This category contains the help documentation created from pre-2019 PROI.
Social Media
- Why do I need to post content on social media?
- Facebook Basics
- Twitter Basics
- The Mortgage Marketer’s Guide to Social Media
- The Real Estate Marketer’s Guide to Social Media
- The right & wrong way to use social media for real estate
- Using social media to grow your real estate or lending business
- How do I post a blog article I wrote to my social media profiles?
Product Troubleshooting
Blogging Tips & Tools
Lead Manager
- Pipeline ROI Lead Manager FAQ for Agents
- How to log into the Pipeline ROI Lead Manager
- How do I add agents to the Lead Manager?
- How do I create a Team in Lead Manager?
- How do I create Groups in Lead Manager?
- How do I enable the suspension system in Lead Manager?
- How do I manage the office lead routing settings in Lead Manager?
- What e-mail addresses do I add to my forwarding rules?
- How do I activate auto-responders in Lead Manager?
- How do agents accept leads in Lead Manager?
- How do I change the Shark Tank settings in Lead Manager?
- How do I manage the locations where my leads come from?
- How do I capture leads in Lead Manager from other lead providers?
- Configuring Lead Manager for one person
- How do I manually add a lead in Lead Manager?
- Capturing Leads From Lead Providers
- Lead Manager Agent Walkthrough Video
- What is the best place to purchase leads from?
Getting Started With IDX
Real Estate Industry Blogging
Using IDX Listings
Content Pages and Menu
Pipeline ROI eBooks
- 8 lead generation strategies for your mortgage business
- 8 lead generation strategies for your real estate business
- Real Estate Branding Checklist
- Super Simple SEO for Real Estate Agents
- Super Simple SEO for Lenders
- Inbound Marketing Resources
- Real Estate Agent’s Guide to Press Releases
- Customer Persona Template
- Keyword Map
- Inbound Marketing Dictionary
- Inbound Marketing for Real Estate Pros
- Inbound Marketing for Mortgage and Lending Pros
- Building a Valuable Brand
- Website Checklist for Real Estate Pros
- Website Checklist for Mortgage Lending Pros
- 4 Places Every Mortgage Lender Should be Found Online
- Create a Culture of Accountability: 6 Simple Ideas for Your Brokerage
- 6 Lead-Closing Tactics of Today’s Top Brokerages
- 5 Real Estate Web Design Tips for Better Conversion
- 21 Ways to Grow Your Network (Real Estate)
- 21 Ways to Grow Your Network (Mortgage)
- 50 Real Estate Blog Ideas
- 51 Mortgage Blog Ideas
- The Real Estate Marketer’s Guide to Facebook
- The Lending Marketer’s Guide to Social Media
- The Real Estate Marketer’s Guide to Twitter
- The Mortgage Marketer’s Guide to Twitter
- The Real Estate Marketer’s Guide to Pinterest
- The Mortgage Marketer’s Guide to Pinterest
- Stay TRID Compliant with SureDocs
Search Engine Optimization (SEO)
- Website security and protecting visitor data (Old)
- 17 Places to Promote Your Real Estate Business Online [eBook]
- SEO Resources
- Setting Up Your Social Media Accounts
- Joining Business Directories
- What is SEO and why do I need it?
- Blogging, SEO, and building relationships.
- 3 keys to being chosen by today’s buyers and sellers
- Local SEO strategies in real estate
- Keyword Research to improve your SEO
- What is Google My Business?
- Why are mobile-responsive real estate websites important?
- Testimonals
Managing your contacts
Pipeline ROI Marketing Classes
- Creating a One-Liner to Brand Your Business
- Getting Started with Your Website
- Getting Results with Your Website
- Capturing Leads and Testimonials
- Strategic Ways to Use Your Website
- Optimizing Your Website Content
- Use Search Results to Gain Traffic
- 5 Truths About Online Marketing
- Simple Graphic Design to Help Your Branding
- How to Setup Social Media Accounts
Mortgage Industry Blogging
Loan Origination Software (LOS)
From the Pipeline ROI Blog
- 5 sources for real estate social media content
- Stay a step ahead of your competition with the Text Message Autoresponder
- Top 10 real estate social media myths
- 4 places every mortgage pro needs to be social online
- Lending pros: Is blogging a part of your marketing strategy?
- Save time online with our social media scheduler
- 5 tips for writing readable real estate blog posts
- The right (and wrong) way to use social media for real estate
- What your real estate marketing might be missing
- 8 incredible (and free) tools to meet your real estate design needs
- Inbound Marketing Spotlight: Blogging, SEO, and building relationships in real estate with Bill Gassett
- Local SEO strategies in real estate
- The 5 types of real estate content I write (and why)
- Conquer your fear of blogging – 5 steps to writing a share-worthy blog post in under an hour
- Reaching today’s buyer and borrower: How to use social media to grow your real estate or lending business
- Five organization tips for busy real estate agents
- Four ways to boost traffic to your real estate or mortgage website
- Bring your website back to the future with these 5 changes
- 7 things you didn’t know you could do using Pipeline ROI