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Gary Palmer
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Agent Elite Max: The Power of Instant Follow-Up And Automatic Lead Nurturing
Published September 17th, 2024 by Gary Palmer
The Power of Instant Follow-Up And Automatic Lead Nurturing Video Transcript 00:00Welcome to the first video in our series where we'll take a closer look at each feature of the Agent Elite platform step by step. Today we're diving into how the platform gives you the power of instant follow-up and automatic lead nurturing. Now, when you first start
Design Studio: Creating and Sending a Post Card
Published August 30th, 2024 by Gary Palmer
Creating and Sending a Post Card Your browser does not support HTML5 video. Video Transcript 00:01In today's video we're going to talk about how to generate a postcard, get it printed, and get it shipped directly to your customers directly through the Design Studio. To get started click on real estate templates on the left hand side and scroll down
Design Studio: Creating a Social Media Banner
Published August 29th, 2024 by Gary Palmer
Creating a Social Media Banner Your browser does not support HTML5 video. Video Transcript 00:00In previous videos, we've talked about how important social media is as part of your marketing strategy. One of the most overlooked aspects of your social media branding is your social media page. A great way to make sure that you're branded properly on a
Max Basics - Tasks and To-Do Features
Published October 18th, 2024 by Gary Palmer
Tasks and To-Do Features Your browser does not support HTML5 video. Video Transcript 00:00Welcome back. In this video, you'll learn how to use the Tasks feature in the CRM to manage your leads more efficiently. So to get started, let's go to your lead list and select one of your leads. Let's go ahead and choose John, for example. Now imagine you've
Max Basics - Automating Birthday And Transaction Anniversary Greetings
Published October 23rd, 2024 by Gary Palmer
Automating Birthday And Transaction Anniversary Greetings Your browser does not support HTML5 video. Video Transcript 00:00Welcome back. In this video, you'll learn how to use the CRM to automate birthday and transaction anniversary follow-ups. So let's jump right in. To get started, you need to make sure that your leads have either their birthday o
Agent Elite Max Team Platform: Easy Lead Distribution
Published October 4th, 2024 by Gary Palmer
Easy Lead Distribution Video Transcription 00:00Welcome back. This is the fifth video in our series about the Agent Elite Max platform. In this episode, we'll discuss one of the key features of our team CRM, lead routing. If you manage a team of agents, this feature is a game changer for automating and organizing your lead distribution. And everythi
Design Studio: Customizing a Property Flyer
Published February 5th, 2024 by Gary Palmer
Customizing a Property Flyer Video Transcript 00:00In this video, we're going to talk about how to customize the flyer that we built in the last video. If you didn't see that video, you should definitely go back and watch it first. So the first thing you're going to do is hover over the design you want to modify and click edit. Once it loads up, you
Design Studio: Creating an Email Newsletter
Published August 28th, 2024 by Gary Palmer
Creating an Email Newsletter Your browser does not support HTML5 video. Video Transcript 00:01In today's video, we're going to go over the steps it takes to generate a newsletter using the Agent Elite Design Studio. 00:09get started click on the real estate templates on the left hand side and select email newsletter campaigns. Now you're gonna see a
Design Studio: Setting up your Account
Published February 5th, 2024 by Gary Palmer
Setting up your Design Studio Account Video Transcription 00:00Welcome to the Agent Elite Design Studio. In order for you to get the most out of the Design Studio, we first need to set up your account information. 00:11To get started, let's click on your name in the upper right-hand corner. Now select the account tab, and in the secondary menu, sel
Design Studio: Creating Your First Design
Published February 5th, 2024 by Gary Palmer
Creating your First Design Video Transcription 00:01Now that you've set up your Design Studio account, let's get your first design started. So in the left-hand column, you'll see a list of the design template categories that are available. There's mortgage templates, real estate templates, and of course, specialty design packs. For this case, let's
Design Studio: How to Add a Co-Branding Partner
Published February 5th, 2024 by Gary Palmer
How to Add a Co-Branding Partner Video Transcript 00:01One of the great things about the Design Studio is that it's easy to co-brand your referral partnerships. Start by adding your referral partners into the Design Studio. To do this, click on your name in the upper right hand corner and then in the drop down menu select account. And in the sub men
How to Update Password
Published April 23rd, 2024 by Gary Palmer
Easily update your password from the User Portal Account screen. Log in to your User Portal at my.agentelite.com Change Password Once logged into the User Portal, click your name (Account Name) in the upper right-hand corner: Once on the account screen, you will click the “Update Password” link on the left-hand side. A pop-up will appear with step
Agent Elite Max: Maximizing Results by Mastering Your Lead List
Published October 2nd, 2024 by Gary Palmer
Maximizing Results by Mastering Your Lead List Video Transcription 00:00Welcome back. This is the fourth video in the Agent Elite Max series. And in this one, you'll dive deeper into your lead list. So let's jump right in. From your dashboard, you can easily access your lead list by going to the left-hand sidebar and just hover over the lead list bu
Design Studio: Creating Holiday Social Media Posts
Published September 6th, 2024 by Gary Palmer
Creating Holiday Social Media Posts Video Transcript 00:01The Agent Elite Design Studio makes it super easy to generate high quality social media posts for the holidays. If you're like me, you want to send out high quality greetings for all of the major holidays, but sometimes you get busy. So what I do is generate all of my holiday social media pos
Design Studio: Creating a Branded Custom Business Card
Published August 27th, 2024 by Gary Palmer
Creating a Branded Business Card Video Transcription 00:01In today's video, we're going to talk about how to make a custom-branded business card using the Agent Elite Design Studio. To get started let's go ahead and select the real estate templates from the left-hand column and select the business card section. Now you'll see a lot of different busi
Design Studio: Using the Online Print Shop
Published September 10th, 2024 by Gary Palmer
Using the Online Print Shop Your browser does not support HTML5 video. Video Transcript 00:00One of the questions that we get most frequently from customers is how does the online print shop work? Today i'm going to go over that with you The first thing that I need to do is I need to open up a project to print So i'm going to scroll down my projects
Design Studio: Creating Easy Social Media Posts
Published September 5th, 2024 by Gary Palmer
Creating Easy Social Media Posts Your browser does not support HTML5 video. Video Transcript 00:01In today's video, I'm going to show you just how easy the design studio makes creating social media posts. So there's social media post templates in all of our template packs. But today I'm actually going to use our specialty design packs and I'm going
Design Studio: What are Specialty Designs?
