ii. Verify the Relitix MLS feed/correct association – Relitix integration info below. iii. Get super user access to accounts not currently available. iv. Right size accounts in all states as needed. 1. Delete - Douglas/Saugatuck, Houghton 2. Merge South Haven data into St Joseph – delete South Haven
3. Campaigns
1. Current Set Up –
i. Campaigns are touches via email, text and/or phone call. ii. Several campaigns are out of date. iii. Do we need so many campaigns in each account?
2. Recommendations – i. Admins and TLs work very closely on which campaigns are assigned to which recruit - Admin meets with the TL on a regular basis to talk about the tasks that have been completed/need to be done. ii. Audit of current campaigns in all offices
1. Administration works with Brokerage to right size current campaigns (which campaigns to get rid of, which ones need updated, do we need new ones?) 2. Administration works with Marketing to get campaigns approved and updated and added to BrokerKit.
4. Relitix Integration 1. Here are the fields that BrokerKit is importing from Relitix in BrokerKit with BrokerKit field on the left and the description of Relitix field on the right:
Name
Description
Agent ID
The Relitix ID of the agent (unique to MLS)
MLS
The RESO ouid of the MLS
First Name Last Name Office ID Cell Phone
Agent first name Agent last name
MLS OfficeKey value for agent current office.
Agent mobile phone
Office Address Office Email Active Listings
Address of current office
Agent email
Active listing count on Last Updated date
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