COMPLETE AGENT DEVELOPMENT

TECH FOUNDATIONS 1

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 THE PURPOSE OF THE MOMENTUM PROGRAM
As a RE/MAX Affiliate, you’re a member of the most professional, most productive
real estate network in the world.

There are many decisions you must make each and every day to run a successful
business. The Momentum program provides basic information to help you. Please
note: The Momentum program and materials are designed as a resource to reference.
The suggestions made within are not mandatory.

FOR ILLUSTRATION ONLY

Certain sections of the Momentum materials illustrate how making changes to
numbers, such as for costs and expenses, can financially impact an agent’s business.
These sections are meant to be illustrations only and are not intended to be an
exhaustive list of costs that may impact your business or to be specific to your
situation. RE/MAX, LLC makes no promises, representations or guarantees of any
kind about the success or profitability of your operations.

CONFIDENTIAL
For use by RE/MAX Affiliates only. Materials are the confidential property of RE/MAX,
LLC. Any possession is considered to be a loan of assets and trade secrets and must
be returned to RE/MAX, LLC should recipient’s association with RE/MAX terminate.

TRADEMARKS AND REGULATIONS

In communicating your affiliation with RE/MAX in person, online or through
promotional materials, please reference the RE/MAX Brand Identity: Trademark and
Graphics Standards guide to ensure proper use of the RE/MAX name and marks.

TRUTHFUL ADVERTISING & COLD CALLING

The legal requirements for truthful advertising vary by state, province, region and
country. Any advertising (including testimonials) and other communications involving
the RE/MAX brand must comply with applicable laws and regulations and meet
applicable ethical standards.

When cold calling, texting or emailing, please keep in mind that Telemarketing laws
vary region by region and it is your responsibility to be aware of and comply with all
state, province and federal telemarketing laws before picking up the phone.

RE/MAX offices are independently owned and operated.

RE/MAX, LLC
All rights reserved.
P.O. Box 3907
Englewood, Colorado 80155
An Equal Opportunity Employer
TABLE OF CONTENTS
The Purpose of the Momentum Program ..................................................2
Succeeding in the Program ............................................................................ 4
The S.P.A.R. Methodology................................................................................5

Technology Foundations 1 ........................................................................... 6

MAX/Tech Overview ..........................................................................................7
Updating Your MAX/Profile ........................................................................... 8
Writing an Engaging Agent Bio ................................................................... 9
Creating a Memorable Email Signature ....................................................10
Daily Call List Best Practices ......................................................................... 11
MAX/Tech powered by kvCORE Tools ..................................................... 12
Importing Your Contacts................................................................................ 13
Building a Database .........................................................................................14
Key Lables You Need to Know..................................................................... 18
Hashtag Examples ............................................................................................ 19
Your Next Steps ................................................................................................20
The 19 Core Training Courses ....................................................................... 21

INDEX

Business Best Practices

RE/MAX Technology
 SUCCEEDING IN THE PROGRAM
Putting you on the pathway to Mastery

The Momentum program is created for high-minded, learning-based agents

committed to self-mastery!

As you move through the program and take classes to help grow in different aspects
of your business, use the tips below to make sure you’re getting the most out of each
boot camp.

GETTING THE MOST FROM THE PROGRAM

Before Class (Preparation)

• Successfully log into MAX/Center
• Compile at least 5-10 contacts
• Find a .jpeg or .png of a recent photo of yourself, no larger than five megabytes
• Have two screens if possible so you can work along while you watch the instructor
• Download the course workbook
• Enter the room or online course with an open mind
• Enter the room or online course expecting to walk out a better agent
• Arrive with an understanding of your weaknesses (as they relate to the topic)

During Class (Participation)

• Have your smart phone nearby when participating in live workshops
• Eliminate all distractions
• Focus intently
• Participate in any discussions
• Participate in any exercises
• Ask questions to improve your understanding

After Class (Implementation)

• Reread your workbook
• Study key ideas
• Put what you’ve learned into action
• Reinforce the ideas by coming back to review the material again and again

Best Practices 4
 THE S.P.A.R. METHODOLOGY
Mastery is more about going “deep” than learning something new

True masters of their craft know how to S.P.A.R. — Study, Practice, Take Action and
Reinforce habits by repeating the process and implementing any new information
they’ve gained along the way.

By continuing to S.P.A.R. throughout this boot camp, as well as other Momentum

lessons, and beyond, you can go even deeper with the content you are studying. Let’s
break it down:

S.P.A.R.

