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Sales Portal Pro

Home Activity

The ranking tells you which home. Home Activity tells you who to call.

Your Most Likely To Sell Homes shows which homes are heating up. Home Activity shows why: every view, favorite and tour request on a home, grouped by the agent behind it.

Who can access this? Admins, Managers and Portal Viewers on divisions subscribed to NHB Sales Portal Pro. Sales Portal only. About user roles

Opening a home and expanding an agent, then an agent’s buyer, with made-up names.

What Home Activity is

Open a home in the Sales Portal and its window has three tabs: Details · Activity · Leads. Details is the home information everyone sees. Activity and Leads are Pro.

The rankings show which homes are heating up. Home Activity shows why.

Two ways in

  • NHB Predictive Trends → Your Most Likely To Sell Homes: click any ranked home. This is the main path, and every home there is active inventory.
  • Homes tab: click any home in your division, including plans. It’s a good way to check on homes that may be struggling: see who has looked, and who hasn’t come back.

The Activity tab

Every view, favorite and tour request on the home, all time, grouped by day and then by person. Click a row to see the agent’s contact info and each event.

  • Viewed
  • Favorited
  • Scheduled a tour

Who you’ll see

Natalie BrooksThe agent, looking at the home themselves
Natalie Brooks’s buyerOne of that agent’s buyers (never named)

An agent with two interested buyers shows up twice, so you see how many buyers are in play.

Buyer privacy, built in

Buyers are never named, anywhere on these tabs. When you expand a buyer’s row, the email and phone shown are the agent’s. You see which agents, and how many of their buyers, are engaging, so you always work through the agent.

The Leads tab

“Lead emails generated for this home.” The same feed as the Leads panel, filtered to this home: the agent, who received the lead, the date and what triggered it. Read-receipt pills appear on the division Leads panel only.

Access

All three Sales Portal roles on Pro divisions. Free divisions see the home’s Details as usual, without the Activity and Leads tabs. It’s Sales Portal only: the Builder Portal doesn’t have these tabs.

Tips

  • Weekly
    Open your top three homes

    See which agents are behind each one and hand them to the right reps.

  • Weekly
    Look for tour requests

    A blue clock on a climbing home is the warmest call you’ll have all week.

  • Pro tip
    Count buyers, not just agents

    An agent with two buyer rows has two clients interested. That agent is worth an event invite.

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Need help?

Questions about this or anything else in the Sales Portal? Email jonathan@newhomebuddy.com.

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