Stratus Fundamentals - welcome

Transcription

Stratus
Fundamentals
© Toronto Real Estate Board
Revised 24 September 2014
All rights reserved.
This training material is provided for educational purposes only. While care has been taken to
ensure accuracy contained in this seminar hand-out material, the Toronto Real Estate Board will
not be liable for the use or misuse of information, facts, clauses, details, or any other elements, or
for deficiencies, defects, errors, or omissions in the content of this material.
No part of this book may be reproduced or transmitted in any form or by any means, electronic or
mechanical, including photocopying, recording, or any information storage and retrieval system,
without permission in writing from the Toronto Real Estate Board
Table of Contents
About This Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Learning Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Who Should Attend this Seminar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
How to Use the Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Workbook Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
1
1
2
Chapter 1: Accessing Stratus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Logging on. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Wireless Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Logging off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
7
8
8
9
Chapter 2: Navigating in Stratus . . . . . . . . . . . . . . . . . . . . . . . . . 11
Search Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Boards & Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
WEBForms® . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
REALTOR® Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Top Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
GTA News / Media Centre . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Learning Centre . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Info Centre. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Left Side Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
My Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
LINKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Today’s Listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Navigating Stratus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Using the Action Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Opening a New Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Using the Breadcrumb path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Stratus Fundamentals
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Chapter 3: Conducting a New Search . . . . . . . . . . . . . . . . . . . . 31
Starting a New Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selecting a Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the Quick Search Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the map to select location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing Optional Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Choosing items in a list box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Choosing items in a drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Entering values in a text box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
OR searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Entering date fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Entering min/max ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Entering MapArt coordinates and postal codes . . . . . . . . . . . . . . . . . . . .
Searching a specific map section. . . . . . . . . . . . . . . . . . . . . . . . .
Searching by postal code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding Additional Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Submitting the Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the Flex Search Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Previewing Your Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Saving Your Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sharing saved search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using a saved search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deleting a saved search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31
36
37
40
41
41
42
42
43
44
44
45
45
47
48
49
50
54
54
55
57
58
59
Chapter 4: Working with the Search Results . . . . . . . . . . . . . . . 61
Modifying your Search Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the Breadcrumb Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using Revise Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the Dynamic Criteria Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewing the Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with Results in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changing how many listings you view at a time . . . . . . . . . . . . . . . . . . .
Selecting listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sorting listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sorting by a single column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sorting by multiple columns . . . . . . . . . . . . . . . . . . . . . . . . . . . .
ii
61
62
62
63
64
65
65
66
67
67
68
Narrowing the results list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Printing the Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Emailing the Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Changing Search Results View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Details View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Links in Detail View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Map View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Map Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Other Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Driving Directions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Listing’s History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Favourite Listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Listing Cart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Viewing Listing Photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87
Viewing photos in List View. . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Viewing photos in Details View . . . . . . . . . . . . . . . . . . . . . . . . . 89
Viewing Slideshows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Chapter 5: Conducting a Map Search . . . . . . . . . . . . . . . . . . . . . 93
Setting up a Map Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Selecting a Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Finding a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96
Setting a default location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Drawing a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100
Drawing a polygon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Drawing a radius . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Saving a polygon or radius . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Using a Saved Location or Shape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
From the Map Search tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
From within the Map Search . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Entering Search Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Working with the Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Viewing details in the map view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Displaying schools and other places on the map . . . . . . . . . . . . . . . . . .111
Working with the Map Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Zooming in or out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112
Using the mouse wheel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Using the zoom tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Panning to shift the map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Using the Panning tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
iii
Using the mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changing map views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
MapArt view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Area, Municipality, Community boundaries . . . . . . . . . . . . . . . . . . . . .
Printing and Emailing Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
115
116
117
118
118
119
Chapter 6: Other Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Working with Pre-Defined Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with Saved Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Running a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deleting a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Renaming a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Searching by MLS# . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using Recent Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
121
124
124
126
126
127
128
130
Chapter 7: Working with Prospect Searches . . . . . . . . . . . . . . 131
Creating a Prospect from the Prospect Searches Tab. . . . . . . . . . . . . . . . . . . . .
Creating a Prospect from any Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
From a New Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
From a Map Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
From a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
From a Pre-Defined Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewing Matches for your Prospects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Managing your Prospects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Editing the prospect information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deleting a prospect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Extending a Prospect Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
From the Prospect Searches tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
From Manage Prospect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
View & extend a prospect from Contacts . . . . . . . . . . . . . . . . . . . . . . .
Suspending a Prospect Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Prospect Matches Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
iv
132
137
137
138
140
140
142
144
145
146
146
147
148
149
150
152
154
Chapter 8: Conducting a Notice Pages Search . . . . . . . . . . . . . 155
Accessing Notice Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating (or changing) your Notice Pages Settings. . . . . . . . . . . . . . . . . . . . . .
Running Notice Pages with Saved Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with the Notice Pages Report in the Display View . . . . . . . . . . . . . .
Printing the Notice Pages Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
155
156
158
159
161
162
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Appendix A: Accessing Your Trebnet Email Account . . . . . . . 165
Accessing your email from the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Setting up your email account in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Choosing to leave your email messages on the server . . . . . . . . . . . . . . . . . . . 168
Appendix B: Creating a Custom Column Set . . . . . . . . . . . . . . 171
Modifying an Existing Column Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Removing a Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173
Adding a Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173
Rearranging the column sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . .174
Creating a New Column Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Appendix C: Manage My Profile . . . . . . . . . . . . . . . . . . . . . . . . . 177
Viewing and editing your Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Viewing and editing your Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Viewing, adding, and editing Open Houses . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Viewing your Open Houses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182
Adding Open Houses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182
Editing Your Open Houses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183
Deleting Your Open House . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .184
v
Appendix D: Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Market Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Send Listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
185
186
186
186
187
188
Appendix E: Stratus Report Formats . . . . . . . . . . . . . . . . . . . . 189
Broker Full . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Broker Two Per Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Broker Thumbnail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Broker Thumbnail No Photo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Client Full. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Client Two Per Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Client Thumbnail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Flyer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Open House . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Property Match . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
vi
189
190
191
192
193
194
195
196
197
198
199
About This Workbook
About This Workbook
Learning Objectives
This workbook accompanies the courses, “New Stratus Fundamentals Residential” and “New Status Full Day Practice”, developed and
offered by the Toronto Real Estate Board (TREB). After completing
this course, you will be able to:
•
•
•
•
•
•
•
•
•
•
access Stratus
navigate the Home Page, Info Centre and Stratus
conduct a Search using the Quick or Flex form
work with the search results
conduct a Map Search
conduct a Pre-Defined Search
work with saved searches
set up and use Prospect Searches
search by MLS#
search the Notice Pages.
Who Should Attend this Seminar
This seminar is designed for TREB Members who want to learn the
basics of how to use the Stratus system. If you would like to get an
overview of the various search components, then this seminar is for
you.
How to Use the Workbook
This workbook contains all functionality covered in class. Since all
procedures include step-by-step instructions, as well as screen captures,
you will be able to use the workbook at home or at the office.
Notes
1
About This Workbook
Workbook Conventions
The workbook uses the following conventions:
• The names of objects that require user action, such as menu items,
buttons, or function keys on the keyboard are in bold. Example:
Click the Print View button.
• Labels such as names for dialogue boxes, toolbars or fields are
capitalized. Example: The Print dialogue box appears.
• If you must press two or more keys simultaneously, they are
separated by a + symbol. Example: To close open programs, press
the Ctrl + Alt + Del keys on your keyboard.
Throughout the workbook, you will see two types of icons in the left
margin:
The light bulb signals a tip that will help make your
task of using Stratus easier.
The note signals information that you should note.
The procedures in this workbook reflect Windows 7 operating system
with Internet Explorer version 11. Stratus is compatible with Safari,
Fire Fox, and Chrome browsers; however, some of the functionality
may vary.
Notes
2
Chapter 1: Accessing Stratus
To access Stratus, you must have a connection to the Internet and be
using the Internet Explorer browser 9 or higher. You may also use
Safari, Firefox, or Chrome. Note, however, that only the functions
within Stratus are cross-browser compatible.
NOTE: It is recommended that you use IE 9 or 10 for maximum performance.
If you have a Windows XP or Vista computer, you will not be able to upgrade
IE; therefore, it is recommended that you use Chrome or Firefox.
Logging on
To access Stratus:
1. Establish an Internet connection.
2. Open your preferred browser by double-clicking the icon on your
desktop.
3. Type www.torontomls.net in the Address field.
4. Press the Enter key on your keyboard. The Welcome screen
appears.
Notes
3
Welcome Screen
5. If this is your first time logging on with an Authenticator, you will
first need to register your device. To register:
• On the Welcome screen, click on Click Here beside First
Time Users Enroll Authenticator and Select PIN.
• Read the TREB Enrollment Agreement.
• Click I Agree.
• Answer each of the security questions. These will be used to
confirm your identity in the event that your Authenticator is
lost or if your forget your PIN.
• Enter the serial number on the back of your Authenticator.
Notes
4
• Create a 4-digit PIN number that you will use to log in to
Stratus from this point forward. The PIN must be numbers
only.
• A screen confirming your enrollment will appear. To access
Stratus, click Stratus MLS System. You will be returned to
the Welcome screen.
Enrollment Confirmation
6. In the User ID field, type your user ID (your TREB Member
number).
7. Click in Your PIN # field and type the 4-digit PIN you created when
you enrolled your Authenticator.
8. Press the gray button on your Authenticator to generate a random,
6-digit password. This password is only valid for 60 seconds. Enter
this number in the Authenticator Password field.
9. Click the option button for Log on to the Stratus.
Notes
5
NOTE: If you are using a browser other than Internet Explorer, you will only
be able to log on to Stratus.
10. Click the Log On button or press the Enter key on your keyboard.
NOTE: If you type your User ID or PIN incorrectly, you will get an error
message asking you to try again.
Error message
11. The Stratus Home Page appears.
Notes
6
NOTE: Once you have logged on to Stratus, your session will expire after 30
minutes of inactivity. Before the session is terminated, you will receive a
TMLS Timeout Warning Message. Click Renew to continue working in Stratus
without being required to log in again.
You have successfully logged on to the Stratus system.
Wireless Access
TREB offers several wireless options. With each, you will require your
authenticator to login and access searches and other functions.
• iPad, iPhone
Download our free Stratus MLS app from the Apple Store or iTunes.
To locate the app, search for Stratus MLS.
• BlackBerry®, Android or Windows phones
Open your mobile browser and navigate to
www.mobile.torontomls.net where you will be prompted to log in.
• Other mobile devices and tablets
Open your choice of browser and navigate to http://
unplugged.torontomls.net. While this site is less sophisticated than
the first two options, it is very functional when mobile access is
required.
Notes
7
Help
Clicking the Help button will take you to the system's online help.
Help is organized so that you can read it like a book, select a topic by
index keyword, or use the Search tool to find help on a topic by
keyword search.
You may also contact the Help Desk at (416) 443-8111; or, if long
distance applies, dial 1-877-843-TREB (8732).
At the time of publication, service hours for the Help Desk are as
follows:
Monday-Friday: 7 a.m. to 11 p.m.
Saturday and Sunday: 9 a.m. to 4 p.m.
NOTE: The long distance number does not function in the 416 and 905 area
codes. If you are phoning within the 416 or 905 area codes, please use the
(416) 443-8111 number.
You may also email the Help Desk at [email protected].
Logging off
To log off from the Stratus Home Page:
• Click Log Off at the top right of the Home Page.
Log Off
Notes
8
To log off the Stratus system:
• On the Action toolbar, click Log Out.
Log Out
NOTE: It is very important to log off when your session is complete,
particularly if you are on a shared or public computer. Failure to do so will
allow unauthorized access to Stratus as well as to your membership profile,
contacts, listings, and e-Commerce account.
You have successfully logged off.
Summary
After completing the material in this chapter, you should be able to:
• log on to Status
• get help
• log off
Now that you know how to log on and off, you are ready to go to the
next chapter to learn more about the Stratus Home Page.
Notes
9
Notes
10
Chapter 2: Navigating in Stratus
In this chapter, you will learn how to navigate the home page, the Info
Centre as well as the menus and tools of Stratus.
The Stratus Home Page serves as your communication and command
centre. From here, you have easy access to tools that Members
regularly use such as WEBForms®, TREB Market Stats, Market
Watch, the Learning Centre and TREB maps. You also have one-click
access to Stratus where you will find the Info Centre and tools for
searching and researching properties.
Keyword Search
Search Properties
Top Stories
News (GTA/
Media)
WEBForms®
REALTOR® Tools
RSS Feeds
Learning Centre
Notes
11
This section identifies key tools on the Stratus Home Page.
Search Properties
Click Search Properties to go to the Info Centre for Stratus. In Stratus
you will find the tools needed to conduct searches and Add/Edit
listings. For information on navigating Stratus, see “Navigating
Stratus” on page 25.
Boards & Associations
Click the drop-down arrow beside Boards & Associations to access
the home page for other real estate Boards and Associations in the
GTA.
WEBForms®
The WEBForms® button provides one-click access to your
Transaction Kits in WEBForms®. You will not be required to log in
again as long as your current Stratus session is active.
Notes
12
REALTOR® Tools
The REALTOR® Tools sliders provide quick access to many of your
favourite tools. Click on a slider to view the available tools.
Market Stats/Information: Provides access to TREB Market Stats,
Market Watch, Economic Commentaries, Housing Market Charts,
Weekly Sales Report, Condo Corner and more.
Forms/Clauses: Provides access to up-to-date real estate forms and
clauses as well as plain language forms.
e-Commerce REALTOR® STORE: Provides access to your
membership account online. Click here to pay your annual fees or to
make an online purchase from the REALTOR® STORE. There is also
a directory of Products and Services.
Notes
13
Maps/Calculators: Click this slider to access TREB maps, Redistricting Maps, Commercial Research Maps and the Land Transfer
Tax Calculator.
More Resources: This slider provides access to information on
FINTRAC Compliance, Anti-Spam, Do-Not-Call List and Altus
InSite.
Notes
14
NOTE: Click Altus InSite to access a training video and manual for this
commercial database of industrial and office spaces in the GTA.
Top Stories
Headlines for top news stories, followed by a summary, are featured in
the Top Stories section on the Home Page. To view the full story, click
on the headline title.
GTA News / Media Centre
By default, news headlines from the Board appear in this section. Click
on the Media Centre tab to view industry articles, from print and web
sources, organized under the headings:
• News Items on TREB and other Real Estate
Associations
• News Items on Real Estate
• News Items on REALTORS®
• News Items on Commercial Real Estate.
Learning Centre
The Learning Centre contains a library of training videos. Select a
video and then view it using the video player in the Learning Centre.
Now that you are familiar with the features of the Stratus Home Page,
go to the next section to learn how to navigate the Info Centre.
Info Centre
To access the Info Centre, click Search Properties at the top of the
home page. The Info Centre contains TREB news postings, Today’s
Listings, Alerts and a Resources menu for quick access to handy tools
Notes
15
and information. This section identifies the main areas of the Info
Centre.
Collapse/
Expand
Left Side
Panel
News
Resources
Today’s
Listings &
Alerts
My Links
Left Side Panel
The Left Side Panel provides access to the functions of Stratus, My
Lists and the Links menu for connecting to other resources. It appears
throughout Stratus, either at the left side or collapsed in a row at the
top of the screen. You may change its location using the Collapse/
Expand button.
