Seller Tools
Our Listing Management Software goes beyond simple data entry. It provides a suite of tools designed to keep your sellers informed, engaged, and confident in your marketing strategy.
1. Connecting Your Seller to a Listing
Attaching a seller is the essential first step to unlocking the Seller Portal and automated reporting. You can do this in two ways:
Method A: Through the CRM
Go to Contacts on the left-hand menu.
Select the existing contact (or add a new one).
Click the Listings tab within their record.
Scroll to the Selling widget and click +Add a Listing.
Search for the property and click Add to Contact.
Method B: Through the Listing Dashboard
Go to Listings > Listings and select the property.
On the Details tab, scroll to Contact Information.
In the Seller field, type the name of your contact.
Important: Click the Person Icon next to the name to set a Username and Password. This allows the seller to log in to their portal.
Click Save in the upper right.
2. The Seller Portal
Once attached, a private Seller Portal is created on your agent website. This transparency tool helps prove your value by showing the seller exactly what you are doing to sell their home.
What your seller sees:
Marketing Tasks: A real-time view of your Action Plan (Pending, Completed, or Past Due tasks).
Website Analytics: Data on how their listing is performing in searches on the company and agent websites.
Market Context: Information on similar properties for sale and designated "Competition Homes."
Notifications: You receive an alert every time the seller logs in, and the activity is logged in your CRM.
3. The Property Story
The Property Story allows sellers to add a personal touch to their listing—details about the neighborhood or home that might not fit in the formal MLS description.
Submission: The seller writes their story via the Seller Portal.
Review: You will receive an email notification. The story is set to Inactive by default so you can review it for compliance or grammar.
Activation: To publish it, go to the Listing Details page, scroll to the Story section, change the status to Active, and click Save.
Updates: You can edit this text at any time directly from the Listing Details tab.
4. Automated Seller Reports
Keep your sellers "in the loop" without manual effort. Seller Reports provide automated updates on showing activity, web traffic, and local competition.
Customization: You choose which modules (Showing activity, Referral reports, etc.) are included.
Consistency: Set these up once to ensure your seller receives regular, professional updates.
🚀 Get Started with Reports To learn how to set up and customize your automated reports,
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