UpTechpro offers a wide variety of training classes in KW Market Centers throughout the Houston area. We began as a training company and expanded to meet the technology needs of Agents and Market Centers that were observed through training. We continue to adapt our classes and services to fit agents needs.
Available Classes
Dotloop Training Workshops
Dotloop Basic is for agents who are new to the Market Center and/or Real Estate or those seasoned agents in need of a Dotloop refresher. You never know what you don't know until you attend the basic workshop.
This training workshop will cover the following:
Dotloop Intermediate
This Workshop is for agents who desire solutions to dropping and dragging signatures, initials and text boxes when working with none KW Agents or pdf documents. You will also learn how to create templates documents for forms such as the Residential Lease.
Join me to discover great Dotloop features and step up your Dotloop skills.
Dotloop’s Special Features
A class for agents who want more control of their transactions. Utilize Dotloop to communicate with your clients, the co-agent, as well as vendor partners to keep transactions flowing smoothly.
This workshop will cover the following:
This training workshop will cover the following:
- Account settings
- Starting a Loop
- Adding Clients and assigning Roles
- Creating folders
- Adding Your IABS to Dotloop
- Adding documents to the loop
- Editing documents and adding signatures
- Sharing contract documents with clients
- Submitting loops for compliance
Dotloop Intermediate
This Workshop is for agents who desire solutions to dropping and dragging signatures, initials and text boxes when working with none KW Agents or pdf documents. You will also learn how to create templates documents for forms such as the Residential Lease.
Join me to discover great Dotloop features and step up your Dotloop skills.
- Organize and split pdf documents in Dotloop
- Utilize overlays to add client’s initials and signatures to pdf docs in seconds
- Create templates for frequently used documents
Dotloop’s Special Features
A class for agents who want more control of their transactions. Utilize Dotloop to communicate with your clients, the co-agent, as well as vendor partners to keep transactions flowing smoothly.
This workshop will cover the following:
- Navigating multiple offers
- Manage offers on listings with the Easy Offer Folder
- Creating a transaction task list template checklist for yourself as well as buyers, sellers
- Utilize Dotloop messenger to communicate with your clients
KW Technology Training Workshops
KW Technology Overview
Take Command
Command Contacts
Command Opportunities
Command Contacts Updates and Opportunities
myMarketing 101
myMarketing 102
The Amazing Power of eEdge Marketing Unleashed- You Won't Be Disappointed- 2-hour training workshop where we will explore the different marketing materials available like Drip Campaigns for Buyers and Sellers, Flyer, Postcards, Greeting email for special occasions. Customize and send marketing pieces to specific groups. Create marketing to farm a particular area. Create marketing pieces to send to your sphere and let them know that there is a human behind all of that real estate knowledge. Collaborate with your co-agents and learn new techniques in marketing.
eEdge Build a Powerful Database
myMarketing Groups and Campaigns
myMarketing Promoting and Follow Up for Open Houses
Optimize your ability to convert leads to clients by promoting your open house with print and email marketing pieces in myMarketing. Follow up with open house guests through a customized 8x8 campaign.
myMarketing Birthdays and Anniversaries
2-hour workshop where we will learn how to set up your contacts to receive Birthday and Anniversary emails from you automatically. As that personalized touch that lets your clients know you care. Show them you're the agent that they can count on when they have real estate needs.
Getting to Know Your Placester Website
myKW Mobile App
KW Google Apps
Kelle App
Meet Kelle, your Keller Williams personal assistant. Manage your database, find info quickly, track your goals, check your schedule, and grow your referral network – anytime, anywhere.
Advanced Training Workshops
Capture More Leads with your Placester Website
2-hour training workshop where we will go over additional features on your Placester Website.
Capture More Leads with your Placester Website 2
2-hour training workshop where we will go over how to leverage the tools within your Placester website to attract and capture more leads.
Holiday Greetings with eEdge myMarketing
2-hour training workshop where we will go over the marketing material available in eEdge. Set up your account information, including social media links, so that they auto populate into your signature on all your marketing pieces. Set up your signature for your @kwrealty email address which appears on listing alerts and custom emails sent through the eEdge system. Learn how to create and customize Flyers and Postcards to send Holiday Greetings to your contacts in eEdge.
- Getting to know your eEdge Control Panel
- Communicating through the Market Center Intranet
- Your 2 KW email addresses
- Your KW websites
- Where and what is KWConnect
- Importance of setting up your KW Connect profile
- Where to find you CGI and how to set it up.
- Google suite(G Suite) Where is it and how to use it
- KW Mobile App Setup (Keller Mortgage)
Take Command
- Overview of Command
- Set up your Command profile
- Set up your Command Marketing Profile
- Import contacts from your Gmail, Outlook, eEdge, and Dotloop as well as other CRM platforms into Command
Command Contacts
- Newly released Command Features and Updates
- Command Contact settings
- Understanding the Command Contact Cards
- Add Custom Tags and Custom fields
- Add Contacts
- Create Landing Pages for your client (their own personal webpage created by you)
Command Opportunities
- Understand the Command Opportunities/Sales Pipeline
- Track your clients from Lead to Close in Opportunities
- Customize the stages of your Pipeline
- Add Checklist to Opportunities
- Manage Opportunities
Command Contacts Updates and Opportunities
- Newly released Command Features and Updates
- Build a Powerful Command Database and Sales Pipeline
- Phases and Stages - What's the Difference
- What can be customized in your Sales Pipeline
- Track and Control Opportunities/Sales Pipeline
- Add Transaction Checklist
myMarketing 101
- Creating and customize Flyers, Postcards, to send Holiday Greetings to your contacts.