Best Practices 5
Tech Foundations 1
An Introduction to MAX/Tech
Crafting an Agent Profile
Navigating Your Smart CRM
Adding Contacts to Your Database
 MAX/TECH OVERVIEW
Reviewing the tools + resources available to you

As a member of the RE/MAX network, you have access to several, state-of-the-art

technology tools to help you stay organized, market your business, capture and
nurture new leads and more.

Take a moment to review the tools listed below to get a better understanding of what
they can do for your business!

MAX/Center is your starting point for accessing the tools and resources RE/MAX has
to offer! This is also home to your MAX/Profile, where critical information related to
your online brand, MLS and service areas are configured. Here, you can access your
tech tools such as MAX/Tech powered by kvCORE, Photofy, RE/MAX Hustle as well
as additional tools like the RE/MAX URL Shortener, the RE/MAX Marketplace and the
RE/MAX Referral Platform.

MAX/Tech powered by kvCORE is a robust platform offering award-winning

marketing, lead generation and contact management tools. This is where you’ll access
your Smart CRM, customize your RE/MAX agent website, build informative listing
and buyer presentations using CORE Present, nurture your contacts through dynamic
Smart Campaigns and so much more.

Maximize your social media strategy with Photofy. Access a collection of branded
graphics and templates to help promote your business and listings, connect with your
audience and humanize your brand. This is a paid subscription, offering both a handy
mobile app for posting on the go and robust desktop version where you can review
in-depth analytics.

Consumers love video! RE/MAX Hustle helps you quickly and easily create videos
to market your brand and listings, connect with members of your community and
personalize national advertising campaign commercials.

RE/MAX Technology 7
 UPDATING YOUR MAX/PROFILE
Setting your tech tools up for success

Your MAX/Profile feeds your professional details, contact information and photo to
remax.com or remax.ca, the RE/MAX Referral Platform and MAX/Tech powered by
kvCORE tools like your website, Smart Campaigns, email property alerts and more.
Because your MAX/Profile may be the first impression someone has of your brand, be
sure to put your best foot forward to help attract both potential leads and referrals
from fellow agents alike.

Not sure how to access your MAX/Profile? Login to MAX/Center using your remax.net
credentials and then click the profile icon in the top right corner of your
MAX/Center homepage.

INFORMATION TO ADD TO YOUR MAX/PROFILE

1. Add Your Contact Information

Your personal branding starts with the information about who you are and how to
contact you. Make sure your phone numbers, email addresses and website links are
correct so that potential customers and other agents can easily contact you.

2. Include a Photo
In addition to selling property, RE/MAX agents are in charge of selling their personal
brand. Adding a professional photo is a great way for consumer to put a face to your
name! This photo will then appear in your MAX/Tech powered by kvCORE profile as
well as other RE/MAX tools.

3. Add Professional Details

This section of your MAX/Profile allows you to showcase your industry expertise!
Input your license information, the types of real estate you specialize in, any
designations you’ve earned, your service areas, commercial activities and any
previous affiliations that help make you stand out among the crowd.

4. Incorporate Personal Details

Let consumers get to know the person behind your brand. Add your personal
bio (find best practices for creating an agent bio on the next page), educational
background, civic activities, hobbies and the languages you speak. All of this
information can humanize your brand and help you connect with potential clients on
a deeper level.

5. Link Your Business Social Media Accounts

Help potential clients reach you on social media by including links to your business
Facebook, Twitter, LinkedIn, Instagram, YouTube and other social accounts. These
links will appear on your remax.com/remax.ca agent bio page, encouraging visitors to
follow you online.

RE/MAX Technology 8
 WRITING AN ENGAGING AGENT BIO
Creating the perfect first impression

Your agent bio may be the first impression you make on potential clients. What you
put in your bio directly affects the types of clients you attract, so it’s important to
make your qualifications and credibility clear. As you gear up to write a compelling
agent bio, think of your strengths and what your priorities are. Do you primarily work
with sellers? Do you excel with first-time home buyers? You’ll want to make sure you
highlight these things so they stand out.

3 THINGS TO INCLUDE IN YOUR AGENT BIO

Writing a compelling agent bio is as simple as asking yourself three questions:

1. Why are you in real estate?

2. What do you specialize in?
3. What are your qualifications?

Why are you in real estate? (Adding a personal touch)

Everyone has their own unique stories. What’s yours? Are you a military veteran who
has found their calling, a family-oriented agent, a member of a local sports league?
Whatever your personal interests or story may be, use that to connect with clients
through your bio and find a common interest to get to know them beyond a
surface-level transaction. Establishing strong relationships will lead to successful
outcomes now, and may lead to repeat and referral business in the future.

