Tip of the Week — Client Pre-Approved Check Box & Categories
In today’s aggressive housing market, your buying clients will be one step ahead of the competition if they get pre-approved for a mortgage before they begin house hunting.
Don’t forget you can better organized with your clients in Matrix by checking the “Mortgage Pre-Approved” check box – this will indicate which of your clients are already pre-approved for a mortgage. Other NorthstarMLS users can also see if your client’s auto email is in their reverse prospecting list.
Additionally, you can sort your contacts by Categories — Buyer, Seller, Friend, Prospect or create your own Custom category. The video below shows you how to do both in just over two minutes!
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