Stratus functions include:
• Info Centre: Gives you quick access to listings, and reference
tools.
• Search: Includes the New, Map, Saved, Prospect, Pre-Defined, and
MLS# searches.
Notes
16
• Add/Edit: Allows you to add listings to the database, as well as edit
any listings that you’ve previously added.
• Notice Pages: Provides a customizable report of all new and
changed listings in your market areas.
• Contacts: Allows you to keep track of your contacts, as well as any
Prospect Searches set up for them. You can also search the Member
Roster and Brokerage Roster.
• CMA: Allows you to create a Comparative Market Analysis that
you can present to your client.
• Calendar: Provides a convenient format for tracking important
events, meetings, and appointments. Open houses in your market
area can be displayed on the Calendar.
• Financial: Allows you to calculate Mortgage Amortization,
Mortgage Pre-Qualification and Mortgage Qualification.
• Settings: Allows you to customize the appearance and default
settings of Stratus. Also allows you to create and edit your market
areas for Today’s Listings and change your password for Manage
My Profile.
My Lists
The links in this section provide access to the following:
• Favourite Listings: Click to view, in list format, all listings added
from various searches. Displays up to 100 listings.
• Listing Cart: Allows you to gather listings from multiple searches
in one place so that they can be printed or emailed together. Holds
up to 100 listings.
• My Listings: View a list of all of your active listings.
• Recent Searches: View a list of your most recent 100 searches, with
the most recent at the top of the list.
• Recently Viewed: View a list of your recently viewed (up to 100)
listing Detail View forms.
Notes
17
LINKS
The LINKS menu provides a list of links to real estate related websites
and resources.
To go to one of the websites or resources, click on the desired link.
If the Left-Side Panel is collapsed, you will find the Links menu across
the top, above the Top Tab Menu. In this case, hover your mouse over
LINKS to see the list. Click on the resource you want to view.
Notes
18
News
The News section contains TREB’s recent News postings. To view the
news from other Boards/Associations, click the down arrow at the top
right of the section and click on the desired Board.
Notes
19
Today’s Listings
The Today's Listings section lets you keep track of up to six market
areas of your choice. When you log in each day, you will see the latest
new and updated listings in these areas. Today’s Listings are tracked
from midnight to midnight. Clicking the links takes you directly to a
one-line display of the relevant listings.
To customize Today’s Listings:
1. From the Info Centre, click Manage Today’s Listings.
Manage Today’s Listings
2. Click in the Market Area 1 name box and type the name for the
market area, for example, Trinity Bellwoods.
Notes
20
3. In the Class(es) section, select one or more property class(es). In
our example, we will choose Residential Freehold and Residential
Condo & Other.
4. In the For Sale/Lease field, select one or more options. In our
example, we will choose For Sale. (If you selected Commercial in
the Select Class(es) section, there would be a third option, Sublease.)
5. In the Area list, select the area in which your market area is
contained. We will choose Toronto.
6. In the Municipality list, select one or more Municipalities. We will
choose Toronto C01.
7. In the Community list, select one or more Communities. We will
choose Trinity-Bellwoods.
Notes
21
TIP: To select multiple Municipalities or Communities, press and hold the
CTRL key on your keyboard while making your selections.
NOTE: For any one Market Area, you will see up to a maximum of 250 New
and Updates. If too many municipalities or communities are selected for one
market area, you may reach your maximum early in the day.
8. To create additional market areas, repeat the above steps.
TIP: Apply a check mark next to Show Open Houses in your Market Areas
on your Personal Calendar to easily update your calendar in Stratus with
Open Houses in your Market Areas.
9. To save your market areas, click Save.
10. To return to the Info Centre, click the Info Centre link on the Left
Side Panel.
You should now see the names of your Market Areas in the Today’s
Listings section and the system will immediately begin tracking New
and Updated listings.
Alerts
The Alerts section, below Today’s Listings, contains up to three links.
• Click on New Prospect Matches to view a summary of the listings
sent to each of your Prospects.
Notes
22
• The second alert is a reminder of expired or expiring Prospects.
Click on Expiring/Expired Prospects to access your Prospect
Searches. To learn how to extend these Prospects, see “Extending a
Prospect Search” on page 146.
• A third alert is a reminder of expired or expiring CMAs. A CMA
expires six months after it was last accessed. Click the link to view
the CMA(s) expiring and to extend, if desired.
Resources
The following resources can be accessed on the right side of the Info
Centre.
• City of Toronto Neighbourhood Maps: A convenient link to the
city’s website providing information about the 140 neighbourhoods
that make up the City of Toronto.
Notes
23
• IDX Management: Provides access to manage Internet Data
Exchange (IDX) settings.
• Products & Services: A directory of companies providing real
estate related products and services.
• Reverse Phone Directory: A link to www.411.ca where you can
perform reverse searches by phone number or address.
• Schools: A list of links to the websites of the school boards in the
GTA.
• Technology Corner: Provides information on system updates as
well as links to training manuals that can be downloaded for your
convenience.
• Training Videos: Learn about the many features of the Stratus
system, and related applications, by watching brief training videos.
• TREBCommercial.com: Access the Board’s public website for
commercial real estate
• Member Roster: Provides information on TREB member agents.
Search by last name, first name, or e-mail address.
• Brokerage Roster: Provides information on member brokerages.
Search by brokerage name, e-mail address, or district.
Now that you are familiar with the Info Centre, go to the next section
to learn how to navigate the searching functions of Stratus.
Notes
24
Navigating Stratus
At the Info Centre, click Search on the Listings Menu of the Left Side
Panel. The Search screen appears.
.
Top Tab
menu
Search
Add/Edit
Left Side
Panel
Today’s
Listings
From this main screen, there are two navigation panes: the main menu
on the Left Side Panel of the page, and the search tabs located on the
Top Tab Menu.
The Left Side Panel appears throughout Stratus, either at the left side or
collapsed in a row at the top of the screen. You may change its location
using the Expand/Collapse button.
Notes
25
Collapse Left Side
Panel
Search
Expand Left Side
Panel
Select a Search
tab
To search for listings using the Top Tab Menu, you would click on one
of the search tabs.
Using the Action Toolbar
Stratus has an Action Toolbar with commands that are specific to the
current page. For example, when you submit your criteria for a search,
the results screen will have an Action Toolbar as illustrated below.
Notes
26
Action Toolbar
To access a command, simply click on the corresponding button on the
Action Toolbar. The functions for these buttons will be discussed in the
corresponding chapters of this manual. For now, we will look at one
button, the New Window button.
Opening a New Window
On the Action Toolbar you will find a New Window command. This
tool allows you to open a second (third, fourth, etc.) window in Stratus
without navigating away from your current page; it remains active. For
example, you may be working on a search for Client A when you
receive a phone call from Client B and need to conduct an entirely different search, while on the phone, to answer Client B’s question.
With the first search results on the screen, simply click New Window
on the Action Toolbar. A new window opens. You may have several
windows open at once! You will not time out of your previous window
unless all windows are inactive for 30 minutes.
When you select New Window, you will see the following warning:
Notes
27
Take care not to save a search in one window with a name used in
another open window.
Using the Breadcrumb path
Moving around in Stratus is more streamlined than ever. When searching in the system, you will see, above the main search screen, a breadcrumb path.
Click on any segment of the path to return to that screen! For example,
when viewing the results of a search, if you want to start a new search,
click Search in the path. If you want to access the Listings menu, click
Listings.
Notes
28
Summary
After completing the material in this chapter, you should be familiar
with:
•
•
•
•
•
•
•
•
Stratus home page features
Info Centre features
Stratus interface
Left Side Panel
Top Tab Menu
Action toolbar
Breadcrumb path
the New Window command
Now that you know how navigate the Stratus system, you are ready to
start searching. In the next chapter, you will learn how to conduct a
New Search.
Notes
29
Notes
30
Chapter 3: Conducting a New Search
Stratus provides a number of ways to find listings. In this chapter, we
will explore the New Search.
When you select Search from the Left-Side panel on the Info Centre,
your landing page is the New Search tab. The New Search allows you
to search using either the Quick Search form or the Flex Search form.
We will explore both in this chapter. The other search tabs (Map
Search, Saved Searches, Prospect Searches, Pre-Defined Searches and
MLS# Search) will be covered in later chapters.
Starting a New Search
To start a new search from the New Search tab:
Notes
31
1. In the Class section, place a check mark beside the class you wish
to search. You may search the following:
• Residential Freehold
• Residential Condo & Other
• Commercial.
NOTE: You are able to select one, two or all three classes; however, if you
select more than one class, you will be forced to use the Flex Search form.
We will learn about Flex Search later in this chapter.
In our example, we will select Residential Freehold.
2. In the Availability section, click to place a check mark beside one
or both of the following:
• Available: Listings that are active. These listings will have a
status of Dft, Ext, Lc, New, Pc and Sc.
• Unavailable: Listings that are no longer active. These
listings will have a status of Exp, Lc, Lsd, Sc, Sld, Sus and
Ter.
NOTE: The Unavailable option searches for unavailable listings within the
previous 2 years (Residential) or 4 years (Commercial).To search beyond this
period, you must access the Archives, which searches back to 1986 for
Residential and 1989 for Commercial.
TIP: In order to select the Archives option, you must first select Unavailable
in the Availability section.
In our example, we will select Available.
3. In the Sale or Lease section, click to place a check mark beside one
or more of the following:
Notes
32
• For Sale
• For Lease
• For Sub-Lease (Commercial searches only).
In our example, we will select For Sale.
4. Click Continue. The search form appears with fields based on your
class, availability and sale/lease selections.
Notes
33
New Search-Quick Search form (top detail)
Notes
34
New Search-Quick Search form (bottom detail)
Notes
35
TIP: The search form that appears is dependant upon the number of classes
chosen. When two or more classes are selected, the Flex Form appears. You
may use the Flex form for any search. To change the form, click the Search
Form down arrow and select Flex Search. For more details, see Selecting a
Form below.
TIP: If you want to change the setup for your search, perhaps to include
unavailable listings or to include another class, click Search in the
breadcrumb path to start again.
Selecting a Form
Once you set up your search by selecting class, availability and sale/
lease options, you are ready to choose the characteristics for the
listings you want to find; however, you may wish to select a different
search form.
To select the Search Form that you require:
• Click the Search Form down arrow to select one of the following:
a. Quick Search: Contains most of the fields relevant to your
basic criteria choices (e.g. class and availability)
b. Flex Search: For customizing your search by selecting only
the fields you require from a list
Search Form down arrow
Notes
36
In this section, we will use the Quick Search form.
Using the Quick Search Form
All listing searches (except an MLS# Search) require you to specify a
search area before any criteria can be submitted.
To enter your location criteria:
1. In the Location section, select one or more areas. Selecting up to
three areas will populate a list of municipalities.
Action toolbar
Count
Not check box
Area
Municipality
Community
GTA
In our example, we selected Durham.
TIP: You can select multiple items in any list box. To select multiple items,
press and hold the Ctrl key on your keyboard while you click each item.
NOTE: There is a Not check box above the Area list box. Placing a check
mark in the field will Exclude the selected criteria from your results. For
example, if you place a check mark in the Not field, and then select Durham
Notes
37
in the area list, your results will include all Areas except for Durham. The Not
criteria is available for most list boxes, drop-down lists and text boxes.
2. In the Municipality field, select one or more municipalities, if
desired. (This field is only mandatory in certain searches such as
those accessing Archives.) Selecting up to five municipalities will
populate a list of community names. In our example, we selected
Ajax.
3. To further narrow down your location, you may select one or more
Communities. In our example, we selected Central and Central
West.
NOTE: If you select the check box for either GTA or Ontario, the above
fields will become disabled.
NOTE: Stratus has added a wonderful new feature. On the Action toolbar,
you will see a Counter, showing how many listings match your criteria. Each
time you enter another criterion, the number automatically updates. To learn
more about this feature, see “Previewing Your Criteria” on page 54.
Notes
38
TIP: When conducting any search, you can access maps to determine the
community names in a selected municipality. On the LINKS menu, click ReDistricting Map.
Click in the Search field and type the municipality name. (You may also type a
street name, address, or postal code.) Ensure that there is a check mark
beside Communities. Then click Search. The map will zoom into the desired
area and display the Community names and boundaries. Use the zoom in (+)
or zoom out (-) tools on the map to adjust the zoom level, if necessary.
Zoom tools
Show communities
Municipality name
Community name
Notes
39
Using the map to select location
Another way of describing the mandatory location information is by
using the map.
To select a location by map:
1. At the search form, click Map on the Action toolbar. The search
form is replaced by a map.
2. On the map, draw a polygon or radius to define your search area.
Notice that the Counter displays the number of search results in the
drawn area. To learn more about drawing a location, see the chapter
on Map Search.
Counter
Criteria
Map
Shape drawn
Notes
40
NOTE: When you click on the polygon or radius tool, you will get a message
informing you that you cannot maintain your Area and Municipality selections
if you draw a shape. Click Continue to draw your location on the map.
3. To return to the search form, click Criteria on the Action toolbar.
Now that you have selected the mandatory location information, you
are ready to enter additional, optional criteria.
Completing Optional Fields
Once you have completed the mandatory fields, you may continue
entering (or selecting) search text for one or more of the remaining
fields. The following subsections describe the various ways in which to
enter criteria.
TIP: You can clear the form at any time by clicking the Clear button, found on
the Action toolbar.
Choosing items in a list box
List boxes allow multiple selections. Peruse the list with the scroll bar
on the right side of the box. Click to choose the item you want. To
choose multiple items, press and hold down the Ctrl key, then click
each item desired.
The following screen capture shows an example of a list box.
Scroll bar
Notes
41
TIP: To select multiple items that are in sequence in the list, click on the first
item and then hold down the Shift key as you click on the last desired item in
the list. If you want all items in the list, it is not necessary to select any.
Choosing items in a drop-down list
Drop-down lists contain a list of items from which you must choose
only one option. Peruse the list by clicking the down arrow on the right
side of the box. Click on the option desired to select it.
The following screen capture shows an example of a drop-down list:
Down arrow
Entering values in a text box
Click inside a text box to enter a text value. If the text box is preceded
by a drop-down list box, choose one of the options in the list (e.g.,
equals, contains, starts w/, or ends w/) before entering text values.
TIP: If you are having trouble obtaining a match while searching a text field
with equals, try starts w/ from the drop-down list, then enter the first few
characters in the text box. For example, if you entered a street name “Equals
Hilltop” with no results, try using “Starts w/ Hill”. This search finds properties
matching listings on Hilltop as well as Hill Top.
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42
NOTE: Text in a text box is NOT case sensitive; however spelling matters.
The system will search for the exact text-string that you type.
OR searches
Once you enter search text in a text box, click the OR button, if
available, to enter additional options. The system interprets each entry
you add with the OR button as another way to search the listings. In the
following screen capture, the search finds streets beginning with “Mc”
or “Mac”.
To delete a value, click the X beside the entry.
Click to remove
criterion
TIP: The Not option must be used with caution in an “or” field. By choosing
“not” for the “Mac” text above, the search will return all street names that do
not begin with “mac”.
