Epay
The 25th of the month
What is the epay sweep date?
What is the Product Studio?
This is the name of the collective group departments who handle the transaction processing for our agents.
What is central processing?
This feature allows you to collect multiple contacts into one email and set up a schedule of online marketing.
What is groups?
What is the program used to communicate with your fellow admins (not emailo) within the MS365 applications!
What is Yammer!
This the program that houses the epay exception form.
What is Onbase?
This is a program not yet released in New England which allows agents to customize marketing for their new or coming soon listings.
What is Listing Concierge?
This is where a document is stored within a transaction file in the homebase program.
What is a placeholder?
This is a series of emails organized by an agent or predetermined collection with an underlying theme. 1 + emails may be sent in regular intervals using this feature.
What is a campaign?
Employees are able to chat live with each other using this program.
What is Skype?
This is the button in Onbase the manager must click on to review the pending exception pay requests submitted by the office administrators.
What is Workflow?
This replacement for the Gateway system was developed and released recently providing a new way to work for our agents and employees.
What is DESK?
This is the email address we send an accounts receivable request to be applied to an agents account.
CentralProcessingEastAR@nrteast.com
This is the section of Intouch where an agent may go to create a marketing email.
What is the Marketing Center?
This Sharepoint site is where New England branch employees can go to find more procedural information specific to transactions in our company.
What is NewEnglandSSA?
the agent who has 12 plus units per year and strongly objects to the autopay program may be considered this type of agent.
What is an exception agent?
This is a monthly call scheduled for agents to call in and listen to updates on all of our products coming soon, new product enhancements and developments and updates from the marketing group.
This is where you email a deal fall through form once it's fully completed by all parties.
What is Office Indoc?
This is the process of pulling your contacts from one location and putting them into the Intouch system.
What is contact import?
This file storage and directory system replaced the personal drives that agents have been using prior to implementation last year.
What is Onedrive?
This is the amount of money an agent has outstanding on their account.
What is AR?
This tool was developed by the Product Studio to assist our local companies with communicating new information organized by our core 4 values.
What is CB Briefs?
Who is the manager of the Homebase Transaction processing team we work with in central processing services?
Who is Shelley O'Dell?
This is where the instructions for adding a delegate to an agent's Intouch account are located?
What is CB One SSA Tools Helpful Handouts?
This program builds sites that allow teams to collaborate together on projects incorporating video, chat, message notations and other project types of tools.
What is Microsoft Teams?