Adding a Property Alert

Adding a Property Alert

This file will guide you through the steps of creating a property alert for a buyer.  Property alerts are a great way to always keep clients up to date with properties that match their criteria. Arosoftware also has Auto Property Alerts that can automatically send an email or SMS (depending on what you have set up) anytime a new property is made available, to any buyers that have a property alert that matches that property's criteria. 

Adding a Property Alert for a Contact

  1. Search and select the contact you are adding an alert for.
  2. In the contact profile click either:
    1. On the red plus button in the top right and then on Property Alert
    2. On Property Alerts on the left and then on the green Add Property Alert button on the right.
  1. The following will then open. You can use the Auto Fill field to choose a property in your database that the buyer enquired about. This will fill the form in with the characteristics of that property which can then be edited (if needed).  
  • Once you select a property type further fields will appear
  • Enter the Category
    • Use the Grey and White plus button to enter more than 1 category (e.g. Unit, Apartment, Townhouse & Villa)
  • There are required fields that will need to be completed before you can save the buyer enquiry form, refer to the checklist on the right for these fields
  • This form has 5 sections of information that you can complete in tabs on the left; The Essentials, Contact Details, Property Details, Extra Info and Auto Alerts
  • Everything that has the bell against it is a field that is used for buyer matching
  • Just be aware that sometimes if you put in too much specific detail you might miss a property matching that would be worthwhile sending to the buyer
Info
It is highly advisable to set a realistic valid "from and to" price range on a property alert form. If a client has $400,000 to spend we advise you set your price range from $399,000 to $401,000. Our system automatically matches properties 10% either side of the requested value you enter.
  1. You can control the % leeway you wish (management users only) simply by going to the Set Up Menu > Global Settings
  1. Scroll down to Buyer Match Leeway
  2. Set % then save

The reason we do that is so a client does not miss out on a property that is slightly below or above their buying amount. It's important to let the client know our system matches this way and they are aware they will get properties just below their price range and just above it. A client can get very annoyed if does not exactly match their realistic $ amount.

Auto Alerts

There is an optional Enable Auto Alerts box that can be ticked. This tick box enables the software to automatically send an email or SMS (depending on what you have set up) anytime a new property is made available, to any buyers that have a property alert that matches that property's criteria.

Team members can also be set up to receive a notification that a new listing has been added that matches their client's property alert (Team Member notifications can be edited within Team Member Settings).
Info
Residential Property Alerts match on the following: Price, Suburb/s, Beds, Baths, Property Type, Category, Land Size (floor area on commercial only)
You can have multiple Property Alerts for one contact. Once an alert has been set up, you can view their matching listings by clicking on the magnifying glass next to their alert here: