ezListingTransfer
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1. Property Address Decision Decision Date MC8002448 123 CKEYWEST AVENUE ROCKVILLE MD 20850 Approved 04 47 2012 MC8002444 123 KEYWEST AVENUE ROCKVILLE MD 20850 Approved 04 1712012 Close 14 Either office can change to incoming or outgoing requests by clicking the change request type link to return to the Green and Red door selectors TestEPR BrokerORec IESSEN Incoming Listing Transfer Requests Agent Transfer Requests To approve or decline listings click the number links under the Open column ES es To view decision history click the number links under the Closed column Notification Settings gt Listing Transfer Requests me change request type First Name Last name Destination Next Deadline Multiple AgentID s EPRO38 Pending Applications Agent Transfer Requests To approve or decline listings click the number links under the Open column Incoming Listing Transfer Requests gt Listing Transfer Requests 9 q To view decision history click the number links under the Closed column 1 reques change request type First Name Last Name 15 Module 6 Transfer Request Cancellations e If an agent s status changes to inactive the listing transfer request will be cancelled e If the office s status changes to inactive the listing transfer request will be cancelled e If the seven days elapse without Origination or Destination office action the transfer request will be cancelled The agent can submit a new2. Real E Seet in Real lime ezListing I ransfer USER MANUAL We ll guide you through Module 1 Module 2 Module 3 Module 4 Module 5 Module 6 Module 7 Module 8 Table of Contents IN GW ai 3 Transfer Request Online Fom EE 4 Checking the Status on a Transfer Request ccc ecescccssccssseessssesesseeesseessseeeeseeesseeeesaes 7 Origination Office Broker Authorized Signer rrrrnrrrrnnvrranvrrnnnvrnnnvrrnnnvennnrnrnnnversnvnssnnnsnnnne 9 Destination Office Broker Authorized Gonner 13 Transfer Request Cancellations ccccccsccsssccssssccsseccsseecessecssseesseecssseessseesesaeesseeessaes 16 006 CR EE 17 HTS CUETO TRANS NG 18 Module 1 New Features Agents will be able to request a listing transfer from one office to another in a few short steps The ezListing Transfer Request link is now available for an agent to submit a transfer request electronically There are several new features in using this ezListing Transfer request No more faxing the Listing Transfer Request form by Agents requesting their listings to be transferred from one office to another Listings must have the agent as the Listing Agent and be eligible to transfer Eligibility depends on status of the listing whether the listing was already transferred or the whether the listing agent ID was changed by the Origination office The online form is submitted to the Origination office s Broker or Authorized Signer for approval electroni
3. mris com Transfer Brokerage ezAgent Transfer Request Agent Transfer Agent transfer requests must be completed through the online system ezAgentlransfer The Broker of Record or Authorized Signer for the new brokerage will be automatically notified once a request has been submitted They will have seven days to approve or decline the transfer request To get started click on the link above ezListing Transfer Request Listing Transfer Listing transfer request must be completed through the online systen _ ezListinglransfer JAgent Transfer Requests must be approved prior to submitting a Listing Transfer Request Once a transfer request is submitted the origination office the Brokerage which owns the listings and the destination office the office you currently work for must review the request For a listing to transfer successfully the origination office must approve the release of the listing and the destination office must accept the transfer of the listing Each office will have seven days to approve or decline the transfer request To get started click on the link above Personal Assistant Transfer To transfer from one office to another a Transfer Form Form 807 must be completed and signed by your new Broker or Office Manager This form is specifically for personal assistants office secretaries and administrative assistants Completed forms can be faxed to 301 838 7171 Step 1 Navigate to ezListingTransfer 1 Log into ww
4. Requests Pending Listing Transfer Requests Step 2 The user can select the Red door when reviewing requests for listings to leave their office The Green door is to review listings to come into the office Listing Transfer Requests Pending Applications Agent Transfer Requests f i For incoming listings to your office click the door with the Green arrow Authorized Signers For outgoing listings from your office click the door with the Red arrow Notification Settings gt Listing Transfer Requests a Step 3 Review the Transfer Request To review a transfer request the user will click the line where there are open transfer requests Click the blue link under the Open column Closed links will display listings where a decision has already been made TestEPR BrokerORec WEE Outgoing Listing Transfer Requests Agent Transfer Requests To approve or decline listings click the number links under the Open column Authorized Signers To view decision history click the number links under the Closed column Notification Settings gt Listing Transfer Requests 1 request change request type Destination Next Deadline testagent peO listTraO 04 20 2012 3days remaining The Outgoing Listing Transfer Request Details screen will provide information on the agent requesting the listing transfer Their current office and contact information is displayed The Listings that are being requested will appear with the Listing Informati
