WEBINAR: Top dotoop-Business+ features for a Real Estate Brokerage

Summary

In this Business Plus Admin training, attendees learn about the premium features of the Business Plus product suite, including creating loop templates to streamline transactions and reduce agent training time. The session covers unlimited workflow customization, custom branding for real estate agents, and how to set up templates for various transaction types. The presenter also guides through setting up workflows, automating document fields, and customizing the user interface for branding consistency. The training aims to enhance office efficiency and agent productivity by leveraging Business Plus tools.

Takeaways

• 😀 The training is designed for users of the Business Plus product suite, with a focus on enhancing user experience through efficient transaction management.
• ⏰ The session is brief, lasting only thirty minutes, ensuring a time-efficient overview of the product's capabilities.
• 🔑 A key feature highlighted is the creation of Loop Templates, which streamline the process of initiating transactions by pre-populating necessary documents and tasks.
• 🛠️ The training aims to reduce the time agents spend on administrative tasks and decrease the training time for new agents by leveraging pre-configured templates.
• 🔄 Workflows are customizable in Business Plus, allowing for unlimited configurations compared to the standard Business version, which is typically limited to listing and buying workflows.
• 🏷️ Custom branding is emphasized, allowing users to create a personalized and professional dashboard that aligns with their brokerage's branding.
• 👤 The process of creating Loop Templates is detailed, showing how admins can set up templates that include folders, documents, and tasks, which agents can then use with minimal setup.
• 📑 It's mentioned that creating document packages and task templates in advance simplifies the process of setting up Loop Templates.
• 🔍 The training covers how to customize Loop fields and integrate them with document fields to ensure information auto-fills where needed.
• 📈 The benefits of Business Plus are reiterated, including SSO capabilities and an open API for integration with other systems, encouraging users to upgrade for full access to these features.

Q & A

What is the main purpose of the Business Plus product suite?

The main purpose of the Business Plus product suite is to provide a comprehensive set of tools for real estate professionals to streamline their workflow, reduce the time spent on administrative tasks, and enhance the efficiency of managing transactions.

How do loop templates in Business Plus help agents?

Loop templates in Business Plus help agents by providing a pre-configured set of documents and tasks required for a specific type of transaction, such as listing, buying, or rental. This reduces the time agents spend on creating transactions and minimizes the training time for new agents.

What is the benefit of having unlimited workflows in Business Plus?

Having unlimited workflows in Business Plus allows for the customization of processes specific to various transaction types beyond just listings and buying, such as rentals or commercial transactions. This flexibility ensures that the workflow aligns with the unique needs of each transaction.

How can custom branding be implemented in the Business Plus platform?

Custom branding in Business Plus can be implemented by allowing users to add their company logo and change the background color scheme on their dashboard. This branding extends to shared documents and emails, ensuring consistent representation of the company's identity.

What is the process for creating a new loop template as an admin?

To create a new loop template as an admin, one must first ensure that the necessary document packages and task templates are prepared. Then, within the admin profile, navigate to the templates section and select to create a new template for a specific transaction type. Add folders, documents, and tasks as required, and customize as necessary.

How do agents save time when creating a new transaction using loop templates?

Agents save time by selecting a pre-configured loop template that automatically includes all necessary documents and tasks for the transaction type. This eliminates the need to manually add each document and task, streamlining the process and allowing agents to focus on client interactions and transaction management.

What is the significance of the 'additional documents submitted' stage in workflows?

The 'additional documents submitted' stage in workflows is significant as it allows the workflow to reinitiate the review process when new documents are added to an ongoing transaction. This ensures that all new documents receive the necessary review and approval, maintaining compliance and efficiency.

How can admins ensure that certain documents are always included in a transaction?

Admins can ensure that certain documents are always included in a transaction by marking them as required within the loop template. This setting prevents agents from submitting a transaction for compliance review unless all required documents have been completed and saved.

What is the role of the 'people' section in loop templates?

The 'people' section in loop templates allows admins to pre-assign specific individuals, such as team members or service providers, to every transaction that uses a particular template. This automates the addition of necessary personnel to transactions, enhancing coordination and communication.

