Seller Tools

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 described below. 
You can attach a seller to their listing either through your CRM or the Listing Management portion of the software.

To attach your seller to their listing through the CRM:
  1. Select Contacts from the left hand side menu.
  2. Either add the contact if they are not in your CRM or find the seller from your CRM Dashboard if they are already in there and select into them.
  3. Once in the Contact record, select over into the Listings tab
  4. Scroll down to the Selling widget. 
  5. Select the +Add a Listing button. This will pop open a box when you can find the listing you need to attach to the seller in the search bar.
  6. Select Add to Contact. This will add the listing to the Selling widget. If you need to add additional listings you can do that by pressing the blue + button.

To attach your seller to their listing through the listing tab:
  1. Select the Listings tab from your left hand side menu and then select Listings. 
  2. When the Dashboard loads, select the listing that needs to have a seller attached to it.
  3. On the Details tab, scroll down to the Contact Information Section.
  4. There will be a field at the bottom of this section where you can put in your seller, which will then attach the seller to the listing.
  5. If you already have your seller entered into your CRM, their name will start to populate for you as you type it in. Be sure to also click on the person icon next to this field so you can add a username and password to this seller if they do not have one already. This will be the username and password that your seller can use to login to their portal account.  Keep reading to learn more about the Seller Portal!
  6. If your seller is not 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. Be sure that you add a username and password as well. This will be the username and password that your seller can use to login to their portal account. Keep reading to learn more about the Seller Portal!
  7. Press Save in the upper right hand corner. 


The Seller Portal

When you have attached a seller to their listing, this creates a Seller Portal for them on your Agent website.

When 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 items and tasks that you have attached to their listing. They will also be able to see when these 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.
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 to be displayed on the Single Property Website. We talk about the Property Story below!
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.

Whenever a seller enters in a Property Story through their Seller Portal - you will be notified via email. 
You can then go to the Listing's Details page and scroll down to the bottom of the page to the Story callout where you will see the story they entered.
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. 
You can even control what features you want to appear in the seller report making them customizable towards you and your seller's needs. 

To learn how to set up a seller report and the ways you can customize it, click here.









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