Online Seller Advantage - Berkshire Hathaway HomeServices
Transcription
Online Seller Advantage - Berkshire Hathaway HomeServices
Online Seller Advantage © 2008 Prudential Real Estate Services Company Online Seller Advantage Valuable Tools for Winning, Retaining, and Renewing Listings by Prudential Real Estate Services Company Online Seller Advantage (OSA) is an exclusive Prudential Real Estate service offered to Prudential Real Estate sales professionals. Online Seller Advantage provides sales professionals powerful tools to: o Attract listing prospects o Win listing agreements and contracts o Service listing customers on a daily basis with valuable information o Feature listings on Yahoo! Real Estate © 2008 Prudential Real Estate Services Company All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the publisher. Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks. While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document. Printed: June 2008 Contents 3 Table of Contents Foreword Part I Introduction 5 7 1 Getting Started ................................................................................................................................... 8 2 Main Menu -................................................................................................................................... Welcome! 11 Part II Secure Listings - Listing Presentation Reports 15 1 Create a Listing ................................................................................................................................... Presentation Report 15 2 Requested Listing ................................................................................................................................... Presentation Reports 21 3 View, Print, Edit ................................................................................................................................... Report 24 Part III Service Listings - Listing Activity Email 29 1 My Listings ................................................................................................................................... 29 2 Set Up Seller................................................................................................................................... Email 39 3 Manage Pru ................................................................................................................................... IDs 46 View Pru IDs .......................................................................................................................................................... Generate Pru .......................................................................................................................................................... IDs Add an Existing .......................................................................................................................................................... ID Release Pru IDs .......................................................................................................................................................... Reassign Pru.......................................................................................................................................................... IDs Part IV User Profile 50 51 51 52 52 55 1 My Profile ................................................................................................................................... 55 Part V Frequently Asked Questions 62 1 I've subscribed, ................................................................................................................................... now what do I do? 62 2 What is a Listing ................................................................................................................................... Presentation Report? 64 3 How do I create ................................................................................................................................... a report for my listing appointment? 64 4 I've requested ................................................................................................................................... a report, now what do I do? 64 5 What do the................................................................................................................................... numbers on the report mean? 65 6 When will my ................................................................................................................................... listing information be in OSA? 67 7 Why does "Address ................................................................................................................................... Not Published" show for my listing address? 67 8 How do I send ................................................................................................................................... email to my sellers? 68 9 What is the Listing ................................................................................................................................... Activity email? 69 10 Can I add more ................................................................................................................................... than one email address to a listing? 69 11 How do I change ................................................................................................................................... my phone number? 70 12 How do I change ................................................................................................................................... my email address? 71 13 What is Online ................................................................................................................................... Advantage? 71 14 What is a Pru ................................................................................................................................... ID? 71 © 2008 Prudential Real Estate Services Company 3 4 Online Seller Advantage 15 How do I use................................................................................................................................... my Pru ID? 72 Part VI Document Library Index 74 75 © 2008 Prudential Real Estate Services Company Foreword Foreword © 2008 Prudential Real Estate Services Company 5 Part I Introduction 1 7 Introduction The Online Seller Advantage – Valuable New Tools for Winning, Retaining, and Renewing Listings Welcome to the Prudential Real Estate Online Seller Advantage (OSA), your tool to help capture and manage new and existing listing inventory. Use this tool in conjunction with your existing listing presentation to utilize the Prudential Real Estate Online Advantage to distinguish yourself from the competition. By delivering all of the service and support you currently provide along with the Online Seller Advantage, you will set yourself apart from the rest. Capturing Listings: Use the OSA Listing Presentation Report 15 to illustrate and differentiate the Online Seller Advantage that you, as a Prudential Real Estate sales professional, offer above and beyond the competition. Provide an insight of what customers are looking for along with what type of traffic your seller can expect based on the historical data only you can provide. Maintain and Service Listings: Once you have successfully captured the listings, use the Online Seller Advantage to help communicate and inform your seller 39 about the ongoing consumer interest in the area and their home. Automatically provide your sellers daily or weekly activity emails itemizing the interest level of online buyers on their specific property. The emails provide buyer behavior from all of our websites including those from Prudential.com and Yahoo! Real Estate as well as updates of all property listings in your seller's area. Market Listings: Give your listings an advantage. Make your listing properties stand out and get noticed by buyers driving the neighborhood. Our Yahoo! sign rider for OSA subscribers includes a unique industry Pru ID that efficiently connects buyer prospects directly to a full detailed display of your property listing through Prudential.com/Find a Home and Yahoo! search - a true seller advantage! And you can use the Pru ID for all your marketing endeavors! For help setting up your OSA account see Getting Started 8 . How Online Seller Advantage Works All of the statistical numbers on the Listing Presentation Report and Listing Activity Email come from data collected from the Online Advantage system. The Online Advantage system is a combination of websites that a consumer uses to search for homes and is a powerful back office tool used by Prudential Real Estate eTeams to efficiently manage online customers. The OSA tool consists of many features, which can function together or separately. OSA features include: · · Pru ID searchable on Prudential.com/Find a Home, Yahoo! search and Yahoo! Real Estate Yahoo! Sign Rider available for purchase © 2008 Prudential Real Estate Services Company 8 Online Seller Advantage · · · Featured Property Status Listing Presentation Report Daily/Weekly Listing Activity Emails We capture buyer search activity for the past 30 days from the Online Advantage market areas. The Online Advantage market areas are determined by the service areas defined by your affiliate. Please note that your company’s Online Advantage service areas may not cover all of the zip codes in the MLS. In these instances, data may not be available for the Listing Presentation Report and Listing Activity Email. Therefore, some OSA features may not be available on all listings. In these situations, you will be able to use other features of OSA, but some of the aggregated data from buyer searches may not be as powerful as it is when full data is available. The following are some reasons why Prudential Real Estate may not have data available for OSA: · · · There are a limited number of affiliates whose MLS does not currently permit Prudential Real Estate to obtain property information. Your broker may be a member of multiple MLSs and the zip code where your listing resides may fall outside of the MLS that provides data to Prudential Real Estate. In most cases, these MLSs will not allow us to co-mingle the data. The zip code where your listing resides is not included in your affiliate’s service area. In this case, contact your Broker to request that the zip code be added. The request will be dependent on approval by Prudential Real Estate Affiliates, Inc. The OSA tool provides indicators of what components can be used through the use of red, yellow and green stoplight icons. For further discussion of the stoplight indicators, see My Listings 29 1.1 Getting Started What to do First to Set Up OSA... I have subscribed to OSA, how do I get started? How to Set Up Your OSA Account 1. Verify Your Account Settings From the Main Menu, click: Edit Your Online Seller Advantage Account. Note: Most of the information contained in this section will be made available for public viewing, so be sure to list the name, email address and numbers you want to give your customers. The items on the Account Information, Phone Numbers, and Agent Photo tabs will print on your Listing Presentation Reports, in the Listing Activity Email, and be displayed for your listings when using the Pru ID. © 2008 Prudential Real Estate Services Company Introduction 9 1. On the Account Information tab, verify that your name, email address, and office address are correct. Verify default settings, and enter a slogan or your user name and password for use at the OSA Sign On page. See My Profile 55 for more information. 