Things to note
It is the responsibility of the agency to notify its agents that this feature has been turned on
If an agent has not claimed their profile, we will not send an automated request
This feature is available for vendors' review requests only
This feature is available for sales reviews only
This feature will currently send a review request for the lead agent only
Buyer review requests are automated, provided the buyer's email is included in the CRM data
Vendor requests are sent for the supporting agent only if they have Easy Reviews turned on.
Vendor details must be entered into the CRM or uploader accurately at the time of sale to ensure successful transmission to RateMyAgent.
Ensure that the "RateMyAgent" option is selected in your CRM portal when feeding the listings to platforms you are using and include the vendor details in the feed.
If you're part of the Harcourts network, our support team can give you the rundown on how your office's Easy Reviews is set up.
How does this work?
Agency will enter the following details into their CRM portal
1.1. Vendor full name: how this is entered is how this will appear on the review request
1.2. Vendor email
RMA will receive vendor details in the normal XML file
RMA will send Review Request once we received the sold data with your client details via your CRM.
If RMA has not received vendor details, an automatic Review Request will not be sent
If a Review Request has already been sent manually, we will not send another request, given that the client details are the same from the data we received from your CRM. If the email address where the manual request was sent does not match the email address we received from your CRM, we will send an automated request to the email address received from your CRM
Review Request flow (e.g., Reminders) is unchanged
Once the review is completed by the vendor, it will be live on RateMyAgent. This is true of a recommended and a non-recommended review
During sales processing in your CRM (e.g., VaultRE), ensure that the "RateMyAgent" checkbox is ticked to send vendor details.
Confirm that vendor details are entered accurately to avoid errors in the review request flow.
Best Practice: Easy Reviews - Client Data
How to enter your client data into your CRM/TMS to ensure it looks good on your review requests
If you are using the Automate Reviews feature, this means we are receiving your client data directly from your integrated CRM or TMS in order to send out your review requests.
This article will outline the best way to enter your client details in order for us to send your requests out to your clients.
We will send out the review request in the exact format that you have entered the client name into your database. We'll outline a few examples for you below.
Example 1 - Buyers/Sellers with different last names
Example 1 - Buyers/Sellers with different last names
If you enter it like this:
First Name | Last Name | Emails |
Ben & Jen | Evans & Smith |
We send it like this:
Hi Ben & Jen Evans & Smith,
What you should do:
First Name | Last Name | Emails |
Ben Evans & | Jen Smith |
How we send it:
Hi Ben Evans & Jen Smith,
Example 2 - Multiple Buyers and Sellers
Example 2 - Multiple Buyers and Sellers
We will send a request to 4 individual buyers (US) or sellers if you enter them on separate lines.
If you enter it like this:
First Name | Last Name | Emails |
Ben | Smith | |
Jen | Smith | |
Tim | Smith | |
Kay | Smith |
How we send it:
Email 1 - Hi Ben Smith,
Email 2 - Hi Jen Smith,
Email 3 - Hi Tim Smith,
Email 4 - Hi Kay Smith,
What you should do (if you'd only like one review from the whole group):
First Name | Last Name | Emails |
Ben, Jen, Tim & Kay | Smith |
How we send it:
Hi Ben, Jen, Tim & Kay Smith,
Frequently Asked Questions (FAQs)
Why are buyer details missing when requesting reviews?
CRMs or data feed providers can only send vendor details to RateMyAgent. Buyer details are not included in the integration and must be entered manually.
What should I do if buyer information appears under the vendor field?
This is not a system error. Correct the information by manually entering the buyer’s details in the Buyer section of the review request form.
Can I automate the inclusion of buyer details in RateMyAgent?
No, the current integration between CRMs and RateMyAgent does not support the automatic inclusion of buyer details. These must be added manually.