of TEXAS

ONLINE STATS

PROGRAM MANUAL

SEPTEMBER SEPTEMBER SEPTEMBER SEPTEMBER 2010201020102010

LOGONLOGONLOGONLOGON To login onto the website, open your Internet Browser (IE) and type the address

http://www.remax-texas.org/stat.

Once you have linked on to the page it will ask for your office ID and Password.

• Office ID – Is your office franchise number which is a five-digit number that starts with 12, 13, or 14. (12000)

• Office Password – Would be the password that you set up to get onto the Stats Program.

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HOME PAGEHOME PAGEHOME PAGEHOME PAGE – This screen is a snap shot of your office/agent information regarding:

• Agent Information • Billing Information • Office Locator • Message Board • Employee Roster • Leave of Absence

OFFICE PROFILE SECTION

CONTACT UPDATE OFFICE INVOICE/STATEMENT

ADI REPORT EMPLOYEE UPDATE

CCCCONTACT UPDATEONTACT UPDATEONTACT UPDATEONTACT UPDATE – Is a screen with your office information from office physical and billing address. Plus:

• Owners, Office Managers, and Statistical contacts • Office Phone Numbers and Email & Website Addresses • Billing Contacts – For staff in your office that you want to get notices

regarding events that are taken place in the RE/MAX System and notices of billing statements.

• Agent Counts • Outstanding Balances • E&O Insurance Expiration Notices

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OOOOFFICE INVOICE/STATEMENTFFICE INVOICE/STATEMENTFFICE INVOICE/STATEMENTFFICE INVOICE/STATEMENT – This screen you will find your monthly billings from your Office Admin-Promo, Broker Services, Note Invoices. Plus a Statement reports regarding your office previous invoices.

IMPORANT PLEASE NOTEIMPORANT PLEASE NOTEIMPORANT PLEASE NOTEIMPORANT PLEASE NOTE:::: Print off your monthly Admin-Promo and Broker

Service Fee invoices then return with your payments to RE/MAX of Texas office

and need to be receivedreceivedreceivedreceived bybybyby thethethethe 5555thththth of the following month. Billing is generated

each month on the 18each month on the 18each month on the 18each month on the 18thththth for Admin & Promo along with the Broker Service Fee invoice. ***Contact: Tamara Johnson******Contact: Tamara Johnson******Contact: Tamara Johnson******Contact: Tamara Johnson***

ADI RADI RADI RADI REPORTEPORTEPORTEPORT – This ADI report is only available for the Vanguard office.

EEEEMPLOYEE UPDATEMPLOYEE UPDATEMPLOYEE UPDATEMPLOYEE UPDATE – This screen is for listing your Office Managers and

Administrators. Providing us with your contacts helps Regional know who to contact when we have questions or concerns regarding anything from reporting, membership, and billing. ***Contact: Janice Granger or Tina Perez******Contact: Janice Granger or Tina Perez******Contact: Janice Granger or Tina Perez******Contact: Janice Granger or Tina Perez***

TRANSACTIONS

SECTION

ADD NEW TRANSACTION VIEW/UPDATE TRANSACTION

UPLOAD TRANSACTIONS REVERSE TRANSACTION

COMMISSION ADJUSTMENT NO CLOSINGS

ADD NEW TRANSACTIONSADD NEW TRANSACTIONSADD NEW TRANSACTIONSADD NEW TRANSACTIONS – This screen is when you are ready to report a

closed file. This report is recommended to be done daily and the deadline for reporting is the 5th of the next month. NOTE:NOTE:NOTE:NOTE: Report all transactions under the agent that is on the CDA/Check and Report your closed files in the month it actually closed, Also, ALL ALL ALL ALL closed transactions MUST MUST MUST MUST be reported even if no commission was received and/or personal home. Please provide MLS# if applicable. If you have passed the deadline to report into previous months, please contact Tina Perez for a super password that will allow you to input into previous months. NEW:NEW:NEW:NEW: BPO’s (broker price opinion) can be reported and you do not need a address for the transaction and it will not be charged the broker service fee

• How To: (Agent Information)-Select your agent which is listed under your Agent Information in alphabetical order by last name. Then you need to input the closing date of the file. Then tab over to the (Property Information) this section is where you input closing date along with property type, MLS number, address, listing and selling units and amounts, then gross total real estate commissions less referral paid out. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

VIEW/UPDATE TRANSACTIONVIEW/UPDATE TRANSACTIONVIEW/UPDATE TRANSACTIONVIEW/UPDATE TRANSACTION – This screen is used to update or edit any transaction that was reported incorrectly. You can pull information by month(s), first name, last name, address, street name, unbilled only, and duplicated only.

