When working with Movoto, we ask that you log into your Movoto Dashboard and provide us with updates about how your relationships are progressing with each client.
New referrals require an initial update within 1-week post-introduction.
After that, referrals require an update every 4 weeks (monthly updates). Notes do not qualify as updates.
Making your First Update in the Movoto Agent Dashboard
New customers will be displayed with their name and a "New" label underneath.
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Click Update.
You’ll then be asked whether you can help nurture the customer. Select the appropriate status and complete the required information.
Making a New Update in the Movoto Agent Dashboard
If a customer is in need of an update, they will have an "Update" button to the right of their name after you log in. There will also be a countdown below their name, letting you know how long you have to provide a status update before the referral goes Inactive.
Click Update.
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Select the appropriate status and complete the required information.
If you select "Another update," this screen will appear. Choose the appropriate status and complete the required information.
Updates to current offers or listings
Any current or closed offers or listings will appear in the first update screen. Click on "Update Details" to change the status or edit any information.
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Updating from the referral profile
If you have an update to make for a referral but they don't have an Update button in the dashboard, you can click on their name to open their profile. In the top right corner, you'll see an "Update" button.
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Note:
- All released leads no longer show in your profile, therefore do not need updating.
- All leads that you have closed and selected Transaction Completed within the dashboard will fall into the Closed tab and will no longer need additional updates. However, if you're helping with buying and selling - you will need to make sure that both are marked as closed before it will move into the Closed tab.