As an agent, you will receive a Morning Report to your email address on file in Elevate. The Agent Morning Report features a mobile-first design which highlights all of the important metrics to enhance your productivity within the Elevate platform.
- The sender is Elevate <info@yourelevate.com> and the subject line is Your Morning Report.
The Agent Morning Report has four main sections relevant to your daily productivity, as outlined below.
1. New Clients
This will show you any new clients that have come through in the last day, with an action button to navigate to your clients
2. Client Activity
This shows you the new activity that your clients received in their morning reports. Any new listings that have been added that falls within their search criteria, activity within their matched listings, and open houses that have been added that fall within their criteria will be sent in their reports. This section will also update you if you clients have viewed any listings.
3. My Listings
This section shows new views and favorites that clients have done on our listings
4.Events
If you have any events added on your clients that are due today, it will show here