How can admins customize the information captured for different roles in a transaction?

Admins can customize the information captured for different roles in a transaction by adding custom fields and roles in the loop template. They can specify the type of information required, such as text, date, or dropdown menus, and label these fields in the relevant documents to enable auto-filling.

Outlines

00:00

😀 Introduction to Business Plus Admin Training

The speaker welcomes participants to a Business Plus Admin training session, highlighting that the session will be brief, lasting only thirty minutes. They encourage attendees to submit questions through the GoToWebinar control panel, where staff is ready to assist. The session aims to inform both new and existing users about the Business Plus product suite. The speaker emphasizes the key features of Business Plus, particularly the creation of loop templates, which are designed to streamline transactions for agents by providing a comprehensive set of documents and tasks needed for various real estate transactions like listings, buying, and rentals. This feature not only saves time for agents but also minimizes the training period for new agents, as the necessary paperwork and processes are already laid out for them.

05:01

🔧 Deep Dive into Loop Templates and Workflows

The speaker demonstrates how to create loop templates, which are pre-configured sets of documents and tasks that can be used by agents to initiate various types of real estate transactions. They walk through the process of selecting a template, customizing it, and adding necessary documents and tasks. The speaker also discusses the unlimited workflows available with Business Plus, contrasting it with the limited options in the regular business version. They explain how workflows are used to manage the progression of paperwork through different stages of approval and compliance within a brokerage. The speaker provides a practical example of creating a listing transaction loop, showing how agents can select a template and immediately have access to all required documents, reducing preparation time and increasing efficiency.

10:01

🖼️ Custom Branding and Document Management

The speaker discusses the importance of branding in real estate and how Business Plus allows for custom branding within the platform. They guide users on how to create a custom branded loop dashboard, ensuring that agents can represent their company professionally. The speaker also covers the process of adding and customizing fields within loop templates, such as adding a 'street type' field, which can then be auto-filled in relevant documents. They explain how to assign these custom fields to specific document fields to ensure that information entered once is automatically populated where needed, streamlining the data entry process for agents.

15:05

🔄 Workflow Stages and Notifications

The speaker delves into the creation and management of workflow stages within Business Plus. They illustrate how to set up stages like 'needs review' and 'manager review', and how to assign notifications to specific team members at each stage. The speaker also explains how to handle resubmissions of documents, guiding users on setting up logic that automatically routes documents to the appropriate stage upon resubmission. This part of the training ensures that users understand how to customize workflows to fit their brokerage's specific processes and communication needs.

20:05

🏢 Leveraging Business Plus for Brokerage Success

The speaker wraps up the training by emphasizing the benefits of Business Plus for both agents and brokerages. They highlight how the platform's features, such as loop templates and custom branding, can significantly reduce the time agents spend on administrative tasks and enhance the brokerage's professional image. The speaker encourages users to take advantage of these features to improve efficiency and provide a better service to clients. They also mention additional benefits like single sign-on (SSO) integration and open API for data sharing with other systems, suggesting that users reach out to the support or sales team for assistance in upgrading or utilizing these features.

25:07

📞 Closing Remarks and Call to Action

In the final part of the training, the speaker thanks participants for their time and invites them to stay for a Q&A session to address any questions. They provide contact information for support and sales, encouraging users to reach out for assistance in upgrading to the Business Plus platform or to get more information about its features. The speaker reiterates the value of the platform in enhancing brokerage operations and agent productivity, and looks forward to future interactions with the participants.

Keywords

💡Business Plus Product

The 'Business Plus Product' refers to a premium suite of tools and features offered by the company to enhance business operations. In the video, it is highlighted as a comprehensive solution that includes creating loop templates, managing workflows, and custom branding. The product is designed to streamline transactions and reduce the time agents spend on administrative tasks, as well as to minimize training time for new agents.

💡Loop Templates

Loop templates are pre-configured sets of documents and tasks that are used to standardize transactions such as listings, buying, and rentals. They are created by admins and brokers to provide agents with a turnkey transaction setup, which reduces the time spent on creating new transactions and ensures consistency across the board. The video emphasizes how these templates can be selected by agents when creating a new loop, automatically populating the necessary documents and tasks.

