Using the Lookup on your eEdge Contacts

June 23rd, 2011

Today I discovered a cool feature in eEdge that allows you to access the lookup RIGHT FROM YOUR EEDGE CONTACT RECORD. When you go to your contact record, simply click on the contact name.

This will take you to the White Pages People Search and look for information about your contact, including related parties like a spouse. SA-WEET!!!

Onward, to the eEdge of possibility!


Activating your @KWeEdge myTransactions

April 4th, 2011

The myTransactions portion of eEdge is rolling out region by region and @KWSoutheast gets ours this week!  Activating your account is quick and simple.

Check the eEdge website for information about the rollout in your region!

Set Up Your Android Phone to Recieve your #kwri #eEdge Emails

April 3rd, 2011
Image courtesy of

Image courtesy of

Instantly receive emails from your EEdge  Vision account! 

This is a step-by-step guide that will show you how to set-up your Android-based phone to automatically receive your EEdge  Vision Webmail emails.  This will enable you to stay more connected to your prospects and better handle your business “on-the-go”!

 Key Notes:

 Use IMAP (POP3 is currently not supported)

  • Once set-up, this will forward all Webmail inbox emails straight to your Android phone
  • In order to view emails from your prospects, you will need to click into the “Shown in CRM” folder
  • If you respond to your prospects from your phone, you will still need to login to your EEdge  Vision system in order to “File” your emails from prospects (RealtyGenerator users: This is how your Broker knows you handled the email!) 


1.      Select the email icon 

2.       Push the menu button

 3.       Choose “Accounts” 

4.       Push the menu button

5.       Select “Add account”

  • Email address: Type in your EEdge  Vision email address (yourprefix@[yourwebsiteURL].com)
  • Password: Type in your EEdge  Vision password
  • Send email from this account by default: Check this box if you want this to be your primary email account, uncheck if you do not. 
  • Click “Next”

 6.       Choose IMAP as “type of account

7.       Incoming server settingsUsername: Re-type your full email address (yourprefix@[yourwebsiteURL].com)

    • NOTE: it defaults to just showing your prefix so you’ll need to add in the rest of your email address
    • Password: Leave as is.  This should be the same as what you just entered in Step 5
    • IMAP server:  You will need to type in: “mail.[yourwebsiteURL].com”
    • Port: Leave default at “143”
    • Security type:  Leave as “None”
    • IMAP path prefix: Leave blank or optional (default)
    • Click “Next”

8.       Outgoing server settings

  • SMTP server:  Type “smtp.[yourwebsiteURL].com”
  • Port: Change port to “587”
  • Security type:   Leave default as “None”
  • Require sign-in: Leave default check
  • Username: Confirm this is correct
  • Password: Confirm this is correct
  • Click “Next”

9.       Review notification settings and adjust them according to your preferences

  • Click “Next” 

10.       Give your new email account a name (suggestion: EEdge  Vision)

  • Click “done”

Congratulations- you are done! 

 Additional Options:

View Emails from Prospects 

  • Click on the menu button
  • Select the “Folder” icon
  • Click on “Inbox.shownInCRM”
  • View your prospect email!
    • Note: You will not receive notifications for email received in this folder, but you can respond and your emails will be saved in your EEdge  Vision account.
    • You will still need to login to your EEdge  Vision account nightly to “file” all your emails you have responded to.

 What if I don’t see my EEdge  Vision email?

  • Click on the email icon (from your home page)
  • Click on the menu button
  • Click on “Accounts”
  • From here either choose the specific account you would like to view, or select “combined” to see a single view for all email in all your accounts

Receiving your eEdge emails in Outlook

March 31st, 2011

Here’s a quick tutorial on setting up your Outlook 2007
to receive your eEdge emails:

Hint: Vision = eEdge Webmail

This is a step-by-step guide that will show you how to set-up your Outlook 2007 to automatically receive your Vision Webmail emails in your Outlook inbox.  This will enable you to stay more connected to your prospects and better handle your business “on-the-go”! 

Key Notes:

 Use IMAP (POP3 is currently not supported)

  • Once set-up, this will forward all Webmail inbox emails straight to your Outlook inbox
  • In order to view emails from your prospects, you will need to click into the “Shown in CRM” folder
  • If you respond to your prospects from Outlook, you will still need to login to your Vision system in order to “File” your emails from prospects.

