BHG Executive Real Estate Complete Resource Library

LISTING CONCIERGE SERVICES Better Homes and Gardens ® Real Estate | Exclusive Agent Resource Guide

The BHG Real Estate Listing Concierge Program is designed to help agents maximize every listing's potential — from first impression to final close. Our dedicated concierge team handles the details so you can focus on what matters most: serving your clients and growing your business.

CORE CONCIERGE SERVICES

■ Professional Photography & Media • HDR interior & exterior photography • Aerial/drone photography (FAA-compliant) • 3D Matterport virtual tours • Video walkthroughs & highlight reels • Twilight & lifestyle photography

■ Marketing & Advertising • MLS listing creation & optimization • Syndication to 100+ real estate portals • Targeted social media ad campaigns • Email blast to buyer agent network • Neighborhood just-listed postcards ■ Print & Digital Collateral • Branded property brochures & flyers • Custom single-property websites • Open house signage & directionals • QR code yard sign riders • Agent co-branded digital presentations

■ Home Staging Consultation • Initial staging assessment & report

• Furniture arrangement recommendations • Declutter & depersonalization checklist • Rental staging coordination available • Virtual staging for vacant properties ■ Pre-Listing Repairs & Improvements • Vetted vendor network — fast scheduling • Handyman, painting & touch-up services • Deep cleaning & carpet cleaning • Landscaping & curb appeal enhancements • Deferred maintenance coordination

■ Open House & Showing Support • Open house scheduling & promotion

• Digital guest registry & lead capture • Catered open house options available • Showing feedback collection & reporting • Weekend agent coverage coordination

HOW TO REQUEST CONCIERGE SERVICES

Submit Your Listing Complete the Concierge Request Form in Agent Connect at least 5 business days prior to your listing's go-live date. Consultation Call A dedicated concierge coordinator will contact you within 24 hours to confirm services, timelines, and any special property needs.

Service Coordination Our team manages all vendor scheduling, collateral production, and campaign setup — keeping you informed every step of the way. Launch & Monitor Your listing goes live with full marketing support. Receive weekly performance reports and showing feedback summaries.

ELIGIBILITY & IMPORTANT NOTES

■ Listing Concierge Services are available to all active BHG Real Estate affiliated agents in participating markets. ■ Photography and staging consultations are complimentary for listings at or above the market's minimum price threshold. Contact your broker for local thresholds. ■ Vendor services (cleaning, repairs, staging rental) are billed at negotiated rates and may be advanced through the Concierge program, subject to a signed Listing Agreement. ■ All marketing materials are produced using approved BHG brand standards. Agent co-branding is included at no additional charge. ■ Availability of specific services may vary by market. Your concierge coordinator will advise on local offerings.

Ready to Elevate Your Listing? Log in to Agent Connect → Listing Concierge | Questions? Contact your Broker or call 1-800-BHG-AGNT

Better Homes and Gardens ® Real Estate LLC fully supports the principles of the Fair Housing Act. Each office is independently owned and operated. Better Homes and Gardens ® is a registered trademark of Meredith Operations Corporation licensed to Better Homes and Gardens Real Estate LLC. Equal Housing Opportunity.

6/8/26, 10:39 AM

PinPoint Marketing | Better Homes & Gardens Real Estate

✉️ TARGETED MAILING FLYERS POST CARDS POST CARDS 📬

BETTER HOMES & GARDENS REAL ESTATE Executive Real Estate — East Hartford, CT

EXCLUSIVE SELLER STRATEGY Pin Point Marketing™

🏡

🎯 PinPoint Marketing is BHG Executive Real Estate's proprietary, hyper-targeted approach to connecting your property with the most qualified, ready-to-act buyers — faster and smarter than traditional marketing.

WHAT IS PINPOINT MARKETING Precision- Targeted Buyer Outreach PinPoint Marketing is not spray-and-pray advertising. It is a data-driven, geo-targeted system that identifies exactly who is most likely to buy your home — by location, lifestyle, search behavior, and buying signals — and then delivers your listing directly in front of those people across every platform they use. Rather than listing on the MLS and hoping the right buyer stumbles across it, we go to them . We pinpoint the ZIP codes, neighborhoods, and buyer profiles most likely to purchase your property, then saturate those audiences with compelling, professional marketing.

📍 10,000+

Targeted households reached within a custom radius of your property

72 hrs Average time to first qualified showing after PinPoint campaign launch

⚡

BHG Network National brand recognition with local expert execution in Hartford County

🏆

HOW IT WORKS — STEP BY STEP

file:///C:/Users/amyr/Downloads/PinPoint Marketing _ Better Homes & Gardens Real Estate.html

1/4

6/8/26, 10:39 AM

PinPoint Marketing | Better Homes & Gardens Real Estate

2 GEOGRAPHIC PIN MAPPING Using geo- targeting technology, we "pin" your property and draw a custom radius that captures neighborhoods where buyers are actively searching for homes like yours — locally and regionally.

4 TRACK, REPORT & OPTIMIZE You receive real-time performance reports showing impressions, clicks, inquiries, and showing requests. We actively optimize the campaign weekly to maximize reach and buyer engagement.

DATA- DRIVEN AUDIENCE BUILD We analyze buyer migration patterns, recent sales data, and active search activity to build a custom audience profile of your most likely buyer — by income, family size, commute preference, and more.

