When working with Houseful, we ask that you log into your Houseful Dashboard and provide us with updates about how your relationships are progressing with each client.
New referrals require an initial update within 1 week post-introduction.
After that, referrals require an update every 4 weeks. Notes do not qualify as updates.
If a customer is in need of an update, they will have a blue "Update" button to the right of their name when you log in. There will also be a countdown below their name, letting you know how long you have to provide a status update before the referral goes Inactive. Updates can be provided by clicking on the referral’s name and selecting “Update”, as well.
Click on the blue "Update" button.
The first screen asks if the client has any offer or listing activity that needs to be reported.
If your client has not made any offers / signed a listing agreement yet, select "No listing or offer activity". You'll then select when you're planning to follow up next and report the client's latest status.
This is where you also have the opportunity to let us know the customer is unresponsive, or you can release the lead.
If your client DOES have a listing agreement signed or has made an offer but there isn't any new activity, selecting "No listing or offer activity" is the only step. The following two screens won't appear for clients who are actively making offers or actively selling.
Report any NEW listings or buy offers by clicking one of these buttons.
Choose the appropriate status from the dropdown and fill in the required information.
Any current or closed offers or listings will appear in the first update screen. Click on "Update Details" to change the status or edit any information.
If you have an update to make for a referral but they don't have an Update button in the dashboard, you can click on their name to open their profile. In the top right corner, you'll see an "Update" button.
Note: