Tag Archives: Dotloop

REALTOR® Rally 2016 – It’s A Wrap!

November 11th — Wow. Awesomeness. We have a true love of what we do here at Coldwell Banker D’Ann Harper, REALTORS® and the passion to share it with one another; but more importantly with everyone who has a place to call home.

REALTOR® Rally is a culmination of strategic planning and the desire to create an immersive learning experience. Classes taught by our valued partners, Sales Agents and Coldwell Banker Real Estate LLC., guests were the hub of what made this event such a success. A framework of vendors brought their “A” game to share services, tools and ideas to equip attendees with a kickstart of business for 2017.

It is really tough to formulate into words what an experience this was for all of us. Rather than describe each class, amount of attendees and the usual stats, we wanted to share the photos. Our team of photographers were on hand to capture as many moments as we could. BUT, some of these photos were taken by our agents, employees and guests who shared their experiences on social media.

Thank you to everyone who attended. The feedback was overwhelmingly positive and we’re already planning for next level awesomeness experience.

Enjoy these inside the event glimpses:

Gabe Richter, VP of Marketing and Technology for Coldwell Banker D’Ann Harper, REALTORS® feeling the love from D’Ann Harper and Leesa Harper-Rispoli in his efforts on this years REALTOR® Rally 2016.

A delicious All-American breakfast brought to our attendees by American Home Shield.

Registration table, handing out custom lanyards and swag bag to all the attendees – left to right; Pam Meegan, Rachelle Lozano, Norma Luna and Jackie Thibadeau.

D’Ann Harper and Leesa Harper-Rispoli welcoming everyone during the opening ceremonies. It was a full house!

A very special announcement was made, one that immortalizes Herbert Harper, D’Ann’s late husband of almost 45 years. There is nothing more important in the CBHarper culture, than family. So to both honor and celebrate that family D’Ann and Leesa have put together a scholarship fund in Herbert Harper’s name available only to the employees, agents and their children. More on this to come…

Thank you to Chris Harris (pictured above) and the entire team over at Sunbelt Lending (formerly CB Mortgage) who have gone above and beyond to continue to serve to needs of our clients and sales agents.

Anna Visioli , VP of Digital Marketing at Coldwell Banker LLC., she is behind the online experience. Her presentation offered true insight to the digital CB platform.

Craig Hogan actively engaging on all the leading trends in the luxury market efforts tied to Coldwell Banker Previews International. As the VP of Luxury for Coldwell Banker Real Estate LLC., Craig has been an active participant and trainer in the Coldwell Banker Previews International efforts for many years.

David Marine, VP of Brand Engagement for Coldwell Banker Real Estate LLC., speaks about the newest “Awesomeness”campaign. David is responsible for the brand’s media strategy and the engagement of consumers across all parts of the marketing process as well as connecting internationally. Singularly well versed professional in the realm of content strategy, social products and tools, and video production.

Our friends at Nothing Bundt Cakes San Antonio / Stone Oak sharing some delicious samples and giving out sweet prizes (bundt cake towers).

Our friends at Nothing Bundt Cakes San Antonio / Stone Oak sharing some delicious samples and giving out sweet prizes (bundt cake towers).

The team at Trinity Title of San Antonio posing for photos with several of our agents, Ruby Servin and Carla Fear.

The team at Trinity Title of San Antonio posing for photos with several of our agents, Ruby Servin and Carla Fear.

Elvis was in the building! Thank you to Guaranteed Inspections for inviting the King of Rock & Roll

Elvis was in the building! Thank you to Guaranteed Inspections for inviting the King of Rock & Roll

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Andy Smith, REALTOR® hosting a class with some insider tips on how to win those listings!

Andy Smith, REALTOR® hosting a class with some insider tips on how to win those listings!

Craig Hogan's class on "Luxury That Leads". We are so grateful he was not only able to be at our event, but to provide a solid knowledge base on the trends in luxury real estate.

Craig Hogan’s class on “Luxury That Leads”. We are so grateful he was not only able to be at our event, but to provide a solid knowledge base on the trends in luxury real estate.

Melissa Espinales, on point at the vendor expo! See that gold basket? Each person with their name inside was entered to win a host of wonderful prizes.

Melissa Espinales, on point at the vendor expo! See that gold basket? Each person with their name inside was entered to win a host of wonderful prizes.

Selfies in our REALTOR® Rally 2016 photo frame! Don't forget to hashtag. #CBHarperRR2016 #Rally2016

Selfies in our REALTOR® Rally 2016 photo frame! Don’t forget to hashtag. #CBHarperRR2016 #Rally2016

Leslie and Lee'Ann Kramer from Traditions Interior. They were also a partner in our vendor expo - thank you Leslie and Lee'Ann!

