Key Features For Agents:
Once agents log into their own front office account, they will have access to all of the following tools and applications!
HOME:
- This is a place for the agents to see what is going on in the office
- Can see any events, and office news, and new company listings
- Can add in personal links for easy access to outside websites they commonly visit
MESSAGING:
- A quick paging system to page out to internal agents, business or client contacts
- Keeps a backup of all auto messages sent from the system leads, showings, etc)
LISTINGS:
- One point of entry- listings are added in at the board and automatically populate in listings
- Listing information needs to be edited at the board and will sync to our system.
- Can manually add a listing to begin to create showings and open houses before it is populated and posted by the board
- Enhance tab-can enhance their listings to show on the website, add more photos, virtual tours, etc
- Showing set up-can send automatic emails to seller or tenants for new, confirmed, cancelled, feedback, or changed showings
- Showing activity- can print off a report for their seller to show them all the showings on their property
- Can use send notification option to send out notification to all showing agents that have shown the property to let them know of a price reduction or quick message ie. Renovations
- Views-can see how many people have been looking at the listing on the website
SHOWINGS:
- Quick and easy way to schedule showings
- Can track notes to see what has happened with the showing
- Has outside agent information already available for scheduling showings
Back-Office:
- Agents can pull up some basic reports from our back-office so they don’t always have to run to the accountant to see their reports
LEADS/CONTACTS:
- Simple database to store all client and business contacts
- Can add notes and follow up (follow up will toggle into WIGO for contacts to follow up with and send out reminders)
- Drip marketing-can send out email campaigns to client or business contacts and select triggers to have clients automatically added into campaigns
- Easy step by step wizard to create campaigns
ECONCIERGE:
- Great place for agents to go in and see preferred vendors that other agents have used to refer out to clients eg painters, plumbers, home inspectors
- Can go in and add a rating on any vendor they have used
HAVES/WANTS:
- Can add in a property that they have or one that they have a client looking for and get automatic matches emailed to them from the system
FILES:
- Great place for agents to get up to date documents added in by admin
- Can add in their own files for easy access anywhere they have internet access
ADMIN:
- On their profile on the message tab they can set up where they want to receive all their messages either an email or a text address)
- Can set up to receive lead notifications to a call phone in full or simple HTML and will have access to accept leads directly from a mobile device or email
WIGO: (What Is Going On)
- Can set up automatic notifications for multiple things in the system and receive those notifications to either a text or email address
- Can be customised for every individual agent
CALENDAR:
- Agents can integrate a google or outlook calendar and sync events from our front office system calendar to google or outlook or vise-versa
- Can share calendars with people by status and view all calendars shared with them by status