What if I don’t use Outlook 2007?

For all other Outlook versions and mail clients, you will set up your Outlook differently than the Outlook 2007 instructions below. The general process is the same, so we encourage you to set up your own email. While doing so, please use the server details below to complete your webmail forwarding set-up.

  • Usernameyourprefix@[websiteURL].com (example:
  • Password: This is the same password that you use to login to your Vision contact management system
  • Incoming mail servermail.[websiteURL].com
  • Outgoing mail server:  smtp.[websiteURL].com
  • Incoming Port (default): 143
  • Outgoing Port:  587

 Instructions to set up your Outlook 2007 

1. Open the Tools menu in Outlook, and select ‘Account Settings.’

2. Under the email tab, select ‘New.’

 3. In the screen that appears, select the first option, POP3, IMAP, or HTTP and click Next.

 4.  On the next screen, select the checkbox at the bottom, which will grey out all the text fields. Select Next.

 5. On the next screen, select ‘Internet Email’ and click Next.

6. On the next screen, complete all the fields.

  1. Enter your User Information and Logon Information as shown in the sample below. It’s important to complete all of these fields.

Note: Your username is your entire RG email address, and your password is the same as you use to log into your website. 

  1. Enter the Server Information. Select IMAP under Account Type.

* Your server information will vary, depending on what your website address is.  For example, if your website URL is then your incoming mail server is In the example provided, the website is, and you can see the appropriate mail servers in use for that website.

Incoming Mail Server:  mail.[yourwebsiteURL].com

Outgoing Mail Server:  smtp.[yourwebsiteURL].com

 After you have filled out the entire form, click on ‘More Settings.’ 

  1. In the More Settings window, first select the ‘Outgoing Server’ tab. Check the box that says the outgoing server requires authentication.  
  2. Then, click on the ‘Advanced’ tab, and change the outgoing server port number to 587, and press ‘OK.’
  3. On the next screen, click on the ‘Test Account Settings…’ button, and a small window will appear.

At this time, the system is testing the connection for you. Once it’s finished, it should tell you the testing results were successful. If either of these tests fail, you did not supply correct information at some point. Go back and check your username, password, and other items for typos.

After successfully testing the account settings, click Close. The wizard is finished and you can start using Outlook to send email from your account! Congratulations! 

Have questions?

RealtyGenerator and Team Leader Support: 1-866-224-9425

Growth Leader and JustListed Alliance Support: 1-877-450-0088

Getting your KW White Pages Profile to 100% #kwri

March 15th, 2011

Have you ever logged in to your and noticed that your profile is less than 100%?  This bugged me for a long time!  So I contacted someone “in the know” at KWRI asking about it and they sent me this handy list of the different fields and what % they counted towards your profile completenes.  It wasn’t long before my profile was at 100%.

With white pages information now being searchable by consumers on, it makes sense to insure that your profile is 100% complete so that you don’t miss a potential lead. And, when you initiate your eEdge account, the system uses the info from the white pages to poplulate your eEdge account.  Set up your white pages first and you kill two birds with one stone.

Here is a list of the fields that are currently used to calculate your Profile Score.  All of these fields can be accessed in the Contact Information Comparison page.

Weight Field Name
5% First Name
5% Last Name
0% Team Name
5% Street 1
0% Street 2
5% City
5% State/Prov
5% Zip/Postal
2% Country
5% Business Phone
0% Home Phone
5% Mobile Phone
0% Fax
5% Text/Carrier
10% Email
10% Image
5% Display for customers
0% URL
5% Biography
1% Languages
5% Specialties
5% Service Area
1% Slogan
0% Loss Mitigation Resume
1% Designations
3% Blog URL
3% Facebook URL
1% Twitter URL
3% Referral Notes

Once you’ve clicked Edit my Profile, you’ll have the option to edit your information in multiple places on  There is even a list of additional fields that can be updated. 


Keller Williams adds eEdge Resource Site

March 14th, 2011

eEdge - Keller Williams Realty

Keller Williams Realty launched a new site today that now has all of the eEdge resources in one central place.

The site has an FAQ section, shows the current roadmap for development, new product updates, information about partner products, get product support and best of all…”a place to collaborate on the future of eEdge, vote on the enhancements that are most important to you and actively discuss eEdge.”

Take a few minutes to check it out. Kudos to #kwri.  I think it is going to be a great resource.

