Kaitlyn Koplitz
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Articles
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What Does a Contact See When they Log In? [Next Gen]
Summary In addition to being able to view listings and information, contacts can create their own profile where they can save their searches, view market insights, and more. This information is, in...
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Agent Site Creation
Getting an agent started on your site is now easier than ever! We have streamlined the process so that you can now create and delete your agent's sites in a snap. Step by Step Creating a New Agent ...
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How to Validate Your Business Identity for Sending SMS Messages
SMS Carriers now require businesses to validate their identity to send SMS through applications like a CRM. Propertybase will register your business’ traffic on your behalf to ensure uninterrupted...
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Blog Posts; How to Create, Edit, and Delete [Next Gen]
Summary Blogs are a fantastic way to earn client business by providing industry knowledge. Please know that the Blog tab will only show if the Blog option is enabled. Step by Step admin > website t...
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Creating a Saved Search [Next Gen]
Summary Contacts can sign up on your website for daily email updates containing new or updated property listings that meet their search criteria. The email update search criteria they save can be v...
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Creating an Action Plan [Next Gen]
Summary An Action Plan is essentially a template for a course of Action an agent should follow after interacting with contacts and properties, or creating and closing deals. This template can inclu...
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Smart Lists
Summary Your Propertybase GO CRM can help you create and curate your lists in addition to manually loading contacts directly. How it Works: admin > marketing tab > list > create list > check Smar...
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CTA (Call to Action) Banners
How to Create CTA Banners Brokerages will now have the ability to create CTA sticky banner with multiple designs options and various website placement. Having this additional marketing tool will al...
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What's Your Home Worth? Home Valuation Tool
Summary: Want to drive clients to your site? A great way to do so is via our Home Valuation tool which will not only allow prospective sellers to get an idea about their home value but also lock in...
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Website Builder Homepage Designs [Next Gen]
Website Builder Homepage Designs Stay ahead of the curve with our cutting-edge designs! For our esteemed Super Theme clients, we have exciting updates in store: get ready for a multitude of new opt...