Notes
43
Entering date fields
Stratus accepts dates in several different formats. The following
examples show the ways in which you can enter April 3, 2014.
Formats
Examples
mm/dd/yy
m/d/yy
mm/dd/yyyy
m/d/yyyy
04/03/14
4/3/14
04/03/2014
4/3/2014
TIP: You may also enter the date as 4/3 or 4-3. The system will assume the
current year and convert the date to the correct format.
The following screen capture shows an example of a date field.
TIP: Typing the letter “t” will give you today’s date; you can also have the
system subtract a specific number of days from today’s date by typing “tnumber of days” (e.g., If today is April 10, the system interprets “t-2” as April
8). If you leave the To field blank, the default will be today’s date.
The system will accept upper or lower case letters.
Entering min/max ranges
Search fields using Min and Max boxes allow you to search a range of
values. Enter the smallest acceptable value in the Min box and the
largest acceptable value in the Max box.
The following example finds properties with a List Price greater or
equal to $500,000 and less than or equal to $700,000. If you specify a
value only in the Min field, the system finds listings with a list price
equal to or greater than the value entered.
Notes
44
NOTE: The system does not accept spaces, commas or dollar signs in
numerical values. Commercial searches, however, do accept decimals so that
dollars and cents can be entered for lease prices.
Entering MapArt coordinates and postal codes
Would you like to search only a portion of a Community? Or part of
one Community and part of another adjoining Community? You can
use the map to draw a search area, as seen on page 40, or you can input
the MapArt page number, column and row as search criteria. Postal
Codes can also be inserted as criteria.
Searching a specific map section
As an example, we will enter MapArt values to search a specific map
section in Thornhill that runs from Highway 7 to John Street, and from
Bathurst to Bayview. The area is found in the MapArt book on page
355, columns 19-23, rows W-X.
Remember, to successfully conduct a MapArt search, you must enter a
location consisting of at least one area. Our example is found in York.
1. In the Area field, click the down arrow and choose an area. In our
example, we selected York.
2. In the Map # Min and Max fields, enter the MapArt page number
that you wish to search. If you are searching a range of page
numbers, enter the first number in the range in the Min field, and
Notes
45
the last number in the range in the Max field. In our example, we
wish to search page 355 only, so we entered 355 in both fields, as
shown in the following screen capture.
3. In Map Column Min and Max fields, enter the column that you
wish to search. If you are searching a range of columns, enter the
first column number in the range in the Min field, and the last
column number in the range in the Max field. In our example, we
wish to search column 19 to 23, so we entered 19 in the Min field
and 23 in the Max field.
4. In Map Row Min and Max fields, enter the row that you wish to
search. If you are searching a range of rows, enter the first letter in
the range in the Min field, and the last letter in the range in the Max
field. In our example, we wish to search rows w to x, so we entered
W in the Min field and X in the Max field.
5. Enter any other search criteria, as desired.
6. Click Search. The results appear in the standard list format.
You may prefer to use the Map Search to draw an area instead of using
map coordinates. The Map Search will be covered in another chapter.
Notes
46
Searching by postal code
You can search by exact postal code, or a portion of a postal code. You
can enter as many postal codes as you wish. In our example, we will
search for properties that have a postal code beginning with M4E or
M4L.
To search by postal code:
1. In the location section, select at least one area. In our example, we
selected Toronto.
2. In the Postal Code drop-down list, click the down arrow and select
Starts w/, Contains or Equals. In our example, we selected Starts
w/.
TIP: Use starts w/ if you know only the beginning character(s) of the postal
code. Choose contains to search any part of the postal code. Select equals if
you know the exact postal code. Select ends w/ if you don’t know the
beginning character(s).
3. Enter the postal code. In our example, we entered the beginning
three characters of the postal code, M4E.
NOTE: Do NOT include any spaces when entering a postal code. For
example, M4E2K6.
4. To add another postal code to your search criteria, click the Or
button and repeat the previous steps. In our example, we added
another postal code using Starts w/, then entered the first three
characters, M4L.
Notes
47
5. Enter any other search criteria as desired.
When you are ready to submit the criteria, click Submit. The results
appear in the standard one-line summary format.
Adding Additional Fields
Would you like to customize your search form? All New Searches
(Quick, Flex, Pre-Defined, Map) have the ability to add fields that are
not on the search form by default. At the bottom of the search form,
you will find Other Fields.
To add one or more additional fields:
Notes
48
1. Click the Add a Field drop-down arrow.
2. Select a field that you would like to use, for example, Lot Front.
The Lot Front field appears in the Other Fields section of the search
form.
3. Enter the value(s) required for the lot front measurements. In the
above example, we added a required minimum lot front of 50 feet.
4. To add an additional field(s), repeat steps 1-3 above.
Submitting the Search
You already know exactly how many results your search will return,
because with every added criterion, the counter on the Action toolbar
changes. To submit the criteria and view the results:
• Click Submit at the bottom of the form.
The results of your search will appear in a list format, which we will
explore in the next chapter.
Notes
49
You have successfully submitted a search using the Quick Search
form. In the next section, you will learn how to complete a search
using the Flex form.
Using the Flex Search Form
The Flex Search form provides full flexibility in selecting the fields
required for completing your search criteria. It is a fast and flexible
search for users familiar with the names of the search fields. You
create a custom search by choosing only the search fields you require,
one at a time, from a drop-down list.
• When you select more than one class at the New Search
page, you will be forced to use the Flex Search form.
• Flex Search is the only search that will allow searching
multiple classes, for example, Freehold and Condominium.
• When using a Quick Search form, you can switch to the
Flex Search form at any time. All criteria entered on one
form will carry over to the other form.
• When using a Flex Search form, you can switch back to the
Quick Search form at any time as long as you are only
searching one class. All criteria entered on one form will
carry over to the other form.
TIP: To select a different search form, see “Selecting a Form” on page 36.
To conduct a search using the Flex Search form:
1. Click New Search on the Top Tab Menu.
2. In the Class section, place a check mark beside each class you wish
to search. You may select one, two, or all three classes.
Notes
50
NOTE: If you choose more than one class, be aware that a particular search
field in one class may differ from the same search field in another in terms of
text choices or search field format (e.g., drop-down list, text box, etc.). Stratus
combines the search fields for classes in a meaningful way. When a search
field contains a list of choices in each class (e.g., Style for Residential
Freehold differs from Style in Residential Condo & Other), the list is
combined. To search effectively, either don’t choose any, or specify one or
more that apply to each class.
3. In the Availability section, select one or both availabilities.
4. In the Sale/Lease section, select one or both options.
5. Click Continue. If you selected more than one class, the Flex
Search form appears automatically. If you only selected one class,
the previous form used by you will appear. You may need to change
the Search Form. (See “Selecting a Form” on page 36.)
Notes
51
6. In the Location section, select one or more Areas. In our example
we will select Toronto.
desired. In our example, we will select all Toronto central
municipalities (C01-C15).
TIP: To select multiple options in sequence in a list box, click on the first
option (Toronto C01), hold down the Shift key on your keyboard and click on
the last option (Toronto C15). All options between become selected.
8. If fewer than five municipalities are selected, you may also select
desired communities.
TIP: You may use the map to select your location, instead of selecting Area,
Municipality, and Community. For more information, see “Using the map to
select location” on page 40.
Now that the mandatory location fields are complete, you are ready to
enter additional search criteria.
9. In the Other Fields section, click the Add a Field down arrow and
select a search field. In the example listed below, we selected
Seller/Landlord Name.
10. Enter (or select) search text as required.
11. Repeat steps 9 and 10 until the search criteria is completely
defined.
TIP: To search for listings that have a virtual tour, select the Virtual Tour
URL field, then choose Starts w/, then type “h”. The “h” represents the first
letter in a virtual tour’s URL address (e.g., http://www.virtualtour.com).
12. If at any time during the data input process you wish to delete data
in a search field, click the x to the right of that field. To clear all
search criteria in an “or” list, click the x below the field. To clear all
Notes
52
search criteria on the form and start over again, click Clear on the
Action toolbar.
NOTE: As with the Quick Search form, when you enter criteria, you will see a
running count of how many results the criteria will return. The Count is located
on the Action toolbar, above the search form.
Field name
Delete entry
Delete field
Add a Field
13. Once all search criteria is complete, click Submit to view the
results.
You have successfully completed a search using the Flex Search form.
Notes
53
Previewing Your Criteria
To display the complete search criteria along with the running count:
1. On the Action toolbar at the top of the search criteria, click
Preview.
Preview
Save Search
Counter
2. A pop-up appears, listing your criteria and showing the count after
each criterion is entered.
Now that you have previewed your search criteria, you can either
submit it, or close the pop-up and modify it or save the criteria.
Saving Your Search
Once you have entered your search criteria, you may save it and use it
again for another search.
Notes
54
To save your search criteria:
1. On the Action toolbar above the search criteria, click Save Search.
A Save Search pop-up appears.
2. Enter a descriptive name for your search in the Search name field.
3. Click Save.
You have successfully saved your search criteria.
Sharing saved search criteria
Once your search criteria is saved, you are able to share the saved
search with your colleagues.
To share your search with others:
1. Click Saved Searches on the Top Tab Menu.
Notes
55
Saved
Searches
List of Saved
Searches
Results
Share
Continue
2. Click on the saved search that you want to share. In the above
example, the “Power of Sale” search is selected.
3. Click Share. A Share Saved Search pop-up appears.
Notes
56
4. Select My Office to allow other members of your office to use your
saved search criteria.
Using a saved search
Now that you have saved your search criteria, you can use it again at
any time, either as is or with modification.
To use a saved search:
1. Click Saved Searches on the Top Tab Menu.
2. In the list of saved searches, click on the search that you wish to
use.
3. Click Results to submit the search criteria and view the resulting
listings.
4. Click Continue to view and/or edit the criteria.
After retrieving the saved criteria, you can save it again.
1. Open the saved search, as above, clicking Continue to view or edit
the criteria.
2. On the Action toolbar, click Save Search.
• To save your own search, click Save. If you made any
changes to the original saved search, you will see the
message that follows. Click Save to overwrite your original
criteria or Save As to save with a different name.
Notes
57
• To save someone else’s search, click Save and then in the
pop-up message, click Save As. Type a new name to save
the search criteria as your own.
Deleting a saved search
Saved searches can only be deleted by their owner. You cannot delete
shared searches.
To delete one of your saved searches:
1. On the Top Tab Menu, click Saved Searches.
2. Click on the name of the search you want to delete.
Notes
58
3. Click the Delete button. A pop-up appears.
4. Click Delete to confirm the delete action.
Summary
•
•
•
•
•
•
•
access the Quick Search form
enter search criteria (mandatory and optional fields)
access the Flex Search form
work with the Additional Fields feature in both Quick and Flex
preview your criteria
save your search criteria
share, use, edit or delete your saved searches.
Now that you know how to enter search criteria and initiate your
search, you are ready to learn how to work with your search results,
which is covered in the next chapter.
Notes
59
Notes
60
Chapter 4: Working with the Search Results
Chapter 4: Working with the Search
Results
When you submit your search, Stratus generates the Search Results.
Only those listings matching all specified search criteria are included.
The Results are listed, by default, in one-line summaries, which offer
key listing information.
NOTE: Stratus limits search results to 200 listings.
Modifying your Search Criteria
Stratus offers several methods for modifying your search criteria.
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61
• Use the breadcrumb path to return to the criteria form
• Use the Revise Criteria button
• Use the Dynamic Criteria Panel
In this section, we will explore each method.
Using the Breadcrumb Path
To modify your search criteria using the breadcrumb path:
1. Above the search results list, click the Criteria segment in the
breadcrumb path. The criteria form appears.
Criteria
2. Revise your criteria as desired and resubmit the search.
Using Revise Criteria
To modify your search criteria using Revise Criteria:
1. Above the search results list, on the right-hand side, click Revise
Criteria. The criteria form appears.
Revise Criteria
2. Revise your criteria, as desired, and then submit the search again.
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62
Using the Dynamic Criteria Panel
Stratus has a feature that allows you to modify your criteria as you go.
In other words, as you make a change in the criteria, you immediately
see the revised results on the screen without resubmitting the criteria.
This is done using the Dynamic Criteria Panel which can be accessed in
any search results list.
The Dynamic Criteria Panel does not appear by default, but is easy to
activate. To the right of the Revise Criteria button there is a small down
arrow. Click that arrow to activate the Dynamic Criteria Panel.
Show Dynamic Criteria
Panel
With the panel displayed, you can click on the corresponding arrow to
hide or collapse it.
Notes
63
Hide panel
Dynamic Criteria Panel
To modify your criteria using the Dynamic Criteria Panel:
1. Display the Dynamic Criteria Panel, if necessary.
2. Enter any change(s) into the criteria fields.
3. After each change, notice that the results list to the left changes
automatically. Continue adjusting the criteria as needed.
NOTE: The Dynamic Criteria Panel can be used in all searches: Quick, Flex,
Map, Saved Searches, and Pre-Defined Searches. In each, changes can be
made on-the-fly with results appearing automatically, without the need to resubmit.
Viewing the Search Results
When you submit your search criteria to view the resulting properties,
the results appear in a list format by default. Using the tools on the
Action Toolbar, you may also view the results in detailed format or in
Notes
64
the map view. We will explore each of these view formats in later
topics in this chapter (see page 72).
NOTE: Stratus will return search results to a maximum of 200 listings in all
searches.
Working with Results in List View
Search results appear in a list format, displaying 20 listings per page.
Navigation buttons
To navigate to the next page of results, use the navigation buttons
above the list. From left to right, the buttons represent “First Page”,
“Previous Page”, “Next Page”, and “Last Page”.
Changing how many listings you view at a time
You can change the number of listings that appear per page to a number
other than 20.
To change the number of listings you view at a time:
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65
1. Click the down arrow in the Page Size field.
2. From the drop-down list, click the option you want. The number of
listings displayed changes accordingly. If you select All, Stratus
will display up to 200 listings on the page.
Selecting listings
To perform an action on one or more listings, it may be necessary to
select them. This is done using the check boxes at the beginning of
each row.
Select all listings
• To select one or more listings: Click to place a check mark in the
check box beside the desired listing(s).
• To deselect a listing: Click the check box to clear it.
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66
• To select all listings: Click the Select All check box in the column
heading row.
TIP: Selecting all listings will only select the listings on the current page. If
you want all listings, ensure the Page Size is set to All. If the Page Size is not
set to All, you will see a message offering a choice of selecting only the
listings on the current page or all (for example, Select all 53).
Sorting listings
Stratus displays the listings found by your search in a simple list
format. You can sort the list by any column, for example, by Style. You
can also perform a multi-level sort to group the results logically, for
example, by Community; within Community by Type. You can sort in
either ascending (increasing) order (a to z), or in descending
(decreasing) order (z to a).
Sorting by a single column
To sort by any single column:
1. Click any column heading to sort it in ascending order. A small up
arrow will indicate ascending order.
2. Click it again to sort in descending order. A small down arrow will
indicate descending order.
Ascending order
Descending order
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67
Sorting by multiple columns
You can sort by multiple columns. The first sort is the broadest
category, within which the other columns are sorted. The second sort is
the next-broadest category, within which the narrowest category is
sorted.
To sort by multiple columns:
1. Click on the column heading for the first sort category, for
example, click on Community. If you want the communities listed
in reverse (descending) order, click on the heading a second time.