2. On the Phone Numbers tab, enter the phone number(s) you want your customers to use to contact you. (Be sure to click Submit Changes to save.) You may add up to 4 phone numbers, see Phone Numbers 56 for more information. 3. On the My Photo tab, you may upload your photo if you wish. There is a default photo that will appear on your Listing Presentation reports and the Listing Activity email if you don't have one available. See Upload My Photo 58 for more information. 2. Attach Your Listings to Your OSA Account From the Main Menu, click: Send Activity Email to Your Sellers and Manage Pru IDs. 1. On the Manage Listings tab, enter either a MLS number or the house number and street name of one of your listings and click Search. We will search for that listing and display it and all of the other listings we find for you. See Identify Listings 38 for more information. 2. Once you are presented with a list of your listings from one or more MLSs, you will be asked to verify that the listings are yours. To do this, click the These Are My Listings button. See Manage Listings 38 for more information. 3. When your listings are attached, you may set up the Listing Activity email to be sent to yourself and/or your sellers. See Send Seller Email 39 for more information. 4. Assign or generate Pru IDs for your listings. You can generate a Pru ID for an individual listing by clicking the Generate Pru ID link for that listing, or you can generate a bulk amount of Pru IDs at once. See Generate Pru IDs 51 for more information. 3. Experiment With the Listing Presentation Report From the Main Menu, click: Create a Listing Presentation Report. © 2008 Prudential Real Estate Services Company 10 Online Seller Advantage 1. On the Create Report tab, simply fill in the information for existing listings (to experiment) or for a prospective listing or farm area to get a Listing Presentation report that will provide you with real numbers from the Online Advantage 71 system. See Create a Listing Presentation 15 report for more information. Navigating Through the Website There are main navigation items at the top of every page to help you move through the site. They include: Logo Clicking on your company logo will take you to the Main Menu from anywhere in the site. Main Menu Takes you to the menu. From there, you can go to create a report, see previously created reports, set up seller email, or administer your account. Reports Also the Find a Requested Listing Presentation Report link on the main menu, this link takes you to a list of your reports that have been previously created or requested. Listings Also the Send Activity Email to Your Sellers link on the main menu, this link takes you to a list of your current listings in MLS. Learn More Opens up this help documentation, specific to the page you are on. Links Available in the Page Footer From any page in Online Seller Advantage, you may access the following items: © 2008 Prudential Real Estate Services Company Introduction 11 Support Displays training resources and OSA support options. Terms of Use Displays the current Online Seller Advantage Terms of Use agreement. Privacy Policy Displays the current Online Seller Advantage Privacy Policy. Using the Table Filters Often, when we display results in a table, we include a filtering capability that is convenient and easy to use. How to Filter Records in a Table The filters are located under the column headings. They are the almond colored boxes circled below: To use, just click in the box and type the letters or numbers you want to find. As you type, the records will filter, and the results will display. You can filter as many columns at a time as you need to get the results you want. To clear the filter, just highlight and delete the text you entered, or refresh the page in your browser. 1.2 Main Menu - Welcome! Welcome to Online Seller Advantage This page is the menu for Online Seller Advantage (OSA). Use this © 2008 Prudential Real Estate Services Company SEE ALSO: What is a Listing Presentation Report? 64 How do I create a report for my listing appointment? What is the Listing Activity email? 69 64 12 Online Seller Advantage page to navigate to any of the other sections of the Website. Main Menu Options: Create a Listing Presentation Report 15 Link opens the Create Report form, where you can enter information regarding the seller and their property, and request a Listing Presentation report. What is a Listing Presentation Report? The Listing Presentation report is a marketing brochure that you can customize for your prospective listings and sellers. This brochure demonstrates Prudential Real Estate's industry leading web presence powered by our Web site network and the benefits that are provided to the seller only when listing with a Prudential Real Estate Network member. · Your subscription to OSA entitles you to request this marketing brochure for as many sellers and properties as you wish. See examples of the brochures: · Original Listing Presentation Brochure · Listing Presentation Brochure with Slogan · Listing Presentation Brochure with Slogan and Map Find a Requested Listing Presentation Report 21 Link opens the Requested Reports page where you can see all reports that were previously created by you or for you. Send Activity Email to Your Sellers 29 and Manage Pru IDs Link opens the Listings page where you can select a property to set up for listing activity email or assign a Pru ID to your listing. What is the Listing Activity email? The Listing Activity email is an informative daily or weekly update that comes from you, to the seller. It tells them how many times people saw the listing in home clips, looked at the property details, or added the property to their portfolio in the Online Advantage system. There are 5 sections to the email your seller can receive. You choose what information you would like to send, and the frequency. The email comes from you and can contain the following: 1. The activity summary section tells your seller what activity occurred on your Website with regard to his listing. 2. The market activity sections are notifications of MLS changes to properties near the seller's property priced within 20% of the seller's list price (this is the default range). There are 4 kinds of market activity: · New Listings - Listings that have come on the market near the seller's property. · New Photograph Notice - Listings near the seller's property that have new or updated © 2008 Prudential Real Estate Services Company Introduction 13 photos. · Status Change Notice - A listing near the seller's property had a status change. · Price Change Notice - A listing near the seller's property had a price change. Note: The area used to select listings in the market activity section is based on the radius selected on the individual email subscriptions you set up. In cases where the address of your listing cannot be verified, the zip code will be used instead of radius for the notifications. In markets where the MLS does not provide addresses, the zip code will be used instead of radius for the notifications. 3. For more specific notifications, use the Advanced Criteria section. There, you may select which properties your sellers are notified of based on property type, price range, number of bedrooms, bathrooms, stories, and garage spaces, as well as a square footage range. Edit Your Seller Advantage Account 55 You may view or edit your Online Seller Advantage account settings. You may edit your email address, phone numbers, slogan, and upload your photo. © 2008 Prudential Real Estate Services Company Part II Secure Listings - Listing Presentation Reports 2 Secure Listings - Listing Presentation Reports 2.1 Create a Listing Presentation Report Summary: Fill out this form to request a Listing Presentation report. The report may be created for any property in the Online Advantage system service area. 15 SEE ALSO: Address Verification 20 Tweaking your Report 26 Using Advanced Criteria 17 Create Report Functionality: Create Report Form (view) Seller's Name: Enter the seller first and last name in the 2 boxes provided. The name will be printed on the Listing Presentation report formatted in the way you type it. Examples: Information Entered Like This: Prints on the Report Like This: Steve Smith Steve & Jane Smith Mr. and Mrs. Smith Steve Smith and Jane Smith Email Address: Enter the seller's email address if you have it. This is an optional field. The information will not print on the report. Note: If you do have the seller's email address on your report, when you get the listing, and wish to set up the seller activity email, we will fill in the information from your report for you. Property Address: Enter the House Number, Street Name, and any unit numbers. The address verifier should make corrections such as adding street suffixes and directional indicators. © 2008 Prudential Real Estate Services Company 16 Online Seller Advantage Examples: Address Example: Enter Like This: A townhouse or condominium 3275 Montclaire Ct 17C [Street #] [Street Name] [Unit] A house with a street name only In this example, if you take out the Ct suffix, we cannot verify the address. 2171 Vision View [Street #] [Street Name] A house with a directional and suffix 2608 W Placide Ct [Street #] [dir] [Street Name] [suffix] City: Enter the city the property is in. If you don't know this, but do know the zip, you do not have to enter the city. State: Select the state from the list. If you know the zip, you do not have to enter the state. Zip Code: Enter the zip code of the property. If you don't know the zip code, but have entered the city and state, you can leave the zip code blank. Estimated Price of Property: Enter the price you think the property should list for. This information will not print on the report, but you must be within reason for the area, or you will not get good results on your report. See Tweaking Your Report 26 for more information. LPR Style (templates): There are 3 Listing Presentation Report styles that you can choose from. Before your report may be run, you have to select a template. The original report template is selected by default. Original: View the Original Report This Listing Presentation Report contains less personalization. © 2008 Prudential Real Estate Services Company Secure Listings - Listing Presentation Reports 17 Without Map: View the Without Map Report This Listing Presentation report has your slogan under your contact information and a new layout. With Map: View the With Map Report This Listing Presentation report has your slogan under your contact information and a new layout, plus, the map pinpoints 10 of the locations closest to your home. Show Advanced Criteria link: (view) This toggles the Advanced Criteria section where you may enter more specific information about the prospective listing to limit the numbers returned on the report. When selecting or entering advanced criteria ranges for the LPR, think of the way a buyer looking for a home like the subject property would search. For example, a buyer may not care if a home is attached or detached as long as other criteria match, however, they would not be likely to be looking for a piece of land or a 4 bedroom house in the same price range. Property Type: This section lists all of the available property types in the MLS in the property area. All property types will be selected by default. If you wish to limit the LPR