MULTI- CHANNEL DEPLOYMENT Your listing is launched simultaneously across Facebook, Instagram, Google Display, Nextdoor, Zillow, BHG.com, and direct mail — all targeted to the same pinpointed audience, all at once.

WHAT'S INCLUDED IN YOUR PINPOINT CAMPAIGN

📸 PROFESSIONAL PHOTOGRAPHY & VIDEO HDR photography, twilight shots, and a cinematic walkthrough video produced by a professional real estate media team — not a smartphone.

🗺️ GEO-TARGETED SOCIAL ADS Custom Facebook and Instagram ad campaigns served to verified buyers within your target radius — filtered by home-search behavior and purchase intent signals.

✉️ JUST-LISTED DIRECT MAIL A full-color, oversized postcard mailed to 500– 1,000 surrounding households within days of listing — targeting neighbors who may know the perfect buyer.

🌐

📊

🤝

file:///C:/Users/amyr/Downloads/PinPoint Marketing _ Better Homes & Gardens Real Estate.html

2/4

6/8/26, 10:39 AM

PinPoint Marketing | Better Homes & Gardens Real Estate

BHG NATIONAL & GLOBAL SYNDICATION Your listing is promoted on BHG.com, Realtor.com, Zillow, Trulia, Homes.com, and 500+ partner portals — with enhanced listing placement and featured status.

WEEKLY PERFORMANCE DASHBOARD A transparent seller report delivered every week showing exactly how many buyers saw your home, engaged with your listing, and requested more information.

AGENT OUTREACH NETWORK Direct email and call campaigns to the top 50 active buyer's agents in Hartford County — ensuring your home is top- of-mind for agents showing homes in your price range.

WHO WE TARGET & WHY IT M AT T E R S The Right Buyer, Not Just Any Buyer Most marketing shows your home to

thousands of people who will never buy it. PinPoint eliminates wasted exposure and focuses your listing budget on people who are actively in the market and a strong match for your property. ✓ Renters in your area — people actively saving to buy who live within 5 miles of your property ✓ Move-up buyers — homeowners in lower price ranges ready to upgrade into your neighborhood ✓ Relocation buyers — professionals transferring to the Greater Hartford area via employer partnerships ✓ Active online searchers — buyers flagged by Zillow, Realtor.com, and Google as actively searching your ZIP code ✓ Life-event triggers — new marriages, growing families, empty nesters — audiences showing home-buying signals

file:///C:/Users/amyr/Downloads/PinPoint Marketing _ Better Homes & Gardens Real Estate.html

3/4

6/8/26, 10:39 AM

PinPoint Marketing | Better Homes & Gardens Real Estate

THE BHG A D VA N TA G E A Brand Buyers Trust. An Agent

🏅 BRAND

📡 NATIONAL REACH Access to the BHG national network of agents, relocation buyers, and partner brokerages across all 50 states.

RECOGNITION BHG is a household name buyers trust. Your home carries that credibility the moment it hits the market under our banner. 🔬 LOCAL EXPERTISE Executive Real Estate brings deep Hartford County market knowledge — pricing strategy, buyer psychology, and negotiation power.

Who Delivers. Better Homes & Gardens Real Estate is one of the most recognized brands in American homeownership — with a trusted audience of over 40 million readers and homeowners. That brand trust opens doors before a showing is even scheduled.

💬 CONSTANT COMMUNICATION You'll never wonder what's happening. Weekly written updates, open-door access to your

agent, and real-time showing feedback.

17 School Street, Glastonbury, CT 06033 (860) 633- 4000 amy.executive@gmail.com

Better Homes & Gardens Real Estate Executive Real Estate

Amy Rios, REALTOR® | REB.0788717

file:///C:/Users/amyr/Downloads/PinPoint Marketing _ Better Homes & Gardens Real Estate.html

4/4

REAL ESTATE LISTING INTELLIGENCE Know Where Every Listing Stands. ListTrac delivers real-time visibility into how your listings perform across every portal, platform, and marketing channel.

500K+ Listings Tracked Daily

150+ Portal & MLS Integrations

98% Data Accuracy Rate

24/7 Real-Time Monitoring

WHAT IS LISTTRAC?

ListTrac is the real estate industry's leading listing performance intelligence platform . Agents, brokerages, MLSs, and portals rely on ListTrac to track exactly how listings are performing — from views and leads to price change reactions and days-on-market trends — all in one unified dashboard. With ListTrac, you replace guesswork with data. Demonstrate your marketing value to sellers, identify underperforming listings before they go stale, and make faster, smarter decisions backed by real-time intelligence.

KEY FEATURES

■ Listing Performance Dashboard • Views, saves, and lead counts per listing • Side-by-side portal comparison • Historical trend lines & benchmarking • Price change impact analysis ■ Automated Alerts & Reports • Instant alerts when activity spikes or drops • Scheduled weekly seller performance emails • Branded PDF reports ready to share • Custom threshold notifications ■ Brokerage & Team Analytics • Office-wide listing health overview • Agent leaderboard & performance ranking • Portfolio-level trend reporting • Broker dashboard with drill-down detail

■ Multi-Portal Syndication Tracking • Coverage across Zillow, Realtor.com, Homes.com & 150+ more • Detect syndication gaps & errors instantly • Time-to-publish monitoring per portal • MLS compliance data integration

■ Seller Transparency Tools • Client-facing listing activity reports

• Shareable market exposure summaries • Listing review & feedback aggregation • Increase seller trust & reduce churn

■ API & Platform Integrations • CRM integrations: Salesforce, kvCORE, Follow Up Boss

• MLS data feeds & IDX compatible • White-label reporting for brokerages • Open API for custom integrations

WHO USES LISTTRAC?

