Navigate to the Clients tab to find the client you're looking for.
From the Clients tab, you can:
How to search for clients
To locate a client, use the search bar on the Clients tab. From there, you can search by name, home address, or email. Matching clients will appear in the list below.
How to sort your database
Each list under the Clients tab displays sortable columns relevant to that specific opportunity.
Opportunity List | Sortable Columns |
Ready for Refi | Estimated savings, Activity, Equity, Rate |
Just Listed | Listing status, Activity, Equity, Rate |
Likely to Buy | # of Activities, Equity, Rate |
Likely to Sell | Likely to sell score, Moving date, Equity, Rate |
High Equity | Equity amount, Activity, Equity %, Rate |
Highly Engaged | # of Activities, Equity, Rate |
All Clients | Likely to sell score, Equity, Rate |
How to filter your database
You can filter your database by client type (homeowners and buyers).
Step 1: Navigate to the Clients tab and select the All clients list
Step 2: Scroll down and click on Filter by
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.