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Email Signatures For Real Estate Agents

Published on: December 6 2022 by Jaime Resendiz

Email Signatures For Real Estate Agents

Email Signatures For Real Estate Agents

startTime durationTime text
00:00:05 00:00:11 hey this is Jaime with eco real estate
00:00:08 00:00:13 advisors today we're gonna cover email
00:00:11 00:00:15 signatures and how to create them
00:00:13 00:00:19 there's three themes that we're gonna
00:00:15 00:00:22 follow as we're creating these email
00:00:19 00:00:23 signatures and the first one being we're
00:00:22 00:00:26 gonna approach it from a branding
00:00:23 00:00:29 perspective so we absolutely want to
00:00:26 00:00:31 present the most favorable side of our
00:00:29 00:00:34 business and also just display it in a
00:00:31 00:00:37 very professional and branded way we
00:00:34 00:00:39 also are going to be focusing on our
00:00:37 00:00:43 email signature from a compliance
00:00:39 00:00:46 standpoint now I'm out of the state of
00:00:43 00:00:50 Texas so a lot of the compliance all of
00:00:46 00:00:53 the compliance marketing that I'm aware
00:00:50 00:00:56 of is a it's really gonna be geared
00:00:53 00:00:58 towards that so depending on when you're
00:00:56 00:01:01 watching it the marketing and
00:00:58 00:01:03 advertising regulations from Trek the
00:01:01 00:01:05 Texas real estate commission may have
00:01:03 00:01:08 changed but this is how I understand
00:01:05 00:01:10 them to be at this present time what's
00:01:08 00:01:14 more important for you to give from this
00:01:10 00:01:15 video is the functionality and you're
00:01:14 00:01:18 going to be able to swap things in and
00:01:15 00:01:20 out very quick quickly and inexpensively
00:01:18 00:01:22 so you don't need to go out there and
00:01:20 00:01:26 get a programmer or somebody that's
00:01:22 00:01:28 gonna charge you 60 100 150 dollars per
00:01:26 00:01:32 hour anything like that to get your
00:01:28 00:01:35 email signature in a very branded way
00:01:32 00:01:39 and in a very compliance oriented way so
00:01:35 00:01:43 there's that now also we do want to
00:01:39 00:01:48 maximize our point of contact with our
00:01:43 00:01:50 leads so if you're doing a lot of email
00:01:48 00:01:52 marketing or if you're getting leads
00:01:50 00:01:55 online there's a good chance that you're
00:01:52 00:01:59 following up with emails and texts so
00:01:55 00:02:01 you do want to optimize every point of
00:01:59 00:02:04 contact or every contact that you have
00:02:01 00:02:07 with your follow up on those online
00:02:04 00:02:11 leads so we are going to be focused on a
00:02:07 00:02:13 lead generation email signature and
00:02:11 00:02:16 make more sense when we're going through
00:02:13 00:02:18 it so right now to give you an example
00:02:16 00:02:22 of what I'm toking about this is my
00:02:18 00:02:24 present email signature now I am NOT a
00:02:22 00:02:27 programmer by any stretch of the
00:02:24 00:02:30 imagination I'm not a coder or anything
00:02:27 00:02:32 else like that so just know that
00:02:30 00:02:37 regardless of where you are tiknology
00:02:32 00:02:40 wise we were probably on the same page
00:02:37 00:02:46 I'm gonna venture a guess now and see I
00:02:40 00:02:50 just got an email of my association ok
00:02:46 00:02:53 so this is my email signature and this
00:02:50 00:02:58 format where you actually see images
00:02:53 00:03:01 it's a HTML in HTML format and I didn't
00:02:58 00:03:03 code any of this this is not something
00:03:01 00:03:06 that I did but what I like about this
00:03:03 00:03:11 email and I'll send myself an email so
00:03:06 00:03:13 you see the recipients side of it what I
00:03:11 00:03:16 like about this email is that it
00:03:13 00:03:18 presents differently you see the
00:03:16 00:03:21 attachments that come with it which are
00:03:18 00:03:24 right here which are links but I like
00:03:21 00:03:27 the ability to have a click through
00:03:24 00:03:30 meaning when they're getting whomever
00:03:27 00:03:34 I'm emailing whether that be a client or
00:03:30 00:03:38 a co-worker another agent whoever it is
00:03:34 00:03:42 they're able to they're able to click
00:03:38 00:03:46 through and and find me they're able to
00:03:42 00:03:48 go directly to my Facebook page like a
00:03:46 00:03:50 kid or they can do a little bit of
00:03:48 00:03:53 research about who they're actually
00:03:50 00:03:55 interacting with most important with
00:03:53 00:03:59 your clients as if you're doing a lot of
00:03:55 00:04:01 online lead generation like I am then
00:03:59 00:04:05 they're gonna want to qualify you from
00:04:01 00:04:08 an online perspective so it's how I see
00:04:05 00:04:11 it it's very important to have some
00:04:08 00:04:13 qualifying information that you do have
00:04:11 00:04:17 an online presence it just presents well
00:04:13 00:04:20 and the functionality of them just being
00:04:17 00:04:23 able to click through in your email is
00:04:20 00:04:24 super important at least that's my
00:04:23 00:04:28 opinion you may have a different
00:04:24 00:04:31 but also you see here that I have the I
00:04:28 00:04:34 ABS form so the information about broker
00:04:31 00:04:36 services which you do need to present to
00:04:34 00:04:39 your clients
00:04:36 00:04:41 the trek consumer protection notike
00:04:39 00:04:47 that's also something else that they can
00:04:41 00:04:48 click through and they have it so assume
00:04:47 00:04:51 say you're I'm just trying to stay as
00:04:48 00:04:54 compliant as possible again regulations
00:04:51 00:04:56 may change but this is how I understand
00:04:54 00:04:59 the regulations to read at this present
00:04:56 00:05:01 time and then the lead generation
00:04:59 00:05:05 component component that I was toking
00:05:01 00:05:09 about is right here I have the cloud CMA
00:05:05 00:05:11 which is available to me through the
00:05:09 00:05:15 associations of Metro tik's the
00:05:11 00:05:18 association that I'm with and I like the
00:05:15 00:05:21 ability for my clients or anybody that
00:05:18 00:05:26 has turned into a lead to be able to
00:05:21 00:05:27 click through there and see what their
00:05:26 00:05:29 the value of their home is worth
00:05:27 00:05:32 essentially once they provide their
00:05:29 00:05:36 address whatever it may be they're
00:05:32 00:05:38 getting a cloud CMA or just a CMA cloud
00:05:36 00:05:41 is more of the company but they're
00:05:38 00:05:45 getting a CMA directly to their inbox so
00:05:41 00:05:49 it just provides an additional point of
00:05:45 00:05:51 contact and yes I may already have their
00:05:49 00:05:53 email hence that's why they're getting
00:05:51 00:05:57 it but if I see that they've clicked
00:05:53 00:06:00 through and have actually requested a
00:05:57 00:06:02 home valuation then that tells me it's
00:06:00 00:06:04 not necessarily a code lead at this
00:06:02 00:06:08 point it's becoming more of a warmer
00:06:04 00:06:12 lead as they would took the time to
00:06:08 00:06:14 click through here and arrive here input
00:06:12 00:06:16 their information and they're a little
00:06:14 00:06:19 bit more than curious about the value of
00:06:16 00:06:24 their home so this is a lead capture
00:06:19 00:06:27 that I have in my facebook page in my
00:06:24 00:06:31 website all the landing pages that I
00:06:27 00:06:33 create because I do want to get as of
00:06:31 00:06:36 course this may leads as possible but
00:06:33 00:06:38 more than anything I want to really
00:06:36 00:06:41 provide another level of service
00:06:38 00:06:45 a lot of agents aren't doing at this
00:06:41 00:06:49 time so let's see how to actually get to
