Use Quick Action to work through prioritized opportunities, review relevant property and client insights, and select an appropriate next step.
Step 1: Open Today’s Top Opportunities
From the MMI One home screen, review Today’s Top Opportunities and tap the pink Take Action button.
Step 2: Review a Showcase Listing
Quick Action displays the listing image, listing price and opportunity details. Select Preview & Send to proceed with outreach, or Skip to move on.
Step 3: Review a Property Pulse opportunity
View the property overview and available equity information. Tap View Property Pulse to explore the opportunity, or Skip.
Step 4: Review a Cash Out opportunity
Examine the current-rate and equity-available metrics. Select an outreach message category such as Greeting, MoneyMoves or Equity Alert, then tap Send SMS to prepare the message.
Step 5: Manage the next opportunity
For opportunities that are not ready for immediate outreach, use Snooze to revisit later or Dismiss to remove the opportunity from the current queue.
Step 6: Continue through Quick Action
Use the progress indicator at the top to see your position in the opportunity queue. Continue reviewing and acting on relevant opportunities, or close Quick Action using the X.
Helpful tips
Quick Action opportunities may include listing announcements, Property Pulse insights and cash-out outreach. Review the details before sending a message. Message availability and opportunity counts vary by account.
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