BHGRE Agent Tutorial for RealSatisfied
First, sign in to your RealSatisfied Agent Dashboard from the sign in link on your personal profile page.
Your Agent Profile page will be created for you when your first survey is ready to be sent to your client. RealSatisfied will send a survey upon the completion of every transaction to the seller or the buyer, or both. You will be sent your profile link and password in an email at that time. Your profile page will be created using the information and photo we have for you inside of CREST. You may edit this at any time, if you choose.
You will be able to change the password after you log in using the “change password” button next to your profile photo. If you have misplaced the launch email, you can click on “reset password” at the login screen and a reset link will be emailed to you at the email address used to create your account.
Profile Settings
When you are in your agent dashboard, you will see that your entire account is managed from this single location. The majority of your profile settings are taken care of for you via our CREST feed. However, you can edit your social media and profiles by clicking on “Profile Page Settings” and this will trigger a window that pops up over the dashboard to allow you easy access to edits. All changes are instantly reflected in the dashboard view and on your public profile.
Syndication, Publishing Services, Feeds & Widgets
1. Syndication: RealSatisfied is currently the only service that can syndicate recommendations to Realtor.com®. To sync your RealSatisfied account with your Social Bios account at Realtor.com, click the toggle next to the Realtor.com® and you will be taken to login to your Social Bios account. If you do not have a Social Bios account, you can create one and link your accounts at this time.
2. Publishing Services: When you receive a recommendation via RealSatisfied, you may share these to Facebook and Twitter. Give permission to send to those channels on your behalf by clicking the toggle next to each. Once you’ve done this, you should not have to do it again. You must approve each recommendation you share out to these social networks.
Invitations To Complete Surveys
1. When an invitation to complete a survey is sent to your client, it is logged in your account and it’s status will show up in the “invitations” window of your dashboard. The default view is “all invitations,” and when you click on the filter a dropdown menu appears that gives you access to any invitation type you’d like to see. It also indicates which require action on your part. Clicking on any of these will allow you to quickly and easily take action to correct or approve.
2. You can access any survey directly by clicking on the row that shows the invitation identification. Each survey type will show you different details about that invitation. Clicking on a completed survey, for example will allow you to see the full survey responses in PDF form and promote the results.
3. Clicking on a survey that has been sent, but not responded to, will allow you to resend a notification to your client. The pop-up windows for these actions should be self-explanatory in context.
Approving & Promoting Testimonials
1. Every testimonial must be approved by you before it will appear on your profile page. We only ask for testimonials from clients who were highly satisfied with your performance, but there may be many reasons why you might not want a testimonial to be public.
2. Once you have made a testimonial public, you can choose to publish it to social media channels like Twitter and Facebook, and…
3. Syndicate the testimonial to Realtor.com®.