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BrokerMetrics Office User Manual

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1. Mobile Home Floating Home Lots amp Land Residential Commercial Areas Selection x FT Acreage Choices Selected l Conty Oo ZiPcode County Bedrooms v All 84558 1753 la OF 95687 1 686 A II DEMNM D UL 94533 1 643 84591 1 538 S 95403 1 338 Time Period 94928 1 248 95404 1 242 LTM vs PTM zi 94590 1 159 ET E A 95476 1 144 03 01 2006 to 102 282007 94534 1 139 Taa 95401 1 095 95409 1 004 03 01 2005 94954 959 95688 941 95407 939 Construction Type 94941 934 A 94585 900 94901 854 95492 848 94510 848 94589 791 94903 768 94947 747 04057 TR Bd Percentage of records with valid zip code 99 9 Export list of exceptions OK Cancel Market Growth Compares the sales volume number of units sold and dollar volume in the selected areas over two time periods and then calculates the growth or decline between those periods The underlying information has been formatted for GIS export i e listings with invalid zip codes or cities due to misspellings non standard abbreviations etc will not be included in the data set or calculations Information displayed is list side only because it is growth not market share that is being measured The MLS commission information is based on the percentage that is offered to the cooperating broker sell side by the listing agent office Horizontal scrollbar at the bottom of the scr
2. Acreage Bedrooms v All Full Bathrooms IV Al tr LZ LLLLLIIIILILLLLILLLLLCICO Or 0 E B i i Da Ps if B 3 Time Period Price Range BOO to poo Determine market growth over the time period that best fits your planning needs Construction Type fe Al C New Construction C Resale 75 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Only records of Sold properties with valid counties cities or zip codes will be returned in the search so only valid cities counties or zip codes will appear in the Choices pane on the Add Areas window Export a csv file of listings with invalid counties cities or zip codes so you can follow up with the appropriate people for corrections Market Growth Search E x 3 Clear LA Search The growth statistics are based on closed MLS transactions Each closing generates one transaction side only MLS BAREIS Select My Search Property Types Area Type ZIP code v Select an Area Type Residential Lanz Counties Single Family Cities MLS Areas ZIP code Favorite Counties a Favorite MLS Ay Condo Coop Farms Ranches Mobile Floating Home
3. an cn 829 850 gt 3015500 35 86 2 60 6 40 1 2 654 450 2 915 850 4 4 83 2 50 15 100 17 659 500 2 840 000 5A 81 258 12 50 15 654 450 2 791 200 56 80 2 46 16 114 14 508 925 2 697 450 65 77 2 55 27 78 14 589 950 6 5 2 404 450 10 0 69 2 61 26 300 6 5 530 000 5 10 3 68 2 83 35 200 5 0 408 67 2 66 4 508 925 3 5 2 161 950 136 62 71 1 0 qm on oo 10 829 000 3 2 117 000 14 4 61 2 50 17 579 000 35 14 7 60 2 65 E 100 1 0 819 000 2 2 049 000 15 6 59 2 50 25 D 20 648 000 3 16 4 57 2 50 19 100 1 0 1 ana nnn 4 1 947 95N 17 5 SA 255 14 sn inl The efficiency metrics displayed on the grid are the following Return on Revenue ROR Percentage of GCI revenue that is Net to the company after all commissions and expenses have been paid It is the most direct measure of the overall operational efficiency Desk Cost Coverage DCC Measures gross profit vs gross expense as a percentage Selling Office Commission SOC The average commission offered to cooperating brokers The list side commission is then inferred by local custom 44 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI cs OFFICE USER MANUAL e g if 6 commissions are the market custom and the cooperating broker is being offered 3
