IDX and CRM tools for real estate websites
Optima Express Premium + CRM combines an IDX property search experience with lead capture, market reporting, automated follow-up, and real estate CRM features. It is designed for professionals who want to present live MLS listings on a WordPress website while organizing and developing the leads generated through that site.
The integration does not require framing, wrappers, or subdomains. IDX listing content is indexed directly on the site’s domain, and the provided IDX pages adopt the styling of the WordPress theme. Design settings control photos, maps, colors, and lead capture, while custom CSS can be used for further adjustments.
Property search and lead capture
Premium Search lets buyers and sellers search locations by name or draw custom areas on a map. Visitors can register to save searches and favorite listings. Branded listing alert emails share current active and sold listing activity, helping registered leads return to the website.
Agents can create any number of Markets, which are saved searches based on target locations and criteria. Each Market can display an up-to-date listing gallery on the site. IDX pages and additional features can be placed across the website with widgets and shortcode, including property search options, listing galleries, and lead capture forms.
Reports and market visibility
MarketBoost provides automated website and email reports for targeted markets. Reports include current listing information for sold, active, and open homes, along with figures covering prices, inventory, and timing. Email report campaigns can attract subscribers and keep them informed about their selected markets.
CRM, imports, and follow-up
The optional real estate CRM for agents brings together automated text and email follow-up campaigns, lead ratings, task management, and calendar synchronization. The Premium + CRM plan automatically imports new leads from more than 30 online services, including Trulia and Zillow. Imported leads can be assigned to selected follow-up email campaigns according to their source, so they enter the relevant text and email drip campaigns.
Optima Leads, the companion app for agent account plans, keeps lead information and property interests available on a mobile device. Integrations can also connect the account with other online apps and services.
MLS access and installation
Optima Express requires a paid account and registration before it works. Install the plugin in WordPress, open its Registration section, and enter a registration code for an existing paid account or purchase a new paid account for the MLS. In the plugin menu, the IDX Control Panel provides access to property search settings, personal listings, and leads.
Live MLS listings are available to professionals who are active members of a supported MLS. The provider sends the required IDX licensing steps and documents and submits completed paperwork to the MLS. While approval is pending, the plugin can be tested with demo IDX listing data. Additional MLS service may be requested at an additional cost.
