Q1 2022 Release Notes

 

Of the product enhancements we released in Q1 2022, you will find the following.  Read on for greater detail of each item.

Loan Officer Co-Branding                                                               

New Monthly Report Email Template                                            

Google Events Tracking                                                                   

“Unsubscribe” is Now Available on the Dashboard!                    

Email Deliverability Improvement                                                 

Address Search Improvement: Multi-Units                                

Back-End Improvements                                                                 

 

Loan Officer Co-Branding

We’ve continued to evolve our Equity & Financial data product to now cobrand mortgage companies & their loan officers on the agent’s reports. Sample Page can be found here. 

  • 4 new lead capture forms included alongside of our new equity data
  • Forms are cobranded to the attributed loan officer for that agent
  • Leads are duly routed to both the agent & the loan officer

 

Now, your lender partner is getting more value with their sponsorship of our new financial data on the home valuation pages. Not only has the consumer lead capture & engagement increased, it also encourages agent + loan officer relationships.

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How to Enable: To enable our new financial data & lender cobranding, please reach out to your Account Manager for a quote.  



New Monthly Report Email Template

To keep our monthly reports more engaging & relevant for homeowners, we’ve updated our email template to include

  1. Relevant content the homeowner will find with clicking through to the report
  2. For clients with the Loan Officer cobranded mortgage components turned on, emails will be cobranded to the attributed Loan Officer

 

Sample Agent Email:

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Sample Agent - Loan Officer Cobranded Email:

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Google Events Tracking

We now have the ability to track events on our new Equity components via Google Analytics. This feature will give Buyside the ability to see what the end user is clicking on within the Equity components for each website. To get reporting on these numbers, please reach out to your Account Manager. 



“Unsubscribe” is Now Available on the Dashboard!

Users now have the ability to unsubscribe clients from receiving the monthly report in their “My Leads” tab. If a homeowner is subscribed to a Monthly Report,  there will be an “Unsubscribe” button that displays within the lead.

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Clicking on the “Unsubscribe” button will unsubscribe the client from receiving the monthly report, as well as display as “Unsubscribed” with a yellow checkmark. 

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Email Deliverability Improvement

To improve the deliverability of all emails coming from Buyside (both to agents & to consumers), the exclamation points (!) on the subject line  have been removed. Some email providers categorize exclamation points as SPAM, thus our reasoning for removing to ensure delivery. 

 

 

Address Search Improvement: Multi-Units

To improve the consumer experience when searching for an address at a property with multiple units, we are now hiding address entries missing unit information. 

 

Former Display

 

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New Display 

 

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Back-End Improvements

In addition to improvements our customers receive direct benefit of, we also have released several items to improve our team’s efficiency when supporting clients. These enhancements include:

  1. Onboarding Improvement: Automation of user permission settings
  2. Onboarding Improvement: Creation of a lender account for cobranding
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