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TOP PRODUCER®
Stay organized and build lifelong relationships with the new real estate CRM by Top Producer®. Proven follow-up, custom workflows and valuable insights for any client type REAL ESTATE TRANSACTION MANAGEMENT SOFTWARE Real Estate Transaction. Management Software. Say goodbye to the hiccups that come with linking together multiple solutions. With Transaction. Management tools built into the new Top Producer ® X CRM, agents and teams can stay organized and provide exceptional service from first contact to closed transaction, and beyond. GETSTARTED.
TOP PRODUCER® INTEGRATIONS Top Producer ® X simplifies your workflow with a direct sync to your everyday email, MLS *, and popular tools used by real estate professionals.The CRM then compiles data from text, email, and contact records into a helpful timeline! Additional support and available integrations are always set up free of charge. TOP PRODUCER® CUSTOMER SUPPORT Top Producer ® is committed to helping you succeed in the real estate business with helpful product consultation, friendly technical support, product training, and exemplary customer service.. Contact Customer Care. Hours of Operation: Monday to Friday, 7:30AM – 4:00PM (PST) Questions about your Products*: support@topproducer.com TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
TERMS OF SERVICE
Top Producer Terms and Conditions. The following terms and conditions (the “Standard Terms”) are between you (“You”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top Producer”). LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: EDITING A PERSONAL PRESENTATION 8i CRM: Editing a Personal Presentation Template. Once you’ve created a personal category and saved your personal presentation template, you can open it to make format and content changes. Click the Marketing main menu icon to open the Marketing landing page. Click the Presentation Library link to open the Presentation Library page.TOP PRODUCER®
Stay organized and build lifelong relationships with the new real estate CRM by Top Producer®. Proven follow-up, custom workflows and valuable insights for any client type REAL ESTATE TRANSACTION MANAGEMENT SOFTWARE Real Estate Transaction. Management Software. Say goodbye to the hiccups that come with linking together multiple solutions. With Transaction. Management tools built into the new Top Producer ® X CRM, agents and teams can stay organized and provide exceptional service from first contact to closed transaction, and beyond. GETSTARTED.
TOP PRODUCER® INTEGRATIONS Top Producer ® X simplifies your workflow with a direct sync to your everyday email, MLS *, and popular tools used by real estate professionals.The CRM then compiles data from text, email, and contact records into a helpful timeline! Additional support and available integrations are always set up free of charge. TOP PRODUCER® CUSTOMER SUPPORT Top Producer ® is committed to helping you succeed in the real estate business with helpful product consultation, friendly technical support, product training, and exemplary customer service.. Contact Customer Care. Hours of Operation: Monday to Friday, 7:30AM – 4:00PM (PST) Questions about your Products*: support@topproducer.com TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
TERMS OF SERVICE
Top Producer Terms and Conditions. The following terms and conditions (the “Standard Terms”) are between you (“You”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top Producer”). LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: EDITING A PERSONAL PRESENTATION 8i CRM: Editing a Personal Presentation Template. Once you’ve created a personal category and saved your personal presentation template, you can open it to make format and content changes. Click the Marketing main menu icon to open the Marketing landing page. Click the Presentation Library link to open the Presentation Library page. TOP PRODUCER SUPPORT (CAMPUS) Top Producer. ®. Support. Top Producer® X CRM Articles and videos to get you started with our industry-leading real estate CRM. Market Snapshot® Reports Learn how to get the most out of our email marketing and follow-up solution. Top Producer® Websites Discover how to customize your professional, mobile-friendly, real estate website. 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. REAL ESTATE MLS INTEGRATION The Property Insights feature in Top Producer® helps you save, note and assign MLS properties to your CRM clients. The MLS software then goes into action by updating the property status and relevant information so you’re always ready to discuss the latest real estatedetails.
TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
MARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser.SOCIAL INSIGHTS
The Social Insights feature in Top Producer CRM scours the internet and social media platforms like LinkedIn, Twitter and Pinterest to provide you with contact details TOP PRODUCER® WEBSITES: CREATING A HYPERLINK The following are steps for inserting a hyperlink onto a standard layout page. In the main menu, click Edit Site. Click on Manage My Pages. Click Edit next to the page to which you would like to add the hyperlink. Type in some text for the hyperlink and highlight the text. Click on the Hyperlink Manager icon to open the Hyperlink Manager. GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. EVENTS FOR JULY 8, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com REAL ESTATE TEAM MANAGEMENT IN TOP PRODUCER® X CRM Sometimes there’s strength in numbers. Real estate teams are growing at a rapid rate, and for good reason. A well-functioning team can produce a high volume of sales, exceed client expectations and help maintain a work-life balance.TOP PRODUCER®
Connecting your real estate CRM to the other programs and apps you use daily just makes life easier. Integrations can simplify your processes, eliminate the need for switching between programs, and save you valuable time so you can focus on what really matters—buildingrelationships and
REAL ESTATE AGENT WEBSITE Get a professional real estate agent website at an affordable price from Top Producer ®. Capture leads, showcase your listings and build your brand with a high-quality, mobile-friendly real estate website you can set up in minutes. REQUEST A DEMO. or call 1.833.387.1911.SOCIAL INSIGHTS
The Social Insights feature in Top Producer CRM scours the internet and social media platforms like LinkedIn, Twitter and Pinterest to provide you with contact details FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. EVENTS FOR JULY 5, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.comMARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser.TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER®
Connecting your real estate CRM to the other programs and apps you use daily just makes life easier. Integrations can simplify your processes, eliminate the need for switching between programs, and save you valuable time so you can focus on what really matters—buildingrelationships and
REAL ESTATE AGENT WEBSITE Get a professional real estate agent website at an affordable price from Top Producer ®. Capture leads, showcase your listings and build your brand with a high-quality, mobile-friendly real estate website you can set up in minutes. REQUEST A DEMO. or call 1.833.387.1911.SOCIAL INSIGHTS
The Social Insights feature in Top Producer CRM scours the internet and social media platforms like LinkedIn, Twitter and Pinterest to provide you with contact details FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. EVENTS FOR JULY 5, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.comMARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser.TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
REAL ESTATE AGENT WEBSITE Get a professional real estate agent website at an affordable price from Top Producer ®. Capture leads, showcase your listings and build your brand with a high-quality, mobile-friendly real estate website you can set up in minutes. REQUEST A DEMO. or call 1.833.387.1911. REAL ESTATE MLS INTEGRATION The Property Insights feature in Top Producer® helps you save, note and assign MLS properties to your CRM clients. The MLS software then goes into action by updating the property status and relevant information so you’re always ready to discuss the latest real estatedetails.
