With AnthemIQ there's 3 Ways to share the AnthemIQ Experience
Download to PDF or PPT to then email or print for clients.
Share the login-less link.
Invite clients to engage in the full digital experience
Digital Experience
The power of AIQ is truly leveraged when you collaborate on all aspects of the deal from Search to Signed.
How To
How To
1 | Select 'Share' in the upper right-hand corner of the Market survey view
2 | A popup screen will reveal 2 Sharing options: Public Link and Invite Client, Select Invite Client
3 | Select 'Add New Client' and complete the 3 required account details.
If the client has previously been invited, use the search bar and check the box next to their name to invite them back.
4 | Once the client information is populated the "continue" button will turn blue.
Edit the email message as needed. Select 'Send Invite' to preview
Select "Send" in the bottom right of the screen to invite your client to their Market Survey!
Download & Share
To Download the content you create in AnthemIQ, locate and select the download icon in the top right corner.
How To
How To
You can download the following content in AnthemIQ:
Market Survey
Property Comparison
Tour Itinerary
Proposal Comparison
Contract Overview
Locate the Download arrow in the top right corner of the applicable screens.
Public Link
The login-less experience is a great opportunity to engage clients in the Search to Signed process without the commitment of creating an AIQ account.
Public links are available for the Market Survey and Tour Itinerary.
How To
How To
1 | Select 'Share' to reveal sharing options.
Don't forget you can also 'Invite Clients' to create their account and provide full access to the interactive elements of AIQ including comments, add favorites and requesting tours.
2 | Select 'Enable Public Link'. Then copy the link into an email or text.
Note: This is a public link that can be shared again by the recipient.
Share the Login-less Tour Itinerary
1 | From the saved tour itinerary, select 'Share' to reveal sharing options.
2 | Select 'Enable Public Link'. Then copy the link into an email or text.
Note: Links DO NOT expire. If you'd like to remove access before the 30 is up. Select 'Disable Public Link'.
*Links are compatible with Safari and Chrome browsers.