5. ation office to do that before approving a transfer of a listing All listings will have No Action as the default setting 10 Step 4 Approve or Decline the transfer request Address MLS Status List Price List Office Bedrooms Noa Photo Available Listing Information 123 KEYWEST AVENUE ROCKVILLE MD 20850 MC8002428 ACTIVE 9 999 999 00 EPR0170 5 Full Baths 5 Half Baths 0 To Approve click the radio button next to Approve Expires in 3 days C No Action Decision Expires in 3 days No Action Approve Decline The Origination office can decline a listing to be released to another broker In this case the listing will remain in the Origination office and under the listing agent ID of the transferred agent To Decline click the radio button next to Decline Expires in 3 days No Action Approve zer Decline 11 The Origination office can decline and reassign a listing to another agent within their office To Decline and reassign the listing zech Click the Decline radio button Check the Assign to box Enter in the MRIS ID of the agent that will now be reassigned to that listing The system will validate that the agent ID is in the Origination office and active If not the system will display the error message Invalid Recipient NO ZS GO Expires in 3 days C No Action Approve Decline 7 Assign To Invalid Recipient Step 5 R
6. cally similar to ezJoin applications Their approval must be completed within 7 days of the request or the request will be cancelled If approved the request is submitted to the Destination office s Broker or Authorized Signer for approval electronically Their approval must be completed within 7 days of the Origination office s Broker or Authorized Signer approval or the request will be cancelled Email notifications are sent to the agent that the ezListing Transfer request has been submitted for approval Email notifications are sent to the Origination office s Broker or Authorized Signer for approval and the Destination office s Broker or Authorized Signer for approval Reminder email notifications are sent to the Broker or Authorized Signer before the 7 day timeframe for approval expires Email notification is sent to the Origination office that the transfer was completed Once an ezListingTransfer is approved by the Destination office the listing transfer is completed immediately by the system ezListing Origination ZEN Listingis Destination office reveiw transferred Transfer office review to and approval Destination office initiated by and Agent approval Module 2 Transfer Request Online Form The Agent must have transferred to another office already The Agent wants to request listings from their previous office to be transferred to another office The first step is to navigate to the ezListing Transfer section on
7. esting agent If the office has reassigned the listing through Keystone that listing is not eligible to request The listing status must be Active Contingent with or without kickout Application Registered Rental Under Contract or Temporarily Off of the Market Sold Withdrawn and Expired listings may not be transferred For the convenience of customers the Eligible listings are displayed with a photo if available and property information such as o Address MLS Status of the listing List Price of the listing List Office where the listing currently is in the Origination office Bedrooms Full Baths and Half Baths O O OG 0 The user can use the optional sort feature for displaying the listings by MLS default view or change the listing to MLS or by Transfer eligibility Once a user selects a listing to transfer by checking the Request Transfer box the selection will turn blue Step 2 Listing Information Request Status Address 123 KEYWEST AVENUE ROCKVILLE MD 20850 MLS MCS001764 Status CNTGINO KO Request Transfer List Price 667 000 00 List Office LNG127 Bedrooms D Full Baths 5 Half Baths U Step 3 Submit Your Request e Aconfirmation screen of the listings requested will display The user clicks the Submit button e The user sees a message that indicates that their request has been recorded and the Origination office has been notified to review their request e The system sends an email notificati
8. eview the Decision The office does not need to disposition all listings at once they can submit their decisions on some listings and return later to disposition the other listings But once the office has made a decision on the listing the Continue button will take the user to a review screen before committing the changes Decision Expires in 3 days C No Action Approve fe Decline a Assign To E ARIS IC The review screen will allow the user to Submit the changes In all cases an email notification goes to the agent requesting the listing transfer of the Origination office s decision 12 Module 5 Destination Office Broker Authorized Signer If the Origination office has approved a listing or multiple listings to be transferred the Destination office is notified to take action The Destination office can approve the listing transfer request or decline the request If approved the Destination office is notified via email to review the request for that listing to come into their office Destination office actions must be taken within 7 days of the listing transfer approval by the Origination office Step 1 Navigate to My Account Manage My Office Pending Listing Transfer Requests My Account Manage My Office Pending Applications Pending Agent Transfer Requests Pending Listing Transfer Requests Step 2 Select the Green door when they are reviewing requests for listings to come into their office The Red do