2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A HYPERLINK The following are steps for inserting a hyperlink onto a standard layout page. In the main menu, click Edit Site. Click on Manage My Pages. Click Edit next to the page to which you would like to add the hyperlink. Type in some text for the hyperlink and highlight the text. Click on the Hyperlink Manager icon to open the Hyperlink Manager. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. EVENTS FOR JULY 5, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and FIVESTREET: TEAM MEMBER USER GUIDE FiveStreet: Team Member User Guide. April 9, 2021 | 4 minute read. FiveStreet is an automatic lead response and routing system designed to help real estate team leaders and brokers keep track of all of their leads and route them to their team. The source of the leads that you will get through our service will vary by team, but typicallyinclude
TOP PRODUCER®
Connecting your real estate CRM to the other programs and apps you use daily just makes life easier. Integrations can simplify your processes, eliminate the need for switching between programs, and save you valuable time so you can focus on what really matters—buildingrelationships and
REAL ESTATE AGENT WEBSITE Get a professional real estate agent website at an affordable price from Top Producer ®. Capture leads, showcase your listings and build your brand with a high-quality, mobile-friendly real estate website you can set up in minutes. REQUEST A DEMO. or call 1.833.387.1911.SOCIAL INSIGHTS
The Social Insights feature in Top Producer CRM scours the internet and social media platforms like LinkedIn, Twitter and Pinterest to provide you with contact details FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. EVENTS FOR JULY 5, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.comMARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser.TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER®
Connecting your real estate CRM to the other programs and apps you use daily just makes life easier. Integrations can simplify your processes, eliminate the need for switching between programs, and save you valuable time so you can focus on what really matters—buildingrelationships and
REAL ESTATE AGENT WEBSITE Get a professional real estate agent website at an affordable price from Top Producer ®. Capture leads, showcase your listings and build your brand with a high-quality, mobile-friendly real estate website you can set up in minutes. REQUEST A DEMO. or call 1.833.387.1911.SOCIAL INSIGHTS
The Social Insights feature in Top Producer CRM scours the internet and social media platforms like LinkedIn, Twitter and Pinterest to provide you with contact details FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. EVENTS FOR JULY 5, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.comMARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser.TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
REAL ESTATE AGENT WEBSITE Get a professional real estate agent website at an affordable price from Top Producer ®. Capture leads, showcase your listings and build your brand with a high-quality, mobile-friendly real estate website you can set up in minutes. REQUEST A DEMO. or call 1.833.387.1911. REAL ESTATE MLS INTEGRATION The Property Insights feature in Top Producer® helps you save, note and assign MLS properties to your CRM clients. The MLS software then goes into action by updating the property status and relevant information so you’re always ready to discuss the latest real estatedetails.
2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A HYPERLINK The following are steps for inserting a hyperlink onto a standard layout page. In the main menu, click Edit Site. Click on Manage My Pages. Click Edit next to the page to which you would like to add the hyperlink. Type in some text for the hyperlink and highlight the text. Click on the Hyperlink Manager icon to open the Hyperlink Manager. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. EVENTS FOR JULY 5, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and FIVESTREET: TEAM MEMBER USER GUIDE FiveStreet: Team Member User Guide. April 9, 2021 | 4 minute read. FiveStreet is an automatic lead response and routing system designed to help real estate team leaders and brokers keep track of all of their leads and route them to their team. The source of the leads that you will get through our service will vary by team, but typicallyinclude
TOP PRODUCER®
Top Producer® X is the Real Estate CRM that you’ve been looking for all along. It comes with all the features you need, without the hours of customization or setup. Michael Allen. Carle Properties. “Best CRM for Real Estate Ever!”. “Top Producer® is a complete CRM with so many features that Realtors need! 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: SENDING AN EMAIL Sent emails are viewable under the Emails tab of the contact record. To send an email, click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record. Note: Set up your email to send from Top Producer ® X CRM. Otherwise, this link opens your default email client. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and TOP PRODUCER® 8I CRM: CREATING A PERSONAL ENVELOPE Edit Your Personal Template. Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs. To insert an image, click the Insert Picture Frame from File icon in thetoolbar.
BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard.TOP PRODUCER®
Top Producer® X is the Real Estate CRM that you’ve been looking for all along. It comes with all the features you need, without the hours of customization or setup. Michael Allen. Carle Properties. “Best CRM for Real Estate Ever!”. “Top Producer® is a complete CRM with so many features that Realtors need! 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: SENDING AN EMAIL Sent emails are viewable under the Emails tab of the contact record. To send an email, click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record. Note: Set up your email to send from Top Producer ® X CRM. Otherwise, this link opens your default email client. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and TOP PRODUCER® 8I CRM: CREATING A PERSONAL ENVELOPE Edit Your Personal Template. Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs. To insert an image, click the Insert Picture Frame from File icon in thetoolbar.
BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard. TOP PRODUCER® X CRM: MANAGING YOUR TEAM As a responsible agent, you may manage your team on the Team Management page. Add, edit, or delete team members and set their permissions for accessing, deleting, and exporting data. 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER SUPPORT (CAMPUS) Top Producer. ®. Support. Top Producer® X CRM Articles and videos to get you started with our industry-leading real estate CRM. Market Snapshot® Reports Learn how to get the most out of our email marketing and follow-up solution. Top Producer® Websites Discover how to customize your professional, mobile-friendly, real estate website. TEAMS & BROKERS REAL ESTATE SOFTWARE & SOLUTIONS| TOP Top Producer ® CRM is a proven real estate customer relationship management system. We’ve been helping brokers and teams manage and grow relationships with home buyers, sellers and owners since 1982 by making follow-up easy, effective and personalized. Monitor and address productivity. Improve lead and inquiry response time. GETTING STARTED WITH TOP PRODUCER® X CRM Join us to learn how to Get Started with Top Producer ® X CRM! We will be covering all the important things to set up, and what to get started with to get the most out of your CRM. TOP PRODUCER® WEBSITES SUPPORT Top Producer ® Websites: Mapping an Image with More Than One Hyperlink. Contact Customer Care. If you have questions about how to use any of your products or are experiencing technical issues, please contact us Monday to Friday, 7:30AM – 4:00PM (PST). Click Chat Now below, phone us at 1-800-830-8300 or email support@topproducer.com. LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned aTOP PRODUCER®
Top Producer® X is the Real Estate CRM that you’ve been looking for all along. It comes with all the features you need, without the hours of customization or setup. Michael Allen. Carle Properties. “Best CRM for Real Estate Ever!”. “Top Producer® is a complete CRM with so many features that Realtors need! 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: SENDING AN EMAIL Sent emails are viewable under the Emails tab of the contact record. To send an email, click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record. Note: Set up your email to send from Top Producer ® X CRM. Otherwise, this link opens your default email client. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and TOP PRODUCER® 8I CRM: CREATING A PERSONAL ENVELOPE Edit Your Personal Template. Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs. To insert an image, click the Insert Picture Frame from File icon in thetoolbar.
BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard.TOP PRODUCER®
Top Producer® X is the Real Estate CRM that you’ve been looking for all along. It comes with all the features you need, without the hours of customization or setup. Michael Allen. Carle Properties. “Best CRM for Real Estate Ever!”. “Top Producer® is a complete CRM with so many features that Realtors need! 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: SENDING AN EMAIL Sent emails are viewable under the Emails tab of the contact record. To send an email, click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record. Note: Set up your email to send from Top Producer ® X CRM. Otherwise, this link opens your default email client. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and TOP PRODUCER® 8I CRM: CREATING A PERSONAL ENVELOPE Edit Your Personal Template. Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs. To insert an image, click the Insert Picture Frame from File icon in thetoolbar.
BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard. TOP PRODUCER® X CRM: MANAGING YOUR TEAM Top Producer® Support is the official support and training website for Top Producer® Products. GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. TEAMS & BROKERS REAL ESTATE SOFTWARE & SOLUTIONS| TOP Top Producer ® CRM is a proven real estate customer relationship management system. We’ve been helping brokers and teams manage and grow relationships with home buyers, sellers and owners since 1982 by making follow-up easy, effective and personalized. Monitor and address productivity. Improve lead and inquiry response time. TOP PRODUCER® WEBSITES SUPPORT Top Producer ® Websites: Mapping an Image with More Than One Hyperlink. Contact Customer Care. If you have questions about how to use any of your products or are experiencing technical issues, please contact us Monday to Friday, 7:30AM – 4:00PM (PST). Click Chat Now below, phone us at 1-800-830-8300 or email support@topproducer.com. EVENTS FOR JULY 4, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard.TOP PRODUCER®
Top Producer® X is the Real Estate CRM that you’ve been looking for all along. It comes with all the features you need, without the hours of customization or setup. Michael Allen. Carle Properties. “Best CRM for Real Estate Ever!”. “Top Producer® is a complete CRM with so many features that Realtors need! 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: SENDING AN EMAIL Sent emails are viewable under the Emails tab of the contact record. To send an email, click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record. Note: Set up your email to send from Top Producer ® X CRM. Otherwise, this link opens your default email client. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and TOP PRODUCER® 8I CRM: CREATING A PERSONAL ENVELOPE Edit Your Personal Template. Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs. To insert an image, click the Insert Picture Frame from File icon in thetoolbar.
BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard.TOP PRODUCER®
Top Producer® X is the Real Estate CRM that you’ve been looking for all along. It comes with all the features you need, without the hours of customization or setup. Michael Allen. Carle Properties. “Best CRM for Real Estate Ever!”. “Top Producer® is a complete CRM with so many features that Realtors need! 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: SENDING AN EMAIL Sent emails are viewable under the Emails tab of the contact record. To send an email, click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record. Note: Set up your email to send from Top Producer ® X CRM. Otherwise, this link opens your default email client. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and TOP PRODUCER® 8I CRM: CREATING A PERSONAL ENVELOPE Edit Your Personal Template. Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs. To insert an image, click the Insert Picture Frame from File icon in thetoolbar.
BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard. TOP PRODUCER® X CRM: MANAGING YOUR TEAM Top Producer® Support is the official support and training website for Top Producer® Products. GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. TEAMS & BROKERS REAL ESTATE SOFTWARE & SOLUTIONS| TOP Top Producer ® CRM is a proven real estate customer relationship management system. We’ve been helping brokers and teams manage and grow relationships with home buyers, sellers and owners since 1982 by making follow-up easy, effective and personalized. Monitor and address productivity. Improve lead and inquiry response time. TOP PRODUCER® WEBSITES SUPPORT Top Producer ® Websites: Mapping an Image with More Than One Hyperlink. Contact Customer Care. If you have questions about how to use any of your products or are experiencing technical issues, please contact us Monday to Friday, 7:30AM – 4:00PM (PST). Click Chat Now below, phone us at 1-800-830-8300 or email support@topproducer.com. EVENTS FOR JULY 4, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
LEAD PROVIDERS AND LEAD SOURCES We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see Lead Integration. 1800homehotline.com.1ParkPlace.
FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard.TOP PRODUCER®
Stay organized and build lifelong relationships with the new real estate CRM by Top Producer®. Proven follow-up, custom workflows and valuable insights for any client type TOP PRODUCER ® PRICING & PRODUCT INFORMATION The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® CUSTOMER SUPPORT Top Producer ® is committed to helping you succeed in the real estate business with helpful product consultation, friendly technical support, product training, and exemplary customer service.. Contact Customer Care. Hours of Operation: Monday to Friday, 7:30AM – 4:00PM (PST) Questions about your Products*: support@topproducer.com WEBSITE VIDEO TUTORIALS Website Video Tutorials. Watch our collection of Website Video Tutorials and quickly learn how to set up, configure, and personalize your real estate website – an essential component of real estate web marketing. TIP: Click the Playlist icon to see all videos on the playlist. If playback doesn't begin shortly, try restarting yourdevice.
TOP PRODUCER®
Stay organized and build lifelong relationships with the new real estate CRM by Top Producer®. Proven follow-up, custom workflows and valuable insights for any client type TOP PRODUCER ® PRICING & PRODUCT INFORMATION The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® CUSTOMER SUPPORT Top Producer ® is committed to helping you succeed in the real estate business with helpful product consultation, friendly technical support, product training, and exemplary customer service.. Contact Customer Care. Hours of Operation: Monday to Friday, 7:30AM – 4:00PM (PST) Questions about your Products*: support@topproducer.com WEBSITE VIDEO TUTORIALS Website Video Tutorials. Watch our collection of Website Video Tutorials and quickly learn how to set up, configure, and personalize your real estate website – an essential component of real estate web marketing. TIP: Click the Playlist icon to see all videos on the playlist. If playback doesn't begin shortly, try restarting yourdevice.
FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
MARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser. LEAD PROVIDERS AND LEAD SOURCES Other Qualified Lead Providers. We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see LeadIntegration.
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER CRM & REAL ESTATE CLIENT DATABASE Top Producer ® CRM is designed to help agents meet the needs of today’s consumer and build better connections by making follow-up easy, relevant and personalized. Grow your client database easily with popular integrations. Simplify follow-up with templates and your own Follow Up Coach. Stay top-of-mind with effective text and emailmarketing.
TOP PRODUCER® X CRM: MANAGING YOUR TEAM Top Producer® Support is the official support and training website for Top Producer® Products. TOP PRODUCER SUPPORT (CAMPUS) Top Producer. ®. Support. Top Producer® X CRM Articles and videos to get you started with our industry-leading real estate CRM. Market Snapshot® Reports Learn how to get the most out of our email marketing and follow-up solution. Top Producer® Websites Discover how to customize your professional, mobile-friendly, real estate website. REAL ESTATE TRANSACTION MANAGEMENT SOFTWARE Real Estate Transaction. Management Software. Say goodbye to the hiccups that come with linking together multiple solutions. With Transaction. Management tools built into the new Top Producer ® X CRM, agents and teams can stay organized and provide exceptional service from first contact to closed transaction, and beyond. GETSTARTED.
TOP PRODUCER® WEBSITES SUPPORT Top Producer ® Websites: Mapping an Image with More Than One Hyperlink. Contact Customer Care. If you have questions about how to use any of your products or are experiencing technical issues, please contact us Monday to Friday, 7:30AM – 4:00PM (PST). Click Chat Now below, phone us at 1-800-830-8300 or email support@topproducer.com. EVENTS FOR JULY 5, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. TOP PRODUCER® 8I CRM: SETTING UP LEAD ALERTS To set up lead alerts: Open the Settings area in Top Producer CRM. Click the Contacts tab. Click the Lead Alerts sub tab. Click in the Lead Settings section to enable edit mode. Set Send notifications for new leads to Yes. Tip: If you have a team/partner account and you want to receive notifications when team members assign you leads, set Send FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned aTOP PRODUCER®
Stay organized and build lifelong relationships with the new real estate CRM by Top Producer®. Proven follow-up, custom workflows and valuable insights for any client type TOP PRODUCER ® PRICING & PRODUCT INFORMATION The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® CUSTOMER SUPPORT Top Producer ® is committed to helping you succeed in the real estate business with helpful product consultation, friendly technical support, product training, and exemplary customer service.. Contact Customer Care. Hours of Operation: Monday to Friday, 7:30AM – 4:00PM (PST) Questions about your Products*: support@topproducer.com WEBSITE VIDEO TUTORIALS Website Video Tutorials. Watch our collection of Website Video Tutorials and quickly learn how to set up, configure, and personalize your real estate website – an essential component of real estate web marketing. TIP: Click the Playlist icon to see all videos on the playlist. If playback doesn't begin shortly, try restarting yourdevice.
FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
MARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser. LEAD PROVIDERS AND LEAD SOURCES Other Qualified Lead Providers. We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see LeadIntegration.
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREEN When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER®
Stay organized and build lifelong relationships with the new real estate CRM by Top Producer®. Proven follow-up, custom workflows and valuable insights for any client type TOP PRODUCER ® PRICING & PRODUCT INFORMATION The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® CUSTOMER SUPPORT Top Producer ® is committed to helping you succeed in the real estate business with helpful product consultation, friendly technical support, product training, and exemplary customer service.. Contact Customer Care. Hours of Operation: Monday to Friday, 7:30AM – 4:00PM (PST) Questions about your Products*: support@topproducer.com WEBSITE VIDEO TUTORIALS Website Video Tutorials. Watch our collection of Website Video Tutorials and quickly learn how to set up, configure, and personalize your real estate website – an essential component of real estate web marketing. TIP: Click the Playlist icon to see all videos on the playlist. If playback doesn't begin shortly, try restarting yourdevice.
FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
MARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser. LEAD PROVIDERS AND LEAD SOURCES Other Qualified Lead Providers. We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see LeadIntegration.
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MAC The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: MANAGING YOUR TEAM Top Producer® Support is the official support and training website for Top Producer® Products. TOP PRODUCER CRM & REAL ESTATE CLIENT DATABASE Top Producer ® CRM is designed to help agents meet the needs of today’s consumer and build better connections by making follow-up easy, relevant and personalized. Grow your client database easily with popular integrations. Simplify follow-up with templates and your own Follow Up Coach. Stay top-of-mind with effective text and emailmarketing.
GETTING STARTED WITH TOP PRODUCER® X CRM Top Producer® Support is the official support and training website for Top Producer® Products. REAL ESTATE TRANSACTION MANAGEMENT SOFTWARE Real Estate Transaction. Management Software. Say goodbye to the hiccups that come with linking together multiple solutions. With Transaction. Management tools built into the new Top Producer ® X CRM, agents and teams can stay organized and provide exceptional service from first contact to closed transaction, and beyond. GETSTARTED.
TOP PRODUCER SUPPORT (CAMPUS) Top Producer. ®. Support. Top Producer® X CRM Articles and videos to get you started with our industry-leading real estate CRM. Market Snapshot® Reports Learn how to get the most out of our email marketing and follow-up solution. Top Producer® Websites Discover how to customize your professional, mobile-friendly, real estate website. EVENTS FOR JULY 5, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com TOP PRODUCER® WEBSITES SUPPORT Top Producer ® Websites: Mapping an Image with More Than One Hyperlink. Contact Customer Care. If you have questions about how to use any of your products or are experiencing technical issues, please contact us Monday to Friday, 7:30AM – 4:00PM (PST). Click Chat Now below, phone us at 1-800-830-8300 or email support@topproducer.com. TOP PRODUCER® 8I CRM: SETTING UP LEAD ALERTS To set up lead alerts: Open the Settings area in Top Producer CRM. Click the Contacts tab. Click the Lead Alerts sub tab. Click in the Lead Settings section to enable edit mode. Set Send notifications for new leads to Yes. Tip: If you have a team/partner account and you want to receive notifications when team members assign you leads, set Send FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned aTOP PRODUCER®
Stay organized and build lifelong relationships with the new real estate CRM by Top Producer®. Proven follow-up, custom workflows and valuable insights for any client type TOP PRODUCER ® PRICING & PRODUCT INFORMATION The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® CUSTOMER SUPPORT Top Producer ® is committed to helping you succeed in the real estate business with helpful product consultation, friendly technical support, product training, and exemplary customer service.. Contact Customer Care. Hours of Operation: Monday to Friday, 7:30AM – 4:00PM (PST) Questions about your Products*: support@topproducer.com WEBSITE VIDEO TUTORIALS Website Video Tutorials. Watch our collection of Website Video Tutorials and quickly learn how to set up, configure, and personalize your real estate website – an essential component of real estate web marketing. TIP: Click the Playlist icon to see all videos on the playlist. If playback doesn't begin shortly, try restarting yourdevice.
FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
MARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser. LEAD PROVIDERS AND LEAD SOURCES Other Qualified Lead Providers. We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see LeadIntegration.
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MACTOP PRODUCER CRM COSTBEST CRM APPS FOR IPHONEBEST FREE CRM APPCRM APPSFREE CRM APP FORIPHONEFREE CRM APPS
The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREENTOP PRODUCER CRM COSTLOG IN TOP PRODUCER 8ITOP PRODUCER 8I FOR DUMMIESTOP PRODUCER 8I SUPPORTTOP PRODUCER 8I TUTORIALTOP PRODUCER ONLINE 8I When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER®
Stay organized and build lifelong relationships with the new real estate CRM by Top Producer®. Proven follow-up, custom workflows and valuable insights for any client type TOP PRODUCER ® PRICING & PRODUCT INFORMATION The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® CUSTOMER SUPPORT Top Producer ® is committed to helping you succeed in the real estate business with helpful product consultation, friendly technical support, product training, and exemplary customer service.. Contact Customer Care. Hours of Operation: Monday to Friday, 7:30AM – 4:00PM (PST) Questions about your Products*: support@topproducer.com WEBSITE VIDEO TUTORIALS Website Video Tutorials. Watch our collection of Website Video Tutorials and quickly learn how to set up, configure, and personalize your real estate website – an essential component of real estate web marketing. TIP: Click the Playlist icon to see all videos on the playlist. If playback doesn't begin shortly, try restarting yourdevice.
FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
TERMS OF SERVICE
The following terms and conditions (the “ Standard Terms”) are between you (“ You ”) and Top Producer Software, Inc., unless You reside in Canada, in which event these Standard Terms are between You and Top Producer Software Corp. (Top Producer Software, Inc. or Top Producer Software Corp, as applicable, is referred to herein as “Top
MARKET SNAPSHOT®
Be the first to source a listing as Market Snapshot ® reports checks the MLS 24 hours a day to update your buyers, sellers and contacts on any relevant activity. Each report also offers your client advanced search, live refresh, listing details, and important local information that’s easy to access on mobile, desktop or any browser. LEAD PROVIDERS AND LEAD SOURCES Other Qualified Lead Providers. We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see LeadIntegration.
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MACTOP PRODUCER CRM COSTBEST CRM APPS FOR IPHONEBEST FREE CRM APPCRM APPSFREE CRM APP FORIPHONEFREE CRM APPS
The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREENTOP PRODUCER CRM COSTLOG IN TOP PRODUCER 8ITOP PRODUCER 8I FOR DUMMIESTOP PRODUCER 8I SUPPORTTOP PRODUCER 8I TUTORIALTOP PRODUCER ONLINE 8I When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER CRM & REAL ESTATE CLIENT DATABASE Top Producer ® CRM is designed to help agents meet the needs of today’s consumer and build better connections by making follow-up easy, relevant and personalized. Grow your client database easily with popular integrations. Simplify follow-up with templates and your own Follow Up Coach. Stay top-of-mind with effective text and emailmarketing.
TOP PRODUCER® X CRM: MANAGING YOUR TEAM As a responsible agent, you may manage your team on the Team Management page. Add, edit, or delete team members and set their permissions for accessing, deleting, and exporting data. TOP PRODUCER SUPPORT (CAMPUS) Top Producer. ®. Support. Top Producer® X CRM Articles and videos to get you started with our industry-leading real estate CRM. Market Snapshot® Reports Learn how to get the most out of our email marketing and follow-up solution. Top Producer® Websites Discover how to customize your professional, mobile-friendly, real estate website. REAL ESTATE TRANSACTION MANAGEMENT SOFTWARE Real Estate Transaction. Management Software. Say goodbye to the hiccups that come with linking together multiple solutions. With Transaction. Management tools built into the new Top Producer ® X CRM, agents and teams can stay organized and provide exceptional service from first contact to closed transaction, and beyond. GETSTARTED.
TOP PRODUCER® WEBSITES SUPPORT Top Producer ® Websites: Mapping an Image with More Than One Hyperlink. Contact Customer Care. If you have questions about how to use any of your products or are experiencing technical issues, please contact us Monday to Friday, 7:30AM – 4:00PM (PST). Click Chat Now below, phone us at 1-800-830-8300 or email support@topproducer.com. EVENTS FOR JUNE 19, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. TOP PRODUCER® 8I CRM: SETTING UP LEAD ALERTS To set up lead alerts: Open the Settings area in Top Producer CRM. Click the Contacts tab. Click the Lead Alerts sub tab. Click in the Lead Settings section to enable edit mode. Set Send notifications for new leads to Yes. Tip: If you have a team/partner account and you want to receive notifications when team members assign you leads, set Send TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a TOP PRODUCER® 8I CRM: EDITING A PERSONAL PRESENTATION 8i CRM: Editing a Personal Presentation Template. Once you’ve created a personal category and saved your personal presentation template, you can open it to make format and content changes. Click the Marketing main menu icon to open the Marketing landing page. Click the Presentation Library link to open the Presentation Library page.TOP PRODUCER®
Top Producer® X is the Real Estate CRM that you’ve been looking for all along. It comes with all the features you need, without the hours of customization or setup. Michael Allen. Carle Properties. “Best CRM for Real Estate Ever!”. “Top Producer® is a complete CRM with so many features that Realtors need! 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MACTOP PRODUCER CRM COSTBEST CRM APPS FOR IPHONEBEST FREE CRM APPCRM APPSFREE CRM APP FORIPHONEFREE CRM APPS
The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: SENDING AN EMAIL Sent emails are viewable under the Emails tab of the contact record. To send an email, click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record. Note: Set up your email to send from Top Producer ® X CRM. Otherwise, this link opens your default email client. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREENTOP PRODUCER CRM COSTLOG IN TOP PRODUCER 8ITOP PRODUCER 8I FOR DUMMIESTOP PRODUCER 8I SUPPORTTOP PRODUCER 8I TUTORIALTOP PRODUCER ONLINE 8I When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and TOP PRODUCER® 8I CRM: CREATING A PERSONAL ENVELOPETOP PRODUCER 8I TUTORIALTOP PRODUCER 8I WEBSITETOP PRODUCER CRMTOP PRODUCER ONLINE 8ITOP PRODUCER ONLINETOP PRODUCER PRICING Edit Your Personal Template. Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs. To insert an image, click the Insert Picture Frame from File icon in thetoolbar.
