SmartZip Accelerates its Enterprise Footprint with New Marketing Automation Capabilities and Top-Tier Franchise, Broker and Mortgage Customers

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Industry leaders like AmeriFirst Financial, Inc and Help U Sell are the latest enterprises to leverage SmartZip’s scalable predictive marketing platform to increase their agent productivity, recruit new members, and retain top talent


One of the appeals of this platform to me was that it incorporates all the elements an agent needs to be successful. It can help an established agent become a top producer and a newer agent to develop the habits they will need to be successful.

SmartZip Analytics, Inc. (, the pioneer in predictive marketing solutions for the home services ecosystem, continues its strategic expansion in the enterprise space. The Company is rolling out SmartTargeting, its scalable, optimized predictive marketing platform, to thousands of agents and loan officers across franchises, brokers and mortgage lenders nationwide.

SmartTargeting is fueling the success of some of the industry’s largest brands, including AmeriFirst Financial, Inc, Help U Sell, NextHome Inc., Engel and Völkers West Coast, Metro Brokers and more. The platform offers customized and automated solutions so brands can recruit and retain talent while boosting the production of their individual agents.

Truly scalable — with unlimited customization

To best serve clients of any size, SmartTargeting offers multiple user support with an unlimited number of seats. This means that whether a team lead wants to be the sole administrator for their small group, or a large brand wants to purchase accounts for thousands of agents and their support staff, the platform responds accordingly. As companies or agents grow, the platform can grow with them; additional homeowner analytics, prospecting lists or automated marketing campaigns can be added at an enterprise level or by individual agents at any time.
Metro Brokers, a franchise network with 42 real estate offices and 800+ agents across Colorado, has optimized SmartTargeting to fit their specific needs and model.

“SmartZip’s leading-edge solutions help us offer highly differentiated tools to our brokers and agents,” said Metro Brokers’ CEO, Millard H, “Rip” Ripley. “Our brokers and agents are independents who license and leverage our brand, but retain their unique identities. [Our] unique franchise model challenges us to find a plug-and-play platform with capabilities that can work in an integrated as well as a standalone format, so franchisees can choose what works best for them. SmartZip’s suite of tools allows us to do just that.”

Automated marketing to win new, repeat and referral business

As a comprehensive customer acquisition platform, SmartTargeting is designed to help agents acquire new clients, repeat business and word-of-mouth referrals. The platform can be set up to hone in on the most likely home sellers from within an agent’s local market area or their personal contacts; it can also work to keep agents top-of-mind for repeat and referral business from within their sphere of influence.

Once these key audience demographics are selected, agents can quickly set up marketing campaigns that run automatically to keep agents’ brand in front of the specified targets on a consistent basis. And since SmartTargeting’s data and analytics are always kept fresh, enterprises and agents can rest easy that their marketing dollars are being optimally used.
SmartTargeting’s expansive marketing library offers more than 500 branded mailer and online ad designs. For a more tailored approach, enterprise leaders can leverage a custom marketing catalog available exclusively to their agents, ensuring each promotion maintains brand integrity.
These predictive marketing campaigns caught the eye of NextHome Inc., a forward-thinking franchise company with more than 260 offices and 2,000 agents nationwide.

"At NextHome Inc., we pride ourselves on offering fully-automated and highly-integrated technology and marketing products to our agents. SmartZip's enterprise solution fits perfectly and seamlessly into our long term strategy and growth," said James Dwiggins, Chief Executive Officer of NextHome, Inc. "The predictive marketing technology, referral solution, and features like brand control… make SmartZip a unique partner that gives our agents and brokers an advantage in the market."

New simplified user experience

SmartTargeting understands that working agents don’t have hours to dedicate to new technology. The platform’s newest release has simplified every aspect of the user experience, from account setup and contact insights, to campaign management and analysis.
Rather than clicking through dozens of screens to get the updates they are looking for, users are greeted with a new dashboard that grows smarter each time they log in. The intuitive dashboard offers real-time updates on their prediction performance, automated marketing campaigns, incoming leads and the contacts they should check in with next.

Paul Benson, CEO of Engel & Völkers San Francisco Real Estate Inc., confirmed that SmartTargeting solved many pain points felt by individual agents across varying experience levels. “One of the appeals of this platform to me was that it incorporates all the elements an agent needs to be successful. It can help an established agent become a top producer and a newer agent to develop the habits they will need to be successful.”

Integrated recruiting tools

SmartTargeting doesn’t just solve agent pain points; it also seeks to close the gap for brokers and large brands by offering built-in recruiting and reputation management tools.
Within the platform, individual leaders can request and display past client testimonials on a branded reputation website that automatically refreshes itself as new testimonials roll in. The tool can also be used by hiring managers to request company recommendations from current employees and advertise them to attract new talent.

Full-speed ahead in 2018

As SmartZip onboards thousands of new agents across its enterprise client base, user feedback is fueling more innovation, and the company plans to roll out additional updates for both enterprises and their individual users in the coming months.
“Marketing is the bread and butter of this industry, but current piecemeal solutions are neither targeted, automated nor integrated,” said Gupta. “This costs brokers time, money, resources and lost opportunities. SmartTargeting is designed to fix all this, and can be powerful, nimble and valuable for individuals at every level of the organization — whether it’s a boutique brokerage, a powerhouse franchise or a nationwide real estate conglomerate. We are thrilled to be fueling the success of so many forward-thinking real estate companies.”

As a sponsor at Inman Connect New York, SmartZip will be available for demos and product tours, and Gupta will be a featured roundtable facilitator at the Indie Broker Summit event opening ICNY.

SmartZip is a pioneer in predictive marketing solutions for the home services ecosystem. SmartZip's SmartTargeting platform leverages predictive analytics, multi-channel marketing automation, smart prospecting apps and reputation and referral management tools to help businesses win new clients, repeat business and word-of-mouth referrals. SmartTargeting’s integrated end-to-end system can be optimized for any size organization, from enterprises and franchises, to boutique brokerages, teams and individual practitioners.
SmartZip is backed by Intel Capital, Claremont Creek Ventures, Crest Capital, Javelin Venture Partners, Cue Ball Capital, Toba Capital and ORIX Growth Capital, and is headquartered in Pleasanton, CA.

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