How Trevy tells buyers from sellers

Trevy only sends homes for sale to people with a reason to want them. Before each follow-up email, it works out what the contact is after from Follow Up Boss (FUB) and their Trevy market report.

Buying

A contact is buying when they did something only a buyer does:

• asked about a home, saved a home, saved a search, or went to an open house
• carry a tag with the word buyer, buyers or buying, such as "Buyer" or "buyer-intent" ("buyer's agent" doesn't count)
• are in an open deal in a pipeline whose name includes "buyer"
• worked out a monthly payment on their market report's calculator

Browsing homes on your website counts too, except for sellers and past clients, who are usually checking what homes are worth.

Selling

A contact is selling when they have:

• a tag with the word seller, sellers or selling
• an open deal in a pipeline whose name includes "seller" or "listing"
• a Seller Inquiry in FUB (a Trevy market report's home-value form sends one)
• a lead source such as "home value", "valuation", "what's my home worth", "seller", "Homebot" or "CMA"

A contact who is both selling and buying is treated as moving, and gets everything a buyer gets.

Past clients

A stage that says past client, closed, sphere or sold (but not "lost"), or a closed deal, marks a past client. For them, only shopping they did after they bought counts, and a buyer tag doesn't count, since it often outlives the purchase. When Trevy has no date for the purchase, only shopping in the last 90 days counts.

Renters

A contact is renting when they carry a tag with renter, rental, tenant, lease or leasing, or when most of the homes they viewed were listed for rent or priced under $50,000 (land and mobile homes aside). Selling outranks renting, and so does a buyer tag or an open buyer deal.

In the business

A stage or a whole tag that names a real-estate role, such as Agent, Realtor, Lender, Loan Officer, Vendor, Escrow, Inspector, Appraiser or Referral Partner. This only applies when nothing says they're buying or selling: a lender who is buying still gets listings.

Anyone else is unknown, and Trevy asks rather than guesses.

What each group gets

• Buying or moving: every email in their flow, including listing alerts and offers to run comps on a home.
• Selling and past clients: a market update in place of each of those emails, when Trevy knows their city. Otherwise that email is skipped.
• Renters and unknown: in place of the first of those emails, one short email asking what they're after. Their reply goes to their agent. After that, market updates, when Trevy knows their city.
• In the business: no follow-up emails, timely emails or market reports, and they don't count toward your price. Trevy takes them out of their flows.

Other emails, like check-ins, go to every group except people in the business, written for what Trevy knows about them. The "Payment at the latest rate" timely email goes only to buyers.

Monthly market reports go to everyone you picked in every other group.

Whatever the group, a kind of email you've switched off on the Emails page isn't sent. A seller's market update in place of a listing alert follows the Market updates switch, not New listings. See How Trevy's emails work.

Steering it

Trevy works this out again before every email, so changes you make in FUB count from the next one.

• Tag a contact "Buyer" to mark them as buying. For a past client, put them in an open deal in a buyer pipeline instead.
• Tag a contact "Seller" to mark them as selling.
• Tag a contact "Lender", "Agent" or "Vendor" to stop their follow-up emails and market reports, as long as nothing says they're buying or selling.