InstructorRobert Crawford
TypeOnline Course
Certificate75% of quiz marks
PriceFree

Congratulations on taking the next step in your explosive Real Estate career.

This course will give you the necessary information and tools to begin your journey with WE ARE REALTY. The lessons contained within this course will teach you how to set up your account within our proprietary CRM software, Give you the necessary details and contact information to process transactions and show you how to use powerful tools to grow you pipeline and revenue.

By the end of this course you will have the knowledge to successfully manage your Real Estate C.R.M and drastically increase your business. Included in this course are several important skills need to be a successful real estate professional, including:

Work From the Cloud

We developed our powerful software to work on any device from your smartphone to your desktop.

Build Relationships

Every aspect of our CRM is based around building your relationship with your leads and contacts.

Market by Locations

The only geographically focused CRM which allows you to track every action and marketing campaign by location.

Consistent Action

Our smart marketing capabilities allows you to create action plans and execute them automatically.

Lead Generation

Our smart advertising allows you to get attention online or offline to grow your pipeline.

Business Management

Powerful tools to manage your team, transactions and every other area of your business from one place.

 

The course is taught by Robert Crawford, a seasoned Los Angeles Real Estate Broker and the founder of WE ARE REALTY Inc.

 

Section 1Introduction
Lecture 1IntroductionFree Preview

Welcome to the WE ARE REALTY C.R.M!

 

Congratulations on taking the next step in your explosive Real Estate career.

This course will give you the necessary information and tools to begin your journey with WE ARE REALTY. The lessons contained within this course will teach you how to set up your account within our proprietary CRM software, Give you the necessary details and contact information to process transactions and show you how to use powerful tools to grow you pipeline and revenue.

Included in this course are several important skills need to be a successful real estate professional, including:

Work From the Cloud

We developed our powerful software to work on any device from your smartphone to your desktop.

Build Relationships

Every aspect of our CRM is based around building your relationship with your leads and contacts.

Market by Locations

The only geographically focused CRM which allows you to track every action and marketing campaign by location.

Consistent Action

Our smart marketing capabilities allows you to create action plans and execute them automatically.

Lead Generation

Our smart advertising allows you to get attention online or offline to grow your pipeline.

Business Management

Powerful tools to manage your team, transactions and every other area of your business from one place.

The course is taught by Robert Crawford, a seasoned Los Angeles Real Estate Broker and the founder of WE ARE REALTY Inc.

By the end of this course you will not only have the blueprint to successfully manage your Real Estate C.R.M.

Lecture 2Profile SetupFree Preview

Profile Setup

 

There are three major parts of your profile within the software system. These include the public profile that is visible to any web user, a profile that is available to yourself and team members and your profile settings page.

  • – Profile Settings
  • – Broker Settings
  • – Integrations
  • – Billing

 

Integrity and ethics are the backbone of this entire business and the great people it serves. All agents, independent contractors and trainees are expected to uphold the highest code of ethics. All partner agents are required to abide by the National Association of Realtor ethic standards and comply with a local, state and federal laws.

Create an Account

Registering for a partner account will give you instant access to the CRM software.

If your account will be part of a team, please notify your manager to add your account under the team options page.

Click here to create an account

Profile Settings

Your profile tells your story to the public and contains your key information that will be used throughout the site. Add and edit your personal details such as your name, company name, address, preferred language and your main phone numbers.

You can even write a bio in the about section that will display on your public profile. Click here to edit your profile.

Broker Settings

All Partner Agents are expected to follow and adhere to all local, county, state and federal laws in their area of business. This includes using telemarketing, email and direct mail tools within the WE ARE REALTY Inc system.

Integrations

Professional communication with clients, employees and other associates of WE ARE REALTY Inc. is expected. Partner Agents are required to keep record of communications with Clients, especially when directly related to a transaction.

Billing

Professional communication with clients, employees and other associates of WE ARE REALTY Inc. is expected. Partner Agents are required to keep record of communications with Clients, especially when directly related to a transaction.

Lecture 3SupportFree Preview

Support

Our Brokerage was designed to be mobile and virtual from the beginning. That doesn’t mean we don’t understand the importance an office environment. The best solution we discovered was allowing each agent to decide how they want to run their business. Many agents work from a home office and prefer it that way. Others want a communal work environment or a private office space with meeting rooms. We have solutions for all of the above.

Education Portal

The education portal, which you are currently using, contains courses and lessons that will give you the tools and knowledge to excel with your business. 

Explore courses designed to be easy to understand and get you actionable knowledge that can be used immediately to increase your income. Courses are available in several categories including real estate, sales, time management, marketing and many more.

