Mobile AppExploring Properties
How to Setup Homeversary Follow-Ups on Mobile
Celebrate houseversaries every year without a miss
Automatically generate annual reminders to celebrate the anniversary of a client’s home purchase.
Steps:
- Open a contact’s profile and navigate to the Properties tab.
- Tap the Plus (+) icon next to Homes Closed.
- Enter the property address and the final sales price.
- Select the Closing Date from the calendar.
- Ensure the toggle for Follow up with Housiversary Each Year is turned ON.
- Tap Save Closed Property.
- Check your Follow Ups tab; you will see automated "Yearly" tasks scheduled for that date to remind you to call or text your client.