Training Webinars

Weekly Live Webinars

quick start

This is a must-see for all clients!

Learn about key account features that will help you get the most value from your iHomefinder account.

We’ll walk you through the IDX Control Panel, lead management, creating Markets (saved searches) to display on your site, using the agent mobile app, and more.

wordpress idx integration

This webinar is for clients using our Optima Express IDX plugin for WordPress or one of our OmniPress websites.

We’ll show you everything you need to know to set up and customize your IDX features on your WordPress website. Learn how to customize menus, pages & posts, and discover the power of using shortcodes to make rapid, effortless changes to IDX content on your website.

Recorded Webinars

Tips & Tricks

iHomefinder ONE Features

Become an expert with our team CRM and other features available in iHomefinder ONE accounts.

Essential Tools
for Agents

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TOPICS

After this session, you’ll know how to use the lead management and automated lead nurturing features provided with ONE that will make you more efficient.

Drip/Group Email & Phone/Postal Lists

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TOPICS

This webinar covers drip (pre-scheduled) email, custom email groups, and creating telephone and postal mail lists. We’ll also show the robust List Manager to create Birthday, Transaction Anniversary, and Wedding Anniversary lists, and to create outreach lists based on location, tags, email group, and more.

Lead Management
Tools & Tips

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TOPICS

ONE CRM includes extensive lead-management tools. Learn how apply these and maximize your results for individual leads and groups of leads. This session will cover lead tracking, lead source-tracking, the unlimited tagging system, email options, and how to delete, demote, promote, or reassign leads.

Using CRM Action Plans to Automate Tasks

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TOPICS

Action Plans are pre-sequenced task reminders over ANY time period, days, weeks, months, or years. Learn to use (and build) action plans for lead follow-up over days and weeks, listing launches or closings (weeks/months), or post-sale retention (lasting years). This session begins with real-world examples like lead follow-ups, listing launches, and post-sale retention plans, and ends by showing how Action Plans can be built or modified in Admin accounts.

The Transaction Process in ONE CRM

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TOPICS

ONE CRM organizes contacts into (A) Leads being qualified, and (B) Prospects in transaction mode. This webinar covers the transaction phase, including promotion of qualified leads to prospects, adding multiple transactions, tracking one or multiple transactions, and how to conclude transactions.

Admin Orientation
Tools & Tips

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TOPICS

ONE CRM has two account types, Administrators and CRM Users. This session for Admins covers how to assign permissions, how to edit 7 underlying team-wide menus (like Lead Status, Contact Types, etc.), how create or modify Action Plans, creation of email Groups, and how to use the List Manager to create team-wide or agent-specific outreach lists. In addition, in this webinar we’ll offer tips to get your CRM system launched strongly, and how agents and teams can see the greatest impact possible.

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Training Webinars

Weekly Live Webinars

quick start

wordpress idx integration

Recorded Webinars

Tips & Tricks

iHomefinder ONE Features

Essential Tools
for Agents

TOPICS

Drip/Group Email & Phone/Postal Lists

TOPICS

Lead Management
Tools & Tips

TOPICS

Using CRM Action Plans to Automate Tasks

TOPICS

The Transaction Process in ONE CRM

TOPICS

Admin Orientation
Tools & Tips

TOPICS

Features

Benefits

Partnership Solutions

Resources

Contact

Training Webinars

Weekly Live Webinars

Recorded Webinars

Tips & Tricks

iHomefinder ONE Features

Essential Toolsfor Agents

TOPICS

Drip/Group Email & Phone/Postal Lists

TOPICS

Lead ManagementTools & Tips

TOPICS

Using CRM Action Plans to Automate Tasks

TOPICS

The Transaction Process in ONE CRM

TOPICS

Admin OrientationTools & Tips

TOPICS

Features

Benefits

Partnership Solutions

Resources

Contact

Essential Tools
for Agents

Lead Management
Tools & Tips

Admin Orientation
Tools & Tips