4. o Volume and Units for List side only and Sell side only o List Side demonstrates your success in obtaining the highest prices relative to the original listing price for your sellers List Side dcc List Units Sell volume Sell Units Total List Sell Total List Sell Market Share Print export and email information Hi 49 Totals Trends Coverage m A Toggle between grid and chart views Views Chart Controls Total Volume V Marat Share v Avg Prive C Commission v Producing Agents 7 Offices Total Volume My Office otal List Sell D Select the overlays important to you in Millions 100 90 80 70 60 50 Prd Agts 25 40 528K Mkt 8 34 a Agts 16 Le 958K pra gts 10 bo Agts 21 Mkt 5 64 oo Prd Agts 1 Prd Agts 2 29 Mkt 3 9196 Mkt 3 76 Mt 3 25 3 564K S389K S432K P Prd Agts 5 ss mm NEM S um O Santa Rosa Windsor Sebastopol Healdsburg Rohnert Park Petaluma Stockton Napa Cloverdale Cotati 73 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Grid Market Share Fie Tooz Searcy Preferences Window Pep Gdg A 9 Tail E Tans Trends Coverage Miera Grid Cont
5. ixi Fie Tools Search Preferences Window Help alals ES aje Manipulate the slider to view My Hotsheet My Market Inventory Office Production Agent Production Transaction Coverage different groups of agents wv Display Median Line Period o Period YTD v 111 2007 to 5 29 2007 g 10 a gt o EN Zn Mame Listed Listed Total Total y 0 11 781 SOD Production m 3 ismse i5 en a eee AC A o spo z 2 181 000 de 2 869 500 MEL x 2 183 500 7 rara 8 uim 3 ao 5 Remit 2 4 4 780 500 9 irma J Doj NNNM 1 777 000 1 600 000 os r 3894250 1 500 000 1 400 000 1 300 000 1 200 000 1 100 000 1 000 000 1 499 000 4 1 552 000 2 1 530 000 2 2 1 382 000 ue 2 034 500 2 1 374 000 800 000 605 000 2 1 329 000 615 000 3 1 296 000 700 000 699 000 3 1 281 000 600 000 600 000 ppa 2 1 pi 0 000 300 000 E ot 80000 9 00 756 000 0 Nini mio in in im io lt lt Eo y Dr EE E __Q__a a a A a h3 Viivi ivir gt gt CO Ome cO Se oo hs Oo w bho 56 000 0727 00 20 10000n 727 2 35 7 EENNEINNEEET sn iisisusrriruri iskt MEM AO 8800 1 862000 a S26323 8 FE BB OCHS 32 Ese E A A Bs B 33 Kee em 8 629 350 610 000 Agents Listed Listed Total Total 42 Terradatum 2008 All rights reser
6. M 36 M Euler cM RET o oe en A 36 ALL Co 8 POR opiaasabieete iahevessadqa ae nnaeasagoknnia ta enindlvi evel nds taanpintiecuhueesnseenaaeieda 37 An OTS ONG sts detach O o o esas ee oad netstat ences 39 OM A A VOY casera tc tit everest aaa diet 41 AER POU CU Nadia 42 MS NCE CFWSE Sonata toldo 43 Agent ADnalySIS co didas 44 Oe gel 44 Eo ERE E QU TET 46 E E EI asain E E 48 Measure Pen orman E ae enn en ee ee ae a ee ee 49 Monitor PEO AN Cta iia 50 PRE GMI PA A O 51 ROCO Se arch Soi IET E TOT aca 51 Agent Market macarra on 51 OTUs pan AP A nen e T O a OO 02 POUT IN UNG calurosa sierra taa 53 eo a AMA 55 SP e A nn e e CU OE E E E ro 55 A o e o Oo e EE A A 56 A PIO ETE E E ET 57 Mea sure Pero Macs innata 59 MONTO Pe OIM ANC asada ETE 60 EP E 61 RO DOM e 62 4 gc P P X 62 i Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications Market Share Searches c ccocccococoocococoonccoconn nn ra 63 Matket share Total aaa 64 Sear CN SC rptu E 64 A 65 o Gee aaa tram scal
7. Garrie 1 353 nen i El 2 TED aw ex 70 12 Ei 1 21 Caradero 3 DnA a T A80 208 E i100 251 128 3 1 H Caietega 1 EAS DOD i E45 000 015 25 000 200 19 2 1 24 Berg 1 ian al t Bana Bx sam iu 138 1 1 36 Gccidental 1 670 000 i 470 600 616 570 000 300 135 i 1 27 erie 372000 Fi 187 500 El 557 500 Qe 111 500 278 129 4 H Jm Ketone T i 555 na 8 F 1 3anom Die 355 n 3H 12 31 T 5 Green Waley a i Fez 000 i 345 000 616 Faz 006 EE 1 5 i 1 IELA B 1 E180 1 306 188 an 306 180 750 Fl i 1 31 Neu a i 1 FT 1 270 000 CTN TGD 3 138 i 1 32 Fio Mida a i 261 000 1 261 000 onm 261 000 3 12 1 33 Cherie Oak 1 15 non al I 1 vm 500 am tur n Tin 124 3 1 M Lucerne 1 150 000 a 6 150 500 i 155 000 100 138 i 1 35 Mente i TL w 1 e T1 tanga vn moj 3w EN d Top 10 regions are selected bold red text for convenience The rows that are selected by default or via mouse click will be charted chart esthetics will help you determine the appropriate limit Use the Grid Controls to show or conceal highlighted rows Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable as a csv file for use in any database program e g Excel if desired 74 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics
8. products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Market Growth Allows you to determine the rate of market growth in various geographical areas counties cities and ZIP codes You can then compare your office s pe export the underlying data for use with rformance against these general market conditions n addition you can off the shelf GIS mapping software such as Microsoft s MapPoint to create maps that visually identify areas of opportunity in your market Market Growth Search Screen Click on the property type s desired Select from the picklist the geographical grouping you would like for aggregation and mapping purposes Select the appropriate timeframe Select additional criteria if desired xi E Clear i Search MLS BAREIS m The growth statistics are based on closed MLS transactions Each closing generates one transaction side only Select My Search Property Types Residential Single Family 7 Condo Coop Farms Ranches Mobile Floating Home Mobile Home Floating Home Lots amp Land Residential Commercial Area Type Jl Select an Area Type y Description Count LTM vs PTM UJ YTD 2007 vs 2006 QTD 2007 vs 2006 Q4 2006 vs 2005 Q3 2006 vs 2005 n Q2 2006 vs 2005 Custom Date LTM vs PTM
9. 102 391 2858 700 547 800 19 467655 17 4 3 Windermere 809 213 863 759 792 215 644 751 1601 429 508 510 1 6 417810 10 67 4 John L Scott 822 191 010 515 779 188 519 043 1601 379 529 558 1 8 424530 9 42 5 Coldwell Banker 573 148 862 918 594 154 974 213 1167 303 837 131 1 6 410037 T59 6 Prudential 667 MON 675 149 510 929 1342 301 783 036 13 294998 7 49 7 Hasson 274 91 025 889 287 99 583 745 561 190 609 634 19 655016 4 73 8 Century 21 447 84 482 954 538 105 712 436 985 190 195 390 12 239541 4 72 9 Kw 93 24 077 655 92 24 163 057 185 48 240 712 12 315299 T2 Then use Excel s charting function to create the presentation you desire the chart below was i created with Excel s Chart Wizard List Market Share YTD 800 000 000 700 000 000 600 000 000 500 000 000 400 000 000 300 000 000 200 000 000 100 000 000 0 Company group 94 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Market Share Totals Total Volume Units GI S Export IMS Tools Print E Print Market Share mE Search Preferences Window Help Preview a4 en is 2 A Mail as PDF fage Save as PDF Export gt Market Share Grid e Close Lo jame 11 C
10. 95406 Ab 350 BARES GRUBY Big River Reaty 10483Lansin Mendoc 95460 BAREIS BBGVLY3 Big Valley Prop C bb Mtn 16360 High Cobb 95426 235 000 BAREIS BBGYLY2 Big Valley Prop R d Hills 8000 A High Kelseyv 95451 BAREIS BBGVL Y Big Valley Propertibs 5716 Main St Kelsey 95451 5 183 500 BAREIS ABIGEO1 Bigelow Realty 3 Hart Lane Mill valey 94941 415 000 BAREIS ZBRADY Bill Brady Real Estate Broker 3329 Newvpo 327 500 Mur Hilo wi co Om Group Name pr 3 Name the group and click OK 9 Cancel 2 Highlight the offices you want to select and click the Add button Tips Sorting on the Name column allows you to group offices from the same company and or brand easily Standard Windows functionality is available such as Shift click and CTRL click to allow the selection of groups of offices Uncommon spellings abbreviations and typos within the MLS system can be seen easily and included in your group e g C 21 C21 C 21 Century 21 Groups can be given meaningful and easy to remember names so that you are not limited to using the official MLS name which is often long and cumbersome 28 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MAN
11. Arg Prica 257417 SOC 252 A oles asa aus oaks E Yeu Quarter Month Goal time frames Day 74 20 Complete Volume 2 243 100 gt Listings Upward Green Arrow exceeding plan 2004 Year Goat YTD Target YTD Actuel YTO aioe Volume 3576839366 33944300 67908860 761176686 12 Se soc 250 8 Units 14755 14 002 05 2800 2874 6 sio EPEN STO nc UP Expired Listings Closings Downward Red Arrow missing plan Dei Unds 150 MUI s ERE owe 19319700 diee _ E Year Goat YTD Target VTO Actual vms nis o Aeg Prica x3 Volume 3063326931 3216 108170 643221 34 482 275 PAR 25 06 51 2 Unas 1374 14 A28 5 2h 2p47 JW a 6a 1 a Volume 15004 pcs m rwo mre vos Units 640 Volume 70 531 754 24 231 965 10 845 293 365 Ag Price 234 43 Detaits SOc 154 GCI 395 370 YTD Actual GCI calculation approximate using your Average Commission Side figures input in the Options Financial tab Current performance can be measured against last year s performance and this year s goals amp objectives Arrow icons give the user at a glance information as to whether performance is meeting plan or not An upward green arrow signifies that performance is exceeding the plan and a red downward arrow the opposite A YTD Actual GCI calculation is performed It is approximate to the extent that it only reflects MLS
