How client alerts work
Client Alerts monitors your imported MLS listings and sends an email to your buyer clients whenever a new listing matches their saved search criteria. Alerts run automatically after each nightly import.
Creating an alert
Open a lead record and click Create Alert. Set the search criteria — price range, bedrooms, bathrooms, property type, and area. Give the alert a name the client will recognize and click Save.
The alert email
Alert emails are branded to your agency and include a listing photo, address, price, and a link to the full listing on your site. Your agency name and logo appear in the header automatically.
Managing active alerts
Go to Client Alerts in the navigation to see all active alerts, the leads they are assigned to, and when each alert last fired. You can pause or delete any alert from this screen.
