Premium

Platform Consultation

An independent, proud agency for everything brand design + Marketing

Estimated Timeline

Meeting 1

Kick Off Call +
Platform Consultation

Including Introductions + Discovery

Meeting 2

Template +
Print Consultation

Print Introduction + Theme Choice Confirmation

Meeting 3

Review + Test Platform:

Confirming Category Organization and Footers

Meeting 4

Admin Tutorial Part 1 / Launch Lock

Learn Admin Panel Basics + Admin Panel Access. Locked into Change Freeze for Launch

Meeting 5

Admin Tutorial Part 2

Advanced Admin Panel training + Q&A. You are now empowered to manage your users and templates!

Meeting 6

Adoption Strategy

Launch promotion strategic review and continued training if needed.

Launch!

Post Launch Review with Success Manager

Reviewing post-Launch user adoption and experience with your dedicated Success Manager.

Multiple Listing Service (MLS)

Optimal Blue

Single Sign On (SSO)

PRINT SHOP / ONE STEP

What is the ultimate goal you want to achieve with Maxa?

How many teams will be managing this platform with you?

What programs or platforms do you use currently?

How would you like to improve your existing marketing procedures?

Do you have a team fulfilling agent needs or are agents mostly on their own?

How strict or relaxed are you with agents customizing branded materials?

PLATFORM ROLES

User

  • Default Role

  • Frontend Platform Access

  • Limited To Design Customization

MANAGER

  • Frontend Platform Access Only

  • Manage A Team (Become, Invite & Archive Users)

ADMIN

  • Front And Backend Access

  • User/Manager Supervision, Interaction & Management

Default setup

Used By 99% Of Clients | In Meeting 3, you’ll be given user accounts and access to test templates to confirm your lock setup preferences.

Logos/Disclaimers/Icons
Design Elements Unlocked
Photos + Text Unlocked

Please select the one you want to use

USER EDITING OPTIONS

Font & Color Choice

Font

PREDEFINE COLORS FOR TEMPLATE USE

LENDER/AGENT BRANDING

How would you prefer agent and lender information to populate on the designs?

USER ORGANIZATION

User groups

  • Divide users by GROUPS to have exclusive access to categories of DESIGNS only they should see.

offices

  • Divide users by the physical (or metaphorical!) OFFICE they are part of. There is also an OFFICE MANAGER ROLE who can become users in their office.

teams

  • (Use the same video of manager's )Assign a TEAM MANAGER to a group of any users (does not need to be teams of people who actually list together, can be any group of users) A TEAM MANAGER can become anyone on their team.

Compliance

Admins and/or Managers can approve templates before they can be exported, downloaded, or shared.

Concierge

Allow your users to request custom work by your marketing team.

Create your own automated marketing packages

Workspaces

A platform within a platform. For franchises, offices or teams to have their own design and user management autonomy under the main company platform. Allow franchises to create and set their own templates without interfering with the main company content.

Add-Ons

Market Stats

Automatically load preferred area market stats to your favorite templates.

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