The Crystal Ball to Your Clients Home Search Progress

Clients love a broker who “magically” gives them a steady stream of potential homes that match their wish list. You don’t have to add “crystal ball” to the list tools to be that broker. All you need to do is monitor your clients’ search activity in the REcolorado Matrix Client Portal and REcolorado App. These tools give you the ability to watch each of your client’s home-search progress and make adjustments based on their activity without sending unnecessary “check-in” emails.  

You can use this intel to strategically plan relevant communications about homes they are interested in seeing or adjust search criteria to ensure they are seeing more homes they may like.

Recent Portal Visitors 

Located on the Home tab in REcolorado Matrix, is a widget called ‘Recent Portal Visitors.’ It shows up to 10 of your clients who have most recently visited their Client Portal. Within their portals, you can see if your client has marked properties as favorites or possibilities, or if they’ve left you notes. This helps you quickly understand where everyone is on their journey to find a home, and it can help you prioritize the clients who may need communication from you. You can also use this information to adjust search criteria for your clients if you find they’re discarding a lot of the listings. 

Activity Notifications 

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Do you want to be alerted when your client is active in their Client Portal? It’s easy to set up Activity Notifications so you receive alerts via email and text when your clients visit their Client Portal or make changes, like marking properties as favorites, possibilities, or discards. You can pick and choose the alerts you receive.

Pro Tip Live 

To learn more about Client Portal notifications, join Jennifer Costello and Maggy Andrews for REcolorado Pro Tip Live Tuesday at 1 p.m. in our REcolorado Professionals Facebook Group. To tune in to the live video, join the REcolorado Professionals Group. Click “Get Reminder” on the post to receive a notification when the live stream is starting. 

REcolorado App  

Stay connected with your sphere by sharing your branded version of the new REcolorado App! Client activity syncs between the REcolorado App and Matrix Client Portal. You and your clients can see favorites, possibilities, and discards in both places, so you never lose track of the listings they’ve seen. Be sure to turn on your App Notifications to be alerted with any new activity from your clients! 

You can also easily access saved searches, send multiple listings at once, and chat with your clients directly from the REcolorado App >>  

Training

For more information on how REcolorado Matrix can help you efficiently communicate with your clients, register for and attend our training class Matrix: Communication Tools. View all upcoming class dates and times >>

As always, you are welcome to contact our Customer Care team at support@REcolorado.com . They would be happy to help you set up alerts or answer any questions.