2. Hold down the Ctrl key on your keyboard and while holding it
down, click on the column heading for the second category, for
example, click on LSC.
3. Continue holding down the Ctrl key as you click on the next
column heading. While you can sort by additional columns, too
many columns used may not be very meaningful.
Note that the column headings used in the multi-level sort are
highlighted, indicating that they are selected.
Narrowing the results list
You can select specific listings from the results list to display as a
subset.
To narrow the search results:
1. Select the listings you want in the subset using the check box
beside the desired listings.
2. In the Action Toolbar, click Narrow.
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68
Narrow
Action Toolbar
Selected listings
3. To return to the original results, click Expand on the Action
Toolbar.
Expand
Printing the Search Results
All result views, (list, details, map) provide options for printing.
Results are converted to PDF format before printing. The print dialogue
box offers several options before sending your document to the printer.
To print one or more listings:
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1. Select the listing(s) that you want to print.
2. On the Action Toolbar, click Print. The print dialogue box opens.
Options appear when
some listings are selected
3. Select either List Rows to print the one-line list format, or Detail
Views to print the detailed listings in their current report format.
TIP: If you want to print the details view, ensure that the desired report
format is chosen in Details View before selecting Print.
4. Click the down arrow in the For field to select what listings to
print: The Current Listing; All (number) listings; or The (number)
selected listings.
5. Click Print to print the page.
6. Click Print Preview to preview the page before printing. To print,
close the preview and then click Print.
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7. In the print dialogue box that opens, select your printer and how
many copies you wish to print. Then click Print.
Emailing the Search Results
You can email listings to your client in your choice of detail views, and
you can include a map. Look for the Send button on the Action
Toolbar.
To email listings:
1. Place a check mark beside the listing(s) that you wish to email. If
you want to email all, don’t select any.
2. On the Action Toolbar, click Send. The Send dialogue box opens.
Notes
71
3. In the To field, enter your client’s email address.
4. In the Subject field, edit the subject line, if desired.
5. In the Message body, edit and format the message, if desired.
However, do not delete the instructions for viewing the listings.
6. Click the For down arrow to select the listings you want to email.
You are able to email all of the listings or only those selected.
7. Click the Form down arrow to select the report format you wish to
use for the emailed listings. The default is Client Full.
8. Place a check mark beside Send a copy to yourself, if desired.
9. Place a check mark beside Include map, if desired.
10. Click Send to send the email.
Changing Search Results View
The default view when you submit a search is List View. There are
however, other views offering different details for the results.
Details View
Click Details on the Action Toolbar to view the listings, one-by-one,
in detailed view.
Details
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72
The first listing in the results list appears in the default view, Broker
Full.
Links in Detail View
In Detail View, above the listing, you may find one or more links:
• Form: Click the down arrow to change the displayed form from
Broker Full to one of the other ten report formats.
• Units: Click the down arrow to change the room measurements
between Feet and Metres.
• Attachments: When attachments are available, there will be links to
the documents. These links appear as paper clip icons. In the above
example, there are links for Disclosures, and Other document(s).
Attachments may be Floor Plans, SPIS, Financials, Feature Sheets,
Notes
73
Environmentals, Schedules, Disclosures, or Other (which may
include survey).
Select
attachments
• Virtual Tour: When a virtual tour is available, a link is provided.
Click the link to view the virtual tour.
• Propertyline PDR: Clicking this link will take you directly to the
MPAC propertyline™ Property Detail Report (PDR). If no PDR is
found for the property, a message will indicate that no match was
found. A link will be provided to the full propertyline™ website,
where you can search for the PDR by address.
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74
When you send a listing by email from Details view, you are able to
include the attachments. Select the attachments you wish to include in
the email. The Property Details Report cannot be sent as an attachment.
Map View
To view your search results on a map, click Map on the Action
Toolbar. The listings are plotted on the Bing map, each represented by
a round, numbered marker. Below the map is a list of the results. The
numbers in the list correspond with the numbered markers on the map.
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75
NOTE: If you prefer to see only some of the results on the map, select those
listings to be mapped in List View, and then click Map.
Map
• Hover the mouse over a marker to view pop-up details.
Map Controls
• Click Legend in the map controls to view an explanation of the
colours used for the markers.
Notes
76
• Click the Area/Municpality/Community controls to see the
corresponding boundaries based on the re-districting maps.
Legend
Area/Municipality/
Community Overlay
Views
Panning circle
Zoom in
Zoom out
•
•
•
•
•
Click a view to change the map to Aerial or Bird’s Eye view
Click a direction arrow on the panning circle to move the map
Click the Zoom in icon for a closer view
Click the Zoom out icon for a broader view
Click the down arrow between the map and the list to expand the
map
• When the map is expanded, click the up arrow to restore the list
Expand Map
Restore List
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To learn more about working with the map, see “Chapter 5:
Conducting a Map Search” on page 93.
Other Features
Statistics
Stratus offers summary statistics and information about categories of
listings found by your search. To view this information, click
Statistics on the Action Toolbar.
Statistics
A pop-up appears, containing two tables: Statistics, and Counts.
• The Statistics table displays highs, lows, and statistical values (e.g.,
mean) for list price, taxes, etc.
• The Counts table displays the number of listings by category, such
as community, type, etc.
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If you do not want to include the entire search results in these analyses,
select the listings, in List View, that you want to include and then click
Statistics.
Driving Directions
You can obtain driving instructions with map in list view, details view,
or map view. Look for the compass on the Action Toolbar.
Directions
• List View: Select the listings you require directions for, in the order
you wish to travel. Click the Directions button on the Action
Toolbar.
• Details View: Click the Directions button on the Action Toolbar.
The directions will be for the one listing you are viewing; however,
you can add additional addresses in the Directions dialogue box.
• Map View: Select the listings you want to view in Map View, then
click the Directions button to get driving directions to each of the
listings.
In each case, clicking Directions opens a Directions pop-up.
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79
Close
Print
Directions Options
From location
Action buttons
Route marked on
map
Directions are provided from your office to the selected properties.
The route is marked on the map. Below the map are turn-by-turn
instructions.
• To change the from location: Select your office address above the
map. Click the Edit button to enter a different address (for example,
your client’s address).
• To change the order of properties: Select a property and use the
Move Up or Move Down buttons to change the order.
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80
• To add an address: Click the Add button. Type the address you
wish to add to the list.
• To modify the route or map: Under Directions Options, select the
appropriate check box(es).
• To print instructions: Click the printer icon.
• To close the pop-up: Click the X.
Listing’s History
All edits, status changes and re-runs are entered as transactions on the
listing which are timestamped and recorded. Viewing this information
will allow you to see a listing’s price changes, conditional sales, re-runs
etc.
To view a listing’s history:
1. Select the listing in either List or Details view.
2. Click History on the Action toolbar. The listing appears as it was
when first entered into the database.
History
3. Scroll down the page to the bottom of the listing to view the
transaction records. A transaction represents a change to the listing
for whatever reason.
Notes
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Favourite Listings
Stratus MLS allows users to keep track of listings using the Favourite
Listings feature. By adding properties to your Favourite Listings, you
can easily monitor the activity on those properties. You can keep up to
a maximum of 100 listings in your Favourites list.
To add a listing to your Favourites:
• In List View: Click the star beside the properties you want to
monitor.
• In Map View: In the list below the map, click the star beside the
properties you want to monitor; or in the pop-up on the map, click
the star.
• In Details View: Click the star below the breadcrumb path.
Notes
82
List View
Details View
Map View
NOTE: Whenever you access Favourite Listings from the My Lists menu,
there is no direct link back to your search results. In order to return to the
search, you will need to access Recent Searches on the My Lists menu. For
more information on using Recent Searches, see “Using Recent Searches”
on page 128.
To remove a listing from your Favourite Listings, click the star icon
beside the listing to be removed.
Notes
83
Listing removed from
My Favourites
To add multiple listings to Favourites at once:
1. In List View, select the listings you want to add to your Favourites.
2. On the Action toolbar, click the Add button with the yellow star.
Each selected listing is now in your Favourites.
Add
Selected listings
To access your Favourite Listings at any time, click Favourite
Listings under My Links on the Left Side Panel (or above the Action
Toolbar, if collapsed).
Notes
84
Favourite Listings
To remove listings from your Favourites, access your Favourites and
do one of the following:
• Click on the star icon to remove a listing, one at a time.
• Select one or more listings to be removed and then click the
Remove button with the star on the Action toolbar.
Listing Cart
Stratus MLS includes a Listing Cart which acts like a shopping cart in
online shopping. You can add listings (up to 100) from several searches
to your cart and then take action (print or email, for example) all
together. This is very useful when you need to conduct more than one
search for a client, but want to send all suitable listings in one email.
To add a listing to the Listing Cart:
• In List View, Details View or Map View: Click the shopping cart
icon to the left of the desired listing(s).
Notes
85
'
List View
Details View
Map View
To add multiple listings to the Listing Cart at once:
1. In List View, select the listings you want to add to your cart.
2. On the Action toolbar, click the Add button with the cart. Each
selected listing is now in your Listing Cart.
Add
Selected listings
Notes
86
To access your Listing Cart, at any time, click Listing Cart under My
Lists on the Left Side Panel (or above the Action Toolbar, if collapsed).
Listing Cart
NOTE: Whenever you access Listing Cart from the My Lists menu, there is
no direct link back to your search results. In order to return to the search, you
will need to access Recent Searches on the My Lists menu. For more
information on using Recent Searches, see “Using Recent Searches” on page
128.
To remove listings from your Listing Cart, access your cart and do one
of the following:
• Click on the cart icon to remove a listing, one at a time.
• Select one or more listings to be removed and then click the
Remove button with the cart on the Action toolbar.
Viewing Listing Photos
The Photos button on the Action Toolbar displays different results,
depending on the view. Each listing can display up to 20 photos.
Viewing photos in List View
To view the primary photos of all selected properties:
Notes
87
1. View the results of a search in List view.
2. Select the properties you wish to view, or select none if you want to
see all photos.
3. On the Action Toolbar, click Photos. The primary photos for all
selected listings appear in the Photo dialogue box.
4. Click on a photo to see an enlargement of that photo.
5. Click in the check box below a photo to select that property to
perform another action on it (add to favourites, add to cart, print,
email, etc.) The check mark(s) will carry over to the List View.
6. Click Close to return to List View.
Notes
88
Viewing photos in Details View
Many listings found in Stratus contain multiple photos. When you view
those listings in Details View, the primary photo will contain
navigation arrows for clicking through the photos.
Number of photos
Navigation Arrow
To view the photos:
• click on the primary photo to display all photos in a Photo
dialogue box.
or
• click Photos on the Action Toolbar.
Click into a photo to enlarge it. Use the navigation arrows to move
from one photo to the next.
Notes
89
Navigation Arrow
Viewing Slideshows
To view the photos for one or more listings in a slideshow:
1. View the results of a search in List View.
2. Select the properties you wish to view, or select none if you want to
see all photos.
3. On the Action Toolbar, click Slideshow. The primary photos of the
selected listings are presented in a Slideshow dialogue box.
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90
If only one listing is selected, the slideshow will contain all photos for
that one property.
4. Click Close to return to List View.
Summary
•
•
•
•
•
•
•
navigate the search results in List View, Details View, or Map View
select listings
sort search results
print search results
email search results
get driving directions
get Statistics & Counts
Notes
91
•
•
•
•
view a listing’s history
add/remove listings to your Favourites and/or Listing Cart
access your Favourites and/or Listing Cart
view photos and slideshows.
Notes
92
Chapter 5: Conducting a Map Search
Do you like the idea of working with a search that changes the results
with every change you make? Do you like to use maps? Do you find it
difficult to remember community names? If you answered Yes to any
one of these questions, then you may want to explore the Map Search
in Stratus.
The Map Search is a dynamic search tool. Each change made causes
the system to search again. So, with each new or edited criterion, or
each change in map location or zoom level, the search results
automatically update.
Setting up a Map Search
To start a new search from the New Search tab:
1. Click the Map Search tab.
Map Search
Saved Shapes &
Locations
Continue
Notes
93
2. In the Class section, place a check mark beside the class(es) you
wish to search.
3. In the Availability section, click to place a check mark beside one
or both availability options.
4. In the Sale or Lease section, click to place a check mark beside one
or more of the following:
• For Sale
• For Lease
• For Sub-Lease (Commercial searches only)
5. Select a shape or location, if desired.
NOTE: Working with saved shapes and locations will be discussed in later
topics in this chapter.
6. To use the default location, click Continue.
TIP: Users may set the map’s default location to one of their choice. To learn
how to change the default location, “Setting a default location” on page 99.
The map search screen appears displaying the default location. Map
Search immediately displays search results, up to a maximum of 200.
If there are more than 200, you will see a message to, Narrow criteria
or zoom in (in the blue row between the map and the results list).
Notes
94
Map Tools
Listing marker
Open/Close Map
List
Results list
Dynamic Criteria
Panel
TIP: To see more of the map, click the Close Map List down arrow. The map
then fills the entire frame. To show the results list, click the Open Map List up
arrow. To increase the map size but still see some of the results list, hover the
mouse over the bottom edge of the map until your pointer becomes a twoheaded arrow, then click and drag downward to resize the map frame.
Two-headed arrow
Close/Open Map List
You are ready to begin searching.
Notes
95
Selecting a Location
All searches require a specific location to search. The map search is no
exception. You may find your location in one of several ways.
• Find a location
• Draw a polygon or radius on the map to define the location
• Use a saved location
Finding a location
One easy way to conduct a map search is to find a location, and then
enter any required criteria. You can find your location by a street
name, address, a postal code, town, or more.
To find a location:
1. Click Locations on the Action Toolbar.
Locations
The Locations dialogue box opens.
Notes
96
Type a location
The location field is very flexible. You can enter a variety of different
types of locations, such as:
• a specific address, for example, 5 Yonge Street, Toronto
• an intersection, for example, Avenue Road & Lawrence
Avenue W, Toronto
• a Postal Code, for example, M3B 3N1
• a landmark, for example, CN Tower, Toronto
• a point of interest such as a mall or a park, for example,
Yorkdale Shopping Centre
• a subway station, for example, TTC-Osgoode.
Notes
97
2. Click in the Location field and type the location you want to find.
For example, you can type an intersection such as Yonge &
Lawrence.
TIP: With the Locations dialogue box open, click Save Current As, if you
would like to save this location for future searches.
3. Click Find. The map will adjust with a push-pin marking the
location. If there are fewer than 200 listed properties in the map
frame, they will display with markers on the map and in a list
below the map.
Find
Save Current As
Notes
98
TIP: When entering your location, you may want to include the municipality. If
you don’t, you might find other occurrences of a street, address, or other
location in other towns or even in other countries.
You may now add search criteria, if desired to narrow the results. To
learn about entering criteria, see “Completing Optional Fields” on page
41.
Setting a default location
Any shape or location can be made your default starting point.
To set a shape or location as your default, on the Action toolbar, click
Locations. The Locations dialogue box opens.
Saved locations
Selected location
Set as Default
4. Click the check box beside the location you want to set as the
default. In the above example, Yonge & Lawrence is selected.
