Welcome to the team Agent/Team Name Onboarding Information
Today. Tomorrow. Together. OUR SALES ASSOCIATES ARE OUR CUSTOMERS. AS AN ENTREPRENEURIAL FAMILY COMPANY, WE PARTNER WITH OUR SALES ASSOCIATES TO BUILD THEIR BUSINESS AND DELIVER QUALITY SERVICES.
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Chris Raveis
William Raveis
Ryan Raveis
Co-President of William Raveis, Inc.
Chairman and Chief Executive Officer
Co-President of William Raveis, Inc.
In This Guide OUR SEAMLESS PROCESS MAKES JOINING OUR TEAM SIMPLE AND EASY. WE ARE HERE WITH YOU EVERY STEP OF THE WAY.
Your Local Team Your Extended Business Family Getting Started Your Week One Checklist...............................................................................7 Important Codes & Passwords......................................................................8 Raveis365..............................................................................................................9 RTS Support & Training................................................................................. 10 Marketing Tools..................................................................................................1 1 Affiliate Marketing Tools .............................................................................. 12 Bio & Recently Sold Properties on Raveis.com.................................... 13 Your Sphere of Influence (SOI)................................................................... 14 Raveis Technology........................................................................................... 15 Sales Meetings & Trainings........................................................................... 16 appFiles............................................................................................................... 17 Floor Time........................................................................................................... 18 Conference Rooms.......................................................................................... 19 Palm Beach Board of REALTORS® (PBBOR)........................................ 20 Realtors Associations/Boards/MLS Contact Info................................ 21 Broward, Palm Beach and St Lucie REALTORS® (a.ka. RABP) Miami Association of REALTORS® (MiamiRE) Signage .............................................................................................................. 22 Sign Order Form.............................................................................................. 23 Your Personalized Branding........................................................................ 24 Other Resources.............................................................................................. 25 Affiliate Resources.......................................................................................... 26 Your Next Steps................................................................................................27 Your Growth...................................................................................................... 28
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Your Local Team YOUR LOCAL TEAM IS HERE TO HELP YOU TRANSITION AND NOT MISS A BEAT.
Coco Amar
David Fite
Nancy Cardone
Regional Vice President Strategic Growth & Operations Coco.Amar@raveis.com
Principle
Sales & Business Development
David.Fite@raveis.com
Nancy.Cardone@raveis.com
Stephen Jara
Deborah Deam
Barry Frette
Senior Vice President Sales Management Stephen.Jara@raveis.com
Manager, Broker Operations
Regional Technology Specialist
Deborah.Deam@raveis.com
Barry.Frette@ravies.com
Jenny Goldsmith
Emily Taylor
Graphic Designer Marketing Assistant Jenny.Goldsmith@raveis.com
Graphic Designer Marketing Assistant Emily.Taylor@raveis.com
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Your Extended Business Family YOU ALWAYS HAVE ACCESS TO YOUR EXTENDED BUSINESS FAMILY: TOP LEADERSHIP AND DIVISION HEADS.
Ryan Raveis
Dan Farr
Ray Cashen
Co-President Ryan.Raveis@raveis.com
Chief Financial Officer Dan.Farr@raveis.com
Corporate Counsel + Insurance Ray.Cashen@raveis.com
Patty Ryan
Wayne Edmonds
Steven Csejka
VP Agent Relations Patty.Ryan@raveis.com
VP Information Technology Wayne.Edmonds@raveis.com
VP Marketing Steven.Csejka@raveis.com
Jamie Zdru
Kim Givens
Executive Director, Luxury Properties Jamie.Zdru@raveis.com
Director, Relocation Services Kim.Givens@raveis.com
Linda Dorsey
Frank Kolb
SVP Mortgage Operations Linda.Dorsey@raveis.com
SVP Mortgage Services Frank.Kolb@raveis.com 5
Getting Started
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Your Week One Checklist YOUR PERSONAL TRANSACTION CONCIERGE WILL CONTACT YOU WITH A WELCOME CALL AND YOUR ADMINISTRATIVE MANAGER WILL REACH OUT TO SCHEDULE YOUR ONBOARDING TO ENSURE A SMOOTH TRANSITION.
Raveis IT (203.225.2500) will contact you to set up your Raveis365 login + password
Update your social media, MLS and website profiles (realtor.com, zillow.com, etc.)
Access Raveis365 and Raveis Email
Announce your affiliation (email, social media + print)
Set up Raveis email on your cell phone and create an email signature Schedule an appointment with an IT Support Technician to manage transitioning your SOI
Elish and Deb are here to help.
Schedule training with your Regional Technology Specialist Email head shot to Administrative Manager to be uploaded to raveis.com Update your bio on raveis.com, Leading RE and Luxury Portfolio Update and order your new signage and business cards
Elish Telling
Deb Deam
Manager, Broker Operations Transition Concierge Elish.Telling@raveis.com Deborah.Deam@raveis.com Office: 561.655.6570 Office: 203.926.1090
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Important Codes & Passwords
CONFERENCE ROOMS AND WORK STATION COMPUTERS Log in using your Raveis email and password OFFICE ACCESS PALM BEACH 125 Worth Ave., Ste 310 ___________________
WIFI FOR ALL OFFICES Network Name: WRGUEST Password: picturesofmylistings
DELRAY BEACH 648 George Bush Blvd. ___________________ NORTH PALM BEACH 1201 US Hwy 1, Suite 18 ___________________ PALM BEACH GARDENS/MIRASOL 11300 Mirasol Way ___________________
All offices are open Monday-Friday 9AM-5PM. Use codes to enter the offices after business hours. Always make sure ALL doors are locked and lights are off if you are the last to leave the office. 8
Raveis365 UNIQUE TO WILLIAM RAVEIS, RAVEIS365 IS A SINGLE SUITE OF TOOLS SEAMLESSLY INTEGRATED TO HELP YOU RESPOND TO CUSTOMERS AND COLLABORATE IN REAL-TIME THROUGH THE POWER OF THE CLOUD. 1. Visit raveis365.com 2. Log in using your raveis email and password
App Launcher: Find more tools like Calendar, online Microsoft Suite, etc. using the app launcher
SHORTCUT Check out the OFFICE DOCUMENTS and QUICK LINKS sections for commonly used Raveis documents and frequently visited websites.
QUESTIONS:
Stephen Jara
Barry Frette
SVP, Sales Management Stephen.Jara@raveis.com C. 561.436.1000
Regional Technology Specialist Barry.Frette@raveis.com C. 561.880.5587
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RTS Support & Training GET PERSONALIZED TRAINING “ON THE FLY” WITH YOUR REGIONAL TECHNOLOGY SPECIALIST
• appFiles • Raveis365 • MoxiWorks Engage (CRM) and MoxiWorks Present (CMA) • Local Market Insights (LMI) & Listing Notifications • Deluxe Marketing: Direct Mail, Digital Postcards and Social Media templates • Adwerx & HomeSpotter • Raveis Open House App • Updating your Raveis.com bio and profile Barry and Steve are here to help
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Barry Frette
Stephen Jara
Regional Technology Specialist Barry.Frette@raveis.com C. 561.880.5587
SVP, Sales Management Stephen.Jara@raveis.com C. 561.436.1000
Marketing Tools
Don’t see the psd file
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DELUXE: Print & Digital Postcards & Brochures
2. MoxiWORKS: Engage/CRM, Present/Communication and CMAs, Client Gifts, Talks to Deluxe 3. Local Market INSIGHTS: Prospect Communication, Local Data Drip 4. Your Raveis Website 5. Yammer: Raveis Chatroom to connect with peers and pitch or network 6. Raveis Social: FB and IG Posts for you to re-post or comment/connect 7. HomeSpotter: Social media marketing campaigns for listings and your business 8. Agent Resources: Adwerks 9. Open House Kit 10. Refresh: Pre-sale home staging and rehab program QUESTIONS:
Jenny Goldsmith
Emily Taylor
Graphic Designer, Mkt Asst. Jenny.Goldsmith@raveis.com Office: 561.243.6000
Graphic Designer, Mkt Asst. Emily.Taylor@raveis.com Office: 561.655.6570
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Affiliate Marketing Tools
Recognized as the #1 Luxury Brokerage by Leading Real Estate Companies of the World
LUXURY PORTFOLIO INTERNATIONAL (LISTINGS $1M+) As the luxury marketing division of LeadingRE, Luxury Portfolio InternationalÂŽ (LPI) offers a comprehensive program of tools designed to promote your listings to a global, affluent audience through their LUXEXCHANGE platform. To access the platform, log into your agent account.
1. Visit: luxuryportfolio.com 2. Click AGENT LOGIN 3. Use your Raveis email as the username and your first name as your password These marketing tools will also be covered in more depth during Orientation with your Sales Manager.
QUESTIONS:
Coco Amar
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RVP, Strategic Growth & Operations Coco.Amar@raveis.com C. 239.220.1018
Bio & Recently Sold Properties on Raveis.com
UPDATE YOUR BIO ON RAVEIS.COM USING THE MYRAVEIS.COM TILE ON RAVEIS365 HOMEPAGE. Add customer testimonials, personal videos, education, achievements, professional associations and more to your raveis.com website. FEATURE PROPERTIES YOU’VE SOLD IN THE LAST 5 YEARS ON YOUR RAVEIS.COM WEBSITE. Fill out the RECENTLY SOLD spreadsheet in the ONBOARDING FOLDER in the RAVEIS LIBRARY and email to support@raveis.com. These sales will appear under the Recently Sold section on your website.
QUESTIONS:
Stephen Jara
Barry Frette
SVP, Sales Management Stephen.Jara@raveis.com C. 561.436.1000
Regional Technology Specialist Barry.Frette@raveis.com C. 561.880.5587
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Your Sphere of Influence (SOI) YOUR PERSONAL IT SUPPORT TECHNICIAN WILL HELP YOU ORGANIZE YOUR SOI CONTACTS INTO OUR SYSTEMS.
IT Tech will call you to hold your hand through process of exporting your contacts from your current SOI database or phone Download MC backup app
Remove duplicate contacts
Group and categorize your contacts Upload your contacts into Local Market Insights/Moxi
IT is here to help.
IT Support Technicians Support@raveis.com
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Raveis Technology CONNECT WITH ALL OF THE MOST INNOVATIVE TECHNOLOGY WILLIAM RAVEIS HAS TO OFFER, THROUGH MOBILE AND DESKTOP.
OPEN HOUSE
REAL ESTATE
Local Market Insights
WILLIAM RAVEIS APP
LOCAL MARKET INSIGHTS
OPEN HOUSE APP
The power of raveis.com in the palm of your hand. Search for properties, view and compare the latest listings, open houses and town data. Check out the nearby places and community info and even get directions.
Subscribe your contacts to the most current market data, latest listings and open houses, all delivered in an efficient, timely manner.
Creating and tracking your open houses is now as simple as a few clicks. Visitors that sign in to your branded open house page are automatically synced right into your MoxiWorks CRM for future contact.
OTHER RECOMMENDED APPS
Barry is here to help.
Yammer
OneDrive
Outlook
Barry Frette
Microsoft Office
Office Lens
Adobe Acrobat Reader
Regional Technology Specialist Barry.Frette@raveis.com C. 561.880.5587
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Sales Meetings & Trainings Sales Meetings are held every Wednesday at 9AM in season and every other Wednesday at 9 AM during the summer, via Zoom. Meetings feature special guests, discuss the latest trends in the local real estate market and other information relevant to the growth of your business. The schedule for sales meetings can be found under OFFICE ANNOUNCEMENTS (circled below) on the Raveis365 homepage. Refer to OFFICE ANNOUNCEMENTS for other trainings, such as, Company Orientation, Listings & Sales Contract Checklist, Skill Development, etc.
