Before reaching out to a client, we recommend previewing their report and checking their activity to better understand their position and level of engagement.
How to Preview a Client's Report
The steps are the same whether your client is a homeowner or a buyer:
Click on the client's name (in blue) anywhere in your account, or search for them under the Clients tab.
Click Preview Client Report.
Homeowners: Click their home address to open their Home Digest.
Buyers: Click Search to preview their Home Search experience. Note that some features are view-only in preview mode.
Click the Activity tab to review their engagement — what they've been opening, exploring, and clicking on.
What's Next
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.