💡Workflows

Workflows in the context of the video represent the series of steps and approvals required for a transaction to progress through the company's processes. With Business Plus, users have unlimited workflows, allowing for customization beyond just listing and buying transactions. This feature is crucial for managing the flow of paperwork and tasks from agents to admins to managers, ensuring compliance and efficiency.

💡Custom Branding

Custom branding is the ability to tailor the visual identity of the platform to match a company's branding. This includes adding a company logo and customizing color schemes. The video script mentions the importance of branding in real estate and how custom branding can help agents and customers recognize and associate with the company. It's about creating a sense of ownership and professionalism in the digital workspace.

💡Admin Profile

The 'Admin Profile' is a user role within the platform that allows for the management and customization of various settings, including creating loop templates and workflows. The video script instructs admins on how to switch to their profile to access these features, emphasizing the administrative control and oversight that this role provides in configuring the platform to suit the company's needs.

💡Document Packages

Document packages are collections of documents relevant to specific types of transactions, such as listing packets, buying packets, rental packets, or commercial packets. The video script stresses the importance of preparing these document packages in advance to facilitate the creation of loop templates. These packages ensure that all necessary documents are readily available for agents to use when they initiate a new transaction.

💡Task Templates

Task templates are pre-defined sets of tasks that are associated with certain transactions. They help standardize the process and ensure that all necessary steps are included. The video mentions the importance of having these templates ready for admins to incorporate into loop templates, which can then be used by agents to manage their transactions more efficiently.

💡Single Sign-On (SSO)

Single Sign-On (SSO) is a feature mentioned in the video that allows users to log in once and access multiple systems without needing to authenticate each time. This is particularly useful for companies that use various software platforms, as it streamlines the login process and improves security. The video suggests that the Business Plus Product can be integrated into an existing SSO system, enhancing convenience for agents and admins.

💡API Integration

API (Application Programming Interface) integration refers to the ability of the platform to connect and exchange data with other software systems. The video script mentions that the Business Plus Product offers an open API, which means it can be integrated with accounting systems, CRMs, or other tools that a company might use. This integration capability is crucial for creating a seamless workflow and ensuring that data is consistent across platforms.

💡GoToWebinar Control Panel

The 'GoToWebinar Control Panel' is the interface through which participants can interact with the webinar, such as posing questions. The video script mentions that staff is on hand to answer questions through this panel, indicating its importance as a tool for engagement and communication during the training session. It serves as a bridge between the presenter and the audience, facilitating real-time interaction.

Highlights

Introduction to the Business Plus Admin training, emphasizing the 30-minute session and availability for questions.

Explanation of the Business Plus product suite, highlighting its benefits for both subscribed and non-subscribed users.

Introduction to loop templates, showcasing their role in streamlining transactions and reducing agent workload.

Discussion on the reduction of time spent on creating transactions and the minimization of training time for new agents.

Overview of unlimited workflows in Business Plus, contrasting with the limited workflows in the regular business model.

Customization of workflows to fit various transaction types, beyond just listings and buying.

Focus on custom branding in real estate and the importance of a branded Loop dashboard for agents.

Demonstration of creating a loop with a template, highlighting the pre-populated documents for a listing.

Tutorial on creating loop templates for agents, starting with switching to the admin profile.

Emphasis on preparing document packages and task templates before creating loop templates for efficiency.

Step-by-step guide on adding folders, documents, and custom lists to a loop template.

Explanation of how to mark documents as required within a loop template for compliance.

Instructions on adding and customizing roles and people within a transaction using loop templates.

Details on customizing loop fields to capture specific information not provided by default.

Process of linking custom fields in loop templates to specific document fields for auto-filling.

Discussion on creating and customizing workflows, including setting up stages and notifications.

Guide on setting resubmit logic in workflows to manage additional documents in a transaction.

Importance of branding in business, including customizing the dashboard and emails for brand consistency.

Encouragement for users to utilize the features of the Business Plus platform to enhance office and agent efficiency.

Information on upgrading to the Business Plus platform and the benefits of single sign-on (SSO) and API integration.