to only show searches that include a specific property type or types, uncheck the types you do not wish to count in the results. Property Type Selection List What this means on the LPR This is the default report setting. Checking all of the property types that are available in the MLS(s) that the prospective listing is in will give you the most number of searches in which the property would be returned. Note: In some areas with more than 1 MLS covering the area, there may appear to be duplicate or redundant property types. This is due to the system combining the available types from all MLS sources. © 2008 Prudential Real Estate Services Company 18 Online Seller Advantage The report will only count searches performed on the site where the property type(s) selected by the customer included Single Family. This means if the customer ran a search for Single Family and Townhouse/Condo, the search would be counted on the report. If the customer ran a search for Townhouse/Condo, the search would not be counted on the report. List Price: The price range in the List Price fields will display the values that the LPR uses to determine if a customer search would have pulled up the subject property. To adjust the default price range, check the box in front of "override" and type in your adjusted range. List Price Values How the List Price affects the LPR The default list price range is pre-filled according to what you have entered in the Estimated List Price field in the Create Report section above. To change the price, check the box to override the default values. Once you have done this, changes made to the values will remain as you entered them even if you change the estimated price in the Create Report section. Increasing the price range will result in more searches in the last 30 days, for last week, and for yesterday. Decreasing the price range will result in fewer searches in the last 30 days, for last week, and for yesterday. © 2008 Prudential Real Estate Services Company Secure Listings - Listing Presentation Reports 19 Bedrooms, Bathrooms, Square Feet, Garage Spaces, Stories: Any of these ranges may be left blank. By using all of the ranges, you may be discarding legitimate searches of customers that would be interested in the subject property. If you wish to restrict a field to a single number, you must enter the number in both boxes. For example, to only pull customer searches with 2 bedrooms in their search you would enter it like this: Radius: The default radius for a Listing Appointment Request is .25 mile. The area can be expanded as needed to provide more results. Note: In markets where the address is not published, or if you choose Keep This Address, it is possible that you will get fewer results by using the radius because radius is determined by the property latitude and longitude. Request Report Button Verifies the address entered with USPS address data, and submits your request for processing. If the address is ambiguous, changes will be suggested on the Address Verification page. General Information: The Online Advantage Service Area The Online Advantage service area is determined by the zip codes your affiliate has indicated that they are willing to service. Therefore, the Online Advantage service area may not cover all of the zip codes in the MLS. The zip codes that are not covered will not be available on your affiliate's Online Advantage Web site for customers to search. In these instances, customer search data is not available for the Listing Presentation Report and it cannot be generated. In some cases your affiliate may not notify us of additional zip codes they service, a zip code may split into one or more zip codes, or a new zip code may be added that no one is aware of. If you attempt to create a Listing Presentation Report and receive an error message, please contact your OSA Manager. © 2008 Prudential Real Estate Services Company 20 Online Seller Advantage Address Verification When any changes are suggested for the address you entered, you will be given the opportunity to accept or reject the changes. Corrected Address Notification (image) In most cases, you will have the following 3 options after entering an address with corrections: Edit Address This button will return you to the Create Report form. From there, you may make changes to the address you entered, and click Request Report again. Keep This Address If you choose Keep This Address, your report will be submitted with the verified address to ensure accurate data. However, the address will print on your Listing Presentation report as you typed it. Accept Updated Address Accept Updated Address will revise the address that prints on your Listing Presentation report to what you see in the USPS Updated Address box. In some cases, you will not be able to click Accept Updated Address. The following table shows some messages you may see and a suggested solution. Error Message Solution © 2008 Prudential Real Estate Services Company Secure Listings - Listing Presentation Reports 2.2 21 The address you entered does not seem to exist on the street you entered. We were able to verify the street exists, but the house number is not listed on that street. Verify that you entered the house number correctly, and if so, click "Keep This Address" to run the report. In some cases, removing a space in a street name will allow the address to be verified. The address you entered could not be verified because more than one address matched your entry. Please try to clarify the address by adding a unit number, or additional distinguishing information. We aren't able to return more than one address. If this message appears, try adding the suffix to the street name (Lane, Drive, Court, Circle), or if there is a unit, condo or suite number, add it and try again. We were not able to verify the address you entered. If you are sure that it's correct, select "Keep This Address", otherwise select "Edit Address". The data we have does not contain this address. Try entering less information by removing a unit number, street suffix, or directional; or removing the ZIP Code; or removing the city name. Requested Listing Presentation Reports Summary: SEE ALSO: Reports that have been requested for you or by you are listed in Editing the Listing Presentation 25 this table. From this page you can view, edit, or delete a Listing Report Presentation report. Requested Reports Functionality: We have included some uncommon tools to make this report more useful. One of the newest is automatic filters for each column. Requested Reports (view) Sort the Columns All columns may be sorted by clicking on the column name. Click once to sort ascending, and again to sort descending. Filter the Table The lighter boxes under the column names are column filters. Enter characters into the filters to display rows with those characters. The display will change as you type. © 2008 Prudential Real Estate Services Company 22 Online Seller Advantage How to Use the Requested Reports Filter The filters are located under the column headings. They are the almond colored boxes circled below: To use, just click in the box and type the letters or numbers you want to find. As you type, the records will filter, and the results will display. You can filter as many columns at a time as you need to get the results you want. To clear the filter, just highlight and delete the text you entered, or refresh the page in your browser. View Deleted Checkbox Check this box to show your deleted reports along with the rest. A deleted report will have the word Restore in the action column. Request Date Displays the date the report was requested. If you edit your report address or the estimated list price, the request date will change to the date you edited the report. Seller Displays the seller name entered on the report. Address Displays the address the report was run for. Status Displays the current status of the report. When a report displays the status Available, simply click the word to view the report. Processing reports will change to Available when they are completed. We refresh the page for you every 10 seconds to let you know when the report is ready, however, you can refresh the page more often by using the Refresh feature in your browser. © 2008 Prudential Real Estate Services Company Secure Listings - Listing Presentation Reports 23 View Deleted (Action Column) Displays the actions you can take on the report. Actions include Edit, Delete and Restore (for deleted reports). Edit This action will open the Create Report form with the chosen report information pre-loaded. For more information on editing reports see: Edit Report 25 . Delete This action will remove the report from your current view. Reports are not actually deleted, but Delete will hide reports that you no longer need or want. Restore This action is only available on a deleted report, and will move the report to the view you see when the page opens. OSA Availability Displays a green or yellow "light" that tells you which features of OSA will be available for that property. OSA Availability Indicator Means All features of OSA should work with this property once you list it. Note: In some areas with more than 1 MLS covering the area, the availability stated on the LPR may be different than on the listing depending on which MLS you enter the listing in. All features of OSA should work with this property once you list it. Because it is not in one of the zip codes your affiliate has indicated as a service area, the data contained in the LPR may be different than a prospective listing that has a green light. © 2008 Prudential Real Estate Services Company 24 2.3 Online Seller Advantage View, Print, Edit Report Summary: This page displays your finished report. You may scroll and view the whole report, print the report, or email it. SEE ALSO: Tweaking Your Report 26 Changing Your Phone Numbers 57 View, Print, Edit Functionality: View Report tab Here, you can view the Listing Presentation report. The report is large, so we have contained it in a scrollable window. Scroll Report To see your entire report, use the scroll bar to the right. Click on it and move the bar up or down to view sections of the report. View Marketing Documents This link opens Learn More where you can view and print various documents about OSA. Print Report (HTML - Draft) Opens the Listing Presentation report in HTML format. This means the pictures will not be very crisp and clear when printed. © 2008 Prudential Real Estate Services Company Secure Listings - Listing Presentation Reports 25 Print Report (PDF - Quality) Opens the Listing Presentation report in a high-resolution format that is optimum for printing. Note: You will need Adobe Reader 6.0 or newer installed on your computer to be able to use this function. If you do not have it installed, we have included a link button to Adobe where you may get a free copy. Edit Report tab This function allows you to change the report statistics or seller information. Seller's Name Change the first or last name of the seller here to have the report changed immediately. Email Address The seller email address can be changed or removed. Note: The email address is not used at this time, but will be populated later when you set up seller Listing Activity email. Property Address Any changes to the street address will cause the address to be validated again, and the report will be regenerated. City, State, Zip Any changes to the street address will cause the address to be validated again, and the report will be regenerated. Estimated Price of Property Any changes to the estimated price will cause the report to be regenerated. Note: We use a range of +/- 20% of the Estimated Price to generate a price range for the report. For more information see What do the numbers on the report mean? 65 Email Report tab This function allows you to send the report to someone in an email. This is not the daily Listing Activity email to the sellers. Recipient Name Enter the first and last name of the person you wish to send this report. © 2008 Prudential Real Estate Services Company 26 Online Seller Advantage Email Address Enter the email address of the person you wish to send this report. Only 1 email address may be entered at a time. Comments Enter comments for the recipient of the email. The comments will print in the email. Counter The counter counts down how many characters you have remaining in your message. The email message allows you to send a total of 255 characters. General Information: Tweaking Your Report If the report you ran is just not showing the numbers you think it should, there are a few things to check to make sure you are getting the correct numbers. Below are some possible reasons the numbers could be off and what effect they have on your report: 1. The address you used is not the verified USPS address · Check the city name · Check the zip code 2. The price of the house is too high or low Note: If you estimate the price of the house too high or low for the area, the report will not be as accurate. When a search is made in an area or zip code, the price range determines how many searches are done. For example, you wouldn't search for a © 2008 Prudential Real Estate Services Company Secure Listings - Listing Presentation Reports $100,000 house in an area with only $750,000 houses. © 2008 Prudential Real Estate Services Company 27 Part III Service Listings - Listing Activity Email 3 Service Listings - Listing Activity Email 3.1 My Listings Summary: This page shows your listings that are eligible for seller email. Also, you may generate, assign, or detach a Pru ID from one of your listings, and view immediately whether a listing is set up for seller email. SEE ALSO: Setting up seller Listing Activity email 39 Identifying your Listings 38 Managing Pru IDs 46 When will my listing information be in OSA? 29 67 My Listings Functionality: My Listings tab (view) This tab displays the addresses of all of the listings that are matched to your name. If you have listings that you do not see on this page, you can find them by going to the Manage Listings tab and entering the MLS number or address of one of your listings. Your listings will remain in OSA until they are off the market and the data has been updated for the MLS your listing is in. If the price or other listing information changes, we will pick up those changes as well the next time the data is updated from the MLS. Search for a Property in Your Listings The search box at the top of your listings page can be used to quickly locate a specific listing or group. 1. Enter the address, city, state, MLS Number, Pru ID, or seller name of the listing or group of listings that you want to find in the search box. 2. Click the Find button and the results will appear. The search will check each field mentioned above and display all listings with your search criteria in one of those fields. 3. To clear the filter and display all listings again, click the Clear button. Sort Your Listings The sort links are located under the search filter. Your listings may be sorted by clicking the desired sort link. Click once to sort ascending and click again to sort descending. Listing Information Box Your listings are displayed in an information box which contains information about a listing © 2008 Prudential Real Estate Services Company 30 Online Seller Advantage as well as the ability to add and edit certain items in your listing. We'll call this a listing clip. Below, we will go through this listing clip in detail. Note: Edits made using these tools do not transfer to your listing in the MLS. This is a listing clip located on the My Listings tab of Send Activity Email to Sellers. Address The address of your listing is displayed in this area. In areas where there are more than one MLS, you may see the same address more than once if your listing is in more than one MLS. Why does "Address Not Published" show for my listing address? In some cases, your listing's MLS does not provide us with complete data, and the data we are given only has city, state, and ZIP Code in the address elements. Another reason may be that your MLS allows you to choose not to show the address of your listings on the Internet, and either you or your broker may have "opted out" from displaying the address. I want my seller's address to display. How do I fix this? When your listing falls in this category, you will see the words "Address Not Published" in the Address area of the property. At the bottom of the listing is the Edit Address button to allow you to enter the property address. Click the Edit Address button © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 31 A small box will pop up with a place to change any incorrect information in the address, city or state. After entering the correct information, click the Submit button. Note: Any change that needs to be made to the ZIP code must be done through the MLS. The address will now display Your corrected address will display on the Pru ID page, the email to your sellers, and the Online Advantage website. List Price The list price of your listing displays in this area. If you wish to use a price range (PVRM SM), the range will be displayed on your listing. Prudential Value Range Marketing SM (PVRMSM) is supported by OSA and the Online Advantage system. OSA supports (PVRMSM) by providing you the ability to enter the lower price value by clicking Edit PVRM button at the bottom of the listing clip. Note: There are some MLSs that support price ranges. If you have entered a low list © 2008 Prudential Real Estate Services Company 32 Online Seller Advantage price in your MLS, the Edit PVRM button will not be available. Changes to the low list price must be done through the MLS in those cases. How do I enter a low list price for my listing? · To add the low price, click the Edit PVRM button. A small window will open. · Enter the low price and click Save Change. The price range will display on your listing as shown. Your (PVRMSM) value range will display on the Pru ID property details page and the Online Advantage system. Pru ID The information displayed in this field will vary depending on the status, amount and disposition of your Pru IDs. The actions you take on this page all pertain to the listing clip you selected. See Manage Pru IDs 46 for automatic assignment features and more options. Pru ID Options: Possible States of the Pru ID Column: Generate Pru ID link Options and Meanings: This link will create a Pru ID for the listing you selected. The link will only appear if you have no unassigned Pru IDs already available. © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email Pru ID and Recycle Icon Drop down list 33 When a listing has a Pru ID assigned to it, the ID will display in the column as shown. If you wish to remove the Pru ID, click on the recycle icon to the right of the ID (this will not delete your ID). A drop down list will appear beside all listings without a Pru ID when you have extra IDs available (unassigned IDs). The list contains all available IDs which may be assigned to a listing. Email sent to (seller) This area displays a link to "Set up seller email" if the listing does not have any current subscriptions. Once you set up seller subscriptions, it will display their names. To view and edit your current seller email subscriptions, click on a seller name. To add a new subscription, click the Add Seller Email button at the bottom of the listing clip. MLS # The MLS number of your listing displays in this area. Note: In areas with more than one MLS, it is possible the same listing will be displayed more than once with different MLS numbers. Name in MLS The Listing Agent Name from your MLS displays in this area. All listings on this list must belong to you, and you must have a valid listing agreement for them. If you find listings that are not yours, immediately remove them by going to the Manage Listings 38 tab. OSA Availability This area displays a green, yellow, or red "light" that tells you which features of OSA are available for that property. OSA Availability Indicator © 2008 Prudential Real Estate Services Company Means 34 Online Seller Advantage All features of OSA will work with this listing. Note: In some areas with more than one MLS covering the area, the availability stated on the same listing address may be different on one listing than the other, depending on which MLS the listing is in. If you have a choice, always send Listing Activity email on Green listings. · Use of the Pru ID in Prudential.com, Yahoo! Search and Yahoo! Real Estate will work and will present your contact information. · Listing Presentation report is available · Listing Activity email may be set up and sent. · However, a search in the Online Advantage system will not present this listing with the Featured Property logo. · Use of the Pru ID in Prudential.com, Yahoo! Search and Yahoo! Real Estate will work and will present your contact information unless the property is commercial or rental. · Listing Presentation Report cannot be generated · Listing Activity Email cannot be sent · The listing cannot be searched for in the Online Advantage system For more information see How OSA Works 7 . Virtual Tours button The Virtual Tour button opens a pop-up window where you can add or edit a virtual tour link. The icon changes color depending on the existence of a link. The virtual tour links entered here are populated throughout the Pru ID pages and the Online Advantage system. © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email Virtual Tour function: 35 Options and Meanings: This icon will appear with a green house if there is currently a virtual tour link attached to the listing. Click the button to view the link. Green VT Icon The icon will appear with a red house if there is no virtual tour link attached to the listing. Click the button to add a link. Red VT Icon You can enter a link to your virtual tour. The link is usually provided to you by your virtual tour provider. Enter the entire link to ensure it will work properly. Example: http://www. mytour.com/12345 Edit Map button The Edit Map button opens the map for the listing. This function allows you to change the location where your listing appears on the maps in OSA and the Listing Activity email. Edit Map function: © 2008 Prudential Real Estate Services Company Options and Meanings: 36 Online Seller Advantage Click the Edit Map button at the bottom of the listing clip to display the map for that listing. Edit Map button The map is displayed with the listing's current location designated by a house push pin as shown below. Change Location To change the location of your listing, just click on the map in the correct location. When you click a new spot on the map, a placeholder circle will show you the old location and the house push pin will show the new location. © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 37 You can use the hybrid or satellite views and zoom in or out to help you pinpoint your listing's location with the Map, Hyb, and Sat controls on the top left corner of