Dashboard Overview (myTRIBUS)
Your myTRIBUS dashboard serves as the central hub for managing all aspects of your brokerage and its operations. It is designed to provide you with easy access to vital information, tools, and features that facilitate your daily tasks and enhance your productivity.
Within the dashboard, you will find various menus that offer a comprehensive view of your business activities, including client interactions, property listings, transaction records, and marketing efforts.
This article will explore the different menus available in myTRIBUS, detailing their functionalities and how they can assist you in streamlining your brokerage's workflow. Whether you are looking to connect with clients, manage your listings, or collaborate with team members, the myTRIBUS dashboard is your go-to resource for all your brokerage needs.
If any of these selections are missing from your dashboard, it may indicate that you either lack the necessary permissions to access them or that your version of myTRIBUS does not include these specific features.
Login to myTRIBUS
Main Dashboard
Contacted me - This section displays a list of individuals who have reached out to you via your brokerage's website. It provides valuable insights into potential leads and allows you to track engagement with visitors. By reviewing this list, you can prioritize follow-ups and nurture these connections, which is essential for converting inquiries into clients.
Needs contact - In this area, you will find reminders for contacts that you have identified as needing outreach. This feature helps you stay organized by prompting you to follow up with clients or leads at appropriate intervals, ensuring no important communication falls through the cracks. Setting these reminders can significantly enhance your client management process and foster stronger relationships.
Newest listings - This section showcases your property listings that have been added to the Multiple Listing Service (MLS) within the last 14 days. By having quick access to your latest listings, you can efficiently promote them to potential buyers and clients, helping to increase visibility and drive interest in your properties.
Recent transactions - Here, you can review all of your recent transactions recorded on the MLS. This feature allows you to keep track of your completed sales and provides an overview of your business performance. Analyzing this information can help you identify trends, measure your success, and refine your strategies for future transactions.
New tasks - In this section, you can create and view reminders you've set for yourself within myTRIBUS. This task management tool is designed to help you prioritize your daily activities, ensuring that you remain focused and organized. By keeping track of your tasks, you can enhance your productivity and ensure that you are meeting your brokerage's operational goals.
Intranet
Chat - The myTRIBUS chat system serves as a vital communication tool for your brokerage or office, allowing agents and administrative staff to collaborate in real-time. This feature facilitates seamless interactions between team members, enabling quick discussions, sharing of updates, and resolution of queries without the need for lengthy email threads. By using the chat system, you can enhance team collaboration and maintain a constant flow of information, ultimately improving operational efficiency.
Documents - This section provides access to a centralized repository of important brokerage documents. Your brokerage can easily upload, manage, and share files such as contracts, agreements, and marketing materials for you to use. Having all essential documents organized in one place promotes better document management practices, ensures compliance, and reduces the risk of misplacing critical information. This feature is particularly useful for streamlining workflows and improving accessibility for all team members.
Products - Within this menu, you will find a comprehensive list of products and services offered by your brokerage. This includes tools and resources available to agents that can enhance their productivity and support their sales efforts. By keeping track of these products, you can ensure that you and your team are leveraging all available resources effectively, ultimately contributing to your brokerage’s success.
Properties - The Properties section provides detailed access to MLS (Multiple Listing Service) data, allowing you to manage and market your property listings efficiently. Here, you can view comprehensive information about each property, including descriptions, photos, and pricing. This feature also enables you to create marketing materials and distribute them to potential buyers, ensuring that your listings receive maximum exposure in the competitive real estate market.
Resources - This area includes a wealth of company resources designed to support your brokerage's operations and growth. You can find training materials, operational guidelines, best practice documents and links to 3rd party applications that can help you and your team stay informed and up-to-date with the latest industry standards. Utilizing these resources can enhance your knowledge base and empower you to make informed decisions in your day-to-day activities.
Vendors - The Vendors section offers access to a curated list of preferred vendors that your brokerage collaborates with. This includes service providers, contractors, and other professionals who can assist with various aspects of real estate transactions. By having a reliable vendor list at your fingertips, you can ensure that you are working with trusted partners who can meet your brokerage's needs and help deliver exceptional service to your clients.
