Table of Contents

Recently Active Contacts

Active contacts are engaged contacts - whether it's a new lead or a returning contact - and being able to see what recently active contacts are looking at allows you to follow-up quickly with relevant content. Here you'll learn how you can find recently active contacts in your system, as well as tips and scripts for a stellar follow up.

Website Activity Alert

You can receive text and email alerts when a contact is active on your website. These alerts include links that will log you into your system, so you can respond quickly, no matter where you are. Learn how to activate these alerts

Follow Up Tips & Tricks

New Buyer Lead - Option #1

Thank you for registering on my website.  You should have already received a welcome email with your login information, so you can see all properties directly from the MLS. Buying or selling a home can be an overwhelming process, so I’m here to help; if you have any questions at all, please don’t hesitate to ask. I look forward to helping you achieve your real estate goals!

New Buyer Lead - Option #2

Subject: Is this [First Name]?  It looks like home listings in the ________ area could be of interest to you. Did you find what you are looking for? Am I able to be of service? My name is _______ and I'm a local agent with ______.  If I can help in any way, please call/text/email me anytime...

New Seller Lead - Option #1

Subject: [Area] Home Value  Thank you for contacting me through I am in the process of gathering the information that you requested. In the meantime, feel free to view my website to find all the current MLS listings in the area at <WEBSITE URL>.  Here you can follow and save listings as they come on the market, as well as track home values in your area.  You'll be receiving an email with a login and password so you can access my website and view comparable home prices and market data, and I’ll be in touch shortly to provide the information you requested and answer any other questions you may have.

New Seller Lead - Option #2

Subject: [First Name]?   Hi there, I just received your request (via about the home in [AREA/CITY].  How can I help?  My name is _____ and I'm a realtor with _____.  I’ll be in touch shortly to provide the information you requested and answer any questions.  P.S. I’m going to send you an email with a login and password to my website, so you can browse up-to-date MLS listings, hassle free. Thank you!!

For leads, be sure to send their welcome email after sending your follow up email.

Viewed Listings

A contact’s viewing behavior can tell you a lot about them, including their timeline and what they may be looking for. Check to see what properties they viewed, and try to identify trends or patterns in their viewing history.

Send relevant listings, and setup a weekly or twice a week listing alert so they can automatically receive similar properties. If they already have an alert, let them know how to save searches on your website.

Subject: Hi [First Name]... Did you know you can save searches on my website? This will allow you to save your search criteria and run the search with one-click. Once you enter your search criteria, just click the Save Search button in the top right.  Then, to run your search to see any new properties that match your criteria, click on your name in the top right, and select Saved Searches. Then click Run to search for properties with your saved search filters. It’s that easy! And speaking of property searches, how's yours going? What are your top must-haves or deal-breakers?

Favorited a Listing

When a contact saves or favorites a listing, it’s a good indicator of their timeline. If they favorite multiple listings, try and identify patterns among them. Saving a listing is a great opportunity to engage with highly relevant content.

Provide details they can’t find online. For example, drive by the listing and take a few photos with your phone, or contact the listing agent to get more “off the record” details of the home.

Price Range Changed

A price change can indicate a pre-approval, so check to see if the price went up or down. Or, if the price range becomes more specific, it may mean they’re getting closer to taking the next step.

Send relevant listings in the new price range, and include information on the home buying process. If they have a listing alert, be sure to update it!

Search Area Changed

A drastic area change could indicate a life event (e.g. new job, child on the way, etc.), but a minor area change means they are getting further along their timeline, or they got pre-approved and switched to an area more appropriate for their price point.

Send relevant listings in the new area, and include information about the community or neighborhoods in the area. If they have a listing alert, be sure to update it!

Requested a CMA

Requesting a CMA often indicates a seller who is considering listing their home. It can also mean a buyer that likes a home and wanted to see how much the home would cost in today’s market. Either way, make no assumptions and provide the information they requested.

Research the property and provide a CMA with an estimated value of the property, with comparable listings. Don’t forget to follow-up with them after to see what they thought of your estimated value.

Subject: Your [Area] Home Evaluation I sent you a copy of the market value report that I worked up for you in the mail to be sure that you got a copy.  Have you received it yet?  What did you think of the market value? – A little high, too low?  If you have any additional information to share about the house that may impact the value I would be happy to revise it for you, just give me a call or send me an email.


When a contact unsubscribes from listing alerts or marketing emails, it could mean the content wasn’t relevant to them, or it was too frequent. Don’t take it personal, instead look at it as an opportunity to reach out.

You can still send them an email, so reach out and ask them why they unsubscribed, and offer to make adjustments. You might be surprised how often contacts will respond!

Subject: Did I miss the mark? I noticed you unsubscribed from my emails, and I just wanted to ask why?  Was I emailing you too often?  Or was the content not quite right?  Did I miss the mark?   Either way, I will be sure to stop sending you emails, however if you simply wanted different or less frequent information, please let me know, so I can tailor the content and timing to your needs.   In the meantime, feel free to visit my website for up-to-date listings and market info in your area.Thank you very much.

Sort by Last Activity

To sort by last activity, select Contact Last Activity. If needed, you can use the arrows to reverse the order of your sorted list.

Search by Recent Activity

To search for recently active contacts, select Recently Active under My Searches. Here you will see contacts that have been active in the last 7 days, as well as contacts that you have engaged with in the last 7 days.

You can also click View All Recently Active from your main dashboard too!

To filter contacts by the type of activity, click the Filters button. Here, under the Dates section, you can select the specific type of activity:

  • Last Contact: When you last reached out and noted the record
  • Contact Last Active: When the contact last engaged with you or your website

How did we do?

Create and Manage Groups

Market Insider Newsletter