Precision Marketing for Mortgage - User Experience

1

Activate Your Account

Once you receive your email, activate your account. Click on the links to see how to get started, then log on to the Discovery Platform.

2

Go to the Marketplace

Once you are signed in, head to the Marketplace and scroll down to find the Home Shopper - Precision Marketing use case tile.

2

Select Home Shopper - Precision Marketing

“Learn more” will take you to the product page, with further details about the use case.

3

Format Your Portfolio

• If you are ready to import your portfolio, click on “Import New Customer File”.

• If you need an example of how to format your import file, under “Need help getting started?” click “Download”.

• If this is your first-time logging-in to Precision Marketing, you will arrive at the Portfolio import screen. If you need help, download a sample file for reference.

• Your import file MUST contain all 15 fields, but only the Reference ID, address, city, state, and zip code fields need to contain data to monitor that customer for home shopping activity.

• If you would like a home shopper’s contact information to exist within the Precision Marketing application, include their name, email, and/or phone number in your input file.

4

Name and Import Your Portfolio

Name your Portfolio and then import your file.

5

Adjust Your Filters

Precision Marketing checks the file and confirms that it is formatted correctly.

6

Validate your File

Precision Marketing confirms the customer addresses are accurate and validates the file.

7

Enriching your File

Precision Marketing enriches the import file with analytic insights and active home shopper activity.

8

In-Market Shoppers

• Once your portfolio has been imported you will arrive at this screen:

• You will see the number of customers that were imported (my customers), the number of active shoppers (shoppers), and be able to search by various geographies in the search bar.

• If you click on the “view details” tab on a shopper’s card you will see additional information about your home shoppers, including whether the home shopper’s current address is owner occupied.

9

Filtering your data

Filter results by using the search tools at the top of the In-Market Shoppers section. You can filter by geography, home shopping activity, contact status, or assignment. (Managers can use this to assign contacts to their employees to follow up on leads.)

10

Update Customer’s Status

You can update a customer’s contact status in their shopper card to inform colleagues when a shopper’s contact status changes.

11

Assign Leads

You can also assign a home shopper to your colleagues by clicking next to the “assigned” button. This helps manage and prioritize leads of active shoppers.

12

Customer Information

Learn more about your active home shoppers by selecting the “view details” button on a specific shopper card. This will reveal additional information such as:

• CLIP # for the property

• contact information

• the value of the current home

• property type

• purchase lender

• estimated equity

You can also learn when this customer began shopping for a home, when this customer most recently visited a home listed for sale, and where this customer is shopping for homes.

13

Export your list of Active Shoppers

You can export your list of active shoppers by clicking “More options” and then selecting “Export all shoppers”. This will download a CSV file with the information of all active home shoppers.