Maps are Easy to Correct

Transcription

BASIC BROWSER
Wasatch Front Regional MLS
WFRMLS Services Overview .................................................................................1
Getting Started ........................................................................................................................ 1
Searches - the Search Process Flow........................................................................2
Select the Property Search Type ............................................................................................. 2
Enter Search Criteria ............................................................................................................... 3
Search Using the Map Tools ................................................................................................... 4
View Search Results ............................................................................................................... 5
Create Hotsheets ..................................................................................................................... 6
Description of Reports ............................................................................................................ 7
Convert to PDF (Adobe Portable Document Format) .......................................................... 10
Appendix A – Forms Packets ................................................................................11
Steps for creating Forms Packets .......................................................................................... 11
Email and Print Forms in PDF .............................................................................................. 13
Appendix B - Address Book ..................................................................................14
Address Book – main screen................................................................................................. 14
Add a New Client.................................................................................................................. 14
Edit a Client .......................................................................................................................... 14
Send Connections Invitations ............................................................................................... 15
Send Invitation Form Email .................................................................................................. 15
Appendix C - Listing Input ...................................................................................16
Create New Listing ............................................................................................................... 16
Editing Photos ....................................................................................................................... 18
View Your Inventory ............................................................................................................ 19
Listing Analytics ................................................................................................................... 19
Appendix D – Policies and Procedures Updates .................................................20
www.utahrealestate.com
230 West Towne Ridge Parkway, Suite 420
Sandy, Utah 84070
BASIC BROWSER
Phone: 801-676-5400
FAX: 801-676-5401
Toll-free: 800-236-1462
Email: [email protected]
WFRMLS Basic Browser
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WFRMLS Services Overview
The WFRMLS is a web-based service that is intended as a means for licensed real estate professionals
to share information about property that their seller-clients have made available for purchase and for
licensed real estate professionals to find available properties that meet their buyer-clients needs. It
supports database searches, provides reports in useful formats, and serves as a communication and
convenience service for our subscribers.
WFRMLS subscribers are actively licensed real estate agents and brokers, and designated office
assistants. The entries they make are commonly called “listings” which describe real property that is
available for purchase. The information they enter is searchable by all subscribers, and it is searchable
on a limited basis by the general public.
The most common use of our service is to provide visibility for property that is for sale, and thus help
persons looking to buy property to find what they are looking for. The data is also used by appraisers as
they determine accurate estimates of the value of property and by real estate agents/brokers for opinions
that help them suggest listing prices for sellers.
The WFRMLS is a for-profit company. We charge for the service we provide and make every effort
to delight our customers. We are constantly improving and adapting our service so that we can meet the
needs of our customers.
The WFRMLS is:
Not affiliated with the Government. Like all businesses, there are laws that we must follow and
some of those regulations affect our subscribers, but we are not a government agency.
Not a branch of any Association or Board of Realtors. We work closely with the boards and
associations so that our services don‟t conflict with each other, but there is no formal affiliation
between our company and the boards/associations.
Not a regulatory organization. We do regulate the way our database is used and the content of
listings, but we do not regulate the actions of real estate agents, brokers, appraisers, etc.
The WFRMLS is the primary MLS in the most populous regions of Utah. Typically, there are well
over 10,000 active listings in our database at any given time, and over 110,000 new listings are created
each year. We use this database to populate both the MLS website and our Public website.
Getting Started
Login to the MLS site: www.utahrealestate.com
www.utahrealestate.com is the portal for WFR subscribers to:





Search for properties using several new map and sorting tools
Connect with clients with a robust client management system
Build packets of online forms that allow populating multiple forms at once
Input, edit, and update all listing data
And much, much more
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Searches - the Search Process Flow
The purpose of the MLS Searches feature is to help you find data and information on properties of all
types quickly and easily – and then to provide several reports styles for saving, presenting, and printing
your search results.
The general strategy for property searches is to begin a broad search with few criteria then tighten the
search by adding selective criteria. Remember that the criteria you enter depend on the data entered by
the listing person for accuracy and completeness. “Less is more” when doing general searches.
Here is a guide to the search process using the MLS search tools:
1. Select the property Search
Type from the Searches tab
2. Enter minimal search criteria using the
Quick Search, Full Search or your own
Custom Search Form (see Appendix)
3. Use the Map tools or location
criteria to define your search area
Refine the search
as needed
4. Perform the search and view the
results. You can Save Searches anytime
5. Select properties for reports
6. Print the report(s) to PDF
for saving, emailing or printing
Step 1
Select the Property Search Type
a. Select the property type and search form; e.g., Searches – Residential - Full
b. Or select your own Custom Search form (See Appendix B)
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Step 2
Enter Search Criteria
Residential Full Search Example
The system searches for results
automatically whenever you‟re
doing a search.
You can enter
criteria in the lower,
upper, or both fields.
Search criteria are
displayed as entered
during the search.
With dropdown menus,
click each choice to
select – click again to
deselect.
Click the Close button
(or outside the menu) to
close down the
dropdown menu.
Click the white „-‟ minus
sign to clear the menu
field.
Search Menu Bar Layout
View Results takes you to the
Search Results and Reports
Clear Search Criteria – clears all data
from fields.
Save Criteria keeps these search items
for later retrieval.
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Search Using the Map Tools
Step 3
You can search using any of the location fields:
County, City, Area, Zip, or Quadrants. You can also search using only the Map Tools.
Select „Make Default
View‟ so that the map
will always relocate to
the current location
view
Jump to - Relocates the map to
an address or MLS #
Clears the area
already selected by
a map tool
Load a map area saved previously
OR
Save a selected map area as
One of your own saved areas
A public school district or
A subdivision
You can select Hide Map to
return to the input fields for
any search.
Select this icon to move
the map by clicking and
dragging with the left
mouse button.
Polygon Search – defines an
irregular shape for the search
 Click each point on the
map to begin/end a line
 Double Click on the last
point to complete the area
Zoom in/out
Rectangle Search
Click the map and
drag to define the
search area
Radius Search



