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LEVERAGING ADVERTISING AND TECHNOLOGY TO SCALE YOUR BUSINESSDerrick Coates, Tierra Antigua Realty

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Meet our presenter

DERRICK COATESPremier Agent

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A little background…

Started doing real estate full time2004

1995 Purchased my first investment property

Moved to an independent brokerage2016

25

50

75

100

125

150

2013 2014 2015 2016

CLOSED TRANSACTIONS

150+

124114

78

Projected

Began advertising on Zillow2013

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Your own passion will create your success!

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Scale your business

Invest in more online advertising to generate more leadsLeverage tools and technologyto maximize productivity

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More online LEADS

More online ADVERTISING

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Investing more in Premier Agent advertising

Began advertising in 2013 with an initial investment of $110

Advertise in 3 ZIP codes

Handle 100+ monthly leads

Convert 6.6% of those leads

Connect 2x a month with business consultant

TODAY…

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Maximize productivity withtools and technology

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Customer Relationship Management (CRM) System

A CRM helps you manage all your contacts to sustain both short-term and long-term conversion goals

Stay organized

Respond quickly

Manage contact data

Keep in touch

Send drip campaigns

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Instant lead alerts

Notifications providing important details on the lead, including:

• Name• Contact info• Property details

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Auto-replies for Zillow/Trulia inquiries

Auto-response email sent when I can’t respond immediately.

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Lead segmentation + follow-up tasks

Custom tags for lead type

Assigned follow-up tasks

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Long-term nurturing through email touchpoints

Customizable templates sent ~2x month

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Share information

Easily share leads and information with my:

Premier Lender

Coordinators

…and others

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Transaction management

Go digital

Stay organized

Exchange documents securely

Communicate quickly

Save time

Transaction management software isessential for managing a high volume of transactions

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Transaction management

Edit

Share

eSign

Manage

Store

vs.

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Dotloop keeps all parties “in the loop”

Buyside

Sellside

THE LOOP

Editing Sharing Signing Managing Storing

All parties using the most current version of a document

OFFER ACCESS

VERSION

1VERSION

2VERSION

3VERSION

NOW

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Dotloop keeps all parties “in the loop”

Buyside

Sellside

THE LOOP

Editing Sharing Signing Managing Storing

All parties using the most current version of a document

OFFER ACCESS

VERSION

1VERSION

2VERSION

3VERSION

NOWStay in the loop, everywhere you go.

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Success is finding the right balance…

Advertising Technology People Commitment

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