Paperless Pipeline (Listings)
Phone Etiquette
Windermere
Broker Services
100

Which documents need to be turned in to the office/Paperless Pipeline when a broker brings on a new listing? 

Listing Agreement Bundle, Listing Input Sheets, Legal Description and Seller Disclosure (Form 17)

100

How many rings when you answer the phone?

Three

100

Who are the owners of Windermere East, Inc?

Matt, Joe and Deanne 

100

What is the current WRE Stats password?

WREmay2021

200

What is the purpose of the Transaction Maildrop vCard?

Assigns documents to each transaction when CC'd in an email or sent directly.

200

What is an example of how to answer the phone?

Good morning! Thank you for calling Windermere, this is ___ how may I help you?

200

What are the six offices of Windermere East, Inc?

Bellevue, Bellevue West, Bellevue South, Issaquah, Yarrow Bay and Redmond

200

What video slideshow comes out each month to be customized for brokers social media pages?

Monthly Statistic videos 

300

What is Form 19 used for?

Cancel, Relist, Price Change, TOM

300

A client calls the office and would like to be transferred to a broker's cell phone. How would you do this on our phone system?

Stay on the line, select 'Flash', wait for the tone and either dial the broker's cell phone number or select 'SP Dial' and enter their speed dial number.

300

What is the Windermere Way?

Above and beyond.

Associate with great people.

Give them a great place to work.

Give them the best tools. Pay them well.

Then, get out of their way. 

300

Name 2 email campaigns that can be customized for brokers in WeConnect?

W Report, Gardner Report

400

What are three marketing options staff offers for listings?

Flyers, social media graphics, and just listed videos

400

If someone calls for an agent that is not in your office or with Windermere, what do you do?

Look up the agent on the MLS and give the caller their phone number and transfer the call for them.

400

When was Windermere Real Estate founded?

1972

400

Explain why a broker would upload a video to their presentation on Moxi Present?

Videos capture an audience's attention right away so adding this into a presentation will help engage the viewer. It also helps viewers retain information as it adds variety making the presentation more appealing for the viewer.

500

Which MLS form allows a broker to omit seller's phone number to be displayed for the public?

Form 7B

500

A broker calls and specifically asks for the Branch Manager but they're not in the office and they need immediate advise on a transaction. They've already tried their cell phone and email. What do you do?

Contact your Assistant Manager(s) and connect them with the broker. If they're not available reach out to the other five offices and connect with their Branch Manager(s). Joe, Matt and Deanne are also available for support.

500

What is the name of the founder of Windermere?

John Jacobi

500

What is the Windermere Ready program?

The Windermere Ready program provides sellers with concierge-level service that readies their home for sale.