MLS 101: An Introduction to FlexMLS

Transcription

MLS 101: An Introduction to FlexMLS
Class Objectives
By the end of this session you should be able to:
 Sign in and modify profile information
 Navigate the MLS Dashboard and understand customization of dashboards and gadgets
 Input New Listing
 Become familiarized with the various searches, and searching techniques
 Save Searches to be emailed or printed for a client
 Create and edit your contacts
 Know how to get support and assistance
Presented by: Joanne Werstlein – [email protected]
JTHS Association of REALTORS®, Inc.
2151 Alternate AIA South, Suite 1100
561-746-2707
www.JTHSrealtors.com
Updated: May 13, 2015
Table of Contents

MLS LOG-IN....................................................................................................... 3

GENERAL NAVIGATION ............................................................................................. 4

DASHBOARD ................................................................................................... 5

MY PROFILE ...................................................................................................... 6

DAILY FUNCTIONS ............................................................................................ 7

MLS Intranet ........................................................................................ 7

INPUT NEW LISTING ...................................................................................... 8

SAVE AND RETRIEVE LISTINGS .................................................................... 13

ADDITIONAL LISTING ENTRY INFORMATION ............................................... 14

OPEN HOUSE / TOUR OF HOMES ................................................................. 15

CONTACTS ......................................................................................................... 17

QUICK LAUNCH ................................................................................................. 18

SEARCHING....................................................................................... 19

Quick Search ........................................................................................ 20

Map Search .......................................................................................... 21

View Results ......................................................................................... 22

List ...................................................................................................... 22

Detail ................................................................................................. 23

Photo Viewer ............................................................................ 24

Photos ............................................................................................... 25

Map .................................................................................................... 25

Compare............................................................................................ 26

Function Buttons ................................................................................. 26

FLEXMLS MOBILE .............................................................................. 27

HELP ME .............................................................................................. 28
MLS 101 : Introduction to FlexMLS
2
MLS LOG-IN
 Log-in to flexmls® by typing in flexmls.com into your internet browser.
 Username will be entered in this format fl.xxxx (xxxx is your username – normally your National Realtor® Database
System Number).
If you forgot your password – this asks you your
username and then the system will e-mail you a
temporary password.
Keep an eye out for webinars that FlexMLS hosts.
New ones will be posted for you to sign up for. If
you are unable to make the webinar that you
signed up for. FlexMLS will e-mail you a link to
watch the recorded one.
Look for the light bulb for tips throughout this guide.
3
GENERAL NAVIGATION
The flexmls® system allows members many options to view information with standardized and customizable
functions.
Each menu option has drop down options for easy navigation, see below for a short description:

Dashboard– This customizable function can display gadgets links (i.e. Facebook®, CNN®),
contacts, emails, statistics, listing information and much more.

Add/Change– Allows members to add, change and update their listing information.

Search– Displays the various types of searches available. Search for property using the Quick
Search, Map Search or Full Search. Search and find contact information for MLS members and
offices.

Daily Functions- An assortment of functions that provide members with Hot Sheets (reporting tool),
message center, MLS Intranet etc.

Contacts– Members can add contacts, setup user portals, create automatic email notifications, and
much more.

Taxes– Link to the CRS (COURTHOUSE RETRIEVAL SYSTEM®) website providing members with
information regarding the property summary, parcel information, sales history, tax and mortgage
history.

Statistics– Provides members with many different tools to run productivity reports, market
summaries and comparisons.