Notes
99
5. Click Set as Default. Now all map searches will begin at the Yonge
Street and Lawrence Avenue location.
6. Click Close to return to the map.
Drawing a location
Perhaps finding a location is still too general. Your client may want to
live within specific boundaries (for example, school boundaries), or
within a specific distance of their workplace, a GO station, or a subway
station.
Stratus provides you with two drawing tools for setting search
boundaries: a polygon or a radius.
Drawing a polygon
To draw a polygon:
1. At the Map Search screen, adjust the map, if necessary, to ensure
that the entire area is visible. (To adjust the map, “Working with the
Map Controls” on page 112.)
2. On the Action Toolbar, click Polygon.
3. Click on the map, at any point, to start to draw.
• Move the mouse in any direction. As you move the mouse a
shaded area appears, outlining the shape.
• To change direction (for example, to go east) click on the
map and then move the mouse. The shape continually
changes until you have completed the drawing.
• Click at each point desired to change directions.
• To complete the shape, double-click.
Notes
100
NOTE: When you draw a shape, you are creating a completely enclosed
area. Your shape can have as many changes in direction as desired (for
example, following the contours of the streets).
TIP: When drawing a polygon, do not hold down the mouse buttons or use
the scroll wheel. These actions will cause the map to adjust, making it difficult
to draw your shape.
4. When the drawing is complete, search results will appear if there
are fewer than 200 results. If there are too many listings to display,
add search criteria. If there are no listings, draw a larger area.
Save Shape
A Polygon can be modified once drawn.
Notes
101
To modify a Polygon:
1. At the Map Search screen, hover the mouse over the white handles
on the outside edge of the Polygon.
TIP: When hovering over the white handles, the mouse pointer will change
into a pointing finger.
White handle
2. Click and hold down the left mouse button.
3. Drag the handle to the point desired.
Drawing a radius
A radius is perfect to use when your client wants to live within a
specific distance of a specific location. For example, the client may
want to live within walking distance of a specific GO station.
To draw a radius:
1. At the Map Search screen, find the location to use as the centre of
your radius.
2. Adjust the zoom level of the map, if necessary.
Notes
102
3. On the Action Toolbar, click Radius.
4. Click on the map at the centre of your search area, for example, the
desired GO station.
5. Move your mouse away from the centre. Notice the pop-up
indicator showing the distance from the centre.
Pop-up indicator
6. When the desired radius displays in the pop-up indicator, click the
left mouse button to complete your radius. Only search results
within the drawn radius will appear both on the map and in the list
below.
Saving a polygon or radius
Whether you have drawn a polygon or a radius, you may save the shape
in order to use them again in future searches.
To save your drawn shape:
Notes
103
1. After completing the shape on the map, click Save Shape on the
Action Toolbar.
Save Shape
2. In the Save Shape dialogue box, type a name for the shape, for
example, GO-Newmarket.
3. Click Save. The map location with the drawn shape is saved and
can be used again for another search.
Using a Saved Location or Shape
Saving locations and shapes simplifies Map Searches. You do not need
to draw the shape again or find the location.
Notes
104
From the Map Search tab
1. At the Map Search tab, you will see a list of your saved locations
and shapes.
NOTE: You will probably notice a few shapes or locations that have been
shared by another member of your office. If you want to sort the list to see
only your own, click on the column heading, Shared by.
2. Click on the shape or location that you want to work with, for
example, High Park.
3. Click Continue to go to the map search using the selected shape or
location.
Notes
105
From within the Map Search
If you are already at the Map Search screen, either at the default
location or the location for another search, you can still access the
saved shapes and locations.
For Saved Shapes:
1. At the Map Search screen, on the Action Toolbar, click the down
arrow beside Use Saved Shape.
Saved Shape drop-down
2. A list of your saved shapes (and any shared ones) appears.
3. Click on the shape that you wish to use. The map immediately
adjusts to the new location.
For Saved Locations:
1. At the Map Search screen, on the Action Toolbar, click the
Locations button.
2. The Locations dialogue box opens as a pop-up.
Notes
106
Selected saved location
Go to Location
3. Select the desired saved location from the list.
4. Click Go to Location. The map adjusts to the saved location.
Entering Search Criteria
Although the Map Search shows immediate results for your location
based on class and availability, you may want to narrow the results by
adding specific search requirements.
On the right side of the map frame is the Dynamic Criteria Panel. Here
you will find the most commonly used fields; and if you scroll to the
bottom, there is an Other Fields option which allows you to add any
additional fields required.
Notes
107
• Each added criterion changes the search results
immediately.
• The Dynamic Criteria Panel may be collapsed to allow a
wider map frame. Click the up arrow,
to collapse the
panel. Click the down arrow,
to expand the panel.
Collapse/show panel
Hide Listings
Map Search check box
Save map search
• Click the check box next to Hide Listings to temporarily
hide listings from the map.
• Use the Clear button in the Dynamic Criteria Panel to
remove all criteria.
• Use the Prospect button in the Dynamic Criteria Panel to
create a Prospect Search with the entered criteria or drawn
shape.
• Use the Save button in the Dynamic Criteria Panel to save
the Map Search. The saved Map Search contains both the
location or shape and the criteria.
• Use the Preview button in the Dynamic Criteria Panel to see
how the results change as each criterion is added.
Notes
108
NOTE: To use the saved Map Search, you will need to access the Saved
Searches tab at the New Search screen. For more information, see the
chapter “Chapter 6: Other Searches” on page 121.
Working with the Search Results
Once you have finished selecting your location and defining the search
criteria, your results appear on the map and in a list below the map.
Navigate the results list the same as in the New Listings Search. (See
“Working with Results in List View” on page 65.) In this section, we
will explore the results on the map.
NOTE: The numbered markers on the map match the numbers in the results
list.
The following displays the results for an available and unavailable,
freehold search within a drawn shape.
Map Controls
Legend
Single listing
Multiple listings
Results list
The markers are seen in several colours indicating the listing’s status.
To see what the colours represent, click Legend in the Map Controls.
Notes
109
Viewing details in the map view
To access basic information for any listing on the map, hover the
mouse over the desired listing or group of multiple listings. A pop-up
opens displaying basic information about the listing.
• To view the detailed report (Broker Full format), click on
the MLS#.
TIP: To return to the Map Search results, when in the detailed view, click
Map on the Action Toolbar.
• To view the property from different angles, click Bird’s eye.
• To add the property to your Favourites, click the star icon.
• To add the property to your Listing Cart, click the listing
cart icon.
• To select the property for printing or emailing, click in the
check box.
• If additional photos are indicated, click the navigation
arrows below the picture to view them. To view all photos in
the Photo dialogue box, click on any one photo.
Notes
110
Displaying schools and other places on the map
Using the map, either as a Map Search or within other searches, you are
able to display places of interest. For example, your client may want to
know where the schools are located in an area. Or perhaps they want to
know what restaurants there are within walking distance.
To display places:
1. In Map view, on the Action toolbar, click Places. The Show Places
dialogue box opens.
2. Place a check mark beside the category of place that you want to
view on the map. In the above example, Restaurants is selected.
3. To add another category, click in the Other field and type a
category, for example Tim Horton’s.
4. Click Show.
Notes
111
5. The map displays again with markers indicating the locations for
your chosen category.
6. Point to a blue “i” marker to see what is at that location.
7. To remove the markers, click Places on the Action toolbar and then
click on Clear All.
Working with the Map Controls
On every map in Stratus, there are Map Controls, located in the gray
area, which allow you to manipulate the map frame.
Map Controls
Zooming in or out
Every time you adjust the map’s zoom level, you cause the system to
resubmit your search criteria. If there are too many listings to display,
Notes
112
you can zoom in; alternatively, you may want to zoom out to see more
listings. In either case, you can zoom using the mouse wheel or the
zoom tools on the map.
Using the mouse wheel
To zoom using the mouse wheel:
• Scroll the mouse wheel up (away from you) to zoom in to a closer
view of the map. Move the mouse wheel down (toward you) to
zoom out to see a larger area. The zoom scale at the bottom right of
the map displays your actual zoom level. In the example below, the
zoom level is at 2 kilometres.
Zoom level
2 km zoom
NOTE: Listings will appear on the map at certain zoom levels, even before
adding any search criteria. The level at which properties appear is dependant
on the number of listed properties, not the actual zoom level. The map will
only display 200 results. In some areas, listings appear only at 1 km or less,
while in other areas they appear at 2 or even 4 km.
Using the zoom tools
You can change the zoom level using the zoom in or zoom out tools on
the map.
Notes
113
Zoom in
Zoom out
1. Click the Zoom in icon to zoom in to a closer level. Each click on
the tools changes the zoom one level.
NOTE: The zoom levels range from 30 metres to 10,000 kilometres in the
following sequence: 30m, 60m, 100m, 250m, 0.5km, 1km, 2km, 4km, 8km,
15km, 30km, and so on.
2. Click the Zoom out icon to zoom out to a wider level.
Panning to shift the map
At any time, you can shift the map in any direction to display the
desired area. There are two methods of panning.
Using the Panning tool
• Click anywhere within the panning tool to shift the map in that
direction. For example, if you click on North, the map will shift to
show more of the area to the north.
Notes
114
Panning tool
Using the mouse
• To shift the map with your mouse, simply click and drag the map in
the desired direction. In the map below, click and drag up to see
more to the south.
Click and drag
Notes
115
TIP: You can also shift the map by double-clicking on a select area. When
you double-click, the map centres on the location of the double-click and
zooms in one zoom level.
Changing map views
There are three different views available on the Map Controls.
• Road: This is the default view, showing the streets in an
area.
• Aerial: Aerial view displays satellite photos.
• Birds Eye: Birds eye view displays aerial photos with the
ability to rotate the image in either a clockwise or counter
clockwise direction. Each click of the rotation tool rotates
the image 1/4 turn.
Bird’s eye view
Rotate clockwise
Rotate counter clockwise
NOTE: Bird’s Eye view may not be available in some municipalities.
Notes
116
MapArt view
The Map Search has a MapArt overlay that can be applied to the map at
any zoom level from 0.5 km to 60 km. To apply the MapArt overlay,
click MapArt above the map. If the zoom level is not within this range
the overlay will not display.
At zoom levels of 2 km or higher, the pages of the MapArt book can be
displayed as a grid, as shown below. At zoom levels of 0.5 km or 1 km,
the map coordinates can also be displayed. To turn on the MapArt Grid,
click Grid above the map.
TIP: The MapArt Grid can be applied to the map with or without also applying
the MapArt overlay. Both the overlay and the grid can be turned on or off by
clicking on the appropriate button.
Grid
MapArt
MapArt overlay and Grid applied at 0.5 km zoom
Notes
117
Map number
Map column & row
MapArt page 103, column 22, row C
Area, Municipality, Community boundaries
The Map Search has a second overlay that you can apply when you
need to verify Area, Municipality and/or Community. This overlay can
also be applied at any zoom level form 0.5 km to 60 k.
Printing and Emailing Results
The tools for printing and emailing search results are found on the
Action Toolbar. Tools here are used throughout Stratus. For detailed
information on printing and emailing, see “Printing the Search
Results” on page 69 and “Emailing the Search Results” on page 71.
Notes
118
Summary
•
•
•
•
•
•
perform a Map Search by location
set a default map location
search by a drawn shape (radius or polygon)
change map views
work with the map tools
apply the MapArt overlay and Grid.
Notes
119
Notes
120
Chapter 6: Other Searches
The Search page that appears when you first log on to Stratus, contains
five different search tabs. You have already learned about the New
Search tab and the Map Search tab. In this chapter, you will learn about
Pre-Defined Searches, Saved Searches, and the MLS# Search. You
will also learn about Recent Searches in the My Lists menu.
Working with Pre-Defined Searches
Pre-Defined search is a convenient method for searching both available
and unavailable listings simultaneously. These frequently-used
searches display only the fields that are relevant to the particular
search, allowing you to enter (or select) a minimal amount of search
text.
Pre-Defined searches include:
• Address Search
• My Brokerage History
• Commercial Available
• My Personal History
• Commercial Last Update
• New Listings
• Commercial Sold
• Open Houses
• Just Expired
• Price Changes & Extensions
• Lease Condo & Others Available
• Residential Condo & Other Available
• Lease Condo & Others Last Update
• Residential Condo/Other Last Update
• Lease Condo & Others Leased
• Residential Condo & Other Sold
• Lease Freehold Available
• Residential Freehold Available
• Lease Freehold Last Update
• Residential Freehold Last Update
• Lease Freehold Leased
• Residential Freehold Sold
Notes
121
Some of the Pre-Defined searches in Stratus provide considerable
flexibility. For example, some searches, such as the Open House
search, allow users to specify one or more classes, whereas in the
previous system the criteria was fixed at all classes.
To run a Pre-Defined search from the New Search tab:
1. Click the Pre-Defined Searches tab.
Pre-Defined
Searches tab
Continue
2. Click on the name of the search you want to use to select it.
3. Select one or more Class, Availability and Sale or Lease option, if
applicable. Some searches will allow access to the Archives.
Notes
122
NOTE: For some searches, one or more of the options are unavailable
(grayed out). For example, if you select Lease Condo & Others Available, you
will not be able to select additional classes or availability.
4. Click Continue. The search criteria page opens for the addition of
your specific criteria.
5. Select one or more Areas. Alternatively, click Map on the Action
toolbar and select or draw a location; and then return to the criteria
page and continue at step 6.
6. Select one or more Municipalities, if desired.
7. Enter or select any additional criteria as required. If you wish to use
a field that is not on the form, you may select one from the Other
Fields list.
Map
Other Fields
Submit
Pre-Defined Open Houses search form
Notes
123
8. When all criteria is entered, click Submit to view the search
results.
TIP: If you make changes to the default class, availability, or sale/lease
options of a Pre-Defined search, you may save your search. It will not appear
in the Pre-Defined search list, but rather it becomes one of your Saved
Searches and is available from the Saved Searches tab. Working with
Saved Searches is covered in the next section.
Working with Saved Searches
Once you have entered search criteria, using the Quick form, the Flex
form or a Pre-Defined form, you can save your criteria and use it again
for another search. You learned how to save a search in Chapter 3:
Conducting a New Search. In this section we will explore other
features of saved searches.
Running a Saved Search
To start a saved search from the New Search tab:
1. Click the Saved Searches tab. A list of both saved and shared
searches appears.
Notes
124
Saved Searches
List of searches
Results
Rename
Delete
Continue
• You will probably see some searches that you didn’t save but
are being shared by others in your office. It is entirely up to
the individual Member whether or not to share their own
saved searches.
• The list of searches is sorted alphabetically by the search
name.
• Sort the list by clicking on any column heading: Name,
Shared By, or Modified. Click the same heading a second
time to reverse the order (e.g., from ascending to
descending).
• The modified column indicates the date and time that the
saved search was last modified.
Notes
125
2. Click on the search you want to use.
3. Click Continue to access the criteria page.
4. Enter additional criteria, as desired and then click Submit.
TIP: To view the results of the saved search without making any adjustments
or entering any additional criteria, click Results after step 2 above.
Deleting a Saved Search
Once saved, a search can be deleted by its owner.
NOTE: Although you may see searches from other Members of your office
(shared searches), you may only delete or rename your own searches. To
rename a search created and shared by another person, you will need to use
it and save it with a different name.
