Video Transcription

Hello and welcome to another edition of Tech Tuesday brought to you by Delta Media Group, where we set the password to our luggage to the same thing as the password to the air shield.

So, today, we are going to go in take a look at reverse prospecting reports.

Now, yesterday, on the unlocking your potential video, we talked about the value of those and, you know, what you can do with them, what they mean to our business and today we are going to go in and take a look at how to set them up. So, let's go into the Delta net and do it to it.

So from here, the beauty of these is in their simplicity. We'll go down here to "customers" and "customer center" and I'm going to scroll down to the customer detailed lists section and we'll go ahead and search for the customer. We want to add one of these reverse prospecting reports to.

We have our Timothy Edmondson here, so I'm going to click on his name to go over to his profile page. If I scroll all the way to the bottom, I will see a section labeled AVMs.

Now, the reason it's labeled that way is these reverse prospecting reports used to be built only, only be built, automatically whenever a customer used the "What's your home worth?" feature. If the AVM system is turned on on your webpage.

Usually there's a tab on the quick search on the homepage that'll say something like, "What's my home worth?" or you can set it up on a separate page, so it just depends on how you have it set up as to how they got there. But if they submit an address there, it will take them over to the AVM page and give them some automated evaluations on their property.

At the same time, if they log into an account or create an account from that page or if they were already logged into their portfolio account, it would create an AVM form here automatically.

The nice thing about that is you can go in here and you can see if they've submitted any addresses for the AVM.

If they haven't, or if you have a new customer that you just want to set up for one on their own, we'll go down here and click on "Create a new prospect report," then we can search by address or search by active listings. If you have somebody that's already a seller, you can search by active listings and put in the address or MLS ID and it'll pick those up. Or, if they're a prospective seller, they don't have a listing on the market yet, you can just search by address.

We'll search by address in this case and you can see it auto-completes the addresses as we type them in. It's actually using Google to do that which you can see down there at the bottom. And that's how it's picking up the actual full street addresses tor these.

Go ahead and click on our property. You can see it finds it on the map, loads it up there and we just click on "next step," and that's basically it.

Now, we've created our report at that point.

From here, we have the option of customizing the paragraph headline a bit, so this would be what shows up at the top of the email if you send out an email. Then you have our full paragraph down here where you can customize the verbiage that goes in there.

From here, you can either download the report or you can email the report directly to the customer. I'll just ... If I were to click on "email," it would send the email out but, so we can take a look at it, I'm going to click on "download pdf."

Now, the beauty of being able to download a pdf of the report is that if you want to take this out to a print shop or get postcards printed up or you just want to print one up and mail it out to their actually address, you could do that.

We'll click "download pdf report." Because I'm using Chrome, it loads up the report right in my browser and then this is the report.

You can see here, there's a little Google Maps image of the property over here. If we have data for it, it's going to show us the estimated value from the AVM, when the report was generated, gives us some information here. Here's my heading and here is my custom paragraph in there.

Now what this report is doing is you can see that based on all the real data we have, saved search and market watch data from all the customers that've saved up or have those reports set up for them, we know that those reports are indicating in areas and property category or property criteria that they're interested in for a new home.

Because we know all that, we know exactly how many people would be interested in this home if it were listed on the market. That's the beauty of this report. As long as everyone's getting into the system and creating new customers there, creating the saved searches for them, creating the market watches for them, then this system is going to know that and when you put in a listing that would match their criteria or would be sent to them in one of their saved searches or one of their market watches if it were added to the market, it's going to put them on this list.

This is a really powerful way that you can build up these reports and then send them out to prospective sellers to show them how much interest there really is in their property if they were to put it on the market. For a lot of people, it can be a real eye-opener.

There you have it.

From here I can save this on my computer, I could print it out, or if I were to save it as a pdf, I could either email it or actually take it on a flash drive out to a print shop and have cards printed up for these if I wanted to.

There you go.

As always, thanks a lot for joining me this week, seeing the reverse prospecting reports and have a good idea of what they can do for you.

If you have any questions or concerns feel free to give us a call or send an email. It is support@deltagroup.com or just leave a comment on any of our Facebook or YouTube videos and we will get back to you.

Thanks a lot for joining me and I will see you again next week.