Orientation

WSMW ORIENTATION

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

Download the Windermere Hub App to get access to the latest and most important news and information about Windermere.

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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 the Windermere Hub, Moxi Engage, Moxi Present and Agent Websites.

ENGAGE

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

PRESENT

Create interactive, multi-media presentations like CMA's and buyers tours to impress clients and help you win more business with Moxi Present.

THE HUB

Your real estate resource center! Find details on everything from upcoming classes & events to how-to videos and social media tips and content.

WEBSITES

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

ORIENTATION SCHEDULE

Our orientation class that will introduce you to all the programs and tools provided by Windermere. We will go over our company culture, marketing, relocation, resources, tools and more. We also provide live training on our programs Engage, Present, the Hub and more. The class is designed to provide you with all the knowledge you need to succeed. We offer both in person and virtual orienation options each quarter. Check out our schedule below to see which option works best for you.

To register, click the link below to send an email with your name and office name.

July 8th	-	In-Person
August 5th	-	In-Person
September 9th	-	Online
October 7th	-	In-Person
November 4th	-	In-Person
December 2nd	-	Online

Online classes will be provided on a quarterly basis. See schedle for details.

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.

View More Videos

We Value Fairness. We Also Value

Being Your Unfair Advantage.