1. Client Tags
Create tags that reflect your clients’ preferences. For example, “Patty’s Picks” can group homes Patty loves so you can share a curated set of listings with her.
2. Property Watchlist
Use tags to identify properties on your radar, even if they are not yet listed. Turn on alerts to get notified when they become available.
3. Organizational Tags
Group listings by location, price range, or property features. This helps you stay organized and share tailored results more efficiently.
4. Collaborative Tags
Assign properties to teammates through shared tags. This keeps responsibilities clear and supports even workload distribution.
5. Status Tags
Track listing progress by tagging homes with labels like “Under Contract” or “Pending Follow Up.” This makes it easy to monitor property stages.
6. Investment Tags
Highlight investor focused opportunities. Tags like “Fixer Upper Finds” or “Turnkey Investments” help you quickly surface properties for your investor clients.
7. Marketing Tags
Tag listings that are part of specific marketing campaigns. This creates a clear way to track performance and keep campaigns organized.
8. Open House Tags
Use tags to organize upcoming open houses. This gives you fast access to scheduled properties and makes sharing with buyers simple.
9. Price Alert Tags
Tag listings with price reductions so you can spot opportunities for cost conscious clients right away.
10. New to Market Tags
Stay ahead of new listings by tagging homes as they appear on the market. This supports fast, proactive outreach to clients.
Tips and Best Practices
Keep tag names short, clear, and easy to scan (e.g. client's name or neighborhood).
Remember tag alerts are automatically turned when created. Navigate to your Tags page, to manage your alerts.
Review and clean up old tags regularly.
Alerts are enabled automatically for new tags. Go to your Tags page to review or change your alert settings.