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hey everybody that's John Giambi here and I want to show you some best practices when working with clients with the mobile app and your kW command website now this video is being recorded on April 13th so it's possible as time goes on there will be different tactics and some of these items won't be necessary but what I'm gonna show you is that are the tips that ensure that the property will be branded to you and that there's no opportunity for the property to be branded to somebody else in addition we'll show you how to see the properties that your client is liking or clicking on the heart and adding to their collection as well as how to set up searches and how to instruct them to set up searches so I'm going to start off by a number one taking a contact in my database so you can see I have this contact in my database and I have their email address and phone number so what I'm gonna do is I'm gonna come over to my website and I'm going to click on sign up and now we're gonna enter in their first name and their last name your email address and for the password they're going to use their cell phone number with no dashes okay we just simply enter that in and silence click sign up that gives them now a created account so now when you send your app link to them you can simply say I have already created an account for you I've used your email and your password is your phone number now these are one-on-one conversations you're having I'm not gonna blindly do this for people that I have never met or have no relationship with now what I'm gonna do next is I'm gonna in this case I'm gonna click log in and I'm gonna log in as if I was the person the potential client so what you'll notice now is I have logged in and one of the ways that you can tell that I've logged in is it has the initials here it has the menu which this will always be seen we'll see we see the saved the guide and the feed okay so now this person has their own personal account one of the things that we'll notice is that we can come and click on saved and if there is no saved searches all the only option we will have is I say collections and we'll have a view-all option so we'll click on View all and now you will see the collection of the person this is their own private collection collection now this is usually set this is usually contacts favorites is usually the default name so I'm gonna suggest you click on the pencil icon here and you want to edit that and put the clients last name and then homes to see so that when they favorite options or they like them which we'll cover in a minute they will be in a folder that's very obvious on what what the next step is then what you will do is you will actually add yourself as the agent as the collaborator so you would put your name here and then the email address that's tied to the app that you actually have downloaded on your phone as an agent this will allow you to easily see that information in addition when you logged in to come your comand website the same way we would did we did you would see the collections for all your different clients I'm finding that's the easiest way right now in addition you will see that you can create saved searches and we'll cover this now so in order to create a search all we need to do is start with some search criteria so I'm just going to pick schaberg Illinois and I'm going to complete a search now what I like to do is this map is nice but I like to switch the map to a satellite view it just makes things a little bit here for me to see so I've switched it to the satellite view and now I can choose different criteria so I can pick the price let's just say I pick price between 300,000 and 400,000 right so these are all the homes that are on the MLS that are in this town and right now they're sorted by the most recently updated what I like to do is I like to sort them by the days on market and then load a high now if you do recently updated the one thing about is that will show in theory would show the price changes are any updates that were done to the property so in this example this one shown new so I'm gonna click days on market and this will show the newest properties that are on the market and if I sort load a high of course the ones with the lowest days on market will show now what you'll notice here is I just clicked on a property and as I scroll down one of the options I have is to click Save and when I click on save you will see I can add it to that specific collection so that's how a client would add a property to the specific collection now when I'm back here and I have the search set up all I need to do is click the Save icon right here and I can add that search so I would call this Schaumburg homes 300 to 400 k that would be what the search results are and then after I click the save option here I would then see here is my option here for home so and if I added additional criteria like in this example I have three bedrooms so these are the search criteria that we've had there in addition what else I can do is I can add items based on specific boundaries so let's say somebody says I want to live near a school all I have to do is type in the school and the website we'll zoom into it so I am just going to zoom out a little bit here and I'm going to clear the filters in this case I'm gonna just reset the filter so that there's no filters at this point and I'm gonna use the draw option here so all I need to do is click on the draw option and I can use my mouse to simply draw the area which I might be interested in which that is fairly easy to do mm-hmm then when I'm done I can click Save and now I can name this homes near Hanover high school now keep in mind that any time I get a pop-up window any time I click outside the curtain here it will disappear so I made I just be very careful that I'm only clicking in here as I'm typing then I'm clicking saved search and then it will save the search and we will notice that all the saved searches show up here in the saved saved options and you know that this will work a hundred percent for your clients as it is in there is it in their account and you know how to log into their account cuz you created their username and password in case so whoever was an issue now one other thing you can do is you can come over to their contact card and you can also set up a search for them so I can click on create save search let's just say call this Palatine homes and I'm just gonna let see search by I can search by zip code so we'll search by zip code okay I'm going to do the price and I can add any other attributes I want to do and once I do this it will actually send an email a one-time email to them to the person and we'll check out and see what that looks like so now I've an opportunity to login and what you will notice is that this is the type of email that they will see that they will see in their email after you send them this one thing to notice is that once they get this email you can click on search see search results and it's gonna pop this up and says it's created a search and I'm not quite sure why it's saying see zero results but when I click on that you will see I will then see all the results here from three hundred thousand four hundred thousand in in that zip code so just wanted to give you an idea on how everything is working together hope this was helpful and you know my goal is for you to make sure that everyone downloads your app and is signed up and brand it to you so good luck