the map. When you are satisfied with your listing's new location, click the Accept New Listing Location button at the bottom of the map. If you want to start over from the original location, click the Reset button. Note: It will take up to 30 minutes for your map change to filter through all of OSA and the Online Advantage system. There are two tools also included to help you locate your listing in the case that the map location is too far away. Reposition Map The Reposition Map link will allow you to type in a nearby address to get closer to your listing. For example, if you have a listing that is a new home or on a new street, you may find a map that is far away. But if you happen to know an established address nearby, you can use the Reposition Map link and enter the address to move the map to the new location. Then, you can select your listing's location. When you click the Reposition Map link, a box will appear at the top that you may type an address into as shown below. Click the Reposition Map button to move the map to the new location. © 2008 Prudential Real Estate Services Company 38 Online Seller Advantage Enter Latitude and Longitude If you want to enter the location of your listing using latitude and longitude coordinates you can do that by clicking the Enter Latitude/Longitude link. Click the Go button to reposition the map. To accept the new location click the Accept New Listing Location button. Manage Listings tab (view) If you have listings associated with your name, you will see your name as it is in MLS, with the associated listings. If not, you will be asked to search for your listings. View Clicking this button will expand or contract the list of your listings. Name or ID in MLS This section displays the sales professional's name that the MLS uses to distinguish your listings from others. MLS Name This section displays the name of the MLS. Action Clicking Remove From My Listings will disassociate the listings from the selected MLS from your Online Seller Advantage account. If you have not associated the listings yet, you will see a button that says: These Are My Listings. To associate the listings with your account, click that button. Identifying your listings The first time you go to Send Activity Email to Sellers, you may be asked to identify your listings. We attempt to identify them for you when you subscribe, but if we cannot © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 39 match you with your listings, we will ask you for either a MLS number or the address of one of your listings. Search box (view) MLS # Enter the entire* MLS number of one of your listings, and then click Search. Do not add both MLS Number and Address. *Note: If your MLS number begins with one or more zeros (0), do not enter the leading zeros. Instead, begin with the first number. Address Enter the address of one of your listings, and then click Search. If your listing does not pull up using the full address, you may remove some of the last part of the address, but include as much information as possible to get the correct listing. Do not add the city, state, or ZIP Code to the search box. Note: If you have listings in more than one MLS, you can use the address option to pull up your listings from every MLS the property is in. 3.2 Set Up Seller Email SEE ALSO: Adding Additional Seller Email Addresses 69 This table shows a list of all the people who What does the Listing Activity email contain? are being sent daily activity email about the How does the Advanced Criteria work? 43 Summary: 69 property. Page Functionality: Seller Email Subscriptions: (view) Each listing can have multiple email subscriptions. Each email subscription pertains to the listing it was created for. The subscriptions can be set up to provide different settings for each email address added. This table displays all of the email addresses subscribed for a listing, and describes their subscription settings. Name Displays the name for the subscription. This name will be in the salutation on the email. © 2008 Prudential Real Estate Services Company 40 Online Seller Advantage Email Address Displays the email address subscribed. This is also a link that will open up an email addressed to this seller. Radius Displays the chosen radius for the subscription. Format Displays the format of the email for this subscription. Frequency Displays the frequency with which the Listing Activity Email is sent to the subscriber. New Listings Displays a green check mark if New Listings are a requested section for this subscription. If there is no check mark, the section is not included in the email. New Photos Displays a green check mark if New Photos are a requested section for this subscription. If there is no check mark, the section is not included in the email. Status Changes Displays a green check mark if Status Changes are a requested section for this subscription. If there is no check mark, the section is not included in the email. Price Changes Displays a green check mark if Price Changes are a requested section for this subscription. If there is no check mark, the section is not included in the email. View Deleted Checkbox (Actions) This column contains all of the actions possible for the subscription. Check this box to show your deleted seller email subscriptions along with the rest. Edit Click this link to open the selected email subscription where you can change the current settings. Delete This will delete the email subscription from the listing. Use caution because this can not be undone. © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 41 History Click this link to display a list of all previous email sent to this subscription. Restore (only shows if subscription is deleted) Click this link to change a deleted seller email subscription to an active one set to receive email. Add New Seller (view) Use this form to add new email subscriptions to the selected listing. The email may be sent to as many email addresses as you wish, however you must enter each different email address on a new "Add New Seller" form. Seller Name Enter the first and last name of the seller (subscriber) as you want it to appear on the email. Email Address Enter the email address to send the Listing Activity email to. Please fill out a new form for each email address. Copy me on email to seller? Select Yes, and you will get the same email with the same settings as the seller. Note: If you select Yes, and have not filled in a name or email address, the system will automatically enter your name and email address. Radius Select a radius around the house that will be used to determine area activity. The area defined by this radius, along with the list price of the property, will be used to determine which properties the seller will be notified of when changes occur in MLS data. Email Type Select Html for a formatted email with photos, and a pleasing layout. If the seller cannot accept Html email, then choose Text. Frequency Select Daily to send the subscriber (seller) an email every day informing them of the activity regarding their listing. Select Weekly to send the subscriber a roll-up of the daily emails. The weekly email is sent every Monday, and it will include the market activity notices for the entire week. © 2008 Prudential Real Estate Services Company 42 Online Seller Advantage Sections Listing activity in all sections below contains only activity that falls within 20% above or below the list price of the property. New Listings Select this section to notify the seller of any new listings that fall within the radius you defined above. New Photos Select this section to notify the seller of any listings that have new or added photos and fall within the radius you defined above. Status Changes Select this section to notify the seller of any listings for which the status has changed and and that fall within the radius you defined above. Price Changes Select this section to notify the seller of any listings for which the price has changed and and that fall within the radius you defined above. Map and Graphs The email contains graphs of your listing's activity and a map that displays up to 10 nearby properties and their location. Display Yahoo! Map checkbox Select this box to show the map with nearby properties. © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 43 Display Graphs checkbox Select this box to show the activity on your listing in a graph format as well as text. Show Advanced Criteria link: (view) This toggles the Advanced Criteria section where you can filter the notifications of MLS changes that are sent to your seller by eliminating property types and details that are not similar to your seller's property. When you first open the Advanced Criteria section all options will be selected. This is what your seller receives by default. Property Type: This section lists all of the available property types in the MLS this property is in. All property types will be selected by default. To eliminate property types that are not compatible for your listing, deselect them by clicking the checkbox. Property Type Selection List What this means on the Listing Activity email: This is the default Listing Activity email Property Type setting. This will send notifications of MLS changed listings to the seller if they are in any of the active property types. Note: If you have a property with a red light, check this list on another listing to see if the property type is an active property type on the Online Advantage system website. If the property type is not listed here, contact your OSA Manager who can make the request that it be © 2008 Prudential Real Estate Services Company 44 Online Seller Advantage added. The Listing Activity email will now only contain listings that are of the 2 property types selected. If property types are added, you must manually add them to your existing seller email subscriptions. List Price Range: This set of fields let you specify the list price range for properties sent to your seller. If you do not specify a range, we use 20% over and under the list price of the property. When you first open a new subscription, it will not have a value in the box. The range is calculated when the email is compiled. To specify a larger or smaller range, just enter the values in the boxes and click Submit. Note: You can only enter numbers and commas into these boxes, do not enter letters or any other special characters. Bedrooms, Bathrooms, Garage Spaces, Stories: By default, all property details are selected. © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 45 If you wish to only inform your sellers of properties that are comparable to theirs, uncheck the boxes for the features you do not want the seller to be notified on. Square Footage: The square footage range can be used to limit the Listing Activity email to homes that are similar in size to the seller's home. Note: You can only enter numbers and commas into these boxes, do not enter letters or any other special characters. Submit Saves the subscription information. © 2008 Prudential Real Estate Services Company 46 3.3 Online Seller Advantage Manage Pru IDs Summary: The tools in this section allow you to view IDs that are assigned to you, assign them to your listings, add IDs to your list by generating new ones or adding an existing one, print out selected IDs in a list to take to your printer, and release or reassign your Pru IDs. IN THIS TOPIC: View Pru IDs 46 Generate Pru IDs 47 Add an Existing ID 48 Print List of Pru IDs 49 Release Pru IDs 49 Reassign Pru IDs 49 What