Leslie and Lee’Ann Kramer from Traditions Interior. They were also a partner in our vendor expo – thank you Leslie and Lee’Ann!

Bizzy Darling, Rookie of the Year for 2015, speaks about success in the first year to her peers.

Bizzy Darling, Rookie of the Year for 2015, speaks about success in the first year to her peers.

Daniel Castillo, REALTOR® speaking to his peers about how to turn renters into buyers.

Daniel Castillo, REALTOR® speaking to his peers about how to turn renters into buyers.

Wendy Ague, REALTOR® and selfie expert, enjoying REALTOR Rally 2016 representing the Coldwell Banker D'Ann Harper, REALTORS® North East Sales Office.

Wendy Ague, REALTOR® and selfie expert, enjoying REALTOR Rally 2016 representing the Coldwell Banker D’Ann Harper, REALTORS® North East Sales Office.

Entrance to the Vendor Expo ballroom where all of the agents had a chance to win prizes, treats and meet professionals in their industry. Thank you to all of those who partnered with us in the vendor expo.

Entrance to the Vendor Expo ballroom where all of the agents had a chance to win prizes, treats and meet professionals in their industry. Thank you to all of those who partnered with us in the vendor expo.

Sales agents, guests and partners crowded the expo relishing the freebies and services offered.

Sales agents, guests and partners crowded the expo relishing the freebies and services offered.

David Henry from Card Isle providing a demo of their personalized greeting card program.

David Henry from Card Isle providing a demo of their personalized greeting card program.

Entered into the drawing and ready to win!

Entered into the drawing and ready to win!

Several of the Marketing and E-Leads team handling setup, but stopped for a quick photo.

Several of the Marketing and E-Leads team handling setup, but stopped for a quick photo.

Swag bags with a slew of freebies and exclusive offers are excitedly handed out/enjoyed by all.

Swag bags with a slew of freebies and exclusive offers are excitedly handed out/enjoyed by all.

Perfect blend of excitement and serious conversation buzz throughout the day.

Perfect blend of excitement and serious conversation buzz throughout the day.

Food shot - speaks for itself. Also looks great on Instagram!

Food shot – speaks for itself. Also looks great on Instagram!

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Can you spot the photobomb?

Can you spot the photobomb?

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What is Dotloop?

We are excited to announce our newest partnership with dotloop. What exactly is dotloop? Dotloop is a program that links people, documents and tasks to help you work better, together. So what does this mean for your clients? This means saving ink and trees, in other words, less paperwork to fill out and faster turnaround. To learn more about sharing documents, check out the infograph below:

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So how exactly does Dotloop work? Below is an example of how REALTOR® Alex helps get that dream home for his client Betty:

  • Alex’s client Betty wants to buy a home, so he creates a loop and invites Betty.
  • To start, Alex puts together a simple to do list for Betty inside dotloop, detailing the steps she needs to take to purchase a home.
  • First up – Betty needs to determine how much she can afford. So Alex, the ever-resourceful agent, introduces Betty to Mark, a trusted mortgage broker.
  • Betty uploads her required mortgage information to the loop for Mark; Mark adds the pre-approval letter to the loop for Betty and Alex.
  • After a few weeks of looking at homes with Alex, Betty falls in love with a two-story gem and is ready to make an offer.
  • Alex writes up the offer in dotloop and shares it with Betty for review and signature.
  • Signed, sealed and shared with Alex, Betty enters her offer with dotloop, where she also keeps a copy for herself.
  • Alex shares the offer with Lisa, the listing agent. Even though Lisa is on the other side of the deal, she can join the same loop to view the documents.
  • Lisa reviews the offer then invites her seller clients, Sam and Sarah, to the loop to review it. No one else can see who Lisa invited.
  • Sam and Sarah decide on a counter offer. Lisa opens the original offer in dotloop, makes the necessary changes and then shares the document to Sam and Sarah to sign.
  • Because of dotloop’s strict permissions controls, Alex won’t see the changes Lisa made until she shares the document back.
  • Once everything is ready to go, Lisa shares the document back with Alex, who quickly shares it with Betty.
  • Betty accepts the counter offer and is ready to get started in her new home!

We are excited about this new venture with dotloop and helping our clients buy more efficiently. For our REALTORS®, if you are interested in a training session, there are many opportunities to learn more about dotloop.  Please log into the XNet for the upcoming training calendar.