Sourcing High Value Realtor Partners with InGenius 2.0
This video provides best practices for using InGenius 2.0 to get source value realtor partners and get the insights you need to take action that will convert.
Sourcing High Value Realtor Partners with Ingenious 2.0
1. Introduction to Ingenious 2.0 0:00
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Welcome to the training on sourcing high value realtor partners.
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Overview of the purpose: leveraging dashboards to find realtor partner candidates and curate a target list.
2. Navigating the Ingenious 2.0 Platform 0:19
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Home page features:
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Bullet points on new features.
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Welcome video for navigation tips.
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Help Center link for additional resources.
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3. Using the Agent Snapshot Dashboard 1:01
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Access the agent snapshot dashboard from the left navigation.
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Filter by state (e.g., California) to narrow down searches.
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Search for specific agents using names and initials.
4. Analyzing Agent Production Data 1:46
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View agent details: office, contact info, transaction history.
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Analyze year-over-year production trends.
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Examine repeat relationships with loan officers.
5. Exploring Agent Analytics for Target Lists 3:51
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Navigate to agent analytics to create a high value target list.
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Default date range and geographic filters available.
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Use CVSA for more precise geographic targeting.
6. Setting Specific Criteria for Target Agents 6:12
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Input specific transaction ranges and average sales amounts.
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Filter by percentage of buy-side transactions.
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Target agents in underserved communities.
7. Downloading Curated Lists 7:34
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Download the curated list of agents in preferred file format (Excel or CSV).
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Access agent contact database for detailed information.
8. Advanced Features for Office Production 9:03
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Filter by office production and analyze agent performance within offices.
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Use cross-compare feature for deeper insights.
9. Understanding Agent Relationships 10:55
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Access agent relationships module for insights on loan officer transactions.
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Analyze product mix and transaction types.
10. Resetting Filters and Market Analysis 12:29
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Reset filters to analyze different geographies or markets.
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Identify potential relationships with lenders.
11. Conclusion and Additional Resources 13:32
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Importance of insights for crafting conversations that convert.
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Visit Help Center for more resources and strategies.