ListTrac | Real Estate Listing Intelligence | www.listtrac.com | info@listtrac.com

■ Agents

Prove your marketing reach to sellers with data-driven activity reports. Win more listings and reduce price reduction conversations.

■ Brokerages

Monitor your entire portfolio in one place. Identify struggling listings early and coach agents with objective performance metrics.

■■ MLSs

Demonstrate the value of MLS membership with aggregated market exposure data. Provide member agents with a competitive advantage.

■ Portals & Vendors

Validate your placement value to brokerages and agents. Show exactly how many views and leads your platform delivers.

"ListTrac completely changed how I present my marketing value to sellers. I can show them exactly how many people viewed their home on every major portal — it's the most powerful tool in my listing presentation." — Top-Producing Agent, RE/MAX

Start Tracking Your Listings Today Request a free demo or activate your account at www.listtrac.com ■ info@listtrac.com ■ 1-800-LISTTRAC

ListTrac is trusted by leading MLSs, brokerages, and portals nationwide. All trademarks are property of their respective owners. Data accuracy subject to portal reporting availability.

ListTrac | Real Estate Listing Intelligence | www.listtrac.com | info@listtrac.com

EXCLUSIVE BHGRE® AGENT PROGRAM | POWERED BY MOOVEGURU® BHGRE Moves ■ Complete Service Guide Everything you need to know — plus step-by-step setup instructions in the Greenhouse

WHAT IS BHGRE MOVES?

BHGRE Moves ■ is a complimentary, fully automated client engagement program exclusively available to Better Homes and Gardens® Real Estate affiliated agents and brokers. Launched in 2020 and powered by MooveGuru, Inc. , the program helps agents offer their buyers and sellers strategically timed, hyper-local savings and concierge services throughout every stage of the moving process — at no cost to the agent or the client. On average, people spend over $10,000 on move-related products and services. BHGRE Moves turns that spend into an opportunity for agents to stay top-of-mind, deepen client relationships, and earn repeat and referral business — all on autopilot.

■ Exclusive Discounts • Home Depot®, Allstate®, ADT®, and dozens more • National, regional & hyper-local offers • Pre-negotiated savings unavailable elsewhere • Offers timed to coincide with the move date

■ Utility Concierge Service

❤■ Customer for Life Program • Automated agent-branded emails continue post-close • Home maintenance & lifestyle offers year-round • Keeps agent top-of-mind between transactions • Perfect for repeat & referral nurturing

• Dedicated concierge connects ALL utilities • One 30-minute call replaces 5+ hours of hold time • Covers electric, gas, water, internet & more • Available in markets nationwide

HOW THE PROGRAM WORKS FOR YOUR CLIENTS

Agent Enrolls Client Agent logs into agents.mooveguru.com and enters the client's name, email, and move date. Takes under 2 minutes. Automated Emails Begin The system sends agent-branded, personalized emails to the client with hyper-local savings offers timed to their move timeline.

Utility Concierge Call A MooveGuru concierge contacts the client to connect all utilities in one 30-minute call — no hold music marathons.

Better Homes and Gardens® Real Estate | greenhouse.bhgre.com | BHGRE Moves powered by MooveGuru®

Ongoing Home Offers The 'Customer for Life' program automatically continues sending home-related offers on the agent's behalf long after closing.

Agent Receives Notifications Agents receive email alerts about their clients' activity and can monitor all enrolled clients via the dashboard.

FEATURED NATIONAL PARTNER CATEGORIES

■ Home Improvement Home Depot®, Lowe's®, and regional hardware & supply retailers ■ Utilities & Services Electric, gas, water, internet & TV — all connected in one call

■ Security & Insurance ADT®, Allstate®, and other home protection providers

■ Moving & Storage Moving truck rentals, portable storage, and packing supplies

■■ Furniture & Décor National furniture chains and home décor retailers

■ Lawn & Garden Landscaping services, lawn care, and garden supply companies

■ Home Services Plumbing, HVAC, cleaning, pest control & appliance services

■ Financial Services Mortgage, title, and homeowner financial product partners

HOW TO SET UP BHGRE MOVES IN THE GREENHOUSE

The Greenhouse (greenhouse.bhgre.com) is BHGRE's exclusive agent extranet — your one-stop hub for tools, training, and resources. Follow these steps to activate BHGRE Moves and enroll your first client.

Better Homes and Gardens® Real Estate | greenhouse.bhgre.com | BHGRE Moves powered by MooveGuru®

Log In to the Greenhouse ■ Open a browser and go to greenhouse.bhgre.com ■ Enter your BHGRE Greenhouse username and password ■ If you are a new agent and have not yet set up your account, contact BHGRE Client Services to receive your login credentials ■ Tip: Bookmark the Greenhouse — you'll use it daily ■ Forgot your username? Contact BHGRE Client Services via the Help Desk link inside the Greenhouse. Navigate to the BHGRE Moves Program Page ■ Once logged in, locate the main navigation menu or use the Greenhouse's intelligent search bar ■ Search for 'BHGRE Moves' or navigate to Agent Tools → Programs & Benefits → BHGRE Moves ■ The Moves program page contains the official launch link, training videos, FAQ documents, and marketing assets ■ Review the FAQ document and Customer Email Timeline to familiarize yourself with what your clients will receive ■ The Greenhouse features a social-style newsfeed and resource library. You can also favorite the BHGRE Moves page for quick future access. Access the MooveGuru Agent Portal ■ From the BHGRE Moves page in the Greenhouse, click the official link to the MooveGuru Agent Dashboard ■ Direct URL: agents.mooveguru.com ■ On your first visit, you will be prompted to create your agent account — use your BHGRE-affiliated email address ■ Complete your agent profile: full name, phone number, brokerage name, headshot (optional but recommended) ■ Your profile information populates all client-facing emails — ensure it is accurate and professional ■ Your MooveGuru account is separate from your Greenhouse login. Keep both sets of credentials saved securely.