9. example in the caption below an Origination office sees that there is one request that has 1 out of 2 listings in the open column This means there were two listings on the agent s request and that one listing has already been approved declined or reassigned and was submitted One more listing needs a decision Clicking the Open link 1 2 will display the listing that still needs a decision Outgoing Listing Transfer Requests Agent Transfer Requests To approve or decline listings click the number links under the Open column ER To view decision history click the number links under the Closed column Notification Settings gt Listing Transfer Requests 1 request change request type testagent peO listTraO 04 20 2012 3 days remaining Step 4 Review the Listing Transfer History by either Origination or Destination Broker Either the Origination or Destination broker can review listing transfer requests that their respective offices made decisions on To navigate to the history screens click the Closed link through Incoming or Outgoing requests Incoming Listing Transfer Request History i Real Estate in Real Time The screen below shows the history of all listing transfer requests that were Approved or Declined Notifications were sent through emails to the Agents who submitted these requests Multiple AgentID s TestEprocess38 EPR038 Phone 302 589 9221 10 TH STE Email mrisqat mris net WASHINGTON DC 20010 MLS
10. ice you currently work for must review the request For a listing to transfer successfully the origination office must approve the release of the listing and the destination office must accept the transfer of the listing Each office will have seven days to approve or decline the transfer request To get started click on the link above Personal Assistant Transfer To transfer from one office to another Transfer Form Fam 807 must be completed and signed by your new Broker or Office Manager This form IS specifically for personal assistants office secretaries and administrative assistants Completed forms can be faxed to 301 838 7171 Personal Assistant Transfer Form Form 807 en are Crowded Completed forms ere taxed te 501 636 7137 17 Module 8 Listing Transfer FAQ s Q How can transfer listings to another office A You must use the ezListing Transfer link on mris com Q Do have to fax in paperwork A No All requests are handled online from agent submission to approvals by both offices No more paper to sign or fax Q When can I transfer listings from one office to another A You must have submitted and successfully transferred yourself to a new office Use the convenient ezAgentTransfer link on mris com to request a transfer Q Who can transfer listings A If your MRIS ID is the Listing Agent ID on that listing in a previous office you may request a listing be transferred The system will indicate if
11. inaction that is red means the listing request has been cancelled since the Origination Broker did not act within the 7 days allowed The agent may submit a new listing transfer request to start the process again Expired Destination Broker inaction that is red means the listing request has been cancelled since the Destination Broker s office did not act within the 7 days allowed Listing already transferred that is red means the listing request has already been processed Unauthorized that is red means the listing request has been reassigned by the Origination office and cannot be transferred Address MLS Status List Price Berens Address MLE Sr Status List Prica Bedrooms Address MLS H SSS List Price Bedrooms z Pug d Mi SS Stats List Price Bedroums ress Address HS Ge Status List Price F droorna Address MLS Status List Price Ped Moe s Address H SS Status List Price Bed rooms Address MLS Status List Price Bedrooms 2191 DEFENSE HIGHWAY CROFTON MD 21114 V2 So CR Contngencr MORD E 1 400 000 00 5 Full Raths Request Transfer 2 Half Baths 1 2191 DEFENSE HIGHWAY CROFTON MD 21114 TZ34567B0 Contingency MOKO 1 400 000 00 Full Baths 3 DUDU OU Full Baths Request Transfer Half Baths 1 Hall bathe Pending L estunatbo E A AOC Half Baths 2191 DEFENSE HIGHWAY CROFTON MD 21174 171454789 Wi
