Wise Agent understands that in today's fast-paced market, you must do everything you can to set yourself apart from other real estate professionals. That's why we are always looking for new ways to help our members raise the bar when it comes to offering tools and resources for consumers looking to buy or sell a home. Now, you can create more value for your seller leads by instantly generating talking points, and offering instant value by using the new iList and Wise Agent integration.
ilist is one of the most powerful seller focused, listing platforms in real estate. Here are some of the most frequently asked questions about iList and the Wise Agent integration.
What is iList?
iList is a seller-focused platform designed to help agents engage with more seller leads by offering it's members strategic features to stand out.
How much does iList cost and are there any contracts required?
iList is available for the low rate of $99 per month. With this, you will get an unlimited number of cash offers, home valuations and more! Best of all, there are no annual or monthly commitments. If you find that the iList product is not working for you, simply cancel your subscription at any time!
What features are available through iList?
iList offers a wide variety of seller focused features, shown to help deliver instant results and promote talking points between you and your leads. Here's a breakdown of the existing features available through iList:
- Instant interactive home valuations
- Multiple cash offers
- Custom listing options
- Seller dashboards
- Email/SMS automation
- QR Codes
- Lead Capture
- CRM & IDX Website integrations
Does iList work with my Wise Agent CRM?
Yes! We have partnered with iList to offer an exclusive integration between our systems. Whether you wish to create emails to send to your leads with your unique iList Cash Offer or Home Valuation link as an email blast, add your iList subdomain to your email signature, or access the leads that have requested more information, setting up the iList integration is a quick two-step process that can be done in minutes. Click here for more details on how to set up the iList and Wise Agent CRM integration.
How can I register to use iList?
Click the Sign Up button located within your Integration Settings within the Wise Agent CRM. A notification will be sent to our billing team to get your account updated. Once you have confirmed the monthly $99 fee has been added to your account, you will receive a link for you to register. For assistance with completing your registration, please reach out to the Wise Agent support team, available 24/7.
What information is needed to register?
To complete the registration form you will need to provide your first and last name, email address, a valid mobile phone number, a unique password, and your business name and subdomain. (Subdomains are used to create your unique home valuation and cash offer links and will be publicly facing.)
I have updated my monthly invoice and received the registration link to sign up. What should I use for my business name and subdomain?
We recommend using the business name tied to your Real Estate business or brokerage for both your business name and subdomain. (NOTE: Subdomains can be changed but once updated any existing links that have been shared to your leads will no longer work. Be sure that when registering you select a subdomain that you intend to use permanently to avoid any issues in the future.)
I've registered and now have access to my iList dashboard, is there an onboarding process or get started tutorial to make sure I am set up properly? how do I set up the Wise Agent CRM integration?
Yes! Upon completing the registration you should automatically receive an email from the onboarding team offering for you to schedule a onboarding call. If you have not received the email you can also click Join Onboarding Call within your iList dashboard to select from the list of available calendar appointments.
How can I set up the Wise Agent CRM integration?
Once you've completed the registration and gained access to your iList dashboard, you should be prompted to schedule an onboarding call during which you will be walked through how to complete this integration. If you prefer you can also set up the integration in a few quick easy steps by following the instructions outlined here. If you still need assistance please feel free to contact the Wise Agent support team 24/7, or connect with iList support!
I have an IDX Home Search Website, how can I set up that integration?
The iList team will set up your website for you! Simply click Add Your Personal Website and complete the form. From there the iList support team will connect with you to get your iList widget added to your site.
I've completed the iList integration with Wise Agent, will every lead that requests a home valuation or cash offer be added to my Wise Agent CRM?
Yes. Once your iList integration has been set up, any lead, or potential lead that fills out the form for more information on a Home Valuation or Cash Offer will automatically be added to your Wise Agent contact list.
What information is sent to my Wise Agent CRM when a lead is created?
The contact created in your Wise Agent dashboard will include the contact details, such as name, email address, phone number, and addresses. In addition to the basic contact information, you will also receive any applicable notes including property details, including number of bedrooms/bathrooms, square footage, valuation estimates, cash offer amounts, and any other miscellaneous property details. A personalized link will also be added for any valuations and cash offers within the contact notes.
If a lead creates a request for a Home Valuation/Cash Offer, will I have the ability to view the information generated?
This information will be made available in your iList dashboard as well as within the Wise Agent dashboard. A personalized link will also be added to the Wise Agent contact record. So, at any time you can access that information or resend it to your lead as necessary.
Is there an easy way to determine which leads have requested a Home Valuation or Cash Offer?
Each lead created will have a category added to the Wise Agent contact record in addition to a unique source name. You will also have access to your own personal iList dashboard as soon as you sign up where you can see a full list of every lead/visitor updated in real time.
Will my home valuation/cash offer links be added to my Wise Agent signature automatically?
No. You will need to manually add your personalized links to your Wise Agent signature. Click here for step-by-step instructions on how to add those links to your email signature.
Are the pre-built SMS/Email templates in iList compatible with my Wise Agent CRM?
Yes, upon selecting the Email Marketing/Database Engagement option in your iList dashboard, you can indicate which CRM you use and the templates that are generated can be copied and pasted right into your Wise Agent CRM. These emails are also designed to work with the existing placeholders in Wise Agent, so there is no need to make any adjustments. You can copy, paste, and send!
Is there anywhere I can go to view a demo of the iList features and how they work?
Yes! You can access a 10-minute demo by clicking here.
Does iList have a knowledgebase or help center I can visit for tips, tricks, and troubleshooting?
You can access the iList help center by visiting https://my.ilist.support/en
I've set up an iList integration but something does not seem to be working, is there a support team I can connect with for assistance?
You can reach out to the iList support team via email at support@ilist.com or you can log in to your iList dashboard and click the chat option in the bottom right section of your screen. From there you will have direct access to the support library, a chat support team, and the ability to record your screen while logged into your iList dashboard. Otherwise, feel free to connect with the Wise Agent support team 24/7 with any additional questions.