Client Logged Summary - This summary presents you with a summary of your clients Match activity. (Matched: how many listings were Matched with this buyer. Views: how many of those listings the buyer logged into your website to find more information. E-Log: how many times the Match email was opened by the buyer.)
Specific Client Logged Summary - This summary presents you with information specific to: Client Name. (Views: how many times Client Name logged into your website for more information. E-Log: how many times the Match email was opened by Client Name.)
My Listings Summary - This summary presents you with your listing and their Matches. (Matched: how many buyers were Matched with this listing. Views: how many of those buyers logged into your website for more information. E-Log: how many times the Match email was opened by the buyer.)
Last 100 Matches - This summary presents you with the 100 most recent Matches. (Matched: how many buyers were Matched with this listing. Views: how many of those buyers logged into your website for more information. E-Log: how many times the Match email was opened by the buyer.)
Client Maintenance
No limit on the number of clients you can have entered and the number of criteria sets associated to them.
Exceptionally fast column sorting and pagination of client summary.
Immediately recognize those clients who require attention by icon indicators ( active, in-active, pending, etc. ) of client status.
Each time they log into their personal webpage at your site this information is collected as a 'Last Log In' record.
Each listing they view is tallied as well to help you recognize which properties attract their interest.
Three HTML email addresses you can use to notify them of a new Match by regular email. These notifications contain basic information on the Match and include a secure link back to your site where complete listing details are available to your client.
Four TXT messaging addresses you can use to notify them of a new Match on their pager or cell phone. These notifications contain basic information on the Match.
A customizable: subject line, salutation, message and signature for your HTML emails.
Optionally include: addresses, their respective criteria information.
Receive notifications on your pager, cell phone and/or email. Or, turn them all off!
An internal notes field where you can keep personal notes on each client.
Personal Settings
Designate a permanent or temporary alternate REALTOR®.
Your branding information, including picture, are there for you to update.
Establish a standard email message to go with each Match notification.
Establish a standard email signature to go with each Match notification.
Client Match Summary
Summary of listings that have been Matched to the client's criteria set including:
Address
Price
Map Area
Bedrooms and Bathrooms
MLS#
Date Found
Current listing status
Views: the running total of the number of times a client has logged into their personal webpage at your website to view more of this listing's details.
Notes: these are notes regarding the particular Match that you and/or your client have left regarding the property.
Options to email or print: full detail, summary list, or drive by list ( all of which include your branding ).