Seller Tools
Our Listing Management Software includes multiple tools that not only benefit you, but also benefits the relationship with your seller past the point of just taking the listing. Below are several tools that you can utilize in ClientBAY when it comes your seller.
Attaching a Seller to Their Listing
The first thing that you want to do when your listing comes into ClientBAY is attach your seller to the listing.
This step must be done in order to utilize the seller tools within the Listing Management feature of ClientBAY.
To attach your seller to their listing, go to your Listings Dashboard by selecting the Listings tab on the left side menu and selecting Listings.
When the Dashboard loads, select the listing that needs to have a seller attached to it.
On the Details tab, scroll down to the Contact Information Section.
There will be a box at the bottom of this section where you can put in your seller, which will then attach the seller to the listing.
If you already have your seller entered into your CRM, their name will start to populate for you.
If you do not have them in your CRM, you can easily add them by selecting the person icon in the Seller box. If you are adding a seller for the first time from this page, they will also be entered into your CRM for you.
This will open a window where you can input the seller's information.
When your seller is attached to the listing, be sure that they have a username and password attached to them so they can access their Seller Portal.
To create one for them, select the person icon next to where you entered in your seller name. On the right side of this box is where you can give them that username and password for their seller portal to be created.
If you have an email address associated with this seller in your CRM or on this seller entry screen, they will receive an email with their login information.
The Seller Portal
When you have attached a seller to their listing, this creates a Seller Portal for them on your Agent website.
Wen a seller logins to that Portal, they will be able to see their listing as well as activity that their listing has generated.
Here they will see their listing's information as well as any Action Plan and to-do items that you have attached to their listing. They will also be able to see when these Action Plan and to-do items have been completed, whether they are still pending to do or if they are past due. This is a great way for the seller to see that you are doing all that you promised to do in order to get their listing sold for top dollar.
Further down on this page, they will also see the analytics of how their listing is performing on your company and agent website searches and what that website activity is.
They will also be able to see any similar properties for sale and any Competition Homes that you have set for them.
This is also where they can come to write a Property Story for their listing as well as set up any home searches for a new home they might want to buy.
Anytime a seller logs into their portal, you will be notified. That action will also be logged under that seller's contact activity in your CRM.
Property Story
In the seller portal, your seller is able to type a Property Story to display on this listing's webpage on your agent website. A property story can be something about the house or neighborhood that necessarily doesn't belong in the MLS but is something that the seller wants to be told about the listing or home.
Here they can simply select to add a Property Story and then type that in. Once they have it typed in and press the OK button, you will be notified by email that the seller is done inputting their Seller Story.
You can then go to the Listing's Details page and scroll down to the bottom of the page.
There you will see the Seller Story in the Story section.
The story is automatically set to inactive to allow you the opportunity to review the story first, fix any grammatical or compliance issues. Once you deem the story ok to display on the property website, select Active from the Property Story Status drop down menu and press Save in the upper right hand corner.
This story will then appear on the website.
Anytime a change is needed on the property story, just come back to this text box on the Listing's Details tab and input those changes. Be sure to press Save when done.
Seller Reports
If you want an automated report to send to your seller letting them know about things like, the showing activity for their listing, their listing's web activity, any competitive homes in the area, and any referral reports, you can have this done by utilizing the Seller Reports feature of ClientBAY.
To get here, go to your Listings Dashboard by selecting the Listings tab on the left side menu and selecting Listings.
When the Dashboard loads, select the listing that you want to set these up for.
When the listing loads, select the Reports tab at the top of the screen.
On this screen, the first thing you need to make sure is that there is someone in the Seller box. This will populate over if you attached the seller as described above. You are also able to add more recipients for this report by utilizing the CC: box. Here, just type in any additional email addresses that you would like the Seller Report to send to.
The next step is to set the Competition for this listing in the boxes below. The homes in the MLS that fall within this criteria will populate for the Competition part of this report. Remember to be specific as to not pull hundreds of listings. The more specific you are in the competition criteria, the more useful this section will be for your seller.
The last part is to fill in the Location of the Competition. You can utilize the Community Names, Zip Codes and Building Names from your MLS or you can utilize a map function.
Once you have this set up, go to the upper right of this page under Options. This is where you will set how often you want the people you entered to receive this report.
The last step will then be to select the Report Features. To select these on or off, simply select the boxes next to the individual feature.
Once you have everything set up, press Save. This will save the Seller Report settings for this listing.
To send the first Seller Report, press Send in the upper right hand corner.
If you prefer to preview the report first, you can easily select the View icon in the upper right to see what that Report looks like.
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