|
Sign Up
HomeHome

Platform Training LandVest

LandVest Platform Training Outline

  • Purpose: Build confidence, consistency, and adoption across Listings, Leads, Agents, and Marketing tools
  • Audience: LandVest Admins, Marketing Coordinators
  • Format: Live training and / or recorded modules
  • Outcome: Improved Team Support and Marketing

SESSION ONE - 10:15 AM

2.

Listings Management (Quality & Control)

Goal: Ensure listings are accurate, engaging, and on-brand
  • Listings update from Treehouse every 30 minutes
  • Changing Featured Listings
  • Adding Non-MLS listings (from Treehouse)
  • Adding YouTube videos to listings
  • Editing service area.
3.

Lead Management Fundamentals

Goal: Understand lead flow and reduce missed opportunities
  • Understanding lead data at a high level
  • Reassigning leads
  • Adding and using tags
  • Forced Registration:
    • What it does
    • What we’ve found - forced registration drives more leads
  • Common pitfalls that reduce lead engagement
4.

Saved Search Strategy

Goal: Turn saved searches into an “always-on assistant”
  • What a saved search is (conceptual overview)
  • How saved searches drive:
    • Alerts
    • Engagement
    • Repeat visits
  • Editing saved searches
  • Creating advanced searches:
    • Polyline searches
    • Recommended (“Rec”) searches
  • Best practices for agent use
5.

Agent & Office Management

Goal: Reduce friction and empower self-service
  • Changing agent passwords
  • Adding or editing offices
  • Reordering agents on the site
6.

Agent Dashboard Navigation

Goal: Help agents focus on what matters daily
  • Navigating the Leads dashboard
  • Navigating the Listings dashboard (most of this will be in Treehouse)
7.

Content & Site Updates

Goal: Keep the site fresh without fear
  • Editing menus
  • Adding and editing testimonials
  • Setting up and writing blog posts
  • Content best practices:
    • Consistency
    • Relevance
    • Simplicity
8.

Products & Features Overview

Goal: Awareness → adoption
  • Agent Sites (separate training)
  • Agent Turnkey Site (separate site)   $149/month, $500 setup fee
  • Agent Premium Site (example) Custom quote
9.

Wrap-Up & Next Steps

  • What admins should review weekly
  • What agents should review daily
  • Where to find training videos
  • How to request support
  • What success looks like after training

SESSION TWO - 2 PM

1.

Platform Orientation & Expectations

  • How to log in (Admin vs Agent)
  • Overview of main platform areas:
    • Listings
    • Leads
    • Search
    • Agents
    • Content & Marketing
  • What this training will cover vs won’t cover
  • How this platform supports:
    • Visibility
    • Engagement
    • Conversion
  • Where to go for help after training
2.

Agent Sites

  • What is an Agent Site?
  • How to access Agent Sites
  • How to Update a Blog on an agent site
  • How to create Recommended Searches for an agent site.
  • How to create a page on an agent site
3.

Agent Site Options

  • Agent Site
  • Turnkey Site
  • Premium site

With An Expert

Do not fill in this field:

We respect your privacy. By submitting this form, you agree to receive communication from LandVest. We will never share or sell your information. You can opt-out at any time.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.