Closing remarks, thanking participants for their time and offering support through sales, support, or success managers.

Transcripts

welcome to the business plus admin

training thank you everyone for joining

me today today's flight time is going to

be only thirty minutes

feel free to pose any questions again in

that GoToWebinar control panel we have a

staff on hand ready to answer those

questions and let's go ahead and begin

so many of you may have already

subscribed to the business plus product

that we offer and many of you may not so

thank you both parties for joining us

today to learn more about this product

suite a lot of great stuff here and

first let me explain some of the key

features for the business plus product

one of which is the ability to create

loop templates obviously we'll be

digging into that quite a bit but the

idea around loop templates is you as an

admin and broker have the ability to

create a a turnkey transaction to where

the second and agent creates loop

everything that's going to be needed for

that type of transaction listing buying

rental etc everything's there so we're

reducing the amount of time the agents

are spending creating these transactions

we're also minimizing the time that's

necessary for training new agents

starting out in a brokerage because

you've gone ahead and done some of this

legwork for them we'll also be taking a

look at your workflows and many of you

should know what workflows are

essentially what happens after an agent

turns in paperwork to the office as that

paperwork's being passed along through

the admins hands to the managers hands

for approval and compliance with

business plus you have unlimited

workflows with regular business you are

limited just to typically listing and

buying clearly we all know that there's

other transaction types so business plus

does allow you to customize those

workflows to be specific to those types

of transactions it will also take a look

at custom branding so in real estate

obviously branding is is number one we

want to make sure that everybody knows

hey I'm I'm a you know an outstanding

agent with you know company XYZ so we

want to make sure that you guys know how

to create a custom branded loop

dashboard okay first thing I want to

show you is is obviously just like many

cooking shows I'm going to show you a

finished product

and then I'm going to show you how to

cook it okay so essentially after you

the manager no ways create a loop

template I'm logged in as just a regular

agent and I'm going to create a loop

obviously I'm going to click and give

that loop a name so let's say we're

doing a listing for 709 West Piero's way

and here I'm given the option to select

a template and again these are already

been prepared by my managers and admins

and I'm simply going to tell the system

right now as I'm creating the loop what

type of transactions is so if I select

listing transaction and create loop

watch what happens the second this loops

opens up all the documents I'm going to

need for this listing already here ok as

you can see the listing type are listing

for sale type has already been assigned

that's just a few less clicks that I

need to you know move past in order to

concentrate on what's actually needed

for this transaction if I scroll down I

can see that my admins and managers have

already created a couple custom lists

for myself as well as the front-desk to

ensure that this transaction is

successful ok so at this point if you're

keeping Kali or you know looking at your

time as an agent you know I've already

skipped you know maybe 10 minutes of

adding documents maybe you know 10 15

minutes of adding tasks I can

immediately go to the people section

start adding my clients and start

filling out documents ok so that's the

idea around the loop templates now let's

actually take a look and see how easy it

is to create these loop templates for

your agents in your office first of

which obviously I need to switch over to

my admin profile in one key thing that

we want to make sure for those of you

who may not be aware or not know whether

you're on the business plus pro platform

or just regular business if you switch

to your admin profile we will display

business plus or just business in the

top left hand corner so for those of you

on your shore quick and easy way to

identify that right on the surface ok so

within the business plus admin profile

I'm going to go to my templates section

and this is where we can create these

these loop templates etc before I open

and start creating these loop templates

one thing that I do want to make sure

that I have completed already is looking

at my document section to make sure that

I have the correct document package

created such as listing packets buying

packets rental or commercial packets

preparing these ahead of time is going

to make the the process of creating the

loop template much more easier okay

also make sure that we have our task

templates awesome those look good so

let's go ahead and take a look at one of

the loop templates that I've already

created so as the agent I introduced and

brought in this loop or the listing

transaction

loop type you can see here those

documents that I brought in those

different folders that I have all those

tasks etc okay so so this is the way to

customize what what you want your agents

to see every time if I were to create a

brand new loop template I'm going to go

ahead and select a transaction so let's

go ahead and say this is going to be

another listing type create template and

here is a blank loop template ready

ready for me to add that specific info