Knowledge Base

We have formed a Corporate partnership with all Regus and Affiliated Brand locations through-out Southern California.

Show your WE ARE REALTY business card to get free lounge access at Regus locations world-wide with discounted rates for agents and teams looking for a permanent office.

For any questions or issues with our Regus Partnership, our corporate contact for Regus is…

Go to the Knowledge Base
Lecture 4Referral CodesFree Preview

Referral Codes

 

Our system allows you to create a unique identifying keyword that will be used on the end of client links. When a link to a property or the site is shared with a referral code, our system will recognize that user originated from your account and customize the experience.

Share with Clients

Share WE ARE REALTY with your friends and clients to make sure you are the only agent that shows up while they search properties.

Share with Professionals

Share WE ARE REALTY Partners with Professionals to receive a passive income of 25% of the net income generated for the lifetime of the account. If they end up upgrading, you’ll get 25% too, every single month. Everybody wins!

Credits will automatically be applied to your account as payments are successfully made. Amount is based on WE ARE REALTY net income, not gross. Once your account has reached a minimum of $20, payments will be made to your billing address and account on file. Please see our Terms and Conditions for further information.

Customize Referral Code

Share WE ARE REALTY with your friends and clients to make sure you are the only agent that shows up while they search properties. Customize your referral code here.

View Referral Page
Lecture 5Get VerifiedFree Preview

Get Verified

 

Certain aspects of the WE ARE REALTY software is available to verified partners only.

Requirements to become a Verified Partner:

  • – Active Real Estate License in the U.S.
  • – A member of the National Board of Realtors
  • – An Employing license Real Estate Broker
  • – Agree to the WE ARE REALTY Partner Terms

If these requirements are met, a manager will process the application and facility the transfer of your Real Estate Brokerage license. 

Benefits of Verified Accounts

Once verified, this allows your profile to be visible on the public client end of the website(s) and Apps. Verified Partners get additional benefits which include:

  • – Referral Code Branding
  • – Visibility in their selected territory
  • – New Client Leads
  • – Public Agent Profile Page
  • – Client Reviews

How to Verify Your Account

Verifying your account is a simple three step process. 

Step 1 – Log into your WE ARE REALTY PARTNER account
Step 2 – Go to the Verify Account Page
Step 3 – Enter your License details
Step 4 – Enter your territory details for Lead Generation
Step 5 – Agree to the WE ARE REALTY Partner Agreement

If you do not have a WE ARE REALTY C.R.M. log in, please email partners@wearerealty.com

 

Learn More
Lecture 6BrandingFree Preview

Branding and Theme Options

 

The CRM and Client portal can be customized to your brand needs. Select colors, layouts, company details and logos to give your team a unique experience.

Theme Options

We can help design and coordinate the printing of your business cards. Choose and place your business card order here.

Company Options

The WE ARE REALTY C.R.M. is the only system that lets you automatically print and send postcards with just a few clicks. This begins by creating a front and back postcard graphic that will be used when sending. Our in-house designers are here to help set up and create postcards for your business use using our WE ARE REALTY postcard templates. We may also help to design custom postcards at an additional cost.

Section 2Clients
Lecture 7Add ContactFree Preview

Add Contact

 

Contacts are the central focus of the WE ARE REALTY CRM. There are several ways to add contacts into your database within the system. This includes importing several contacts at once, syncing contacts with your google account and adding contacts individually.

How to Add a Contact

Creating a new contact (also referred to as “Lead”, “Client” or “Customer”) is simple and can be created from any page within the Partner CRM.

Step 1 – Login to your Partner Account

Step 2 – Click the “Add Contact” or “New Lead” button located in the header menu.

Step 3 – Enter the details and required fields then click “save”

Lecture 8Import ContactFree Preview

Import Contact

Access to the client portal is managed by setting up and linking an email address in order to create a unique login and profile for your client. This login profile can be created by the client themselves by registering the account after visiting your referral link or can be set up by a team member.

How to Create a Client Login

  1. – Login to WE ARE REALTY PARTNERS
  2. – Go to the contact’s profile page
  3. – Click on the Profile tab > Access tab
  4. – Add a Contact and enter the details
Lecture 9Sync ContactsFree Preview

Sync Contacts

Being able to access and edit your contacts on your smartphone, computer and iPad is critical to the modern agent. Our software allows you to connect all your devices to ensure they sink effortlessly. The best way to accomplish this is by connecting a google account.

