Prospects Market Report: How to Add a Client to the Market Report

Prospects Market Report: How to Add a Client to the Market Report

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If you are a Calgary Realtor® and you are reading this training manual on Prospects Market Report, congratulations, you get to use this piece of software for free as part of your CREB dues.

If you are not in the Calgary board and are looking for a solution that offers a Market Report, check out Prospects or something like Top Producer.

Let’s get started.

Step 1: Where to Start

Head over to http://prospects.com/home/ and login using your CREB username and password (they are the same you would use to log into Matrix)

If you have never logged into Prospects then I would suggest you setup your account and include your brokerage, email signature, logo and your headshot as all of these items will become part of the market report that you send out.

Step 2: Setting up a Client

  1. Go to the top left hand side and choose Contacts
  2. Go to the left side bar and click on the add button
  3. Add your client’s contact information in full (this is also a CRM and a good place to store client information).
  4. Click on Save and Close
  5. Congratulations, you have just added your first client or prospect

Step 3: Set up the Market Report

  1. Go to the top of the page once again and click on Market Report
  2. Go to the left sidebar and click on the Add button
  3. Type in your client’s last name and go to the bottom of that box and hit Select and then Next
  4. Select whether the market report should include Detached, Attached or Apartment style homes
  5. Click on Search by Location
  6. You can now fill up to 6 different neighbourhoods into this report. Put the City on the left side and the neighbourhood on the right side
  7. Choose the dispatch date (try to send them all out on the same date, ideally the 1st of the month or right at the end of the month like the 30th)
  8. Once you have chosen the dispatch date, you can choose to send the market report right away or wait until the date that you have chosen.
  9. Click on Save and Close
  10. Congratulations, you have just added your first client to the monthly Market Report
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