Better Homes and Gardens® Real Estate | greenhouse.bhgre.com | BHGRE Moves powered by MooveGuru®

Customize Your Agent Profile & Local Vendors ■ In the MooveGuru dashboard, go to My Profile and upload your headshot and brokerage logo ■ Review your contact details — these appear on every client email sent on your behalf ■ Navigate to Local Vendors to add preferred local service providers (plumbers, cleaners, landscapers, etc.) ■ Adding local vendors personalizes the client experience and strengthens your community expert positioning ■ Review the Current National Advertisers and Categories list (available in the Greenhouse) to understand what discounts your clients receive ■ Agents can customize and add local vendor recommendations to complement the national retailer offers already built into the platform. Enroll Your First Client ■ In the MooveGuru dashboard, click 'Add Client' or 'Enroll New Client' ■ Enter the client's: First Name, Last Name, Email Address , and Move Date (closing date or anticipated move date) ■ Select client type: Buyer or Seller — this determines which email sequence they receive ■ Confirm the client's new property address (if known) to enable hyper-local offers ■ Click Submit / Enroll — the automated email program begins immediately ■ The client receives a welcome email introducing them to the savings program on your behalf ■ Enroll clients as soon as a contract is executed — the earlier they're enrolled, the more timely the offers they receive before, during, and after the move.

Monitor Your Dashboard & Client Activity ■ Return to agents.mooveguru.com at any time to view all currently enrolled clients ■ The dashboard shows each client's enrollment status, move date, and email engagement

■ You will receive automated notification emails when key milestones occur in your clients' move journey ■ To deactivate a client (if they opt out or a deal falls through), locate them in the dashboard and select Deactivate Client ■ Review the training video in the Greenhouse titled 'Navigating the MOVES Dashboard' for a full walkthrough ■ Deactivating a client stops all future emails immediately. Reactivation is possible if needed.

Better Homes and Gardens® Real Estate | greenhouse.bhgre.com | BHGRE Moves powered by MooveGuru®

Market the Program to Grow Your Business ■ In the Greenhouse, download ready-made BHGRE Moves marketing flyers to share with clients at listing appointments ■ Access co-branded social media graphics to promote the program on Facebook, Instagram, and LinkedIn ■ Customize graphics in Canva using the template links provided in the Greenhouse Moves page ■ Mention BHGRE Moves in your listing presentation: 'As your agent, I provide exclusive savings worth thousands — at no cost to you' ■ Share the program with past clients to re-engage your sphere — enroll them in the Customer for Life program ■ All marketing materials are pre-designed to BHGRE brand standards. Co-branding with your name and photo is built in.

PRO TIPS FOR MAXIMIZING BHGRE MOVES

■ Enroll Every Client, Every Time

Make enrollment a non-negotiable step in your transaction checklist — as routine as opening escrow. Agents who enroll clients consistently see the greatest retention and referral rates.

■ Lead With It in Listing Presentations

Position BHGRE Moves as a value-add that sets you apart: 'My clients receive exclusive discounts worth thousands of dollars during their move — and it costs them nothing.' Sellers love hearing this.

■ Re-Engage Your Sphere

Enroll past clients into the Customer for Life program. It's a no-effort way to stay in front of your database year-round without sending generic newsletters.

■ Promote on Social Media

Use the pre-built Canva graphics from the Greenhouse to post about BHGRE Moves weekly. Tag your current clients (with permission) to generate organic buzz and referrals.

■ Follow Up After Utility Concierge Call

Send a personal text or call after your client's utility connection call to check in. This touchpoint is powerful and memorable — most agents skip it.

QUICK REFERENCE LINKS & RESOURCES

■ Greenhouse Agent Portal

Your BHGRE home base — log in here first

greenhouse.bhgre.com

■ MooveGuru Agent Dashboard

Enroll clients, manage dashboard, view activity

agents.mooveguru.com

Better Homes and Gardens® Real Estate | greenhouse.bhgre.com | BHGRE Moves powered by MooveGuru®

Greenhouse → Agent Tools → BHGRE Moves

■ BHGRE Moves Program Page

FAQs, training videos, marketing assets

Greenhouse → BHGRE Moves → Videos

■ Dashboard Navigation Training

Live-recorded walkthrough of the Moves dashboard

Greenhouse → BHGRE Moves → Marketing

■ Social Media Graphics (Canva)

Download or customize branded social posts

Greenhouse → BHGRE Moves → Resources

See exactly what emails your clients receive and when

■ Client Email Timeline

■ BHGRE Client Services Help Desk

For login help, technical issues, or program questions

Greenhouse → Help Desk

Ready? Enroll Your First Client Today. Log into the Greenhouse → Navigate to BHGRE Moves → Click through to agents.mooveguru.com → Add Client Questions? Contact BHGRE Client Services via the Greenhouse Help Desk.