00:06:45 00:06:51 this email signature if if you're not
00:06:49 00:06:52 already here all right so the first
00:06:51 00:06:59 component that we're going to attack is
00:06:52 00:07:02 the HTML format now again I can have no
00:06:59 00:07:04 clue how to actually create this email
00:07:02 00:07:08 signature but I know where to get that
00:07:04 00:07:11 so where I did a bordering it from was
00:07:08 00:07:14 fiber so you may have heard of it
00:07:11 00:07:17 fiber is a crowdsourced out full of
00:07:14 00:07:20 freelancing crowd-sourced work
00:07:17 00:07:23 essentially just a group of freelancers
00:07:20 00:07:27 and you can get every type of service
00:07:23 00:07:31 unknown to known to man on this platform
00:07:27 00:07:35 so the vendor that I ended up using was
00:07:31 00:07:38 web develop team not somebody that I
00:07:35 00:07:41 have a personal experience with as at
00:07:38 00:07:45 this point I've created about 12 to 15
00:07:41 00:07:48 different templates from this developer
00:07:45 00:07:51 so I know I guess bender I'm not sure
00:07:48 00:07:53 this person is a developer it's
00:07:51 00:07:57 suggested in the name so I'm gonna guess
00:07:53 00:07:58 maybe they are but if you're not sold on
00:07:57 00:08:07 this person all you need to do is go to
00:07:58 00:08:07 fiber got an HTML email pitcher
00:08:09 00:08:15 and you get to take your pick so how I
00:08:12 00:08:19 did it was very simple I just went click
00:08:15 00:08:23 through and started looking at some
00:08:19 00:08:26 emails I liked and once I found a
00:08:23 00:08:29 template that I liked then I went and
00:08:26 00:08:33 clicked through to the vendor and I
00:08:29 00:08:36 ordered the order signature
00:08:33 00:08:41 they're gonna ask for your logo in a
00:08:36 00:08:45 high resolution clock font and format so
00:08:41 00:08:47 if it developed or if you had to create
00:08:45 00:08:51 it and you can create yourself then try
00:08:47 00:08:53 to get the the the files from whoever
00:08:51 00:08:56 you ordered it from or if you designed
00:08:53 00:08:59 it yourself and of course provided to
00:08:56 00:09:02 the vendor that you select they're gonna
00:08:59 00:09:04 ask for images that you want to include
00:09:02 00:09:07 if you're going to include your face
00:09:04 00:09:10 you're gonna include your logo you don't
00:09:07 00:09:12 have to put the face you don't have to
00:09:10 00:09:14 send them the Facebook or Twitter or
00:09:12 00:09:16 anything else like that that's already
00:09:14 00:09:20 part of their format but of course you
00:09:16 00:09:22 do want to provide them the your phone
00:09:20 00:09:24 number your personal contact information
00:09:22 00:09:28 as there's no way that they would know
00:09:24 00:09:33 that and yeah the one that I used let's
00:09:28 00:09:38 see if I can backspace here was I think
00:09:33 00:09:42 box and they went ahead and created it
00:09:38 00:09:46 it was a day turnaround in let's see I
00:09:42 00:09:50 think of this one five plus the fee that
00:09:46 00:09:53 Fiverr and collect or you've been on
00:09:50 00:09:55 their platform you can log into you can
00:09:53 00:09:58 log into fiber create an account for
00:09:55 00:10:01 free the only time that you get charged
00:09:58 00:10:03 is when you ask something from one of
00:10:01 00:10:06 their providers or one of their
00:10:03 00:10:08 freelancers and and then it's just a
00:10:06 00:10:13 transaction fee and I believe it's a
00:10:08 00:10:15 dollar so once they return it to you
00:10:13 00:10:18 they're gonna return it to you in a file
00:10:15 00:10:22 format which let's see if I can find it
00:10:18 00:10:23 I use Fiverr quite a bit so you'll see
00:10:22 00:10:28 that we
00:10:23 00:10:32 my review my completed there's 61 orders
00:10:28 00:10:36 that I've ordered from these people the
00:10:32 00:10:47 emails here they're going to return it
