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Welcome to the Team – Real Estate Agents

Congratulations! Thank you for making Excel Realty & Mortgage part of your future success!

Your Next Steps with Excel

Agent Portal

Go to our Excel Home Page

→Click on “Join Our Team”

→Click on “Agent Portal

→Enter Password excel9876

How May We Help You?

The Who’s Who of Excel is available to help with any of your needs or questions. Be sure to reach out to the appropriate staff member, based on your need, so we can better assist you.

Common Questions

Bookmark the FAQ page for future reference.

Ordering Business Cards

Excel has teamed up with Small Business Printing to provide custom branded business cards at a special discount, and with several template options and styles to choose from. You can start your order with this form.

Ordering For Sale and Open House Signs

Excel has teamed up with several companies to provide an array of options at a special discount. Begin reviewing your options now.

Where to Begin

Bookmark Getting Started for future reference on how to update CAR and ZipForms, to logging into SkySlope, and local association information. Your Local REALTOR® Association should be notified immediately of your office change, upon transfering to Excel. To ensure your membership has been properly updated, forms and association information can also be referenced on this page.

Your First Real Estate Transaction at Excel and TC Services

Once you have your first listing or transaction, whether listing or purchasing, contact [email protected] to schedule an appointment to help get you started with our process. All files are stored through our online transaction management system with SkySlope. Transactions need to be maintained within SkySlope throughout the listing or purchasing process. Listings need to be inputted in SkySlope within 3 days of of signed listing agreement. If you are in need of a Transaction Coordinator, contact [email protected] after getting started with Toshina.

Marketing Support

Consistent marketing is a key to your success! Corefact is a powerful direct marketing and farming system that combines both electronic and traditional components that enable users to easily capture seller leads and develop customized campaigns using digital tools, flyers, email, postcards and unique printed material. Excel has teamed up with Corefact to provide custom branded templates offered directly on the ERM-Corefact site to help elevate your marketing for you and your clients. Announcing your move to Excel always makes for a good excuse to market to your clients and prospects! For all other questions about marketing or fine tuning your business plan, contact [email protected] to schedule an appointment to help with your marketing goals.

Your Website

Excel has teamed up with Pipeline ROI to offer beautiful websites at a special discounted price per month. Pipeline ROI is everything you’ll need to market your business online, with an array of website options to choose from that are flexible and responsive so they look great on any screen. View a sample of one of their websites here. If you are interested in a website, contact [email protected].

Office Extension

Excel provides each of our agents a complimentary office extension. Now, you have another phone number to give out to help sift through the multiple unsolicited marketing calls we receive weekly. Our business phone system has a dial by name directory to make it easy for clients to reach you. There is never a need to check your voicemail by phone – the system instantly sends you an email attachment with the audio wave file.

Presentation Folders

Excel offers stylish presentation folders. The folders are sold at $1.50/each. Please contact [email protected] if you’d like to purchase any.

Excel Merch

Show off your team spirit! Excel has teamed up with BlankStyle, and a local vendor, Logo Boss for a variety of Excel merchandise, including shirts, hats, etc. To begin ordering click here. Please contact [email protected] or [email protected] for more details of our partnerships and how to order.

Title and Escrow Services 

If you are using a company that you are really happy with, great! Feel free to continue working with them. We have also had great success with Fidelity National Title. They have the absolute leading edge app and research system available in real estate today. They have talented escrow officers as well. Feel free to contact Jason Webb at 925.785.0880 | [email protected] to help connect you with the right team of escrow officer, title rep and marketing rep. We have also found WFG National Title to offer the most competitive fees for both seller and buyer clients alike. Feel free to contact Joe Setterlund at 925.557.5011 | [email protected] to help connect you with the right team of escrow officer, title rep and marketing rep.

Natural Hazard Zone Report Services 

All NHD reports are different. We have found Property ID to provide the most comprehensive, accurate and best-insured hazard disclosure report available anywhere. Property ID is the national leader in the development of Geographic Information Systems, a technology used to pinpoint the proximity of all requisite mapped Federal, State, and Local hazards to commercial and residential real property. To disclose to your client with confidence, you can order a report here.

Stay Connected

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To keep up on all the latest company and industry updates.                                                                                                                       

We’re in This Together

You will be added to Excel’s REALTOR® Google Group’s distribution list to communicate with your peers and management as a whole. This is the main and sole way to communicate with all of our agents. You can send an email to [email protected]. Please check your Spam Folder frequently and make sure the email address has been added to your Safe Sender List.

PLEASE NOTE This goes to all of our agents and management. Please keep the communication appropriate and only for recommendations, suggestions, Open House opportunities, general questions, etc. Any advice needed relating to legal matters, etc. should be directed to [email protected] or [email protected] directly.

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