Lesson 1

It's Monday morning. Mark is sipping his coffee and reading up on some news online. He comes across yet another article about the housing market and its inevitable crash. He and his friends have a bet on whether the housing crash or the melting of Greenland will happen first. He has $50 on Greenland.

Adding a Lead

Suddenly his phone rings and he answers it. Apparently some old clients of his had recommended him. Turns out the Christmas gift card was a good idea. The person on the other end of the line introduces herself as Olivia. She has recently won a minor prize in a lottery and is wanting to move out of her parents'. Mark gathers some initial information and says that he will book some showings.

Mark is excited that he gets to use Reach to start tracking this new Lead! Mark goes to his laptop and signs in to Reach.

  1. In the sidebar, Mark clicks on Leads
  2. Mark clicks on the + Add button, located in the top right.
  3. Mark enters information for Olivia
    • First Name is "Olivia"
    • Last Name is "Garcia"
    • Mark clicks on the Add Phone Number and adds "778-555-1234" as a Mobile phone number
    • Mark sets the Lead Type as Buyer
    • Mark sets the Lead Score as Hot because Olivia seems like she is pretty eager to move out
    • Mark scrolls down to the Search Criteria section and adds that Olivia is looking for a House (using the Type dropdown) within $1,500,000 as the Price Min and $2,500,000 as the Price Max with 3 Bedrooms, and 2 Bathrooms
    • Mark enters in the Notes section that she would like to find a place in the next month
    • Mark clicks Save

Mark is pretty excited! Olivia is pretty open during the afternoons this week to go to any showings. After finishing his now cold coffee he starts to look online for any new listings that may have come up recently. He has a pretty good idea of what is currently available but he wants to double check.

Adding an Event

After some searching and phone calls, he has found 2 listings he thinks Olivia will be interested in. After a quick phone call to confirm, she is happy with the appointments. Mark returns to his Reach on his laptop to enter the showing details.

  1. In the sidebar, Mark clicks on Leads
  2. Under the Hot Buyers section, Mark clicks on the the 3-dot More menu in Olivia's row
  3. Mark selects Book Event
  4. Mark clicks on Buyer Showing
  5. Mark enters information for the first showing:
    • Mark leaves the Title as "Showing"
    • Mark sets the Location as "537 Main St"
    • Mark sets the event time as 3-4pm on Tuesday (using Starts and Ends)
    • Mark adds a Notification Reminder for 1 hour
    • Mark clicks Save
  6. Mark clicks on the Book Event button in the 3-dot menu in Olivia's row again (and then Buyer Showing) to book a second showing
    • Title is "Showing"
    • Mark sets Location as "98 Fathom Drive"
    • Marks sets the event time as 1-2pm on Wednesday (using Starts and Ends)
    • Mark adds a Notification Reminder for 1 hour
    • Mark clicks Save

Mark opens up iCal on his phone and sees the two events in his calendar. He is ready to go!

Adding an Event via a Calendar App

Tuesday morning. Mark is out walking his dog and Olivia calls him. She mentions that she found an amazing house that just got listed that morning that she wants to go see at 11am. Mark checks his calendar on iCal and confirms he is free at that time.

NOTE: The following instructions are for the iCal interface

  1. In iCal*, Mark taps on Tuesday to add a new event
  2. Mark enters information for the event
    • Mark sets the title as "Showing"
    • Mark sets the location as "2718 Unaffordable Lane"
    • Mark sets the time as 11-1130am
    • Mark sets the calendar as the Real Estate Google Calendar

*In addition to iCal, you can use any other calendar app that integrates with Google Calendar as well as use Google Calendar directly.

Once Mark finishes his walk, he opens up his laptop and refreshes Reach.

  1. In the sidebar, Mark clicks on Calendar

When Mark looks at the Calendar, he notices that the event that he added into iCal is showing up in Reach! Mark is happy, knowing that he can add and edit events in his iCal knowing that they will show up in Reach.