To delete a saved search:
1. Click on the name of the search to select it.
2. Click Delete. You will be asked to confirm the deletion.
3. Click Delete again. The search is deleted.
Renaming a Saved Search
Once the search is saved, you can rename it.
To rename a saved search:
1. Click on the name of the search to select it.
2. Click Rename.
Notes
126
3. In the Rename Saved Search dialogue box, delete the existing name
and type a new one.
4. Click Rename. A message appears to confirm the new name of the
search.
Searching by MLS#
When you know the MLS® number(s) for the listings you want to
view, MLS# Search allows quick retrieval. You may enter as many 200
MLS® numbers. And you can save the search before submitting.
To search by MLS# from the New Search tab:
1. Click on the MLS# Search tab.
MLS# Search
Type MLS®
numbers here
Save Search
Continue
2. Type the MLS® number(s) in the text box. To enter more than one
number, separate your entries with a space or comma, or by
pressing the Enter key.
Notes
127
3. To save the search, click Save Search.
• Type a name for the search.
• Click Save to close the Save Search dialogue box and return
to the MLS# Search tab.
4. To submit the search, click Continue. Results appear in the default
List format.
Using Recent Searches
There may be times when you wish you saved a search before doing
something else in Stratus. Luckily, Stratus remembers some of your
most recent actions, including your most recent searches. One hundred
most recent searches are remembered and can easily be re-run or
revised.
To access Recent Searches:
1. On the Left Side Panel, under My Lists, click Recent Searches.
Recent Searches
A pop-up appears displaying your most recent searches with the most
recent at the top of the list. If the search was a Pre-Defined or Saved
search, the name of the search appears in the list. If the search was a
New Search, the Class and Availability values appear as the name.
Map searches or those using the Dynamic Criteria Panel do not appear
Notes
128
in the list; only those searches submitted from the Criteria form
appear.
2. Click on the search you want to work with.
3. Click Results to view the current search results immediately.
4. Click Continue to view the criteria for the search. At the Criteria
page you can either modify the criteria or submit the criteria.
TIP: You can also double-click on the desired search to open the Criteria
page.
Notes
129
Summary
•
•
•
•
•
use a Pre-Defined search
use a saved or shared search
delete or rename a saved search
search by MLS#
access Recent Searches.
Notes
130
Chapter 7: Working with Prospect Searches
Chapter 7: Working with Prospect
Searches
With Prospect Searches, you store your prospective buyer's home,
business, space or investment requirements, allowing Stratus to
automatically track new and revised listings matching your prospect's
search criteria.
You create a Prospect Search using the New Search or Map Search
formats. You can also create a Prospect Search from the criteria page of
any search, including Saved and Pre-Defined searches. Stratus then
makes daily checks for new and updated listings matching your
prospects' needs and sends you a list, by email, with a link containing
each listing's full broker report. Stratus can also send new matches via
email to the prospect, with a link to the listings that can be viewed in
Property Match (a client) format.
Prospects remain active for 90 days. If you need the prospect file
longer, you can always extend the expiry date (see “Extending a
Prospect Search” on page 146).
NOTE: You are limited to 150 prospects at any given time.
Notes
131
Creating a Prospect from the Prospect Searches Tab
To create a new Prospect search:
1. At the New Search page of Stratus, click the Prospect Searches
tab.
Prospect Searches
Create
NOTE: The BRS Match column will display a “Y” for active BRS Property
Matches. A BRS Property Match can be activated at any time after a buyer
with a valid signed B.R.A (5 days or longer) is entered into the Buyer Registry
Service®.
2. At the Prospect Searches page, click Create. The Create Prospect
dialogue box opens.
Notes
132
Prospect Name
Expiration Date
Contact list
Prospect’s Full
Name
Email
Additional
Recipients
Search Parameters
Continue
3. Click into the Prospect Name field to enter a search name. This
field is mandatory.
TIP: The system does not require this field to be unique; however, it is highly
recommended that the name be unique to the search. Using a unique name
will prevent the confusion that several searches with the same name can
cause.
4. At the Expiration Date field, you can change the 90-day default
setting, if desired. The expiry can be any number of days up to, but
not exceeding 90 days.
Notes
133
TIP: You can enter a specific date in the month/day/year format, or add a
specific number of days from today’s date by typing “t + number of days”
(e.g.: If today is January 1, the system interprets “t+30” as January 31).
5. To use contact information from your TMLS Contacts, click the
Contact down arrow. A list of your contacts that have been entered
in Stratus appears. Click on the name of the contact you wish to
create a Prospect search for.
NOTE: When you create a prospect from a contact, the contact’s full name
and primary email address automatically fill in to the corresponding fields in
the Create Contact dialogue box.
6. If you do not have a Contact to select, type the full name and email
address in the corresponding fields.
7. To include additional addresses to receive prospect emails, click in
the Additional Recipients text box and type the email addresses. If
more than one email is added, separate them with a comma, space
or line (press Enter).
NOTE: Notice that Send a copy to yourself is selected by default. When you
receive your email and click the link to view the property matches, you will be
required to log in with your authenticator, since the matches will be presented
in Broker Full format. If you have multiple prospects, the matches will be
combined into one email message, grouped by prospect name.
NOTE: The system limits additional recipients to 10. This value is chosen to
avoid triggering the spam filters that many email servers use.
8. Next, establish your search parameters by completing the options
in the Search section of the Create Prospect dialogue box.
• Select the Class or classes to search by placing check
mark(s) beside the desired option(s). Residential Freehold is
selected by default.
• Select Sale or Lease or both. Sale is selected by default.
Notes
134
• Select either New Search or Map Search to indicate which
type of search to use. New Search is selected by default.
9. Click Continue to advance to the criteria page for the selected
search type. Complete the criteria.
F
TIP: For help completing the New Search form, see “Chapter 3: Conducting a
New Search” on page 31. For help completing the Map Search, see “Chapter
5: Conducting a Map Search” on page 93.
If you want to view the results of your search criteria now, go to the
following step. To save your prospect now, go to step 11.
10. If desired, click Submit to view the available results. At the results
screen, you can print or email any listings as in any search, using
the tools on the Action toolbar. Once you submit the results, you
will be able to save the prospect using the Save Prospect button at
the bottom of the results list.
11. To save the prospect at the Criteria page, click Save Prospect in the
blue Notification Box at the bottom of the form.
Notes
135
Notification
box
Save Prospect
NOTE: When you create a new prospect from the Prospect Searches tab,
the blue “Notification Box” will appear at the bottom of the search criteria
form, the search results list, and the Map Search results. In each case, click
Save Prospect to save. If you want to edit the Contact information or expiry
date, click Manage Prospect.
You have successfully created and saved a Prospect search from the
Prospect Searches tab. To learn how to create a prospect from other
searches, go to the next section.
Notes
136
Creating a Prospect from any Search
Have you ever created a search and then thought you should have set it
up as a prospect? In Stratus you can do just that. You can create a
prospect at the criteria page of any search!
From a New Search
When you are working with a New Search, you are able to save the
search as a Prospect search as soon as criteria is entered into the criteria
form.
1. Create a New Search (see “Chapter 3: Conducting a New Search”
on page 31 for help).
NOTE: If desired, submit the search. From the results screen you can print or
email any listings. Then, to create a prospect, return to the criteria screen.
2. Click Revise Criteria to return to the criteria form.
3. Click Create Prospect on the Action toolbar. The Create Prospect
dialogue box opens.
Create Prospect
Notes
137
NOTE: The Create Prospect button will not be enabled until you have
inserted some criteria.
4. In the Create Prospect dialogue box, complete the prospect Name,
Expiration Date and Contact information as in the previous section.
Since you have already input your search criteria, you will see a
Criteria summary at the bottom of the dialogue box.
Prospect Name
Expiration Date
Contact information
Search Criteria
summary
Save Prospect
5. At the bottom of the Create Prospect dialogue box, click Save
Prospect.
You have created a new prospect from a New Search. To learn how to
create a new prospect from a Map Search, go to the next section.
From a Map Search
If you are working on a Map Search and decide to save it as a prospect,
you can.
Notes
138
1. Create a new Map Search (see “Chapter 5: Conducting a Map
Search” on page 93 for help).
2. Enter your criteria in the Dynamic Criteria Panel. Your results show
automatically.
3. To save as a Prospect Search, click Prospect at the top of the
Dynamic Criteria Panel. This button is enabled immediately, even
without search criteria, since the map location is the minimum
criteria required.
Prospect
4. In the Create Prospect dialogue box, complete the Prospect Name,
Expiration Date and Contact information as in the previous
sections. Since you have already set up your search, you will see a
Criteria summary at the bottom of the dialogue box.
5. At the bottom of the Create Prospect dialogue box, click Save
Prospect.
You have created a new prospect from a Map Search. To learn how to
create a new prospect from a previously Saved Search, go to the next
section.
Notes
139
From a Saved Search
Do you already have a search that would be perfect for a new prospect?
No Problem. You can create a prospect from that saved search.
1. Select a Saved Search from your list of saved searches.
2. Click Continue to view the criteria. The Criteria form opens.
3. Make any edits you require to update the criteria for your new
prospect.
NOTE: If desired, submit the search. From the results screen you can print
or email any listings. Then, to create a prospect, return to the criteria screen.
4. On the Action toolbar, click Create Prospect.
5. Complete the Create Prospect dialogue box by filling in a Prospect
Name, Expiration Date, and Contact information. Your search
criteria is summarized at the bottom of the dialogue box.
6. Click Save Prospect at the bottom of the dialogue box.
You have created a new prospect from a Saved Search. Go to the next
section to create a prospect from a Pre-Defined search.
From a Pre-Defined Search
Stratus allows you to create a new Prospect Search from any of the
Pre-Defined searches that are for available properties.
Notes
140
1. At the Pre-Defined Search tab, select the search you wish to use.
NOTE: You can only use searches that are for available listings. If you select
a search that includes unavailable listings, the Create Prospect option will not
be available.
2. Enter the criteria for your search.
3. On the Action toolbar, click Create Prospect.
4. Complete the Create Prospect dialogue box by filling in a Prospect
Name, Expiration Date, and Contact information. Your search
criteria is summarized at the bottom of the dialogue box.
5. Click Save Prospect at the bottom of the dialogue box.
You have created a new prospect Search from a Pre-Defined search.
Once created and saved, the system will search for new and updated
listings after midnight and send your client(s) an email with a link to
the listings.
In the next section you will learn how to view matches for your
prospects.
Notes
141
Viewing Matches for your Prospects
A list of your prospects can always be viewed at the Prospect Searches
tab. From here you can view the latest matches for one or more of your
prospects.
List of Prospect
Searches
Matches
Due to Expire Alerts
Continue
To view prospect matches:
1. At the New Search page, click the Prospect Searches tab.
2. Click the check box next to one or more prospects.
Notes
142
3. Click Matches. The resulting matches appear in List view, grouped
by prospect, if more than one was selected.
Days Back
From the matches results, the Action toolbar provides the same actions
as any Listings Search. You can print, email, get driving instructions,
etc.
TIP: To view matches that are older than 14 days, at the Prospect Searches
tab, select a prospect and then click Continue. Then at the search criteria
page, click Submit. The resulting matches appear in List view. Use the Action
toolbar to print, email, etc.
Notes
143
Managing your Prospects
From time to time you may need to edit the contact information for a
prospect, edit his/her search criteria, suspend the emails, or even delete
a prospect. These functions are all part of managing your prospect.
To manage a prospect:
1. At the Prospect Matches tab, click the check box for the prospect
you want to manage.
Selected
Prospect
Manage
2. Click Manage. The Manage Prospect dialogue box opens.
The Manage Prospect dialogue box provides the tools for editing any
of the prospect information: Prospect Name, Full Name, Email,
Additional Recipients, etc. You can also edit the search criteria from
this screen.
Notes
144
Editing the prospect information
1. At the Manage Prospect dialogue box, click into each field that
requires a change of information. For example, you may want to
modify the Email Options by changing an email address, or adding
additional recipients.
Prospect Name
Expiration Date
Extend
Contact
information and
Email
Save Prospect &
Edit Criteria
Summary of search
criteria
Save Prospect
2. Extend the expiry date, if desired, by entering a new date. You can
also use the Extend button, if the prospect is eligible. To learn more
about extending prospects, See “Extending a Prospect Search” on
page 146.
3. If you have no other changes, click Save Prospect to keep the
changes. Otherwise, continue to the next step.
4. Review the summary of your search criteria. If you want to edit the
criteria, click Save Prospect & Edit Criteria.
Notes
145
5. Make any desired changes to the criteria.
6. In the blue notification box at the bottom of the criteria, click Save
Prospect.
You have edited your prospect and the search criteria. These changes
will be reflected in the next day’s prospect search and emails.
Deleting a prospect
To delete a prospect:
1. At the Prospect Matches tab, select the name(s) of the prospects to
be deleted by clicking in the check box beside the name.
2. Click Delete. A dialogue box opens to confirm this action.
Selected Prospect
Delete
3. Confirm the action by clicking Delete.
TIP: You can also delete a prospect from the Manage Prospect screen.
Select the prospect to delete. Click Manage. At the Manage Prospect
dialogue box, click Delete. Confirm the action by clicking Delete again.
Extending a Prospect Search
Stratus provides a visual alert when your prospects are soon to expire.
You will see this alert on the Prospect Searches tab as well as on the
Info Centre. In the example below, you can see that one prospect is
Notes
146
about to expire. You will also note that under the expiry date column,
the number of days until expiry is displayed (for eligible prospects) in
place of the actual date.
Prospect
Searches tab
Days until
expiry
Visual alert
(appears in
red)
There are several options for extending this prospect, based on
eligibility.
NOTE: A Prospect Search is eligible for extension if it is within 14 days
before, or after the 90 day expiry date. After 90 days, the prospect is hidden. If
linked to a Contact, it will be visible indefinitely from the Contact. To learn how
to extend from the Contact, see “View & extend a prospect from Contacts” on
page 149.
From the Prospect Searches tab
To extend a prospect from the Prospect Searches tab:
Notes
147
1. Click the check box beside the prospect to be extended.
2. If the expiry is in 14 days or less, click Extend.
3. Confirm the action by clicking Yes.
The prospect is extended for 90 days from the current date.
If the expiry date is in more than 14 days, you cannot use the Extend
button. Go to the next section to learn how to extend prospects that
aren’t eligible yet.
From Manage Prospect
If you decide to extend the expiry date of a Prospect Search that is
before the eligibility period:
1. At the Prospect Searches tab, click the check box beside the
prospect to be extended.
3. Click into the Expiry Date field and enter a new date. To extend for
the maximum 90-day period, enter T+90.
4. Click Save Prospect. The new expiry date is saved and the
dialogue box closes.
After a Prospect Search expires, it remains visible for 90 days. This is
within the eligibility period. After that, the prospect is hidden.
However, if the prospect is linked to a contact (you selected the name
from the Contact drop-down list when creating the prospect) you will
be able to view the Prospect Search indefinitely from the contact.
Notes
148
View & extend a prospect from Contacts
To view a Prospect Search from Contacts:
1. Click Contacts from the Left Side Panel. Then, if necessary to view
your personal contacts, click My Contacts.
