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Client Comments & Tasks
Client Comments & Tasks

Narrow down your favorites, ask questions & track your to-do's all in AnthemIQ. ,

Updated over a year ago

Tired of long email and text chains? Centralize your broker team communication by leveraging the tools in AnthemIQ.

Pick Your Favorites

Picking your least and most favorite properties immediately updates your broker team.

  • Click the heart icon on the image gallery or Market Survey view to share favorites.

  • Hover over the each heart icon to see who within the team has favorited the property.

Disinterest:

Let your broker team know if a property doesn't meat your requirements by clicking the thumbs down icon.

Add Comments & Track your Tasks

Comments left on a specific property can be found in several places within AnthemIQ.

  • Comments can be shared with your 'Team' or 'Shared' with the broker team guiding your search. (Shown below)

The Listing Details Page

Comments Tab within a Transaction

  • Select Comments in the navigation bar to view all comments related to your property search.

Manage & View all Tasks

Create and view all your tasks from the Tasks view in your navigation panel. Here you can add individual tasks, view, mark as complete, and add to your calendar.

  • Click into each task to assign, make comments, attach documents, share links etc.

Tip!! Use AIQ while on tour. Upload notes and photos directly to the Comments field.

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