00:10:36 00:10:57 to you in a certain format HTML this is
00:10:47 00:11:03 for another company that I had bad
00:10:57 00:11:05 example this was broken you can do the
00:11:03 00:11:09 PNG this is what it was supposed to look
00:11:05 00:11:12 like but you can do the PNG but it's not
00:11:09 00:11:16 click through at that point so I don't
00:11:12 00:11:19 want to I don't go through all of the
00:11:16 00:11:21 orders but just know that as soon as you
00:11:19 00:11:28 get the HTML all you need to do is copy
00:11:21 00:11:32 that go here go to settings go down here
00:11:28 00:11:34 and paste really if the if the link was
00:11:32 00:11:36 not broken not sure if I clicked on an
00:11:34 00:11:39 earlier draft or what was the case with
00:11:36 00:11:42 that but all you would need to do is
00:11:39 00:11:47 come here and paste and you're ready to
00:11:42 00:11:50 go these three these three links I added
00:11:47 00:11:52 myself so whenever you don't worry about
00:11:50 00:11:54 that part because of formatting is a
00:11:52 00:11:57 little bit different and it's coded
00:11:54 00:12:05 differently with that HTML code that
00:11:57 00:12:07 this devote developer created for us so
00:12:05 00:12:10 don't worry about that part but these
00:12:07 00:12:14 three links I did add by myself and all
00:12:10 00:12:18 you need to do to have a hyperlink will
00:12:14 00:12:23 delete this and I'll show you the lead
00:12:18 00:12:25 capture form okay now this is a
00:12:23 00:12:27 dashboard from my association and
00:12:25 00:12:31 there's a good chance that your
00:12:27 00:12:34 association does give you a cloud cma or
00:12:31 00:12:36 if you don't have cloud cma you can sign
00:12:34 00:12:39 up for it to my understanding
00:12:36 00:12:41 so if you do have crowd CMA I do suggest
00:12:39 00:12:45 that you put it as many places as
00:12:41 00:12:48 possible as it is a very cool feature
00:12:45 00:12:50 and it's a great way to get leads where
00:12:48 00:12:52 you don't have to actually get too much
00:12:50 00:12:54 you don't have to get your hands dirty
00:12:52 00:12:59 in any way all you need to do is have
00:12:54 00:13:01 the little bar or the code injected into
00:12:59 00:13:05 your website or landing page or Facebook
00:13:01 00:13:06 so they can land here and then they do
00:13:05 00:13:09 the rest for you
00:13:06 00:13:14 so to get that code you would go to
00:13:09 00:13:19 settings on cloud cma you'll end here
00:13:14 00:13:21 you go to lead gen if you're in and if
00:13:19 00:13:23 you were going to install it on your
00:13:21 00:13:25 website as a widget then this is where
00:13:23 00:13:29 you would do this is the code that you
00:13:25 00:13:32 would use but for me I only want it as a
00:13:29 00:13:33 link so it's simply a hyperlink I would
00:13:32 00:13:39 copy that
00:13:33 00:13:44 I'd come over here and I would put mmm I
00:13:39 00:13:44 forgot what I had on there but get your
00:13:45 00:13:55 comparative market analysis and right
00:13:54 00:14:00 there
00:13:55 00:14:04 paste and there you go now to check the
00:14:00 00:14:07 link you just click through and you have
00:14:04 00:14:11 your landing page that people can type
00:14:07 00:14:13 in their information and they're gonna
00:14:11 00:14:17 get back a comparative market analysis
00:14:13 00:14:19 and then the cloud CMA will send you a
00:14:17 00:14:22 lead notification that somebody has gone
00:14:19 00:14:24 out there and actually input their
00:14:22 00:14:26 information when you receive that lead
00:14:24 00:14:29 you're going to be getting the email and
00:14:26 00:14:32 the phone number along with the name and
00:14:29 00:14:39 address so then you can follow up with
00:14:32 00:14:41 your lead at that point now as far as
00:14:39 00:14:44 your information about broker services
00:14:41 00:14:47 the way that I understand the
