Orientation

WSMW ORIENTATION

Achieve your goals with the support and tools provided by Windermere Services Mountain West. Join us, via Zoom, for a morning of learning all things Windermere! We cover company culture, history, resources, tools, and training; everything you need to succeed.

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A TEAM THAT HELPS YOU SUCCEED

The knowledgeable staff here at WSMW is one of our regions best resources. Here to help you with everything from marketing and technology to referrals and education. During orientation each member of our staff elaborates on of their area of expertise and the services they provide to our network.

Rebekah Singer

Vice President of Operations & Marketing

Email Rebekah

Janet Weldon

Vice President of Referral Services

Email Janet

Jim Lodato

Vice President of Agent Services

Email Jim

Crystal Evans

Vice President of Professional Development & Marketing

Email Crystal

THE TOOLS THAT HELPS YOU SUCCEED

Windermere provides a plethora of resources, tools and education for our agents. Get an in depth tour of all things Windermere during our program & tools overview. Open to all, agents and staff, join us as we do a deep dive into our most popular tools including Moxi Engage, Moxi Present and Agent Websites.

WEBSITES

Your agent website is an important part of your brand. Communicate your value, gain recognition and showcase your expertise.

PRESENT

Create interactive, multi-media CMAs and presentations to impress clients and help you win more business with Moxi Present.

ENGAGE

Engage is our customer relationship management (CRM) tool designed to help agents automate and manage their business more efficiently.

REGISTER FOR ORIENTATION

Orientation is a two part class that will introduces you to all the programs and tools provided by Windermere. We will go over our company culture, history, resources, tools, and training; everything you need to succeed. Click the links below to register for each class.

Windermere Intro & Present

In this class we will go over all the tools & programs available to you at Windermere, as well as provide extensive training on Present, our top-notch CMA and presentation tool.

Click Here to Register for Part 1

Engage & Email Campaigns

In this class we cover all the tools and features Engage has to offer; from inputting contacts and setting up subscriptions to adding transactions and tracking your goals.

Click Here to Register for Part 2

WATCH ONE OF OUR RECENT CLASSES

September Orientation

Watch our previous orientation class as we walk you through all things Windermere!

How to Create Custom Searches

Create custom searches on your agent website. To make searching easier for clients.

August Orientation

Watch our previous orientation class as we walk you through all things Windermere!

Creating & Deleting Groups

See how you can easily create new groups or delete old ones to organize your contacts within Moxi Engage.

June Orientation

Watch our previous orientation class as we walk you through all things Windermere!

Tools Overview

Overview of Engage, Present and a highlight of our marketing program Custom Xpress.

Engage Overview

Overview of the new All People section. This new section has a ton of great new features and filters.

Using Canva Slideshow Templates

Use Windermere branded Canva templates to create slideshows for social media.

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We Value Fairness. We Also Value

Being Your Unfair Advantage.