Database Domination
To keep a fight from breaking out, your client Jerry Springer needs to be preappoved before you go showing. Use this command to send him your Keller Mortgage pre-approval link.
What is "Send Jerry Springer my preapproval link"?
You want to see what is going on with a referral you sent to Florida. This is the command you can use to check its status.
What is "Referrals status"?
I forgot my business cards at the hotel room, but this function of Kelle will let me share my contact info with whoever I meet.
What is the QR code?
This command will let me see the market snapshot report for 66226.
What is "Find Kelle Snap for 66226"?
Tell me the command to use when adding an insight
What is "Add an Insight"?
At an open house, you meet a potential client that wants to buy something soon. Tell me the command I would use to put them into Command.
What is "add a contact"?
You meet an agent named John Doe at a regional training event and want to add them to your referral network. This command will invite them.
What is "Add John Doe to my referral network"?
You met a new associate Jimmy Dean at the office, and want to find their email address after they've left. This command will pull up their profile from KWConnect and their contact info.
What is "Find Jimmy Dean"?
This feature on the menu makes it easy for me to visually find listings, agents, and snaps for neighborhoods around the city.
What is the Map?
This part of an insight will help you differentiate whether your tip is about a Chinese restaurant or a auto repair shop.
What are Categories?
You spoke with Suzie Sparks this morning, and want to record that phone call in her contact within command. Tell me what Kelle command you would use to do this.
What is "Log a phone call for Suzie Sparks"?
John Doe is an agent in St. Louis, and your seller is moving there next month. This is how you can send him a referral request.
What is "Send John Doe a referral"?
What is "Show me this month's Red Report"?
When looking for data more than one month previous, I can use this feature in my Snap to customize my report.
What is the Filter?
Annie Agent added an insight about her favorite museum, but forgot to mention that they just added a new exhibit. Tell me how you can add to her insight on Kelle?
What is adding a comment?
You want to reach out to people that live in the 66210 zip code. Tell me what command you can ask Kelle to pull that list up.
What is "Show me contacts in the 66210 zip code"?
You want to find agents in Los Angeles to add to your network. This command will help you explore agents in that area.
What is "Grow my network"?
I want to check out what's being taught at the office. Use this command to see what classes are on the calendar.
What is "Market Center Calendar"?
When I want to give my report to my clients, this button will let me send a link to them where they can review their neighborhood's numbers.
What is the share button?
I want to edit some of my previous insights to update them with new information. This item in the Menu will show me my insights to edit.
What is My Insights?
Following up with your database, you want to see what people you haven't spoken to in a while. Tell me what command to use to see who you haven't talked to in the past 3 months.
What is "Show me contacts I have not contacted in the last 3 months"?
You want to see if Abigail Nelson is in your referral network. This command will list your network for you on Kelle.
What is "List my referral network"?
You need some motivation today. Say this command to hear a BOLD Law.
What is "BOLD Law"?
This function of Snaps lets me customize my report with numbers from just my Market Center rather than the whole MLS.
What is the MC button?
I'm checking around Leawood to see what items other agents haven't added yet. This command will tell me what insights are in Leawood.
What is "View Local Insights in Leawood, KS"?