is a Pru ID? A Pru ID is a code that you can use to advertise your listing on sign riders or printed materials. This allows a prospective buyer to go to Prudential.com (Find a Home), Yahoo! Search, or Yahoo! Real Estate and type in the Pru ID code from the advertisement. When they search, the property details for your listing will appear, along with your contact information from OSA. When the buyer wants to request more information, they can simply fill out the contact form on the property details page, and an email will come directly to you. Page Functionality: View or Assign Pru IDs: (View) The View IDs section allows you to: · automatically generate and assign IDs to all of your listings with the push of a button · sort your list of IDs by ID, listing address, or assignment · assign an ID to a listing · un-assign an ID from a listing Auto Assign button This action will automatically assign any unassigned Pru IDs you currently have to your listings as well as generate new IDs for remaining listings (if any). Sort columns on the results table Column names (headers) on the results table allow you to sort the table by that column. To sort, click on the column; for a reverse sort, click again. Pru ID Displays the Pru ID in the format it must be used through Prudential.com, Yahoo! Search, or Yahoo! Real Estate. Assigned to Listing Displays the address of the listing the Pru ID is assigned to if there is one. If there are © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 47 listings without Pru IDs assigned, the column will display a drop down list from which you can choose a listing. If all listings have Pru IDs assigned, the column will be blank. Action Displays links depending on the status of the Pru ID: If the ID is assigned to a listing, the link will be Unassign If the ID is not currently assigned, and you have listings available, the link will be Assign If there are more IDs than listings, you will see the words: Not Assigned Generate Pru IDs: (View) Even if you do not have current listings, you may create up to 20 Pru IDs that you can save for later use. This is to allow you to have the IDs printed on sign riders and be comfortable that they will still be available for your use when you do need them. Sign riders should be ordered from one of the Prudential Preferred Suppliers sign companies. You can access the list of Preferred Suppliers by going to PREA Center and clicking the Suppliers option in the menu on the left of the page. All Preferred Suppliers have the artwork for the Yahoo! sign riders. To make printing easier, go to the Print IDs option in Manage Pru IDs, where you can print out a page of Pru IDs to take or fax to your printer. © 2008 Prudential Real Estate Services Company 48 Online Seller Advantage Add an Existing Pru ID to Your List: This feature is used to identify a Pru ID that you have purchased (like a printed sign rider from your affiliate) or obtained, and add that ID to your list. You may also retrieve an ID that you accidentally released as long as it is still available. How to add a Pru ID All Pru IDs begin with the letters PRU. This is already entered for you. The rest of the Pru ID is 5 more characters, of alternating numbers and letters. Note: The numbers 1 and 0, and letters I and O are excluded from Pru IDs. When you have your Pru ID filled in, click the Select button. If you need to start over, use the Clear Entry link. After you have successfully added your Pru ID, it will be available in your lists for use. © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 49 Print Pru IDs: This feature allows you to print a list of Pru IDs with your name and contact information that you can take to your printer for sign riders or marketing materials. Release Pru IDs: This page allows you to release IDs that you no longer need, are not going to use, or have given to your affiliate. Release to Affiliate button This action is used when you either purchased or received sign riders or printed Pru IDs from your affiliate and are returning them to the affiliate for redistribution. By releasing a Pru ID to your affiliate, you reserve the ID so that it can only be used by members of your affiliate. Release to System button This action is used when you do not need a Pru ID any longer. It would normally be an ID that was used only in flyers or marketing brochures, and not printed on a sign rider. By releasing a Pru ID to the system, you are allowing it to be generated or used by any OSA subscriber. Pru ID This column displays the Pru IDs that are available to be released. An ID cannot be released if it is assigned to a listing. Assigned to Listing This column is used to show that the Pru IDs shown are not assigned to a listing. Action Use the Select check boxes to choose the IDs you want to release. Reassign IDs: Use this feature when you sell or transfer an existing, Pru ID (usually printed) to another sales professional. When you reassign an ID, the ID will be removed from your list, and will be added to the other sales professional's ID list. Pru IDs may only be transferred to and used by OSA subscribers. © 2008 Prudential Real Estate Services Company 50 3.3.1 Online Seller Advantage View Pru IDs View or Assign Pru IDs: (View) The View IDs section allows you to: · automatically generate and assign IDs to all of your listings with the push of a button · sort your list of IDs by ID, listing address, or assignment · assign an ID to a listing · un-assign an ID from a listing Auto Assign button This action will automatically assign any unassigned Pru IDs you currently have to your listings as well as generate new IDs for remaining listings (if any). Sort columns on the results table Column names (headers) on the results table allow you to sort the table by that column. To sort, click on the column; for a reverse sort, click again. Pru ID Displays the Pru ID in the format it must be used through Prudential.com, Yahoo! Search, or Yahoo! Real Estate. Assigned to Listing Displays the address of the listing the Pru ID is assigned to if there is one. If there are listings without Pru IDs assigned, the column will display a drop down list from which you can choose a listing. If all listings have Pru IDs assigned, the column will be blank. Action Displays links depending on the status of the Pru ID: If the ID is assigned to a listing, the link will be Unassign If the ID is not currently assigned, and you have listings available, the link will be Assign If there are more IDs than listings, you will see the words: Not Assigned © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 3.3.2 51 Generate Pru IDs Generate Pru IDs: (View) Even if you do not have current listings, you may create up to 20 Pru IDs that you can save for later use. This is to allow you to have the IDs printed on sign riders and be comfortable that they will still be available for your use when you do need them. Sign riders should be ordered from one of the Prudential Preferred Suppliers sign companies. You can access the list of Preferred Suppliers by going to PREA Center and clicking the Suppliers option in the menu on the left of the page. All Preferred Suppliers have the artwork for the Yahoo! sign riders. To make printing easier, go to the Print IDs option in Manage Pru IDs, where you can print out a page of Pru IDs to take or fax to your printer. 3.3.3 Add an Existing ID Add an Existing Pru ID to Your List: This feature is used to identify a Pru ID that you have purchased (like a printed sign rider from your affiliate) or obtained, and add that ID to your list. You may also retrieve an ID that you accidentally released as long as it is still available. How to add a Pru ID All Pru IDs begin with the letters PRU. This is already entered for you. The rest of the Pru ID is 5 more characters, of alternating numbers and letters. © 2008 Prudential Real Estate Services Company 52 Online Seller Advantage Note: The numbers 1 and 0, and letters I and O are excluded from Pru IDs. When you have your Pru ID filled in, click the Select button. If you need to start over, use the Clear Entry link. After you have successfully added your Pru ID, it will be available in your lists for use. 3.3.4 Release Pru IDs Release Pru IDs: This page allows you to release IDs that you no longer need, are not going to use, or have given to your affiliate. Release to Affiliate button This action is used when you either purchased or received sign riders or printed Pru IDs from your affiliate and are returning them to the affiliate for redistribution. By releasing a Pru ID to your affiliate, you reserve the ID so that it can only be used by members of your affiliate. Release to System button This action is used when you do not need a Pru ID any longer. It would normally be an ID that was used only in flyers or marketing brochures, and not printed on a sign rider. By releasing a Pru ID to the system, you are allowing it to be generated or used by any OSA subscriber. Pru ID This column displays the Pru IDs that are available to be released. An ID cannot be released if it is assigned to a listing. Assigned to Listing This column is used to show that the Pru IDs shown are not assigned to a listing. Action Use the Select check boxes to choose the IDs you want to release. 3.3.5 Reassign Pru IDs Reassign IDs: Use this feature when you sell or transfer an existing, Pru ID (usually printed) to another © 2008 Prudential Real Estate Services Company Service Listings - Listing Activity Email 53 sales professional. When you reassign an ID, the ID will be removed from your list, and will be added to the other sales professional's ID list. Pru IDs may only be transferred to and used by OSA subscribers. © 2008 Prudential Real Estate Services Company Part IV User Profile 4 User Profile 4.1 My Profile IN THIS TOPIC: How do I edit my name or email address? Your Online Seller Advantage account My affiliate or office is incorrect 55 information is contained in three sections here. How do I change my phone numbers? 57 The sections are separated by tabs. How do I add new phone numbers? 