How to Sync Devices

Our system will automatically update your database by following the simple steps below. Partners using a iPhone or iPad device may need to download a free third-party app to help with the synchronization process.

Step 1 – Connect a Google Account

Step 2 – Install Contacts Sync to iOS devices

Step 3 – Create or Edit a contact on your device or the WE ARE REALTY CRM


NOTE: Our system runs automatic updates every 12 hours for google accounts. New contacts or changes will be synced at that time.

Lecture 10LeadsFree Preview

Leads

Access to the client portal is managed by setting up and linking an email address in order to create a unique login and profile for your client. This login profile can be created by the client themselves by registering the account after visiting your referral link or can be set up by a team member.

How to Create a Client Login

  1. – Login to WE ARE REALTY PARTNERS
  2. – Go to the contact’s profile page
  3. – Click on the Profile tab > Access tab
  4. – Add a Contact and enter the details
Lecture 11Lead SourcesFree Preview

Lead Sources

Lead sources are a great way to track the origination of your contacts/leads within your account. When creating a new contact, selecting a lead source is required. 

Lead sources can be customized by the Account Owner or Manager. Lead sources can be added or modified by a manager at any time and will be visible to all team members.

Lecture 12Lead StatusFree Preview

Lead Status

 

Access to the client portal is managed by setting up and linking an email address in order to create a unique login and profile for your client. This login profile can be created by the client themselves by registering the account after visiting your referral link or can be set up by a team member.

How to Create a Client Login

  1. – Login to WE ARE REALTY PARTNERS
  2. – Go to the contact’s profile page
  3. – Click on the Profile tab > Access tab
  4. – Add a Contact and enter the details
Lecture 13Contact GroupsFree Preview

Contract Groups

 

Contact groups are a great way to categorize your leads in order to easily filter them for marketing campaigns in the future.

Contact Groups can be customized by the Account Owner or Manager. Contact Groups can be added or modified by a manager at any time and will be visible to all team members with the account. 

How to Add or Modify a Contact Group

  1. – Login to WE ARE REALTY PARTNERS
  2. – Click the “Setup” button on the left aside menu
  3. – Click on the Customers > Groups
  4. – Add of Modify a Group

The benefits of contract groups is the ability to easily filter contacts for actions, email campaigns, call lists and other uses. 

Lecture 14Client AccessFree Preview

Client Access

 

Access to the client portal is managed by setting up and linking an email address in order to create a unique login and profile for your client. This login profile can be created by the client themselves by registering the account after visiting your referral link or can be set up by a team member.

How to Create a Client Login

  1. – Login to WE ARE REALTY PARTNERS
  2. – Go to the contact’s profile page
  3. – Click on the Profile tab > Access tab
  4. – Add a Contact and enter the details

 

 
Lecture 15Client WebsiteFree Preview

Client Website

Access to the client portal is managed by setting up and linking an email address in order to create a unique login and profile for your client. This login profile can be created by the client themselves by registering the account after visiting your referral link or can be set up by a team member.

How to Create a Client Login

  1. – Login to WE ARE REALTY PARTNERS
  2. – Go to the contact’s profile page
  3. – Click on the Profile tab > Access tab
  4. – Add a Contact and enter the details
Lecture 16The Client AppFree Preview

The Client App

the WE ARE REALTY native mobile app gives your clients a easy way to find the right property. Available on Google Play and the Apple App Store for free. 

Benefits of the Client App

  • – Unique Branded Client Experience
  • – Show as the only agent as your clients browse
  • – Residential and commercial property
  • – Two-Way Agent Chat

  • – Save Searches
  • – Push Notifications
  • – Mortgage Calculator
  • – Save Favorites

The Client App was designed as a tool for our Partner Agents. It provides a branded experience to your clients if you are the assigned agent or shared your referral link. This will give you visibility and two-way chat features to provide unparalleled customer service to your clients. 

Have the visibility to see which properties your clients are viewing, give them the freedom to favorite the top choices and book a showing time that will be convenient for them.

Section 3Property
Lecture 17The Smart MapFree Preview

The Smart Map

 

Unlike other CRM systems, WE ARE REALTY is built on the foundation of real estate. This allows you to easy track, edit and market to properties.

This allows you to easily create marketing farms, manage listings and track each and every property you want.

Our property import function allows you to import any amount of property records and have them show up in your CRM system. In most cases, Partners input title records from their local title rep. Our software will map each record and give you instant access to all the property data.

