Many customers who are learning that there is a huge benefit if transaction buyer and seller information is complete and each of these contacts is assigned one of your agents. When this is done, the many marketing and sales follow up and label reports can help expand both the company’s marketing efforts as well services provided to agents.

These follow-up and marketing reports include the “Buyer/Seller” reports above.

And then handy follow-up lists within the “CRM” (customer relationship management) section.

And also the labels you can print to sellers, buyers, and other contact types from the “Labels” section.

To take advantage of these reporting features, two steps are necessary:

1. Complete name and contact information should be entered.
2. If working with your agent, assign the agent and office to the contact.

 Above is a sample of a buyer and seller contact entered for a transaction on North Grant Street. The name and contact information must be complete as well as there should be an agent assigned if the company had that side of the transaction.

For each contact, key information on the “Contact Information” tab should be entered.

Also, move to the “Misc. Information” tab for in-house contacts and assign the agent and office. This will enable the program to print seller and buyer reports and labels by offices selected and by agents selected.

When the agent and office are not assigned as shown above for all of your transaction contacts, it can be a time consuming task to edit all past data to assign them.

To help, a new Tool “Assign Seller and Buyer Agents” has been added.  This command will find all in-house sellers and buyers in your transactions who have not had an agent assigned.

Then, the program will assign as follows:

·    If the contact is a seller and the company has listing agent(s) in the commission split area, the first list side agent will be assigned to that seller.

·    If the contact is a buyer and the company has selling agent(s) in the commission split area, the first sell side agent will be assigned to that buyer.

Before running the new tool, it is best to make sure no other users are in REAL/Easy.

As the program is working to find unassigned in-house sellers and buyers and assign the agents to them, the above small “bar” will be displayed.

At completion, the message above will be displayed showing the number of records that were updated.  This means all buyer – seller, CRM, and Label printing reports are ready to assist follow-up and marketing efforts.

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