BHGRE Moves ■ is a service mark of Better Homes and Gardens Real Estate LLC. MooveGuru® is a registered trademark of MooveGuru, Inc. Better Homes and Gardens® is a registered trademark of Meredith Operations Corporation licensed to Better Homes and Gardens Real Estate LLC. Each franchise is independently owned and operated. Equal Housing Opportunity.

Better Homes and Gardens® Real Estate | greenhouse.bhgre.com | BHGRE Moves powered by MooveGuru®

Better Homes & Gardens Real Estate | Executive Real Estate New Agent Mobile App Onboarding Download from the Apple App Store or Google Play. Confirm brokerage login credentials before first use.

New Agent App Onboarding Sheet

Use this as the phone setup checklist for newly onboarded agents.

Agent Name: ________________________________

Start Date: __________________

Office: ________________________________

Trainer: _____________________

1. Required Day-One Apps

App

Use

Why the agent needs it

✓

[ ]

BHG Connect

Brokerage hub

Access brand tools, company updates, resources, and internal communication.

[ ]

SmartMLS

MLS access

Search listings, listing data, agent tools, and MLS workflow.

[ ]

ShowingTime

Showings

Schedule and manage buyer showings and seller feedback.

[ ]

Showami

Showing coverage

Find or accept showing assistance when coverage is approved by the brokerage.

[ ]

DocuSign

E-signatures

Send, sign, and manage transaction paperwork.

[ ]

Google Drive

File storage

Store buyer/seller docs, listing photos, PDFs, and onboarding files.

[ ]

Gmail

Business communication and file delivery.

[ ]

Google Calendar

Calendar

Appointments, showings, open houses, inspections, and deadlines.

[ ]

Zoom

Video meetings

Listing appointments, buyer consults, and team trainings.

[ ]

Google Meet

Video meetings

Alternate meeting platform for clients and internal meetings.

[ ]

Canva

Marketing

Social posts, listing flyers, open house pieces, and branded graphics.

[ ]

Regrid

Mapping

Parcel data, property boundaries, and ownership mapping for listings and prospecting.

Setup order: Email first, then calendar/drive, then BHG systems, MLS, ShowingTime, Showami, DocuSign, video meeting apps, and Canva.

2. Lead, Open House & Digital Contact Apps

App

Use

Why the agent needs it

✓

[ ]

Zillow

Leads / search

Consumer-facing listing search and lead follow-up.

[ ]

HomeLight

Lead / referral

Referral or seller-lead platform when assigned.

[ ]

Opcity

Lead routing

Online lead response platform when assigned by brokerage.

[ ]

Open House

Open house tool

Capture visitors and organize open house activity.

[ ] Digital business card QR code/contact sharing for networking and open houses. Only activate lead platforms the agent is actually assigned to. Turn on notifications for lead-response apps once the agent has brokerage approval. Popl

3. Marketing, Networking & Productivity Apps

App

Use

Why the agent needs it

✓

[ ]

Professional network Post closings, market expertise, recruiting content, and agent-to-agent networking.

[ ]

TikTok

Social video

Short-form listing, neighborhood, and education videos.

[ ]

Nextdoor

Local network

Neighborhood visibility and local referral conversations.

[ ]

Claude

AI writing assistant

Draft listing descriptions, captions, client follow-up, and training notes for review before sending

Use these for brand awareness, listing exposure, community content, recruiting visibility, and agent networking. AI-written content must be checked for accuracy and compliance before sending or posting.

4. Optional Property / Listing Prep Resource Apps

App

Use

Why the agent needs it

✓

[ ]

ProjectColor

Color planning

Paint and renovation visualization for sellers.

[ ]

Sherwin-Williams SherMatchPaint matching

Paint color support for listings and improvements.

5. Trainer Verification Checklist

Step New Agent Phone Setup Action

1 Download required apps before the first training appointment.

2 Confirm the agent can log in to email, BHG Connect, SmartMLS, ShowingTime, Showami, and DocuSign.

3 Turn on notifications for Gmail, Calendar, ShowingTime, Showami, DocuSign, and any active lead platform.

4 Create a phone folder named "Real Estate" and place all required apps there.

5 Add brokerage/trainer contact, office phone, MLS help desk, and transaction support contact.

6 Do not save passwords on paper. Use the phone Passwords app or an approved password manager.

Trainer sign-off: ______________________________________ Date: __________________

6/7/26, 12:13 PM

BHG | Moxi RISE Mobile App — Onboarding Guide

BETTER HOMES & GARDENS REAL ESTATE

AGENT ONBOARDING SERIES

WELCOME TO YOUR TECH STACK Get Started with Moxi RISE

📱

Your AI-powered mobile companion for managing relationships, staying on top of follow-ups, and closing more deals — right from your phone.

400K+ Agents Worldwide on Moxi

89% Buyers Would Use Agent Again

AI-First Proactive Daily Guidance

What is Moxi RISE?

★

RISE is MoxiWorks' native AI-powered real estate marketing platform — and it's now in your pocket. Unlike traditional CRMs, RISE doesn't wait for you to ask what to do. It continuously analyzes client behavior, predicts buyer and seller intent, and proactively tells you who to contact and when. The mobile app gives you the same intelligent insights and automated workflows you have on desktop, wherever the day takes you.

💡 BHG Advantage: As a BHG agent, your brokerage has provisioned RISE access for you. Your login is tied to your BHG credentials — no extra subscription needed.

file:///C:/Users/amyr/Downloads/BHG _ Moxi RISE Mobile App — Onboarding Guide.html

1/5

6/7/26, 12:13 PM

BHG | Moxi RISE Mobile App — Onboarding Guide

Download & Install the App

🍎 iPhone / iPad (iOS)

🤖 Android Phone / Tablet

App Store

Google Play Store

Open the

on your iPhone or iPad.

Open the

on your Android device.

Search tab at the bottom.

Tap the 🔍

Search bar

Tap the 🔍

at the top.

Type "RISE by

and tap Search.

MoxiWorks"

Type "RISE by

and tap the search key.

MoxiWorks"

Tap the app by

MoxiWorks — look for

the teal icon.

Select the app published by

MoxiWorks .

Tap GET (or the cloud icon if you've installed it before). Authenticate with Face ID, Touch ID, or your Apple ID password.

Tap Install and confirm any

permission prompts.

Wait for the download and installation to finish.

OPEN .

Tap Open to launch the app.

Wait for the download to complete, then tap

🔑 LOGGING IN FOR THE FIRST TIME On the login screen, enter your BHG work email address as your username. Your password is the same one you use to access the MoxiWorks platform on your desktop browser. Tap Sign In .

First time on Moxi? Visit app.moxiworks.com on a desktop browser first to set up your account password, then return to the mobile app to sign in.

file:///C:/Users/amyr/Downloads/BHG _ Moxi RISE Mobile App — Onboarding Guide.html

2/5

6/7/26, 12:13 PM

BHG | Moxi RISE Mobile App — Onboarding Guide

Key Features at a Glance

🎯

🤖

📧

Top 5 Daily Contacts RISE uses AI to surface the 5 contacts you should reach out to today, with suggested message prompts ready to send.

Proactive AI Guidance The AI continuously monitors engagement signals and tells you exactly what to do next — no guesswork required.

Automated Email Campaigns Personalized campaigns are auto-built for each contact. Review, edit, or approve with a single tap.

🎨

📊

🏡

Property Preference Tracking RISE automatically matches clients with relevant listings based on their behavior and preferences.

Centralized Dashboard

Canva Integration Create and share branded marketing materials directly from RISE using the two- way Canva integration.

Your daily priorities, hot leads, and tasks are all in one organized view so nothing slips through the cracks.

How to Use RISE Daily

🌅 Morning — Check Your Dashboard Open RISE first thing each morning. Your Dashboard will show your daily priorities, any urgent alerts, and an overview of your pipeline. Review the centralized task list to understand what needs attention today. Takes ~2 minutes

📬 Act on Your Top 5 Contacts

file:///C:/Users/amyr/Downloads/BHG _ Moxi RISE Mobile App — Onboarding Guide.html

3/5

6/7/26, 12:13 PM

BHG | Moxi RISE Mobile App — Onboarding Guide

Navigate to the Top 5 section. RISE has already selected your highest-priority contacts based on engagement signals. Each contact comes with a pre-drafted suggested message — review it, personalize if desired, and hit Send . You can also call or set a follow-up task directly from this screen. AI-suggested messages save 30+ min/day 🏠 Browse & Match Listings Tap Contacts and select any client to view their property preferences. RISE will show matched listings it has surfaced for them. You can send a listing directly to a client or add notes about their feedback after a showing. 📣 Review & Approve Campaigns Tap the Marketing tab to see campaigns RISE has prepared for your contacts. Review any pending campaigns, make edits to personalize the copy or design (via the Canva integration), then approve to schedule delivery automatically. 🔔 Respond to Notifications Enable push notifications so RISE can alert you in real time when a contact engages with your content, views a listing, or triggers a behavior signal. Tap the notification to jump straight to that contact and take action while the moment is hot. Turn on in Settings → Notifications

Pro Tips for BHG Agents

📲 Add to Your Home Screen Pin the RISE app to your first home screen page so it's the first thing you see every morning — habit drives results.

🔄 Sync Your Full Contact Database RISE is only as powerful as your data. Import all past clients and prospects — even dormant ones. The AI often finds opportunities in contacts you've forgotten about.

✏️ Personalize Before Sending AI drafts are a starting point. Adding a personal detail ("Hope the kitchen reno is

📅 Set a Daily RISE Routine Agents who check RISE at the same time each morning (8–9 AM) report the highest

file:///C:/Users/amyr/Downloads/BHG _ Moxi RISE Mobile App — Onboarding Guide.html

4/5

6/7/26, 12:13 PM

BHG | Moxi RISE Mobile App — Onboarding Guide

going well!") dramatically increases response rates.

engagement. Block 15 minutes on your calendar as non-negotiable RISE time.

Need Help Getting Started?

Your BHG technology team and MoxiWorks support are both here for you. Reach out any time:

📱 Download on iOS

🤖 Download on Android

🖥️ MoxiWorks Help Center: support.moxiworks.com 📧 BHG Tech Support: techsupport@bhgre.com 📞 MoxiWorks Support Line: 1-888-648-4536

🆘 Get Support

For onboarding webinars and video walkthroughs, visit your BHG agent portal under Training & Resources .