Recommend Report: Please verify duplications at the end of each month by pulling from the report “duplicated only”. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

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TRANSACTIONS TRANSACTIONS TRANSACTIONS TRANSACTIONS ---- UPLOADUPLOADUPLOADUPLOAD – This screen is for offices that use Account Tech or Broker Back Office. The system creates the Monthly Summary Statistical Report. NoteNoteNoteNote for Account Tech usersfor Account Tech usersfor Account Tech usersfor Account Tech users:::: You MUSTMUSTMUSTMUST notify Regional when your files have been uploaded. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

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REVERSE TRANSACTIONREVERSE TRANSACTIONREVERSE TRANSACTIONREVERSE TRANSACTION – This screen is to REVERSE a transaction that was entered under the wrong agent or completely incorrect. This will minus out the original transaction by posting negative numbers based on the original one. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

COMMISSION ADJUSTMENTCOMMISSION ADJUSTMENTCOMMISSION ADJUSTMENTCOMMISSION ADJUSTMENT – This screen is used for making a commission adjustment that was reported incorrectly. Enter the correct amount only. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

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NO CLOSING/NO LISTINGSNO CLOSING/NO LISTINGSNO CLOSING/NO LISTINGSNO CLOSING/NO LISTINGS – This screen is used for when an office has no closings or new listings to report for the month. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

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NEW LISTINGS SECTION

ADD/EDIT NEW LISTINGS NO LISTINGS

ADD NEW LISTINGSADD NEW LISTINGSADD NEW LISTINGSADD NEW LISTINGS – This screen is to report new listing for the month in summary format. Enter the total number and amount of new residential and/or commercial listings for the month then input the number of referrals in or out. The gray boxes are locked which come from the daily transaction. ************Contact: Tina Perez***Contact: Tina Perez***Contact: Tina Perez***Contact: Tina Perez***

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NO NEW LISTINGSNO NEW LISTINGSNO NEW LISTINGSNO NEW LISTINGS – This screen is used for when an office has no closings or new listings to report for the month. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez*** NOTES:___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

STATISTICAL REPORTS SECTION

MONTHLY SUMMARY QUARTERLY & YEAR-END REPORT

ASSOCIATE SUMMARY REPORT ASSOCIATE TRANSACTION REPORT

MONTHLY SALES REPORT – E-NOTICES BROKER SERVICE FEE REPORT TEAM PRODUCTION REPORT

MONTHLY SUMMARY REPORTMONTHLY SUMMARY REPORTMONTHLY SUMMARY REPORTMONTHLY SUMMARY REPORT – This screen gives you a summary report of your Associate per month on what has been reported from the closed transactions. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

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QUARTERLY & YEARQUARTERLY & YEARQUARTERLY & YEARQUARTERLY & YEAR----END REPORTEND REPORTEND REPORTEND REPORT – This screen gives you a report that has a list of your Associates that have made production by 1st, 2nd, 3rd, 4th quarters and a running total for year-to-date. This information is based on commissions paidcommissions paidcommissions paidcommissions paid onlyonlyonlyonly. This is how our awards from the Top 20 Individual/Teams, Annual Production, and Career Awards are ranked. NOTES:________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

ASSOCIATES SUMMARY REPORTASSOCIATES SUMMARY REPORTASSOCIATES SUMMARY REPORTASSOCIATES SUMMARY REPORT – This screen is a report that gives you a summary report of what your Associates have made broken down month-by-month along with category break down, with options of pulling from previous years as far back as 2006. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

ASSOCIATES TRANSACTION REPORTASSOCIATES TRANSACTION REPORTASSOCIATES TRANSACTION REPORTASSOCIATES TRANSACTION REPORT – This screen gives you a detail report that shows either individual or office transactions that have been reported by listing each address that was enter monthly.

