8 Ways to Use Carts Manager to Benefit Your Business

Be sure to learn more about the Carts Manager and My Listings tools available to you inside IRESis.

8. Listing Presentations

The most common way to utilize Carts Manager is to find the listings you wish to share with your clients in the search interface.  Then, add those listings to a listing cart where you can easily reference them, pull up more reports, compare and more.  Visit Carts Manager for a modern, fresh and clean interface, complete with a card view (pictures!), list view (easily compare facts), or map view (where the properties are in relation to one another).

Bonus tip: use the Media Tab inside Carts Manager to see all the photos with captions when presenting to your clients. Here, you see an interactive visual display with available photos and videos. You can also add listings directly from Hotsheets to your carts to have the latest and greatest if any last-minute properties come on the market!

7. New Business: Market Comparisons

Grab the attention of new clients by creating a market comparison for an in-person meeting, mailing, newsletter, or presentation to share in your marketing materials.  Simply add the appropriate listings to a cart and open Carts Manager. From there, you can easily reference the properties you wish to compare, manage your collection, and create a multitude of reports, including the 1004MC Data report, which includes median sales, median comparable data, months of housing supply, absorption rate and more!

Bonus tip: Set up a Prospect search to keep your comparison listings up-to-date. Focus on the area you want to target, with relative messaging for the area. Try “Recently Sold in your area” and “Top Prices in Your Neighborhood” messages to connect with new clients and generate more business.

6. Multiple Carts, Multiple Views

Multiple tabs inside Carts Manager allows you to open multiple carts on separate tabs. Easily work with multiple clients at one time, without losing your place if the phone rings, or you need to step out. Simply open the cart back up and begin where you left off!

5. Copy MLS Numbers or Street Addresses

Need to send a quick list of MLS numbers to a co-worker, client, or yourself? Use the copy MLS numbers tool to add a list of numbers to copy to your clipboard on desktop, tablet, or mobile to easily share via email, text message, or chat.

Pro tip: use the sort and filter tools to show exactly the listings you want to share. Or, use select to quickly determine which properties you want to copy, then sort by “show selected” or “show unselected,” then copy!

4. Configure, Compare

If you have a client that is looking to compare specific properties on multiple fields, you can use the List Configuration tool inside Carts Manager to choose those fields as columns.

Simply select the gear icon in the top right and select the field names you wish to compare, then drag and drop to order the way you like. Sort and filter accordingly and share the listings with your client using the report of your choosing, MySite, link, or email.

3. Long Term Relationships: Property Finder

Looking for that perfect property for that particular client?  Rekindle long term relationships with existing clients with those “if you happen to see a…(condo near CSU, under xxx for a good investment property)” type of search.

Once you find the right property or properties, add it to the cart and bring in comparable properties to present to your client for a more personal approach.

Long term relationships are built on trust and personal connection – connect with unmistakable service by personalizing your service by sharing properties on the terms of your clients. Some may prefer email, some like MySite, or maybe you just want to send a link via text.

Bonus tip: Create a Prospect Search with your criteria, send the listings directly to your client via MySite, OR send it to yourself for a more personal touch.

2. Organize Your Showings Like a Pro

Gearing up for a day with your clients? Prepare for your adventure with Carts Manager! Add the properties you want to show to a cart. Access Carts Manager and view the listings on the Map Tab. You can easily see the properties and plan your route accordingly.

Bonus tip: use the Showing Guide report and organize the properties in the order you want to view the properties. Provide a copy to your clients, so they can add their notes on the tour!

Follow up with the properties by sharing them in MySite, which allows your tech-savvy users to add notes digitally as they go.

1. Create a Concierge Service

Are you service-oriented? Do you like to review properties before you send them to your clients? Find the properties you like using Search, Prospects, or Hotsheets and add them to a Cart. Curate the list inside Carts Manager using the Card View, List View, or Map View. Add or remove the properties and when you are ready, use the top “select all” checkbox and send the listings to MySite, via email, link, social media or Cloud CMA!

Bonus tip: Setting up a Prospect Search for your client, and a MySite that sends listings directly to you is great, but take it one step further and use Carts Manager. Filter the listings from your search results, place them into a cart and then send your curated list to your client’s MySite in one easy step!

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