This method for sending listings embeds them into the email with photos, as opposed to using a link.
Want to see a video on this process? Click here.
You can save and send properties from multiple locations. Using the guide below, the "A" and "B" steps are two different ways you can save a list of properties to send out.
You can follow either or both and you will end up sending the same properties, because there is only one list you can send at a time.
Once you send your list, you have to delete it if you want to send out a different list of properties. This is designed so that you can browse around the system for properties and then send out your 'researched' list when you're finished.
Step 1: Saving A List of Properties
There are a few ways you can save listings to your dashboard. This can be confusing because when you are saving a listing, it is not saving it to a lead, or for yourself.
It's specifically saving it to a list that you wish to email.
Step 1-A: Save Listings From A Search
On the 'Search' tab (1), you can start searching for the listings you want to send from the 'Listings' tab(2). On this tab you can search for MLS Numbers separated by commas.
However, if you want to do a more generalized search, use the Listings Tab in the left hand navigation
You may need to do several different searches to find all of them, saving them each time. If you have specific MLS numbers already, enter them separated by commas.
Your search results will be shown like this:
Use the checkboxes on the left to select the results you want to save for your email. Then click 'Add Selected To Saved +.'
You can perform as many searches as needed, saving more and more listings each time to add to the list.
Step 1-B: By Reviewing A Listing And It's Related Lists
If at any time you are looking at a listing, you have several ways to save it and related properties. First, by looking at the "wwyltd" menu:
Or by reviewing the tabs down below, using similar or nearby properties. The method is the same as the search screen in method "A" above. Just select what you want using the check boxes and click "Add Selected to Saved":
You can review as many listings you want, saving whatever you want. The saved list will remain in place for 45 minutes each time you add a property to it.
Step 2: Double-check Your Saved Listings
In either case of saving listings, when you think you are ready to send them, or if you want to review what you have so far, you can visit your saved list. It shows up in two places. You can check either place whenever you want:
Step 2-A: On the search page:
Here you can see 25 Liberty Corners Road is saved. I could remove it if I wanted using the buttons at the bottom of the list. You can select individual properties to remove or clear out the list completely if you need to.
Step 2-B: Or On The Property Details Page
When you have a property open within your dashboard, you"ll notice that your saved list is very easily accessible without having to switch to the search page to see it:
Step 3: Find Your Lead, And Send
Step 3-A: From The Saved Page
- Find your lead by name, and select that person from the list of search results.
- Enter the message you want that person to see in the email. Something like "Here are the properties I mentioned I would send you." or whatever is appropriate will work.
- Click "Send Saved to Selected" to send off the email.
Don't forget to click on the "saved" tab and clear out the list after you're done!
Your email will be sent with the subject: "Property Recommendations from [Your Name]"
Step 3-B: From The Listing Details Page
Enter the leads first or last name into the box and click search, then follow the same steps above in part a. (Select lead, enter message, click send saved to selected.)