Connection Statuses – and How to Work Them

In your Experts dashboard, you can keep track of each connection and where they are in their journey toward homeownership by giving them a Connection Status. Knowing what each status means is important – and so is knowing how to work them.

The Connection Statuses and definitions are as follows:

• New Connection – New connection, not yet in communication
• Attempted Contact – Attempting to get in contact with the client
• In Communication – Engaged in active dialogue with the client
• Appointment Set – Confirmed a time to meet with the client
• Showing Homes – Met with client to show properties
• Submitting Offers – Preparing or submitted at least one offer
• Contract Out – Offer accepted, waiting on counter-sign
• In Contract – Offer accepted and contract counter-signed
• Sale Closed – Closing complete
• Nurture – Client not ready to move forward on a purchase within next six months
• Rejected By Client – Client isn’t interested in working together
• Unresponsive – Seven days without a response from the client

PREVIEW:

New Connection

Conduct initial outreach using the 3-7-10-2 plan. From there, based on your interactions, move the connection to the appropriate status.

In Communication

Look for opportunities to book the initial appointment, utilizing ALM. Is there new inventory? Different neighborhoods the client is interested in?

Appointment Set

Text to confirm the appointment two days prior. Look for other properties to show to give perspective and extend your time together.

Showing Homes

Keep these connections warm by updating them on their saved searches, sending market reports and maintaining an active showing schedule.

Submitting Offers

Set realistic expectations and provide information on the state of the market, the nuances of the building, etc.

Nurture

Send personalized outreaches via call, text and/or email. Pair this with passive follow-up – drip campaigns, newsletters, market reports, etc.

Unresponsive

Leverage text scripts and refresh your messaging. If you’ve been primarily calling, try text. If you’ve been emailing a lot, try calling.