Summary
This section explains how to create and communicate a weekly client report for our Buyer and Seller Clients
Details
Key Points
Data is saved in a table in a client’s intake form. If the process is changed, the template intake form should be updated.
Buyer clients are updated based upon their current Buyer Search Parameters.
Sellers are updated based upon a portal search that we set up for them when we take on their listing.
Buyer clients are recorded on form 051 (Buyer Intake Form)
Seller clients are recorded on form 050 (Listing Intake Form)
Sellers - What Numbers to Record
ShowingTime
# of showings in the past week
Comments on showings
MLS (How do we find these numbers?)
# of new properties that came to market since last update
# of properties currently conditionally sold
# of properties sold firm since last update
# of properties listed total
# of client portals it is active within
# of client views
# of client favourites or possibilities
# of views in the past 14 days
iGuide (Where do we find these numbers?)
# of visits total
# of visits in past 7 days
Realtor.ca Statistics
Days active
Views on Realtor.ca
Photos Viewed
How many people have favourited the property on Realtor.ca
Social Channels
Views on promoted Facebook Ad
Views on promoted YouTube Ad
Views on promoted Instagram Ad
Buyers - What Numbers to Record
MLS
# of active properties on their search
# of new listings since the last search
# of listings conditionally sold
# of listings sold firm