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Delta Media Group Blog

Friday, October 12, 2012

Understand better what your customers are doing

It's always good to know what your customers are doing. What properties they are saving, what homes they are viewing, what property searches they are saving...this all helps!
Because of this, we've added more detailed information to our Customer Information Screen. When your customers save properties, through My Portfolio, they are shown to you on the Customer Information Screen. We've just added more detail to this section so you can now see more details on the property including when the customer saved the property and the address.

What are the benefits for your customer?

The MyPortfolio System allows your Customers to save listings they are interested in, with the crucial property information displayed on the widget.

Your customers can see, at a glance, which listings have a specific price or square feet, so they can compare listings in a widget format. They also have the ability to place comments on the widget, for their use, this will help them differentiate between the many listings a customer may have.

How do you view your customers' saved properties?

There are 2 steps needed to view your customers' saved properties. Here are the steps.

Step 1

Log in to the Deltanet® and go to your Customer Center and select the Customer by clicking on their name.

Step 2

Click on the 'Saved Properties' button to be scrolled to the 'Saved Properties' section of the screen. All of the customers saved listings are displayed here with the Address, MLS ID, Price, and Sq Ft.

How do you view what your customers' see with MyPortfolio?

Step 1

To view customer comments on the saved listings you have to go to the Processed Leads tab and search for the customer.

Step 2

Click on the 'Portfolio' button, to get the same view as the customer would have.


Q. Can my customers change their comments?
A. Yes, they can change the comments on a listing by clicking on the comment and writing a replacement comment.

Q. Can I comment on my customers' listings.
A. This feature is intended for the Customers use, if you would like to update the customer on a specific listing, Please Email them, as they will receive the information in a much more timely manner.

Q. Can the customer 'Group' their properties?
A. Yes, They can create folders to keep the listings in, they can be named for easy reference.

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