Using Agent Insights (or, Lead Conversion)

Agent Insights is your lead generation, lead capture portal. You can contact every user directly in the app through their verified phone number and email! With one tap you can see:

• Which users were most recently in the app, and a list of all users.

• The views, favorites, shares and notes each user engages in!

• A users habits and behaviors, and easily share new listings with the valuable insights you gain.

Using Agent Insights

Converting Agent Insights Leads

Using Agent Insights 

Follow these steps to start using this feature:

Step 1 - Open your App

Step 2 - Tap the the top left menu button.

Step 3 - Tap Agent Insights. (Keep in mind, if you don’t see this tab you need to login as the admin, this is an agent-only feature).

Step 4 - Right away you'll see the five most recent users on your app. After that users are shown alphabetically. 

Step 5 - Tap each user and you’ll see a screen to contact the user, see what areas they are searching in and even tap to see Views and Favorites!

Converting Agent Insights Leads 

We often hear, "I have 19 users on my app, now what do I do?" - we are here to help! 

First, follow the steps here and learn how to see your leads/users/clients accounts in real-time.

Now you get to the fun part - A few things to keep in mind as you learn about converting leads with Agent Insights: 

• Within Agent Insights you'll see every user on your app. Some of these will be family, friends, past clients, current clients, etc., everyone who has downloaded the app, and created an account.
• Some names on your Agent Insights list may be leads (especially if you have a farm area app - or are a marketing rockstar.) Make sure you contact your leads! You now have their verified phone number, name, and email address, voila!

Here are a few ideas to get started:

• Put these users on an email campaign or email drip - send them a welcome email with information about the community, new listings, etc. 
• Give them a call! Introduce yourself, get to know them and what they are looking for and remind them of what value the app can bring them as they are searching (favoriting homes, accurate data, driving directions, writing notes that you can see, etc.)
• Do your research! Tap each users name to see what area they're searching in, what homes they've favorited, viewed, shared, etc. - draw conclusions about their criteria from these listings too. 
• Share listings with them - you've made the initial contact and have an idea of what they're looking for - now you can keep them engaged with you and the home search by sharing hand-picked listings via text. 

Check into Agent Insights often, be proactive and use this tool often to convert your leads and really know what your users are viewing, sharing and favoriting at all times!