Agent Onboarding Guide — v1.0

file:///C:/Users/amyr/Downloads/BHG _ Moxi RISE Mobile App — Onboarding Guide.html

5/5

BHG BETTER CONNECT

Onboarding Guide Communication App Setup

WELCOME TO

BHG Better Connect Your Complete Communication Platform

This guide will walk you through downloading, installing, and setting up the

BHG Better Connect communication app so you can stay connected with your team.

SECTION 1 | About BHG Better Connect

What is BHG Better Connect?

BHG Better Connect is BHG Financial's enterprise communication platform designed to keep our team connected, informed, and productive. It serves as the central hub for internal messaging, team collaboration, announcements, and real-time communication across the organization.

Platform Highlights

✔ Secure, encrypted messaging — all communications are private and compliant ✔ Team channels — organized by department, project, and location ✔ Direct messaging — one-on-one and group conversations ✔ File sharing — share documents, images, and resources instantly ✔ Mobile & desktop access — stay connected from anywhere ✔ Push notifications — never miss an important update

SECTION 2 | Downloading the App

Step-by-Step: Download & Install

BHG Better Connect is available on all major platforms. Follow the instructions below for your device.

Option A — Mobile Device (iOS / iPhone)

BHG BETTER CONNECT

Onboarding Guide Communication App Setup

Open the App Store Tap the blue App Store icon on your iPhone home screen.

Search for the App Tap the Search icon at the bottom right, then type "BHG Better Connect" in the search bar.

Download Tap GET next to the BHG Better Connect app listing. You may be prompted to authenticate with Face ID, Touch ID, or your Apple ID password. Wait for Installation The app will download and install automatically. This typically takes less than 60 seconds on a standard Wi-Fi connection. Open the App Tap OPEN when the download completes, or find the BHG Better Connect icon on your home screen.

Option B — Mobile Device (Android)

Open the Google Play Store Tap the Play Store icon on your Android device home screen or app drawer.

Search for the App Tap the search bar at the top of the screen and type "BHG Better Connect".

Install Tap the BHG Better Connect listing, then tap INSTALL. Grant any requested permissions to proceed. Wait for Installation The app will download and install automatically. Ensure you have a stable internet connection.

Launch the App Tap OPEN after installation or find the app in your app drawer to get started.

Option C — Desktop (Windows or Mac)

Visit the Download Portal Open your web browser and navigate to: connect.bhgfinancial.com/download

Select Your Operating System Choose either Windows (.exe installer) or macOS (.dmg file) depending on your computer.

BHG BETTER CONNECT

Onboarding Guide Communication App Setup

Run the Installer Open the downloaded file. On Windows, click Run; on Mac, open the .dmg and drag the app to your Applications folder. Complete Setup Follow the on-screen setup wizard prompts. Accept the license agreement and choose an installation location. Launch the Application Double-click the BHG Better Connect icon on your desktop or locate it in your applications to open it.

💡 Tip For IT-managed company devices, your IT administrator may have pre-installed BHG Better Connect. Check your desktop or applications folder before downloading. Contact the IT Help Desk at helpdesk@bhgfinancial.com if you need assistance.

SECTION 3 | Setting Up Your Account

First-Time Login & Account Setup

Once you have downloaded and installed the app, follow these steps to set up your BHG Better Connect account.

Launch BHG Better Connect Open the app on your device. You will see the BHG Better Connect welcome screen.

Sign In with Your BHG Credentials Enter your BHG company email address (firstname.lastname@bhgfinancial.com) and your network password. Complete Multi-Factor Authentication (MFA) You will receive a verification code via text message or your authenticator app. Enter the 6- digit code when prompted. Review & Accept Terms Read and accept the BHG Acceptable Use Policy and Communication Guidelines. Tap or click Accept to continue. Set Up Your Profile Upload a professional profile photo, confirm your display name, job title, and department information.

BHG BETTER CONNECT

Onboarding Guide Communication App Setup

Configure Notifications Choose your notification preferences — you can enable push alerts for direct messages, channel mentions, and announcements. Explore & Connect You are all set! Browse your assigned channels, send your first message, and connect with your team.

Joining Channels & Teams

After logging in, you will be automatically added to your department channel and company-wide announcements. You can also join additional channels:

• Tap or click the + icon in the left sidebar next to Channels • Browse the directory or search by channel name • Select a channel and tap Join to subscribe • You can also be added by a Channel Admin or Manager

Required Channels for All New Employees

📢 #company-announcements — Important updates from BHG Leadership 🏢 #your-department — Your team's primary collaboration space 💬 #general — Company-wide conversation and connection 🆘 #it-support — Technical assistance and IT Help Desk requests 🎉 #welcome — Introduce yourself to the BHG team!

SECTION 4 | Key Features & How to Use Them

Feature Guide

Feature

What It Does

How to Access

Direct Message

Send private one-on-one messages to any BHG team member

Tap the DM icon or search for a colleague's name

Group Chat

Create private group conversations for projects or teams

Tap + New Message > Add multiple recipients

Channels

Join topic-based spaces for team collaboration

Browse Channels in the left sidebar

BHG BETTER CONNECT

Onboarding Guide Communication App Setup

Feature

What It Does

How to Access

File Sharing

Send documents, images, and PDFs directly in chat

Tap the paperclip ( 📎 ) icon in any conversation

Voice & Video Calls

Make audio or video calls to individuals or groups

Tap the phone or camera icon in any conversation

Find messages, files, or people across the platform

Tap the magnifying glass icon at the top

Status Updates

Set your availability (Available, Busy, Away, DND)

