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Real Estate Calendar and Automated Feedback Requests

Last Updated: Apr 25, 2014 11:01PM MDT
Brent shows another way repree helps keep you organized in this repree video tutorial. From home showings to showing feedback to keeping customers up-to-date, he explores your real-estate specific 'Calendar' and 'Feedback' options within repree.

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Note: The Real Estate Calendar can be subscribed to from any device: iPhone, iPad, Blackberry etc.
 
1.     First, click on Calendar and select the day and time of the event
2.     The ‘Create Event’ window pops-up. From the ‘Category’ drop-down select the real-estate specific event you’re scheduling.
3.     The ‘Type’ drop-down relates to the transaction your working with, such as a listing or purchase.
4.     The ‘Client’ drop-down links this through to your client
5.     The ‘Transaction’ drop-down then links the event to a specific transaction such as the address of the listing property.
6.     Add a showing agent’s name through the ‘Lookup’ drop-down or simply by entering their information.
7.     By clicking the ‘Send Showing Feedback Request’ box, the showing agent will be sent a feedback questionnaire.
8.     The information on that questionnaire will be added to the transaction for your review.
9.     Different types of transactions are color coded for clearer organization.

Event Information:



Showing Agents Information:



The same feedback request can be sent to your clients who are buying. Simply change the event Type to Buyer and put through your feedback request.




 

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