Activating AutoPilot

How do I activate AutoPilot?

Loan officers have the ability to activate AutoPilot. By activating AutoPilot, whenever a new listing is found for an agent, ListReports® automatically generates the marketing materials for both the loan officer and the agent in our system.

As a loan officer, activate AutoPilot by following these steps:

  1. Click on the Settings tab in the left-hand navigation menu.
  2. Click on the Automation tab.
  3. Toggle AutoPilot on.
  4. A window will then appear. Click I Certify This to activate AutoPilot.

 

 

 

Helpful tip: Make sure to keep your profile information up to date as marketing kits will now be created automatically with your co-branding. 

 

Still need help or have questions? Submit a ticket here.

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