The Agent Preview process has been added to Paragon Connect. This means you have another option for how you want your contacts to receive new listing matches. Agent Preview means that all new listing matches are sent to you, the agent, instead of your client. This gives you a chance to review them before forwarding them to the client and gives you complete control over the listings that your clients see.
When you create or edit a contact, you can choose the Notification Method as either Auto Notifications or Agent Preview.
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NOTE: You can choose to default all new contacts to either notification method. To change your default, go to Paragon Classic > Preferences > Collab Center > Search Options > Select New Only for auto-notifications and Agent Preview to preview listing matches first > Click Save. |
| The Buyer Activity section for Contacts configured to use Agent Preview has been updated to include a new section for the listing review process. The updated search cards show matches that need agent approval as well as those that have been disapproved.You can quickly click on the Needs Approval count to review the new matches. |
From this Review Spreadsheet users can select individual listings to approve/disapprove or they can update all results at once!
Notification Options Now Available When Saving Searches
When creating a new saved search for a Contact, you now have the option to see and modify the Email Notification Settings for that specific search.
On the Save Search or Copy Search page, click Assign Contact. Click the contact you want to assign the search to or create a new one.
The updated page will load a new section for notification settings. Here you can adjust the types of changes to be included in the notifications and the frequency of notifications, as well as how long the search is active for. This gives you quick access to personalize the notification experience while setting up the new search. You can always go to the Contact Buyer Activity to make any additional, or future, adjustments.
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A. Change Types: |
B. Timeframes: |
These settings are configured based on what you selected in your preferences. To change your defaults, in Paragon Connect menu go to Settings > Notifications > Client Notifications. Click here to learn how to change your defaults in Paragon Classic.