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Menu
Search Homes
Map Search
Advanced Search
Sell Your Home
3D Virtual Real Estate Tours
Aerial Real Estate Photography & Videography
Professional Real Estate Photography & Processing
In-House Real Estate Marketing & Design
Communities We Serve
Greensboro NC
High Point NC
Kernersville NC
Lexington NC
Winston-Salem
Lewisville and Clemmons
King NC
Mocksville NC
Other Areas
Salisbury NC
Lake Norman
High Rock Lake
About Mantle Realty
Mantle Real Estate Agents
Blog
Contact Mantle
Review Us
Resources
Guide to Buying a Home
Guide to Selling Your Home
Home Buyer Terms
Utilities Contact Info
Featured Vendors
Swag
Real Geeks Quiz
MANTLE REALTY
How does CRM benefit businesses in managing customer interactions?
It automates customer interactions entirely.
It consolidates and assesses customer interactions.
It removes all customer engagements.
It increases the number of customer interactions.
What does CRM stand for?
Customer Retention Management
Customer Relationship Management
Customer Relationship Model
Customer Relationship Marketing
What Information should go in important notes?
Select All
Spouses/significant other’s name
Financial Information
Current address
Home search Criteria
Phone call documentation
What role does CRM play in lead nurturing?
It automates the entire lead nurturing process.
It helps identify and prioritize leads for nurturing.
It allows the agent not to have to worry about lead nurturing activities.
It grants clients the freedom to search properties on our website without any interruptions
After calling a lead, what things need to be done?
Schedule Follow Up
Change Urgency
Assign Workflow (Email Drip)
Change status
Update Real Geeks Activity and add any notes
(check all applicable)
How many phone calls must you make in the past 30 days to be eligible to receive firm leads?
10
25
50
75
100
in doctor evil voice...1,000,000
When can you use the “Chat” feature in Real Geeks?
Anytime
When the lead is online
Chat is the same as text
Only when they are searching for homes
How can CRM contribute to efficient communication with customers?
Select All
By automating communication tasks
By concentrating on past customer data.
By eliminating the need for calling leads
By providing a centralized platform for client interactions.
What do you do if a lead says they already have a realtor?
Change urgency to contacted and status to working with another realtor
Try to win over the client and get them to use you as their realtor instead
Who cares if they have an agent
Ask if they have signed paperwork, if so ask who they are working with add to important notes
Wish them luck in their home search and hang up
Ask if they are happy with their agent and if not, you'd be happy to help them
(check all applicable)
When should you mark a lead as “dead”?
Select All
When they are no longer active on our site, whether they have been contacted or not
After you have called 3 times and have gotten no response
Never
After calling 10-12 times with no answer, and no longer active on our website.
After calling 10-12 times with no answer
When you haven't gotten a response to emails or text
How is a “New” lead flag removed from a lead in Real Geeks?
Select All
By calling the lead inside of the app
By changing the Urgency to “contacted”
By changing the Status from “new”
When the lead is assigned to a workflow
Logging an activity that you have already performed by clicking the Activity tab, selecting a type, and clicking save
Contact the lead either through email or text
What do you do if a lead says they have already purchased a home?
Do nothing
Change urgency to contacted & status to not interested
Change urgency to contacted & status to already purchased
Mark them as a dead lead
Wait I am suppose to contact leads?!
(check all applicable)
How do you check to see if a lead has a saved search & is getting property emails?
Call Lead and ask
Check the client information page on Real Geeks
You don't have to check they automatically get a saved search and daily emails when they sign up on the website
Ask someone else to call them
Log in as user and look at their notifications
Just expect it to work
(check all applicable)
What type of data does a CRM typically store about clients?
Select All
Contact information
Communication Data
Purchase history
Financial Information
Demographic information
When should you contact a lead that has been assigned to you?
Select All
Within the first 5 minutes
Next business day
Wait until they respond to the email or text from the workflow
Same business day
The next time they are searching online
How can you automate follow ups in real geeks?
Select All
Schedule emails and texts to go out at a specific day/time
Create a recurring followup
Assign a workflow
Ask admin to automate your follow-ups
What 3 statuses will remove a lead from your list?
Do Not Contact
Dead Lead
Contract
Active
Already Purchased
Working With another Agent
Blank
Under Contract
Attempted Contact
Nurture
(check all applicable)
What do you do if you find out the lead has a bad number?
Skip lead and go to next one.
Keep calling the incorrect number
Search on thats them for additional numbers
Don’t worry about calling, just email them
(check all applicable)