Marketing (AMS)
Run local marketing
Local basics for every local business (events, facts, Google reviews, Google Business), plus the Real Estate plan's neighborhood guides, market reports, home value updates and territory.
Every local business gets the Local basics: community events and your facts library under Content → Local, and your Google review link with review requests under Email → Reviews (see Ask your customers for Google reviews). They show when your business serves a local area: a dentist, a contractor, a law firm, a shop, a real estate agent, or any business whose owner chose Local, Regional or Hybrid under Settings → Menu.
The Real Estate plan adds the rest, each where it belongs: Home values and Neighborhood guides under Pages; market reports and your local strategy under Content → Local; Past clients under Email; and Territory under Settings. Your leads (home value requests, open house sign-ins and sign-ups) are counted on Home, under This month.
Set your service area
Give Noli your city and state and how wide you work (a radius, a set of zip codes, counties, or several cities). Any local business can do this the first time it opens Content → Local → Events. On the Real Estate plan it is also in Content → Local → Local strategy, where you can run a local analysis that finds your local competitors, scores your local presence, and writes an action plan. The Local Presence Score lives on that page.
Neighborhood guides
Pages → Neighborhood guides is where the guides live. Noli suggests neighborhoods in your service area; press Add to Pipeline on one, or Add All to Pipeline, and each guide is researched and lands in your Content Pipeline as a draft for you to review.
Market reports
Content → Local → Market reports generates data-driven market reports for your claimed neighborhood, with its city as context (or for your service area if you haven't claimed one). Add the neighborhood's ZIP codes on the same page so the report includes public-records figures for them. You can also paste in your own recent sales and inventory numbers so the report uses them. Open a finished report and press Approve & Publish to add it to your Content Pipeline for editing and scheduling.
With Google Business connected, approving a report also drafts a market update post for your Business Profile, with a Learn more button to the full report. It waits for your OK in your Inbox unless Google Business posts on its own.
Once a report is approved, the Email this report to your lists card can send it to your Past clients and sphere list, your Farm list, or both. Only the people on them who asked to hear from you, your past clients and people you know get it. The card shows how many will get it on each list, and how many are left out because they haven't asked yet (you can email them yourself). Check the lists, edit the email if you like, and press Approve and email. Or turn on Email every approved market report on its own, and each report you approve goes to the checked lists without another click. Nobody gets more than one market report in 20 days, and anyone who unsubscribed is skipped. Only an owner or admin can send.
These emails go out from your own email, so they need the same setup as email sequences: the Gmail or Outlook you connected in Noli, or your own sending domain (Settings → API Keys → Email sending), and your business mailing address under Settings → Brand. The approved report can also feed this month's newsletter.
Property valuations
Pages → Home values takes an address, pulls the records, comparables, and market stats, and writes a client-ready valuation report you can share. There is a monthly cap, shown on the page.
The Weekly seller updates switch at the top of the page drafts an update each week for every active listing (one you built a listing presentation or package for in the last 45 days). Each update goes to that listing's seller from your own email with one tap, here or in your Inbox; after two weeks of sending them yourself, you can have them go out on their own. A listing package's announcement email and a just-sold pack's note to your neighbors send the same way. See Seller updates, just-sold notes and listing announcements.
Your sphere and farm list
Email → Past clients holds two lists: Past clients and your Farm list. Add people one per line or upload a CSV export from your CRM, and choose why they are on your list: they asked to hear from you, past clients, people you know personally, or Not yet (the default). Noli only emails your past clients, people you know and people who asked to hear from you. Everyone else is yours to reach personally. See Sphere and homeowner pages for how each reason is recorded and changed.
Past clients get a yearly "your home is now worth" update. Press Enable autopilot on the Equity autopilot card and it runs every month: past clients due for their yearly update (up to 15 per run) get a personal home value email drafted, and you get a notification. People marked Not yet are left out. The drafts appear under Home value updates on the Sphere page. Press Send this update to send it from your own email, or Edit first. Turn on Send each update on its own and drafts that pass every check go out without you; anything flagged, such as a figure the property data does not show, waits for you. Nobody gets more than one update in 30 days, and sending needs the same email setup as market reports.
Your farm list is for your neighbors. The ones who asked to hear from you, your past clients and people you know can receive your market report emails, your newsletter, your listing announcements and, in the neighborhood where a home sold, your just-sold notes; the rest are yours to reach personally. Place each neighbor in one of your claimed neighborhoods so just-sold notes reach the right street. Anyone who unsubscribes is never emailed again, and nobody gets more than 4 marketing emails from you in a month.
Claim your territory
Settings → Territory is where you claim neighborhoods. Each neighborhood can be held by only one Noli agent at a time, so while you hold it, no other agent can claim it. Your plan sets how many neighborhoods you can claim, and the page shows how many you have used.
Promote your home-value page
Pages → Home values → Promote puts your home-value page into the real world: a QR code for signs, an embed for your website, a generated seller-lead ad kit, and a weekly Market Minute video script built from your market's numbers.
Facts library
Content → Local → Facts holds the facts about your business and your area that you know are true: your hours, your service area, what you offer, local details customers ask about. Your monthly newsletter uses them, and on the Real Estate plan so do neighborhood guides and market reports, so your content never contradicts itself. Facts you add by hand are trusted immediately and outrank anything the research finds online. Facts the research proposes wait for you to verify them before anything uses them.
Find community events
In Content → Local → Events, any local business can discover community events, classes, and workshops to take part in or market around. The first time, the page asks for your service area so it knows where to look. To widen event discovery, add the Eventbrite and PredictHQ keys under Settings → API Keys (see integrations). Both offer free sign-up.
Farming autopilot
Calendar → Recurring work → Local starts with the Farming autopilot card. Claiming your neighborhood, or saving a service area in Local strategy, already schedules the monthly market report for the 1st. For the full rhythm, set your service area, then press Enable autopilot and it sets up a fixed rhythm for you: a market report every month, a community event scan every two weeks, and a competitive scan every month. The tasks appear in the list below, where you can adjust each one. New market reports wait for your approval. If you turned on automatic emailing, approving a report also emails it.
Google reviews
Asking for reviews does not wait for Google: save your Google review link and turn on review requests under Email → Reviews. See Ask your customers for Google reviews.
Google Business Profile
Connect Google Business under Settings, Publishing (see Connect your social accounts). It then works like your other channels: updates, open houses as Google events and offers go to your Business Profile from the Social page, approving your monthly market report drafts a market update for it, and new reviews come into Email → Reviews with a reply drafted. See Track your social posts and Ask your customers for Google reviews.
California agents: add your DRE license number when Noli asks for it next to Google Business, so it is on your Noli profile. Noli does not add it to your posts. Put it in your Google Business Profile description too.