How to use the new digital reports?

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 ⚠️ Note: As some screenshots are not available in English, the French versions have been kept for clarity.

Introduction

To provide even more interactive and engaging materials, a new generation of digital reports is now available, accessible directly from your workspace.

In this article, we will guide you through how to use the new digital reports available in your Property Advisor tool.

Table of content

1. Benefits of the new version
2. How to use the new digital reports?
3. Overview of the new digital reports

1. Benefits of the new version

This new version of digital reports offers numerous advantages:

• Two versions tailored to your needs: one report designed to attract sellers and another to guide buyers in their decision-making.

• Accessible anywhere and easy to share: optimized for mobile, they can be sent with a single click via a simple link.

• An interactive and immersive experience: benefit from dynamic maps, filters, charts, and comparables for intuitive navigation.

• Stronger client engagement: integrated call-to-action buttons help generate more interactions and inquiries.

• Full customization: your logo, colors, and contact details are displayed on every page, ensuring the reports reflect your brand identity.

2. ​​How to use the new digital reports?

To create a digital report, click on the Share button in the top-right corner of the selected file.

A new window will open, allowing you to choose one of the export or sharing options.

• Step 1:
  Click on the option Share as a link.

• Step 2:
  Click on the Next button.

A Share as a link window opens, allowing you to select the template for the digital report.

• Step 3:
  Choose a template in the dropdown list.

• Step 4:
  Click on the Continue button to move on to the next step.

Your digital report opens.

3. ​​Overview of the new digital reports

The digital report is fully interactive and includes several features.

There are 2 templates available : for sellers (Vendeur) and for buyers (Acquéreur).

• Step 1:
  The digital report opens on the Our Property Valuation page, which displays the advisor’s contact details, property information, and its features.

Easily navigate through the different sections of the report by clicking on them.

• Step 2:
  Click on the second icon to access the Comparables section, which is fully interactive.

In the Similar Listings section, you can:

1. Select which listings to display: Active listings or Expired listings

2. Navigate the map to view nearby listings

3. Display all listings

4. Access the source of a listing directly

In the Comparable Transactions section, you can:

1. Navigate the map to view nearby listings

2. Display all listings

• Step 3:
  Click on the third icon to access the Market Trends section.

• Step 4:
  Click on the fourth icon to access the Amenities section.

• Step 5:
  Click on the fifth icon to access the Valuation section.

To share this digital report, click on the Share button.

A new window opens, allowing you to set the expiration period for the shared link.

• Step 1:
  Choose the link’s validity period from the available options.

• Step 2:
  Click on Create link button.

A new window opens, allowing you to Share Web page.

• Click on Copy the link button and paste it to share the digital report. The link can be sent via email, SMS, or other messaging platforms.

With this new version of digital reports, you provide your clients with an interactive, smooth, and engaging experience, while strengthening your brand image and enhancing your efficiency.