GeneralExploring Properties
How to Set Up Houseiversary Notifications
Be reminded of your contact's houseiversary always
How to Set Up Houseiversary Notifications
Celebrate your clients' home-buying milestones automatically. Setting up a Houseiversary ensures you receive a recurring annual reminder to reach out and maintain that relationship.
Phase 1: Logging the Closed Property
- Select Contact: Open the specific contact profile from your Contacts list.
- Navigate to Properties: Click the Properties tab within their profile.
- Add Listing: Click + Add Property and select Home Closed from the dropdown menu.
Phase 2: Activating the Reminder
- Enter Location: Fill out the Property Location fields, including the street address and zip code.
- Set Closing Date: Under the Closing Information section, select the date the home purchase was finalized.
- Toggle Notification: Ensure the Follow up with Houseiversary Each Year button is toggled to the "On" position.
- Finalize: Click Save Closed Property. The system will now generate an annual notification for this date.
Pro Tip: You can find all your upcoming Houseiversaries listed under the Coming Up tab in your central Follow-Ups dashboard.