okay so if we start at the top obviously

we want to bring in and introduce a

listing folder so clearly I'll click

that add folder button I can give that a

name let's go ahead and call that

listing folder I can set the workflow

that essentially when an agent goes to

submit this file to the office it's

already going to know what type of file

this is so let's go ahead and call that

a listing review and let's add my

documents now when I click add documents

the reason we wanted to make sure that

these listing packets and buying packets

are already created is the fact that I

can just go ahead and grab

and I can click select all and add what

do you know all those documents are

ready to go now if we ultimately are

going to need or want for organizational

purposes additional folders we do have

that opportunity so let me go ahead and

and let's create a offer folder just so

when we do receive offers we have a nice

place for that to go and I don't have to

worry about that at the backend okay I

of course can add any offer paperwork I

need maybe I want to add some

placeholders for when we do receive

offer paperwork as long as they exist in

the document section you can add them to

the loop template okay

you do have the ability to mark certain

documents as required so essentially by

saying that an agent would not be able

to submit a file to the office for

compliance

unless this document has been filled out

and saved within dot loop okay obviously

I can rename documents as such in

accordingly okay I can add a little

description so if I click edit I can

actually explain to my agents what this

document is for or what purpose it

serves maybe it's you know name

something that the MLS names you guys

don't call it that internally maybe you

want to give a little description as to

what that document is referenced to in

the office if I scroll down we can

really get to some some levels of

customization that is going to benefit

you in the agents according to your

office so again we can add these

templates actually let's live with the

people if there's any transactions that

require an individual to be added that

may not be an admin maybe it's a member

of the accounting team of the finance

team you can add them by default here to

where they're added to every single

transaction that the agent chooses this

loop template for okay so super easy to

do full name email give them a role very

much like the adding of people in within

a loop I can pull in some of the loop

templates that I've created already so

again I can go ahead and say seller's

checklist

I can say first time let's go ahead

closing paperwork and front desk we can

go ahead and add those three okay I can

do further customization of adding these

obviously I have the ability to shuffle

these to place them in the proper order

to again guarantee my agent success with

this I can scroll down you notice that I

have the ability to add roles so there's

ever any situation or any type of

transaction that requires any other role

than what we provide to you maybe a

photographer or maybe you know a certain

type of inspector you do have that

ability to add that role here simply

type that in so inspector okay and I can

click on that and I have the ability to

expand on what information I want to

capture for this inspector so by default

email and name are by default provided

for you inherited for you I have the

option to add field so maybe I want

their company name okay I have the

ability to tell the system what type of

field that I want this information be

captured by so is it's just a text field

a date field or maybe I want to provide

a drop-down of the four or five

different inspector companies home

inspection companies that we work with

let's go ahead and leave it as a blank

text field that way my agents have that

ability to fill that information in okay

and of course I can add as much

information I want it for this person so

maybe I want phone number etc okay if I

scroll down we also have the ability to

customize our loop field so if I open

these up here this should look familiar

to a lot of you that this is what we

call or you'll find this information in

the view details page of every single

loop a lot of you should be familiar to

the

and a lot of you are probably at one

point in time saying I wish I could add

XYZ as a field here that that way I can

capture this information from my agents

well you can do that today so for

example maybe in property address DA

Luke doesn't provide an option for maybe

street type Street types a good one we

can add that create does a text field

now that's going to be displayed and in

front of you for your agents to to input

that information maybe Street Direction

etc okay scrolling down we have some

contract dates maybe I want to add an

occupancy date here etc under geographic

description and property this may be

applicable to some parts of the country

to where you might want to capture

something that might not be conducive to

the rest of the 50 states obviously the

reason why we didn't include it here

okay so long story short here guys if

you have documents that da loop isn't

pre-populating or auto filling enough

information for you you can actually

create a loop template that essentially

does populate 100% of that document

given that you put a little legwork in

here okay now for these documents or for

these piece of information that we want

to capture clearly adding them here

isn't going to just autofill that

information already what we need to do

is go back to a document where this

information is applicable and assign

those fields that would autofill this