12. on and a set of radio buttons on the right for Decisions Outgoing Listing Transfer Request Details CIS Real Estate in Real Time Step 1 Approve Transfers Please Approve or Decline the listing transfer requests below Click the Approve radio button to release a listing from your office By releasing this listing acknowledge that I have terminated the Listing Agreement and executed all other documents necessary to release this listing Click the Decline radio button to keep a listing in your office If you choose to you may reassign the listing to another agent in your office by entering the MRIS ID in the Assign To box Once you have reviewed all listings press Continue testagent peO listTraO ezListing Transfer20 E2 T20 Phone 301 838 7300 2 INVESTMENT HVN Email mrisqat mris net GERMANTOWN MD 20874 Listing Information Address 123 KEYWEST AVENUE ROCKVILLE MD 20850 Expires in 3 days No Photo ee NoAction Available re List Price 9 999 999 00 Approve List Office EPRO170 i Decline Bedrooms 5 Full Baths 5 Half Baths 0 i T Assign To MRIS ID i Assign To MRIS ID Cancel Continue gt The Origination office can approve a listing to be released to another broker in this case that is the Destination office or where the agent has transferred to The Origination office must have ended their listing agreement with their seller first That is entirely under the obligation of the Origin
13. on to the agent who requested the listings to be transferred e The system sends an email notification to the Origination office s Broker Authorized Signers to review Module 3 Checking the Status on Transfer Request An agent may return to the ezListing Transfer request form to view the progress of their request at any time during the approval process Each listing will have a Request Status column with notations on the request Request Transfer with a blue line means the listing has been selected to go through the approval process that is greyed out means the listing has been submitted to the Origination Broker s office for review This status is during the 7 day period allowed for review by the office that is greyed out means the listing has been approved by the Origination Broker s office and is now in review by the Destination Broker s office This status is during the 7 day period allowed for review by the office Ineligible Status that is red means the listing no longer has an eligible status to be transferred Origination Broker Declined that is red means the listing has been declined by the Origination Broker s office and may have been reassigned to another agent in that office Destination Broker Declined that is red means the listing has been declined by the Destination Broker s office The system leaves the listing in the Origination office but changes the listing s status to Withdrawn Expired Origination Broker
14. or is for listings outgoing from the office EES Listing Transfer Requests Agent Transfer Requests For incoming listings to your office click the door with the Green arrow Authorized Signers For outgoing listings from your office click the door with the Red arrow Notification Settings gt Listing Transfer Requests a The Destination office can approve or decline the request When the Destination office approves the listing to come to their office upon submission of that approval the system will automatically move that listing from the Origination broker office to the Destination broker office with the agent as the listing agent The Destination office must have their listing agreement executed with their seller first That is entirely under the obligation of the Destination office to do that before approving a transfer of a listing If the Destination office declines the listing to come to their office upon submission of that decline the system will automatically change the status of the listing to Withdrawn and leave it in the Origination office 13 Step 3 Review the Open Closed Column Links Either the Origination or Destination broker can review listing transfer requests that are new or are revisiting the request to decide on another listing So long as the office returns to the request before it expires they can make a decision and submit it Once a decision is made on a listing they move to the Closed column For
15. request again so long as the listings are still eligible their listing agent ID is on the listing and the status makes the listing eligible 16 Module 7 Form 807 Form 807 Is New A personal assistant can use this form to request a transfer to another office location This process is still a manual request form requiring a signature by the Broker and that it be faxed to MRIS where it is then processed by membership processing AANA OT Log into Mris com Hover over My Account Click Account Changes Click Transfer Form link to navigate to the form Print form fill in information obtain the signature of the Broker Authorized Signer of the new office and fax the form to MRIS for processing Transfer Brokerage ezAgentTransfer Request Agent Transfer Agent transfer requests must be completed through the online system ezAgentTransfer The Broker of Record or Authorized Signer for the new brokerage will be automatically notified once a request has been submitted They will have seven days to approve or decline the transfer request To get started click on the link above ezListing Transfer Request Listing Transfer Listing transfer request must be completed through the online system ezListingTransfer Agent Transfer Requests must be approved prior to submitting a Listing Transfer Request Once a transfer request is submitted the origination office the Brokerage which owns the listings and the destination office the off
