One of the most invaluable services that a Realtor can provide his or her client would be locating their next home. Within the Elevate platform, a Real Estate Professional can be of service by sending one, or many homes tailored to a customer's needs. See how below:
Step by Step Instructions:
Access your Elevate CRM system and follow the left-hand navigation column to the "MLS Search" section.
Select whether you would like to begin your search within your own inventory, "My Listings", or throughout your entire MLS coverage with "Listings".
Begin your search by selecting the proper criteria to locate matching inventory for your client by using the "Location" search by City, State in addition to other criteria which can be found in the "More Filters" tab.
Once you have labeled all the correct filters your properties will begin to display. You will be able to select them individually by clicking on the small check box in the top right corner of each property or you can use the "Select All" feature to select a maximum list of 50 properties.
Click the "Email Selected Listings" button to load the email tool on your screen.
Choose the client, or client's, that you would like to send these properties to. You can add clients associated with your Elevate CRM by either typing their name or email address.
Add your subject line and a message for the body of your email and you may proceed by clicking on the "Send Email" icon on the bottom right-hand side of your screen.