What is Elevate?
Elevate is the newest upgraded platform replacing Listingbook Ai. Elevate CRM is a fully integrated single system that does everything real estate professionals need — from helping generate new leads to helping you create clients for life!
How will I be notified -- was I notified?
All Agents that have logged into Listingbook since 1/1/18 will be notified several times via email.
Notifications will also be on your daily Morning Report several times.
Will my clients be notified of this upgrade?
Yes, your clients will be notified as long as they meet the following criteria:
- They've logged into their LB account since 1/1/18
- You have created an account for them in the last 60 days but they have not yet activated.
How do I log in to my Elevate CRM?
Accepting the invite:
You should've received an invite at the e-mail address we have on file inviting you to the Elevate CRM platform. Click the link provided and register your account to begin this process.
After having accepted the invite and creating your password, moving forward you will be logging into your Elevate CRM account through this link: https://crm.yourelevate.com The sign-in screen will look like this:
Where are all of my clients?
Your leads should have been imported into your account from Listingbook. If they were not, please click 'CSV import' to import a .csv file.
Contact Support if you need assistance importing a CSV file.
How does my client sign up?
There are three ways for clients to sign up through your product:
1) Your clients will be signing up directly from your IDX website. (As shown in figures above and below)
2) They can also sign up by clicking any of the links in their new Morning Report
- Their username will be their email address
- They will create their passwords
Example of a Morning Report:
3) Additionally, in the Elevate CRM, you can manually add them as a contact and click 'Invite To My Site' on their profile to assist them with signing up.
How will my clients login to their accounts?
1) They can log in through by clicking any of the links in their new Morning Report
Example of a client's morning report:
2) They can also log in through your IDX website, i.e: http://Agent-name-elevatesite.com/
How do my clients search through the MLS?
Your clients will be running searches directly on your IDX website. They can also save multiple searches and favorite listings if they sign up.
Do I still receive a Morning Report from clients?
You will still be receiving daily morning reports from your clients in regards to what listings they are searching for, viewing, favoring, etc.
Old Morning Report:
New Morning Report:
How do I manage notification preferences on my account?
If you'd like to set up what you're being notified for, please Click here for a step-by-step article on how to manage these options from the Elevate CRM.
How do I create saved search criteria for clients?
To create saved searches for clients, you can visit your IDX website and click 'Sign Up' to sign them up.
If they are already in your contacts in the Elevate CRM, click on their name to access their profile and scroll down until you see a 'Create Saved Search' section.
How do I promote my listings?
You can arrange your IDX website homepage to display your listings by logging into the Elevate CRM, selecting 'Edit My Site' > 'Homepage Layout' > 'Featured listings' > 'My Listings' to display your listings.
Still have questions?
Our long history of support and guidance will keep you ahead of the curve on digital marketing and online presence. But we want you to think of our customer service at the same level as our technology. We are committed to your satisfaction and welcome your feedback. We promise to do what we can to make your Elevate experience a positive one.
If you're still lost, you can always find the latest updates and articles for support at TryElevate.com/Support or give us a call at (888) 378-3868.