Effectively categorizing listings and using tags is crucial for understanding your clients' preferences and guiding them through their property search. By actively categorizing and tagging listings, your clients can take control of their search while providing you with clear feedback. This collaborative approach ensures a more personalized and efficient experience, leading to better engagement and satisfaction throughout the process. Their feedback allows you to refine search recommendations, ensuring clients explore properties that align with their needs. Additionally, tags give clients the ability to organize listings in a way that is meaningful to them, enhancing their overall experience.
This guide will walk you through how your clients categorize listings, use tags to organize their search, and how you can gain valuable insights along the way.
- Categorizing Listings
- Tags
- Tag Ideas
- View Categorized Listings and Tags
- Setting Up Tags and Categorize Listings in Advanced For Your Clients (Optional)
Categorizing Listings
All listings start as Undecided. Your clients can easily categorize each property into one of three categories: Favorite, Possible, or Rejected. This helps them stay organized and gives you a clearer view of their preferences.
| Undecided: If the category icons are grey, it means the client hasn’t categorized the listing yet. However, this doesn't mean they haven’t viewed it. Encourage them to categorize listings as this helps you fine-tune their property search. | |
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Favorites: When clients love or are highly interested in a property, they can click the Favorite ( |
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Possible: For listings your clients are unsure about, they can click the Possible ( |
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Rejected: If a property doesn’t meet their needs, clients can click the Rejected ( |
If a client wants to remove a listing from a category, they can simply click the already selected icon, which returns it to Undecided. They can also change a listing’s category at any time by selecting a different icon.
Tags
In addition to categories, your clients can use Tags to further organize their listings based on specific preferences or needs. Tags allow clients to create their own labels, making it easier to sort and identify important features across multiple listings.
Tag a Listing
- Click the Tag icon on a listing.
- If the tag already exists, they can select one or more tags and click Save.
Add a Tag
- To create a new tag, they can click Add (
).
- Enter a unique name for the the tag and click Add.
- Click Save to assign the new tag to the listing.
Once a listing is tagged, the Tag icon is highlighted blue ().
Tag Ideas for Clients
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Noteworthy Features: Clients can tag properties with standout characteristics, like 'Large Backyard' or 'Finished Basement,' making it easy to spot key details they value.
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Pet-Friendly: For clients with pets, this tag can help track properties that accommodate their furry friends.
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Needs TLC: Useful for identifying listings that may need renovations or repairs, especially for clients interested in fixer-uppers.
View Categorized Listings and Tags
Your clients can easily review the listings they've categorized and tagged to stay organized throughout their property search.
Categorized Listings Widget
Clients can quickly view listings in specific categories by using the Filter icon to access their Favorite, Possible, or Rejected listings.
My Tags
Clients can view all their tagged listings in My Tags, accessible from the Menu or through the Quick Actions widget. Tagged listings are displayed as thumbnail-style cards for easy navigation. From here, they can:
- Click on a Tag card to view all listings associated with that tag in either thumbnail or map view.
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Sort (
) listings based on various criteria like price, date added, or other factors that matter to them.
- Click the Map View (
) to view listings on a map.
- Use the More Options (
) remove all listings associated with a specific tag.
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Compare Listings: They can select up to ten listings and click Compare (
) to review them side by side.
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Directions: Clients can select up to ten listings and click Directions (
) to get driving directions to multiple properties. This will open in a new tab or in their device’s default map app.
Setting Up Tags and Categorize Listings in Advanced For Your Clients (Optional)
To make the categorization and tagging process smoother, you can offer initial support, especially when dealing with larger batches of listings. You might:
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Tag the first set of matched listings: Help your clients by tagging the first set of listings and rejecting properties in bulk if needed. This can simplify the process and set them up for success.
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Create client-specific favorites: If you’re working with multiple clients on the same transaction, you can create tags like Client A Favs and Client B Favs to track their individual preferences. Just let them know that the last person to tag will override previous selections if there’s a conflict.
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Properties Viewed: To help clients keep track of properties they’ve physically seen, you can create a Properties Viewed tag for them. Add comments with their thoughts to help in future decision-making.
Encourage your clients to start categorizing listings from the Undecided category to make their search more manageable. By actively using tags and categories, your clients will have a more organized and personalized search experience, giving you valuable insights that guide them to the perfect property.