Virtual Agent Playbook

A Message from Deb and Deirdre

This too shall pass. We are experiencing unprecedented adversity in our businesses today, forcing us to improvise and create new ways of doing business. Our challenge is to adapt to a new normal and conduct business in a virtual world. Your Leadership is committed to empowering you to be the best you can be in an ever- changing world and equipping you with the tools, technology, support and training to continue to lead the way in real estate on Long Island and Queens.

This will not be easy, but we believe in you and in your ability to deliver exceptional service to your customers and clients no matter how difficult the circumstance. Please use this Virtual Agent Playbook as a guide in becoming as expert as possible in our technology suite and as a quick reference for all of the platforms we support. This is an incredible opportunity for each of us to improve our skillset and over deliver the level of service our clients and customers have come to expect from Daniel Gale Sotheby’s International Realty.

We are committed to you, your ongoing success and overall, to your health and well being.

~Deirdre O’Connell and Deb Hauser


Going Virtual Checklist

Use this handy checklist to have your listings prepared to be shown digitally and virtually!

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How to Share on Social Media

Please review these handy how-to guides on how to share video content to your social media channels.

To View the PDF Click Here


  • How-To Upload a Video to Facebook
  • How-To Go Live on Facebook
  • How-To Upload iPhone Videos to Facebook
  • Tips for Using Instagram Stories & Instagram Live
  • How to start a Live Video on Instagram
  • How to share a photo or video to your Instagram Story


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Bridge Learning

DGSIR’s Online training platform is designed to allow you to take training classes on-demand, anytime, anywhere, and from any device.

Log into Agent Business Center > Apps & Tools:

Click “Bridge”

  • Username: Daniel Gale Email Address
  • Password: Daniel Gale Email Address

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Emails with Rezora

Email is still one of the best and direct ways to communicate with your network. Rezora offers a platform for you to design your own emails and promote your listings.

Here are some quick links to get you started:

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Advertising on Social Media + Websites

Lumentus | Social Ad Builder

Use social media to engage with your audience, grow your brand, and generate leads.

What is it?

  • An advertising tool to make social media as simple and effective as possible for all real estate professionals.
  • Custom advertising platform that allows agents to quickly and easily run Facebook and Instagram ads for listings and lead generation.

What are some of its features?

  • Quickly and easily run Facebook and Instagram ads for listings, as well as ads promoting your Rezora pieces.
  • Target consumers based on their specific locations, interests, behaviors, and more.
  • You don’t need to have a Facebook or Instagram business page of your own to use the platform.

How can it benefit me?

  • Harness the power of Facebook – the #1 source of referral traffic to our website and Instagram.
  • Drives viewers back to agents and their listings.
  • Very powerful and cost effective.
  • Add Facebook and Instagram advertising to your marketing strategy, regardless of skill level with social media.

Where do I find support?

  • Requests for guidance and upload help can be directed towards your local admins or managers

Sign Up for Lumentus with your Daniel Gale email address at:

Boost by Homespotter: How to Create Digital Ads

  • Learn how Boost can automate your digital advertising strategy to target the right people at the right time online and help you win more business.
  • Learn how to make the most of your advertising account with Boost seller reports, Agent Promotion ads, virtual event campaigns and more.
  • Get comfortable navigating through the Boost dashboard with a deep dive into the latest features and functionality.
  • For support at any time, email

Log-In to Boost Today to Start Your Digital Ads

Homespotter holds weekly training sessions every Thursday. Register Here.

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Zoom Video Conferencing

Zoom offers the best video, audio and wireless screen-sharing experience across multiple platforms.
When signing up for a Zoom account, please be sure to use your Daniel Gale email address. For technical issues, please contact

One Minute How-To Videos

Pro Tip: Don’t want to show your real surroundings on Zoom? How to change your background:

Desktop: Click your profile icon, then click Settings in the resulting drop-down menu. Once the Settings menu opens, click Virtual Background, then select a background option. You’ll also notice that there’s an option for a green screen or an upload of your own background image; to use your own picture, click the + icon next to the “Choose Virtual Background” option, then select the picture you want to use.

