Video tutorial · 2:12
How buyer's agents share shortlists with clients
Advisory is for buyer's agents. Follow one client from start to finish: add your logo and contact details, add the client and their brief, put two properties on their shortlist with a note for the client, send a private link that expires by itself, see their answers and comments, and download one branded PDF.
In this video
- 0:00A buyer's agent's shortlist, as the client sees it
- 0:20Your logo and contact details
- 0:29Adding a client
- 0:38The client's brief
- 0:51Adding properties to their shortlist
- 1:04Notes and live status
- 1:20The private share link
- 1:30The client's answers and comments
- 1:46Notifications
- 1:54The branded PDF report
- 2:03Wrapping up
Try it yourself
Client shortlists, share links and branded reports are part of the Advisory plan. A free account lets you browse listings and try the research tools first.
The agency and client in the video are made up. Listings and figures were live when it was recorded and will have changed since.