Integration Description: Wise Agent is partnered with Revaluate so members can push leads from wise agent into revaluate so they can view “move scores” on their leads/potential buyers. Move scores are generated through revaluate by gathering information from a lead’s email and search government and public records, social media sites, and other online searches that would indicate the likelihood of a lead to buy a home. This will help members target their leads more efficiently and increase the chances of closing on a home.

How to activate:

  1. Login to your Wise Agent Account

  2. Click on the “Integrations” from the side navigation bar and then on the "Settings" tab

  3. On the right hand side click on the “Revaluate” option

  4. On the Revaluate section you can choose to create a new account by entering your desired email address and then clicking on the “Sign Up for Revaluate” button. (note: once you register through wise agent, revaluate will send you an email with your login information for their dashboard and a link  to create a new password)

Once you have activated Revaluate on the integrations page, you will need to update your billing:

  1. To update the billing click on the “Gear” drop-down and then on the “Billing” tab

  2. On the billing page, you will be able to see a list of charges under your subscription

  3. On the bottom right corner there will be a section that reads “One Time Charge”; this number will be a prorated amount calculated by the number of days left in your billing cycle.

  4. In order to start using Revaluate instantly you will need to click on the green “Pay Now” button.

  5. Once you have paid the prorated amount, any future payments for Revaluate will just be including to your monthly bill, which will be an additional $74 for every 1000 contacts added to Revaluate.

Add/Remove  Contacts from Wise Agent to Revaluate (Contact List):

  1. Click on Contacts from the side navigation bar and the Contact List tab

  2. From the contact list page check off the box next to the client’s name you wish to push over to revaluate or click on the select on button from a specific category

  3. Scroll to the top of your contact list page and click on the “actions” drop down menu

  4. On the Actions drop down scroll to the bottom and click on the “Add to Revaluate” option...If you are wanting to remove contacts from Revaluate, click on the “Remove from Revaluate” option.

  5. The page will reload and say “Revaluate” at the top; click on the “add to revaluate” tab

  6. A prompt will pop-up with the number of successful leads that have pushed over into Revaluate

Pushing Contacts into Revaluate (Contact Summary Page):

  1. From the contact list page click on a specific contact’s name to open their Contact Summary Page

  2. On the Contact Summary page, click on the the blue “Actions” drop down at the op of the page and select the “Add to Revaluate” option.

  3. Once you’ve added the contact a prompt will appear saying the contact has successfully upload and then the page will reload.

You should be able to see your contact's move score in Wise Agent on the contact summary page within 24 hours of adding them to Revaluate