Help Resources for the Support Team
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      Support Guide: EstateIQ

      Public Facing Article: Generate Custom Home Valuations with Estate IQ

      New EstateIQ lead: 


       

      How to Remove an Estate IQ Report from a lead

      1. Visit Lead in CRM and click Login as User


      2. Add /seller/estateiq/manageProperties to the end of the site domain to review the estateIQ results page (Example: www.website.com/seller/estateiq/manageProperties)
      3. Click View EstateIQ Report


      4. Click the 3 dots in the top-right corner, then click Edit Home Details
      5. Click Unclaim my Home


      6. Select Unclaim

      How to add an EstateIQ Report to a Lead

      1. Visit Lead in CRM and click Login as User

      2. Add /seller/estateiq/manageProperties to the end of the site domain to review the estateIQ results page (Example: www.website.com/seller/estateiq/manageProperties)
      3. Click + symbol, then click Claim Another Home

      4. Enter lead's property address then click Get Estimate
      5. Confirm property details then click Submit


      This will apply the report to the lead's profile, and immediately send the report email to the contact

      Example Estate IQ Email

      EstateIQ weekly snapshot Email

      Estate IQ Landing Page Example

      How to Update Branding Color

      Troubleshooting: Managing Large Logo in Email

      Troubleshooting: Emails coming via the wrong website

      Troubleshooting: Agent Assignment not working

       

       

      EstateIQ Estimate Email
      1. Subject Line
        Only the [Lead First Name] is editable and is pulled from the CRM.
      2. Logo
        This is the website's header logo. The only way to adjust this logo in the email is to update the logo on the website
      3. House Clipart
        This cannot be removed or adjusted
      4. View Your Full Report - Button
        This will direct them to their current EstateIQ Report
      5. Contact an Agent - Button
        This will direct them to their current EstateIQ Report
        To actually contact the agent they will need to scroll down to the bottom of the report and use this section:
      6. Logo
        This is the website's header logo. The only way to adjust this logo in the email is to update the logo on the website
      7. Company Name, Agent Name & Email
        To update "Company Name," navigate to MCP > Advanced Site Settings > Company Name.
        The Agent Name is the assigned agent for the lead, and the Agent Email is the primary email for that agent.
      8. Disclaimer
        This cannot be removed or adjusted

       

      EstateIQ weekly snapshot Email

      This does go out weekly and we cannot change the frequency

      Subject line: 

      Example: 94-370 Kaholo Street EstateIQ weekly snapshot - 6 recently sold in the area

      Formated as: [Address of property from EstateIQ Report] EstateIQ weekly snapshot - [Sold properties / Property changes]

       

       

       

      EstateIQ Landing Page

      This is found at www.DOMAIN.com/seller/homeestimate/default

      Please Note

      The previous valuation page located at www.DOMAIN.com/cma/property-valuation/ will redirect to the above automatically

      If the client has a custom valuation page created they will still load and function as previously but when the lead enters the address and clicks SUBMIT it will redirect to the EstateIQ process: 

      What can be changed on the EstateIQ Landing page? 

      Currently nothing. This does include the header photo. 

      Workarounds currently for this option would be to use a custom valuation page like above (recommended) or to revert back to the old valuation tool (not recommended). 

       

      Updating Branding Color

      Go the Website Settings off the client's website, then click Mobile App

      What items this change

      Landing Page

      Information Page:



      Sign-up Page:



      Changes on the actual valuation: 

       

      Troubleshooting: Large Logo on Emails

      The EstateIQ emails do not have a size dimension limit for the logo. It will display as the original image size of the file uploaded for the Header Logo. 

      The solution to this is to adjust the image size of the Header Logo. If the client is comfortable with this they can do so themselves. Or you can use https://www.iloveimg.com/resize-image to adjust the size (make sure to have "Maintain aspect ratio" check-marked so it does not skew the image). The EstateIQ emails are immediate so adjust the size, upload, and test. 

      Examples:

      Troubleshooting: Emails coming "via" the wrong website

      If a client states that the emails from EstateIQ are coming from "via searchhomesingta.com" (or possibly another site that is not theirs), this is currently a known issue that has been escalated to the devs. 

      Notify escalations and ask how they want the ticket assigned so it can be added to the story. 

      Examples of the issue: 

      From: George Bradie GeorgeBradie@www.agentinottawar.com via searchhomesingta.com

      Troubleshooting: Specific Agent Assignment not working

      Assign Leads to Specific Agents - Agent ID

      Currently, Agent ID assignment does not work with EstateIQ and there is a story in with the devs to resolve this issue, no current ETA. 

      Workaround options: 

      1. Revert to the legacy Home Valuation option - This is only a good option if they are using this feature often and it is a make-or-break feature on the platform.
      2. Directing leads to the Agent Landing Page to sign up and then direct to the EstateIQ page.