Select Set Radius or
Enter Radius then select Set Radius
or
Enter From Address or MLS number
then select Set Radius
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For the Radius tool and the Jump-To features, you can enter a location using
any of these formats:
“Jump To” or “From” Format
Example
MLS number
City, state
City, state, zip
123456
Salt Lake City, UT
Sandy, UT, 84070
Street, city, state
Street, city, state, zip
Street, zip
Zip zipcode
9500 S. State, Sandy, UT
9500 S. State, Sandy, UT, 84070
9500 S. State, 84070
Zip 84109
Search area results show properties
as pinpoints – these are not
viewable until you select View
Results.
Note:
More than 200 properties will not
display pinpoints
Step 4
View Search Results
The search results are presented in a brief column list format
Select at least one (or all) of the results to view in Reports
Select the top box to select ALL properties.
When you select at least one property result,
the Search Results dropdown menu appears.
You can select up to 200 properties per page
for viewing.
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Create Hotsheets
You can create a hotsheet from the View Results selection
Create Auto Hotsheet
Select Create Auto Hotsheet anytime
- this allows you to save the criteria
for retrieval later as a Hotsheet.
Select the address on any report to
show the location with
Map
Satellite view
Street view (where available)
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Step 5
Description of Reports
All reports are convertible to PDF for printing, saving, and
emailing. Here is the list of reports with examples.
Report
Example
Brief, Medium, Full
Reports
Agent report with
property data, tax
data links, agent
reports, contact info,
and photos.
Client Full
Designed to be viewed
by the Client - Property
data, photos, tour
access, General
Remarks, and Listing
Agent Contact
Information.
Address Routing
Can calculate the best
path between multiple
destinations.
Additional locations
can be added from a
given address, MLS #,
an address book
entry, or by clicking
the map
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Map Report
Shows all properties
selected in map format
Click each property to
show the MLS#,
address, price,and
photo.
Confidential Report
A full report with all
remarks included in
the report; (i.e.,
Public, Agent, HOA,
Exclusions)
CMA Report
See the online CMA
Handout – online
help.
Shows Subject
property and
comparables in table
format with
adjustment factors
for each feature
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Photo Report
This can also be set
up as a link to a
Photo Tour
Shows all property
photos with text
PropertyActivity
Report
–Multiple Properties
Shows MLS property
history based on tax
id for all selected
properties
Export Report
Exports the
selected properties
to several optional
formats
You can customize
the data fields to
export by first
building a Custom
Report (see
Appendix)
You can then export
fields to the Custom
Report
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Convert to PDF (Adobe Portable Document Format)
Reports can be converted to Adobe© PDF from many
screens for printing, saving to disk, or emailing later as an attachment.
Step 6
Select Print Report to PDF – This
will start the PDF conversion – this
may take a few seconds to start the
PDF program.
This screen
appears next . . .
Save File Icon – click this to
save this file in PDF format,
which can be printed or emailed.
Print icon –
click this icon
to use your
local printer.
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Appendix A – Forms Packets
Steps for creating Forms Packets
5. Email Forms
1. Forms - Create New Packet
2. Select Forms for the new Packet
and Create a Packet
3. Populate forms with Common Fields
4. Save Packet
Step 1
Create New Forms Packets
Select „Create New‟ from
the Forms list.
Select Individual Forms to Include In the Packet & Create a Packet
Step 2 & 3
When finished, Create Packet then
enter information for this packet.
Select one or more forms to
include for this Packet.
Click the „add‟ to select a form.
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Step 4 & 5
Populate the Forms and Save the Forms Packet
1. Select Show/Hide Common Fields
2. Enter date to be populated in all selected forms.
3. Then Select „Fill/Update Fields’ then Save the Forms Packet.
When finished, click
„Save Packet‟.
First click Show/Hide Common
Fields to reveal the common
fields to populate
Save Packet
Show/Hide Common Fields
Enter date to be populated in all
selected forms.
Then Select „Fill/Update Fields‟
Now enter the Packet name and the client from the address book.
Now enter the packet name and
client to attach to this packet.
Last – select „Save
Information‟ to complete
the new forms packet.
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Email and Print Forms in PDF
You can print any of your saved Form Packets to Adobe PDF or email
Form Packets as PDF attachments.
Select „Saved Form Packets‟
from the Forms menu.
Next, select the packet that you want to email or convert to pdf.
Select a Packet then select „Email
Packet‟ from the „More Actions‟ list.
Then, you can choose which forms to email, and fill in the email address and message.
Select one or more forms to email.
Then complete the email message
and send the email.
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Appendix B - Address Book
Address Book – main screen
This Address Book screen is you control panel for managing your client list.
From here you can add, edit, or delete clients.
Important: You must send an Invitation to all clients that you want to receive Property Alerts
(hotsheets) or Property Selections (one time property list).
Click on Add New Client to bring
up the client input screen
Add a New Client
When finished, select Cancel or Save
The Client First and
Last name are
required fields.
Include the client‟s email address
If you want to make a connection or
To send property information.
Address and Phone
information is optional.
Edit a Client
Select one or more clients then click on „Edit Selected Clients‟:
Check one of your clients then
select “Edit Selected Clients”