BILLING – TOP PRODUCER SUPPORT (CAMPUS)TOP PRODUCER 8I WEBSITETOP PRODUCER ONLINE 8ITOP PRODUCER CRMTOP PRODUCER ONLINETOP PRODUCER PRICINGTOP PRODUCER 8I FOR DUMMIES If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard.TOP PRODUCER®
Top Producer® X is the Real Estate CRM that you’ve been looking for all along. It comes with all the features you need, without the hours of customization or setup. Michael Allen. Carle Properties. “Best CRM for Real Estate Ever!”. “Top Producer® is a complete CRM with so many features that Realtors need! 2021-TP-EQUITY-REAL-ESTATE The pricing of Top Producer ® products depend on the size of your team, the features you need, and the payment option you choose. SAVE with our popular packages, annual pricing, and discounts for teams and brokers. All subscriptions include MLS connection (where available), plus access to the Top Producer ® Success Program. All subscriptions have an initial one-year term. TOP PRODUCER® WEBSITES: CREATING A LANDING PAGE Adding a Landing Page to the Menu. After you’ve made a landing page, add it to your website menu by following these steps: From the main menu click Edit Site, then Manage My Pages.; Click Add Main Page and select Market Snapshot Page.; Enter a page name, title, description and keywords (see Page Creation Overview for more information on pagesettings).
USING TOP PRODUCER® 8I CRM ON APPLE PRODUCTS (MACTOP PRODUCER CRM COSTBEST CRM APPS FOR IPHONEBEST FREE CRM APPCRM APPSFREE CRM APP FORIPHONEFREE CRM APPS
The vast majority of the workflows in Top Producer CRM are the same, regardless of whether you’re using a Mac or PC. The main difference is that while Mac users can create/edit email and letter templates using the editor, currently you cannot create/edit other marketing templates (flyers, presentations, envelopes, labels and postcards) ona Mac.
TOP PRODUCER® X CRM: SENDING AN EMAIL Sent emails are viewable under the Emails tab of the contact record. To send an email, click the Compose button and select Send Email , or click the Compose Email button in the Email tab of a contact record. Note: Set up your email to send from Top Producer ® X CRM. Otherwise, this link opens your default email client. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a ADDING A TOP PRODUCER MOBILE ICON TO YOUR HOME SCREENTOP PRODUCER CRM COSTLOG IN TOP PRODUCER 8ITOP PRODUCER 8I FOR DUMMIESTOP PRODUCER 8I SUPPORTTOP PRODUCER 8I TUTORIALTOP PRODUCER ONLINE 8I When you are logged in to Top Producer Mobile, follow these steps: iPhone (Safari): Tap > then tap Add to Home Screen. iPhone (Chrome – bookmark only): Tap > then tap . (This adds a bookmark to your Bookmarks list.) BlackBerry: Press Menu > Add to Home Screen. Android (Chrome browser): Tap > then tap Add to Home screen or Install webapp.
TOP PRODUCER® 8I CRM: CREATING A PERSONAL POSTCARD Use the editor toolbar at the top to format the template to suit your needs. To insert an image, click the Insert Picture Frame from File icon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and TOP PRODUCER® 8I CRM: CREATING A PERSONAL ENVELOPETOP PRODUCER 8I TUTORIALTOP PRODUCER 8I WEBSITETOP PRODUCER CRMTOP PRODUCER ONLINE 8ITOP PRODUCER ONLINETOP PRODUCER PRICING Edit Your Personal Template. Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs. To insert an image, click the Insert Picture Frame from File icon in thetoolbar.
BILLING – TOP PRODUCER SUPPORT (CAMPUS)TOP PRODUCER 8I WEBSITETOP PRODUCER ONLINE 8ITOP PRODUCER CRMTOP PRODUCER ONLINETOP PRODUCER PRICINGTOP PRODUCER 8I FOR DUMMIES If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard. TOP PRODUCER® X CRM: MANAGING YOUR TEAM Top Producer® Support is the official support and training website for Top Producer® Products. TEAMS & BROKERS REAL ESTATE SOFTWARE & SOLUTIONS| TOP Top Producer ® CRM is a proven real estate customer relationship management system. We’ve been helping brokers and teams manage and grow relationships with home buyers, sellers and owners since 1982 by making follow-up easy, effective and personalized. Monitor and address productivity. Improve lead and inquiry response time. TOP PRODUCER® WEBSITES SUPPORT Top Producer ® Websites: Mapping an Image with More Than One Hyperlink. Contact Customer Care. If you have questions about how to use any of your products or are experiencing technical issues, please contact us Monday to Friday, 7:30AM – 4:00PM (PST). Click Chat Now below, phone us at 1-800-830-8300 or email support@topproducer.com. EVENTS FOR JUNE 19, 2021 CONTACT CUSTOMER CARE Phone: 1-800-830-8300 Email: support@topproducer.com FIVESTREET FOR REALTOR FiveStreet lead response and lead management software can automatically send your online leads to other leading real estate applications. Get your leads out of your inbox and put them to work. Let’s talk about taking your real estate. business to the nextlevel.
LEAD PROVIDERS AND LEAD SOURCES Other Qualified Lead Providers. We currently support over 150 lead providers. Depending on the provider you use, the setup process varies. To set up any of the lead providers in this list, you’ll need your lead notification address, which can be found in Settings > Lead Providers in Top Producer ® X CRM. For setup details, see LeadIntegration.
