Use this guide to add properties to your Property Hub watchlist so you can receive alerts when properties your clients own or are interested in are listed or sold. This helps you identify finance opportunities and proactively engage your customers.
Prepare your list of property addresses
To bulk-upload properties, you’ll first need a CSV file containing the full property addresses. You can download these from Mercury Nexus.
How to download your addresses from Mercury Nexus to CSV
Login to Mercury Nexus
Click on the CRM tile
In your CRM dashboard, select Reports from the left-hand menu.
Click Custom Report
Locate the master address list and select Download report.
This downloads an Excel file containing your client names, emails and addresses.
Remove unnecessary fields
You only need the property address for the Property Hub watchlist.
Delete the ClientName and ClientEmail columns.
Save your file as a CSV
Open the edited spreadsheet in Excel.
Select File > Save As.
Change the file type to CSV (.csv).
Click Save.
Your CSV file is now ready to upload to Property Hub.
Now that you have the CSV file for the property addresses, you can now upload it to Property Hub.
Upload your CSV file to Property Hub
Bulk upload properties to your watchlist
Log in to Property Hub
From the top menu, select Watchlist.
Choose the Favourites list where you want to save the properties.
Click Upload file.
Important: If your Upload File button does not appear or is not clickable, you need to search for an individual property and select Watch. This will then allow you to bulk upload a CSV file from the Watchlist dashboard.
Select your CSV file and click Open.
A confirmation message will appear once the upload is complete.
Add a single property to your watchlist
You can also add properties individually.
Use the search bar in the Property Hub dashboard to find the property.
Click Watch.
Choose the Favourites list to save the property to.
A notification will appear once the property is added.
Need help?
If you need help using Property Hub or managing your watchlist, contact your Partnership Manager or email [email protected].