Corporate Team Process for TECH Stack Selection

This guide outlines the process Corporate Processors should follow when an agent submits a Redwood Tech Sign-Up Form.

Zaps:

Feed from google form to monday.com board: https://zapier.com/editor/218697219/published

Feed from google form to send email notification: https://zapier.com/editor/218868719/published

Feed from hubspot form to monday.com for Tech stack training: https://zapier.com/editor/218257250/published

Monday boards:

https://c21redwood.monday.com/boards/5665310678/ (Tech stack selection) – this will show a list of agents who signed up using the google form for the CRM/Agent Website

https://c21redwood.monday.com/boards/5672970921 (TECH Stack Training) – grouped by sessions, it has the agent list that signed up for any session

https://c21redwood.monday.com/boards/5700845042/views/124961732 (Active Agent Roster – Field View) – this shows the list of active agents and what Tech they selected.

Step 1: Sending Tech Agreement


Resources:

Responses from the TECH Form via google sheet: https://docs.google.com/spreadsheets/d/1AbO71rfUNBkKnZVWDZy2zLpxRqFW1jh69P8w3_QdAhM/edit?usp=sharing

Redwood Tech Agreement for Reimbursable Products (google doc template): https://docs.google.com/ document/d/1-fG4fVIT2nJp3i3L1lcRI92h7N_FDh7lyd_UieddC5M/edit?usp=sharing


Email Template for Tech Agreement:


Good Afternoon ——,


Please find the document for Redwood Tech Agreement, review, and sign. Please email commissions@c21redwood.com if you have any questions before signing.


Thanks so much!

Commissions Department

Step 2: Onboarding Status Guide


Here’s what each statuses mean from this board: https://c21redwood.monday.com/boards/5665310678/


  1. Default Status: When an agent completes the “Redwood Tech Selection Form.”
  2. Sent Document for Signature:
  • If agent chooses Rechat, Follow Up Boss, or Luxury Presence.
  • Commissions team sends agreement via Pandadocs for signature.
  • Skipped if agent chooses Moxiworks.
  1. Received Signed Agreement:
  • When agent signs and sends back the agreement.
  • Skipped if agent chooses Moxiworks.
  1. Ready to Set Up: Agent is ready to be set up in the systems.
  2. Agent Info Sent to Vendor: Commissions team sends setup info to the vendor.
  3. Agent Set Up in the System: Confirmation from vendor that agent is set up.
  4. Notified Agent/Field Team: Agent is informed about login details (cc: Field Team)
  5. All Steps Completed: Final status when all steps are done.
  6. Cancelled: If the agent decides to cancel the previous selection.

Step 3: Adding agents to each system


Rechat:

Rechat Support:

The hours of operation for Support are:

7am CST – 7pm CST Monday-Friday

8am CST – 4pm CST Saturday

Sunday – closed for Support

Email: support@rechat.com


To add a member (send to support@rechat.com, see HS# 439193 as a sample)

Subject: Add a member to C21 Redwood’s Rechat Account


Good Morning/Afternoon,

Please add the following:

Name:

Email:

Role:

Office:

Kindly confirm when the invitation was sent to the agent. Thank you! 🙂


Follow Up Boss:

Support:

Adding user to Follow Up Boss: https://help.followupboss.com/hc/en-us/articles/4402370641175


Luxury Presence: usually takes them 1-2 weeks to set it up and will get back to us once completed. Client Success Manager: Brittany Pollack (on Maternity leave), please cc Audrey Wanstrath instead.


Email: support@luxurypresence.com; awanstrath@luxurypresence.com; bpollack@luxurypresence.com (on leave)


Subject: Agent Subdomain Set Up – [Agent Full Name]


Good Morning/Afternoon,


Can you set up an agent with an LP website please. See below information:


Agent Name:

Desired subdomain:

Agent details page link:

MLS Connected? Yes/No

MLS ID:

NOTE:

Please confirm receipt of this email and ETA when the website will be ready. Thanks so much!


Note: Once LP subdomain is live, forward the email conversation to Jake (support@c21redwood.com) if the agent chose a custom domain forwarding to the website.

Step 4: Notifying agents/Field when agent's user access is set up (same Tech products)


If CRM & Website selected is Rechat:

Subject: You Are Now Set Up with Your Selected TECH!

We trust this message finds you well. Exciting news – your Rechat user access for CRM and website is now active! You should have received an email invitation titled “You’ve been invited to Century 21 Redwood Realty” from support@rechat.com. Kindly confirm receipt and ensure successful login.