QUESTIONS:
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Coco Amar
Deb Deam
RVP, Strategic Growth & Operations Coco.Amar@raveis.com C. 239.220.1018
Manager, Broker Operations Deborah.Deam@raveis.com Office: 561.655.6570
appFiles
appFiles is your listing and sales file management system. Your Regional Technology Specialist will review appFiles procedure in more depth. APPFILES LOGIN (EMAIL ADDRESS): ___________________________________ PASSWORD: _______________________________________________________
QUESTIONS:
Coco Amar
Deb Deam
RVP, Strategic Growth & Operations Coco.Amar@raveis.com C. 239.220.1018
Manager, Broker Operations Deborah.Deam@raveis.com Office: 561.655.6570
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Floor Time
Floor time is offered . for all office locations. If you are interested in participating in floor time, please contact the office Administrative Manager to schedule time to review the training and requirements.
QUESTIONS:
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Coco Amar
Nancy Cardone
Deb Deam
RVP, Strategic Growth & Operations Coco.Amar@raveis.com C. 239.220.1018
Sales & Business Development Nancy.Cardone@raveis.com Office: 561.440.4560
Manager, Broker Operations Deborah.Deam@raveis.com Office: 561.655.6570
Conference Rooms
Sales associates have access to the conference rooms at all office locations. If you would like to reserve the conference room contact the office Administrative Manager to see if there is availability and to be put on the schedule.
QUESTIONS:
Deb Deam
Nancy Cardone
Jenny Goldsmith
Palm Beach Office Deborah.Deam@raveis.com Office: 561.655.6570
North Palm Beach Office Nancy.Cardone@raveis.com Office: 561.440.4560
Delray Beach Office Jenny.Goldsmith@raveis.com Office: 561.243.6000
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Boards of REALTORS® As a William Raveis Associate, you must belong to Broward, Palm Beach and St Lucie Association of REALTORS, unless you are affiliated with the North palm Beach Office, in which case you must belong to the Miami Association of REALTORS. You may also elect to belong to the Palm Beach Board of REALTORS as your second board. These options should have been discussed before your onboarding appointment but if they have not, please be sure to discuss them here. UPDATE YOUR PROFILES Update your profile on the board website and in MLS. MAKE A GOOD IMPRESSION Regularly refresh your profile on the board website and in MLS. Your profile is a valuable marketing tool that can help your connect with those who view your profile and build relationships with them to create new business opportunities. CONTINUING EDUCATION REQUIREMENT Ensure you meet your CE requirements in a timely manner. Follow the below instructions to see when your continuing education credits are due. 1. Visit myfloridalicense.com 2. Log into your account 3. Select your license 4. Select VIEW MY CONTINUING EDUCATION Circled in red below is where you can view what classes are required and the date then need to be completed by.
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Realtors Associations/Boards/MLS Contact Info Broward/Palm Beaches/St. Lucie
Jupiter Tequesta Hobe Sound Realtors Assoc.
3200 N Military Trail, Suite 102
2151 FL Alternate A1A, Suite 1100
Boca Raton, FL 33431
Jupiter, FL 33477
561-585-4544 561-746-2707 Board: Rworld.com
MLS: myrealtordash.com
Board: miamirealtors.com/jths
Palm Beach Board of Realtors
Miami Association of Realtors
140 Royal Palm Way, Suite 205
700 S. Royal Poinciana Blvd, Suite 400
Palm Beach, FL 33480
Miami, FL 33166
561-659-3810
305-468-7000
Board: pbbor.com
MLS: pbb.flexmls.com
MLS: miamire.com
QUESTIONS:
Deb Deam Palm Beach Office Deborah.Deam@raveis.com Office: 561.655.6570
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Signage FOR SALE/FOR RENT & OPEN HOUSE SIGNS See samples below for most of our common style signs. Both the City and County have very strict sign policies. Rules and common violations as well as more detailed information can be found in the OFFICE DOCS OF YOUR RAVEIS 365.