What do you specialize in? (Positioning yourself in an oversaturated market)

What makes you stand out among the crowd? Maybe you specialize in a specific type
of real estate, such as first-time home buyers, equestrian properties or luxury homes.
This is your opportunity to position yourself as an expert and capture leads looking
for someone who specializes in their needs.

What are your qualifications? (Establishing authority)

Describing yourself as a go-getter and dependable agent will draw in potential
clients, but showing tangible results will seal the deal. Why are you qualified to be
someone’s real estate consultant? Emphasize what you bring to the table and what
you can do better than your competitors. Include information on your educational
and training background. Incorporate statistics such as the volume of sales you’ve
achieved in a certain time frame, client testimonials and ratings. This demonstrates
your ability to follow through on what you’re offering!

RE/MAX Technology 9
 CREATING A MEMORABLE EMAIL SIGNATURE
Add credibility to your emails and stand out among the crowd

Within your MAX/Tech powered by kvCORE profile, you can update your email
signature. This signature will appear at the end of any email you send within
MAX/Tech powered by kvCORE.

While it may feel small or insignificant, your email signature is more than just a
sign-off, it’s a way to add credibility to your emails while also promoting your brand
and contact information. Let’s go over a few things you can do to create a more
memorable email signature.

5 THINGS TO ADD TO YOUR EMAIL SIGNATURE

1. Your Name
The first thing in your email signature should be, of course, your name! This is also
a great place to add any of your titles or designations that you want people to
associate with your name.

2. Your Contact Information

Current federal laws state that your email signature should include your brokerage’s
mailing address and your state or province may have other requirements. However,
as a best practice, you should also be sure to include your phone number to make it
easy for your contacts to reach you.

3. Your MLS ID/CREA

If you are an Canadian affiliate, you must include your MLS ID/CREA in your signature.

4. A Link to Your Website

Don’t pass up an opportunity to drive leads to your website! Include a link to your
remax.com/remax.ca agent website so your contacts can easily learn more about you,
your listings and everything you have to offer.

5. Links to Your Business Social Media Accounts

Help potential clients reach you on social media by including links to a couple of your
business Facebook, Twitter, LinkedIn, Instagram, YouTube or other social accounts.

Example email signature:

Angie Agent, REALTOR®

RE/MAX Awesome | 5075 Syracuse St, Denver, CO 80947
Cell: (555) 555-5555 | Office: (444) 444-4444

AngieAgent.remax.com
Facebook | Instagram | YouTube

RE/MAX Technology 10
 DAILY CALL LIST BEST PRACTICES
Setting up + leveraging your daily call list

Consistent communication is key when it comes to staying connected with your

contacts! Your MAX/Tech powered by kvCORE Daily Call List will pull together a
handful of contacts from your Smart CRM for you to contact every weekday, keeping
you on-track and top-of-mind. Use the tips below to successfully set-up your Daily Call
List.

Note: To set-up your Daily Call List, visit your MAX/Tech powered by kvCORE profile
and edit the “Daily Call Task Creation” section.

1. Turn on ‘Auto Create Call Tasks Each Day’

This will prompt the platform to create your daily call list automatically each week day.
You also have the option to create call tasks on weekends, if you choose.

2. Update the Statuses to Generate Call Tasks for

It is recommended that you choose the ‘Sphere,’ ‘Client,’ ‘Contract’ and ‘Closed’ contact
statuses to make the biggest impact. This will tell the platform to create call tasks for
those types of contacts only.

3. Choose the Number of Call Tasks to Create

While you can tell the platform to create as many calls as you’d like per day, it is
recommended that you set it to six calls. That means, if you spend five minutes on each
call that is 30 minutes per day, 30 contacts per week and 120 contacts per month!

4. Set the ‘Time to Send Email’

MAX/Tech powered by kvCORE will send you an email with your Daily Call List
everyday at your set time. Try to choose a time when you have the most energy and
can create a consistent habit!

RE/MAX Technology 11
 MAX/TECH POWERED BY KVCORE TOOLS
Reviewing the tools available within MAX/Tech powered by kvCORE

On the lefthand side of your MAX/Tech powered by kvCORE dashboard, you’ll find
the navigation menu. You can use this to navigate to any part of the platform at
anytime. Let’s break it down:

This button will take you back to your

platform dashboard, no matter where you
are in the platform.

