Do you have a potential client interested in certain property to buy or rent, but you don't have it in your portfolio? 


Now you can collaborate with other agencies, through Smartlinks, and without leaving your CRM. 



Step by Step:


1. In the Contacts area, access the Buyers List and select the profile.


2. In the client profile, indicate the characteristics of the property you are looking for.


3. Click Filter profile.


4. Select the Properties you wish to put on Smartlink.


5. Click on “Market Properties”* so that the results will show all the properties available on the market. You can search by the reference of the properties you wish to include, in the search box.



6. Choose the agencies you wish to share your business with and click on the name so that you can access the listing page.



7. Click on “Generate Smartlink”, copy and/or send by email.**


8. All the marked properties will be presented in a Smartview with the property information that is available in the selected source. You will also have the indication that the property has been sourced by a specific estate agency or portal.



It is important that when selecting properties available on the market you already have confirmation of which agencies will share the business.



You can also select the partner agencies that work with you on a regular basis. To indicate in the CRM which are these agencies, follow the following process:


1. In the Configuration area, go to the General Data option


2. In the tab Other, see Partner Agencies area


3. Write the name of the agency and select.




In the client profile, by clicking on "Market Properties", you will have the option to filter only by the properties of partner agencies that are available and that meet the needs of your potential client.


In the filters, you can select the properties available in:

 

  • Real Estate Agencies - Collaborate with other agencies to offer the right product to your client, according to their preferences.


  • Partner Agencies - Collaborate with agencies you regularly work with to offer the right product to your client, according to their preferences.

 

  • FSBO’s - See which properties are for sale by the owner and turn them into new business opportunities.


  • Bank - Consult the properties published in the bank institutions' property areas.






Notes:


*The option “Market Properties”, will only appear available for agencies that already have their CASAFARI account connected to CRM. Consult the FAQs of our Academy to know how to do it.


**Learn more about sharing Smartlinks by email, in the article about Smartmail and Smartreply.





For more information, contact us by Chat or send an email to: help@casafaricrm.com