Category Archives: LeadsandContacts

Managing Your Real Estate Leads and Incubating them with LAC

September Updates

Posted on September 24, 2011 by admin

Here is a summary of recent fixes: Leads And Contacts Email Attachments now working in the LAC Saved Search audit trail now reports correct number of properties sent When a lead is assigned to a Loan Officer or Assistant, they will now receive an email alert. Additionally, Loan officers will now see leads assigned to them The Newest Leads panel on the LAC home page now consistently the most recent leads at the top of the list You can now add NOTES to a listing saved by the Lead Its now clearer for a viewed listing if there ARE or… Read More »

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Digitally Enhanced Images now Live with Improved Slideshow

Posted on February 4, 2011 by admin

We are now digitally enhancing all images from the MLS to make them nearly double the size when presented in My Buying Buddy. What this means is that for images we receive from the MLS – e.g from Denver Metrolist, we process them to enhance their size and quality so that when you view the property photos on your IDX Website they are BIG. You can see a representative comparison in this picture below. Or, for a live example, go to our demo site (password is bluefiregroup). View the details for a listing and click a photo to start the… Read More »

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Enhanced NOTES for tracking your Leads

Posted on October 12, 2010 by admin

The Lead NOTES area has received a major enhancement with the delivery of our new NOTES area for your Leads. See the NOTES tab for any of your leads. This section now show ALL the notes for your lead categorized by NOTE type. Manually added notes TODO item completion notes EMails sent Notes on Saved Searches / Alerts Notes on Saved Properties Read More »

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New Price Range Fields added for Agents

Posted on October 12, 2010 by admin

We  heard you! YOu told us you wanted a faster and more specific way of entering price ranges for Recommended Alerts – so we have removed the SLIDER bars and replaced them with plain or simple text fields. So now you may specify ANY price range you like! Please tell us what you think\. Read More »

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Send your Client the Current Search Results

Posted on March 4, 2010 by admin

It is now possible to send the current results to your client, of a recommended Search you are creating. This option will send an immediate Alert, with the current results, as well as set up a repeating Just Listed Email Alert. To use this feature: Select the LEAD you want to work with. Go to SAVED SEARCHES tab Create a new Recommended Search (link on right side of page) Create Search an Modify as necessary When ready, click the SAVE SEARCH Button at the top of the Search Results panel. On the next POP UP, choose the option to “Send… Read More »

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Alerts to You!

Posted on November 10, 2009 by admin

Each week (early Monday morning) you will be receiving an Alert and Report that summarizes your account and lead activity for the last week. The purpose of this report is to give you a clear insight into whats going on with your leads and listings. Read More »

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Never Lose a Listing

Posted on November 10, 2009 by admin

If you have the SPS service packaged up with your account, then you will see Menu links that allow you to jump to your SPS account to see all your listing sites, and also create a stand-alone single property site for a listing presentation. Using the ‘Create SPS SIte for Listing Appointment’ link, you will be able to create a beautiful looking single property site for the seller. make sure you pick a great design and upload HUGE photos! You can then use this as part of your listing presentation and win the listing! Once you secure the contract, you… Read More »

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How to Adjust a Prospect’s Daily Property Alerts

Posted on October 11, 2009 by admin

It’s quite common for a Prospect to change their mind and adjust their price criteria, or want to narrow or expand their home-search to different areas. So when this request is made to you, you will want to adjust the Saved Search Alert so that it now searches for newly listed properties according to the new criteria. To do this, view the Lead Details and go to the Saved Searches tab. Then click the Saved Search you wish to modify and then look for the middle column in the page that will then give you several options – one of… Read More »

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How to know what Properties your Prospects are Interested in?

Posted on October 11, 2009 by admin

Whenever your Leads start looking at Properties, we are keeping track of everything they do and this is reported to you in various helpful ways! To see whats going on, look at the Lead Details and then go to the Listings Summary Tab.This page shows you a list of filtered listings on the left side, and presents the same properties on a map on the right.As you adjust the filter, the map view will also change too. The drop down Filter at the top of the list allows you to adjust what you see: Viewed Listings: Listings that the Lead… Read More »

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How to Reset Password for your Lead

Posted on October 5, 2009 by admin

To reset the Password for your client to allow them to login, open the Lead record and click the ‘padlock’ icon in the top section of the Lead Details tab. Read More »

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