Not sure where to start? Playbooks will

walk you through a specific process in the
platform, step-by-step. From Promoting
a Listing to Gathering Your Sphere.

This is your central hub for managing

contacts and kickstarting the lead
conversion process.

Manage your listings: review lead activity,

add additional details and photos, find
potential buyers already in your database
and more.

Access everything you need to successfully

market your business, promote your listings
and stay top-of-mind with your contacts.

Review and leverage multi-channel lead

generation tools to capture prospective
buyers and sellers all across the web.

Keep track of your past transactions.

View and customize your RE/MAX Agent

Website! Highlight your brand, listings and
local communities to capture new leads.

Purchase additionalfeatures to add to your

MAX/Tech powered by kvCORE account.

Review important analytics regarding your

contacts, lead generation activities, website
and lead engagement.

Need help? Access support resources like

RE/MAX University and Inside Real Estate’s
Learning Portal.

RE/MAX Technology 12
 IMPORTING YOUR CONTACTS
Building your database

Your MAX/Tech powered by kvCORE Smart CRM gives you the tools you need to stay
organized and connected. But before you can begin using this powerful feature, you
need to add your contacts!

There are a few ways you can do this, so let’s review a few of the options:

4 METHODS FOR ADDING CONTACTS TO YOUR SMART CRM

1. Bulk Upload Your Contacts Manually

If you are currently using another method for tracking your database, don’t worry
about adding each individual contact one at a time — you can bulk upload your
contacts using a .CSV file template provided by Inside Real Estate. This file can be
found on help.insiderealestate.com.

2. Take Advantage of IRE’s Free Import Service

Let Inside Real Estate do the work for you by utilizing their free lead import service.
You can access this service by visiting the Lead Engine page of your MAX/Tech
powered by kvCORE platform and clicking on ‘Bulk Import.’ From there, you’ll be
prompted to fill out a Lead Import Request Form to get the process started.

3. Sync Your Google or Outlook Accounts

You can also choose to connect your Gmail or Outlook accounts and automatically
pull those important contacts into your MAX/Tech powered by kvCORE database!
This option gives you the opportunity to sync your calendar, tasks, email and
contacts straight from your email to your Smart CRM.

4. Upload Contacts Individually

You always have the option to add contacts one-by-one so that you can continue to
add new prospects, leads and members of your sphere to your database. To do this,
click on ‘Quick Actions’ and then ‘Add Contact’ or visit your Smart CRM page and
click ‘+ Add Contact’ or use the MAX/Tech powered by kvCORE mobile app to add
contacts on the go! As you add the contact’s information, you will need to verify if
you have permission to contact them.

NOTE:
It is your responsibility to be aware of and comply with all state,
province and national telemarketing, texting and email marketing
related laws.

RE/MAX Technology 13
 BUILDING A DATABASE
Potential contact sources to fuel your database

You’ve heard it a million times: real estate is a relationship business. Your

MAX/Tech powered by kvCORE Smart CRM can do incredible things, but all of that
means nothing if you don’t have contacts to add.

TAKE ACTION

Take some time to review the list of potential contact sources below. If necessary,
time block your calander to go really in-depth with this list, visiting each source
as you go and adding any contact information you find to your Smart CRM. Keep
in mind that the contact information may be out of date, but this offers a great
opportunity to reach out and start up a conversation once again!

Social media websites (such as Facebook, Instagram, LinkedIn or Twitter)

Your current cell phone
Any past cell phones you still own
Rolodexs
Old address books
Email contacts
Filing cabinets + past client files
Your neighborhood directory

____________________________________

____________________________________

____________________________________

____________________________________

____________________________________

____________________________________

____________________________________

____________________________________

____________________________________

____________________________________

Best Practices 14
 BUILDING A DATABASE
Continued

Now that you have any existing contacts added to your Smart CRM, it’s time to start
thinking outside the box. You know a lot of people and have a sphere of influence,
even if you don’t know it!

TAKE ACTION

Below, you’ll find a list of questions to consider to help flesh out your database. Write
your answer down on each chorresponding line. You may not have answers for all
these questions, but these are a great starting point.

Once finished, add your new list of contacts to your database using whatever contact
information you may have for them. Again, this is a great opportunity to reach out to
connect to confirm their phone number or email and get the conversation started.