information so let me go ahead and save

this obviously that's a very important

crucial part of this after I enable it I

can then make my way over to the

documents section and pull up a document

that requires a street type within any

of those fields so if I click on for

example the success management or let me

go to my listing packet Strine the

exclusive listing contract

and let's say that this field right here

is where we want to make that that

street type information autofill well we

click on it in the top left hand corner

it'll say either no label or if it has

already been labeled obviously what

information would be pulling in here and

all I need to do is click more and now I

have the ability to search for street

type as an option to populate so if I

click search Street type sure enough

there it is I select that hit apply and

now if I click back on that field sure

enough that's going to autofill with the

street type information as my agents are

putting that info into the loop okay

super easy

obviously the steps again if I want to

want to ensure that you guys know what

I'm talking about first we we go to

loops we add those custom fields okay to

the loop section down here at the bottom

so again I use the example of street

type under property address I save that

information I then immediately went to

the document section open up that

document where that information was

little clickable and I've added that as

a label to the field where I wanted that

to populate so super easy guys so we get

any a lot of questions about this

everyone loved it let us know how much

you love it by the question section in

the GoToWebinar control panel love to

hear some of the feedback okay let's go

ahead and let's look at some workflows

so again in the template section we have

workflows on the left and again I

mentioned the the business product only

having the limited to workflow options

here in business plus you have unlimited

workflows okay so for example listing

and reviewing or I'm sorry listing and

buying you have the ability to maybe

create a a rental or a lease workflow

and of course we're going to be starting

out from scratch so if I look over maybe

it's a listing or buying just to get an

example I can see all the different

stages that this could potentially go to

or or maybe people that the paperwork

would pass through so for example under

listing or I'm sorry rental review I'm

going to go ahead and add my first stage

and that's always going to be that needs

review stage so if you guys think about

if I was an agent in your office and I I

had a physical packet of paper that was

going to turn in well the first thing I

do is I walk in the door and hand that

to somebody and that's going to be

typically just a needs review stage now

Who am I essentially giving that folder

to okay so here off to the right I do

have some options in this drop-down and

I have the ability to set notification

as to who I want to receive this

notification so if I look down my list I

can go ahead and assign that to Dana as

she's our front desk person that makes

sure that nothing is going to be

submitted and I'm not going to hand this

off to my manager until every piece of

paperwork is here so I can go ahead and

select Dana for that admin role I can

add another stage and maybe this is

going to be the manager review portion

okay and again I can go to notifications

and tell the system who I want to

receive that so Anne is our manager I

can go ahead and select that okay

a few stock stages here would probably

be return to agent approved obviously

maybe dead deal might be one etc okay

this is again a way to customize this to

be the natural language that you guys

speak with in your offices so if you

guys call this maybe a falling through

or fell through a dead deal exactly you

know call it whatever you want okay just

remember

you have the ability to set those

notifications now one thing once I

create this this stage and I go to

notifications by default it's going to

be marked as notify immediate admins

guess what that means everybody on my

list is going to get that email okay we

obviously don't want to bombard focus

emails that have no part in this process

so make sure that you are indeed

selecting the proper folks by the

drop-down notification not only do we

have the ability to assign folks to get

these these emails you also have the way

to tell the system if an agent again if

they click Submit review have that

changed the stage naturally so right now

again needs review is the default so

again if I was the agent in your office

I click Submit to review that default

stage is applied and it's always going

to go to need to review well let's say

IV agent submitted some paperwork it's

gone to the needs review Oh a the office

administrator she approves everything

and sends it over to the manager to

review our manager reviews it everything

looks good and she marks it as approved

well here I am I have a few more

documents that I've now introduced into

this transaction of course I need that

that that paperwork to be reviewed again

so if I just click Submit to review it's

not really going to do anything it's not

going to automatically go back to needs

review just because I selected this

submit to review so what I'm going to do

is I'm going to add another stage here

called additional documents submitted

and I'm going to take

approved stage which would be where my

paperwork is currently and I'm going to

choose to set some resubmit logic and

this is simply telling the system okay

we're in this stage if the aging clicks

submit to review what do you want this

