Inviting a Co-Buyer

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Your clients are now able to Invite a Co-buyer to share in the journey of purchasing a new home. Consumers will be able to share properties with each other quickly and keep track of any activity in one convenient location. When a consumer invites another consumer, they are automatically matched with the same agent, which means another lead for you!

Note: Consumers need to be associated with an agent in order to access this feature.

Inviting a client can be done from your desktop or mobile device.

Desktop Users

Inviting a Co-Buyer from Property Details

  1. Select any Property Details page from the map or from favorites.
  2. Select Share.
  3. Add the Co-Buyers First Name, Last Name, and Email or select the Co-buyer that is pre-populated.

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Inviting a Co-Buyer from Group

1. Go to Favorites.
2. Create a Group, if you do not already have one.
3. Add properties from Favorites to the Group you created by selecting and clicking the option to Add to Group.
4. To Add a Contact to this group with a Co-Buyer, click on under My Groups.
5. In the pop-up window, you can select a New Person to send this Group to or a previously entered contact.

Note: Agents will not be able to share the following Groups, 'Agent Recommended' and 'Criteria Matches'.

 

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Mobile Users

Inviting a Co-Buyer from Property Details

  1. Select any Property Details page from the map or from favorites.
  2. Select the in the mceclip0.png top right corner.
  3. A menu will pop-up with the option to Add to Shared Group or you can create a New Group.
  4. For a New Group, enter the New Shared Group Name, First Name, Last Name and Email.
  5. Lastly, select Share Property.

Inviting a Co-Buyer from Group

1. Go to your Favorites.
2. Under the Groups tab, select the mceclip2.png in the top right-hand corner.
3. Select Add Person to Shared Group.
4. You will be able to Share these properties by selecting the pre-populated names or selecting to add a New Person.

Note: Once you have successfully shared a property, you will receive a success message at the bottom of the screen.

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