Preferences- Stores and maintains your profile and contact information. Many of flexmls’®
general preferences saved searches, reports, portal management and IDX manager.
Help
The Help menu has been expanded to
include User Guides, a list of the Video
Tutorials, Forms, and Contact MLS/
Support.
Profile tab
Your initials will display in the main profile tab but click on the down arrow to access
the following SuperUser access (not displayed in picture above), My Profile, and Arrange Menu.
You can always return to the Dashboard by clicking on the flexmls® logo at the top left corner.
4
DASHBOARD
After logging into flexmls® you will first see the MLS & Home Dashboards. These pages have a number of
modules to give you quick access to the more commonly used areas of the system.
Click the drop down menu to choose between the
MLS dashboard and your customized dashboards.
Click Customize to add gadgets,
change the layout and much more!
Click on the header
hyperlink of the
gadget to be taken
to that area of
flexmls.
Click-Drag-andDrop your gadgets
to place more
important gadgets
towards the top of
your dashboard.
Click on any of the
gadget hyperlinks
to be taken to
those results.
Click on the drop down arrows to see
settings for that selected gadget.
Add as many Gadgets to
your dashboard as you want.
Once you have
added a Gadget it
will populate with
a blue checkmark
and state “is
already on this
dashboard”.
5
MY PROFILE
The My Profile page contains fundamental information about you, this will ensure that your clients and other
agents will be able to contact you .
Have designations to
add or to do a quick
maintenance.
Upload your
most used
documents for
quick access.
Add designations to
your name and when
they will display.
The personal photo and logo will
display on correspondence with
other agents or clients.
Security will open another
window allowing you to
change your password.
The General Preferences menu is also under Preferences and there you will find a lot
of the personalizing options available including font size, and email settings.
6
DAILY FUNCTIONS
This function provides a variety of options that will help you complete
your daily tasks such as touring open houses, viewing 24 hour status
change reports and obtaining MLS forms.
If you are looking to add a home to the Thursday Home Run Tour this
is one of the places you can do it.
Looking for a member? Or Input forms? Find them all here!
MLS Intranet
Has an abundance of forms that can be used to assist you with your clients.
Changing listings, office
or agent information
can be found in this
section
Not sure what area your
listing goes in? Click on
these to help find it.
Some hot topic
information will show
up here.
Do NOT use the Brower back button at the top of your screen or all entered information could be lost.
7
Input New Listing
To enter a new listing click on Add/Change
on the Menu Bar, then click Add.
You can also add a listing, change a listing or
work on an incomplete listing from here.
In the Add Listing Module you can enter all the pertinent information about the property being listed. There
are a couple of navigation tools used within this module to complete your listing.
Page Tabs –
Use these to
move from
one area of
information
to another.
Back / Next
buttons – Use
these buttons to
go forward or
backward one
tab.
8
FlexMLS has an auto-save feature that will automatically save any information entered into your listing
every 2 minutes. Should your session get disconnected or interrupted during any session, the listing
information will be saved in your Incomplete Listings.
When adding a listing, the first tab
contains General Listing Information,
which includes Property Type, Listing
Agent and Co-Listing Agent. If you are
logged in as the office admin or
broker, you will be able to choose
from any of the members in your
office. If you are logged in as an
individual member, you will only be
able to choose yourself as the Listing
Agent.
To begin adding your listing, fill in the appropriate information. If needed, use the small magnifying
glass next to the Listing Agent and Co-Listing Agent fields to look up member information. Once
completed either select the tab you want to complete next or click the Next button to go to the Address
tab.
Address Tab – Enter the complete address information in the appropriate fieldd. All fields in
red are required.
Once the House Number, Street
Name, Area, County, and City
have been entered, click
Populate Tax Data (optional) to
scan the county tax records for a
match. If a match is located,
Parcel ID, State and Zip Code will
auto-populate.
If no match is found, you will receive the
following error message and will need to
contact the County Assessor’s Office if you
don’t already have the Parcel ID
information to enter yourself.
9
Once all address information is
complete, either select the tab you
want to complete next or click the Next
button to go to the Main Fields tab.
The Geocoding Locate Property Map
will show up.
The Geocoding Locate Property Map
allows FlexMLS to verify the correct
location of the listing for mapping
purposes. Verify that the system has
correctly identified the location of
property you are listing.
A red push pin will
mark the parcel that
the system has
identified.
If correct click Use this location above the push pin and you will be taken to the next screen.
If incorrect, move your mouse pointer over the red push pin and the pointer will turn into a four-way
arrow. Click on the push pin and drag it to the correct location, then release the mouse button. Once
the push pin is located correctly click Use this location above the push pin and you will be taken to the
next screen.
Next – you may get this screen:
If it is not an old listing
of yours – you would
click here.
If you choose to use the Copy
function, some fields from the
previous listing will be auto-filled
into your new listing. Check all
information for accuracy.
10
Main Tab – Contains basic information fields for the property. Fields such as List Price, Bedrooms,
and Bathrooms.
Fields in RED are
required to be filled
out before the
listing can be saved
as an active listing.
If you do not have all of
the information required
– you can save the listing
as an Incomplete.
When you put your mouse on
Information about that field will
explain more about the field.
Details Tab – contains the detail of MLS-Specific data fields. Information like Interior and Exterior
Features, amenities, appliances may be found under this tab.
All Fields in [bracketed] red
text or with a red bar
across the section are
mandatory; the listing
cannot be saved until all
such fields are complete.
11
-
Room Tab – Information about the room sizes will be found here. Information on the length and width
of each room can be added in the appropriate field either as a decimal (8.5). No letters are allowed
(ft. or in.).
For Residential Listings –
Living Room, Kitchen and
Master Bedroom are
required fields
Hint – The more information you
fill out the more complete you
listing will be when clients are
looking at it.
Photos Tab – MLS requires submission of at least one (1) photograph or other graphic representation
that accurately depicts the front exterior of the listed property in the Residential, Rental,
Duplex/Triplex/Quad Databases.
Visible real estate signs are
not allowed in any listing
photograph.
Export Tab – This page controls if and where the listing information can be exported to outside of the
MLS (i.e. REALTOR.com, ListHub, IDX).
Listing will still
populate to Virtual
Office Website’s
(VOW) unless this
checked.
If these are clicked “On”
then the listings will not
populate to Trulia or
ListHub.
12
Save and Retrieve Listings
At any time during the entry process you can choose to save the current information and return at a
later time to finish.
Click here to save
the listing if is it
NOT complete yet.
Click here if the listing is complete
and you are ready to input it as a
“live” listing in the MLS.
Once you click “Save Incomplete” the
listing will save and then you will get this
screen.
This allows you to add additional photo’s
or email/print the listing – or to continue
entering listing information.
To return to an
incomplete listing,
click on Add/Change
from the Menu Bar,
then select My
Incomplete.
The maximum file size for photos is 10MB. The maximum size is 3000 X 2000 pixels.
13
Additional Listing Entry Information
Listing Price – Prior to saving the listing as Active, ensure that the List Price information is accurate.
When the listing becomes Active, the Original List Price entered becomes a permanent part of the
listing record that cannot be altered. You will be able to go back in and change the List Price field;
however the Original List Price will always be available as part of the listing information.
Spell Check – All items listed with a blue check mark
are text fields with a spell check option.
Click the Spell Check link at the bottom of the page to run.
Field Information – If you have questions about any specific field, click on the red question mark
directly to the right of the field. A window will pop up with specific information about that field.
,
Any fields with special limitations on what can be entered will have a bubble with an orange i
located directly to the right of the field name. Hover your mouse over this bubble for a pop-up with the
limitation information.
Remarks field limitations:
 Directions 200 characters
 Public Remarks – (Visible on public and private reports) 800 characters
 Broker Only Remarks – (visible only on private reports) 500 characters
 Office Remarks – (visible only to other members of your office) – 200 characters
 Supplement – 10,000 characters (this field is completed in the Change Listing module and is
visible and available to be viewed by the public.
Documents
To add a Document – From the Change Listing screen, click on Documents then Add Document.
Any Public Document you upload to FlexMLS will be available to other Subscribers, as well as to all clients
to whom this listing is sent. Change the Document to Private if you do not want others to see it.
Remember all Documents attached to a
listing are subject to the same Inappropriate
Language Policies as Public Remarks for
Public Documents and Private Remarks for
Private Documents.
Double-check all
attached Documents to ensure no private
client information or security codes are
included.
14
Once all documents are added, click Return to the edit listing screen in the upper-left corner to return
to the Change Listing screen.
There is no limit on the number of documents allowed per listing.
To Remove a Document:




From the Change Listing screen, click Documents
Select the document you would like to remove from the list at the left
Click Remove, then click OK to confirm
Click Return to the edit listing screen in the upper-left corner to return to the Change Listing
screen.
Open House / Tour of Homes
If you would like to put your home on tour, it is due by 11:00 am on that Wednesday of the tour week.
Click here to put your
listing on an upcoming
Tour of Homes
(Brokers Open).
Click here to add your
listing to the tour.
NOTE: You do not
need to worry about
the dates above.
15
Tour of Homes is
scheduled for every
Thursday (unless there
is a holiday).
Put in the information for the
tour – hosted by – when it
starts and ends and any
comments that you have.
This information can be reviewed at any time by going to the flexmls main Menu bar, click Daily
Functions, then Tour/Open Houses.
Make sure you click on
Tour of Homes. Put in
the dates and then
click Next.
You can also add your
home to the tour from
here.
If you put your home on tour but are not sure if you did it correctly, give us a call and we
can help you verify that it is showing on there.
16
CONTACTS
Contact Management– Allows you to add, update and send out automatic
emails to your clients.
Contact Summary– Overview of your contacts listing preferences, number of
emails sent to them and a list of the saved searches.
Automatic E-mails- View a list of any automatic e-mails that have been sent to
your clients.
My Sent E-mails– Review emails that you have sent to clients from flexmls®.
Click on the contacts
name to display their
contact information.
Add a contact with all
of their information
Edit and remove contact
here.
Class for MLS 204: Contact Management is being held each month, this will give you an indepth look into how to setup your contacts to get the most out of Flexmls®.
17
QUICK LAUNCH
The Quick Launch is a multisearch tool in FlexMLS. Type
in at least two characters
into the Quick Launch to
populate a search menu
with possible matches.
Access additional flexMLS
categories such as Saved
Searches, Offices/Members,
Contacts etc.
Please note: This does not
replace the manual search
options (Quick, Map & Full
Search), if searching for
more than one property
these techniques will need
to be utilized.
Click on the selection of your choice to open it in the current page, or click on
the icon to open a new tab.
Tabbed browsing will save you from losing your work on a given page– perform a Quick Search without losing your
CMA information, for example. Your original browser tab will be labeled flexmls Web and the new tab will have the
property address or feature listed in the tab
name (depending on your web browser).
You can also navigate the Quick Launch menu by using your keyboard arrow keys, use the following to help you:

Use the up and down arrows to scroll through the list of results.

Enter or Tab will open the highlighted item in the list.

Shift+ Enter will allow you to open the selected result in a new browser tab, similar to the icon mentioned
above.
Recent Searches
This release includes the Recent Search feature that will keep track
of your three most recently run searches. Simply click on the Quick
Launch bar and the Quick Launch History menu will appear.
18
SEARCHING
Flexmls provides 3 standard methods to search for a listing: Quick Search, Full Search and Map Search. Each
method provides members with the same search criteria only in a different format.
Quick Search
Most popular method of searching because it combines both the Full and Map search in one easy to use format.
Map Search
Displays the Quick Search criteria in a map view, then use the mapping tools to look at listings within a specified
area.
Full Search
The full search is an in-depth search for listings that gives you every searchable field in the flexmls® database.
Templates
Choose one of the available templates to complete your search, the templates are available on both the Quick
and the Map Search options.
Easily change search methods while keeping
your selected criteria by choosing one of the
options in the menu bar.
19
Quick Search
Criteria will populate on the left side of the screen, complete the search with any information available. Use the
scroll bar to view all search criteria.
Check off criteria that should be
included in the search.
Once an item is highlighted
additional information will
populate (i.e. min and max
amounts).
On the right click the “X” if you
do not want this criteria to be
shown, however it is not
necessary to remove items that
are not checked off.
Click the Clear button to erase all
previously entered search criteria.
Additional fields can be added to the Quick Search by scrolling down to the bottom
of the search criteria menu.
20
Map Search
The Map Search can assist you in searching for a specific property, creating CMAs and creating a search area for
a client.
Click on the “I” icon to
see the entered search
parameters.
The Satellite view will
populate the Google
map of that location.
Overlays can show you
counties, area zones,
geo zones, zip codes
Navigation
bar to help
you zoom in
and out.
The Hand icon is the default
tool to help you drag, zoom
in/out and select the property
you wish to view.
Nosey Neighbor allows
you to look at a homes
history.
Customize your search
area by using the
mapping tools.
Your Map search criteria will
display in the Quick Search area.
Hover of the shape to see it
highlighted in yellow on the map.
To remove the rectangle click on
the “x” in the Quick Search area.
21
VIEW RESULTS
Once all of the search criteria has been chosen, select how to view your search results by using the viewing tabs:
List View– View abbreviated listing information based on search matches.
Click on the Listing Agent or
Listing Office to view the
business card on file.
Click on the picture and it takes you
directly to the photos for the listing.
Click on the MLS# to
see the details on
the listing.
Click Sort to reorganize search
results.
Click on the “down arrow”
for a quick shortcut to edit
your Listing.
Detail
The Detail view will display the
Full Report of the listing.