16. rs sent before time runs out A Yes The office is notified when there are three days left to approve or decline the request You also receive this notification Q What happens if no office approval is completed in the seven day timeframe A The request will expire You may make another request as long as the listings are eligible Q When does a listing transfer complete A When the Destination office approves the listing transfer The system will transfer the listing under your Listing Agent ID to the Destination office Q How do I know where my listing transfer request is in the process A Two ways The system will send you emails at each step of the approval process and when complete You can also click the ezListing Transfer request link and the system will tell you the current real time status of that requested listing Each listing requested may move through the approval system quicker than others but you will always see the current status Q What happens if my listing request is declined by the Origination office A The Origination office may reassign the listing or leave you as the Listing Agent but the listing remains in that office The system will not transfer that listing Q What happens if the listing request is approved by the Origination office but declined by the Destination office A The listing will remain in the Origination office but the status of the listing will automatically be set to Withdrawn 19
17. thdrawn F 1400 000 00 5 Full Raths Ineligible Status 3 Hatt Baths 1 2191 DEFENSE HIGHWAY CROFTON MB 21114 1234545789 ylfhdravn E 1 400 000 000 5 Full Baths Origination Broker Declined 3 Hall Baths 1 2191 DEFENSE HIGHWAY CROFTON MD 21114 23455789 Withdrawn 1 400 000 00 5 Full Batis Destination Broker DGerclined Hall Baths 2191 DEFENSE HIGHWAY CROFTON MD 214 12754455789 Win Gr zem 2 1 400 000 00 5 Full Baths Expired Destinatar Braker Inactan 3 Half Baths Module 4 Origination Office Broker Authorized Signer If a listing is under the Listing Agent s ID and is requested to be transferred the Origination office Broker Authorized Signer is notified via email that a request is available for review The Origination office can approve a listing to be transferred decline the request or reassign the listing to another agent within their office Each listing can be acted upon within the request independently The Origination office can make decisions on the Open listings Closed listings have already been acted on by the Origination office e Origination office actions must be taken within 7 days of the listing transfer request Step 1 To review ezListing Transfer requests the Origination Broker Authorized Signer navigates to My Account Manage My Office Pending Listing Transfer Requests My Account Manage My Office Pending Applications Pending Agent Transfer
18. the listing or listings are eligible to be transferred Q What listings are eligible to transfer A Listing s that have you as the Listing Agent ID with the following statuses can be requested to transfer to another office e Active e App Reg e TempOff e Contingency NOKO e Contingency KO e Contract Q What listing statuses are ineligible to transfer A Listing s that has you as the Listing Agent ID with the following statuses cannot be requested to transfer to another office e Sold e Expired e Withdrawn e Rented 18 Q What are other reasons for listings to be ineligible to transfer A If the Origination office has reassigned a listing to another agent within their office the listing is ineligible for transfer Q Who must approve a listing transfer request A There is a two step online approval process The Origination Office s the office you are transferring a listing from Broker of Record or their designated Authorized Signer for that office may approve a listing to be released for transfer to another location The Destination Office s the office you are transferring a listing to Broker of Record or their designated Authorized Signer for that office may approve a listing to come into their office Q How long do the Origination and Destination offices have to approve a listing transfer request A Each of the offices has a seven day time period to approve or decline the request Q Are email reminde
19. w mris com 2 Navigate to My Account click the link 3 Navigate to Account Changes click the link 4 Navigate to ezListingTransfer click the link Step 1 Optional filters are defaulted but the user can change them Eligible and Pending Approval are the default filters The optional filters feature can be hidden by clicking the hide link Optional Filters nide Transfer Eligibility Eligible Ineligible Pending Approval Listing Status ACTIVE bw TEMP OFF CNTGKO bw CNTGINO KO CONTRACT RENTED SOLD EXPIRED WITHDRN Listing State MD Sort By Street Name MLS Number Transfer Eligibility Step 2 Select the Eligible Llistings to Transfer The Ineligible listings checkbox will display the listings that are not eligible to transfer because for example of their listing status or because they are already transferred These listings will be in red They cannot be transferred The Request Status column will display the reason In the example below the reason it cannot be transferred is because the listing was already transferred isting Information U Address 12 KEYWEST AVENUE ROCKVILLE MD 20850 MLS MLS8001 35 Listing Already Status WITHORN Transferred List Price List Office MRIS1 Bedrooms Con On rw ei Ch LI a 1 S A LU E Full Baths 2 Half Baths 0 Eligible listings can be selected for Request Transfer In order to be eligible for transfer the listing must have the agent ID of the requ
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