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.
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
- Relevant content the homeowner will find with clicking through to the report
- For clients with the Loan Officer cobranded mortgage components turned on, emails will be cobranded to the attributed Loan Officer
Sample Agent Email:
Sample Agent - Loan Officer Cobranded Email:
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.
Clicking on the “Unsubscribe” button will unsubscribe the client from receiving the monthly report, as well as display as “Unsubscribed” with a yellow checkmark.
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
New Display
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:
- Onboarding Improvement: Automation of user permission settings
- Onboarding Improvement: Creation of a lender account for cobranding
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