Email a client new listings that fit them
Once a day, in the evening, a client gets one email with the new listings that match their brief.
Who it is for
Every planAgency ownerAgency adminAgency realtorIndependent realtor
Where to find it
- Agency dashboard: Clients › a client
- Realtor dashboard: Clients › a client
How to do it
Open the client and switch on New-listing alerts.
Each evening they get the day's new public listings that fit, from you.
They can unsubscribe themselves; you cannot switch them back on.
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.