RAMCO AMS Presentation

Created By AEs for AEsFor more information about RAMCO, contact:

Belton Jennings, RCE CAE CIPS APR, Marketing [email protected]

April 8, 2023 Created for AEs by AEs

Why RAMCO?

• Technology has outpaced “legacy” systems• Face of membership changing fast

These days are over!

• Social media• New core standards• Advocacy• Consumer outreach• “Realtor® of the Future”


What it means for REALTOR® associations

Goodbye “Bake Sale Board of REALTORS®”

• Must invest in new technologies• Must meet members’ expectations • The choice is simple:

Be competitive…or become irrelevant!

• Must be flexible, member-focused


How it began…

• Only system designed by AEs for AEs• Surveyed 400+ AEs and staff• Focus groups at AEI• 95 critical “FaFs” identified• All FaFs included in RFP

• Funded by NAR as “Second Century Initiative” – Over $3.0 million invested through 2016


Subscriber snapshot, November 2014

23 States/Territories- 43% (Live)

AlaskaArkansasDelawareGuamHawaiiIdahoIndianaIllinoisKansasKentuckyMassachusetts

NAR uses RAMCO to manage: • Center for Specialized Realtor® Education• Realtor® Party Initiative• YPN Network• RAMCO itself

• 127 associations, regional MLSs• 89 live • Plus 41 “Multi-Board Managed”• 42 states & territories, 9 time zones

MO-22; MN-18; CA & GA-10; FL-9; AR & RI-7; WA-6; TX, MA, MD, SC-5; AK, OK, WY-4

• Locals from 150 to 31,100• 55% “NRDS-only” - no previous system

MinnesotaMissouriNevadaNew York OklahomaPennsylvaniaSo. CarolinaTennesseeVermontVirginiaWashingtonWyoming

Created for AEs by AEs

What makes RAMCO better?• Break-even• No multi-year contracts - just 90-days notice• Non-proprietary, proven software– Open architecture –anyone can write to it– Microsoft’s robust SDK (software developer’s kit)

means easy feature/app development– Free two-way API. Vendors can easily integrate

products, apps • Cloud-based “Software as a Service” (SaaS)… just like MLSs• Independently hosted. Not part of NAR, NRDS

April 8, 2023


What makes RAMCO better?

• We’re building it together– User-customizable screen views & report sharing across system– Seamless app, data and workflow sharing– You control how and with whom data is shared

• Per-user permissions, data storage/backup• Integration: Full NRDS, NAR e-commerce, websites, MLS &

lockbox systems, many 3rd party vendors• Fast, reliable tech support by developer• Multi-board management – Just ask Missouri (16), Arkansas & Atlanta (6), Wyoming, Middle

Georgia & Providence RI (2), Duluth & St. Paul (1)


What makes RAMCO better?It’s OUR system. • “Non-profit cooperative” -- legal docs already in place– Activated once financially stable – est. 2016

• Independent– We’re our own vendor, not a “hostage” – Own perpetual source code license– Not a joint venture/partnership with any vendor– Elected RAMCO Board will make all decisions


“Cobalt” is our development partner

• Built on MS Dynamics CRM 2011– Easily adapted to Realtor® association/MLS operations– 80% of FaFs right out of the box– Proven. CRM 2011 is “Version 5” – Well-known platform (.NET)

• We benefit from millions invested by…– NAR ($2.5+ million since 2009)– Microsoft™– Cobalt and its other association customers– MS Dynamics users worldwide via “Marketplace”


Who uses…• Ford Motor• Cisco• Nortel• Renault• Dallas Cowboys• Mitsubishi Caterpillar• AutoTrader.com• Enterprise, Alamo & National

Car Rental• City of London• Hard Rock• Portland Trailblazers• Jones Lange LaSalle• Sara Lee

• General Mills• Convergys• Summit Realty Group• U.S. Air Force • Booz Allen Hamilton• Barclays Capital• ING• Raymond James• Hewlett Packard• Nikon• Volvo• Cold Stone Creamery• Arizona Diamondbacks• Phoenix Suns

A huge leap in staff productivity


Our goal: Work smarter, not harder

• Automate routine “drudge” tasks– Dues/MLS billings– Meeting, event notices, registrations– New member processing

• Tailor screen displays/reports to your job• Real-time dashboards for critical

management info• Secure access from anywhere• Built-in, searchable Knowledge Base• Call/case/e-mail tracking ensures follow-up

April 8, 2023


Tailor RAMCO to fit your organization

• Upload docs/photos to any record• Event, Education, Committee, Convention,

RPAC, Call/Case Tracking modules included

• Add fields “on the fly”, import data yourself• Create badges, tent cards, sign-in sheets,

personalized emails…and more• Track anyone! Affiliates, broker staff, vendors,

exhibitors, legislators…even the public!• Baked-in marketing module for events,

products, services• Inventory tracking. Low item alerts.

