‘My Dashboard’ in Agent Access

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‘My Dashboard’ in Agent Access

 Are you using My Dashboard yet? It’s a great tool in Agent Access that supports business and client relationship management. It allows you to get a quick overview of your business, current contacts and their activities, leads, listings, and projected pipeline income. Here’s what the various sections tell you:

CRM at a Glance

1. Total Contacts: Number of individuals in the agent contact list; click to go to contact list.
2. Listings: Number of listings: click to go to the agent listings.
3. Market Watch Emails: # of active Market Watches; click to view contacts, activity, view Market Watches.
4. Monthly CRM Emails: # of emails sent from website system, click to access email history and view them.
5. Unique Visits: Number of separate visits to the website the past 30 days; click to view detailed report.

 Client Activity

1. New Leads: # of leads in the past 30 days; click to view.
2. New Contacts: # of new client records in the past 30 days; click to view.
3. Recently Active: # of clients who have logged onto the website in the past 30 days; click to access window containing recently active client names.
4. Listings View: Number of listing views of current agent listings; click to view report listing by listing.
5. Contacts without Market Watch: Number of contacts not receiving automated Market Watch report; click to go to list of those without Market Watch. Click on a name to enter their record and add them to the report.

 CRM Potential Value

1. Total Pipeline: Total of agent listing commissions plus client nurturing value.
2. Client Nurturing: Algorithm value (potential commissions) derived from individual web client listing views and saved favorites for past 180 days.
3. Listing Commissions: Income projection from current listings, assuming 2.5% commission. Note: Adjust the commission rate by clicking on the Settings

 Client Activity (list): Summary lines of current client activity within the agent website profile.

1. Quick stop view of profile elements seen by website visitors.
2. Update Profile: Click to modify profile items.

Newest Listings

1. Summary lines of MLS #, location, and completeness of listing.
2. Complete: Indicates percentage of basic listing information to website visitor. Place cursor on bar to see suggested improvements.