New Agent Monday's

New Agent Monday's

K E L L E R W

I L L I A M S

R E A L T Y myTransactions The Basics

We will start at 2:00 PM (Central Time) myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 myTransactions Manage your loops the way you manage your business. myTransactions: Change is Coming

BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Loop Index: The Home Page Grid View myTransactions: Change is Coming BREAKOUT CLASS TITLE

List View SLIDE <#> May 21, 2013 Loop Index: The Home Page myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#>

May 21, 2013 Loop Index: The Home Page myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Create Loop

myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Create Loop myTransactions: Change is Coming BREAKOUT CLASS TITLE

SLIDE <#> May 21, 2013 Create Loop myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013

Adding Documents myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Editing Documents Version Now myTransactions: Change is Coming

BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Editing Documents Version Now myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#>

May 21, 2013 Editing Documents Attachments myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Signing Documents

myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Share Documents myTransactions: Change is Coming BREAKOUT CLASS TITLE

SLIDE <#> May 21, 2013 Share Documents myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013

Client View myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Client View myTransactions: Change is Coming

BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Cooperating Agent View myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#>

May 21, 2013 Loop Details Page myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Submit for Review

myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Submit for Review myTransactions: Change is Coming BREAKOUT CLASS TITLE

SLIDE <#> May 21, 2013 Loop Summary Global navigation myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013

Loop Actions Progress Meter Messages Loop Details myTransactions: Change is Coming Notifications

BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Folder Actions Create folder Folders myTransactions: Change is Coming

BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Folder Actions Folder Options myTransactions: Change is Coming

BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Document Actions Status Tag myTransactions: Change is Coming BREAKOUT CLASS TITLE

SLIDE <#> May 21, 2013 Share Documents Document shared with Document messages myTransactions: Change is Coming BREAKOUT CLASS TITLE

SLIDE <#> May 21, 2013 Loop Summary: People myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013

Messages myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Loop Summary: Tasks myTransactions: Change is Coming

BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Activity Log myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#>

May 21, 2013 Global Tasks myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Permissions and Access Rights

4 simple rules: 1. Anyone can add people, documents, tasks to a loop. 2. Anything you add to a loop is private until you share it. 3. Anyone can share anything that they have access to. 4. No one can see who you invite to a loop or share with (unless you introduce them). myTransactions: Change is Coming BREAKOUT CLASS TITLE

SLIDE <#> May 21, 2013 Account Conversion What you need to know: 1. When you upgrade, all data is carried over intact. 2. All loop types are converted to one simple loop type, with offer loops converted into document folders under the parent listing loop.

3. The conversion is one-way; once you upgrade you cant revert back. 4. If you dont upgrade but engage with someone who has either by inviting them into a loop or being invited into a loop you will both be working inside the upgraded loop type for that loop. 5. If you upgrade your account it only affects your account. If a broker dashboard

user in your office upgrades their account, it will affect everyone in that market center. myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Mobile App myTransactions: Change is Coming

BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013 Mobile App myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#>

May 21, 2013 Support Resources Edge myTransactions Roadmap myKW.kw.com > Technology > eEdge > Roadmap > myTransactions KWRI eTraining Webinars Live: myKW.kw.com > Technology > KW Tech Ambassadors > Webinars On-Demand: kwconnect.kw.com > Agents > Technology Training > eEdge-myTransaction s eEdge Leadership Page

(includes Upgrade Guide download) myKW.kw.com > Technology > eEdge Leadership Weekly Technology Update emails Look for these at the beginning of every week, sent from KWRI: Technology Team myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013

myTransactions Coming Spring 2013 myTransactions: Change is Coming BREAKOUT CLASS TITLE SLIDE <#> May 21, 2013

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