W Welcom me to The P Portal

Welcom
W
me to The P
Portal
Welcome to The Portal, your single access point for listing info
ormation, bro
ought to you b
by your Agentt and
FMLS. When
W
you arriv
ve at The Porrtal, you may find it conven
nient to save iits web site ad
ddress as a
favorite orr bookmark in
n your web brrowser. This will
w enable yo u to visit The Portal at anyy time.
NOTE: Yo
ou portal may
y look differen
nt depending on
o the numbe
er of reports a
and emails se
ent by your Ag
gent.
Listing Informatio
on Provided
d By Your Agent
Your Agent may email listing information to you in two ways:
M
(direc
ct)
 Manually
 Automatically
A
(auto-email)
(
Both types of emails co
ontain a hype
erlink, which you
y can click tto visit The Portal and view
w the listing
informatio
on your Agentt has prepared for you.
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1
Direct Emails
E
Your Agent may personally compile
e and send listting informatio
on to you. Th
hese emails co
ontain a link tto
The Porta
al where these
e listings are available for you
y to view. T
This collection
n of listings w
will remain
available for you to view
w on The Porrtal for 60 day
ys.
E
Example of a Direct Email
Clic
ck the link
to e
enter the
P
Portal.
Click the link
l
in the email and the Client Portal op
pens with the listings sent to you by you
ur Agent.
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2
Click an ic
con on the Ma
ap to view a mini
m report forr the listing in
ncluding list prrice, status, b
beds and more.
Or you ma
ay click the FMLS# link to view the listin
ng details.
Under the
e picture is a set
s of icons. Use
U these ico
ons to indicate
e your prefere
ences to your agent. Icons are
grayed ou
ut until you us
se one.
He
eart Icon: Click
k this icon to indicate to yo
our agent thatt this propertyy is a favorite and one you are
intterested in vie
ewing.
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3
Lig
ght Bulb Icon: Click this ico
on to indicate to your agentt that this pro
operty is a posssibility and yyou
are
e interested in
n viewing or obtaining
o
additional inform ation.
Tra
ash Icon: Click this icon to indicate to yo
our agent thatt this propertyy is not suitab
ble and you arre not
intterested.
No
ote Icon: Click
k this icon to add
a any comm
ments and no
otes that are re
ead by your a
agent. Comments
ab
bout your likes
s and dislikes
s concerning a particular prroperty, assisst your agent in finding
pro
operties suite
ed to your nee
eds.
Auto Em
mails
Your Agent may also arrange
a
for yo
ou to receive auto
a
emails. These emailss are persona
ally controlled
d by
your Agen
nt but dispatched by the sy
ystem, based on the criteri a your Agentt has supplied
d. You receive
e
d.
emails ba
ased on the mailing
m
frequen
ncy he or she
e has specified
Auto ema
ails will continu
ue to be sent to you until you
y ask your A
Agent to stop
p them or untill you unsubsccribe
from the service
s
yourse
elf by followin
ng the unsubs
scribe link (loccated at the b
bottom of the auto email).
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4
Example of Auto Ema
ail
Clic
ck the link
to
Uns
subscribe
Click the link
l
in the email and the Client Portal op
pens with the listings sent to you by you
ur Agent.
Color Cod
des of the pinned propertie
es:
•
Green:
G
Active
•
Orange:
O
POA (Pending
(
offe
er Approval)
•
Purple: CONDD (Contingen
nt- Due Diligence)
•
Red:
R
Expired
•
Blue: Sold
•
Black: Withdra
awn
•
Small Numbers: indicates tw
wo properties
s close to one
e another, zoo
om map in to see
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You can change
c
the vie
ew of listings by using the Display drop down.
h property dettails, select B uyer Full or B
Buyer Short frrom the drop
For example, to see the listings with
e picture belo
ow shows an example
e
of th
he Buyer Sho rt.
down. The
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The Welcome
W
e Tab
The Welcome Tab on your
y
Portal co
ontains a lot of
o information
n and history o
of your interacctions with yo
our
Agent.
Click the Welcome
W
Tab
b to view the main
m
page.
The table below define
es the Portal screen.
s
Agent
A
Information
Displa
ays your Agentt’s contact info rmation.
Favorites
F
Slides
show of properrties you have marked as Favvorites.
Portal
P
Greeting
Greetting from your Agent.
A
Welcome
W
Tab
Home
e Page tab whe
ere you can co
ome back and ssee the links an
nd notes.
Properties
P
Tab
Acces
sses the list of properties you
ur Agent has se
ent through eith
her direct
email or auto email searches.
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Direct
D
Emails and
Reports
R
Prope
erties and repo
orts you have re
eceived throug h direct emailss from your
Agent.
Selected
S
Prope
erties
Ic
cons
Prope
erties that have
e been marked by either you or your Agent a
as Favorites,
Possiibilities, or Disc
cards will displa
ay a count. Clicck on the link a
and only those
listing
gs appear in the
e list and on th
he map.
Recent
R
Notes
Displa
ays the 3 mostt recent Notes tto, and from, yyour Agent for u
up to 10
listing
gs. Listings with
h Unread Notess will appear w
with an asteriskk in the icon.
My
M Searches
Displa
ays a list of cus
stom saved sea
arches you havve created and
d saved.
Auto
A
Searches
Displa
ays list of Auto searches whe
en new listings that meet yourr search
criteriia appear in the
e system. Clickk the link to vie
ew the results.
Perform
ming a Searrch
Why use other
o
website
es to search fo
or properties when the Porrtal allows you to search a
all of the FMLS
S
properties
s!
Through the
t Portal, your Agent has provided you
u with the abil ity to search listings for yo
ourself. This iss a
great feature because many of the consumer
c
we
ebsites contain
n out of date information. T
The Portal se
earch
is for the most
m
accurate
e, up to date information. Once you ha ve performed
d a search, yo
our Agent can
n view
your searc
ch results. As
s before, you may mark pro
operties as Fa
avorites, Posssibilities and Rejects.
1. From the Welcome
e tab, click Sttart New Search link. Th
he Map openss with the sea
arch criteria bo
ox.
earch. The sccreen resets w
with the prope
erties marked
d on
2. Enter search criterria as needed and click Se
m and the lis
sting below.
the map
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3. Click on an icon on
o the map to view the min
ni report.
4. Click on the FMLS
S# to view the
e listing details.
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5. Use th
he icons unde
er the picture to mark the listing as a favvorite, a posssibility, a rejecct or add a no
ote.
Once marked, it sh
hows up on th
he listing and appears on yyour Agent’s D
Dashboard fo
or review.
Saving a Search
If you wou
uld like to sav
ve a Portal search for future
e reference, cclick the Save
e button on th
he Button bar.
The Save
e Your Search
h dialog box opens.
o
Enter a na
ame for your search and click Okay. To
o access you r saved searcch, click on th
he search nam
me on
the My Se
earches box on
o the Welcom
me screen.
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Adding a Note to your
y
Agen
nt
You can send
s
a note to
o your agent about
a
any pro
operty. On the
e property dettail screen (B
Buyer Full) clicck the
Note icon.
ns at the top.
The Note window open
en click Add Note.
Type yourr note and the
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Your agen
nt is notified that you have sent a note on
o this listing.. Notes betwe
een you and yyour Agent ap
ppear
on the We
elcome screen of the Porta
al.
Getting Help
On-line Help is availab
ble for the Porrtal. Click the Help tab on tthe screen.
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