The builder's WhatsApp groups
Keep the WhatsApp groups your team has with each builder, so anyone can join them in one tap.
Who it is for
Brokerage planBrokerage ownerBrokerage adminBrokerage agent
Where to find it
- Brokerage dashboard: Listings › Builders
How to do it
Owners and admins: open Builders, open the builder and press Edit builder.
Under WhatsApp groups press + Add a group: give it a name ("Meridian sales"), paste the group's link (chat.whatsapp.com/...) and, if you like, a note ("Ask Sarah to add you").
The link is in the group itself: open it in WhatsApp, Group info, then the option to add people by link, and Copy link. A wa.me link opens a chat with one person, so it is refused.
Everyone at the brokerage then sees each group with a Join group button on the builder, and on every listing by that builder (the team box on the listing and the listing's page in the dashboard). Clients never see them.
Or ask Claude
“Add the Meridian sales WhatsApp group to Meridian Homes: chat.whatsapp.com/...”
With the Lead Brunch connector, Claude does the same from a sentence. How the connector works
More in Builders and projects
- Who to call at each builderEach builder's contacts in call order, ready to call, text or email, with its agent portal and availability.
- A builder's sales offices, and their people's photosKeep where each builder's sales centers are, which office each person works from, and a photo of each person.
- A builder's HOA fee, and price per sqftKeep a builder's HOA fee once, and every listing of theirs that states none uses it. Price per sqft is worked out for you.
- Builders sold through a marketing brokerageSome builders sell only through another company, such as an exclusive sales and marketing brokerage. Mark them, and their listings show that company's people.
- The builder's availability sheetWhich units are still free, as the builder shares it: a link or a PDF, seen only by your team.
- Pre-construction mortgageMark a pre-construction listing as having a pre-construction mortgage (a bank lends before completion), and, at a brokerage, which builders offer one with their offer as a PDF or picture.