ListReports Knowledge Base > How do I request a marketing kit on my loan officer Dashboard?

How do I request a marketing kit on my loan officer Dashboard?

AutoPilot 

Step 1

On your ListReports® Elite Dashboard, head over to your Profile page. 

Step 2

From there, click the Notifications tab. Under AutoPilot, check the box to activate AutoPilot for your paired agents.

Step 3

That’s it! We’ll take care of the rest. When you activate AutoPilot, we automatically create a marketing kit for the agents you are paired with as soon as their listings hit the market.   
When the marketing kit is complete, you AND the agent will both be notified and have access to the materials on your respective accounts.


Manually creating marketing kits

Watch a video tutorial


Step 1

Submit any address in the United States from your ListReports® Dashboard.

Step 2

If it’s an active listing, you’ll receive a follow-up notification providing you with a 25+ piece marketing kit featuring the information and photographs from the property’s MLS listing within one business hour. If the property is not an active listing, you will still have access to the property’s neighborhood infographics, but not custom materials.

Note:

Make sure to fill out your Profile as you want it displayed on your marketing material, (including your photo.) This is the information that we use when we create your marketing kit.”

Step 3

When your marketing kit request is complete, you AND the agent will both be notified and have access to the materials on your respective accounts.

Need to edit a marketing kit? Learn more here.

Updated on September 1, 2020

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