Your clients will receive, via email, daily Morning Reports from the Elevate platform. The daily updates are generated from their search criteria and other preferences as updated from your website. As showcased in the video above, your clients have the following options.
- Your clients can access their account by logging in or clicking on their name (if they're already logged in) on the upper right corner of your website. Your clients do not have access to a CRM as all activity is managed from your website.
- Your clients can access their Saved Searches, Favorites, or Manage Account from your website.
- On any listing, your clients can Save to Favorites, Save Search for Similar Homes, or enter Comments/Questions to learn more about the property which is sent to you via email.
* Important - Your clients' activity can be monitored through your Elevate CRM. Watch our video tutorial on understanding that process.