Memberlink V2

Memberlink V2 was released Sunday 10th of May. From feedback in the IT Survey and other feedback during my tenure this release of memberlink is a redesign of the underlying technology as well as new features and functions for the network.

We have updated the reporting technology, moved rental events out of the EOI relm into their own purpose built portal, also we have updated members notes to serve as more details tool to help engage closer with our members.

NEW

Task list ( Member reminders and Red Flags ) to be lanched Monday 1st of June.

New to the screens of BM's, SM's, Brokers, Solicitors will be the task section. This section will display Redflag's which have been sent to the user in order for them to follow up.

For the BM's and SM's only we have also added the follow up flags these users set for themselves regarding contacts with Members.

Up coming releases of Memberlink will focus on:

  • Additional reporting for BM and SM
    • Sales report
    • War reports will be able to be accessed from Memberlink  'My reports'
  • Navigation improvements b/w Rental and EOI sections.

Tasklink Controller video link

Reporting Technology:

Memberlink is now running on the latest version of Microsofts reporting services, this means we will soon be delievering more meaningful reports on demand rather than via email. TIC has also build a 'Data Warehouse' to facilitate current and future reporting requirements in a faster more efficent way.

Rental Portal:

The Rental Portal has now been integrated with Memberlink. Real Estate Agents, BM's, SM's and Head Office will be able to view and update information through an online portal which will reduce the number of phone calls and manual processes currently in place.

Please click on the videos below for a more detailed look at some of the new changes to be unveiled in Memberlink V2:

Club approved agents can: (Agents Video click here)

My Portfolio:

A significant part of the new rental tools is the 'My portfolio section'. There is currently a large amount of club properties that we do not have rental information for so Members, SM's and BM's can now update leasing and property information on one easy to use screen.

Portfolio video click here

Member Note:

Member notes (Phase1) allows BM's and SM's to maintain a dialog with a member via memberlink. Any contact events a BM and SM has with a member can be added to the member notes to be referred to at a future point in time.

Member notes can be set as reminders to call a member at a point in time.


Member CRM Video Click Here

 
About The Club  |  Club Services  |  Success  |  Get Involved  |  Contact
© 2009 The Investor Club | Privacy Statement |
Feedback Form
Feedback Analytics