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Select „Save‟ when finished – then
click „Back‟ to return to the
Address Book Screen.
From here you can change any of the
Client information.
Send Connections Invitations
Select clients to send invitations.
Then select „Send Invitations‟
Send Invitation Form Email
Complete email invitation message
then select „Send Invites‟.
You can also request „Exclusive
Connection to encourage your
client.
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Appendix C - Listing Input
The Listings item on the menu bar provides access to the entire Listing
Input feature of the MLS. Access depends on the level of access allowed by each broker (i.e., Add / Edit
Listings, Edit Status, Edit Photos, Edit Virtual, Tours, Edit Open Houses)
The new system includes several key features to improve listing input:
1.
2.
3.
4.
5.
6.
7.
Single scrollable input screen for inputting listings
Improved error checking – including „jump to‟ links to required fields
Help bubbles for each input field
Unlimited number of characters for all remarks
New HOA information fields – including HOA remarks
Improved map location using Google Maps
Save listing ID for download by broker- load person in your office
Listing Input Choices:
Create Listing – full rights to
add new listings
Unfinished Listings – retrieve
listings not finished
Current inventory of
all property types.
Create New Listing
Enter First Name of Agent
and Listing Name
Then Start Listing
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New Listing Input Features
Links to jump to
mandatory fields
and errors
Required fields are
marked with a red
bullet point
Each field has Help
bubble for more
information
Save as „Unfinished Listing‟
You can Publish to
MLS if you have
broker load rights.
You can save as
Unfinished for later
publishing to MLS
HOA Information Input Fields
HOA input fields
expanded - including
HOA Remarks
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Editing Photos
1. Select any current listing
2. The Edit Listing screen appears
3. From here you can select „Edit Photos‟
Select „Edit Photos‟
Click here to
upload new photos
from your p.c.
You can click-n-drag to
rearrange photos
Or you can click on
‟Edit‟ to change the
photo text.
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View Your Inventory
You can show your inventory from several locations:
The Home Page
The Listings menu
Listing Analytics
When you select a property type, you can then select „Views‟ to see the Listing Analytics window
You can print to
PDF or email a PDF
of this report.
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Appendix D – Policies and Procedures Updates
The utahrealestate.com website contains links to the
current Policies and Procedures as well as the Fine Policy
(select Support/License Agreements).
12. All Remarks
must follow Fair Housing rules and must not
contain any commissions information
The Fine Policy is the list of violations which will result
in the violating subscriber being assessed a monetary fine.
Such infractions would result in the MLS being less
accurate or less current. They may also threaten the
security of our data or place the WFRMLS in a position
of liability.
13. All subscribers are required to keep confidential
information confidential, and never share their
passwords. A fine of $1,000 for the first offense and
$5,000 for the second offense will apply for
violating this policy followed by a possible
termination under the Policies and Procedures
The amounts of the fines vary from $10 per day up to
$1000 (for privacy/security violations).
Realtor Links
1. www.slrealtors.com Salt Lake Board of Realtors
It is worth your time to read the policies.
Here is a summary of recent updates to the WFR Policies
& Procedures as well as the Fine Policy. For a complete
list of updates, refer to Announcements on the
wfrmls.com site:
1.
2.
3.
The primary photo may be a photo of either the
interior or exterior view of the property. At least one
of the photos must be an exterior view of the
property.
New: Property photos must depict the property and
may contain superimposed text – but not contact
information.
Listings must be entered within 3 business days of
the listing date (listing agreement)
4.
For market status property changes, the listing
must be updated within 3 business days
5.
When a listed property is sold, the listing must be
updated to reflect sold status within 10 business
days of closing
6.
7.
8.
2.
www.ucaor.com Utah County Association
3.
www.northernwasatchrealtors.com/
Northern Wasatch Association
4.
www.utahrealtors.com Utah Association of Realtors
5.
www.cache-rich.com Cache-Rich Assoc. of Realtors
6.
www.btbr.qwestoffice.net Brigham-Tremonton Board of
Realtors
1.
Public Links
www.schools.utah.gov/pr/edinfo/default.htm
Utah School Districts – links to district sites
2.
www.utahrealestate.com WFR's public site
3.
realestate.utah.gov Utah State Div. of Real Estate
4.
www.co.weber.ut.us/gis Weber County GIS
5.
www.co.davis.ut.us/recorder Davis Cnty Parcel Search
6.
www.utahcountyonline.org/ Utah County Recorder
No “For Sale by Owner” or sold signs other than
those of the listing broker may be placed on a listed
property
1.
When inaccurate listing data is found, corrections
must be made within 3 business days
Statistics Links
www.slrealtors.com/bs_marketstats.html
Salt Lake/Davis County
2.
www.ucaor.com/statistics.htm Utah County
3.
www.utahrealtors.com/quarterly/mktrpts.htm
UAR statewide
4.
extras.sltrib.com/HomePrices
Salt Lake Tribune Home Sales Statistics
Listing information must match the listing input form
signed by the seller
9.
Listings must comply with all state, federal, and
local laws (e.g., fair housing act, etc.)
10. For any person whose image is in a graphic, a
written consent, and a waiver of all applicable
publicity rights is required - a copy of any such
consent must be sent to WFR
11. Public Remarks may not contain contact
information (except for Broker/Agent remarks)
20
Miscellaneous Links
www.hud.gov/offices/fheo/FHLaws/yourrights.cfm
Fair Housing Laws
www.usnaviguide.com/zip.htm
Zip code map
4/13/2010

Maps are Easy to Correct

Transcription

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