MEMBERS LOVE IT!


Secure portal puts members in control

• Access with any browser, iPhone or Droid (responsive design)• Class, event & committee registration (with “auto-pop”)

– Register themselves and/or others for events and courses• Automated e-mail confirmations & receipts• Pay dues, MLS fees, donate to RPAC, shop the store• Update member & NRDS profiles• Print committee & education history, CE certificates• Update NRDS communication preferences• Credit card data securely saved in NAR ecommerce

April 8, 2023

Esurance: “Technology when you want it. People when you don’t.”


Web portal – the “member side”

Association/MLSWebsite

Secure web portal interface

Via links

Note: RAMCO does not participate in the web portal revenue stream.

Members, affiliates,

public

• Secure “middleware” designed by Cobalt • Members access via your web site• You’re “open for business” 24/7/365• Part of Custom & Standard Source packages• Optional for NRDS-only customers @ $2,735.


Informed leaders make better decisions

Accurate, timely info for our leaders• Real-time custom reports• Committee chairs: Rosters, course & event registration updates• Treasurers: Dues updates, store sales, event income• RPAC Chairs: Report formats & frequencies they prefer – By amount, company, donor…any combination!

• Leadership: Data mining for membership analysis & trends

Brokers can… • Pay dues for multiple agents• Inactivate agents• Approve transfers

April 8, 2023

Demo Disclaimers

• We can’t cover everything it can do

• You will not know everything after this demoAs you watch…• Actual system. No vaporware!• Think “management system”, not just member

records & billingThen…envision it working for your

organization!Created by AEs for AEs!


Joining the family


“How soon if we applied today?”

Good news!• No backlog!• Start 90-120 day install &

training by January/February

It’s easy…• Download .pdf app from website• Non-refundable deposit: 25% of

Implementation Fee


One-time Implementation FeeFee includes…– Data conversion from “standard source” system or NRDS

Standard: Rapattoni Magic/Net Magic, iMIS, LAMPS, MMSI/MD, Avectra

– Unlimited member/office records – Unlimited training via online video tutorials, Ask & Learn webinars• Optional onsite training: $2,500/day (includes travel)• Recommended depending on staff competency & IT resources

– Free custom tables/fields based on fee package– $2,735 website portal interface (except NRDS Data-only)

• 25% with app; 25% start of implementation, 50% at Go Live• One-time $250 set-up fee for support desk & billing accounts• REALTORS® Federal Credit Union -- special loan packages


Implementation packages – Nov 2014 This chart and monthly user fee matrix available on line

One-Time Implementation Fee

ScheduleNRDS data only Standard Data Sources*

Custom (niche or “homegrown“

systems)

Implementation Fee** $950 $18,000 $12,000 Training webinars & videos Unlimited online Unlimited online Unlimited online

Support (unless system glitch)

Unlimited 90 days, then 60/yr. Unlimited 90 days, then 60/yr. Unlimited 90 days, then 60/yr.

Data conversion, records import NRDS data only Unlimited member/office

recordsMapping and conversion @

$175/hr not incl. in fee

Initial customization*** None 10 custom entities, 50 custom attributes

5 custom entities, 25 custom attributes

Web portal interface Optional @ $2,735 Included Included*Standard Data Sources: Standard versions of Rapattoni Magic, Net Magic, LAMPS, MMSI/ MD, iMIS or Avectra, i.e. before custom enhancements built for customer.** Payment Schedule: 25% with application; 25% prior to Implementation Kick-Off ; 50% prior to “Go Live”. *** Entities are data tables where attributes (fields) can be created. For example, a member record has attributes such as first/last name, e-mail, home address. Custom entities & fields display, search, sort & export like any other field. For Standard Data Sources, number of customizations above are credited toward imports of the legacy system’s standard tables and fields.

This matrix available online at www.ramcoams.com

http://www.ramcoams.com/


Monthly User Fees• Per-user, per-month. Tiered discounts• All inclusive:– Full use of all features and functions for all users– All system upgrades, enhancements, features & functions as

developed – no “versions” to buy – Help desk weekdays 8AM-8PM Eastern

• Unlimited first 90 days after Go Live• 60/yr before service fee charged (system problems don’t count)

– Weekly Ask & Learn webinars – RAMCO Community website– Training & subscriber meetings at AEI, NAR meetings

• Billed monthly in advance

Created for AEs by AEsApril 8, 2023

We operate at breakeven – always have, always will.Matrix available online at www.ramcoams.com

RAMCO PER USER PRICING – November 2014TIER ONE: $160/user TIER TWO: $140/user TIER THREE: $125/user

