Benefits for Professionals
Client Activity
Features include:- Registration Information
- Last Activity date
- Home Evaluations
- Homes Favorited
- Homes Viewed
- Expandable roll-ups with live links to view what the client viewed
Dashboard
Features include:- See recently added clients, partners and activity on the individual as well as admin level GCards.
- New = Within last 7 days
- All Graphs are clickable, allowing in depth evaluation of each value
- My Account – Preferences, Update, Upgrade
Partner Referrals
Features include:- Partner Page allows you to view the partner information
- Referrals allows professionals to see sent and received referrals
- Delve into what activity the referrals have been doing just like in the client page
Newsletter
Features include:- Schedulable newsletter system
- Custom to each client
- Add Recipients
- Easy Scheduler