You can not only perform a Buyer Match through the web version but also directly from the Vault app. This feature offers a quick and efficient way to market new listings to your contacts or produce a quick list of buyers whose requirements match the property.
Contents:
Step by step
1. Navigate into a property using the search bar or within the Properties menu
2. When in the property, tap on Buyer Match
3. This will then populate all potential buyers in your database that match the property (Based on their buy/rent requirements)
4. Here you have the option to tap on Select in the top right-hand corner to highlight all contacts > tap Bulk SMS or Bulk Email depending on what type of communication you would like to send
4. Create your SMS or email message or select an existing template
5. Once you are happy with the content, you can tap on Compose to SMS or email the selected recipients
The compose button will be unavailable if your message contains unsupported merge fields. To enable the send option, remove these unsupported merge fields.
Additional information
Bulk SMS & Bulk Email breakdown
When sending a Buyer Match from the Vault app, you can choose to send either a Bulk SMS or a Bulk Email. Here’s a breakdown of the available options for both methods:
MESSAGE – This section lets you create the SMS or email response for your Buyer Match. You can also tap Merge Fields to add contact and property details to your message.
SMS/Email Responses - Here, you can select and attach an existing SMS or email template to your message. You can also preview the selected response by tapping Tap to Preview, remove it by tapping the (X) symbol, create a copy to edit before sending or save it as a new template for future use by toggling Save as New Template.
Attach files - You can attach a file to your email or SMS by selecting files from the Filing Cabinet or the Attach Files tab of the property.
Send through MRI Vault CRM - The app will default to sending the response through your mobile device. However, you can toggle Send through VaultRE to send it via Vault instead of your device's default messaging.
If Send through MRI Vault CRM is toggled, each SMS/TXT sent will incur a charge.
Preview Electronic Table - Here, you can preview the Electronic Table for the property. You can also copy the link by tapping Copy Link, allowing you to paste and share it through other messaging services on your device.
RECIPIENTS - This will display the number of recipients matching the property. Tapping on a recipient allows you to select or deselect their contact numbers or emails, including any additional numbers or emails they may have.
The system will automatically deselect recipients who have unsubscribed.