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      Generate Custom Home Valuations with Estate IQ

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      In this Article

      Overview

      Estate IQ is an advanced Home Valuation Tool integrated into your Real Geeks website, specifically designed to assist agents in generating seller leads. This essential tool addresses the frequently asked question, “What is my home worth?” by utilizing up-to-date data to provide property value estimates and insights into market trends.

      Starting in April 2024, Estate IQ became available on new Real Geeks websites. To enhance user experience and improve lead conversion rates, Estate IQ will fully replace the previous home valuation tool on all existing Real Geeks websites on June 18, 2024. There is no action required on your part to enable Estate IQ; it will be automatically activated for your website.

       

      Please Note

      Estate IQ provides an estimated valuation of a property based on its address. However, some properties may not receive an immediate valuation. In such cases, agents are informed about the completed registration, and the new leads are presented an on-screen message that an agent will contact them shortly.

       

      In addition to providing an on-demand estimate, your new lead will also start receiving a monthly market report . This report contains a list of comparable properties in the property's Zip Code. This step helps maintain regular communication with potential leads and build longer-lasting relationships with contacts through the Real Geeks CRM.


      Preview your Estate IQ Landing Page

      The Estate IQ tool can be found by adding '/seller/homeestimate/default' to the end of your webste domain name. Example: www.website.com/seller/homeestimate/default

      Access the Estate IQ tool by clicking the Sell Your Home button located on your website's quick search, or by clicking the default text link: Get an INSTANT property valuation now!

       

      What is included in the Property Valuation?

      Estate IQ offers potential leads a comprehensive property valuation experience. When used, it provides:

      • A personalized property estimate based on local real estate data
      • Detailed property value and estimated property equity tracking
      • Suitable refinancing options
      • Relevant mortgage data

      • Historical home estimate information


      • A map of recently sold homes in the area

      All these features come with convenient contact links, allowing leads to easily reach out for additional assistance or information.

      Auto-Responder Email Templates

      When a potential customer signs up for a home valuation on your website, they will receive an automated email right away. These emails are pre-written and can be used as is, but you can also customize them to make a more personal connection with your customers.

      There are two possible scenarios when a customer uses the tool:

      • they will either receive an estimate immediately on the screen
      • or they will be notified that an agent will contact them with a personalized estimate. 

      The system will monitor the interaction and send an email based on the outcome. In both cases, you have the option to personalize the email, giving you more control over the information you send to your new contact.

      Use the custom Merge Fields to personalize the email further with customer information.

      Merge Fields List

      • [street_address] - inserts the address of requested property
      • [website_url] - inserts the url of your website
      • [quick_login_url] - inserts a link the user can click on to log into their account and edit their profile
      • [first_name] or [last_name] - inserts the user's first or last name, as specified in their profile.
      • [Agent Signature] - inserts the user's first or last name, as specified in their profile.

       

      The Lead Journey Explained: Receiving an Estimate

      When a lead uses the tool by entering their address information, they will be prompted to register with their name, email address and phone number. After completing the form, the lead will have access to a full report of their property.

      Some leads may leave when they are prompted to give their contact information. Even if the lead does not provide their full contact information, their address will be automatically recorded for you in the Real Geeks CRM.

      PRO TIP

      Consider sending a personalized postcard through Real Geeks to reconnect with leads who provided only their address. This approach can help you engage with potential clients who may have left the registration process early.

       

       

      Receive a Home Valuation for Multiple Properties

      Leads can use the Estate IQ tool to receive an estimated value on multiple properties. After performing a valuation for their first property, the contact gets a personal profile that displays all of their property values. This profile helps leads manage their properties, view valuation reports, and contact their agent easily using this tool.

      To claim another home after receiving a custom valuation for your property:

      1. Select the … menu above your home estimate
      2. Select Claim Another Home.

      Custom Valuation Page

      You can customize the appearance of your Home Valuation page (Estate IQ) to better align with your market.

      IMPORTANT NOTE FOR OUR LEAD GENERATION CUSTOMERS

      If you're using a Real Geeks package that includes leads and running Home Valuation/Seller Ads, we kindly ask that you get in touch with your Account Manager when making these changes. This way, we can ensure your ads are updated correctly to reflect your new setup. Thank you!