Do you have any neighbors? Who are they?

Do you have any past neighbors? Who are they?

Who are your past colleagues?

What about your partner’s friends and colleagues?

Do you have any high school or college friends? Who?

Do you have any past collegues? Who?

Who is your child’s teacher?

Who is your child’s coach?

Best Practices 15
 BUILDING A DATABASE
Continued

Are you a part of any organizations? Is anyone else involved?

Who is your hair stylist or barber?

Who is your nail technician?

Who is your esthetition?

Who is your tattoo artist?

Who is your car technician?

Who is your plumber?

Who is your family doctor?

Who is your mail person?

Who is your financial planner?

Who is your accountant?

Who do you go to church with?

Best Practices 16
 BUILDING A DATABASE
Continued

Who is your landscaper?

Who goes to your gym?

Who walks your dog?

Who grooms your dog or cat?

Who is your vetrinarian?

Who are your parents’ friends?

Who are your best friend’s parents or extended family?

Who are your child’s friends’ parents?

Do you know any local business owners? Who?

Who have you done business with in the past?

Best Practices 17
 KEY LABELS YOU NEED TO KNOW
Organize, filter and trigger actions in your Smart CRM

MAX/Tech powered by kvCORE can help you automate different parts of your
business. There are four things within a Contact Record that can trigger automations:

1. Contact Status
A contact’s status indicates where they currently are in the Client Journey, from
Sphere to Active Lead to Closed and everything in between.

2. Lead Type
Lead types refer to the type of contact you are working with, regardless of where
they are in the buying or selling process. Choose from Buyer, Seller, Renter, Vendor or
Agent to better organize your database.

3. Hashtag
Hashtags are labels that you can add to your contacts to better organize and
segment your database. On the next page, you’ll find some examples on hashtags to
add to your contacts.

4. Lead Source
The lead source, which you can find listed under the “Insights” section of the Contact
Record, will tell you where this contact came from! If you added a contact manually,
this section will say “Manual Add.”

RE/MAX Technology 18
 HASHTAG EXAMPLES
Ideas for effectively labeling your contacts

Hashtags are what can truly take your MAX/Tech powered by kvCORE database to
the next level! These handy tags allow you to organize your contacts, set the stage
for helpful automations and build a more targeted communication strategy. Below,
you’ll find ideas for hashtags that will help revolutionize your database.

RE/MAX Technology 19
 YOUR NEXT STEPS
Keeping up the momentum after completing Tech Foundations 1

Congratulations on completing the first module of the Tech Foundations Boot Camp!
You’ve taken a monumental first steps to better understand how you can leverage the
technology available to you.

Keep the momentum going by spending a few minutes each day using your
technology. Just like learning a language, you need practice so you become more
comfotable in using these tools to support your business growth. Not sure where to
start? Here are three next steps to help you build daily habbits with your tools:

1. Time block a few minutes each day to become familiar with tools that can
help build your business.

2. Create a hashtag strategy to organize your contacts into groups so you can
communicate effectively and provide value.

3. Get everyone you know into your Smart CRM and start updating their status,
type and adding hashtags.

Best Practices 20
 THE 19 CORE TRAINING COURSES
Take your professional development into your own hands

Congratulations on completing Technology Foundations Boot Camp 1! Looking for

more educational opportunities? Don’t miss these existing and coming soon courses:

PROSPECTING + LEAD GENERATION CLASSES

• FSBO Boot Camp

• Repeat + Referral Boot Camp
• Open House Boot Camp

Coming Soon!
• Expired Boot Camp
• Marketing Boot Camp
• Power of Video Boot Camp
• Social Media Boot Camp
• Phone Prospecting Boot Camp

LEAD CONVERSION CLASSES

• Buyer Conversion Boot Camp

• Listing Conversion Boot Camp
• Pricing Boot Camp

Coming Soon!
• Lead Conversion

BUSINESS CLASSES

• Business Foundations Boot Camp

• Activities Management Boot Camp

Coming Soon!
• The Leverage Summit
• Master Team Builder
• The Emotionally Intelligent Agent
• Negotiation Boot Camp

TECHNOLOGY CLASSES

• Tech Foundations Boot Camp

Best Practices 21
 “People assume everyone wants to reach their
potential and be the best they can be. I’ve
concluded most people only want to be average
and do just enough to get by!”

You are not the typical agent.

You are on the pathway to Mastery.