BROKER SERVICE FBROKER SERVICE FBROKER SERVICE FBROKER SERVICE FEE REPORTEE REPORTEE REPORTEE REPORT – This screen is a detail report that shows either by individual or office what transactions that have been reported by listing each address that was entered. ***Contact: Tamara Johnson******Contact: Tamara Johnson******Contact: Tamara Johnson******Contact: Tamara Johnson***

EEEE----NOTICNOTICNOTICNOTICESESESES––––AAAAGENT MONTHLY PRODUCTION REPORT GENT MONTHLY PRODUCTION REPORT GENT MONTHLY PRODUCTION REPORT GENT MONTHLY PRODUCTION REPORT - This screen gives you access to your Agent monthly reports regarding their production. This information is reflecting what your office has reported for each of your Associates on monthly bases. Every month your Agent will receive an E-Notice from Regional regarding what has been reported for the previous month, plus they are also able to pull the last two months as well. Also, on this page at the top is a link to look at the office monthly Sales Report that was sent to Regional. E-Notices go out every month to the offices for offices offices offices offices production production production production which which which which will be will be will be will be on on on on thethethethe 15151515thththth and the Agents on the 20Agents on the 20Agents on the 20Agents on the 20thththth of every month.

Click on the arrow and get the last two months

TEAM PRODUCTION REPORTTEAM PRODUCTION REPORTTEAM PRODUCTION REPORTTEAM PRODUCTION REPORT – This screen is a report that gives you team rankings from top team to bottom in your office. On the report it shows who the (TL) Team Leader is, along with who’s on the team as (TM/SA) which means Team Member/Sales Associates or (TM/LA) Team Member/Licensed Assistant, plus commissions for TL and TM/SA in individual production. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

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EMAIL MARKETINGEMAIL MARKETINGEMAIL MARKETINGEMAIL MARKETING – This screen enables you to view each agent’s percentage of opening emails from RE/MAX of Texas. This is particularly useful when agent says, “nobody told ME anything about that…” NOTESNOTESNOTESNOTES::::_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

AGENT PROFILE SECTION

PROSPECTS

ADD NEW AGENT UPDATE AGENT

STATUS CHANGE TEAM MEMBER ROSTER

PPPPROSPECTROSPECTROSPECTROSPECT ICAICAICAICA – This screen is for agents who are possibly thinking of joining your office, but would like to see the terms & conditions of your office and RE/MAX of Texas. This data will NOT be savedThis data will NOT be savedThis data will NOT be savedThis data will NOT be saved until you go in and make it active. If the agent decides to join your office, retrieve the prospect ICA and convertconvertconvertconvert it to active agent. If the agent decides not to join, just delete from your prospect list. ***Contact: Janice Granger******Contact: Janice Granger******Contact: Janice Granger******Contact: Janice Granger***

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AAAADD NEW AGENTDD NEW AGENTDD NEW AGENTDD NEW AGENT – This screen is for when you are ready to input a new agent into your office roster. Once an agent has decided to join your office and has filled out the RE/MAX Member Profilefilled out the RE/MAX Member Profilefilled out the RE/MAX Member Profilefilled out the RE/MAX Member Profile, this section is where you set them up. PLEASEPLEASEPLEASEPLEASE NOTE:NOTE:NOTE:NOTE: What RE/MAX considers a

new agent is an agent who has nevernevernevernever been with RE/MAX. When

inputting your new agent, please you MUSTMUSTMUSTMUST have the license number, member profile number, and email address! PLEASE NO FAKE NUMBERS!PLEASE NO FAKE NUMBERS!PLEASE NO FAKE NUMBERS!PLEASE NO FAKE NUMBERS!

PLEASE DO NOT USE FAKE NUMBERS! NOTES:NOTES:NOTES:NOTES:_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

AGENT UPDATEAGENT UPDATEAGENT UPDATEAGENT UPDATE – This screen is where you will find your active agents in your office with their Independent Contractor’s Agreement (ICA) dates, Join Date, Grandfather, Broker Service Fee (BSF%), Member Profile ID, RAPP. You can generate your agents ICA information by clicking on UPDATE UPDATE UPDATE UPDATE button. ***Contact: Janice Granger******Contact: Janice Granger******Contact: Janice Granger******Contact: Janice Granger***

STATUS CHANGESTATUS CHANGESTATUS CHANGESTATUS CHANGE – This screen is where you can electronically Terminate, Transfer, Reactivation, Roster Updates, and Team Updates. The system will email the request to RE/MAX of Texas the requestor. Once request is approved/denied an email will be sent to the requestor. RE/MAX of TEXAS NO LONGER NEEDS COPIES OF STATUS CHANGE FORMS.

