Intellisync®

The long awaited addition of Intellisync® is finally here. You now have the option to automatically sync information in your Wise Agent account to your Outlook or Palm Desktop. You can then sync your phone or palm device to Outlook or Palm Desktop. Intellisync® for The Wise Agent gives you the option to sync your Client List, Vendor List, Calendar, and To-Do List. If you have your Transaction Checklists setup to automatically add tasks to the To-Do List, these items will sync as well.

To purchase Intellisync® or review installation instructions, you can click on the Import/Export button. Then click on the Intellisync links located below the Export buttons on the right side of the page. As always, we negotiated the price to a minimum and passed the savings on to you. The cost for our new Intellisync feature is $40.00 for two years of service. Once you purchase Intellisync for The Wise Agent, it can be added to as many computers as you require.

Dave Beson Letters

You asked for them, and now we have them. You are now able to purchase Dave Beson Letters under the Letter button in your Wise Agent account. Dave Beson letter packages come with pre-written letters for client follow up and prospecting. You can choose from three different letter packages each containing an average of 200 letters. For Brokers/ owners and managers there is a special package of recruiting letters. Click on the Dave Beson link to see what each package contains, including sample letters and prices.

Once you purchase a letter package, the letters will automatically be imported into your Wise Agent account under the stock letters drop down section. From there, you can choose the letter you want, make any desired changes and then press the Add to My Letters button. Act now to take advantage of our special and get three letter packages for the price of two.

Next and Previous Buttons

If you have been a member of The Wise Agent for any time at all, you are aware of our incredible customer support. We really listen to our members and their continued suggestions. Sometimes requests that seem simple turn out to be a big programming project. We have now added the Next and Previous buttons to each client summary page per your suggestions. This makes it quick to move from one client summary page to the next, within any given category.

Keep your suggestions coming, we are listening!

My Team Button

You will be excited to know we have added more Team functions. We now have a My Team button that is setup for you to keep track of your Outside Team members. You can invite as many other Wise Agent members to join your “outside team” as you want. Once you have invited someone to be an Outside Team Member you can begin sharing information back and forth. The My Team button allows you to view your team and the information that is being shared with them. New as well is the ability to see a profile picture of each member on your outside team.

The new Team functions allow you to share transaction checklist templates, clients, vendors, and calendar events from one Wise Agent account to an unlimited number of outside team members, with just the click of a button. For your protection, no one on your “outside team” will have access to your account or any information you have not chosen to share.