00:14:44 00:14:49 advertising and marketing regulations
00:14:47 00:14:56 front track is that you do have to have
00:14:49 00:15:00 filled out so I did fill it out and you
00:14:56 00:15:05 have my broker my license number and
00:15:00 00:15:07 everything else right there but since
00:15:05 00:15:10 you don't want to host it anywhere like
00:15:07 00:15:12 on your website or you may wonder how do
00:15:10 00:15:16 I get it from my computer into a
00:15:12 00:15:18 hyperlink with minimal effort I do
00:15:16 00:15:23 suggest that you use a gmail account
00:15:18 00:15:27 which this is a gmail account which has
00:15:23 00:15:30 my domain as well attached to it and if
00:15:27 00:15:32 you do have a gmail account if not I
00:15:30 00:15:33 would suggest that you create it because
00:15:32 00:15:36 it's going to help you out even if
00:15:33 00:15:38 you're using a different type of email
00:15:36 00:15:41 service it's just going to help you out
00:15:38 00:15:44 tremendously so go out and create a free
00:15:41 00:15:50 gmail account so you have access to the
00:15:44 00:15:52 to the Google Drive and how you do this
00:15:50 00:15:56 let's see so the information about
00:15:52 00:16:04 brokers are at this your information
00:15:56 00:16:09 about brokers service this good Trek
00:16:04 00:16:12 they're gonna provide the form I'll just
00:16:09 00:16:15 download it I already have one there but
00:16:12 00:16:15 we'll do it again
00:16:26 00:16:43 form you fill in your name license
00:16:32 00:16:43 email phone whoever it is file save as
00:16:46 00:16:51 you name it whatever you want to name it
00:16:51 00:17:00 and there you go so let's just make sure
00:16:55 00:17:06 that the information stayed on there and
00:17:00 00:17:06 it did then you're gonna go over to your
00:17:09 00:17:19 Google Drive and you're gonna find what
00:17:18 00:17:25 you just did
00:17:19 00:17:27 and you're gonna import it now you're
00:17:25 00:17:29 gonna right click here and get the
00:17:27 00:17:31 shareable link this is very important
00:17:29 00:17:32 because it's what makes the rest of it
00:17:31 00:17:36 work
00:17:32 00:17:39 get the shareable link it's gonna say or
00:17:36 00:17:41 if it's your first time using it in this
00:17:39 00:17:44 folder it's gonna it's gonna have the
00:17:41 00:17:47 link sharing off which you don't want
00:17:44 00:17:50 that but when you turn it on its gonna
00:17:47 00:17:53 try to keep it to your domain which echo
00:17:50 00:17:57 most advisors ask my domain what you
00:17:53 00:17:59 want to do is go to sharing settings and
00:17:57 00:18:02 right now you can see that anybody
00:17:59 00:18:05 within my organization is able to see it
00:18:02 00:18:08 but we want it to be public so other
00:18:05 00:18:10 people can actually access it that's the
00:18:08 00:18:14 purpose of displaying it on our email
00:18:10 00:18:19 signature so we're gonna go to more I
00:18:14 00:18:21 want to put public on the web I'm sorry
00:18:19 00:18:24 we're gonna go to anyone with the link
00:18:21 00:18:27 that's what we want we're gonna save now
00:18:24 00:18:30 anybody with the link can view they're
00:18:27 00:18:32 not going to be able to edit it but they
00:18:30 00:18:35 can view it which is what you want
00:18:32 00:18:37 you're going to copy the link
00:18:35 00:18:40 then copy to the clipboard you're gonna
00:18:37 00:18:42 go back here and very similar to what we
00:18:40 00:18:44 did with the comparative market analysis
00:18:42 00:18:49 you just highlight it and you provide
00:18:44 00:18:51 that link so you would do the same thing
00:18:49 00:18:56 for the consumer protection notike and
00:18:51 00:18:56 on the consumer protection notike I
00:18:56 00:19:04 think actually I know you don't have to
00:19:01 00:19:07 feel anything in it's just a notike so
00:19:04 00:19:11 that one's easier all you need to do is
