Need More Help?
Check out / join the community. We have a Reddit page for Vestor Filter users to suggest new features and to help one another out. If you don’t see what …
How to set up and use the Roster
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 …
Dashboard 101
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) …
Site Manager Abilities – Automated Task Choices and Agent Task Creation
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 …
Step #5 Creating Tasks and setting up Automatic Task Management
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 …
Site Manager Abilities – Export CSV Leads, Edit Text and Email Campaigns
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 …
Best Practices for Success – Understand the POWER of VestorFilters™
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 …
Best Practices for Success – Sort, Tag, and Take Notes on All Users
If you add a lot of clients and generate a lot of new leads with a VestorFilter™ site, it is very important to keep track of all your active users. …
Best Practices for Success – Add a Lender to your Team
Our mortgage calculator is no joke, really good. The page comes with a nice section for your preferred lender to fill in a bio. Not only is this page really …
Best Practices for Success – Blogging
WordPress is already perhaps the best platform for any blog with tons of built-in SEO features. I’m sure you could find 10,000 articles on how to start a sucessful real …