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Buyer Profiles

 

Buyer Profiles can be created either by the consumer saving a search to their personal profile, or by you entering it into their contact record. A buyer profile will email the consumer new listings matching their specific search criteria.

Editing, Adding, and Deleting Buyer Profiles

To add a new buyer profile, click on the Add New Profile button. 

To edit a contact record, click on the edit icon. 

To delete a buyer profile, just click on the delete icon. 

You can see all of the client's answers to the set up questions, or if you are setting a profile for them, enter their information here.

 

You can also see, or set, the search criteria of what the client is looking for so that they are updated every time a listing meeting those guidelines becomes available. This is very much like our Homes Connect Featured Searches

 

Have Questions? Just Ask!

 

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