Private Client Services™ (PCS) allows Agents to quickly and easily create private websites for clients, containing listings based on customized individualized searches.
Once PCS™ is set up, the client is automatically notified that new or changed listings are available and a link to their private website is provided by email. When the client has accessed the site and reviewed the listings, an automatic notification will be sent as any new listings are added or changes are made to the system. No additional notifications will be sent until the client has viewed the website.
MODULE 4A - Timeline
MODULE 4B - PCS™ Set up
MODULE 4C - PCS™ Search
MODULE 4D - Customize Settings
MODULE 4E - Client View
MODULE 4A - Timeline
Learn how to:
• Start a Timeline for a new Client
• Use the various features in the Client Timeline
• Turn a sent search into a PCS™ search with a single click
• Enable Clients to turn PCS™ on themselves through the Gateway
MODULE 4B - PCS™ Set up
Learn how to:
• Set up a new client in PCS™
• Choose the notification frequency
• Enter the search criteria
• Queue and release listings for a client
MODULE 4C - PCS™ Search
Learn how to:
• Set up an additional search for a client
• Delete a search for a client
• Activate a new search
• Deactivate a search
• Delete a client from PCS™
MODULE 4D - Customize Settings
Learn how to:
• Send an email to one or multiple clients
• Customize emails for all clients
• Customize emails for one client
• Resend login information to a client
MODULE 4E - Client View
Learn how to:
• Choose what client types to view
• Do a quick search for a client
• See what your client sees through PCS™
• Understand what the various symbols mean