1st thru 3rd users 4th thru 14th users 15th user and above

Users Per Month Per Year Users Per Month Per Year Users Per Month Per Year1 $160 $1,920 4 $620 $7,440 15 $2,145 $25,740 2 $320 $3,840 5 $760 $9,120 16 $2,270 $27,240 3 $480 $5,760 6 $900 $10,800 17 $2,395 $28,740

7 $1,040 $12,480 18 $2,520 $30,240 8 $1,180 $14,160 19 $2,645 $31,740 9 $1,320 $15,840 20 $2,770 $33,240 10 $1,460 $17,520 21 $2,895 $34,740 11 $1,600 $19,200 22 $3,020 $36,240 12 $1,740 $20,880 23 $3,145 $37,740 13 $1,880 $22,560 24 $3,270 $39,240 14 $2,020 $24,240 25 $3,395 $40,740 26 $3,520 $42,240

Explanation: First three users always billed at $160/mo. Fourth through 14th users billed at $140; 15th and above billed at $125. This tiered pricing is reflected in the Per Year calculations above.

27 $3,645 $43,740 28 $3,770 $45,240 29 $3,895 $46,740

30 $4,020 $48,240


Tracy Houtari, RCEChief Executive OfficerNorth Bay Association of REALTORS®

“We easily save the monthly fees just in staff

efficiency and productivity alone.”

What AEs are saying about RAMCO…

Apples to Apples

How to compare RAMCO


First, do side-by-side comparison with RAMCO FaFsAsk prospective vendors about… • System purchase, installation fees (RAMCO: No purchase. Modest installation fees)• Cost of “Premium“ vs. “Standard “ system (RAMCO: Entire system -- one price.)• Limit on number of support calls per month (RAMCO: Unlimited first 90 days,

60/year after before charges, except for system issues)• Charges for…

• System customizations, enhancements (RAMCO: $175/hr or do it yourself!)• Annual licenses and/or maintenance fees (RAMCO: Included)• Add fields or create custom reports (RAMCO: None. You can do it yourself!)• System or version upgrades (RAMCO: None)• NRDS compliance upgrades (RAMCO: None)

• No in-house server: Eliminates IT support, software upgrades, firewalls, anti-virus, hardware replacement, data backup, insurance, HVAC.

• Ships with apps many have been paying for separately

Comparing apples to apples


Comparing apples to apples

The intangibles: • Current vendor’s responsiveness, appetite for innovation • NO multi-year contract. RAMCO: 90 days notice to terminate.• ROI: RAMCO user fees average only 1-2% of most budgets• Uses common Microsoft™ apps (Excel, Word, Outlook)• New hires learn it more quickly than proprietary system

• Ongoing system investments by Microsoft, Cobalt & customers• Sharing information and applications across systems• 99.9% uptime guaranteed by hosting company• Being part of a collaborative, customer-owned system


The basics any good system should offer• Secure access from any PC, anywhere!• Member access via web portal• Billings and receivables system• Sales: store, events, courses• Meeting & convention management• Committee management system• MLS, lockbox, 3rd party system updating• Inventory control• Secure e-commerce (PCI compliant)• Real-time two-wayNRDS updating

RAMCO recap…


But be sure to ask if theirs comes with…• 90-day notice to cancel; all data returned to customer • Free upgrades, system-wide enhancements, features & functions• Free two-way API which lets any 3rd party or customer create custom applications • Weekly Ask & Learn online training sessions for trainees and installed users• “Community” site where users can post inquiries, share apps, workflows, custom views, etc.• Access via Outlook without having to log in• Call & e-mail tracking/monitoring/tasking• Powerful marketing module for products, programs & services• Staff communication/tasking system• Searchable Knowledge Database• Unlimited training, data & document storage• Unlimited, customizable, online membership apps• Ability to automate routine processes, workflows• User-customizable screen views, dashboards, reports• Powerful data import/export wizard• “Dynamic” Excel spreadsheets/reports• Open architecture that lets customers develop/share applications• Data sharing among customer organizations • Multi-board management • Integration with NAR’s Aristotle system

RAMCO recap…


Created by AES for AEs

Revolutionize…your management, member services, and staff productivity!

What’s on www.ramcoams.com• Application, Master Subscription Agreement• Detailed Features & Functions (FaF) list• Monthly user & implementation fee matrices • State and Regional MLS Discount Plan• Frequently Asked Questions • Local system & browser requirements• Responses to other association RFPs (downloadable)• More on Sitefinity 4.0 and MS Dynamics CRM 2011• This Power Point (downloadable)

http://www.ramcoams.com/


Let’s put it this way…

April 8, 2023

FINALLY!A system that lets us

meet our members and leaders

expectations...because we created it!

“We created it, we own it, we operate it, we believe in it!”


Visit us at www.ramcoams.com

Created By AEs for AEs