Sample of Generic 24”x18” Open House Sign
Sample of Generic 18”x24” standard size sign
REAL ESTATE
561.655.6570 QUESTIONS: Sample of Generic 18”x12” Manalapan/Hypoluxo Island size sign
FOR SALE 561.655.6570 Jenny Goldsmith Graphic Designer, Mkt Asst. Jenny.Goldsmith@raveis.com Office: 561.243.6000
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Sample of Generic 10”x4” Palm Beach Sign
Your Personalized Branding RAVEIS’ DEDICATED MARKETING TEAM AND YOUR MARKETING COORDINATOR ARE EXCITED TO WORK WITH YOU TO CREATE YOUR PERSONAL BRAND AND HELP YOU STAND OUT IN A CROWD.
The Branding Coordinator will help you schedule an appointment for your personalized branding. From there William Raveis Marketing will design your custom logo and apply it to all of your collateral: • • • • • •
Brochures + Direct Mail Business cards Raveis Web + Mobile Sites Open House Signs + Sign Riders Email Blasts Print + Digital Advertising
Liz is here to help.
Liz Martinez Branding Coordinator Liz.Martinez@raveis.com Office: 203.925.4525
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Other Resources
Elish Telling
Ryan Broderick
Your Personal Transition Concierge Elish.Telling@raveis.com
????? ????? Ryan.Broderick@raveis.com
Matt Lane
Molly Lane
SVP, General Manager Matt.Lane@raveis.com Office: 239.231.3380
SVP, General Manager Molly.Lane@raveis.com Office: 239.231.3380
Neal Harten
Chelsea Garlock
Regional Technology Specialist Neal.Harten@raveis.com C. 239.249.0204 24
Director of Marketing Chelsea.Garlock@raveis.com Office: 239.231.3380
Affiliate Resources
MORTGAGE
Crystal Caley Executive Mortgage Banker Crystal.Caley@raveis.com C. 239.672.0636
Megan Wright Insurance Representative Megan.Wright@raveis.com
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Your Next Steps AS YOU TRANSITION INTO YOUR NEW SURROUNDINGS, WE ARE HERE TO MAKE SURE NOTHING FALLS THROUGH THE CRACKS.
Set an appointment with your William Raveis Loan Officer
Set an appointment with your William Raveis Insurance Representative Check Office Announcements on Raveis365 for the next Company Orientation, Listings and Sales Forms Checklist training and Skill Development classes taught by your Sales Manager, Certified Coach + Mentor.
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Your Growth YOU ARE OUR NUMBER ONE PRIORITY. AFTER YOUR TRANSITION IS COMPLETE, WE WILL HELP YOU TAKE ADVANTAGE OF THE MOST ADVANCED TRAINING IN THE INDUSTRY.
Tom Ferry, Top Business Coach, and Motivational Speaker chats with Bill, Chris and Ryan Raveis about their exclusive partnership
Our office managers and regional SVP’s are certified mentors + coaches. They have the tools and techniques to help you succeed and grow your business. Personalized business planning One-on-one coaching Register for exclusive upcoming events Creating a network Your local management team is here to help
Coco Amar
Nancy Cardone
David Fite
Stephen Jara
RVP, Strategic Growth & Operations Coco.Amar@raveis.com Cell: 239.220.1018
Sales & Business Development North Palm Beach Nancy.Cardone@raveis.com Cell: 561.308.9441
Principal Palm Beach David.Fite@raveis.com Cell: 561.847.0187
SVP, Sales Delray Beach Stephen.Jara@raveis.com Cell: 561.436.1000
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Notes
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Notes
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WELCOME TO OUR FAMILY. WE ARE SO HAPPY THAT YOU HAVE CHOSEN WILLIAM RAVEIS. WE LOOK FORWARD TO HELPING YOU GROW YOUR BUSINESS.
Today. Tomorrow. Together.
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