Your clients will receive, via email, daily Morning Reports from the Elevate platform. The daily updates are generated from their saved search criteria. You clients can manage their preferences on your website or search portal. You can see and manage your clients' saved search criteria under their record in your Elevate account.
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 or search portal.
- Your clients can access their Saved Searches, Favorites, or Manage Account from your website or search portal.
- 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 - You can see your clients' activity on their record in your Elevate account. Watch our video tutorial on understanding that process.