Follow these streamlined steps for a seamless onboarding experience:

  1. Accept the invite from support@rechat.com (check your spam folder, just in case!)
  2. Navigate through the email prompts to finalize the verification process.
  3. When prompted for your Agent License number, input your BRIGHT MLS ID.

Important: Skipping this process during your initial app login may impact email deliverability and restrict access to our company-branded materials.

To enhance your Rechat experience, refer to our comprehensive support guide, “Getting Started with ReChat.”  This resource provides valuable insights and assistance in maximizing the platform’s features.


Please feel free to reach out to commissions@c21redwood.com if you wish to make any changes to your selection or if you have any questions.

We appreciate your cooperation and look forward to your continued success!


If CRM & Website selected is Moxi:

Subject: You Are Now Set Up with Your Selected TECH!

Hope you’re doing well. Now that you’ve chosen Moxi for your CRM and Website, it’s time to access your account. Follow the instructions outlined in the “Getting Started with MoxiWorks”  guide to familiarize yourself with the product and log in.


You can also find helpful courses through C21University: https://century21university.com/content/tlp/century-21/en_us/courses/all-moxiworks/main.html


Please feel free to reach out to commissions@c21redwood.com if you wish to make any changes to your selection or if you have any questions.

Step 5: Notifying agents/Field when agent's user access is set up (If CRM and Website are 2 different Tech Products)

Subject: You Are Now Set Up with Your Selected TECH!

We trust this message finds you well. We are delighted to inform you that your CRM and website accounts have been successfully established. Here are the essential details to facilitate a seamless onboarding process:

[insert crm]

[insert website]

Please feel free to reach out to commissions@c21redwood.com if you wish to make any changes to your selection or if you have any questions.

We appreciate your cooperation and look forward to your continued success!


CRM: Follow Up Boss

  1. Please check your inbox for the email invitation and proceed to click on the “Create My Account” button, following the provided prompts.
  2. To acquaint yourself with the platform, we recommend viewing the on-demand replay of the Agent Kickstart webinar here. To deepen your understanding and proficiency with Follow Up Boss, additional training webinars and support resources can be accessed here.

CRM: Rechat

  1. Accept the invite from support@rechat.com (check your spam folder, just in case!)
  2. Navigate through the email prompts to finalize the verification process.
  3. When prompted for your Agent License number, input your BRIGHT MLS ID.

Important: Skipping this process during your initial app login may impact email deliverability and restrict access to our company-branded materials.

To enhance your Rechat experience, refer to our comprehensive support guides, “Getting Started with ReChat” and “ReChat Trainings”. These resources provide valuable insights and assistance in maximizing the platform’s features.


CRM: Moxi

  1. Follow the instructions here https://support.moxiworks.com/hc/en-us/articles/205467585-MoxiEngage-Overview-and-Initial-Setup if this is your first time logging into Moxi. You also have access to all Moxi products including the MoxiWebsite.
  2. If you missed the initial training for MoxiWebsites, you can watch the recording here: MoxiWebsites – Introduction
  3. You can also find helpful courses through C21University: https://century21university.com/content/tlp/century-21/en_us/courses/all-moxiworks/main.html

Agent Website: Rechat

  1. Accept the invite from support@rechat.com (check your spam folder, just in case!)
  2. Navigate through the email prompts to finalize the verification process.
  3. When prompted for your Agent License number, input your BRIGHT MLS ID.

Important: Skipping this process during your initial app login may impact email deliverability and restrict access to our company-branded materials.

To enhance your Rechat experience, refer to our comprehensive support guides, “Getting Started with ReChat” and “ReChat Trainings” This resources provide valuable insights and assistance in maximizing the platform’s features.


Agent Website: Moxi

  1. Follow the instructions here https://support.moxiworks.com/hc/en-us/articles/205467585-MoxiEngage-Overview-and-Initial-Setup if this is your first time logging into Moxi. You also have access to all Moxi products including the CRM.
  2. If you missed the initial training for MoxiWebsites, you can watch the recording here: MoxiWebsites – Introduction
  3. You can also find helpful courses through C21University: https://century21university.com/content/tlp/century-21/en_us/courses/all-moxiworks/main.html

Agent Website: Luxury Presence

  • You should have received the login link from Luxury Presence. If you have not received the email yet, please let us know so we can investigate.
  • What is your preferred subdomain (recommended format firstnamelastname.c21redwood.com (e.g., johnsmith.c21redwood.com)? We have an existing subdomain ___________________, please let us know if you want to keep that subdomain.

Here are the some helpful Luxury Presence training webinars and support resources that can be accessed – Getting Started with Luxury Presence.

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