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FAU Tech Toolkit – Quick Start Checklist

July 2, 2025

FAU Tech Toolkit – One Wednesday per Month – Virtual & Optional

The Virtual Forever Tech Toolkit introduces key tools to streamline and grow your business. Learn social media with SOCi, website basics with kvCORE, marketing with Madi, client support through Forever Concierge, lead generation with kvCORE pages, and transaction management using Dotloop.

Your To Do List:

  1. Social Media Marketing Tips (SOCI)
    • Learn SOCI through ourSocial Media Market Tips & Tools (SOCI).  Learn how to streamline your social media marketing using SOCi—our centralized platform for posting content, boosting visibility, and staying consistent across all your social channels.
  2. BHHS Connect / Bold Trail Website Overview & Apps
    • Get to know the features of your BHHS Connect / Bold Trail website and mobile apps, including how to customize your site, manage leads, and use the app tools to stay connected with clients on the go.
  3. MADI Overview – Marketing Collateral
    • Explore MADI, your one-stop shop for creating professional marketing materials. Learn how to quickly access and customize listing flyers, postcards, social graphics, and more.
  4. Forever Concierge
    • Discover how the Forever Concierge program supports your clients with move-related services and home ownership resources—before, during, and after the sale—so you stay top of mind for years to come.
  5. QuickBuy App
    • Get introduced to the QuickBuy program and app—offering sellers an instant offer option. Learn how to present this tool as a flexible listing strategy and powerful lead conversion option.
  6. RealMailers
    • Learn how to create targeted direct mail campaigns through RealMailers using map-based marketing. Send professional postcards straight to specific neighborhoods—no printing or mailing hassles.
  7. BHHS Connect / Bold Trail Squeeze & Landing Pages
    • Dive into BHHS Connect / Bold Trail’s lead generation tools, including how to create effective squeeze pages and landing pages to capture and convert online traffic into real leads.
  8. Chalk Digital
    • Learn how to launch hyperlocal digital ad campaigns with Chalk Digital. Promote your listings or brand through targeted ads on mobile apps, websites, and social media—without needing a marketing degree.
  9. Dotloop & Transaction Process Flow
    • Master the essentials of Dotloop and the transaction flow from contract to close. We’ll cover document management, e-signatures, compliance, and how to keep your deals moving smoothly.

Review At Your Leisure:

  1. Calculate Absorption Rate / find the article here
  2. Marketing yourself on INSTAGRAM / find the article here
  3. Creating a FACEBOOK Business Page / find the article here
  4. Review Video Buzz Flyer

See your Agent Ambassador or Contact Diane Howard with additional questions.

Find What You’re looking for.

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There's So Much More To Explore!

There’s always more to learn and discover. Explore these additional sections to find even more tools, tips, and resources designed to support your success. From marketing insights to company updates, each link will help you stay informed, inspired, and ready to grow your business.

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