Following Up a Viewing and Adding Buyer Feedback in Loop

Article Purpose: This article explains how to follow up after a viewing and record buyer feedback within the Loop platform.

Steps:

1. Access the Viewing Card:

   • Navigate to and open the viewing card for the property where the viewing took place.
   • Verify that the viewing status is "Completed".

2. Locate the Buyer Feedback Section:

   • Find the "Buyer Feedback" section on the viewing card.
   • This section displays the buyer's details (name, phone number, email) and their current feedback status.

3. Record Buyer Feedback:

   • Automated Feedback Email: Note that Loop automatically sends a viewing feedback email to the buyer. If they have responded, review the feedback.
   • Manual Feedback: If the buyer has not responded to the email, or you have spoken to them directly, enter their feedback in the provided text box.

4. Update Buyer Opinion (Optional):

   • If the buyer's opinion has changed (e.g., from "Interested" to "Not Interested"), update the "Opinion" field accordingly. (e.g. "Too small")

5. Save Feedback:

   • Click the "Save Feedback" button.

6. Confirm Genuine Feedback:

   • A pop-up window will appear asking, "Would you like to mark buyer feedback as received?"
   • Yes: Click "Yes" if the feedback entered is genuine feedback from the buyer.
   • No: Click "No" if the feedback entered is a generic note or a message left for the buyer.

7. Feedback Status Update:

   • If you clicked "Yes," the buyer feedback status will be updated to "Received" and the buyer section will turn green.

8. Update Seller Feedback (Optional):

   • After recording the buyer feedback, you may want to update the seller feedback.
   • Follow the same steps as for buyer feedback, providing the seller's response to the buyer's feedback.
   • Again, confirm if the feedback is genuine.

9. Completion:

   • Once both buyer and seller feedback are recorded and marked as "Received," the viewing card will indicate that feedback is complete.

Benefits:

• Centralized Feedback: Provides a single location to record and manage buyer and seller feedback.
• Automated Follow-up: Automatically sends feedback emails to buyers.
• Efficient Communication: Facilitates easy communication of feedback between buyers and sellers.
• Accurate Record-Keeping: Maintains a comprehensive record of viewing feedback.

Support:

• If you have any questions or require assistance, please contact the Loop support team at support@loop.software.