We are constantly researching and implementing new technologies for our customers — the brokers and agents of Northern Colorado. Our latest project began early this year, with the goal of updating our contacts platform.
We are excited to announce, the week of May 3, we launched the beta version of the new platform. While there are some changes to the platform you are used to, many things like MySite and Prospects remain the same. Now, it acts like a contact list, social network, and project manager all rolled into one. Here is a quick tour of the new site.
When you log on, you will see a new landing page with an activity feed as the focal point, which allows you to see the most recent activity by your clients. Then, you’ll see tabs across the top with “Contacts Activity Feed,” MySite & Prospects” and “Contracts.” The sidebar is a quick reference of your contacts.
Contacts Activity Feed
The “Contacts Activity Feed” tab allows for more information where you can include birthdays and anniversaries for outreach. Users also have the ability to add reminders to your notes for custom follow-ups with your client.
For the first time, the platform allows brokers to delete multiple contacts at once. An added feature includes a warning if a broker is trying to delete a prospect or contact that still has some scheduled activity remaining.
MySite & Prospects
The middle tab brings MySite and Prospects together for convenience that will make a broker’s work life so much easier. MySite and Prospects themselves have not changed. However, now, we have brought their functionality together so they work side-by-side and complement each other.
With the updates we made, brokers can:
- Easily click right into a MySite report.
- Have the ability to extend an expiration date in a Prospect search.
- Quickly pull summary reports so you no longer have to dig within the platform to find them.
- Utilize a more powerful filter and identify who has registered for MySite and discover which Prospect searches remain active.
Our goal was not to recreate MySite and Prospects, but rather have them work better together as well as streamline the two for brokers. This new platform does that.
We also added the Contracts tab. When you go into “Contracts,” you will see that it is the central location for all of your legal documents and contracts for a client. From the moment they retain your services to signing the purchase agreement. All of those documents will be in this repository and easy to access.
There are a few other functions you will see when you check out the new contacts platform. The sidebar allows users to group their contacts into customized segments. Brokers can also bulk add or remove contacts from groups. Common groups include “buyers”, “sellers” and “investors”. TIP: consider “Past Clients” or even “Summer 2018” to be able to filter Contacts easily.
The new platform is much more mobile friendly than the predecessor. Which makes it even more valuable for the on-the-go broker who needs the latest information at their fingertips.
Are you interested in taking a look and providing feedback on our beta test? If so, just email us at firstname.lastname@example.org. We look forward to hearing from you!