How-To

What: Everyone should now be up and running on RealScout. If you haven’t finalized your registration, search your email for “RealScout” to locate the intro email with instructions. Otherwise, please contact: support@porchlightgroup.com.Now What: Once you’re on RealScout, be sure to migrate all of your active SearchLight searches! Download the instructions here. …

Don’t Forget to Migrate Your Searches to RealScout Read More »

What: RealScout has launched and training sessions were held last week. If you weren’t able to attend or still have a few questions, here’s some helpful information: Everyone should now be set up on RealScout! If you haven’t gone in and finalized your registration, search your email for “RealScout” and …

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What: To prevent waste, extra prints of monthly postcards will no longer be given out automatically. You must opt in to have a stack of 20 delivered to your agent mailbox.How is This Used: Postcards make great handouts and conversation starters at open houses—if you actually use them! Otherwise, they’re …

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What: You can now export client birthdays and home anniversaries from your CRM. It’s a great way to keep in touch, even increase referrals.Details: Here are just a few things you need to know. It will pull all contacts who have a birthdate or home anniversary date, but will not …

Exporting Important Dates From the CRM Read More »

What: New year, new goal. Once you’ve had the chance to meet with your Managing Broker to figure out your 2020 Goal-Setting, make sure you update your Connect2 goal to match! This is super simple to do. From your Connect2 homepage: 1. Click on in the Production YTD widget 2. …

Set Your 2020 Goals in Connect2 Read More »

How to Send a Virtual Postcard

How to Send a Virtual Postcard

What: Today, we share with you the step-by-step instructions to send out a Virtual Postcard. While it might have a fancy name, this is simply a way to add an image into the body of an email and send it to your CRM contacts.Why: You can use Virtual Postcards to send …

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