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TEAM MEMBER ROSTERTEAM MEMBER ROSTERTEAM MEMBER ROSTERTEAM MEMBER ROSTER – This screen will list any agents in your office that is on a team. It will show who RE/MAX of Texas have set up as team(s) in your office from who the Team Leader (TL) is along with their Team Member (TM). If there are any changes, please fill out a RE/MAX Status Change Form and forward to Tina Perez to

get it updated. IMPORANTIMPORANTIMPORANTIMPORANT NOTENOTENOTENOTE---- perperperper RE/MAXRE/MAXRE/MAXRE/MAX InternationalInternationalInternationalInternational Guidelines:Guidelines:Guidelines:Guidelines: A Team

Leader may NOT change to Individual or Team Member status after March 15th of the

current year. ***Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez******Contact: Tina Perez***

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DOWNLOADSSECTION

CONTRACTS/DOCUMENTS AWARDS LIST

LISTING/RECRUITING PRESENTATION

CONTRACTS/DOCUMENTS – This screen you are able to retrieve and print ICA Contracts, RAPP Agreements, Sponsorship Agreements either by PDF Files or form fill MS Word documents. ***Contact: Janice Granger******Contact: Janice Granger******Contact: Janice Granger******Contact: Janice Granger***

AWARD LISTAWARD LISTAWARD LISTAWARD LIST – This screen is where you can find all award winners Quarterly and Annual for each council by Top 20 Individuals and Top 20 Teams, along with Annual Production Club rankings for the past year. ***Contact: T***Contact: T***Contact: T***Contact: Tina Perez***ina Perez***ina Perez***ina Perez***

LISTING PRESENTATIONLISTING PRESENTATIONLISTING PRESENTATIONLISTING PRESENTATION – This screen is a pre-made PowerPoint listing presentation that can be easily edited & customized for any agent: contains points & graphics illustrating the RE/MAX value propositions of advertising dominance, website traffic, superior lead capture technology, agent education & training, and community involvement.

MARKETING &

RECRUITINGSECTION

RECRUIT CALL CENTER RECRUITING INSTRUCTIONS

RECRUITING GUIDE RECRUITING FEEDBACK MARKET INTELLIGENCE

TOP 20 RECRUITSTOP 20 RECRUITSTOP 20 RECRUITSTOP 20 RECRUITS – This screen is where you submit your own “wish list” of agent prospects; our Call Center solicits them for recruiting appointments with you. The success rate is HIGH. The service is FREEFREEFREEFREE. The office not taking advantage of this is NOT TRYING VERY HARD. Karen Shelton at 281-828-8888 will cheerfully get you started. ***CONTACT: KAREN SHELTON***

TTTTOP 20 RECRUITSOP 20 RECRUITSOP 20 RECRUITSOP 20 RECRUITS – Instructions

RECRUITING GUIDE BOOKRECRUITING GUIDE BOOKRECRUITING GUIDE BOOKRECRUITING GUIDE BOOK

RECRUITING MANUAL FEEDBACKRECRUITING MANUAL FEEDBACKRECRUITING MANUAL FEEDBACKRECRUITING MANUAL FEEDBACK – Let us know any suggestions you may have to improve the Recruiting Manual.

MARKET INTELLIGENCEMARKET INTELLIGENCEMARKET INTELLIGENCEMARKET INTELLIGENCE – This screen is an AMAZING competitive data on office and individual agent productivity. It lists, ranks and categorizes every bit of useful information on every agent in your MLS. Enormous application for recruiting and listing! ***Contact: Karen Shelton or Al Leissner******Contact: Karen Shelton or Al Leissner******Contact: Karen Shelton or Al Leissner******Contact: Karen Shelton or Al Leissner***

RE/MAX FORMS

MEMBER PROFILE STATUS CHANGE FORM

NOTIFICATION OF INACTIVE STATUS RE/MAX POWER USER FORM

INSURANCE APPROVED SUPPLIERS RE/MAX ORDER PRODUCT LIST & FORM