We're excited to bring you Easy Reviews 🎉
After you connect your TMS, we will automate seller and buyer review requests for you. Stay in control by setting yourself to the 48-hour delayed option (this is the default). To ensure that review requests are sent seamlessly, verify that your CRM provides accurate and complete vendor details and that the "Easy Reviews" feature is enabled in your RateMyAgent account settings.
We will not use your client data for purposes other than to send out your review requests. However, ensuring that vendor details are accurate and complete within your CRM is critical for automatic review requests.
Speak with our support team (hit the messenger icon on the lower right of your screen) if you have any questions or need any help with the setup.
You can choose whether you would like to send your requests Immediately or whether you would like a 48-hour delay.
The 48-hour delay option includes a notification before each request is sent, with the option to customize or cancel the request. Once this notification window closes, the review request process cannot be interrupted.
You can also create and save your own template, try to make this a generic (but still personable!) template as it will go out to everyone. These templates are set at the agent level, not the Team or Office.
Want more details? Here's the nitty-gritty:
Things to note: - Ensure vendor details in your CRM are accurate and fully synchronized with RateMyAgent for automatic review requests to work.
Verify that the "Easy Reviews" feature is enabled in your account settings to trigger automation.
This feature is currently available to Realty ONE Group agents, without needing to connect individual SkySlope accounts
This feature is currently available with Brokermint, DocuSign (eSign), DocuSign Transaction Rooms, Dotloop & SkySlope
If you're with another TMS, tell us here.
This feature is available for seller and buyer reviews
How does this work?
You will enter the following details into TMS 1.1. Seller/Buyer full name: how this is entered is how this will appear on the review request 1.2. Seller/Buyer email 1.3. Seller/Buyer cell
RMA will receive buyer/seller details via the TMS integrations
RMA will send Review Request once the property has been marked as sold (via TMS)
If RMA has not received seller/buyer details, a request will not be sent
If a Review Request has already been sent manually, we will not send another request
Review Request flow (e.g Reminders) is unchanged
Once the review is completed by the seller, it will be live on RateMyAgent. This is true of a recommended and not-recommended review8. If vendor details are missing or incorrectly mapped in the CRM, review requests will not be sent. Verify data integrity in your CRM.
If a review request has been archived, the recipient can still use the original review request email to submit their review.
Need more help? Chat with the team using the chat feature in the bottom right corner. We're here to assist you!🤩