FIVESTREET LEAD MANAGEMENT FOR REAL ESTATE FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. TOP PRODUCER® 8I CRM: TRACKING THE LEAD LIFECYCLE USING Top Producer CRM helps you track the progress of your sales opportunities through their lifecycle. Using the seven statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following: Contact new leads immediately. Leads received via lead providers and those you enter manually are automatically assigned a IMPORTING & EXPORTING Top Producer ® 8i CRM: Importing Contacts from a Mac Address Book. Contacts contained in the Address Book available on Mac computers can be imported into Top Producer CRM. The first step is to export the contacts from the Address Book into Read More BILLING – TOP PRODUCER SUPPORT (CAMPUS) If you’re a solo agent in the USA, you can update your billing information or download past invoices via the realtor.com® professional dashboard.* Solutions ____
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THE PROVEN
REAL ESTATE CRM
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Use Up/Down Arrow keys to increase or decrease volume. What is a real estate CRM? A must-have for every agent __ ABOUT OUR TOP PRODUCER CRM Pair your real estate CRM with a stunning agent website __ ABOUT OUR REALTOR® WEBSITES Improve follow up withautomated marketing
__ ABOUT MARKET SNAPSHOT® REPORTSRespond and manage
online leads effectively __ ABOUT FIVESTREET LEAD MANAGEMENT Improve follow up withautomated marketing
__ ABOUT MARKET SNAPSHOT® REPORTSRespond and manage
online leads effectively __ ABOUT FIVESTREET LEAD MANAGEMENT What is a real estate CRM? A must-have for every agent __ ABOUT OUR REAL ESTATE CRM Pair your real estate CRM with a stunning agent website __ ABOUT OUR REALTOR WEBSITES MORE THAN A REAL ESTATE CRM, THE COMPLETE FOLLOW-UP SYSTEM.__
CAPTURE REAL ESTATE LEADS Build your database with leads from personalized landing pages, 100+ lead sources, your own website, and social media.__
SIMPLIFY FOLLOW-UP
Nurture leads and your sphere with smart suggestions and one-touch actions from your personal “follow up coach”.__
STAY TOP-OF-MIND
With branded MLS reports and listing alerts that offer industry-leading email open and click-through rates.__
ORGANIZE YOU AND YOUR TEAM Keep your contacts, tasks and follow-up organized with a mobile-friendly CRM.__
INTEGRATE YOUR MLS AND MORE Streamline your business with integrations for your MLS data, 100+ lead sources, Gmail, and more.__
GET ONE-ON-ONE COACHING The best real estate CRM is the CRM that you use. Get assistance with setup, plus live coaching and support when you need it.__
REAL ESTATE CRM AND SOFTWARE FOR AGENTS New to real estate? Growing your business from repeats-and-referrals? Need help with online lead management? We’ve got you covered. Get started with a real estate CRM and agent website. Add Market Snapshot® reports to improve your follow-up. Increase your lead response times with FiveStreet.EXPLORE MY OPTIONS
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REAL ESTATE CRM FOR TEAMS & BROKERS Have a growing team? Losing track of your leads and contacts? Need to get everyone on the same page? Top Producer® solutions can help. With the right system, your agents can enjoy increased success with less effort. Build a package that’s right for your team, with special discount pricing for teams and brokers.Help My Team
WHY AGENTS CHOOSE TOP PRODUCER® REAL ESTATE CRM SOFTWARE__
TOP PRODUCER® CAN HELP YOU BUILD RELATIONSHIPS FOR LIFE Manage your client relationships from first contact to closing and beyond with unique features like lead capture landing pages, Follow Up Coach, and Market Snapshot® reports. “There are lots of other systems out there, but they don’t do as much as Top Producer® CRM.” – Justin Green, Keller Williams Sunset Corridor.__
HOMEOWNERS, BUYERS AND SELLERS __ MARKET SNAPSHOT® Market Snapshot® reports feature your branding and data from your MLS, and they have industry-leading email open rates. “I rely heavily on Market Snapshot® as part of my follow-up” – George Fotion, Call Realty.__
SUPPORT THAT AGENTS RAVE ABOUT We provide one-on-one onboarding, plus support when you need it, by phone, email or LiveChat. A few recent comments: “AMAZING!!!!!”, “OUTSTANDING!”, “The BEST!” and “Fantastic customer service!Thank you!”
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YOUR REAL ESTATE CLIENT DATABASE BELONGS TO YOU Moving to a new broker? Take your data with you. It “doesn’t matter where I go or what I do, that is my CRM, that is my business partner, that to me is extremely valuable and that’s why I’m such a fan and I’m so loyal to Top Producer®.” – Rose Kemp, RE/MAXTown Center.
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AFFORDABLE PRICING, WITH NO HIDDEN COSTS With Top Producer® pricing , what you see is what you get. Plus, we offer cost-effective packages and discounts forteams and brokers.
NEWS & ADVICE FOR REAL ESTATE CRM USERS*
3 months ago
TOP PRODUCER® FEATURES: TOP 4 RELEASES OF 2019 HERE'S A LOOK AT THE TOP FEATURES WE RELEASED IN OUR NEXT-GEN REAL ESTATE CRM, TOP PRODUCER® X, IN 2019.Read Article
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6 months ago
HOW TO BE SUCCESSFUL AS A REAL ESTATE AGENT: BUILD YOUR DATABASE MOST REAL ESTATE AGENTS LEAVE THE INDUSTRY WITHIN FIVE YEARS. SUCCESSFUL AGENTS GO ON TO EARN HIGHER INCOMES, WITH LESS COLD CALLING. HERE'S HOW THEY DO IT.Read Article
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9 months ago
REAL ESTATE CRM BUYER'S CHECKLIST LOOKING FOR A REAL ESTATE CRM AND WONDERING WHERE TO BEGIN? THESE 10 QUESTIONS WILL HELP YOU FIND THE CRM THAT'S RIGHT FOR YOU.Read Article
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10 months ago
REAL ESTATE AGENT TIPS FOR SUCCESS FROM ROSE KEMP SUCCESSFUL AGENT, ROSE KEMP, SHARES THE LESSONS SHE'S LEARNED OVER 19 YEARS IN REAL ESTATE, AND HOW TOP PRODUCER HAS HELPED HER BUILD A THRIVING REPEAT AND REFERRAL BUSINESS.Read Article
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