Tomazin Goff Bookmarks

Checklists:

• Buyer Conversation Checklist - https://to-do.microsoft.com/sharing?InvitationToken=d037Od8ESx6lymTkz2evSQgzNzkqFUHDQFWb-rnJ-3hfVxkH8RAVXD0qpjNXQbfaQ
• Buyer Action Items - https://to-do.microsoft.com/sharing?InvitationToken=P0FJp1phmMuY_pyZb2NuAQhtWdBjiEBCWIwJ-nhFYNVlOKkH4NxvLW509IFILHOJk
• Listing Checklist - https://to-do.microsoft.com/sharing?InvitationToken=snF5Bd_3ea4GxPmAhR_2og2fWybC4A4XIJCIW0Q6i2PCqxhi-qsQuRHBDvo4Eluww
• Listing Conversation Checklist - https://to-do.microsoft.com/sharing?InvitationToken=4K2oJomOSJtdQWdatc40dQqn1w2Su5Bxzd-oljuzr390hKp4OH_jAsbxXFXWWxdAw

Calendars:

• Housiversary Calendar - https://calendar.google.com/calendar/u/0?cid=Y185MXFpNnV1bGIycHZtZGczdHU0YmdiN2Jqa0Bncm91cC5jYWxlbmRhci5nb29nbGUuY29t
• Social Media Calendar - https://calendar.google.com/calendar/u/0?cid=Y19hNnBuNWE5b212cTkxdWlrZnVjc2E0MjN1a0Bncm91cC5jYWxlbmRhci5nb29nbGUuY29t

Google Forms:

• New client information - https://forms.gle/eC56gUoirKY6dzFV6
• New listing information list - https://forms.gle/byjSJduy2yTBx41ZA
• Bean Group Reciprocation form:  https://docs.google.com/document/d/132gyxrxFwlwgv4V9f0hCHlhl7yuJfORm/edit
  • Current agreements with:
    • Brett Davis
    • Cathy Gallant
    • Hoa Huong
• Under Contract Spreadsheet: https://docs.google.com/spreadsheets/d/1wTLNI29u2xqh3ioNd3icqrNcdMbhke8Oz8U2sqSH4Zk/edit

Luxury Presence:

• Who is my main point of contact for website changes moving forward?  
  • Our Client Success Team
  How can they be reached?
  • Email: [email protected] 
  • Live Chat: After logging into the dashboard, click on the support icon in the lower right corner and Live Chat with the support team! 
  • Availability: Monday through Friday 9am PST - 5pm PST. 
  Dashboard Essentials:
  • Login here: Presence ™ platform 
  • Website Basics: Mondays & Wednesdays at 12pm PST / 3pm EST. Click here to sign up. 
  • Website Advanced Training: Thursdays at 9am PST / 12pm EST. Click here to sign up.
  • Helpful how-to articles and training videos: Knowledge Base
  MLS Need to Know:
   
  • Standard MLS feeds: Your site is currently syncing property data from an IDX feed. This feed will pull in all active listings associated with your agent id as well as 2 years of sold listing data. If you would like to explore adding buyers side listings, please contact [email protected]. 
    • View additional information on how to edit and add properties HERE
   
  Finance/Billing Questions:
  • HERE is the link to your Client Billing Portal. You can log in using your Luxury Presence account email.
    • This will allow you to have access to see your personal data, independently of LP. You will be able to log in, see your subscription, review your receipts, update your credit card on file, etc. This all-in-one portal will satisfy all your requests regarding:
      • Receipts
      • Change credit card on file
      • Billing history
      • What am I being charged?
      • What is my subscription plan?
  • If you have any issues or questions regarding the portal, please direct your inquiry to [email protected].