Did You Know?


Now that activity seems to be picking up in a number of markets, time is in short supply for agents. There is a need to supply clients, or potential clients, with as much information as possible without spending an inordinate amount of time trying to do so. The demographic, school, nearby establishments and home sales information is the exact type of information that home buyers are looking for.

Well, how about being able to place an API on your site where a visitor can enter their name, email address and zip code to receive all of this information? And how about being able to accomplish this in 3 easy steps? The above can easily be accomplished by utilizing the API from our CoPilot product.

A little background first for those of you who are not familiar with our CoPilot product. CoPilot provides customized reports for relocation purposes or for agents looking to provide home buyers with location specific information. Reports can easily be customized with the broker’s logos/headers. Agents can even choose what data sets that they want to include, whether that be community information, school reports, nearby establishments or recent home sales transactions. One of the best feature is the ability to collect client information and track whether they are opening the reports, and even how many times they have accessed the report.

The API functionality and instructions can be found at My Profile --> API. The three steps that would be required for this type of set-up include:

  1. Create your default report template. Instructions are included for this in the Administrative system.
  2. Add the lead form to your website. The lead form HTML is included so all you need to do is copy and paste.
  3. Customize your landing page. The landing page HTML is included so all you need to do is copy and paste.

Upon entering their information into the Lead Form, a report is emailed to the user. An agent can then follow-up accordingly.

By posting this simple API to a website, all of the hard work is eliminated from having to create individual reports each time a client makes a request for more information. Reports can even be emailed detailing recent API activity – contacts created, reports created and reports read.

This is a great way to easily distribute all of our excellent data to your clients. If you are currently one of our clients on the CoPilot platform we strongly encourage you to take advantage of this very powerful feature. For those of you who do not utilize CoPilot at the moment we would love to talk to you about it.

If there are any additional questions please feel free to reach out to me at cmckeating@onboardinformatics.com or to our Product Support team at support@onboardinformatics.com.

Let us know any feedback you may have on the API functionality.

Image Credit: Tetsumo on Flickr.com