Buyer Tour: How to Create and Send a Buyer Tour Presentation

If we are taking a person on a tour of listings to see potential homes, we can help ourselves by creating a buyer tour! This will show your people the listings you are going to visit and the route of how to get there, and also when to meet you at each property! From this presentation, they can also add reviews and rate the listings, helping them remember details about each place visited and giving you insight into what your person really needs!

Creating a Buyer Tour Presentation
Including your Options
Searching for Listings
Sorting your Listings
Adding a Meeting Time
Reviewing your Presentation
Sending your Presentation

Create a Buyer Tour

From your MoxiPresent Dashboard, select the Create New button in the top right.

Select Buyer Tour and then select Continue

Follow the steps on the next screens to select your template and give your presentation a name.

You can find information on each of those screens here -Getting Started with MoxiPresent: Create a New Presentation

Including Options

After selecting create, you will be brought to the Options screen.

Select the plus+icon next to INRIX Drive Time to add in your person's commute address.  This could be a work, school, or other important address your person does not want to live too far from.

Select Browse to add your own image from your device to your presentation.

Then select Continue.

Searching for Listings

On the Search screen, enter your search area, neighborhood, an address, or use the MLS listing number to locate the listings to include in your presentation.

When searching for properties for a Buyer Tour be sure to check out the Filters menu!  Update the status type you are searching for to look for only Active or Active and Pending.

Learn more about using the Search screen here -Search Screen Overview

Once you've selected the listings you would like to include in your presentation, select Continue.

Sorting your Listings

On the Listing screen, you will see the order in which you may visit each property.  The map on the right will show the number of the property. Select the Change Order button to update this order.

Select the listing you need to move and drag it into place. Then select Save Order.

Adding a Meeting Time

Select the toggle switch next to Meeting Time to turn on the feature for the listing. Then choose your date and time.

You can add a meeting time to all listings or just one.  If you add a meeting time to additional listings, MoxiPresent will double-check that they fall in the same order as the listing order.

When you're finished setting the order, adding meeting times, including any remarks, or adjustments, select Continue in the lower right of the screen.

NOTE: The meeting time will be visible on the listing detail page in the presentation.

Reviewing your Presentation

On the Pages screen, you can adjust your presentation to include any additional pages, move the pages around in a different order, create new pages, or send it as is.  You can also use the View button to view your presentation in either web or print mode.

Helpful articles for things you can do on the Pages screen:

Adding Pages from Your Library
Create a Custom Page
Applying a New Template in MoxiPresent
Creating Templates for Your Presentations

Sending your Presentation

Once you set your pages, you can send out your Buyer Tour to any of your people! Select Send in the upper right of the screen.  Add their email address to the To line, and select Send.

NOTE: If you are also using MoxiEngage, you can type a person's name or a group name into the To field and select the contact info from the drop-down.