How to Order Exhibit T Materials

How to Order Exhibit T Materials

When new agents are onboarded, they will receive an email from our Support team with their account/login information which will prompt them to complete the New Agent Marketing Profile Jotform: https://form.jotform.com/232424652421145

This form needs to be completed by the agent within 30 days of their hire date in order for them to receive their company-provided marketing materials. Please encourage your new agent to complete the form at their earliest convenience to ensure they receive their marketing materials in a timely manner.

For tracking and compliance purposes, this form must be completed before marketing materials are ordered.

When the agent completes the form, the AC will receive an email notification. This email will provide you with the agent’s contact info and preferences which you will need to begin ordering the materials requested on the form. Please save this email for your reference.

NOTES:

It is the agent’s responsibility to pay for items not approved on their Exhibit T. These items should be ordered separately and billed to the agent.

Marketing credits are applied as a reimbursement. If an agent has marketing credits as part of their Exhibit T, they are still responsible for paying the cost of marketing items out of pocket. Once the order is placed and paid for, they can submit the receipt on the Agent Expense Reimbursement Request form: https://form.jotform.com/221235879022151 and get reimbursed for the cost up to the amount of their marketing credits.


Follow the process below to complete the required tasks:

  1. Check over the summary of answers to make sure the agent entered all information required to create proofs for their marketing materials (NOTE: for tracking purposes, please do not change the answers on this form, unless the agent specifically indicated that there is an error)
  2. Check over their Exhibit T form to confirm which materials need to be ordered and in what quantities
    1. Create proofs for all required materials as needed:
    2. Name Badge – Take a screenshot of the proof on screen to send to the agent for approval.
    3. Business card – Download a PDF proof to send to the agent for approval.
    4. Signage – Fill out the DeeSign order form and email to Sales@DeeSignCA.com to request proofs from the sign company. Once you receive the proofs, forward them to the agent for their approval. For Exhibit T items, enter your name as “ordered by” and for billing information enter, “Invoice Company.”
  3.  Once your agent approves the proofs, place the orders as required (NOTE: for tracking purposes, orders should not be shipped to the agent’s home address):
    1. Business cards and name tag should be shipped to the office.
    2. Yard signs and name riders should be shipped to your local FastPost facility, unless otherwise indicated by the agent.
    3. Open house signs should be shipped to the office.
    4. Go back to your initial notification and click the Edit Submission link to enter the order status and order number for all items you have processed for the agent.

 

 

THE MARKETING DEPARTMENT IS RESPONSIBLE FOR:

  1. Creating the agent’s email signature
  2. Creating the Just Joined social media graphic
  3. Assisting with special cases (see below)

These items will be completed once the New Agent Marketing Profile form is submitted by the agent.


SPECIAL CASES:

If an agent requires Commercial signage, please reach out to marketing@bhhsdrysdale.com for further instructions. Commercial signage is not ordered through DeeSign.

For Tahoe City agents, please reach out to marketing@bhhsdrysdale.com for business card proofs and assistance with placing the order. MOO does not deliver to the Tahoe City office. Orders for this office must be placed through AllegroCP.



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