Report– Chose from multiple different report types including
Full Report, Flyers, and IDX reports.

History- Displays property and listing history.

Tax Info– Automatically connects to the CRS (Courthouse
Retrieval System®) populating the re port on the selected
listing.

Calculator– Use calculator to estimate the monthly mortgage
payment for a property.
22
Detail> History
After using a search method (Quick, Full, Map) enter into the Detail navigation tab, click on History.
Use the plus and
minus signs to open
or contract changes
within that MLS#.
Detail> Tax Info
The CRS– Courthouse Retrieval
System is a JTHSMLS member
benefit, providing you with property
information.
We hold CRS Classes a few times a year. This will give you an in-depth look into how the CRS program
can work for you.
23
Photo Viewer
Great way to view listing photos in better detail.
FlexMLS now allows uploading photos up to
3000x2000 pixels in size.
Select the double window icon to populate the full
screen photo viewer.
Navigate to the previous or
next photo by clicking
anywhere the left or right of
the screen, or by using the
arrows on your keyboard.
Use these arrows or the up
and down arrows on your
keyboard to change listings
while in full screen mode.
Use the drop down menu to view
the picture labels, or use the
blue arrow icons to scroll
through pictures.
The ‘X’ icon will
escape full screen
viewing mode and
return you to a
standard view, or
use the ESC key.
The gear icon to select the length
of time each slide will be
displayed.
24
Photos– Displays full size picture gallery.
Opens the picture in a separate window Contact Listing Agent
Write a private note
Show/hide picture thumbnails.
Map– Displays listing matches on map, satellite or overlay options.
Display the Satellite
view, Overlays, or get
Driving Directions.
25
Compare
Compares search results in
categories: original price, list price,
CDOM, price change and % price
change.
Function Buttons
At the top of each listing you
can complete any of the following functions:
Save a Search, a Template or a Listing Cart easily by using the Save menu options.
Email interactive version or printer friendly version of a listing.
Choose from multiple print options including the report view and flyers.
See all of the search results in a One-Line CMA, the CMA will populate in a new window comparing multiple property criteria.
Export listing information into another software product (i.e. Excel).
Confidentially report listing errors to MLS for correction.
26
FLEXMLS MOBILE
Log-in using your mobile device by typing in m.fl.flexmls.com into your internet browser window. Use your
Flexmls® username and password and you are ready to go!
The main log-in screen allows you to enter in search criteria,
look at nearby listings, view your current listings & saved
searches.
The listing search is setup the
same way that the Quick Search is
in the full Flexmls version.
To see the houses on a map
view click on the “circle”.
Find listings based on your
current location.
Click on the listing to view
additional fields, obtain
member/office information,
and showing instructions.
When you click on PEOPLE it will show your contacts. To find Offices or Members click
on “MORE”.
27
HELP ME!
Contact JTHSMLS Support Monday-Friday from 8:30 am to 5 pm at 561-746-2707
We are happy to help you!
Click on the Help button at the top left of flexmls. Choose
from User Guides, Video Tutorials (also located at the bottom of the User Guides), Forums and Contact Support.
Depending on function (Quick Search, Contact
Management etc.) the User Guides will customize
what information is listed.
If you don’t find the answer you are looking for, you
can select User Guides. Included in these guides
are video tutorials that can help guide you through
the system.
From the Forums section you can access
multiple different forums including
Frequently Asked questions, these
include step-by-step instructions.
28

MLS 101: An Introduction to FlexMLS

Transcription

Similar documents

PDF Template - A Door Properties

Mobile MLS Access Mobile MLS Access

PDF Template - Fortus Realty

Road Map to Mapping

MarketLinx® Marketing Center - Multiple Listing Services (MLS

Print - AARE

Remarks Page 1 of 3 MLS 6/2/2013 http://prospector.metrolist.net

$545,000 - 5482 Chaparajos Court, DEL CERRO

View - Christian PhoneBook

880 St. Luke Rd - Windsor Virtual Tours.