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"Raindrops on roses and whiskers on kittens...." This holiday season, we're channeling our inner Julie Andrews and sharing a list of our favorite CINC features. This list of favorite features was curated by CINC employees who've helped thousands of agents across the US and Canada deploy CINC within their businesses. As you dive into CINC's many features, the list will allow you to capture new opportunities, identify your now and future buyers/sellers, nurture your database into repeat clients, and convert leads to close. Use these features to help build your 2023 pipeline and ensure Santa finds you on the nice list.
1) Behavioral Messages
Why Clients Should Use Behavioral Messages: Behavioral messages monitor your leads' activity. When they meet a behavior CINC has deemed as a signal they need to be communicated with, CINC will automatically text and email that lead on your behalf.
Pro Tip from Thomas Head: Using Behavioral Messages doesn't mean you shouldn't follow up with regular calls to your leads. Use your Saved Filter-P3 and call these leads. The leads in this filter are actively using/searching on your site and are still in the Attempted Contact pipeline stage.
2) Buyer Match Tool
Why Clients Should Use Buyer Match Tool: Clients can use the buyer match tool to add pocket listings before a listing presentation and share with the potential listing lead how many leads in their database match their home. They can also use the buyer match tool to message leads that match a specific listing.
Pro Tip from Samantha Ward: I like to tell clients to add a potential listing as a pocket listing and share with their potential listing lead the leads they already have in their database that would match their home.
3) CINC AI
Why Clients Should Use CINC AI: Realtors wear several hats throughout the day and are only sometimes available to respond to new leads as soon as they register. CINC AI's Alex gives agents the peace of mind of knowing that their leads are being followed up on promptly. Alex's open-ended questions allow the agent to understand the lead's decision-making factors and why they are making a home change in their lives.
Pro Tip from Ross Wheeler: Alex is a great way to help differentiate responsive leads from non-responsive ones. Once the agent can see that the lead is responding, the best practice would be to jump in and have that conversation themselves.
Pro Tip from Walker Eaton: Make sure agents are monitoring CINC AI notifications. I've had multiple clients lose sales because Alex said an agent would reach out, and the agent didn't follow up.
4) Switchboard Sarah
Why Clients Should Use Switchboard Sarah: Switchboard Sarah calls the assigned agent when a lead registers. This allows the agent to connect immediately with new leads. If the agent does not pick up the phone, Switchboard Sarah then routes the lead to the next agent assigned. The features help teams with accountability and response time by connecting agents to leads immediately.
Pro Tip from Hadley Smrekar: It keeps agents accountable and helps with response time!
Pro Tip from Patrick LeBlanc: Save your CINC number to a name/phrase that will grab your attention and remind you to answer the call. This is your moneymaker!
5) Saved Filters (P & F Filters)
Why Clients Should Use Saved Filters: The feature gives you quick access to your favorite leads lists. From the start, CINC builds out 7 Saved Filters: the P (prospect) & F (follow-up) Filters. Any agent can be incredibly successful by dialing the leads within these filters for 60 minutes per day and setting reminders for the leads who become Contacted. All you need is the determination to schedule the time into each day!
Pro Tip from Zach Harrison: ALWAYS have a reminder set for your Contacted leads. If you forget to set a reminder, check your F4 Filter! It will show you who you may have missed. Empty the P1 Filter by calling all of your New Leads through your CINC Agent App. Call the P2 leads every other day until you make contact. Look at the "Last Login" column for the P3 leads and make calls to those who are active.
6) CINC Agent CRM app
Why Clients Should Use CINC Agent CRM app: Real estate agents don't sit at a desk all day. Having the right technology that empowers them throughout the day is critical. It's easy to use yet robust to ensure agents never miss a beat. The CINC Agent app allows agents to access their database and prospect and leave notes directly on their phones.
Pro Tip from Ansley Preston: Don't have time to make calls today? Filter your dashboard to leads who have been on your site in the last week and who you last spoke to more than a month ago. Send a personalized mass text in 30 seconds.
7) CINC Dialer
Why Clients Should Use CINC Dialer: The CINC Dialer allows clients to dial more numbers per hour consistently. By making more phone calls, clients connect with more leads, which results in appointments that create income.
Pro Tip from Steve Murnin: Dial at least one hour per day with the right mindset and scripts. The results will be amazing.
Pro Tip from Jon Kemp: I advise my clients to start their day on the dialer and queue up every lead in their P1 and P2 filters. I also encourage them to create a filter for their most active leads and use the dialer to call these once a week.
8) Etta App
Why Clients Should Use the Etta app: The Etta app is an incredible resource for getting "stickier" leads/clients. Etta allows consumers to search for homes without every other agent in the area having access to their personal information. They can search for homes with the knowledge that their agent is the only person who knows they are searching.
Pro Tip from Wes Pitts: Make sure you are talking about the Etta app. It's a great tool and an easy way to generate contacts and leads on your own. Don't leave it up to the Welcome Email to be the only place your leads learn about it. And talk about it with your current clients, or people you meet while you're out and about too.
9) Lead Property Views
How Clients Should Use Lead Property Views: Activity views help pinpoint specific properties a lead likes if they aren't using the favorites icon. Creating a template you can use over and over will help facilitate engagement if you cannot discuss it with them via phone.
Pro Tip from Elliott Outlaw: Using the Activity option to view your clients' property views is another way to engage the lead when you notice they are looking at specific properties multiple times. Let's say you have a lead that has viewed a specific property 5, 10, 20 times. You should text or email the lead from the activity and tell them you received their "inquiry" for more information about that specific listing and would welcome the opportunity to hop on a call to discuss. You can create an email and text template to send your "fake" property info.
10) HomePulse
Why You Like It/How It Makes Client Money: HomePulse was designed not only as a home estimate tool, but also as a solution to nurture homeowners. Within the HomePulse experience, consumers stay more engaged on agent websites, receive valuable weekly and monthly emails, and have multiple calls to action to connect with the agent.
Pro Tip from Eddie Rodriguez: To learn more about HomePulse, access this Help article. Also, as you are putting together, your holiday campaigns, consider re-engaging old leads with a call to action to claim their home on HomePulse.
11) CINC Lead Dashboard
How Clients Should Use CINC Lead Dashboard: It can be overwhelming, but the Lead Dashboard is key to finding the money in your database. The sorting provides instant gratification on what's happening in your system. The dashboard further illustrates how having a complete system (search, CRM, & communication tools) all in one place is valuable.
Pro Tip from Jamie Quenzer: Starting a day and wondering who you should call? Dive into your dashboard, click the "Last Login" column, and filter Last Login Most Recent. You'll find leads in your database generated years ago that are still using your website to search for their dream home! This will show you the power of a sticky website. Call through this list of leads, and make sure to add reminders to help with future follow-up.
12) Generate a Link via Text to Saved Search
Why You Like It/How It Makes Clients Money: Property Alerts are the number #1 tool to keep engagement for those "just browsing" leads. Routinely check to see if they are being opened and if the search criteria is applicable.
Pro Tip from Elliott Outlaw: Do you have leads not opening your property alerts? Generate a link to text the lead the information. Let them know that you have been trying to send them listings tailored to them, but the email address is incorrect. Enter a CTA of reply to this text with a different email address, and I will create a tailored listing alert just for them.