A Listing Cart in Paragon Classic allows you to save Listing ID numbers for easy reference. You can use Listing Carts to save properties that might not fit your clients' search parameters but are still worth sharing. When you save listings to a cart, they are automatically sent to your clients as recommendations through their Collaboration Center. Clients will receive notifications of new listings or updates via Automatic Notifications.
Listing Carts are also valuable for your own organization, even if you don’t assign them to a client. You can use them to save listings you plan to show a client on the weekend, add comparables for an EasyCMA report later, or simply organize properties for any other purpose.
| IMPORTANT! Listing Carts are synchronized across both Paragon Classic and Paragon Connect, though they are named differently. In Paragon Classic, they are simply called Listing Carts. In Paragon Connect, "Listing Carts" is used for agent purposes, while "Recommended" is used for client recommendations. Despite the different names, all updates and additions are visible in real-time on both platforms. |
Click here to learn how to add listings to carts using Paragon Connect.
Add listings to a Client’s listing cart
|
|
1. When viewing results from a search, select the properties you want to add to your Client’s listing cart. Hover over Save, then click Save to Listing Cart. |
The Buyer Activity section contains Activity Cards for each saved search associated with the contact, recommended listings, and archived matches. These cards show the following:
- On the Listing Cart pop-up window, click on the Contact tab.
- Select which listings to send; Selected, All Listings or Current Listing (last selected).
- Select a Contact by entering their name or clicking on the magnifying glass to search. You can also add a new contact by clicking on Add New contact.
- Click Save. An email notification will automatically get sent to your client and will show on their Collaboration Center site under Recommended.
Maintain Contacts Listing Cart (a.k.a Agent Recommended)
Each contact’s listing cart is turned on automatically. The following steps will direct you to the listing cart, known as Agent Recommended. Here you can turn on or off the notifications and maintain the listings within the cart.
- Click on Contacts then click View/Manage Contacts.
- Click on the contact name.
-
On the left-hand side, click Buyer Activity, then Agent Recommended.
A. Automatic Notifications: Here you can change the notifications from Collaboration Center (default), to Email or turn Off. To update the notification settings such as notification types, subject line, etc., click Options.
B. Activity: Review your clients interactions with the listings you saved to their listing cart. You can view up to 7 days of history.
C. Manage Listings: Add, remove or empty the listing cart. You can also add notes that only you, the agent, will see.
D. Comments: View any comments or add comments to listings in the cart.
Add listings to your own listing cart
|
|
1. When viewing results from a search, select the properties you want to add to your Client’s listing cart. Hover over Save, then click Save to Listing Cart. |
2. The Listing Cart pop-up window will open on the Yourself tab.
3. Listings to Add: Select which listings to send; Selected, All Listings or Current Listing (last selected).
4. Select a Cart: Entering the name of the cart or click on the magnifying glass to search. You can also add a new cart by clicking on Add New Cart.
5. Click Save
View/Maintain Listing Carts
To view or maintain your client's and your own listing carts, click on Search, under Saved Search click Listing Carts.
Did you know you can also add a quick link to Paragon Classics footer? Discover how to add it here.
On the Listing Cart screen you can create new carts, delete carts, add/remove listings, create notes for your carts just for you, see how many listings have any changes and more.