How to Email a Listing
The purpose of this article is to show real estate professionals how to email a listing after a search has been run and results have been found.
What is the purpose?
The purpose of this article is to give users guidance on how to email generated search results to your client. Users will also see what listing reports will look like to your client when you send them. This will provide you the opportunity to choose the best report type for your client.
How to Email Listings
Step 1: Run a Search
- Click on the “Search” tab.
- Click the “Clear” button to reset search filters.
- Type in your desired locations and select from the auto populate drop down box.
- Fill in any additional criteria by clicking the slider icon to access the advanced filters section.
- Once you’ve added all desired filters, click the “Search” button to generate your results.
Step 2 - Email multiple listings
- Click on the “Search” tab.
- Click the “Clear Criteria” button to reset search filters.
- Once you have filled in your search criteria, click search to generate your results.
- Check the boxes next to the listings you would like to send to your client.
- After you have selected your listings, click the envelope icon.
- This will open a pop up box that will allow you to add your client’s name and select an email format for your client to receive.
- Once you have completed the appropriate information including adding a subject line and curated message, click the “Send” button to email listings.
Step 3 - Email single listings
- Click on the “Search” tab.
- Click the “Clear Criteria” button to reset search filters.
- Once you have filled in your search criteria, click search to generate your results.
- Click anywhere inside of the listing row to open up the details page of the listing.
- Locate and click the envelope icon on the right side of the page.
- This will open a pop up box that will allow you add your client’s name and select an email format for your client to receive.
- Once you have completed the appropriate information including adding a subject line and curated message, click the “Send” button to email listings.
Step 4: What Happens Next?
- When sending more than five listings to your client, at the bottom of the email, your clients will see a “View All Listings” button.
- They will be directed to their “My Listings” landing page. On this page, they can view;
- Listing sent by you
- Listings sent via previously set-up alerts
- Listings they have favorited or requested to tour.
- Once a listing is selected and your client clicks “ Schedule a showing,” their email address will auto-populate in the pop-up box. This confirms that your client has been registered in our system as your client.
- Next, they will be asked to create a password and click “Sign Up.” You will begin to receive alerts in your activity hub for any new activity from your client.