Sphere and homeowner pages

Your past clients are your best source of future business. Noli keeps them warm without you having to remember.

The Sphere page, in Marketing under Email, then Past clients, has two lists: Past clients, who get a yearly home value update, and your Farm list, the neighbors your market report can be emailed to.

Why each person is on your list

Noli only emails your past clients, people you know and people who asked to hear from you. Everyone else is yours to reach personally.

So every person on both lists carries a reason:

• Asked to hear from you. They asked for your updates. Noli records this on its own, with the date, when someone already on your lists asks for a home value on your home value page, ticks the email box when they sign in at your open house, or signs up for email on one of your pages.
• Past client. You helped them buy or sell. A deal that closes in your Noli CRM with your client's email on it records this on its own.
• Knows you personally. Friends, family and people you know.
• Not yet. They haven't asked to hear from you. This is where anyone you import without choosing a reason starts.

Noli's own emails (market report emails, this month's newsletter, home value updates, just-sold notes, listing announcements, and sequences you send to contacts) only go to people with one of the first three reasons. Two emails are different because the person just asked for them: the home value report emailed to someone who asked on your home value page, and the thank-you after your open house. Each goes only to that person, once, and neither adds anyone to these lists. People marked Not yet are left out, and before anything sends you see how many, for example "12 people aren't included because they haven't asked to hear from you; you can email them yourself." A reason belongs to the person, so someone marked as a past client on one list is included from the other list too. Anyone who unsubscribed or whose email bounced is never emailed, whatever their reason, and nobody gets more than 4 marketing emails from you in a month.

Each person shows their reason under their name, with where it came from and the date. To change it, pick another reason from the menu on that person. Moving someone to Not yet, or removing them, also stops any email from these lists that was still waiting to go to them.

Import your past clients

On the Past clients tab, paste your past clients in, one per line, as Name, email, street, city, state zip, or upload a CSV export from your CRM. Each contact needs a name, an email, and a full address. You can import up to 300 lines at a time, and lines without all three are skipped and counted for you.

Under Why are they on your list?, choose the reason for the whole batch: Not yet (the default), They asked to hear from me, Past clients or People I know personally. Importing someone again as Not yet never erases a reason they already have.

If property data is not available on your account yet, the page shows a notice and the autopilot button stays greyed out. That setup is on Noli's side, so write to support@noliai.com if you see it.

The equity autopilot

Once you have at least one past client, click Enable autopilot. Noli then drafts each of them a yearly "your home is now worth" update, so everyone hears from you about once a year. People marked Not yet are left out of the autopilot. If an update was already drafted for someone who is now Not yet, it shows a note instead of the send button: Noli won't send it, and you can email them yourself.

The first run happens the day after you switch it on, and it runs again every 30 days after that. Each run drafts for up to 15 contacts who are due (never updated, or last updated about 11 months ago or more), so a big sphere is worked through over several months rather than all at once. Click Pause autopilot to stop it.

You get a notification when drafts are ready, and they wait under Home value updates on the Sphere page (they also show on the Valuations page). Open one to read it, use Edit first to change it, then click Send this update. It goes to your client from your own email, with your business mailing address and an unsubscribe link at the bottom. Only an owner or admin can send.

Before anything can send, set up two things once:

1. Your email. Connect the Gmail or Outlook you already use in your Noli Command Center under Connections (no setup), or connect your own sending domain under Settings, then API Keys. Email sending on that page shows which one is in use.
2. Your business mailing address. Under Settings, then Brand. The law requires a postal address in every marketing email, so nothing sends without it.

Noli checks each update before it goes: wording that could raise a fair-housing concern is flagged, and any figure that is not in the property data is shown to you, so you can edit it or choose Send anyway if you can stand behind it. Anyone who unsubscribed or whose email bounced is never emailed again, and nobody gets more than one update in 30 days.

To skip the manual step, turn on Send each update on its own. Each new autopilot update that passes every check then goes out by itself. Anything flagged waits for you in the list.

Home value updates draw on the same monthly property-report allowance as the reports you make yourself (the Valuations page shows how many you have used this month). When the allowance is used up, the autopilot skips that run and picks up again next time. This is the quiet engine that produces referrals and future listings.

Homeowner pages

Once a past client's first autopilot home value update has been drafted, they get a personal, permanent home-value page branded to you. Until that first update exists there is no page and no link, so a freshly imported contact will not have one yet.

The page shows the estimated value from their latest update, a trend line that fills in as each year's update adds a new value point, and a link back to you. The value changes when a new yearly update is drafted, not in between. The yearly email invites them to bookmark the page. Once the page exists, a Home page button appears on that contact in Sphere so you can copy the link.

Weekly seller updates

Separately, you can turn on weekly seller updates with the Weekly seller updates switch at the top of the Valuations page. Every Thursday, Noli drafts a week-in-review email for the seller of each active listing, built from that listing's real activity, such as open-house sign-ins and launch posts, so no seller ever feels you have gone quiet. "Active listing" here means a listing presentation or marketing package made in Valuations (or by your Chief of Staff) in the last 45 days, one per address.

Each update goes to that listing's seller, and only to them, from your own email with one tap, from your Inbox or the Valuations page. Add the seller's email the first time. After two weeks of sending them yourself, you can have them go out on their own. See Seller updates, just-sold notes and listing announcements.

Your farm list

On the Farm list tab, add neighbors one per line, as just an email or as Name, email, address. You can also upload a CSV. Choose why they are on your list for the batch, as for past clients: anyone you import as Not yet stays off Noli's emails, and you can reach them personally. Anyone who unsubscribes is never emailed again, even if you import them later. You email your market report to this list from the report itself under Market Reports. See Local marketing.

Also choose Which neighborhood are they in?, from the neighborhoods you claimed under Territory. With one neighborhood, it is chosen for you. You can change it on each person. A just-sold note goes only to your farm list in the same neighborhood as the sale, so anyone without a neighborhood is left out of those notes (the note says how many). Your market report and listing announcements still go to your whole farm list. See Seller updates, just-sold notes and listing announcements.