Published February 7th, 2024 by Gary Palmer
What are Specialty Designs? Your browser does not support HTML5 video. Video Transcript 00:00The Agent Elite Design Studio is a lot more than just a flyer maker. It's designed to complement all of your marketing needs. Let's take a look at what's found in the specialty design packs. Now, both the beach fives and the boutique editorial categories are
Design Studio: Creating and Using an Email Signature
Published August 28th, 2024 by Gary Palmer
Creating and Using an Email Signature Video Transcript 00:02In this video, we're going to talk about how to create an email signature using the Design Studio. So let's start by clicking on Real Estate Templates and go down to Email Signatures. Now you'll see a handful of designs pop up. Choose whichever one you like. I'm going to go with this one. A
Max Basics - Batch Editing Leads in Max
Published October 21st, 2024 by Gary Palmer
Batch Editing Leads in Max Your browser does not support HTML5 video. Video Transcript 00:00Welcome back. In this video, you'll learn how to batch edit leads to streamline your CRM workflow. So let's dive right in. First, go to your lead list. So from the performance dashboard on the left-hand side, click the lead list icon. To select the leads you
Max Basics - Creating Custom Market Reports
Published October 17th, 2024 by Gary Palmer
Your browser does not support HTML5 video. Video Transcript 00:00Welcome back. In today's video, you're going to learn how to create custom markets on your website. And you can use these to send market reports and saved searches to your customers. It's really simple. First, you'll start by going to the Agent Elite Performance dashboard. And at the t
Getting Started with Agent Elite
Published December 8th, 2023 by Gary Palmer
Congratulations on making the smart decision to partner with Agent Elite. At the beginning of our journey together let's outline the steps required to get the most out of your Agent Elite platform. Onboarding Intro Appointment This is where the magic starts! Once you have completed the purchase process you will ideally have been transferred to the
Max Basics - Restoring Deleted Leads
Published October 24th, 2024 by Gary Palmer
Restoring Deleted Leads Your browser does not support HTML5 video. Video Transcript 00:00Welcome back. In this video, you're going to learn how to reactivate deleted leads. So let's get right to it. From the Performance dashboard, you can access your lead list by clicking Lead List in the left hand column. Now once that loads, you'll notice that the
Max Basics - How To Filter Leads
Published September 27th, 2022 by Gary Palmer
Using Tags and Filters to Sort Leads Video Transcription 00:02To get the most out of your lead list, you can use filters to target specific clientele. Because this is a brokerage lead list, multiple agents may be involved, and you can filter by agents if you're looking to focus on specific leads. For instance, if you only want to see on assigned lea
Max Basics - Manually Adding a Lead in the CRM
Published September 27th, 2022 by Gary Palmer
Manually Adding a Lead in the CRM Video Transcription 00:00In this video, you're going to learn how to add a lead to your CRM. To do that, you'll need to access your CRM. There's a couple of ways to do that. You can click on the favorites tab at the top of the screen and then select my leads, or you can simply click the view leads button on the dash
Agent Elite Max: Easy and Effective Email Blasts and Newsletters
Published September 18th, 2024 by Gary Palmer
Easy and Effective Email Blasts and Newsletters Video Transcription 00:00Welcome back. In this video series, we're exploring the key features of the Agent Elite Max platform, a powerful tool designed to help agents maximize lead potential, save time, grow their business faster, and close more deals. In a previous session, I covered marketing automat
Design Studio : Creating a Listing Presentation
Published September 5th, 2024 by Gary Palmer
Creating a Listing Presentation Your browser does not support HTML5 video. Video Transcript 00:00 In this video, we're going to discuss how to create a listing presentation using the Agent Elite Design Studio. So to get started, let's go to the left hand column and let's go to the real estate templates. Okay let's scroll down to the listing presenta
Agent Elite Max: Performance and Activity Dashboard
Published September 20th, 2024 by Gary Palmer
Clear and Concise: Performance and Activity Dashboard Video Transcription 00:00Welcome back. This is the third in our video series about the Agent Elite Max platform. Today we're going to dive into the Performance and Activity dashboard. This is where you get a real-time overview of your website's activity, leads, and overall business performance.
Design Studio: Creating a Virtual Background for Zoom
Published September 10th, 2024 by Gary Palmer
Creating a Virtual Background for Zoom Your browser does not support HTML5 video. Video Transcription 00:00One of the biggest changes that you've likely noticed in the real estate industry since COVID is that more and more of your meetings are actually happening virtually. You're using platforms like Zoom and Google Meets and other similar tools to
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