Associating an Event with a Client

Mark notices that although the new Event he created from his iCal shows up in Reach, it is not associated with Olivia so he decides to fix that.

  1. In the sidebar, Mark clicks on Calendar
  2. In the calendar, Mark clicks on Showing with the location of 2718 Unaffordable Lane
  3. Mark clicks Add Client
  4. Mark selects Olivia Garcia
  5. Mark clicks Save

In the Activity section on the left, Mark now sees that the event is associated with Olivia.

Adding a Buyer Transaction

It's 2 in the afternoon and Mark is having a late lunch. Mark is thinking about the property he and Olivia looked at that morning. Unfortunately, it was out of Olivia's price range, even for a lottery winner. He turns his attention to his phone which just chimed. He sees an iCal* notification for the open house at 537 Main St for 3pm. Mark finishes up his lunch and does some quick chores around the house before heading out to meet Olivia.

*In addition to iCal, you can use any other calendar app that integrates with Google Calendar that has notifications enabled, including Google Calendar in a web browser.

It's Friday, and Mark hears that the offer that Olivia wrote for 537 Main St was accepted! Mark is already thinking up ways that he could use his commission, possibly use it on a nice little family vacation. Before he gets carried away planning a trip in the sun, Mark tracks the accepted offer in Reach. He opens his laptop and signs in to Reach.

  1. In the sidebar, Mark clicks on Leads
  2. Mark clicks on Olivia Garcia
  3. Mark clicks on the Add Accepted Offer button in the details panel
  4. Mark enters the information for the Transaction
    • Street Address is "537 Main St"
    • City is "Vancouver"
    • Province is BC
    • Postal Code is "V8E 4T6"
    • Offer amount is $2,350,000
    • Subject Removal is set for 1 week in the future
    • Mark leaves the Status as a Conditional Sale
    • Mark clicks Save

Mark calls Olivia to tell her the good news. She can't wait to finally move into her own place!

Adding an Event to a Transaction

As Olivia wrote an offer subject to a house inspection, Mark says that he will schedule the inspection and recommends that Olivia come to the property so that the inspector can go over the inspection results with her. After Mark schedules the inspection, Mark opens Reach to keep track of the event.

  1. In the sidebar, Mark clicks on Calendar
  2. Mark clicks on Saturday and clicks on the + Add Event button in the top right
  3. Mark selects General Event
  4. Mark enters the following information for the Event
    • Title is "Inspection"
    • Mark clicks on Add Transaction and clicks on 537 Main St, Vancouver and clicks Select
    • Mark enters the time of the inspection as 2-5pm on Saturday (using Starts and Ends)
    • Note is "Inspection for Subject Removal"
    • Mark enters a Notification Reminder for 1 hour
    • Mark clicks Save

Removing Subjects from a Transaction

It's Monday. Mark and Olivia met the property inspector on the weekend and although the inspector found knob and tube wiring and a family of raccoons in the attic, Olivia decided to look past it because she loves the house so much and thought the idea of raccoons was cute. Olivia just received her lottery winnings that morning and is ready to remove subjects. Mark opens Reach to move the Transaction to the next stage.

  1. While on the Home screen, Mark clicks on the 537 Main St Transaction under Conditional Sales to expand the details
  2. Mark clicks on View Transaction
  3. Mark clicks on the Remove Subjects button
  4. Mark adds the following information to the Transaction
    • Completion is 2 weeks from today
    • Possession is the same as Completion Date
    • Mark clicks Save

Completing a Transaction

After 2 weeks pass, Mark meets Olivia at her new house and hands her the keys. Another happy client! Once Mark gets home he opens Reach to finalize the Transaction.

  1. While on the Home screen, Mark clicks on the 537 Main St Transaction under Firm Sales to expand the details
  2. Mark clicks on View Transaction
  3. Mark clicks on Complete Transaction

Mark is happy that he has fully tracked another client in Reach. Starting at a Lead and ending in a completed Transaction. Now it's time to take that vacation. Hello Aruba!

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