- Setting up social media links to auto populate into your signature on all your marketing pieces.
- Setting up your signature for your @kwrealty email address which appears on listing alerts and custom emails.
- Setting up your eEdge website
- Adding communities to your website
- eEdge lead capture
myMarketing 102
The Amazing Power of eEdge Marketing Unleashed- You Won't Be Disappointed- 2-hour training workshop where we will explore the different marketing materials available like Drip Campaigns for Buyers and Sellers, Flyer, Postcards, Greeting email for special occasions. Customize and send marketing pieces to specific groups. Create marketing to farm a particular area. Create marketing pieces to send to your sphere and let them know that there is a human behind all of that real estate knowledge. Collaborate with your co-agents and learn new techniques in marketing.
eEdge Build a Powerful Database
- Setting up your account information
- Adding and managing new contacts
- The eEdge Control Panel
- Creating system reminders
- Set Status Types and Create Groups
- Set up listing alerts
- eEdge Website it connects
myMarketing Groups and Campaigns
- Setting up your account information
- Discuss campaign options
- Print and email campaigns
- Adding existing and new Clients to Campaigns
- Set up a 33 Touch, 8X8 or 12 Direct marketing campaign
- Supercharging your 33 Touch with Social Media
- Explore personalized Birthday and Anniversary (Annual) Campaigns
- Adding Social Media Links to your myMarketing pieces
myMarketing Promoting and Follow Up for Open Houses
Optimize your ability to convert leads to clients by promoting your open house with print and email marketing pieces in myMarketing. Follow up with open house guests through a customized 8x8 campaign.
myMarketing Birthdays and Anniversaries
2-hour workshop where we will learn how to set up your contacts to receive Birthday and Anniversary emails from you automatically. As that personalized touch that lets your clients know you care. Show them you're the agent that they can count on when they have real estate needs.
Getting to Know Your Placester Website
- Launch and setup your new Placester website.
- Familiarize yourself with Placester features
- Easy Customization of Neighborhood pages
- Increase mobile-responsiveness
- Create Opportunities to capture multiple leads
- Create a follow-up system for your website leads
myKW Mobile App
- Upload the KW Mobile App
- Learn about your mobile app unique features.
- Locate your Agent Code and Brand you Mobile App to you.
- Request your Wolfnet IDX which will power your app.
- Set your alerts so that you will be notified as soon as you have a new lead or request from your mobile app.
- Discover Wolfnet backoffice to view your contacts saved properties.
- Share your KW Mobile App with your contacts via email, text, Facebook, or Twitter.
KW Google Apps
- KW Gmail
- Google Calendar- App to manage events and appointments, pull in the MC training calendar, and share calendars with team members and others.
- Google Drive- Create or upload spreadsheets and documents to share and edit.
Kelle App
Meet Kelle, your Keller Williams personal assistant. Manage your database, find info quickly, track your goals, check your schedule, and grow your referral network – anytime, anywhere.
- What Kelle can do for you.
- What you can do with Kelle.
Advanced Training Workshops
Capture More Leads with your Placester Website
2-hour training workshop where we will go over additional features on your Placester Website.
Capture More Leads with your Placester Website 2
2-hour training workshop where we will go over how to leverage the tools within your Placester website to attract and capture more leads.
Holiday Greetings with eEdge myMarketing
2-hour training workshop where we will go over the marketing material available in eEdge. Set up your account information, including social media links, so that they auto populate into your signature on all your marketing pieces. Set up your signature for your @kwrealty email address which appears on listing alerts and custom emails sent through the eEdge system. Learn how to create and customize Flyers and Postcards to send Holiday Greetings to your contacts in eEdge.
Meet Our Technology Trainer
Vonda Chambers
Houston Area KW Technology Trainer
Vonda met Nicole Joyce while working as the Director of Agent Services and Technology Coordinator for KW Premier in 2014. Nicole was thoroughly impressed with the Technology skills she displayed, as well as her passion for training agents. Vonda joined the Premier Productivity Coaching Program as the Business Development Coach in 2017 and soon began working with UpTechpro. She is extremely “Kellerized” and is ready to provide Agents with great Technology Skills training.
Vonda’s career at Keller Williams began as an agent with Keller Williams Greater Northwest. She later transferred to Keller Williams Premier in Katy for a shorter commute. Vonda received her Real Estate License in May of 2012 and shortly after discovered her passion for KW Technology.
Vonda is retired military veteran with 20 years of distinguished service in the US Navy. While on active duty she received her Bachelor of Science Degree in Workforce Education from Southern Illinois University.
Vonda is married and she and her husband are both retired Navy empty nesters whose 4 children provide them the greatest joy.
Houston Area KW Technology Trainer
Vonda met Nicole Joyce while working as the Director of Agent Services and Technology Coordinator for KW Premier in 2014. Nicole was thoroughly impressed with the Technology skills she displayed, as well as her passion for training agents. Vonda joined the Premier Productivity Coaching Program as the Business Development Coach in 2017 and soon began working with UpTechpro. She is extremely “Kellerized” and is ready to provide Agents with great Technology Skills training.
Vonda’s career at Keller Williams began as an agent with Keller Williams Greater Northwest. She later transferred to Keller Williams Premier in Katy for a shorter commute. Vonda received her Real Estate License in May of 2012 and shortly after discovered her passion for KW Technology.
Vonda is retired military veteran with 20 years of distinguished service in the US Navy. While on active duty she received her Bachelor of Science Degree in Workforce Education from Southern Illinois University.
Vonda is married and she and her husband are both retired Navy empty nesters whose 4 children provide them the greatest joy.
For more information, contact calendar@uptechpro.com.
