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My Agent Page Explained

The My Agent Page is a customizable landing page that acts as a business card,
mini-website, and more for your personal brand. It centralizes your professional
information, calculators, and links in one spot. Adding the link to this page in
your email signature, social bio links, and print materials can significantly
enhance your online presence.



Features of My Agent Page

 * Profile Picture and Logo: Upload a professional photo and company logo.

 * Contact Information: Display your name, title, email, phone number, and a
   short bio.

 * Calculator Links: Include buttons for the Seller Calculator and Buyer
   Calculator.

 * Social Media Links: Add links to your social media profiles and other
   essential URLs.

 * Accent Color: Customize the page's accent color to match your brand.



Benefits of Using My Agent Page

 * Professional Online Presence: Present a cohesive and professional digital
   profile.

 * Easy Sharing: One-click sharing on social media or via direct links.

 * Centralized Information: Consolidate all important links and tools in one
   place.



Additional Resources

For additional help, see the help section on this feature.



———

Need something else?

If you need anything more, see our help docs or reach out to support directly.



Add Your Link To Bio

Build your brand and passively get leads by adding your link to your Agent Page
to your email signature, Instagram's bio link, LinkedIn, and more!

Sharing to My Agent Page

To share and link to your Agent Page, please navigate to the My Agent Page and
follow these steps:

1. Copy the Link: Click the “Copy Link” button to copy it to your clipboard.

2. Share on Social Media: Click the “Share on Social Media” button to open the
share screen. Choose the platform you want to share with and follow the prompts.

3. Add to Email Signature: Paste the copied link into your email signature.

3. Include in Social Bios/Profiles: Add links to your social media profiles and
other branded materials.



Additional Resources

For additional help, see the help section on this feature.



Using the Seller Calculator

The Seller Calculator is a simplified version of a Seller Net Sheet designed to
be simple for consumers to use and help capture leads for you.



Follow these steps to use the Seller Calculator:

1. Navigate to the Lead Calculators: In the LeadCapture, visit the “Leads
Calculator” page and click “Seller Calculator.”

2. Enter Property Details: Provide the address of your home, asking or sale
price, and total mortgage payoff amount.

3. Enter Contact Information: Prompt the user to enter their contact details.
This information will be captured as a warm lead in the My Leads section.

4. Generate Estimate: Click on “Generate Estimate.” The estimate will include
Seller Net Proceeds, Title & Escrow fees, Recording and Transfer fees, Mortgage
Payoffs, and Broker Commission.

5. Customize Fields: If needed, the user can adjust the Real Estate Commission
and other preset fields. These are set using defaults set by the Title Company.

6. Request Contact: If the user wants you to contact them, they will click the
“Discuss with” button. This will notify you via email and mark the lead as a Hot
Lead in the My Leads area.



Additional Resources

For additional help, see the help section on this page.



Using the Buyer Calculator

The Buyer Calculator works similarly to the Seller Calculator, which is designed
to be simple for consumers to use and help capture leads for you.



Follow these steps to use the Buyer Calculator:

1. Navigate to the Lead Calculators: In the LeadCapture, visit the “Leads
Calculator” page and click “Buyer Calculator.”

2. Enter Property Details: Provide the dream home address, purchase price, and
down payment amount.

3. Enter Contact Information: Prompt the user to enter their contact details.
This information will be marked as a warm lead in the My Leads section.

4. Generate Estimate: Click on “Generate Estimate.” The estimate will include
Due At Closing costs (Down Payment, Lender Fees, Title & Escrow fees, Recording
& Transfer fees, Impounds) and Monthly Costs (Principal & Interest, Property
Tax, Home Insurance, and HOA Dues).

5. Customize Fields: If needed, the user can adjust the Down Payment Percentage,
Interest Rate, and Loan Term. These are set using defaults set by the Title
Company.

6. Request Contact: If the user wants you to contact them, they will click the
“Discuss with” button. This will notify you via email and mark the lead as a Hot
Lead in the My Leads area.



Additional Resources

For additional help, see the help section on this page.



Marketing Materials Explained

Marketing Materials in LeadCapture include a variety of infographics, flyers,
and social media images that you can share, download, or print. These materials
help you grow your business by keeping your communication professional and
relevant. There are a few dozen materials available, with more being added
regularly. Some flyers are customizable, allowing you to adjust the information.
Each flyer comes in two designs: Flyer (standard 8.5x11 paper format) and Social
Media (designed to fit in social media newsfeeds). Learn more about Flyer vs
Social Media. If you are looking for additional materials, let us know!



Types of Marketing Materials:

 * Customizable Infographics: Visual representations of data and information
   that can be shared on social media or used in presentations.

 * Flyers: Printable materials that can be distributed physically or via email.

 * Social Media Images: Graphics designed specifically for sharing on social
   media platforms.



Benefits of Using Marketing Materials:

 * Professional Communications: These materials help you present information in
   a clear and professional manner.

 * Customizable Content: Tailor the content to suit your audience and specific
   needs.

 * Increased Engagement: Regularly sharing these materials keeps your audience
   engaged and informed.

 * Grow your Social Channels: Continue to grow your audience on social media
   with relevant and engaging content.
   
   

Additional Resources

For additional help, see the help section on this feature.



———

Need something else?

If you need anything more, see our help docs or reach out to support directly.



My Leads Explained

The My Leads page is where you can view all potential leads collected from the
calculators. This page is a table with various columns, allowing you to filter
and sort to find exactly what you need. The leads are categorized into two
types: Warm and Hot. Warm leads have completed the calculator but haven’t
requested contact. Hot leads have explicitly requested that you contact them.
Learn more about Hot vs Warm Leads.



Features of My Leads

 * Lead Table: View all leads in a structured table format.

 * Lead Status: Identify leads as Warm or Hot.

 * Contact Information: View contact details provided by the lead.

 * Activity Tracking: See the last activity performed by the lead.
   
   

Benefits of Using My Leads

 * Efficient Lead Management: Keep all your leads organized in one place.

 * Prioritize Follow-Ups: Easily identify which leads need immediate attention.



Additional Resources

For additional help, see the help section on this feature.



———

Need something else?

If you need anything more, see our help docs or reach out to support directly.



Lead Calculators Explained

LeadCapture offers two consumer-facing calculators: Seller
Calculator and Buyer Calculator.

These tools are simplified versions of the Seller Net Sheet and Buyer Estimate,
respectively. They can be shared with a social media image, making them
discoverable to potential customers. These calculators are designed to generate
leads from your social media and through the My Agent Page.



Seller Calculator

The Seller Calculator estimates the net proceeds from selling a property. It
asks for the property address, asking or sale price, and total mortgage payoff
amount. The generated estimate includes details like Seller Net Proceeds, Title
and escrow fees, Recording and Transfer fees, Mortgage Payoffs, and Broker
Commission. Learn more about the Seller Calculator Tool.



Buyer Calculator

The Buyer Calculator helps potential buyers estimate the costs associated with
purchasing a property. It asks for the dream home address, purchase price, and
down payment amount. The estimate includes details like Due At Closing costs,
Lender Fees, Title & Escrow fees, Recording & Transfer fees, Impounds,
and Monthly Costs such as Principal & Interest, Property Tax, Home Insurance,
and HOA Dues. Learn more about the Buyer Calculator Tool.



Additional Resources

For additional help, see the help section on this page.



———

Need something else?

If you need anything more, see our help docs or reach out to support directly.




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