Relitix is designed to enhance your real estate agent recruiting and retention efforts. Relitix focuses on providing valuable data insights to brokers and team leaders, empowering them to make data-driven decisions and optimize their agent management strategies.
To begin harnessing the power of Relitix within Wise Agent CRM, follow these steps to activate the integration: (you will need to contact Relitix support to obtain your account API key and the list of authorized MLS access on your account.)
- Login to your Wise Agent account
- Click on the Integrations option on the side navigation bar and then on "Settings"
- From the Integrations page, scroll down to the Relitix header and click on the "Contact Relitix Support" hyperlink.
- Once you have your Relitix API key, click on the green "Activate" button under the Relitix header. Plug in your API key and select your MLS sources. Then click on save.
Now that the Relitix integration is activated, you can seamlessly run agent searches and access valuable data insights without leaving your CRM. Here's how the integration works:
To access the Integration in Wise Agent go to the "Integrations" menu and select "Relitix."
From the main Relitix page, you will be able to Run Agent Searches. You can specify search parameters to find agents based on specific criteria. These criteria may include the agents' center of production location, production volume, switch risk, and more.
Once you click to run an agent search you will be redirected to a page where you can View Search Results. Relitix will generate a list of agents that match your search criteria. You can view detailed information about each agent, including their switch risk, rookie rating, and market metrics. Click here to view a list of metric definitions.
From the generated agent list you can import agents directly from the search results into your Wise Agent contact list by clicking on the green "import" button on the top right corner of the page. On the import modal, you can assign the selected contacts to a team member, add them to a category, and add them to drip campaigns for targeted outreach.
After you have imported new agent targets successfully into your Wise Agent contact list, you will be able to utilize advanced filters to refine your search results further. For example, you can filter agents based on their switch risk or search for agents by name or office.
On the Contact Summary page of your newly imported contacts, you will be able to view their Relitix data which is refreshed on the 15th of each month, ensuring that you always have access to the most up-to-date agent information.
If you are not a Relitix subscriber and would like to learn more about subscribing, please click here.