Don’t have a solid relationship with your potential buyer yet?
Instead of sending listings automatically, screen them first and call your buyer about new properties, or email/post them to MySite manually with a handcrafted note. This allows you to establish trust over time and solidify the relationship.
On the Prospects screen, still select an automatic run time but…
- Change “Post results to MySite?” to “No”
- Uncheck “Email Results/MySite Notification”
- Uncheck the “Home” email address.
- Each day, view the new listings matches on your Messages screen. A link to Messages is located on the Start Screen or under the User Admin menu.
- Click “View All Search Results” within the message to bring up the Report Window.
- Select the desired listings and either call your client, email them with a special note about the properties, or click the “MySite” button and send your client an email notification with a unique note just for them.
Questions? Give us a call!