Send a listing to a client
Each client gets their own link, so you see when they open it and they see you as the contact.
Who it is for
Every planAgency ownerAgency adminAgency realtorIndependent realtor
Where to find it
- Agency dashboard: Listings › Send
- Realtor dashboard: Listings › Send
How to do it
On a listing card (or the live listing's team bar), press Send.
Pick the client; the best matches are listed first.
Copy the message or open WhatsApp with it ready, and send it yourself.
The client's page shows when they opened it and which documents they read.
Or ask Claude
“Send WS-4F2A9K to Ahmed Khan”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Sharing with clients
- WhatsApp message templatesWrite the message once, with fill-in tags, and pick it whenever you send a listing or a collection.
- Copy my link, or a ready messageYour own short link to a listing, for anyone: whoever opens it sees you as the contact. Or a ready WhatsApp message with it.
- Send several listings as one link (collections)One page with only the properties you chose, your note on top and you as the contact.
- Send several listings as one link (collections)One page with only the properties you chose, your note on top and you as the contact.
- A PDF or one-page brief of a listingA Key Deal-branded PDF with you as the contact and a QR code to your own link.
- See which projects the team makes offers forEvery PDF, brief, sales offer, comparison and feasibility report, counted by project, by broker and by day.