When adding a client to your address book – whether this is done in the address book directly, or when creating an auto hotsheet – the system prompts you to send an invitation to the client. This invitation asks the client to create their own client account on UtahRealEstate.com, and confirm a connection with you. Here is an example of the invitation email that is sent to a client:
As soon as you add a client to your address book and send an invitation, you can send your client property lists using Send Selections. However, the Auto Hotsheets are not sent until the client accepts the invitation and creates a client account on UtahRealEstate.
This can cause some confusion. This is because, while Auto Hotsheets are not sent to clients until they accept the invitation, a copy of the Auto Hotsheet emails are sent to the agent right away (from the very first time the auto hotsheet is set to run). Thus, it can seem like your clients are receiving a copy of the hotsheets when they are not. So, how can you be sure that your clients are receiving a copy of their Auto Hotsheets?
You can check the status of all of your invitations all in one place, on the Connections page. To access your connections page, click on My Profile, in the blue bar at the top of UtahRealEstate, then click on Connections.
Here you will find two sections. Under Connection, these are the clients with whom you have a confirmed connection. These clients will be sent the Auto Hotsheet emails, and you can click on their name in here to view the property lists that you have sent, as well as any favorites that your client has added.
Under Sent Invitations are the clients to whom you have sent an invitation, but who have not yet accepted the invitation or confirmed their connection with you. These clients will not be sent Auto Hotsheet emails. To resend a copy of the invitation to the client, click on Resend Invite under their name.
You can also see the status of the connection in your address book. This can be easier to look at one client at a time (instead of a potentially long list). To do this, click on Clients, and then Address Book.
Find your client in the list. If it says Profile to the right of the client, then your client has a connection with you, and will receive the auto hotsheets. If it says Pending, then the client has not yet accepted the invitation. To resend the invitation, put a check next to the client, click on View Details, and then click on Resend Invitation. If it says No, then you have not sent an invitation, or the connection was removed. You will need to click on View Details and send a new invitation.
We also have a recent Tech Tip with solutions to help clients connect here: Help clients to establish a connection on UtahRealEstate.com
You can find more information and guides to UtahRealEstate.com in our Tech Tips, Training Videos, and our Help section. We also have training classes available in person and online at Praedo.com (click on Continuing Education, and look for the UTRE free classes).
If you have any questions, or suggestions for future tips, please contact our Technical Support department at email@example.com, or by calling 1-800-236-1462, between 8am and 5:30pm, Monday through Friday. Thanks!