Prudential Real Estate
Overview
Prudential Real Estate Affiliates, Inc. (PREA) is the real estate division of Prudential Financial, Inc. The company’s franchise network includes more than 2,100 residential real estate brokerages across the US, Canada, and Mexico. PREA came to Zertia for help in creating an online system that would maximize recruiting efforts, bring in new talent and provide an incentive for current agents to participate in the process.
Challenge
PREA had a firm vision of the solution it needed. Necessary features included:
- Automated management and tracking of the recruiting process
- Standards of reference to measure the program’s effectiveness
- An easy-to-navigate interface
- Ability for multiple users to manage and update information
- Secure from outside intrusion and by hierarchy within the system
- Scalable for deployment on statewide, regional or national scale
Solution
After extensive consultation on PREA’s goals and requirements, Zertia implemented TeamBuilder Software as a basis for the company’s recruitment program. The system’s main features include:
- Prospect forms and online registration approval
- Reporting interface with column and graphic reports
- Ability to track numerous variables including registrations, hires, expirations, performance and inventory
- Automated email communications such as confirmations and congratulations
- Automated reminders and notifications
- Multiple levels of permissions serving all levels of the organization
TeamBuilder software provides immediate, usable business intelligence on recruiting activity, and its automated messaging speeds up communications. Since releasing the program nationwide, Prudential Real Estate franchises have been growing very rapidly. According to Dan Forsman, president of Prudential Georgia Realty, “The key to success in the TeamBuilder program is to relentlessly communicate the value proposition and program objectives. The registration system, automated messaging and performance reports facilitate doing just that.”