The ToJi Team has been hard at work again, and we're happy to bring you an exciting new feature called Client Engagement!

What is it?

Client Engagement is the ability to analyze your clients response to published and shared reports.  Client Engagement gives you the ability to filter viable leads from curious home owners.

Why?

By having the ability to review how well each of your reports are performing, you can easily determine the clients who are simply curious about their homes value from those who are seriously interested in selling.

How?

Step #1: Publish and Share your reports

When you're viewing your property analysis report, simply click the "publish and share" button and share the report with your clients.  Sharing of CMA's is not currently available while the CMA functionality is in preview mode, but will be available soon.

Step #2: Review your Engagement

Review your current Engagement in real time by clicking Clients > Engagement to view several graphs which show the status of all of your reports.  The top three graphs break down all of your reports, how many are shared, and how many have been viewed.  

Under Customer Connections you can view how many reports where viewed over the past month.  This gives you a good indicator if some of your properties are currently spiking in views, or if you're maintaining a good pace.

Document Views is the truly valuable information when used to determine lead potential.  Using the above graph you can see that the 3rd, 4th and 5th property reports are viewed substantially more often than some of the others, meaning those clients keep coming back to look at the information you provided which might justify a follow up touch base.