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How to share business between agencies though Smartlinks?

Do you have a potential client interested in certain property to buy or rent, but you don't have it in your portfolio? 


Now you can collaborate with other agencies, through Smartlinks, and without leaving your CRM. 



Step by Step:


1. In the Contacts area, access the Buyers List and select the profile.


2. In the client profile, indicate the characteristics of the property you are looking for.

 


3. Click Filter profile.

  

4. If you only want to select properties from your own portfolio, select the Properties you want to share on the Smartlink:

5. If you want to include market properties, select Market Properties* and choose the listing source(s) you want to include in the Smartlink:

*All selected market properties will be displayed in a SmartView with the property information available from the selected source. The SmartView will also indicate the agency or real estate portal from which each property was obtained.

 

6. Click on Generate Smartlink, copy the link and/or send to email*/Whatsapp:


*Know more about sharing Smartlinks via email in the article of Smartmail and Smartreply.



It is important that when selecting properties available on the market you already have confirmation of which agencies will share the business.



You can also select the partner agencies that work with you on a regular basis. To indicate in the CRM which are these agencies, follow the following process:


1. In the Configuration area, go to the General Data option


2. In the tab Other, see Partner Agencies area


3. Write the name of the agency and select.




In the client profile, by clicking on "Market Properties", you will have the option to filter only by the properties of partner agencies that are available and that meet the needs of your potential client.


In the filters, you can select the properties available in:

  • Real Estate Agencies - Collaborate with other agencies to offer the right product to your client, according to their preferences.

  • Partner Agencies - Collaborate with agencies you regularly work with to offer the right product to your client, according to their preferences.

  • FSBO’s - See which properties are for sale by the owner and turn them into new business opportunities.

  • Bank - Consult the properties published in the bank institutions' property areas.

  • Connect - Filter by shared businesses through Casafari Connect.

filter1


Notes:

*The option “Market Properties”, will only appear available for agencies that already have their CASAFARI account connected to CRM. Learn more about this here.

 




For more information, send an email to: help@casafaricrm.com