Coach - The Coach feature provides property sales analytics that can help you track and analyze your brokerage's performance over time. With insights into sales trends, market conditions, and individual agent performance, this tool empowers you to make data-driven decisions. By understanding your sales analytics, you can identify areas for improvement, set achievable goals, and develop effective strategies to enhance your brokerage's overall success.
CRM
Contacts - Leads: The Contacts section is designed to help you manage your leads effectively. Within this area, you can organize and categorize your contacts, ensuring that you have a clear understanding of potential clients' needs and preferences. You can add notes, set reminders, and track interactions, which will assist you in nurturing these relationships over time. This functionality is crucial for building a robust client database and converting leads into loyal customers.
Marketing - Custom Email Campaigns / Marketing Materials: The Marketing section provides you with the tools to create and execute custom email campaigns tailored to your audience. You can design eye-catching templates, segment your contact lists, and schedule your campaigns for optimal engagement. Additionally, this section allows you to create marketing materials such as brochures, flyers, and digital ads that promote your listings and services. By leveraging these marketing resources, you can enhance your outreach efforts and increase your brokerage's visibility in the market.
Tasks - Upcoming Tasks for Your Contacts: In the Tasks section, you can manage all upcoming tasks associated with your contacts. This feature enables you to create actionable to-do lists that help you stay organized and prioritize your outreach efforts. By setting deadlines and reminders for follow-ups, you can ensure consistent communication with your leads and clients. Staying on top of these tasks is essential for maintaining strong relationships and maximizing your chances of closing deals.
Roster
Users - This section provides comprehensive profiles for all agents and administrative staff associated with your brokerage. You can view detailed information about each user, including their contact information and role within the brokerage. This feature enables the brokerage to manage team members effectively by allowing you to assign tasks, track productivity, and foster collaboration among users. By having a centralized view of your brokerage's personnel, you can ensure that everyone is aligned with your operational goals and can work together efficiently.
Teams - This functionality promotes teamwork by enabling agents to collaborate on listings, share leads, and coordinate marketing efforts. By fostering a team-oriented environment, your brokerage can enhance productivity and improve overall service delivery to clients.
Offices - This area provides an overview of the various office locations within your brokerage. You can manage each office's specific details, including address, contact information, and the agents assigned to each location. This feature is crucial for multi-office brokerages, as it allows for efficient coordination and communication between different branches. By organizing your offices effectively, you can optimize resources, streamline operations, and enhance client service across all locations.
Profile Bubble
My account - This option allows you to access and manage your personal account settings. Here, you can update your profile information, change your password, and adjust your preferences to optimize your experience within the platform. Keeping your account details current ensures that you receive important notifications and have the best possible functionality while using myTRIBUS.
My integrations - In this section, you can view and manage any third-party integrations you have set up with myTRIBUS. This feature allows you to connect various tools and applications that enhance your workflow and improve your productivity. By reviewing your integrations, you can ensure that all systems are functioning correctly and that you are leveraging the full potential of your tech stack.
View my website - This option directs you to view your brokerage's website as it appears to the public. It provides a convenient way to check the layout, content, and overall user experience of your site. Regularly reviewing your website is essential for maintaining a professional online presence and ensuring that potential clients can easily access the information they need.
Edit my website - Here, you can access the editing tools for your website, allowing you to make changes to the content, design, and functionality. Whether you want to update property listings, add new pages, or modify existing content, this feature provides you with the flexibility to keep your website fresh and aligned with your marketing goals. Regular updates can enhance user engagement and improve your online visibility.
App settings - This section provides options to customize the settings for your myTRIBUS application. You can adjust various preferences such as notification settings, display options, and user interface themes to create a more personalized experience. Tailoring these settings to your liking can enhance your efficiency and ensure that the application meets your specific needs.
Log out - This option allows you to securely log out of your myTRIBUS account. It is important to log out, especially when using shared or public devices, to protect your account information and maintain your privacy. By logging out, you ensure that no one else can access your account without your permission.
Note: If you do not see one of these selections on your dashboard, then that means you either do not have permission to view the selection, or you do not have a version of myTRIBUS that includes these features.