BROKER TRAINING

MLS TIPS & TRICKS

GETTING STARTED
  • Dashboard = customizability
    • Tip: Clicking on the Help (top right) has a selection to Help With This Page feature = a pop-up help screen for the page your are currently on.
  • Add Listings
    • General tab
      • Select Property type
      • add a co-listing agent/ if applicable
      • Note: adding in a tax ID will populate the tax records (not every system has this option)
    • Address tab
      • fill in the required fields
      • Note: Highligeted fields are REQUIRED to add the listings
    • Main Fields tab
      • a pop-up map will display/ ensure it reveals and accurate location/ if not, drag and drop the pin to the correct location/ this will make it easier for other agents to find your listings/ especially while using any mobile features
        • Note: switching to satellite view makes this a little bit easier to see
      • Once the pin is in the correct location/ click use this location
        • Note: you may receive a pop-up that your address is different than the Geocoder Address/ AKA - the postal address
      • fill in the required fields
    • Detail tab
      • Fill in the required fields 
      • place check marks next to appropriate fields
    • Rooms tab (not all systpems have this feature)
      • Fill in the required fields 
    • Export
      • Seller Opt Out
        • Place check marks next to appropriate selection
        • (Ex: Seller Directs Listing to be Excluded from internet)
        • Note: your selection may pre-select checkmarks to the below listing export options.
      • Listing Export Options
        • Place check marks next to appropriate selection
        • (Ex: Show Address on Realtor.com)
    • If all highlithed/ required fields ARE filled out ...
      • click Add Listing
    • If all highlithed/ required fields are NOT filled out ...
      • click save incomplete to place this listing in the Incomplete Listings 
      • to get to incomplete listings go to your menu, ...
        • type in Incomplete in the search and click on the puplated My Incomplete link
        • OR
        • under the Add/ Change heading click on My Incomplete
LISTING COLLECTIONS

Why would you like to use a Listing Collection?
  • Great for CMA reports
  • Great for showings 
What's the difference between a Saved Search and a Listing Collection?
  • - You can create both from a search result. 
  • - A saved search is always going to filter through the system, looking for matches to the current criteria and will update automatically.
  • - A Listing Collection is simply a specifically saved and will stay in that collection regardless of the method used to select them and will not auto-update. 
How 2: Create a Listing Collection
  • Click on Quick Search
  • Select Quick Search template
  • Enter search criteria (similar to comparison property/ best match comparable listings)
    • Cool Feature: combine with Map Search criteria
    • Under the Edit Search Tab/click Map Search 
    • Find subject property and create a radius around it by ... Clicking the pushpin in the bottom right-hand corner
    • Enter in the subject property address into the pop-up screen and click locate
    • Ensure the push pin icon is located at the correct address by ...clicking Satellite View and drag the pin, if needed, over the correct property address.
    • Once the push pin is in the correct position, click Use This Location and select Radius Search option.
    • the default is 1.0 (one mile) /Click Create Radius
    • Zoom out to see the previously applied search criteria that fall within the drawn radius.
    • The top left of the search panel will reveal how may results were found (View Results: 7)
  • Click on the List tab to view the results in more detail.
  • Click on the Detail tab to ensure each property is in similar condition, size, features etc to the subject property.
    • Place a check mark next to the properties that are the best fit.
    • Save the collection ...
  • Click Save icon(top right corner of screen)
    • Select Save Selected As
    • Name the Collection (Ex: Contacts name - Listing collection)
    • Check mark Save to My Listing Collections
  • To view Listing Collections
    • Go to Menu and type in the title Listing Collections and click on the found Search labeled Listing Collections.
      • Tip: Can star the label to add to your favorites bar ='s easily assessable from any screen.
    • Once in the Show, My Listing Collections screen you can ...
      • re-name your collections
      • remove a collection
      • view the contents of the collection
  • Add more listings to the collection
    • Click on Quick Search
    • Select Quick Search template
    • Under the Edit Search Tab/click Map Search 
    • Find subject property and create a radius around it by ... Clicking the pushpin in the bottom right-hand corner
    • Enter in the subject property address into the pop-up screen and click locate
    • click Use This Location and select Radius Search option.
    • the default is 1.0 (one mile) /Click Create Radius
    • Re-enter the search criteria/ change what you would like ...
      • (Ex: Old search was for closed listings/ change to Active listings)
      • (Ex: Old search did not enter the year built/ add the year)
    • Click on the List tab to view the results in more detail.
    • Click on the Detail tab to ensure each property is in similar condition, size, features etc to the subject property.
      • Place a check mark next to the properties that are the best fit.
      • Save the collection ...
    • Click Save icon(top right corner of screen)
      • Select Save Selected As ...
      • Option one: Create a new collection
      • Option two: select an existing collection by clicking the name
        • keep the Check mark Save to My Listing Collections
        • Select ...
          • Add to Collection = will ADD to the existing collection
          • OR
          • Replace Collection = will override/ replace/erase the existing collection/ Previously selected listings with be replaced with the currently selected listings.
          • Save
  • Use saved Listings Collection in CMA reports
    • (Need help creating CMA? click the Help button at the top right select Video Tutorials and watch a tutorial also under Help is the Webinar Library) 
    • Menu
    • Type CMA in the search bar
    • CMA screen / click new
    • Select property type
    • Fill in the For: field (Tip: keep the name consistent with the Collection name. Ex: Contacts name)
    • click Subject tab
    • Click Auto-populate  
    • add the Listing Number in the pop-up screen and submit
      • (Note: if the property has never been on the market before you will have to manually fill in the information)
    • Click on the Comps tab
      • Click + Add Comparable
      • Under the Listing Collection heading and select the Listing Collection, you would like to utilize. and Click on + Add Comps
      • A list will populate on the screen/select, by check mark the listings you wish. 
        • Tip: you can rearrange the list by going to the actions column and drag and drop to alter the order.
        • You can make adjustments by Clicking on the Adjustments tab.
        • You can review the statics by Clicking on the Summary tab.
        • You can review the recommended price by Clicking on the Recommendation tab.
    • click Finish tab
      • From this screen, you can...
      • E-mail
      • Save
      • View 
      • Create a PDF download