Can't find a specific template or training? Here's how you navigate the Paperless Agent Dashboard with ease.
Products
If you just joined The Paperless Agent and you were promised a specific template or tool, odds are that that resource is located within a "Product." You can find all your Products on your Dashboard homepage by scrolling down.
For example, if you are looking for our Buyer Presentation Template and Listing Presentation Template, you will find them in the "Templates & Scripts to Protect Your Commission" Product.
IMPORTANT NOTE: The chapters on the sidebar of these Products are collapsed by default, so you will need to click to expand them and see what all is included.
Watch a demonstration of this below:
Filebox
Another place you can locate downloadable resources is in our Filebox, also called the "Resources Library." You'll find this under the section of your Dashboard homepage called "Access Resources and Training."
The Filebox is organized into categories, which you can see by clicking the dropdown in the top center of your screen. Below is a description of those categories:
- Featured Resources: These are the templates, checklists, or guides most recently mentioned in a Member Training (the bimonthly Marketing Club-exclusive webinars).
- Most Popular Resources: As the name suggests, these are the resources our members ask for, use, and see success with the most!
- Lead Generation Guides: Find templates for our Home Buyer's Guide, Home Seller's Guide, Relocation Guide, etc in this category. Customize these pieces and use them to find new prospects quickly.
- Lead Generation "Items of Value": These professionally-designed templates provide valuable real estate-related information on a variety of topics, and would make attractive offers on lead generation landing pages.
- Marketing Templates & Resources: We've created hundreds of templates, checklists, guides, and manuals to help our clients grow their real estate businesses. Find everything that doesn't fit into the above categories here!
IMPORTANT NOTE: Make sure to read the description of the resource you are interested in. For example, if you want to use the Canva version of our Relocation Guide template, you will need to click the link in the description rather than the blue "Download" button.
Training Library
The next place you'll find resources is in our Training Library, where we store the recordings of all our past Member Training Sessions. This is also located under the section of your Dashboard homepage called "Access Resources and Training."
Click on the card titled "Member Training & Library." The first thing you'll see is a link to register for the next upcoming Member Training (or, if we're currently live, a link to join the live session). Scroll down to view the archive of recordings.
There are two views you can use to navigate the Training Library. The default view is by topic, which has Member Training replays organized into related categories such as "Most Recent" and "Greatest Hits." The other view is by date, which is a reverse-chronological list of all the sessions we've ever hosted.
Choose a Member Training and scroll down past the video replay to find links to download all the resources mentioned in that training.