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How to use Pitch to create a Market Update 

A Market Update is a lead generation tool designed to keep you top-of-mind with your clients. By sending personalised updates with local insights, you provide value and build a pipeline of future business.

 

This guide will walk you through how to create, edit, and send a Market Update.

How do I create a Market Update?

You can create a Market Update from the Campaign Dashboard.

  1. Click â€˜Create’ to start a new campaign.
  2. Select the property address and type.
  3. Choose â€˜Prospect’ or â€˜Appraisal’ status for automation.
  4. Select the â€˜Pitch’ tab in the campaign folder.
  5. Click the red â€˜Create’ button.
  6. Choose your Market Update template.

Note: Your office’s Market Update template may look different from the example, but the functionality is the same.

How do I fill out the Market Update form?

Complete the online form to build your Market Update.

  • Vendor Details: Add vendor information manually or from your CRM.
  • Property & Presentation Details: Check property data and select a hero image.
  • Team: Select your team from the dropdown menu.
  • Surrounding Sales: Click â€˜Add’ to include recent sales.
  • Current Listings: Add current listings if your template includes them.

What happens after I create the Market Update?

Your presentation will be generated with interactive features.

The ‘Book an Appraisal’ button sends an SMS to the lead agent when a client clicks it. You are also notified every time your client opens the presentation.

How do I review and edit my Market Update?

Use the presentation options to make changes. It is best to include an image for this section.

  • Preview: Toggle between desktop and mobile views.
  • Edit Form: Return to the form to adjust details.
  • Advanced Edit: Customise text or hide sections with the eye icon.
  • Regenerate: Refresh the presentation with new information.

Note: Realtair links are live. Clients automatically see updates without you needing to resend the link.

How do I send my Market Update?

You have three ways to send your presentation.

  1. Copy Link: Paste it into your own email.
  2. Send via SMS: Use a template within Realtair.
  3. Download as PDF: Save a static version of the update.

How can I track my Market Update?

The presentation report shows you all engagement details.

You can see when it was sent, how many times it was viewed, and on what device it was accessed.