com-au-account-premier-all-

Importing Listings

The only way listings can be imported into the CRM is via realestate.com.au. We will need to download a XML file from the realestate.com.au account. Reach out to your onboarding manager or the support team to learn more.

Prospecting Set Up Checklist

Be sure to check out the Prospecting Set Up Checklist so that you get the most of the CRM. Click the link below to learn more.

https://www.atrealtysupport.com.au/en/support/solutions/articles/14000147117-prospecting-checklist

Example Forms

If you want to learn more Listing Agreements and Contracts and view examples, click here.

https://www.atrealtysupport.com.au/support/solutions/14000073710