Mobile: Make sure that you’re in a meeting (you won’t be able to change your background if you aren’t), then tap the ellipsis menu in one of the corners of your screen, tap Virtual Background, and select a background to use. In some cases, you may be able to select your own background as well.

Pretty cool, right? Let’s get a couple of disclaimers covered: Firstly, you do not need a green screen behind you in order to use a Zoom background. Because of this, though, your Zoom background may not present consistently; you can avoid any breaks in the background by sitting still and avoiding wild gestures (note: for some of us, this is easier said than done).


Click Here to access Zoom



Other ways to Video Chat


  • FaceTime is easy to use and comes on all Apple computers, iPads, and iPhones. If your client is NOT on a Mac or compatible Apple device, this is not a good option. Tutorial Here


  • Google Duo is a free video calling service available as a web app or on your smart phone. You can video chat with up to eight people. Tutorial Here


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How to Schedule Your Virtual Open House

See our quick guide on where to add your Open House information in Stratus:

  1. Under “Type”, use the drop-down button and select “Public Virtual”.
  2. Add the date of your scheduled Virtual Open House Event.
  3. Add the start time of your scheduled Virtual Open House Event.
  4. Add the end time of your scheduled virtual open house event.
  5. Add the URL for the viewer to join at your scheduled time. (Zoom, FB Live, Instagram Live…etc.)

NOTE: Since OneKey has made the change to account for “Public Virtual” in Stratus, there is NO GUARANTEE that this event will display properly on sites outside of like Zillow, Realtor,…etc.

As of this moment, sites like Zillow and Realtor are STILL ONLY accepting live stream links from the following platforms:

  • Zoom
  • Google Meet/Hangouts
  • Webex
  • BlueJeans
  • Join.Me
  • Zoho Meeting will now feature a section on your listing page for your Virtual Open Houses.

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How to Create a FB Event

See our quick guide to make sure your Virtual Open House Event gets seen on Facebook. Your Marketing Coordinator can also set you up with a FB event so we can advertise it on your behalf.


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How to Prepare for your Virtual Open House

  1. Make sure your phone is charged.
  2. Arrive 20 minutes before you go “live” to set up.
  3. Make sure you have access to the property’s WiFi.
  4. If the listing doesn’t have WiFi, you will need another phone to act as the hotspot. Click Here for Instructions.
  5. Be ready to go live at the time of the open house. If you are late, you have the possibility of losing your audience.
  6. Best Practices for showing the house:

    • Introduce yourself and the address of your listing.

    • Continue with a disclaimer that you are following guidelines set by the CDC and NYS. You should also be wearing gloves and a mask if you are working in an occupied home. If in an unoccupied home, at least have the mask under your chin.

    • If you can, use a gimbal or a selfie stick.

    • If you can, have someone working the camera while you are recording the showing of the house. If you are doing this, stay within about 3 feet of the camera so they can hear you.

    • Choreograph your tour ahead of time.

    • If you can have a “camera man” you don’t always want to be in the shot, but it’s nice to have you lead into each room. But stay out of the picture when talking about the room or the features, just stay close to the camera. It’s about the house, not you.

    • Keep it conversational – don’t use flowery words, be friendly and likable, put your best foot forward.

    • Don’t use catch words (beautiful, spacious etc) Think of your crutch words and come up with 5 different words.

    • Make sure you have a script you are working off of so you have an idea of what you are going to say in each room. Also, create a vision in your head regarding the lifestyle of the property and know what you want to talk about.

    • Have a story or two you can tell about the listing. Have your owner fill out this form: History of your Home

    • If you can, have someone working the camera while you are recording the showing of the house. If you are doing this, stay within about 3 feet of the camera so they can hear you.

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Document Scanning with Egnyte

The Egnyte mobile app is available to anyone with a Daniel Gale Egnyte account. If you do not yet have an Egnyte account or have not previously accepted the invite, please email so that we may get you setup.

    1. If you do not already have it installed, the Egnyte app is available free from the Apple App Store and Google Play Store for your iOS or Android tablet and phone. Just search for “Egnyte”.