57 55 Summary: 55 Edit Your Online Seller Advantage Account: Account Information tab (view) This tab displays your Online Seller Account information. To make changes, just change the information and click Submit Changes. Name These fields display your first and last name. Email Address This is the email address that we use to communicate with you, and it is the address that will appear on your Listing Presentation report and the Listing Activity email. Affiliate This displays your affiliate name. Your affiliate is automatically entered when you come in through PREA Center, or the Online Buyer Advantage desktop, and must be changed there to change it in OSA. Office This displays your affiliate office address. This is the address that is displayed on your listings using Pru ID. How to Change Your Affiliate or Office If your affiliate or office is incorrect, please contact your OSA Manager to change the information in the PREA Center. © 2008 Prudential Real Estate Services Company 56 Online Seller Advantage After changes have been made, we need to get the new information. To do this, you will need to close the browser and go back to PREA Center and log in again. "View more of my listings" button Use this setting to show or hide the "View more of my listings" button on your Pru ID page. Shows this button: Display Office Address Use this setting to show or hide your office address on your Pru ID page. Slogan Enter your slogan, motto, or tagline here. This message will display on certain versions of the LPR. Phone Numbers tab (view) Your phone numbers will appear on your Listing Presentation report, and in the daily email sent to your sellers. Type Allows you to identify the phone number type. Phone Number Displays the phone numbers associated with your account. Note: The phone numbers will be saved exactly the way you format them, we will not modify the style. Since we don't modify style, you should enter all of your phone numbers in the same way for the best look on your reports. Sort arrows If you enter more than one phone number, you will be able to specify which order the phone numbers display in by using the sort arrows to move the numbers into the correct order. © 2008 Prudential Real Estate Services Company User Profile Delete link Marks the phone number to be deleted. Add Phone Number link Adds a new row to the phone number list. Submit Changes button Saves any information you changed. The Submit Changes button will be disabled unless you have made changes. Editing Phone Numbers How do I change my phone numbers? Place cursor in the phone number field you want to change Make your changes Click the Submit Changes button How do I add new phone numbers? Click the Add Phone number link, located under the Phone Numbers table. Select the type of phone number and type in the number © 2008 Prudential Real Estate Services Company 57 58 Online Seller Advantage Click the Submit Changes button to save How do I delete a phone number? Click the Delete link next to the phone number you want to delete This will remove the number from the display, but it will not be deleted from your numbers yet. Click the Submit Changes button to save My Photo tab (view) The photo you upload here will be displayed on the Pru ID property details page, the Listing Presentation report, and the Listing Activity email. When choosing a photo, the best choice is a high resolution, portrait oriented, head shot. The photo should be at least 432 pixels wide by 540 pixels tall to avoid a grainy appearance on the PDF version of the Listing Presentation report. File upload button Use the Browse button or type in a file name to upload your photo. Reset Photo link This link will restore the default yard sign photo and remove any photos you have uploaded. Submit Changes button Saves any information you changed. The Submit Changes button will be disabled unless you have made changes. Listings Distribution tab If your broker allows the sales professionals to control distribution of their listings to participating members of our Web site network, the listings distribution tab will appear. © 2008 Prudential Real Estate Services Company User Profile 59 The Sales Professional can click on the Listings Distribution tab to choose whether or not their listings will be distributed to participating members of our Web site network. If the Affiliate Selection is "true", then your broker is sending all listings to the Web site network partner. If the Affiliate Selection is "false", that means your broker is not sending any of the listings. The Sales Professional then has the option of sending their own listings to the Web site network partner. Under the Opt In column, “true” means that you want to send your listings to that partner. The option “false” means that you do not want your listings to be sent to that partner. One reason you might not want your listings to be sent via our system is because you already have a contract with that partner. The option “affiliate” means © 2008 Prudential Real Estate Services Company 60 Online Seller Advantage that your selection will be whatever your affiliate has chosen. © 2008 Prudential Real Estate Services Company Part V 62 5 Online Seller Advantage Frequently Asked Questions Getting Started I've subscribed, now what do I do? 62 Listing Presentation Report What is a Listing Presentation Report? 64 How do I create a report for my listing presentation? I've requested a report, now what do I do? What do the numbers on the report mean? 64 64 65 Managing My Listings When will my listing information be in OSA? 67 Why does "Address Not Published" show for my listing address? What is a Pru ID? 67 71 How do I use my Pru ID? 72 Daily Listing Activity Email How do I send email to my sellers? What is the Listing Activity email? 68 69 What does the email to my sellers contain? 69 Can I add more than one email address to a listing? 69 Pru IDs and Yahoo! Search What is a Pru ID? 71 How do I use my Pru ID? 72 My Account How do I change my email address? 71 Phone Numbers How do I change my phone number? 70 The Online Advantage system What is the Online Advantage? 5.1 71 I've subscribed, now what do I do? I have subscribed to OSA, how do I get started? How to Set Up Your OSA Account 1. Verify Your Account Settings From the Main Menu, click: Edit Your Online Seller Advantage Account. Note: Most of the information contained in this section will be made available for public viewing, so be sure to list the name, email address and numbers you © 2008 Prudential Real Estate Services Company Frequently Asked Questions 63 want to give your customers. The items on the Account Information, Phone Numbers, and Agent Photo tabs will print on your Listing Presentation Reports, in the Listing Activity Email, and be displayed for your listings when using the Pru ID. 1. On the Account Information tab, verify that your name, email address, and office address are correct. Verify default settings, and enter a slogan or your user name and password for use at the OSA Sign On page. See My Profile 55 for more information. 2. On the Phone Numbers tab, enter the phone number(s) you want your customers to use to contact you. (Be sure to click Submit Changes to save.) You may add up to 4 phone numbers, see Phone Numbers 56 for more information. 3. On the My Photo tab, you may upload your photo if you wish. There is a default photo that will appear on your Listing Presentation reports and the Listing Activity email if you don't have one available. See Upload My Photo 58 for more information. 2. Attach Your Listings to Your OSA Account From the Main Menu, click: Send Activity Email to Your Sellers and Manage Pru IDs. 1. On the Manage Listings tab, enter either a MLS number or the house number and street name of one of your listings and click Search. We will search for that listing and display it and all of the other listings we find for you. See Identify Listings 38 for more information. 2. Once you are presented with a list of your listings from one or more MLSs, you will be asked to verify that the listings are yours. To do this, click the These Are My Listings button. See Manage Listings 38 for more information. 3. When your listings are attached, you may set up the Listing Activity email to be sent to yourself and/or your sellers. See Send Seller Email 39 for more information. 4. Assign or generate Pru IDs for your listings. You can generate a Pru ID for an individual listing by clicking the Generate Pru ID link for that listing, or you can generate a bulk amount of Pru IDs at once. See Generate Pru IDs 51 for more information. © 2008 Prudential Real Estate Services Company 64 Online Seller Advantage 3. Experiment With the Listing Presentation Report From the Main Menu, click: Create a Listing Presentation Report. 1. On the Create Report tab, simply fill in the information for existing listings (to experiment) or for a prospective listing or farm area to get a Listing Presentation report that will provide you with real numbers from the Online Advantage 71 system. See Create a Listing Presentation 15 report for more information. 5.2 What is a Listing Presentation Report? What is a Listing Presentation Report? The Listing Presentation report is a marketing brochure that you can customize for your prospective listings and sellers. This brochure demonstrates Prudential Real Estate's industry leading web presence powered by our Web site network and the benefits that are provided to the seller only when listing with a Prudential Real Estate Network member. · Your subscription to OSA entitles you to request this marketing brochure for as many sellers and properties as you wish. See examples of the brochures: · Original Listing Presentation Brochure · Listing Presentation Brochure with Slogan · Listing Presentation Brochure with Slogan and Map 5.3 How do I create a report for my listing appointment? How do I create a report for my listing appointment? 1. Simply fill out the request form on the Create a Listing Presentation Report page, and click Request Report. 5.4 I've requested a report, now what do I do? I requested a report, now what do I do? After you request a report, your request will be moved to the Requested Listing Presentation Reports page. This page simply allows you to see a list of requested reports and their status. · When the report is ready to view and print, you will receive an email notification. To see the completed report, follow the link in the email or click the Find a Requested Listing Presentation Reports link. © 2008 Prudential Real Estate Services Company Frequently Asked Questions 5.5 65 What do the numbers on the report mean? What do the numbers on the report mean? All of the statistical numbers on the Listing Presentation report come from the Online Advantage 71 system. They are not numbers from the MLS, they are all related to the Online Advantage system and the activity of it's users. Unsurpassed Web Presence Section This section contains information about the Online Advantage system as a whole. The references here are nationwide totals of users and their activity. Prudential Real Estate has developed a large web of real estate Websites with listing information for most of the United States. With this infrastructure in place, we added 2 major lead sources in Prudential.com and Yahoo! Real Estate. Your affiliate is a member of Online Advantage. Customers searching in Yahoo! Real Estate, or through Prudential.com (Find a Home) in your area may end up on Online Advantage. Listing data is updated constantly for Online Advantage, sometimes as often as once an hour. Online Advantage offers customers a convenient and consistent way, nationwide, to search for, view information, keep notes, and get numerous alerts for MLS listing activity. Nationwide, Online Advantage has over three million registered buyers, with even more unregistered users searching in IDX. © 2008 Prudential Real Estate Services Company 66 Online Seller Advantage Current Real Estate Activity Section The numbers in this section are specific to the address you entered to create the report.