The sales team receives notifications and updates appear in the Builder Portal.
UTour Updates in the Builder Portal
* If the home shopper schedules an additional tour, the salesperson will receive new confirmations related to the second time and address.
The home shopper may contact the salesperson at the phone number provided in their confirmation and reminder notifications. If contacted, the salesperson should:
Open the “Tours” tab in the Builder Portal, locate the entry code and verbally provide it to the home shopper
Open the “Hardware” tab in the Builder Portal, locate the address of the home and remotely unlock the door
A home shopper who has not scheduled a tour online may contact the salesperson and request a tour.
Open the “Tours” tab in the Builder Portal and select "Create a Tour for a Home Shopper." Follow the prompts to enter the home shopper’s email address, first name, last name and cell phone number, create a password, and select whether the visitor is a Realtor. Next, select the community, home, date and time, and “Add Tour.”
If, after 30 minutes into scheduled tour time, the home shopper has NOT accessed the home — and there is NOT a tour currently scheduled after this shopper’s tour time — this notification is sent to the salesperson.
UTour Notifications to the Salesperson
SMS Text Message
Tour Missed —
Extend Tour Option
Email
Tour Missed —
Extend Tour Option
UTour Updates in the Builder Portal
If the home shopper extends their tour time and they enter the home, their tour status in the Builder Portal will not update until the tour is complete.
If the home shopper does not extend their tour time, their tour status in the Builder Portal will update to “Missed.”
If, after 30 minutes into scheduled tour time, the home shopper has NOT accessed the home — and another shopper has scheduled a tour immediately following this shopper’s tour time — this notification is sent to the salesperson.
UTour Notifications to the Salesperson
SMS Text Message
Tour Missed —
Reschedule Option
Email
Tour Missed —
Reschedule Option
UTour Updates in the Builder Portal
If the home shopper reschedules their tour, its status in the Builder Portal will be updated to “Rescheduled.”
If the home shopper does not reschedule their tour, its status in the Builder Portal will be updated to “Missed.”
The home shopper receives a notification including contact information for the salesperson.
UTour Updates in the Builder Portal
If the home shopper replies to the text, it will be sent to the salesperson, who should respond based on the content of the home shopper’s message.
If a home shopper asks questions during their tour via the Self-Tour Assistant, UTour will provide the builder with a list of questions asked by the visitor.
The salesperson receives notifications and an engagement report that shows the questions and answers communicated through the Self-Tour Assistant:
The home shopper will receive an email inviting them to follow up with the salesperson.
The salesperson receives notifications:
UTour Updates in the Builder Portal
The tour status in the Builder Portal will update to “Canceled.”
UTour Notifications to Home Shopper
SMS Text Message
Tour Started
Hi, I'm {userFullName} from {builderName}. Thank you for visiting the {tourPropertyPlan}. If you have any questions during your tour, you can contact me anytime during your tour. Feel free to call at {communitySalesPhone} or email me at {communitySalesEmail}.
