How can we help? How can we help?
  1. Box+Dice Help Centre
  2. Mobile
  3. Box+Dice Agent App for both Android and iOS

Add or update buyer interest levels on the Agent app

MRI Box and Dice MRI Box and Dice

Summary

Learn how to add or update a buyer’s Interest Level for a specific listing in the Box+Dice Agent mobile app and understand how this data feeds vendor reporting and follow‑up.

This article covers:

About buyer interest level

The Agent app is a mobile interface to your Box+Dice CRM, designed to register buyers, manage buyer leads, and update key details (including Interest Level) while you’re out on the road.

Interest Level values:

  • In - Buyer is interested in the property
  • Maybe - Buyer is undecided about the property
  • Out - Buyer is not interested in the property
  • Closed (automatic, not set in the app) - When a listing is sold or withdrawn, the buyer register is closed for that listing.
Note: The Agent mobile app supports registering buyers at inspections and managing buyer leads; Interest Level is part of that workflow and is stored with the listing–contact relationship in Box+Dice.

Prerequisites

  • Install the Box+Dice Agent app from the App Store (iOS) or Google Play (Android) and sign in with your agency credentials
  • Ensure the listing exists in your CRM so you can register buyers against it. (Mobile mirrors the CRM; listing creation and buyer‑lead reporting are Box+Dice features)
Tip: Keep the app updated, as recent releases include UI improvements and features like Caller ID and library email sending from mobile.

Add a new buyer to a listing and set an interest level

Use this during Open for Inspections (OFIs) or private appointments.

  • Open the Agent app and sign in
  • From your stock list, search and open the target listing you’re working on
  • Tap the Buyers bar under the listing image to open the Buyer Register
  • Search for an existing contact or create a new one
  • In the buyer registration, set the interest level to In, Maybe, or Out based on the buyer’s feedback

 

  • The buyer is now registered against the listing with the chosen Interest Level
Tip: Capture a short note (e.g., liked kitchen, worried about street noise) when setting interest, as those notes enhance vendor reporting built from buyer leads later.

Update an existing buyer’s Interest Level

Use this after callbacks or second inspections.

  • In the app > Open the listing
  • Tap the Buyer tab
  • Tap the buyer and change In/Maybe/Out to reflect current sentiment
  • Add a brief note before advancing; buyer‑lead screens feed vendor reporting, so context improves clarity
Note: The app is built for managing buyer leads and sending reports on the go; your changes propagate to reporting built off buyer leads.

Articles in this section