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How to add or edit a note for my clients on a listing.

How to add or edit a note for my clients on a listing.

Learn how and the benefits of adding a note for your clients on listings.

From left to right. MLS® listing, Coming Soon listing and Exclusive listing.
From left to right. MLS® listing, Coming Soon listing and Exclusive listing.
Notes for clients can be added on MLS® or Coming Soon listings. You can’t add a note on Exclusive listings for your clients because they can’t view these listings. Keep in mind that clients will only see notes on Coming Soon listings when they are within their publicly allowable marketing period.

How to add a note for your clients?

From left to right. “A note for your clients” was tapped, then a note was added, saved and closed.
From left to right. “A note for your clients” was tapped, then a note was added, saved and closed.
On a listing detail page, tap the “A note for your clients” row, then tap “Save” in the top right corner to leave the edit mode. Finally, tap “Close” on the top left corner to return to the listing detail page. Once you left a note on a listing, your picture will appear on the “A note for your clients” row.

Benefits

A client received an alert because their agent left a note on a listing they liked. The alert was tapped, then the “A note from your agent” row was tapped.
A client received an alert because their agent left a note on a listing they liked. The alert was tapped, then the “A note from your agent” row was tapped.
Add key information for your clients
Only your clients can see a note you leave on a listing. When your clients like listings, they automatically receive alerts for status updates and if their agent left a note or guessed the price.
👉
Haven’t heard of “Guess the Price” before? Learn how to Guess the Price on a listing. (Coming Soon)
 
Take advantage of a time-sensitive opportunity
If your clients have “Matched Interest” for a Coming Soon listing, it’s your chance to add a note before the listing becomes public. It is crucial for neighbourhoods with low inventories or high demand. When a Coming Soon listing enters its first day of public marketing period, any consumers can see it and your clients will receive an alert stating that a new listing matched their Saved Search.
👉
Haven’t heard of “Matched Interest” before? Short introduction to Matched Interest.
 

How does it look when I left a note?

When you add a note for your clients, you will see your picture on the “A note for your clients” row. Your clients on the other hand, will only see a row named “A note from your agent” when there is a note. Take a look below to see the differences on a listing detail page.
Agent’s perspective. A listing without note on the left, and the same listing when the agent added a note on the right.
Agent’s perspective. A listing without note on the left, and the same listing when the agent added a note on the right.
Agent’s perspective
The row is named “A note for your clients”. It will always be shown and if you added a note, your picture will also be displayed on the row.
 
Client’s perspective. A listing without note on the left, and the same listing when the agent added a note on the right.
Client’s perspective. A listing without note on the left, and the same listing when the agent added a note on the right.
Client’s perspective
The row is named “A note from your agent” and will only be shown on a listing detail page when their agent left a note. The picture of the agent will also be shown on the row.
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