Match Clients to Properties

18 votes

Currently for each client you can see what properties their criteria. It would be nice to reverse that and see a list of clients that match each property. Take it one step further see who has viewed and saved the property

Example: You pull up 123 Main Street and see the following
You have 34 Clients who match this property
Of the 34 clients 17 have viewed this property
Of the 17 that viewed this property 3 saved this property

Under consideration Mission Control/Stars Suggested by: Tom Carroll (10 Mar, '22) • Upvoted: 29 Apr • Comments: 9

Comments: 9

14 May, '21
Steven Rovithis Merged
The seller report gives us a nice list of current clients in our database that we can walk into a listing appointment with and show the seller we have actual buyers.

What we need is once we get the listing a way to notify all of our agents that we have the listing and letting them know which of their clients are a match.

Our mls can do this and they call it reverse prospecting.
25 Feb, '22
George Fotion Merged
What if there was an easy way, let's say we just noticed on our MLS bulletin a remarkable home that just closed or went pending, to instruct the Stars database, "Hey Ylopo, give me the list of leads that viewed 123 Abc St" What a great follow up tool this would allow us to have. I don't want a priority alert for this, I just want the ability to, on the fly, be able to enter an address on my marketing dashboard on ylopo.com/dashboard and have the system spit out at me, the leads that viewed this property. Watch this video https://www.loom.com/share/fa32fc270c9d46e4a8e14f7975e08
23 Jul, '22
Ben
Love this, I wouldnt think it would be difficult to complete either.
19 Sep, '22
Charlene Admin
"Reverse prospecting" (suggested by Steven Rovithis on 2021-05-14), including upvotes (1) and comments (0), was merged into this suggestion.
11 Jan, '23
Cathy
Yes!! This feature would be extremely beneficial. Chime CRM has the feature and their layout for this is fabulous and very user friendly.
02 May, '23
Toby Stephens
OMG! I can't believe this isn't already a feature. If my team has a listing that should be pushed to anyone looking for that type of home. Don't overthink it! just a list of clients looking in a few different cities, min beds, min baths and price. Every other CRM/search interface has this feature!!!
02 May, '23
josh smith
This function is available on other platforms like BoomTown. You should be able to push listings to ALL of your Ylopo.stars accounts that are searching for that criteria. You can already do it for sellers with the Heat Map...
01 Sep, '23
Karen Currey Admin
"We can't identify leads that have viewed property" (suggested by George Fotion on 2022-02-25), including upvotes (1) and comments (0), was merged into this suggestion.
30 Oct, '23
Karen Currey Admin
Hi Tom - part of this function is available today in the Reverse Lookup by Property tool on the Marketing Dashboard: https://ylopo.zendesk.com/hc/en-us/articles/360061484651-Win-Listings-with-Reverse-Lookup