Lecture Notes: RealScout's "What's Your Home Worth" Tool

Introduction

• RealScout Pro Launch: Introduction of home valuation capability.
• Multiple Tools: Sometimes offers different tools with similar functions.
• Property Snapshot: Existing tool for home valuation.

Accessing the "What's Your Home Worth" Page

• RealScout Dashboard: Navigate via the hamburger menu.
• Home Value Alerts Section: Access settings and customization.
• Settings: Key to ensuring the tool functions as desired.

Settings Overview

• Valuation Options:
  • Two main valuations: Atom Data Provider and Zestimate.
  • Option to show only price range, not exact numbers.
• Neighbor Area: Shows local listings and sales. Options include zip code or a one-mile radius.
• Alert Schedule: Default is monthly, customizable to quarterly.
• First Alert Delivery: Occurs one day after sign-up, then follows the set schedule.
• Nurture Program: Automatically enrolls clients for ongoing valuation alerts and market alerts.

Notifications

• Client Activity Alerts: Email notifications when clients view their home value dashboard.
• Customization: Option to disable email notifications and rely on dashboard alerts instead.

Capturing Leads

• Link Access: Found under "Capture Leads" in the dashboard.
• Promotion: Add link to email signatures, social media, or personal websites.

Client Interface

• Sign-Up Process: Requires property address and email for first-time users.
• Dashboard View: Shows valuations with options to request a professional estimate.
• Call to Action: Encourages contacting an agent for more detailed reports.

Agent Interface

• Agent Dashboard: Access to client interactions and home value views.
• Customization Per Client:
  • Adjust alert schedules and valuation ranges for individual clients.
  • Disable alerts as needed.

Conclusion

• Dashboard Notifications: Centralized alerts for efficient follow-up.
• Promotion Strategy: Widely distribute the home value link for lead generation.
• Support & Follow-Up: Encouragement to use the tool to enhance engagement and client relations.