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InvestorLoft.com: How to Invite Your Clients to Join InvestorLoft
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InvestorLoft.com: How to Invite Your Clients to Join InvestorLoft

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View this tutorial to learn how to log into your InvestorLoft Professional Account and use the ReferSafe referral system to invite your clients and associates to join InvestorLoft. …

View this tutorial to learn how to log into your InvestorLoft Professional Account and use the ReferSafe referral system to invite your clients and associates to join InvestorLoft.

InvestorLoft's patent-pending ReferSafe technology is the first of its kind to allow real estate professionals to refer their clients to a site without fear of losing control of the relationship or commission. Learn more today at www.investorloft.com.

Published in: Real Estate, Technology, Design

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Transcript

  • 1. How to Refer Your Clients to InvestorLoft
  • 2. Log in to your InvestorLoft Account
  • 3. Method 1: Use InvestorLoft’s Built-In Invitation
  • 4. Edit Subject Line Enter your subject line
  • 5. Enter Email Addresses Enter up to 5 email addresses
  • 6. Custom Message Enter a custom message or use ours
  • 7. Send Your Message! Send your message!
  • 8. Reminder for Custom Messages InvestorLoft’s email is pre-populated with your ReferSafe code. If you use your own message, make sure your ReferSafe link and code are correct!
  • 9. Method 2: Use Your ReferSafe  Code in Your Own Email Program Click View ReferSafe Code
  • 10. Copy Signup or Search Code Copy this link to share your exclusive Signup page
  • 11. Copy Signup or Search Code Copy this link to share a Search page sponsored by you
  • 12. Copy Signup or Search Code Agents/Brokers: Copy this link to share a page that shows only YOUR listings on InvestorLoft
  • 13. Paste Your Link into Any Email Program
  • 14. Method 3: Use Code and Link to the InvestorLoft Home Page Select your ReferSafe code
  • 15.
    • Visit www.investorloft.com and register using my referral code BLOG9.
    • Best for printed material
    • Write it on the back of your business card
    • Great for phone conversations!
    Method 3: Use Code and Link to the InvestorLoft Home Page
  • 16. Additional Questions? Contact Professional Services at [email_address]