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“Can I tell you who to follow up with?”
If there is a specific client that the agent feels like would be a good person for our concierge to get in touch with to better position the agent based on recent contact or mailers/emails, etc, the agent should update the portal notes for that specific client and our concierge will reach out.
Why would an Active referral in the portal show XXX?
The agent made an update to a status in their portal of a passive referral, reflecting that they are following up or working with the client. This would upgrade this from a passive to an active. The contact details would still remind XX out
Why do you need my MLS number?
This allows us to see where you’ve sold homes before so we can make sure we maximize where you are eligible for referrals. This also allows us to pull across your total number of transactions in the last 12 months which helps dictate where you are ranked. If you don't have your MLS ID, you may not be eligible for ref…
How does an agent reset their password, or if they forgot their password?
Agent can go to the portal login page, and click on the “forgot password” link
How does SOLD.com know where Agents want to receive referrals?
It's important for the agent to have their MLS information on their profile filled out. This tells us where they’ve sold homes in the past. Additionally, they can add service zip codes to their profile of all the areas they are open to receiving referrals. Check out this video, and share with agents on how importa…
Does our portal integrate with other CRM’s?
We do not integrate with any other portals or CRMs today. The agent can add additional email addresses to their portal if they have a CRM that allows forwarding of notifications to happen. To do this they will log into
What are service zip codes?
It's completely free for an agent to join our network and be eligible for referrals. Service zip codes allow for agents to put their names on the list for zip codes where they are open to receiving referrals. Then they will be assigned a rank based on their performance. If they want to increase their rank in their se…
What does it mean to ‘boost’ a zip code?
Same thing as buying a zip code, sponsoring a zip code, SGD. Different ways to say the same thing. The agent will see the option to "boost a zip code" in their portal under service areas as pictured below. If they click the button it will take them to being able to self service purchase SGD
Why can an agent have a different ranking in each zip code?
They are ranked against other agents in the zip code so if there are less agents their rank could be lower in one zip code. Or if there are higher producing agents in one zip code they are compared against that could make their rank higher. They can see their ranking in the agent portal under service areas for eac…
Do you have an agent dashboard/portal?
Agents can access their : If you don't know your password, click the reset password link.
