VestorFilter™ websites can create incredible neighborhood or community pages complete with custom maps that update active properties for sale in real time (you could also show sold properties or pending properties if you MLS allows it). You can customize these maps to display any area you like and any property types for sale filtered however...Read More
Create a ticket. If you are logged into the site backend as a Site Manager, you’ll see a green chat button in the lower right-hand corner of your screen. Use this tool to create a ticket.Read More
The Roster is not your Agent’s login information, you can find your Agent’s login information under Agent Dashboard along with all of the registered users of the site. The Roster is the publicly displayed information of your Team or Brokerage on the site. Example below: Adding a New Agent to the Roster When you’re adding...Read More
Access the Main Dashboard After you’re logged in (for this article I’ll be logged as a Site Manager, as only Site Managers can see and do everything in the Dashboard) go to the name of the site on the top left and click the name to get the drop down dashboard link, then click it....Read More
Creating a single task When logged in as a Site Manager it is easy to assign one off tasks to your Agents. After navigating to the My Tasks tab, simply select an Agent on the drop down. After you do this, you can type in the name of any lead in the system (Subscriber). Note:...Read More
Manager level users can choose which auto tasks they’d like to run as default. This tab will tell you exactly what will happen in detail. Registered users are automatically set by the system to the New tag. Notice that the lead tags determine which automated follow-up tasks will run. If the tag is changed, all...Read More
There are five different user types on VestorFilter™ websites. Site Managers have the highest level of permissions and can access the WordPress Settings for the whole site which include a spot to export out all leads via CSV (comma separated value). Export Out all Leads CSV Keep in mind, with the setup of your website...Read More
Go window shopping, even if you’re not buying for yourself! You need to understand the abilities of the system so you can help your clients take advantage of it. Even though we created the VestorFilter™ system, we’re still learning new ways to apply it to benefit our clients. Example 1. Home buyers swarm like flies...Read More
