HomeFinder Reports - Setup and Editing

HomeFinder Reports - Setup and Editing

HomeFinder reports send automated new listing emails to your clients based on their preferences. Follow the steps below to set up customized reports for your clients.

NOTE: Your contact must already be saved in your MyConnect account before you begin this process. You can add individual contacts by going to Contacts/Leads. If you need help uploading a full database of contacts into MyConnect, please email support@bhhsdrysdale.com for assistance.

How to Set up a New Report
  1. Log in to MyConnect
  2. Click Marketing > HomeFinder:



  3. Click + NEW to start the process of creating a new report



  4. On the screen, complete the required items:



    1. NAME: Enter a name for your report. This is for your reference only and should be easily identifiable (ex. Listings Alert for Joe Buyer - East Bay Condos)
    2. CRITERIA: Click EDIT to enter the requirements your client is looking for:



      1. Always choose the MLS first
      2. Scroll down the page to fill in the criteria you need to narrow the search
      3. Once finished, click OK  to return to the main screen
    3. CONTACT: Click Browse to select a recipient from the contacts you already have uploaded
    4. MAXIMUM NUMBER OF LISTINGS PER EMAIL: Select a reasonable number to keep clients informed but not overwhelmed
    5. COPY AGENT? Select whether or not you want to receive a copy of what your client sees. This is helpful if you are actively working with clients.
    6. EXPIRATION: This is for when your clients have a limited time to look at/for listings.
    7. EMAIL FREQUENCY:  Choose how often you want your clients to receive emails. Once a week is recommended
    8. PREVIEW: Once your criteria are set, you can preview the email to see what your client will see in their inbox
    9. SAVE & CLOSE: Once finished, click this button to save your settings and start sending reports.

How to Edit and Manage Existing Reports



Each report is saved individually to allow you to manage them for clients individually. Use the icons to access options:

  1.  Pencil icon: This icon allows you to edit the report. It will open the setup screen where you can change the criteria, frequency, and recipients
  2. Trashcan icon: Deletes the individual report. To delete multiple at a time, click the checkbox on the left to select them, then click the Delete button at the top
  3. Paper icon: This icon allows you to preview the report that was generated
  4. Envelope icon: This icon allows you to send or resend the report directly to your client
  5. Magnifying glass icon: This icon displays the activity about the report, when it was sent, and when it was opened. You will also see another magnifying glass icon which will show you a preview of what the client opened.


    • Related Articles

    • Create a Market Report

      This tutorial assumes you already have contacts imported or leads in your CRM Please know that Market Reports send out on the 7th of each month. If you create before the 7th, the client will receive two for the first month that report was started in. ...

    • NewHomeSource Pro - Account Setup

      FIRST: Set Up your NHS Pro Account Log into Resource Center Click on Drysdale Hub > Tools & Resources > New Home Source tile Hover your mouse over the upper right hand corner where it says “Welcome Yourname”. Click “My account”. Complete the profile. ...

    • Canon Printer - Agent Setup and Management Processes

      Logging into your Canon Portal: In your browser, type the printer's IP address into the address bar and hit Enter Admin Department ID: 765321 Pin: 7654321   Registering Agent Department ID and PIN Log into your Cannon Portal through preferred web ...

    • New Home Subdivision Sales in SkySlope

      There are 3 types of subdivision sales (SkySlope Checklists): Referral Only Buyer’s Agent – Major Subdivision (5 or more homes) Buyer’s Agent – Minor Subdivision (1-4 homes) The first thing that must be done is determine our agent’s role in the ...

    • New Credit Seasoning Time Frames - 4/4/2020

      Client's credit seasoning time requirements for home re-purchase eligibility bankruptcy, foreclosures, short-sales, and loan modification. IMPORTANT: Each product has its own credit requirement, application requirements, and approval process. ...