Transparency: Agent Service Plan

A professional level complete branded service & negotiating website so that agents can visibly collaborate and deliver more value to clients. Agents create HomeToHome private accounts for each client. Each client account, branded with the Agent’s Service Plan and Profile, also contains 18 collaborative tools to help clients.

It is also a referral network and a negotiating system.

Great service and performance are rewarded. So, HomeToHome helps promote that distinction so agents can attract future clients. Enter the Ambassador Referral Network. Our referral network recognizes and rewards better service and better performance.

Agent Ambassador offers a way to customize and deliver an agent’s branded service. What you do for your client and how you do it is where your brand lives.

Neither. HomeToHome is the Service & Negotiating System for professionals and their clients. CRM’s and Transaction Systems are primarily “agent facing” and serve the broker. HomeToHome  serves the relationship between agent and client. That is why it is a professional collaborative client service system and a referral system.

Agents create a branded HomeToHome website account for their client. You don’t need a CRM or a transaction system to use it. 

HomeToHome professional edition is also a lead and referral system. Your agent profile is displayed publicly and is searchable by zip codes. HomeToHome professional delivers automated leads and referrals to agents. Agents link to social media pages, past clients, professional recommendations, public referrals to increase exposure. 

Within trial version (Agent Community level), agents may create a profile public that is listed in our public Agent Search. Agents also receive a HomeToHome account as their clients may see it. An example Agent Service Plan and Lender Finance Plan will be visible but not activated. Also included is the HomeToHome Tool Wheel of 18 collaborative tools that clients may use with their agent and lender. 

Only a member Agent may activate the Service Plan for his or her client. Agents (professional edition) are eligible to receive leads, recommendations and referrals. To further your business, you may create and build an online reputation based on levels of service and negotiating.

No, you do not. When you sign up, HomeToHome professional comes fully loaded and ready to go. Your Agent Service Plan standard template of over 500 items to cover a wide range of clients’ needs. Customize it over time to reflect your service brand.

Each HomeToHome that you create for your client is branded with your Agent Service Plan and your Agent Profile. HomeToHome professional comes with a Master template Service Plan so you don’t need to do anything right away. To create a HomeToHome with your Service Plan:

Fill out the form on your Agent Console with your client’s information (name, email, phone, zip code of interest) and click “Create”.

That’s it. Within a few seconds, your client’s HomeToHome is sent to their inbox and their Service Plan appears in your console.

Yes, the standard Service Plan is in compliance. Agents and brokers may use the Agent Service Plan to help maintain compliance with each transaction.

Every HomeToHome that you create for your clients includes a client’s copy of your Service Plan.  Your Master Service Plan is copied for each client’s Service Plan. When you modify your Master Plan, all your future clients’ Service Plans reflect the modified Master.

You can freely add, delete, or hide any item in each of your client’s Service Plan (the copy) as you work with them. Over time, you may wish to add or remove items in your Master Plan. Many agents prefer to add items specific to their branded service into their Master Plan for all future clients.

By far, the most important way to brand your HomeToHome is by customizing your Agent Service Plan. Think of your Service Plan as your brand’s DNA. Many agents prefer to hide proprietary portions of their Service Plan. Only when they are working with their client do they reveal these portions on an “as needed basis”. 

Your Agent Profile is the second way. As with most profiles, simply fill out your form with your current business information. These fields brand your HomeToHome website & make it easy for your clients to contact you. Whenever they sign in to your HomeToHome, they see your profile. Also, all of you past clients’ HomeToHomes have your updated profile. It’s automatic.

The third way is Agent Search. Make your profile visible on our public agent search engine so that new prospects can find you easily. Your profile is ranked in the zip code(s) that you wish to service. When a prospect selects your profile, a HomeToHome is created, branded and connected to you exclusively.

Yes, you’re free to change your membership level at any time. Your billing occurs once a month based on your sign-up. Changing membership levels effects the following:

• Monthly membership dues,
• New HomeToHomes client account creation limit,
• Number of zip codes where your profile ranks on lender search,
• Number of lenders you may connect into your network to receive recommendations.

There are a number of ways and types of leads you may receive. 

• Receive leads from your social media pages and website,
• Receive professional recommendations,
• Receive past client referrals,
• and receive new referrals from our agent search engine.

Receive your referrals automatically in your Agent Console. A HomeToHome account link that is branded to you will be emailed to your new client. An email sent to you with their contact information, including their zip code of interest. Your Console shows your new client, and you will also receive an email with your new client’s contact info. 

Your Service Plan is another way for you to communicate with new clients because it has built-in messaging. Your console will show new message notifications and all new referrals & leads not yet opened.

Yes, of course. To do this is to sign up for HomeToHome professional. Use the standard Service Plan with your client until the completion of your client service. Then cancel your account. 

If you decide to keep your account longer, you receive the following additional benefits that can grow more valuable to your business:

Your professional public ranking increases from our public agent search engine. Cancelling also cancels your ranking.

Higher ranking may increase your probability for more referrals.

• The more Service Plans you commit and complete with clients, the higher your service rating. 
• The more satisfaction returned from your clients through the plan the higher your satisfaction rating.