Tap your profile photo > Set Status

Notifications

Control alerts for messages and mentions

Settings > Notifications & Alerts

SECTION 5 | Communication Best Practices

BHG Communication Guidelines

BHG Better Connect is an official company communication tool. All interactions are subject to BHG's Code of Conduct and Acceptable Use Policy. Please follow these guidelines when using the platform:

Professional Standards • Maintain a respectful and professional tone in all communications • Use clear, concise language — avoid jargon or ambiguous messages • Do not share confidential client data, PHI, or sensitive financial information via chat • Think before you post — messages are logged and may be reviewed for compliance Effective Communication Tips • Use @mentions to alert specific team members: @firstname or @channel • Use threads to keep conversations organized and reduce channel clutter • Set your status to reflect your availability so colleagues know when you are reachable • Use the correct channel for your message — avoid posting unrelated content • Acknowledge messages with reactions ( 👍 ) to confirm receipt without extra replies

Response Time Expectations • Direct Messages from managers or leadership: respond within 2 business hours • Channel mentions: respond within 4 business hours during business hours

BHG BETTER CONNECT

Onboarding Guide Communication App Setup

• General channel messages: respond within 1 business day • Set an out-of-office status when unavailable for extended periods

SECTION 6 | Troubleshooting & Support

Common Issues & Solutions

Issue

Resolution

Cannot log in

Verify your BHG email and password are correct. Try resetting your password via the SSO portal at portal.bhgfinancial.com. If the issue persists, contact the IT Help Desk. Check notification permissions in your device settings. Go to Settings > Apps > BHG Better Connect > Notifications and ensure they are enabled. Force close the app and reopen it. If the issue continues, uninstall and reinstall the app. Check that your device OS meets minimum requirements. Use the Search function and try their full name or email. They may not have completed their profile setup yet. Contact your manager for assistance.

Not receiving notifications

App crashes on launch

Cannot find a colleague

Messages not loading

Check your internet connection. Try switching between Wi-Fi and mobile data. Restart the app if messages remain unavailable.

Cannot join a channel

Some channels are private and require an invite. Contact the Channel Admin or your manager to be added to restricted spaces. Ensure the app has permission to access your microphone and camera in device settings. Close other apps that may be using these resources.

Audio/video call issues

Contact Support

IT Help Desk

Quick Self-Service Resources

📧 helpdesk@bhgfinancial.com 📞 1-800-BHG-HELP (1-800-244-4357) 🕐 Mon – Fri, 7:00 AM – 7:00 PM ET

🌐 BHG Intranet Help Center 📱 App FAQ: connect.bhgfinancial.com/faq 💬 #it-support channel in Better Connect

BHG BETTER CONNECT

Onboarding Guide Communication App Setup

You're All Set! Welcome to the BHG Better Connect community. We're glad you're here. Stay connected, collaborate boldly, and make every conversation count.

BHG Financial | People. Purpose. Performance.

Agent Onboarding & Technology Guide

Better Homes & Gardens Real Estate | Executive Real Estate Amy Rio, Broker/Owner | BuyExecutive.com | 860-916-6048

Better Homes & Gardens Real Estate | Executive Real Estate

What's Inside This Guide

Concierge Powered by Notable

MoxiWorks Setup

Seller prep financing — zero out of pocket

CRM, contact import & lead flow automation

Distinctive Collection

Customer Satisfaction Survey

Luxury marketing program via Greenhouse

Greenhouse CSS Testimonial Tool

Google #1 Ranking Action Plan

Simply Home / HomeKeepr

Reviews, SEO & local visibility

Post-closing homeowner platform

BHG Magazine Subscriptions

Ordering branded & custom magazines Better Homes & Gardens Real Estate | Executive Real Estate | AmyRio.com

SECTION 1

Concierge Powered by Notable

Zero out-of-pocket seller prep financing — paid at close

What is Concierge Powered by Notable?

The Program Concierge replaced RealVitalize on April 15, 2026. It gives sellers access to up to $50,000 in home prep funding with nothing due until closing. Our franchise is live — agents have full access as signatories to the Joinder Agreement with Notable.

Key Upgrades from RealVitalize

Total vendor freedom — no Angi restrictions

Up to $50,000 funding (not capped by commission)

Agent & seller stay in full control

No third-party project manager

Up to

~1%/mo

Paid

$50,000

+$499

at Close

Funding available

Interest + origination fee

Nothing due upfront

Contact: Amorah Sandberg, Chief Revenue Officer | a.sandberg@notablefi.com | (408) 500-9982

Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 Page 30-31 Page 32-33 Page 34-35 Page 36-37 Page 38-39 Page 40-41 Page 42-43 Page 44-45 Page 46-47 Page 48-49 Page 50-51 Page 52-53 Page 54-55 Page 56-57 Page 58-59 Page 60-61 Page 62-63 Page 64-65 Page 66-67 Page 68-69 Page 70-71 Page 72-73 Page 74-75 Page 76-77 Page 78-79 Page 80-81 Page 82-83 Page 84-85 Page 86-87 Page 88-89 Page 90-91 Page 92-93 Page 94-95 Page 96-97 Page 98-99 Page 100-101 Page 102-103 Page 104-105 Page 106-107 Page 108-109 Page 110-111 Page 112-113 Page 114-115 Page 116-117 Page 118 Page 119

Made with FlippingBook interactive PDF creator