Multilink's Smart Office
MANAGING LEADS & BUYERS
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Multilink's Smart Office |
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MANAGING LEADS & BUYERS
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| Suggested procedures for managing Leads & Buyers and how Multilink's 'Smart Office' automates them. *Some of these processes are already included in Recurring Tasks |
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Lead Management Tasks |
When is it done? | Who does it? | Where in 'Multilink' is this task found? | How is it done? (view video) |
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Collect the 'Name & Mobile number’ of all leads received via Open Houses (OFIs) |
As Required | Sales Person | Stationery Cabinet | |
| Insert the OFI Leads into Multilink | After OFI | Sales Person | ||
| Send Enquiries to Sales People | Daily | PA | ||
| At the end of each day create a Leads (Not Qualified) list | Daily | PA |
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B002 |
| Email the 'Leads (Not Qualified) list to VPA (Virtual Personal Assistant) | Daily | PA | Outlook | B002 |
| VPA qualifies each ‘Lead’. (see ’qualifying script’) | Daily | VPA | Excel | R035a |
| After qualifying the ‘Leads’ the VPA emails the list back to PA with 'Notes' showing new information collected including Mortgage Referrals, Potential Sellers etc. | Daily | VPA | Outlook |
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| Upgrade each 'Lead (Not Qualified) to 'Buyer'. Also tag if they are 'Potential Sellers' (in your trading area), 'Potential Sellers' (outside your trading area), Potential Mortgages etc. | Daily | PA | R035 | |
| Refer any Lead who has a property to sell in another area to your Strategic Alliance Office in that area | Daily | PA | Research | |
| Refers any ‘Potential Mortgages’ to your Banker | Daily | PA | B004 |
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Buyer Management Tasks |
When is it done? | Who does it? | Where in 'Multilink' is this task found? | How is it done? (view video) |
| Match each new 'Buyer (New Matches) against your 'Current Listings' and/or 'Shared Listings' and send 'e-Brochures' of all ‘Matching’ properties or SMS the Buyers with Open House info | Daily | PA or Sales Person | B006 | |
| At the end of every day send a ‘Welcome’ email to all newly registered Buyers for that day. | Daily | PA |
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R008 |
| Send a ‘Congratulations’ email to Buyers who have purchased both Internally and from an External Agent. | As Required | PA |
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B007 |
| Email a ‘New Listing Catalogue’ and OFI Times to all Buyers. | Thursday | PA |
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B008 |
| Send a ‘Buyer Verification’ email enquiry to every buyer. To view a sample of a 'Buyer Verification' email - click here | Monthly | PA |
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B009 |
| Match each New Listing against your you Buyers database and send those Buyers an e-Brochure & SMS, inviting them to a 'Preview Open House' | New Listing | PA | B010 | |
| Send a ‘Homelink Newsletter’. | Monthly | PA |
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B011 |