Introduction

Property Alerts engage leads automatically by emailing them new listings that fit their home search criteria. Market Snapshots send nearby newly-listed and sold properties to buyer/seller leads to inform them about what is going on in their market and encourage them to buy and/or sell. These tools can help you automatically nurture leads that are not currently ready to buy or sell, and allow you to focus on the leads that you are actively interacting with as well.
 

How to Set Up Property Alerts/Market Snapshots

The steps are the same for both Property Alerts and Market Snapshots.

Step 1

On the lead’s profile page, navigate to the Automations tab at the top of the page. Here, you can see the current status of the Property Alerts or Market Snapshots that exist for this lead. Each alert shows basic search criteria in blue that can be clicked on to view more in-depth information. You can also see the alert frequency on the right side. 

Step 2

To create a new Property Alert, click on + New Alert under the Property Alerts section. You will be directed to the Property Alert Page.

Step 3

Next, add the lead's search criteria. Only properties that match this criteria will be sent to the lead in their alert email.

Step 4

Click the "____ Results" tab on the upper right corner of the page to see if all the listings on the market meet the criteria.

You can click on these listings to see their details. When you find a listing that the lead might be interested in right away, you can select the listing by checking the box and clicking Send listings to send all the selected listings to the lead. Note that this is an optional action that can be taken when creating a property alert. You can only send up to 25 listings at a time.

Step 5

Return to the Filters tab, and click Next when you are ready to continue. Keep in mind that you can always come back and edit this later.

Step 6

A pop-up window will now appear with additional settings for this property alert. A summary of the filters for this property alert is located on the left side.

Next, you can choose to name this property alert. This is a useful way to keep things organized. This alert and name are not visible to the client, though this is planned in future improvements.

Choose from the options (not required):

• Handpick listings: You will be notified by email when new listings that fit the criteria enter the market. Listings will NOT be sent to the lead without your approval.
• Send alert immediately: Property alert will be sent immediately when a property that meets the criteria is on the market.
• Use listings on the market as a supplement: If no new listings that fit the criteria come to the market, listings on the market will be sent instead.
• Include open house info: If a listing has a scheduled open house, that information will be included in the email.

• Send a copy to myself: This will cc you on the alert email, and you will receive a copy in your inbox.

  

Other alert settings:

1. Choose to whom the property alert emails will be sent. If there are family members with valid emails on file, you can select them from the list. 

2. Customize the email subject (not required) to include your alert name as well as any lead or agent variables (merge fields). 

3. Decide on the frequency at which you would like to send out the emails. This will depend on how hot the market is, how engaged the lead is, etc. 

When the rest of the settings are set up, click on the blue "Save" button in the bottom-right to save the alert and turn it on.
 

Saved Searches

When leads visit Lofty sites and save a search, it will look like this to them on your Lofty site under the "My Searches" section of their profile:

This saved search also sets up a property alert for the lead with their search criteria.

Navigate to Searches to view the lead's saved properties. 

Pausing Alerts

Alerts can be paused by navigating to Automations and toggling off the alerts in the settings icon. This will turn off all notifications. 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.

Related terms: sold listing, seller alert, buyer alert, property alert, auto property alerts