00:19:07 00:19:16 download it and then upload it to your
00:19:11 00:19:19 Google Drive and get that shareable link
00:19:16 00:19:21 again just be sure because it strips up
00:19:19 00:19:25 a lot of people and it has for me in the
00:19:21 00:19:30 past be sure that the settings when you
00:19:25 00:19:32 go to get the shareable link and be sure
00:19:30 00:19:36 that one it's on and then to anybody
00:19:32 00:19:38 with the link can view it so a lot of
00:19:36 00:19:42 the times when you flip it on and you
00:19:38 00:19:45 copy that link you notike that as you're
00:19:42 00:19:48 trying to as you're trying to input it
00:19:45 00:19:52 here or can get it to work you find that
00:19:48 00:19:55 it it just is not working so good that's
00:19:52 00:19:57 really that's it's really that simple it
00:19:55 00:19:58 didn't take us but I don't know how long
00:19:57 00:20:01 this video has been going but it didn't
00:19:58 00:20:04 take us too long most of it was the in
00:20:01 00:20:08 the explanation so again this just
00:20:04 00:20:10 presents better in my opinion we do want
00:20:08 00:20:12 to be as compliant as possible and you
00:20:10 00:20:17 can make it as fancy as you would like
00:20:12 00:20:20 fiber is fiber as a service that you can
00:20:17 00:20:23 go on and they're gonna do the HTML
00:20:20 00:20:27 coding for you but you can also go to
00:20:23 00:20:31 another service called Weiss Wise stamp
00:20:27 00:20:34 the pricing is different which if you're
00:20:31 00:20:38 creating a good amount of emails it may
00:20:34 00:20:41 be a better route for you to go but this
00:20:38 00:20:43 is a charge by month in which you can
00:20:41 00:20:47 create unlimited signatures you can have
00:20:43 00:20:48 pre-made templates already sort of
00:20:47 00:20:51 animation
00:20:48 00:20:54 and everything else like that so whether
00:20:51 00:20:58 you go with whether you go with fiber or
00:20:54 00:21:01 whether you go with wise stamp they're
00:20:58 00:21:04 gonna give you some HTML templates that
00:21:01 00:21:07 are going to present they're just gonna
00:21:04 00:21:10 present very well if you do of course
00:21:07 00:21:13 some of you may have no email signature
00:21:10 00:21:15 at all or just your name or whatever
00:21:13 00:21:18 have you I've seen them just in my
00:21:15 00:21:20 interactions and with deals and speaking
00:21:18 00:21:24 with agents that are part of the
00:21:20 00:21:28 consulting program that I have they're
00:21:24 00:21:31 just in all um there's just a mixed bag
00:21:28 00:21:33 so every time that we start a new
00:21:31 00:21:36 engagement as far as branding ourselves
00:21:33 00:21:38 the email signature is right off the bat
00:21:36 00:21:41 one of the first things that I suggest
00:21:38 00:21:44 to have a different level of
00:21:41 00:21:46 presentation and you don't need to spend
00:21:44 00:21:49 a ton of money getting an email
00:21:46 00:21:52 signature you can realistikally create
00:21:49 00:21:54 something very similar to this on your
00:21:52 00:21:57 own but if you wanted to do the HTML
00:21:54 00:21:59 version which essentially is getting the
00:21:57 00:22:02 images to where they actually work and
00:21:59 00:22:04 you're able to click the room just
00:22:02 00:22:06 format it in a very partikular way I
00:22:04 00:22:11 would definitely suggest you go over
00:22:06 00:22:15 with Fiverr or go with wisestamp they
00:22:11 00:22:18 provide templates for you that um that
00:22:15 00:22:20 are pretty that are pretty cool so which
00:22:18 00:22:23 are rather you go with whatever it's
00:22:20 00:22:26 most economical for it for you know that
00:22:23 00:22:28 those are some very cheap alternatives
00:22:26 00:22:34 for you to use but they present so much
00:22:28 00:22:34 so much better so that's all for today
00:22:40 00:22:42 you
00:22:51 00:22:53 you