2. Click into the check box for the Contact you want to view.
3. On the Action toolbar, click View. The details form of the Contact
opens.
4. Click on the Prospects tab to view the Prospect Search.
NOTE: When a Prospect Search is eligible for extension, an Alert will appear
in the Info Centre.See “Extending a Prospect Search” on page 146
5. Place a check mark beside the Prospect Search(es) to be extended.
6. Click Extend.
Notes
149
Your prospect is active again, for a period of 90 days. It will now
appear in the list of prospects at the Prospect Searches tab.
NOTE: After a Prospect Search is deleted (i.e., from 90 days after the expiry
date), this is the only way to re-activate the search.
You have learned how to extend your Prospect Searches. In the next
section you will learn how to suspend or delete a prospect.
Suspending a Prospect Search
Sometimes it may be necessary to place a temporary hold on the
prospect emails or to delete the prospect altogether. Both of these
functions are available starting at the Prospect Searches tab.
1. Click the Prospect Searches tab. A list of your prospects appears.
2. Click the check box beside the prospect to delete or suspend.
4. Click the check box beside Suspend this prospect.
Notes
150
Suspend the Prospect
Save the Prospect
5. Click Save Prospect.
6. To re activate the prospect, clear the check box for Suspend this
prospect and the click Save Prospect.
When you suspend a Prospect Search, neither you nor your client
receive Property Match emails. If you wish to continue receiving the
listings by email, then instead of suspending the prospect, just change
who receives the emails during the suspension period. You can edit the
Prospect Search as often as required.
NOTE: If the expiration date passes while the Prospect Search is under
suspension, the prospect will expire.
Notes
151
Prospect Matches Email
The automatic email that your prospect will receive through the
Prospect Match program will contain a link to the listings. When he/
she clicks on the link to view the matches, listings are displayed in
Property Match format. This link is active for 14 days.
Unsubscribe link
View listings link
Client version of prospect email
NOTE: In the automatic email, there is a link labelled to Unsubscribe from
this service. When the prospect clicks this link, it sends an email message to
your roster email address requesting that the prospect be unsubscribed. To
learn how to delete this prospect, See “Deleting a prospect” on page 146.
The salesperson’s version of prospect match emails is similar to the
client’s version. Notice the thumbnail photos of the listings along with
the brief, 3-line description of each listing.
Notes
152
Salesperson version of prospect email
Now, saving your prospect match email messages will provide listing
details for your records!
NOTE: As a salesperson, when you click the link in the email message to
view the listings in detail, you will be required to log in to Stratus with your
authenticator. The listings will be presented in Broker Full format.
Notes
153
Summary
•
•
•
•
•
•
•
create a new prospect at the Prospect Searches tab
create a prospect from any search
view matching listings for one or more prospects
manage prospect information, and edit the search criteria
delete or suspend a prospect
extend a prospect
view and extend a prospect from your Contacts.
Now that you know how to work with Prospect Searches, go to the
next chapter on Conducting a Notice Page Search.
Notes
154
Chapter 8: Conducting a Notice Pages Search
Chapter 8: Conducting a Notice Pages
Search
Notice Pages provides a report of all new and changed listings in your
market areas.
In the Notice Pages Search you can:
• customize Notice Pages by selecting your desired property class(es)
and district(s)
• specify a time frame for your Notice Pages, as far back as fourteen
days
• view more than 200 updated listings
• choose to view or print individual updated listings.
Once you create your Notice Pages settings, you can save them for
future Notice Pages reports and revise them at any time.
Accessing Notice Pages
You can access Notice Pages from the Info Centre or from any search
page.
1. Log in to Stratus.
2. Click Search Properties to access the Info Centre.
Notes
155
Notice Pages
3. On the Left Side panel, click Notice Pages.
NOTE: The Notice Pages link in the News section is the daily activity report
for all Stratus listings. This is not customizable.
The Left Side Panel is visible from any search screen in Stratus.
Therefore it is not necessary to return to the Info Centre to access
Notice Pages.
Creating (or changing) your Notice Pages Settings
To create (or change) your Notice Pages settings:
1. On the Left Side Panel, click Notice Pages.
2. In the Class(es) section, select one (or more) class(es).
Notes
156
3. In the For Sale or Lease section, select one (or more) option(s).
4. In the Area field, select at least one area. Selecting up to three areas
will then populate a list of the associated municipalities.
desired. Selecting up to five municipalities will then populate a list
of the associated communities.
6. In the Community field, select one or more communities, if desired.
7. In the Days Back field, choose the time frame for the Notice Pages.
TIP: Stratus keeps track of the date of your last Notice Pages report (up to a
maximum of fourteen days prior). At any time after you've established your
initial Notice Pages report, you can rerun your last Notice Pages Search by
choosing Rerun Last Update at the Days Back field on the Notice Pages
screen.
8. In the View field, choose Display or Print.
Notes
157
NOTE: If you want to print your Notice Pages, specify Print view (the default
is Display) before running the Update.
TIP: To delete temporary changes made to settings and restore the saved
settings, click Reset.
9. Click to place a check mark beside Notes & Revisions, if you
would like to see edits and updates (that aren’t status changes).
10. Save your settings by clicking the Save button.
NOTE: If you make changes to the class or location settings, Stratus
requires you to save this as your new format before running Update. Other
changes can be made (e.g., Days Back or View) without saving them.
11. To run the Notice Pages report, click Update Now, or click Cancel
to return to the Reports page.
You have successfully created your Notice Pages settings. To learn
how to run Notice Pages with saved settings, go to the next section. To
learn how to work with the Notice Pages report, go to page 159.
Running Notice Pages with Saved Settings
To run Notice Pages with saved settings:
1. From the Left Side Panel, click Notice Pages.
2. To run the Update report, click Update Now; or click Cancel to
return to the Reports page.
NOTE: Stratus keeps track of the time and date of your last Notice Page
report. The Days Back Field defaults to “Since Last Update”. When you click
Update Now, the results that appear are new listings or updates since your
last Notice Page report, whether a couple of hours ago, or up to 2 weeks ago.
Now that you have run Notice Pages with saved settings, you are ready
to go to the next section, Working with the Notice Pages Report.
Notes
158
Working with the Notice Pages Report in the Display View
The Display view of the Notice Pages report contains one-line
summaries for each appropriate listing and is organized by type of
update (e.g., new listing, price change).
You can:
• Scroll through all Notice Pages to view all new and changed listings.
• Click the Notice Pages Update Type at the top of the Notice Pages
report to go directly to listings of that specific type.
Update type
Link to Top
TIP: To return to the beginning of the Notice Pages report, click Top at the
beginning of each category.
• Click the MLS# for any Notice Pages listing to view the broker full
report. At the full report you can access a Street Map showing the
referenced property, and take a Virtual Tour, if one is available for
this listing. After viewing the broker report, you can print it or email
it to a client. Click Return to Notice Pages to return to the Notice
Pages report. You can also click Notice Pages on the breadcrumb
path.
Notes
159
Map
Notice Pages
Return to Notice Pages
TIP: The acronyms at the top of the Notice Pages Report are defined as
follows:
•
•
•
•
•
•
•
•
•
•
•
New: New Listing
PC: Price Change
Ext: Extended
DFT: Deal Fell Through
SC: Sold Conditionally
Sld: Sold
Lsd: Leased
Ter: Terminated
Sus: Suspended
Exp: Expired
Revisions: Listing changes that do not generate a status change.
Now that you know how to work with the Notice Pages Report, you
may go to the next section to learn how to print it.
Notes
160
Printing the Notice Pages Report
To print the Notice Pages Report:
1. At the Notice Pages page, select Print from the View field.
View
Update Now
2. Click Update Now. The Notice Pages Report appears in a printable
format in a new browser window or tab.
3. On the browser’s toolbar, click Print to print the report to your
default printer. Click the down arrow to the right of the Print button
to access print options.
Notes
161
Browser tab
Print
4. To return to the Notice Pages Search page, close the browser tab by
clicking the X in the upper right corner.
TIP: To print a partial list of Notice Pages one-line summaries, highlight the
desired one-line summaries, click File, then Print. In the Print dialogue box
that appears, go to the Print Range section and click the radio button beside
Selection. When you are ready to print, click the Print button.
You have successfully printed the Notice Pages Report.
Summary
•
•
•
•
create (or change) your Notice Pages settings
run Notice Pages with saved settings
work with the Notice Pages Report in the Display view
print the Notice Pages Report.
Notes
162
Glossary
Glossary
A/C: “Air Conditioning”.
Dft: “Deal Fell Through”. (see note below)
DOM: “Days on Market”.
EC: “Escape Clause”.
Exp: “Expired”.
Ext: “Extended”.
Lc: “Leased Conditionally”.
LSC: “Last Status Change”.
Lsd: “Leased”.
New: Refers to listings that are Active.
Pc: “Price Change”.
Revisions: Listings changes that do not generate a status change.
Sc: “Sold Conditionally”.
Sld: “Sold”.
Sus: “Suspended”.
SPIS: “Seller Property Information Statement”.
Ter: “Terminated”. Replaces the term “Cancelled”.
NOTE: When a sold listing (Sld) falls through, the listing status will change to
Dft. When a conditional sale (SC) falls through, the listing status will revert to
New if the property is available.
163
Glossary
164
Appendix A: Accessing Your Trebnet Email Account
Appendix A: Accessing Your Trebnet
Email Account
Since your trebnet account is not a Web-based email account, you
cannot normally check it from any computer with Internet access like
you can with a Hotmail, Gmail, or Yahoo! account. There are,
however, several websites that do allow access to POP mail servers
from any computer in the world with Internet access.
Accessing your email from the Internet
NOTE: Your email messages cannot be saved on your computer when
accessed from any of the following websites. If you require a permanent
record of your email, you will need to set up an email account using Outlook.
To access your email from the Internet:
1. Open Internet Explorer.
2. In the address bar, type the address of one of the following websites
and press ENTER:
•
http://free.myemail.com
•
www.e-mailanywhere.com
•
www.mail2web.com
3. Enter your email address, email password, and then click Log In or
Check email (each site has its own label for the sign in button).
TIP: If you do not remember your email address or email password, contact
the Help Desk at (416) 443-8111. The email password is not the same
password used to log in to Manage My Profile or e-Commerce.
4. Read, reply/forward, compose new, or delete email messages.
The features of each of these websites are continually improving. They
allow basic email functions including sending attachments, storage,
managing messages and more. Visit the websites to see what the latest
features are.
165
Setting up your email account in Outlook
In order to use Microsoft Outlook as your email program, you must
add your email address to the list of email accounts managed by the
program. Outlook supports various types of email delivery systems:
POP3 (Post Office Protocol email account managed by your Internet
Service Provider) and HTTP (Web-based) email accounts. Your
Trebnet email account is a POP3 account.
The benefit of using Outlook is that you are able to store your email
messages on your personal computer.
NOTE: These steps are included to assist you in setting up your email
account and reflect Outlook 2010.
To set up your POP3 email account, you may require some additional
information from your Internet Service Provider, such as your
Outgoing mail server. The best way to acquire this information is to
call up the local Help Desk of your ISP.
To set up an email account:
1. From the File tab, click Add Account. A dialogue box appears.
Add Account
2. Select Manually configure server settings or additional server
types.
3. Click the radio button to select Internet Email.
166
4. Complete the Name, Email Address, Account type, Incoming mail
server, Outgoing mail server, User Name, and Password fields.
Under Server Information:
• Type mail.trebnet.com beside Incoming mail server
(POP3).
• Type your ISP’s SMTP beside Outgoing mail server. For
example, if Rogers is your ISP, your SMTP is probably
smtp.broadband.rogers.com. If Sympatico is your ISP,
then your SMTP is either smtp1.sympatico.ca, or
smtp8.symatico.ca. Check with your provider to confirm
these.
• Place a check mark beside Remember password, if desired.
• Do not place a check mark beside Require logon using
Secure Password Authentication (SPA).
Incoming mail server
Outgoing mail server
No check mark here
More settings
5. Click More Settings. The Internet E-mail Settings dialogue box
opens.
167
Outgoing Server
User Name &
Password with your
ISP
• Click the Outgoing Server tab, if necessary.
• Place a check mark beside My outgoing server (SMTP) requires
authentication.
• Click the option button for Log on using. Type your user name,
which is your email address with your ISP, for example
[email protected]. Type your password used to access your
email (your ISP email address password).
NOTE: Contact your ISP (Rogers, Sympatico, etc.) if you don’t remember
your password.
6. Click OK. The Add New E-mail Account dialogue box appears.
7. Click Finish. Your email account has been added to Outlook.
NOTE: You may set up multiple email accounts in Outlook, which makes it
easier to check all your incoming messages at once. If you have done so,
remember to click Account and select the address you want to appear in the
FROM line of an outgoing email message.
Choosing to leave your email messages on the server
Outlook allows you to control whether new message you receive are
removed from your email server or left on the server for future
retrieval. Leaving your messages on the server will allow you to access
the same messages from more than one computer, including your
BlackBerry®.
168
NOTE: Leaving mail on the server can cause problems since server space is
limited. When you leave too many messages on the server for too long, your
space gets filled and you WILL NOT RECEIVE ANY EMAIL MESSAGES. It
is therefore important to:
•
•
download your messages in Outlook regularly
set a short time limit to leave messages on the server.
To leave messages on server:
1. On the Menu bar, click Tools, then Account Settings. A dialogue
box appears.
2. Under the E-mail tab, select a desired email address, then click
Change. A dialogue box appears.
E-mail
Change
Email address
3. Click More Settings (bottom-right). A dialogue box appears.
4. Click the Advanced tab, then put a check mark beside Leave a copy
of messages on server.
Advanced
Leave a copy of
message on server
Remove from server
169
5. Put a check mark beside Remove from server after, and change the
number of days.
6. Click OK.
7. Click Next.
8. Click Finish.
9. Click Close.
You have successfully configured your Outlook to access your Trebnet
email.
170
Appendix B: Creating a Custom Column Set
Appendix B: Creating a Custom Column
Set
Column headings will appear in a default sequence when you submit a
search. This is your TREB Default column set. You can customize
column sets and save them for repeated use. To modify a column set or
to create a new custom column set:
• At the top of a search results list, click Customize.
Customize
A grid containing all of the columns in the existing set appears. The
columns display in rows with information about each field, as indicated
below.
Column Headings
• Number (#) – displays column sequence number of the criteria field
within the set. The number can be adjusted by rearranging the
sequence of the rows.
• Name – the system-assigned field. This name does not appear in the
results. This column cannot be modified.
• Label – the column heading for the criteria field as it will appear in
the search results. This field can be modified to a shorter or more
meaningful label.
• Width – reflects the maximum number of characters which will
display within the column for the criteria field.
• Alignment – displays the default alignment of the text with the
heading. This can be changed to left, centre or right.
171
• Format – reflects the default option in which the results display.
You can choose from a variety of currency, date, decimal or text
options.
• Decimals – the number of decimal places for numeric columns.
Blank by default, it can be modified
Modifying an Existing Column Set
The column set seen by default is the TREB Default. The buttons
which appear to the right of the Column Set menu allow you to
rename, delete, or share a selected column set, or create a new one.
You can also click on the Import your Column Sets from Original
Stratus MLS. This function imports all of your saved custom one-line
reports from the TorontoMLS system as Column Sets in Stratus.