What features are you most interested in seeing next?

Finally, a sign of spring!

February 27th, 2011


Where to find @KWeEdge Training Resources

February 25th, 2011

Keller Williams eEdge, the industry’s game changing technology initiative is now LIVE and KW has provided a plethora of training resources that our agents can access today and in the future. Here are links to most of them.

Several resources are available in the Help and Support Section of eEdge – you’ll find it in the top right corner.

From here, you’ll see several options:

Help for this page – gives help for that specific section of eEdge – Yep,  HELP IS RIGHT THERE ON EVERY PAGE

Training – this takes you to a complete library of KW Connect videos

Quickstart Guide – a downloadable pdf file that you can print.

Coming Soon:

3/1 – TL Tuesdays will start.  They will be held every Tuesday at 12:00-12:30, hosted by Cary Sylvester, and will cover the key questions and updates for eEdge that Market Center Team Leaders can pass along to their agents.  Look for the link in This Week @kw – emailed out on Sunday evenings.

3/7 – Self-paced agent Online QuickStart Training. – Look under Help and Support —> Training

3/7 – Family Reunion eEdge Audio Files (free downloads from the FR site)

The support site “Knowledge Base” will continue to be populated with the top FAQs, How-to’s, etc.

Family Reunion eEdge powerpoints will be downloadable from the Family Reunion site (login and click Downloads)

MAPS will be offering an 8 week group coaching program designed to get agents up, running and IMPLEMENTING eEdge for lead generation, follow up and conversion.  This 8 week course, taught by yours truly begins Wed. April 6 at 2 Central.  Register today!

In addition, both Beth Torrence and Michael Tritthart can schedule all day workshops in your office for your agents. Contact Beth for information and pricing.

Onward, to the eEdge of possibility!

Soci@l Media Do’s and Don’ts from @LizLandry, @JayPapasan, and @SueAdler from #kwfr

February 20th, 2011

Keller Williams Family Reunion is in full force!  Today I had the honor of facilitating a panel discussion on Smart Social Media Strategies with KW Social Media rockstars  Liz Landry (the Landry Team, Jacksonville, FL)  Sue Adler (The Sue Adler Team, Summit Hills NJ) and Jay Papasan (Co – Author of several books including Soci@l, The Millionaire Real Estate Agent, and SHIFT).  They had some great Do’s and Don’ts for making the most of social media.

Social Media DO’s:

  • Be yourself –  your professional self – people are watching. If you can’t be who you are, perhaps you should reconsider whether being on social media is right for you.
  • Follow good etiquette -> Give more than you take.
  • Be Present and Be Authentic.
  • Be the connector – Introduce people who should know each other.
  • Categorize your friends in to lists
  • Keep your audience in mind. Use the custom privacy settings to post relevant content to relevant lists of friends (So the people in NJ don’t have to see newsfeeds of your Ohio open house.)
  • Give proper credit when re- posting information.
  • Put your company affiliation where people can see it. Even if you aren’t actively working it, people and other Realtors need to know you’re in real estate.
  • Time block so that you are Networking instead of Not Working.
  • Read the e-book Soci@l

Social Media DON’TS

  • Be negative – Do YOU want to follow someone who is negative?
  • Blatantly/advertise on your profile. Your Facebook profile is not the place to post your listings.  Posting listings and asking for business is sure way to get unfriended/unfollowed!
  • Be 100% about business.  Have fun with it.  People want to connect with YOU.
  • Post anything that you wouldn’t feel comfortable sharing with your clients and colleagues. The Internet reveals all! ( Ask yourself  – WWMD – What Would Mo Do?)
  • Make it all about you.  Be a giver and acknowledge other people.
  • Spam people with group emails, event invites that aren’t applicable, and request for apps like Farmville.
  • Send friend requests without a personal message.  (No, just because you work for KW doesn’t mean I know who you are)
  • Trade dollar productive activities for social marketing until you are generating business from it. Social media is an add-on until you are producing.
  • Forget that this is a relationship building medium.

Guys and Gals Packing Lists for #KWFR

February 14th, 2011

After 11 trips to Keller Williams Family Reunion, it seems I’m always forgetting something!  Here’s a couple of handy dandy packing lists for the guys and the ladies.

Business trip packing list Male

Business trip packing list Female

What else would you add?  Feel free to share.

See you in Anaheim!