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Systems & Processes Cheat Sheet

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Systems & ProcessesWHAT SHOULD I USE?BROKERAGE ENGINEcorcoranperry.netAgent VolumeBroker 360 ReportView InvoicesPay BillsOrder MarketingMarketing SavingsClosed Transaction DetailsCreate Draft ListingsLIVELINKfirstnamelastname.corcoranperry.com/adminAgent Website ManagementContacts & LeadsNeighborhood SnapshotsSocial Media CollateralVendor Links+ Much MoreLIVESocial ContentOrder Form LinksTutorialsBrand AssetsOffice DocsTear SheetsResource CenterCRMEmail MarketingPERR.CO/FORMSREALSATISFIEDrealsatisfied.comClient TestimonialsWHEN I WORKwheniwork.comFloor Shift Sign UpZENDESKperr.co/chat-loginLive Chat on CPC SiteAgent StudioCorcoran’s Social Content LibraryMarketing CenterPresentationsLinks to SystemsInhabit BlogListTracMYCORCORANmycorcoran.comListing CollateralCustom Collateral PresentationsHomebot CollateralOpen House CollateralAgent Branding and StationaryNeighborhood SnapshotSignage+ Much MoreOrder FormsVideo DaysLIVESocial ProgramSign Up FormsEvent EquipmentStreet Sweeping CollateralMisc. Click to view our "Org Chart & Who to Call" sheet!

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LISTINGSIGN PRODUCTION & INSTALL/REMOVALLISTING PRESENTATIONMYCORCORAN PRESENTATIONSPRESENTATION ORDER FORMCUSTOM PRESENTATIONPERR.CO/FORMSBROKERAGE ENGINECreate your own presentation in MyCorcoran’s Presentation tool for your next listing appointment.Order a custom presentation through Brokerage Engine and the marketing department will make it for you. Have your TM* prepare contracts for you and send them to your clients in CTM One, or prepare yourself. *If you have your TM prepare a contract for you, you are responsible for:• reviewing the contract• filling in dates• reaching out to a managing broker if you have any questionsCONTRACTS/PREPTRANSACTION MANAGERCTM ONEMLS INPUTHave your TM input the property details for your listing in REColorado or input them yourself.TRANSACTION MANAGERRECOLORADOLISTING COLLATERALCreate your own marketing collateral such as social media graphics, flyers, and postcards with the templates from Corcoran.Use our listing collateral forms for your listings and the marketing department will create them for you. Proof and approve in Brokerage Engine.MYCORCORANMARKETING CENTERLISTING ORDER FORMLISTING COLLATERALPERR.CO/FORMSBROKERAGE ENGINEPAY MARKETING INVOICES/CHECK TRANSACTION DETAILSBROKERAGE ENGINEView invoices, pay bills, check your transactions and volume all in Brokerage Engine.CLIENT TESTIMONIALREALSATISFIEDYour TM will send out an email after closing to your clients to leave a review and write a testimonial. Once you review and approve the testimonial, it will automatically be added to your agent website.ORDER A NEW YARD SIGN ANDBROKERAGE ENGINEPERR.CO/FORMSOrder a new yard sign and/or rider through Brokerage Engine for your new listing if you need more signs in your inventory.YARD SIGN & RIDER FORMYARD SIGN & RIDER FORMORDER INSTALLATION AND REMOVALTRANSACTION MANAGERHave your TM order the installation and removal of yard signs for your listings.

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LEARNING/RESOURCESNON-LISTING MARKETINGOPEN HOUSES LEAD GEN/NURTURINGLEARNING/RESOURCESLIVELINK RESOURCESAGENT STUDIOMYCORCORANParticipate in live classes or watch recordings on your own time.Download market report graphics, open house flyers, logos, letterhead, tear sheets, neighborhood snapshots and much more.CUSTOM MARKETING, STATIONARY & BRANDING, SIGNAGE, SOCIAL MEDIA, AGENT PROGRAMS, EVENTSBROKERAGE ENGINEUSE APPROPRIATE FORMUSE APPROPRIATE LINKPERR.CO/FORMSWe have a plethora of order forms in Brokerage Engine. Use the handy search bar at the top to search for the appropriate form to use. If you can’t find a specific form just use the “Custom Marketing Collateral” order form.OPEN HOUSE COLLATERAL: FLYERS, SOCIAL GRAPHICS, SIGNS, ETC.BROKERAGE ENGINEUSE OPEN HOUSE FORMSUSE OPEN HOUSE LINKSPERR.CO/FORMSOrder your collateral for your upcoming open house, whether it’s your listing or another agent’s in Brokerage Engine.CRMLIVELINKMARKETING CENTERMYCORCORANUpload your contacts to Marketing Center to send emails to your clients using the templates provided by Corcoran.Manage your database and send your own emails.OPEN HOUSE SIGN-UPTRANSACTION MANAGERPERR.CO/OPENHOUSEListing Agent: Add your open house to the spreadsheet to have other agents sign up to hold your listing open. Your open house will also be featured in the brokerage’s weekly social media graphic and weekly email. Don’t forget to order a flyer for your listing so an agent holding it open can have an open house flyer.Holding Open Agent: Sign up to hold another agent’s listing open and automatically receive a custom open house flyer PDF by the end of the day on Fridays.Listing Agent: Have your TM add your open house to the spreadsheet to have other agents sign up to hold your listing open. Your open house will also be featured in the brokerage’s weekly social media graphic and weekly email. Don’t forget to order a flyer for your listing so an agent holding it open can have an open house flyer.FLOORWHEN I WORKZENDESKSign up for floor shifts at any of our 4 office locations.Live chat with CPC website visitors.Upload your contacts to LIVELink and add them to the Weekly Lifestyle and Quick Reads, Monthly Market Report, and/or drip campaign lists so your clients receive consistent emails from you. Click to view our "Org Chart & Who to Call" sheet!

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Login GuideZENDESK:perr.co/chat-loginlogin with:un: concierge@corcoranperry.compw: livewhoyouareLIVELINK:firstnamelastname.corcoranperry.com/adminex: jonlarrance.corcoranperry.com/adminlogin with yourcorcoranperry.com emailyour password:REALSATISFIED:realsatisfied.comlogin with yourcorcoranperry.com emailyour password:BROKERAGE ENGINE:corcoranperry.netlogin with yourcorcoranperry.com emailyour password:MYCORCORAN:mycorcoran.comlogin with yourcorcorangroup.com emailyour password:WHEN I WORK:wheniwork.comlogin with yourcorcoranperry.com emailyour password: Click to view our "Org Chart & Who to Call" sheet!