My Account Settings
- My Contact Info
Control Basic Account Info
Name: Sean Murphy
eMail: sm@test.com
Phone: 123.123.1234
Address: 2 Main St
City: Cambridge
State: MA
Zip Code: 02472
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- My Company
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My Account Subscription:
Email Contacts
Direct Mail Contacts
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Gold (includes xxxxx)
Silver (includes xxxx)
Platinum (includes xxxx)
Company: ACE Corp
Address: 1 Main St
City: Cambridge
State: MA
Zip Code: 02472
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- My Role
Edit or view roles based on your authority
My Saved Roles/Personas:
Investor
Subordinate Persona 1
Subordinate Persona 2
Developer
Subordinate Persona 1
Subordinate Persona 2
Subordinate 2a Requires Upgrade
Subordinate 3 Requires Upgrade
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Roles:
Broker
Lender
Appraisers
Additional Users
- My Search Preferences
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Saved Searched Preferences:
Seattle 20 Last Updated: 3/10/21
Update
Persona: Investor
Property Status: Unlisted, For Sale
Influencers: New Business, Opportunity Zone, PPP, New Business License,
Price Range: $1-$2,500,000
Location:
Metro Area: Seattle Metro
Zip Code: 02472 plus 20 miles
State: WA
Boston 50 Last Updated: 3/12/21
Update
Persona: Developer
Property Status: Unlisted, For Sale
Influencers: New Business, Opportunity Zone, PPP, New Business License,
Price Range: $1-$2,500,000
Location:
Metro Area: Boston plus 50 miles
Zip Code: 02472 plus 50 mile
State: MA
- My EMail Templates
Default Template Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Template 1 - for Owner Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Template 2 - for Owner Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Create a New eMail Template
- My Default SMS/Text Message Template
Default Template Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Template 1 - For Owner Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Template 2 - For Owner Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Create a New SMS Message Template
- My USPS Direct Mailer Template
Default Mailer Template Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Template 1 - For Owner Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Template 1 - For Owner Update
Dear <Property Owner>
I am interested in property <Property Name>
Blah Blah Blah
Warm Regards
<User>
Create a New Mailer Template
- My Contacts
Contact Actions or open a Specialty Page
Title, Property. Last Contact, Status
Contact Name 1 , Owner, property , Current
Contact Name 1a
Contact Name 1b
Contact Name 2
Contact Name 3
Contact Name 4
Contact Name 5
Contact Name 6
ContactName 7
- My Properties
Direct Access to Properties or
Open a specialty Page
Property, Owner, Last Viewed, SearchName
Building Name: 1216 Building
1216 50th St SE, Everett, WA 98203
Building Name: Moltissimo Building
0223 NE 10th St, Bellevue, WA 98004
- My Analytics
CRE Crystal Ball wCRE Algorithms (upsell info)
Doesn't Need to be included
Properties Ratings
Green/Green Space
Opportunity Zones
COVID
Re-Purposing Property
Urban Planning
Days on Market
Price Paid
xxxxxxx
xxxxxx
- My Communities
Dynamic Internal Communities and User Groups
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Private and Public User Groups
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