    2. Open the app and sign-in. Your username is your full email address and your password is your email/whalenet password.

    3. Tap the Files icon on the bottom of the app, then tap the “+ New” icon on the upper left.

4.  Choose “Scan document” from the pop-up menu. Note that you can create other types of files from this menu, to be uploaded directly to your Egnyte folder.

5. If prompted, allow Egnyte to access the camera.

6. Using the red guide box, center your document in the scan window, then tap the shutter button at the bottom.

Tip: a well-lit room will produce a better scan.

7. Name your new scanned document.

8.  Your scanned page will appear. At this point you have several options:

      • Tap Cancel to abort the scan.
      • Tap the Add Page icon to scan another document and add it to this pdf file.
      • Tap Rotate to rotate the document 90 degrees.
      • Tap Delete to delete this scanned document.
      • Tap Save when finished scanning to save the document in your Egnyte folder.

9.  You should now see your scanned document appear among your other Egnyte files.


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Moxi Present

MoxiPresent is an industry-leading real estate comparative market analysis (CMA) builder enabling agents to be true Real Estate Advisors. The easy-to-use presentation builder can be used to create CMAs, as well as open house presentations, listing presentations, neighborhood tours, relocation presentations, virtual tour presentations and just about anything else under the sun. Agents can use pre-made templates or the simple page builder to create engaging presentations that drive business.

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Instanet (Transaction Desk)

With (Instanet) TransactionDesk® “in the cloud,” you can access and manage all your real estate forms, contracts, documents and contacts from any computer with Internet access. Your “virtual” real estate office will be available at your fingertips! TransactionDesk®

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Cloze is a powerful CRM (customer relationship manager) that acts more like a personal assistant for your professional relationships – it is always prompting you at the right moment and remembering what you don’t.

It pulls from your apps to automatically create one view of every person and company – all their contact details and your complete history – every email back and forth, your phone calls together, meetings, notes, files, social and messages.

It’s all organized for you – without any busy work.

With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.

We are proud to partner with this best in class CRM and offer this CRM to all of our agents. For more information on how to subscribe to Cloze, contact your brokerage manager or local support staff.


Getting Started with Cloze

Connecting Your Accounts

Leveraging Your Agenda

To get started with Cloze, contact to create your account.

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Google Business

Utilizing the world’s largest search engine to your advantage for real estate is right at your fingertips! Here are some quick guides to get started:

Create a Google Business Page

Add Open Houses to your Google Business Page

Open Houses on Google My Business

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White Glove

Daniel Gale Sotheby’s International Realty is pleased to introduce White Glove, a suite of services that reinvents the home preparation experience by helping homeowners sell faster, increase their homes’ sale price, help manage renovations and most importantly, defers payments until closing.*

A curated team of design professionals will identify those upgrades which can maximize your home’s sale price with no cash out of pocket. From a simple coat of paint to a complete refresh, your personal design professional will help you decide what is needed to elevate your home’s value so it stands out and shines once it hits the market. The whole process is transparent: there are no hidden costs, no charges and no interest.

      • Create an unforgettable first impression for prospective buyers.
      • Elevate your home’s value.
      • Experience the highest potential with the highest rate of return.

In order to ensure you have all the information on the service offering, we are requiring that the agents attend a training prior to accessing the platform or submitting listings to White Glove. These webinars will go over the services available, all costs associated with the program, and the process of submitting a project. There will be a live Q&A at the end of each webinar to answer all questions you may have and ensure this is a powerful tool for you all! We look forward to working with you.

We have the webinar available on Bridge Learning – here is the link to the course

For more information Visit Here

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QR Codes

It’s a “contact-less” world now – Home sellers and home buyers are very conscious of where they go and what they physically interact with on a daily basis.

A QR Code is a great tool to have for Real Estate Agents. It provides “contact-less” solutions and reduces the amount of physical materials you need to carry with you and provides a safe way for you to share marketing with prospective clients–all with a snap of photo from their phone!

Examples of where you could use a QR Code:

  • Open House – linking to digital brochures for a listing or disclosures
  • Postcard – linking to Agents’ bio page or recently sold page…etc.

Learn How To Create Your QR CODE

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November 19, 2020 10:20

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