Description
Delivered every Monday, your Weekly Activity Summary highlights key activities, the most engaged clients, and reviews the latest activities—all in one quick view.
Details
Designed to help you catch all of the actions your clients are taking within their Home Report, this weekly email surfaces critical events, like changes to Readiness to Move scores, new personal messages, refinance interest and more. Understand which clients are finding the most value in Home Report, and reach out to offer your help on their next move. Click through on any of the information to see more details and follow up on your clients’ requests.
Where to Find It
You’ll receive this email every Monday as a recap of the previous week’s Home Report client activity.
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