Agentbox +
Move Me In
Starter Guide
Your Agentbox and Move Me In journey starts here with essential steps and must-dos so your agency can deliver the best service offerings to your clients.
Let's dive in and make things happen!
What you need to do
Book Onboarding Sessions with Move Me In
Move Me In will need some time with two of your team areas to help run you through the set up. Look out for an email from Move Me In to book these sessions. Move Me In will need time with your:
Admin Team - to ensure the Agentbox automation process is working just fine.
Sales Team - to run your sales team through the process your clients will experience.
Agentbox Consent and Automation Set Up
Feel like pushing ahead? No worries!
Follow the easy steps in our Help Article to enable the Agentbox CRM to manage automatic consent for your new home purchasers. We show you how to do this right here in our handy Help Article.
Add this Privacy and Compliance Statement
To ensure compliance, you'll need to include the below privacy statement into your existing collection statement process.
a). Copy and paste the statement from the link below
b). We also suggest adding us into the Form 6 disclosure to your vendors due to possible rewards from our program.
Supplier Details for Move Me In
Move Me In will need a few details about your preferred suppliers. This is so they can customise your home buyer experience.
You'll need to provide up to three options for each of the below, including an email address and phone number. Email these supplier details to memberservices@movemein.com.au
- Building and Pest
- Conveyancer
- Mortgage Broker
- Tax Depreciation
- Pest Treatment
Your Move Me In Agent Portal Access
Move Me In will contact your agency to arrange a time to get you all set up in your very own Move Me In Agency Portal. This is where you will submit details of new owners and understand how to track your referrals to Move Me In.
Agency Portal Login PageHow to Use Your Agency PortalHow to Complete an RCTIMarketing Material You Can Use
Move Me In have these easy to attach PDFs you can simply print or attach in an email for your new purchasers. Feel free to download and use as you feel. You will receive an email from Move Me In with a your very own custom QR code New Purchaser Flyer.
Download Move Me In FlyerDownload DoorDash Discount FlyerGet the most out of Move Me In
In the button below we cover 3 additional tips to get the most out of Move Me In for your agency.
- Temporary Connections
- Let Your Clients Know Who We Are
- Customer Branded Switch and Save Page
Do you need further Support?
The Agentbox Support team can walk you through Step 1 of your Move Me In journey. You can also contact the Move me In team directly for enquires about your Agency Portal or Digital Concierge.
Agentbox Support
Move Me In Support