* This is the number of registered buyers in the market this property is in. This is how many total IDX and VOW searches were performed in the last 30 days, in the property price range. (We count searches within 20% over and under the Estimated List Price.) The first number is how many buyers have saved searches, and have requested New Listing Alerts specific to this property. The second number is the number of buyers with properties in their portfolio located in a .25 mile radius around this property. The third number is the number of listings located in a .25 mile radius around this property*. This is how many searches were done yesterday for a home in the zip code. This is how many searches were done last week for a home in the zip code. This is how many searches were done in the last 30 days for a home in the zip code. * In cases where the address you entered cannot be verified, but you choose Keep This Address, the zip code will be used instead of radius for the calculations. In markets where the MLS does not provide addresses, the report will be based on zip code instead of radius for the calculations. Market A "market" is comprised of a list of ZIP Codes clustered in a specific geographical area. The boundaries of a market are not limited to, but typically fall within the boundaries of a specific MLS or multiple MLSs. © 2008 Prudential Real Estate Services Company Frequently Asked Questions 5.6 67 When will my listing information be in OSA? When will my listing information be in OSA? When you add a listing or update your listing information in your MLS, it is not immediately available in OSA. This is due to the fact that the listing data for OSA is transferred from your MLS on a schedule that is determined by the size of the market, the restrictions from the MLS, and the amount of data to transfer. OSA updating schedules are no longer than 24 hours, and most are shorter. However, there is often a variable time period that the MLS takes to put your listing information into the data feed it sends to us. Once we receive the listing information from your MLS, we put the data into the IDX and VOW systems that allow your listing to be displayed and searched for. In most cases if you enter a listing, or update the information on your listing, it should show up within 48 hours. If you do not see your listing or updates after this time period, please contact your OSA Manager. When you enter a new listing and it becomes available in OSA, you will receive an email if you have your name associated with your listings. The email contains a link directly into OSA where you can set up your seller's subscription to Listing Activity Email. 5.7 Why does "Address Not Published" show for my listing address? Why does "Address Not Published" show for my listing address? In some cases, your listing's MLS does not provide us with complete data, and the data we are given only has city, state, and ZIP Code in the address elements. Another reason may be that your MLS allows you to choose not to show the address of your listings on the Internet, and either you or your broker may have "opted out" from displaying the address. I want my seller's address to display. How do I fix this? When your listing falls in this category, you will see the words "Address Not Published" in the Address area of the property. At the bottom of the listing is the Edit Address button to allow you to enter the property address. Click the Edit Address button © 2008 Prudential Real Estate Services Company 68 Online Seller Advantage A small box will pop up with a place to change any incorrect information in the address, city or state. After entering the correct information, click the Submit button. Note: Any change that needs to be made to the ZIP code must be done through the MLS. The address will now display Your corrected address will display on the Pru ID page, the email to your sellers, and the Online Advantage website. 5.8 How do I send email to my sellers? How do I send Listing Activity email to my sellers? Once your listing is in MLS, your subscription entitles you to send the seller daily or weekly activity email. To set up the seller email subscriptions, see Set Up Seller Email 39 . Note: All of your listings with yellow or green "lights" are eligible for listing activity email. You do not have to have run a report for the email to be set up. © 2008 Prudential Real Estate Services Company Frequently Asked Questions 5.9 69 What is the Listing Activity email? What is the Listing Activity email? The Listing Activity email is an informative daily or weekly update that comes from you, to the seller. It tells them how many times people saw the listing in home clips, looked at the property details, or added the property to their portfolio in the Online Advantage system. There are 5 sections to the email your seller can receive. You choose what information you would like to send, and the frequency. The email comes from you and can contain the following: 1. The activity summary section tells your seller what activity occurred on your Website with regard to his listing. 2. The market activity sections are notifications of MLS changes to properties near the seller's property priced within 20% of the seller's list price (this is the default range). There are 4 kinds of market activity: · New Listings - Listings that have come on the market near the seller's property. · New Photograph Notice - Listings near the seller's property that have new or updated photos. · Status Change Notice - A listing near the seller's property had a status change. · Price Change Notice - A listing near the seller's property had a price change. Note: The area used to select listings in the market activity section is based on the radius selected on the individual email subscriptions you set up. In cases where the address of your listing cannot be verified, the zip code will be used instead of radius for the notifications. In markets where the MLS does not provide addresses, the zip code will be used instead of radius for the notifications. 3. For more specific notifications, use the Advanced Criteria section. There, you may select which properties your sellers are notified of based on property type, price range, number of bedrooms, bathrooms, stories, and garage spaces, as well as a square footage range. 5.10 Can I add more than one email address to a listing? Can I add more than one email address to a listing? Yes, you may add as many email addresses as you wish, however, all unique email addresses must be set up individually. How to add additional seller email subscriptions To add another seller email address go to the My Listings tab, and click on the Add Seller Email button. © 2008 Prudential Real Estate Services Company 70 Online Seller Advantage This will open the Add New Seller page for the listing you chose. Then, just fill out the form for the additional subscription. 5.11 How do I change my phone number? How do I change my phone numbers? Place cursor in the phone number field you want to change Make your changes © 2008 Prudential Real Estate Services Company Frequently Asked Questions 71 Click the Submit Changes button 5.12 How do I change my email address? How do I change my email address? Go to the Edit Your Seller Advantage account page where you will see your account information. Make any desired changes to your email address and click Submit Changes. 5.13 What is Online Advantage? What is Online Advantage (formerly The Platform)? The Online Advantage is an online real estate technology solution that aggregates all available real estate listings obtained from local MLSs and makes these listings available through www.prudential.com, Yahoo! Real Estate and a Prudential Real Estate Network member’s local website. It is a national lead generation and management solution that provides the technology needed to generate leads and incubate prospects to closed transactions. The Online Advantage technology provides an incredible advantage to Prudential Real Estate brokers and sales professionals. The Online Advantage technology gives increased access to consumers who are searching for homes in Prudential Real Estate Affiliate markets as well as increased exposure to Affiliate listings. With this built-in lead generation solution, the Affiliate will provide value to their sales professionals via an intrinsic recruiting and retention tool. Sales professionals will benefit by receiving incremental leads through the Online Advantage and having a back-end Intranet site, the Online Advantage Desktop, to help manage customers throughout the life of the sales cycle of buying a home -- thus making the sales professional more productive and more efficient. The Online Advantage also gives consumers an Internet site for accessing real estate information, including enhanced tools such as the ability to create a personalized portfolio that provides updates on new listings and price changes. 5.14 What is a Pru ID? What is a Pru ID? A Pru ID is a code that you can use to advertise your listing on sign riders or printed materials. This allows a prospective buyer to go to Prudential.com (Find a Home), Yahoo! Search, or Yahoo! Real Estate and type in the Pru ID code from the advertisement. When they search, the property details for your listing will appear, along with your contact information from OSA. When the buyer wants to request more information, they can simply fill out the contact form on the property details page, and an email will come directly to you. © 2008 Prudential Real Estate Services Company 72 5.15 Online Seller Advantage How do I use my Pru ID? How do I use my Pru ID? Your OSA subscription entitles you to directly connect your listing's details and your contact information to customers. To use your Pru ID, go to Prudential.com and then click on "Find a Home". Enter a complete Pru ID that you have previously assigned to one of your listings. In addition you can enter the Pru ID in Yahoo! or Yahoo! Real Estate and click Search. The property details for your listing will be displayed, as well as your contact information. © 2008 Prudential Real Estate Services Company Part VI 74 6 Online Seller Advantage Document Library The documents below are available for you to view, download and print at your convenience. Documents will be added and updated as new features are made available, so check back often for new or updated documents. Listing Presentation Report Description Updated Link Sample Listing Presentation Report (.pdf version) 4-4-08 Listing Presentation Report (.pdf) Sample Listing Presentation Report (.jpg version) 4-4-08 Listing Presentation Report (.jpg) Listing Activity Email Description Updated Link Sample Email to OSA Customers 6-26-08 Listing Activity Email Seller Marketing Brochure Description Updated Link Seller's advantage when using an OSA agent 6-26-08 Seller Marketing Brochure Sales Professional Advantage Description Updated Link Benefits of OSA to sales professionals 6-26-08 Benefits of OSA - sales professional.pdf Learn More Description Updated Link Printable version of this documentation 6-26-08 Learn More (.pdf) © 2008 Prudential Real Estate Services Company Index Index -G- -AAccount 55 Activity Email 39 Add ID 48, 51 Add My Listings 38 Add Phone Number 56, 57, 58 Add Subscription 41 Address 20 Address Verification 20 Advanced Criteria 43 -HHeader 8, 10 How OSA Works 7 -IID list -CChange Affiliate 55 Change Email 55 Change Name 55 Change Phone Number Create Report 11, 15 Generate ID 47, 51 Generate Pru ID 47, 51 Get Pru ID 47, 51 Give ID Away 49, 52 46, 50 -L57, 70 Link Virtual Tour 34 Listing Presentation 24 Listing Presentation Report -D- -M- Daily Email 39 Delete Phone Number Main Menu 11 Market Area 7 Marketing Documents Masthead 10 MLS Listings 29 My Listings 29 56, 58 -EEdit Account 55 Edit Phone Number 56, 57, 58, 70 Edit Report 25 Eligible Listings 29 Email Report 25 -FFilter 11 Find ID 48, 51 Find Listings 38 Find My Listings 38 Footer 8 74 -NNavigation 8, 10 New ID 48, 51 -OO.S.A. 11 -PPhone Numbers 55, 56, 58 Print list of Pru IDs 49 © 2008 Prudential Real Estate Services Company 11, 74 75 76 Online Seller Advantage Print Pru ID Print Report Pru ID 29 49 24 -RReassign Pru ID 49, 52 Release Pru ID 49, 52 Requested Reports 11, 21 -SSeller Benefits 74 Seller Email 39 Service Area 7, 15 Sign Riders 49 -TThe Platform 7 -UUSPS Verification 20 -VValidate 20 View Pru ID 46, 50 View Report 24 Virtual Tour 34 -WWrong Affiliate 55 © 2008 Prudential Real Estate Services Company