How to Access the Smart Map

  1. – Login to WE ARE REALTY PARTNERS
  2. – Click on the Property menu tab and click on the Map

 

 
Lecture 18Property ProfilesFree Preview

Property Profiles

 

Property profiles are one of the key features of the Real Estate CRM. Each parcel and address can have their own property profile page. This page will display the property details, characteristics and other features that are associated with the property. 

Some details are universally available, such as address and lot size. While other are unique to the user and account owner such as property owner data and notes.

This allows you to easily create marketing farms, manage listings and track each and every property you want.

Our property import function allows you to import any amount of property records and have them show up in your CRM system. In most cases, Partners input title records from their local title rep. Our software will map each record and give you instant access to all the property data.

How to Add a Property

  1. – Login to WE ARE REALTY PARTNERS
  2. – Click the Add Lead or Add Contact button in the side menu or Go to the property page and click the “plus” icon
  3. – Enter the address of the property and additional details then click save
  4. – Review the property page and take action

 

 
Lecture 19Add PropertyFree Preview

Add Property

Unlike other CRM systems, WE ARE REALTY is built on the foundation of real estate. This allows you to easy track, edit and market to properties.

This allows you to easily create marketing farms, manage listings and track each and every property you want.

Our property import function allows you to import any amount of property records and have them show up in your CRM system. In most cases, Partners input title records from their local title rep. Our software will map each record and give you instant access to all the property data.

How to Add a Property

  1. – Login to WE ARE REALTY PARTNERS
  2. – Click the Add Lead or Add Contact button in the side menu or Go to the property page and click the “plus” icon
  3. – Enter the address of the property and additional details then click save
  4. – Review the property page and take action

 

 
Lecture 20Add ListingsFree Preview

Add A Listing

 

Our property import function allows you to import any amount of property records and have them show up in your CRM system. In most cases, Partners input title records from their local title rep. Our software will map each record and give you instant access to all the property data.

How to Add a Listing

  1. – Login to WE ARE REALTY PARTNERS
  2. – Click to the My Listings Page and click  the add listing button
  3. – Enter the listing details
  4. – Review the listing details and deploy
 
 
Lecture 21Import PropertyFree Preview

Import Property

 

Unlike other CRM systems, WE ARE REALTY is built on the foundation of real estate. This allows you to easy track, edit and market to properties.

This allows you to easily create marketing farms, manage listings and track each and every property you want.

Our property import function allows you to import any amount of property records and have them show up in your CRM system. In most cases, Partners input title records from their local title rep. Our software will map each record and give you instant access to all the property data.

How to Import Property

  1. – Login to WE ARE REALTY PARTNERS
  2. – Go to the Property Import page
  3. – Upload the Property Records File
  4. – Wait for the import to complete

 
NOTE: Large files may take a considerable amount of time to load, please be patient. Files may take up to 24 hours to display on the smart map.

In order to map each property record correctly, we must get the Longitude and Latitude record. We accomplish this automatically in the background using certain API requests.Unfortunately, each API request costs a fee from our service provides. This is why our system will charge a fee of $0.001 per property record in order to map. Properties with a longitude and latitude included in the datafile will not be billed.

Below is the property import page. This page allows you to either drag & drop or click to upload a file. The file should be a .csv with columns for each datafield.

 

 
Once a file has completed the import process, you will be notified by email and alerts.
 
 
PAYMENT: Please note, if a property location is not currently in your system, we may charge $1 for every 1,000 imports in order to properly look up the longitude and latitude of each address. A verified billing method is required to import files.
 
Lecture 22Saved Searches
Lecture 23Mass Updates
Lecture 24Mass Actions
Lecture 25Call Lists
Lecture 26My Listings
Section 4Actions
Lecture 27Actions
Lecture 28The Power Caller
Lecture 29Call Lists
Lecture 30Email
Lecture 31Email Campaigns
Lecture 32Letters
Lecture 33Postcards
Lecture 34Text Messaging
Lecture 35Action Plans
Lecture 36Goals
Lecture 37Templates
Section 5Upgrades
Lecture 38Introduction
Lecture 39Owner Lookup
Lecture 40Text Messaging
Lecture 41Phone Numbers
Lecture 42Teams
Lecture 43Market Alerts
Lecture 44Inside Sales Associate
Lecture 45Administrative Assistant
Section 6Transactions
Lecture 46Create a Transaction
Lecture 47Members
Lecture 48Files & Folders
Lecture 49Milestones
Lecture 50Compliance
Lecture 51Expenses
Section 7Finance
Lecture 52Invoices
Lecture 53Create an Invoice
Lecture 54Expenses
Lecture 55Payments
Lecture 56Reports
Section 8Utilities

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