NOTE: The Column Sets will be imported for you alone and will not be
shared with anyone in your office.
Drop down arrow for
Column Set menu
Column Set Action
Tools
Column Action Tools
In the following sections, you will learn how to customize any existing
column set.
172
Removing a Column
You may find that some search results contain columns that you don’t
require. To remove a column from the set:
1. Apply a check mark(s) in the check box(es) next to the row(s) for
the columns to be deleted.
2. Click Remove.
Adding a Column
You can add columns to your search results from a list of additional
fields. To add a column to appear in your results list:
1. Click the Add a Column down arrow and select the column you
wish to add from the drop down menu. The new field will be added
as a new row at the bottom of the column set grid.
Add a column
drop down menu
2. To add other columns, repeat step 1 above.
3. To view your search results with the new columns added, click Use
Without Saving.
173
4. To save the modified column set, click Save. You will be prompted
to enter a name for the column set.
Rearranging the column sequence
Since the newly added columns appear at the bottom of the column set
grid, you may want to rearrange them. To rearrange the sequence:
1. Apply a check mark in the check box next to the field(s) you wish
to move.
Check box
Move Up, Move
Down and Remove
buttons
2. Click either Move Up or Move Down as required moving the
selected column to the desired position.
3. Repeat this process for each column you wish to move.
TIP: Several columns can be selected and moved at the same time.
Creating a New Column Set
You can use the above techniques to modify any existing column set.
When you save those changes, you create a new column set.
174
Modifying an existing column set is probably the easiest way to create
a new one; however, you can create a new column set from scratch.
To create a new column set:
1. Click Create New. The Edit Columns section will clear of all of the
default columns associated with the TREB Default set.
Create New
2. Click the drop down arrow to the right of the Add a Column
column.
3. Select the column headings you wish to add to your set, one at a
time. Repeat until you have added every column you wish to have
in your column set.
4. If they do not appear in the sequence you wish, you can always
rearrange them using the Move Up or Move Down buttons.
TIP: You can save time by selecting the columns in the order in which you
want them to appear in the results list.
175
176
Appendix C: Manage My Profile
To access any of the functions of Manage My Profile:
1. From the Left Side Panel LINKS list, click Manage My Profile.
2. You will be prompted to enter your password, which is the
password you were given in your membership package. For those
who were members before the introduction of the authenticators,
use the same password you previously used to access TorontoMLS.
177
3. Click Sign On to enter the Manage My Profile program.
4. From the Home screen pictured below, select the function you want
by clicking on the desired tab. For example, to view and edit your
profile, click Profile.
Profile
Sign Off
You have successfully entered the Manage My Profile system.
178
NOTE: Be sure to click Log Off when you are finished using Manage My
Profile, especially if you are using a public/shared computer.
Viewing and editing your Profile
The Profile tab allows Members to access their own profile information
as well as to edit/update some fields.
To access and edit your profile information:
1. Click the Profile tab at the top of the Manage My Profile screen.
Edit Profile
2. Click Edit Profile.
179
3. Click into any field that you wish to edit and type your change.
a. To include languages that you speak, click the down arrow
in the Languages Spoken field and place a check mark
beside each language you speak. This appears in
www.REALTOR.ca, where the public can search for a
REALTOR® by languages spoken.
b. To include your special designations, click the down arrow
in the CREA Designation field and place a check mark
beside each designation that you have achieved. In the
above example, ABR - Accredited Buyer Representative is
selected. This too appears in www.REALTOR.ca.
c. To change your Roster email address from a trebnet account
to something else, click into the Roster Email field and type
your preferred email address. For example
[email protected].
NOTE: Provided that the Preferred email field in Customize My TMLS is
blank, changing this email address will affect the following areas of TMLS:
•
•
•
•
•
•
the email address that appears on your listings
the Member Search on TMLS
the return address for Prospect Match emails
the address used when emailing yourself a copy
of listings
the address used when clients reply to your
emailed listings
emailed inquiries sent from www.REALTOR.ca
and www.icx.ca
d. To include your direct phone number (home or cellular)
with your contact information on www.realtor.ca, click in
the REALTOR.ca-Member’s Direct Phone field and enter
your phone number. If you have a 1-800 number that you
would like to include, then click in the REALTOR.caMember’s Direct Phone (1-800) field and enter that number.
NOTE: When entering a 1-800 number, type 800 in the first text box and
your 7-digit number in the second. Do not type the 1.
e. To modify the default telephone number that appears on the
Print View of TMLS reports and the emailed signature of
180
outgoing emails, click into the TMLS Print View Ph# field
and type your preferred number.
NOTE: Check with your Broker regarding office policy on the subject of
changing the Print View Phone number.
4. Click the Click to Save button at the bottom of the screen.
Viewing and editing your Preferences
The Preferences tab of Manage My Profile provides Members access to
view and edit some email, security, and miscellaneous fields. The
security questions will be used for verification of future applications.
To access your Preferences:
1. Click the Preferences tab at the top of the Manage My Profile
screen.
Edit Preferences
Submit
2. Click Edit Preferences.
3. Click the down arrow at the end of a field and select a question. For
example, click the down arrow beside 1st Selected Question and
select What is your mother’s maiden name?
4. Click into the 1st Response field and type your answer. For
example, Jones.
5. Repeat Steps 3-4 to make additional changes.
181
6. When all changes have been made, click Submit.
Viewing, adding, and editing Open Houses
The Open House tab allows Members to add open houses for their own
listings that can be viewed by consumers. Consumers can view these
open houses by clicking on the Open House Listings link on TREB’s
public website, www.TorontoRealEstateBoard.com. They can also
view your open house when they search for open houses in the area(s)
of their choice on www.REALTOR.ca (formerly www.mls.ca).
Viewing your Open Houses
To view your public open houses:
• Click on the Open Houses tab on the Manage My Profile screen.
TIP: To print the Open House list, click the Print this page.
Add Open House
Print this page
Delete
Check Box
Hyperlinked MLS#
View/Edit Open Houses
Adding Open Houses
Any open houses that you add to Manage My Profile are uploaded onto
two websites where they can be searched and viewed by the general
public. This makes the Manage My Profile’s Open House tab an
182
effective way to “get the word out” on your listings. It is important to
remember, however, that only you can view, add, and edit open houses
for your own listings.
To add an open house:
1. Click Add Open House on the View Open Houses screen. Your
listings appear.
Add Open House
MLS#
2. Click the MLS# for the listing you wish to access. For example,
C858991.
3. Click the drop-down arrows under the Date, From Time, and To
Time to select the relevant date and time for the open house.
4. To add a second open house date, click Add Another Open House.
Repeat step 3 for each additional open house you wish to add to this
listing.
5. Click Submit. A list of open house times and dates appears.
6. Click Go to MLS Listing. The previous screen appears.
NOTE: Any public open house changes/additions are uploaded to
www.torontorealestateboard.com within 10 minutes and to
www.REALTOR.ca (formerly www.mls.ca) within 24-48 hours.
Editing Your Open Houses
To edit an existing Open House:
183
1. Click the Open Houses tab at the top of any Manage My Profile
screen. A list of your open houses appear.
2. Click the MLS# of the open house you wish to edit. The details
appear.
3. Click the calendar icon beside Open House Date to change the day.
Calendar icon
Time From
Save Changes
4. Click the down arrow beside Time fields to make the desired
changes.
5. Click Save Changes.
Deleting Your Open House
To delete an Open House, from the View/Edit Open Houses screen:
1. Click the check box (es) next to the Open House record(s) you wish
to remove.
2. Click the Delete button. A confirmation window appears.
3. Click OK.
184
Appendix D: Settings
Stratus provides a number of ways to customize your system. In this
appendix we will explore these options.
Settings can be accessed from anywhere in Stratus:
1. Log in to Stratus.
2. On the Left Side Panel, click Settings.
Settings
Profile
The Profile tab displays your full name and allows you to select a 2nd
Salesperson to appear on your listings. Click Save to apply change.
2nd Salesperson
185
Market Areas
The Market Areas tab allows you to set up your market areas for the
Today’s Listings section of the Info Centre. This allows you to keep
track of up to six market areas of your choice. When you log in each
day, you will see the latest new and updated listings in these areas. For
instructions on how to set up your market areas, see “Today’s
Listings” on page 20.
Links
The My Links tab allows you to enter 4 URL’s and a display name for
four websites which will appear under My Links on the Info Centre.
Click Save to apply any changes.
Appearance
The Appearance tab allows you to make changes to the appearance of
Stratus. Click Save to apply any changes.
186
• Theme: Select from variety of colour theme options to
change the colour of Stratus.
• Column Set for listing search result lists: Apply a custom
column set you created as the new default column set for all
your searches.
• Display room dimensions in: Select either Metres or Feet.
• Show Thumbnail Photos at Search Results List: Apply a
check mark in the check box to add Thumbnail Photos to
List view search results.
Password
The Password tab allows you to change your password for Manage My
Profile and e-Commerce.
To change your Manage My Profile password:
1. Type your Current Password for Manage My Profile into the
Current Password entry field.
2. Type the new password you desire into the New Password entry
field.
3. Type the new password a second time into the Confirm New
Password entry field.
187
4. Click Save. It may take up to two minutes for the system to change
your password after you save your Settings.
Send Listings
Using the Send Listings tab you can create your own custom default
subject line, message body, and signature to appear when you send
listings from search results. When all fields are left blank, the MLS®
default text is used. Click Save to apply any changes.
188
Appendix E: Stratus Report Formats
Broker Full
The most comprehensive
of all the report formats.
Includes:
•
•
•
•
•
•
•
•
•
picture
full details for house,
property, location
Property Management
information (for
Condos)
details on layout (1st
floor, etc.) and room
dimensions
agent notes
open house details
listing details
owner information
broker information
and commissions.
189
Broker Two Per Page
Similar to the Broker Full
report but contains fewer
details. No picture.
Includes:
•
•
•
some details for
house, property,
location
details on layout (1st
floor, etc.) and room
dimensions
broker and
commission details
For the Broker Full
report, click the MLS #.
190
Broker Thumbnail
Includes:
•
•
picture and basic
information on
property (style, rooms,
property, etc.)
listing broker name
and phone, but no
commission
information.
For Broker Full report,
click the MLS# .
191
Broker Thumbnail No Photo
Same as Broker
Thumbnail, but without
photo of property.
192
Client Full
Same as Broker Full
without:
•
•
•
•
•
open house
information
listing details
owner identification
occupancy
commission
information
193
Client Two Per Page
Same as Client Full with
fewer property details. No
broker notes.
194
Client Thumbnail
Same as Broker
Thumbnail without
salesperson information.
For Client Full report,
click the MLS#.
195
Flyer
Includes picture of
property (as well as
company logo and agent
photo, if you have sent
them to TREB to be stored
in the Stratus system) and
basic details. Provides
information for
contacting listing
salesperson.
click the MLS#.
196
Open House
Includes picture and
basic details, owner
name, broker name and
phone, and open house
details.
click the MLS#.
197
Comparison
Includes thumbnail photos,
as well as property details, in
a side-by-side comparison
format.
Does not include open
house information, owner
identification, or
commission.
Displays four properties per
page.
198
Property Match
Same as Client Full
without:
•
•
days on market
property management
information (condos)
Unlike Client Full, it also
contains:
•
last status
199
Index
A
Action toolbar 26
Add a field 48
Archives 32
Available 32
B
Back button 62
Board news 15
Breadcrumb path 28, 62
Broker Full report format 189
Broker Thumbnail No Photo report format 192
Broker Thumbnail report format 191
Broker Two Per Page report format 190
C
Client Full report format 193
Client Thumbnail report format 195
Client Two Per Page report format 194
Column set 171
add column 173
create new 174
rearrange columns 174
remove column 173
Comparison report format 198
Counter 38
Criteria form 36
Flex 36
Quick 36
Custom Column Set 171
D
Dates
entering 44
t-date format 44
Days back in Notice Pages search 157
Default map location 99
Details view 72
Draw location 100
Driving directions 79
Dynamic Criteria Panel 63, 107
E
Email 71, 118
200
Accessing your email from the Internet 170
Email account 165
Equals 42
F
Favourite listings 82
access 84
add a listing 82
remove 83
Flex Form 36, 50
Flex search
selecting more than one class 51
Flyer report format 196
H
Help Desk telephone # 8
History 81
I
Info Centre 15
Alerts 22
Links 23
L
Left-side panel 16, 25
LINKS 18
List view 65
Listing cart 84
access 87
add a listing 85
add multiple listings 86
remove listings 85, 87
Logging off 8
Logging on 6
M
Manage My Profile
accessing 177
adding and editing open houses 182
adding TMLS Print View phone# 180
editing preferences 181
Map
Re-Districting 39
Map controls 76
Map search 93
change default location 119
display schools & places 111
draw location 100
201
draw polygon 100
draw radius 102
email 118
map controls 112
MapArt Grid 117
MapArt overlay 117
panning 114
print 118
save criteria 108
save location 98
save shape 103
select location 96
set default location 99
setting up 93
using dynamic criteria panel 107
views 116
Map view 75, 116
MapArt coordinates
entering 45
MapArt Grid 117
MapArt overlay 117
Market areas
creating 20
Minimum/Maximum ranges 44
MLS# search 127
Modify criteria 62
Multiple class 50
My Links 84, 186
My Lists 17, 87, 121, 128
Recent Searches 128
N
New Search 31
New Window 27
New Window button 27
Notice Page search
printing 161
re-running a saved search 158
starting the search 156
working with the results 159
O
Open House report format 197
OR searches 43
202
P
Password 187
Photos 87
Polygon 100
Postal Code
searching by 47
Pre-Defined search 121
available searches 121
Preview criteria 54
Printing 69, 118
Profile 185
Prospect Search
access from Contacts 149
create from Map Search 138
create from New Search 137
create from Pre-defined Search 140
create from Saved Search 140
delete 150
edit 145
eligibility for extension 147
expiry date 131
extend 146
maximum number of saved prospects 131
suspend 150
view matches 142
R
Radius 102
Recent searches 128
Re-Districting Map 39
Report formats
Broker Full 189
Broker Thumbnail 191
Broker Thumbnail No Photo 192
Broker Two Per Page 190
Client Full 193
Client Thumbnail 195
Client Two Per Page 194
Comparison 198
Flyer 196
Open House 197
Property Match 199
Revise criteria 62
203
S
Save map location 119
Save map search 108
Save search 54
Saved search
deleting 58
using 57
Saved searches 124
delete 126
rename 126
Search criteria
modify 61
Search results 61
change view 72
detail view 72
email 71
map view 75
print 69
sort 67
Search results list view 65
Send Listings 188
Settings 185
Slideshow 90
Sort results 67
Sorting search results 67
multiple columns 68
single column 67
Starts w/ 42
Statistics and counts 78
Stratus
Help 8
Log off 8
Log on screen 6
Time out 6
Web site address 3
Wireless Access 7
T
T-date format 44
Thumbnail Photos 187
Time out 6
Today’s Listings 20
Manage 20
Top Story 15
204
Top tab menu 25
TREBCommercial.com 24
Trebnet email 165
Internet access 170
Outlook 166
websites 165
U
Unavailable 32
W
Web site address 3
205

Stratus Fundamentals - welcome

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