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When we launched our Client Listing Report feature back in March, we received rave reviews from agents. They loved being able to send their home seller clients a detailed and personalized report on how their home was doing on Trulia. It’s a great way to stay top of mind with the home seller. We also received some feedback from agents who wanted to automate the report. We listened to our real estate agent community and added automated weekly reporting.

After you log into your Trulia account, follow these steps to automate your sellers weekly reports:

Step 1: Click “Client Listing Reports” from the Quick links section

Step 2: Click the “Send now” button to send a report for your listings

Here you’ll be able to edit the recipients and frequency of the reports.

Step 3: Select the Email Weekly Check box

Enter the name and email address of your seller or sellers [you can add multiple recipients], copy yourself and select the “Email Weekly” check box.

Enter a personal message to your home seller.

See your Report:

and click “Send” when ready.

Step 4: You’ll receive a Thank You message.

Click the “Schedule Client Listing Report emails” link

Additionally:

We’ve made it very easy for any agents who have used the Client Listing Reports in the past to schedule it for all of their clients. With the click of a single link “Schedule reports for all”, they can now schedule their Client Listing Reports for all of their old contacts.

We hope you all like the new functionality. Please keep sending us your feature and product requests as we’re always looking for ways to improve your experience on Trulia.

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