to then go to okay so I'm going to click

resubmit logic tells me I don't have a

stage just yet I'm going to change this

to additional documents submitted I'll

hit save and you can see off to the

right of approved on submit change

status to additional documents submitted

and that way or at this point I probably

notify that admin again who I notified

for the initial my front desk girl Dana

and saved so again the process as an

agent I submit something goes to needs

review perfect

she then kicks it over to the manager

awesome she approves it I introduce more

documents the agent they just click

submit to review again it's going to go

to additional documents submitted

notifying again our front desk admin

letting her know additional documents

has been submitted not not needs review

right so she's going to get a prompt

knowing okay I've already reviewed some

of this paperwork now I just need to

look at that that you know those

documents that have not been reviewed

just yet okay obviously once you have

the notifications and all the stages

created that you want obviously we're in

click enable and now that would be an

option for to be chosen when the agents

click Submit to review awesome all right

and the last thing that I want to talk

about today before I close with with

some closing remarks is branding again

we want to make sure that everybody in

your market agents admin or I'm sorry

brokers clients customers everybody

knows who you work for right we want to

make sure that you're your front of mind

and your company's front of mind at all

times so to

your custom branding you're going to go

to your profile drop-down and you're

going to go to my accounts I then I'm

going to find my admin profile over here

perfect now in this top banner I have

the ability to include my company logo

as well as changing my background color

for my dilute color scheme so let me go

ahead I'm going to add a quick logo real

quick let's use this one alright we're

number one and I can go ahead and maybe

try to match that color scheme the best

I can

colors are not my strong suit so let's

go ahead and say that fits our primary

and secondary colors for our office and

this is what my dashboard is going to

look like so give a sense of ownership

to your dashboard and make you feel like

your own ok the great thing about this

is not only going to be seen by you and

your agents when you share documents out

to your customers and co-op agents your

emails will also be branded so again

making sure that your yeah the documents

are going to be branded I apologize if I

said that but your emails will be

customized and and everybody will know

your your brokerage awesome a few other

things that I do want to mention here

again you can replace that logo and

change that background color as often as

you want but again I do want to

emphasize if you guys are on the

business plus platform right now please

take advantage of the turnkey options

that you have with the loop templates

I'm sure the second that you create this

and show your agents that when they

click and create a loop all they need to

do is choose that template they're going

to be in love with it ok they're

reducing the amount of time spending in

preparation and again is

much time much time reducing the the

amount of training that's going to be

necessary to learn and get on board with

da loop so if you have any of those

folks that say I don't have an hour to

learn dot loop well take five minutes

and share with them and show them just

adding a template when they create a

loop 90% of the work is going to be done

for them for those of you who are not on

the business plus platform as of right

now and if you did enjoy what you just

learned today please reach out to either

your success manager or sales team reach

out to our sales team will get you yeah

or call into support either way five one

three two five seven zero five five one

we'll make sure that we direct you to

the proper folks that way you can

upgrade to the business plus platform

and the sales number is going to be easy

to remember it is five one three two

five seven zero five five two okay so

give us a call we can obviously upgrade

you to take advantage of these great

features two things that we did not talk

about that is required for business plus

is our ability to create an SSO for you

so a single sign-on so if you guys have

a host or a mother site that you guys

your agents go to to launch other

systems or programs we do have the

capability of including dot loop in that

SSL as well we do have an open API so if

you guys want da loop information and

data to cycle over to any other systems

whether it be accounting or you know our

CRM anything like that we do have a

capability of integrating with those

type of systems okay so a lot of value

and a lot of a lot of capability is

possible with the business plus platform

and I want to make sure that you guys

are taking advantage of every aspect of

it and

adding value to your office and adding

value to your agents other than that

that's all I had for you guys today I

greatly appreciate your time thank you

for participating and sending any

questions we'll stick around here for

the next few minutes to make sure any of

those questions or all of those

questions are being answered for you so

if you like to stick around fire those

questions away otherwise give us a call

either at support at sales or your cuffs

are your success coach success manager

and we'll go ahead and get you upgraded

and take advantage of these features on

that thank you guys have a terrific rest

of your day and we'll talk soon