Customize the Search to Signed experience based on what's important to each of your clients
1 | Display Specific Requirements
1 | Display Specific Requirements
Select which terms your client want to see highlighted for each property across the survey, comparison and tour views.
Learn more here.
2 | Add Custom Views & Reorder Properties
2 | Add Custom Views & Reorder Properties
Use Saved Views to segment survey listings into groups (Submarket, Broker favorites etc) with corresponding color-coded map pins.
3 | In-line Edits
3 | In-line Edits
Edit your market survey cards right from the survey list view.
Edits change outputs for digital and downloadable content.
4 | Customize the Map
4 | Customize the Map
Add Landmarks or Points of Interest to your client's digital map. Click HERE to learn more.
Note: Custom map pins will not appear in the downloaded market survey.
5 | Update the Deal Stage
5 | Update the Deal Stage
Updating the deal stage communicates progress while moving the deal forward in your pipeline.
6 | Change Property Availability Status
6 | Change Property Availability Status
Update your clients on a property's availability on move to off market (keeps listing private.
Note: The order set in the Market Survey will also change order of the properties in the proposal comparison - for additional information click here.
Want more tips for greater efficiency? Check out our Tips and Best Practices!