       

      Default Home Valuation Page:




      Custom Home Valuation Page:


      To update your site’s Home Value page:

      1. Access your Website Editor
        1. From your CRM click ‘Settings’ in your left-hand navigation and ‘Edit Website’
      2. Under ‘Home Valuation’ in the left-hand column click ‘Customize Default Landing Page’
      3. In the top section, check the box to ‘Override Default Landing Page’

       

      IMPORTANT NOTE

      By checking this box, you'll be updating the URL for your website's Home Valuation page, which means your current URL will no longer be active. Don't worry—if you're using the Anna or Anna-Modern template, the ‘Sell Your Home’ tab in the center of your Home Page Header Image will automatically update to reflect the new URL!

      If you are running ads that link to your Home Valuation page, or have this page linked in your Top or Bottom Navigations, sidebars, or any other pages on your website you will need to update the link once you have saved your changes.

      Default page example URL: https://www.easypropertysearch.org/seller/homeestimate/default

      Customized page example URL:

      https://www.easypropertysearch.org/cma/property-valuation/

       

      You can now customize the attributes and settings for your Home Valuation site:

       

      Once you have made your customizations, be sure to click the ‘Save’ button in the bottom right corner!

       

      FAQ

      • What is Estate IQ?
        • Estate IQ is a state-of-the-art home evaluation tool that offers custom property valuations and an exceptional user experience
      • Why do i only see an address in the CRM with no contact information?
      • What is the cost to use this feature?
        • This tool is included in the Real Geeks platform at no additional cost.
      • What will happen to the current in-house valuation tool?
        • On June 18, 2024, the older home valuation experience will be replaced  by this new, modernized home valuation tool to ensure our customers benefit from the best technology available.
      • I have a custom valuation tool on my site. Can I continue using it?
        • Absolutely. We understand that some of our customers have customized solutions. Our platform allows these customers to continue using these customized solutions if they choose to.
      • How does the Home Valuation tool calculate a property estimate?
        • Real Geeks uses a service called Black Knight to generate a property price estimate. This service relies on public tax records to provide estimates and will provide the lead with a general estimate of the property's value.
      • How will Estate IQ improve lead generation?
        • Estate IQ's engaging interface, property data, location information, and market data significantly boost user interaction. The ability to get custom, expert valuations from an actual agent with one click significantly improves lead conversion and lead quality.
      • Will Estate IQ work on all devices?
        • Yes, Estate IQ is designed to be responsive and functional across all devices and will be available on the MoveTo app provided to your leads.
      • Can I customize the look of Estate IQ to match my branding?
        • No, Estate IQ is not able to be customized at this time.
      • Can I access old valuations from the in-house valuation tool?
        • Yes, all historical data will continue to be available and accessible.
      • Is Onboarding Infomatics still available as an option?
        • No - Black Knight is the only data source available for use with Estate IQ.
      • Do the valuations produced have any limitations?
        • The estimated value is limited by the available data used to make the estimate. This limitation depends on the property's location and age, as newer homes may have less accessible data to generate an accurate valuation.
      • Can I provide an estimate without asking a contact to sign up?
        • There is no way to turn off the lead capture form. This tool serves as a landing page designed to capture lead contact information to connect with more potential leads.
      • How secure is client data within Estate IQ?
        • Estate IQ adheres to strict data security protocols to ensure all client information is securely handled.
      • Can the customer receive updates on their estimate?
        • Yes! In fact, they automatically receive updates on a monthly basis. Leads who request a property valuation will be automatically subscribed to a Monthly Market Report. The report will show a comparison of their property with similar properties in the area, based on the zip code.
      • The feature includes a CTA to update the data about the property. Will updating this data update the valuation in real time?
        • Engaging with the CTA about updating the estimate will send a communication to the Agent for them to manually review the estimate.
      • Can I use the old home valuation tool instead?
        • We highly recommend using EstateIQ over our previous home valuation tool; it’s a better user experience with higher lead conversion rates. If you still want to use the old tool, you can contact our Support team to switch back.