12. B0300 B1200 Petaluma Petaluma Cotati Rohn Northwest Northeast Sonoma Sebastopol North Southwest Penngrove East West ert Park Santa Rosa Santa Rosa Santa Rosa MLS Areas 2 700 000 1 952 000 4 652 000 fe men um f ues soe sons toww totas umon _ Svoune man 1 80900 Petaluma Eat 18 10 413 950 12 663 700 23 077 650 3294 a EEE BA 12 568 675 7 121 000 A 19 689 675 23 14 29 15 29 15 2 3 B1100 CotatiRohne i Rex 3 003 000 12 3 892 950 19 6 895 950 14 90 10 21 10 21 nac nnn 4 ccn nnn occa nnn co earn 4 B0100 Northwest anl Show Listings E nan hes a au E ean 34 891 625 64 32 656 650 127 5 67 548 275 100 00 100 00 100 00 43 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Agent Analysis Provides the office manager a tool to analyze the office s agents using a wide variety of efficiency and performance metrics Overview Provides a spreadsheet type of display of listings taken closed transactions and various efficiency metrics over the last complete 12 months Underlying record information is accessed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired The red column header arro
13. CISTRTY C1STRTY2 1st Realty amp Inve 1st Realty amp Inve 2700 N State St Ukiah 95482 y SAR 0 840 Lovers Ln 320 West A Str Vacaville Dixon 95688 95620 7 873 300 CISTRTY3 DAMS CFIVETAL DRVWHMO1 BAKPROP 1st Realty amp Inve 1st choice Real E 4 M s Realty and 5 Talents Realty A K Properties In BEZA BSODO1 A Appraisal Ser A 1 Real Estate 1319 Travis Bly 816 1st Ave 5338 Carriage Dr 3017 Douglas B 1901 Cleveland Fairfield Crockett El Sobrante Roseville Santa Rosa 2241 Valley Place 411 Farmers La Santa Rosa Santa Rosa 94533 94525 94803 95661 95401 95405 95402 DAFMO1 DABC AB Realty ABC Real Estate 24326 Mission 1712 14 Linda Dr Hayward Pleasant Hill 550 000 640 000 BMBEM ACRE Aliance D EACRES ACRES Real Esta 4851 Hoen Ave Santa Rosa 2045 Jefferson Mapa 1 120 000 580 000 BAMLO BAMCFIN BACRO1 AM Loans Inc AMC Financial Inc AMC Realty Santa Rosa 1100 Coddingto 4795 Old Redw 84 Santa Rosa Windsor 439 500 380 000 7 279 250 BAMIO1 DAB ASB BAPRO1 7BLOWWO2 AMI Real Estate AP Realty Group APEX Realty Group ARS Realty amp Fin ASB Realty amp Inv DA TM ATM Real Estate AAR AVR Realty
14. DOM 57 Prd Agts 73 Mkt 2 49 778K Prd Agts 95 Prd Agts 76 DOM 45 801K put Mkt 2 08 84 63 42 21 0 Calida Carry z1 restive PEM Haps Frur Howard Partio Union Pret Herd Rank Santa O Frogs e iade AAA GAAS Peal Alen Pras P des Foam suche Car iia De CESSE mList Sell Ready Rows that are selected in the grid see next page will be displayed on the chart Checkboxes above the chart allow you to display only the information that is important to you Underlying information is accessed and displayed via the right mouse click function on the chart bars 66 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Grid Grid format displays all offices brokerages or custom market share groups that did at least one side of a transaction within the search criteria used see example below Top 10 rows excluding non MLS are selected bold red text by default for convenience The rows that are selected by default or via mouse click will be charted chart esthetics will help you determine the appropriate limit Use the Grid Controls to show or conceal highlighted rows and address columns Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable as a csv file for use in any database program e
15. Patent applications BROKERMETRI CS OFFICE USER MANUAL Preferences Menu Where data input and customization begin BrokerMetrics allows the user to input key office company data and personalize various system configurations Please take the time to familiarize yourself with these functions They will pay many long term dividends from a program power and ease of use perspective My Office File Toole Search AA VWindow Help M My Options Change My Passvvord d My Areas TN My Searches e Custom Market Share CMS Setup i Market Growth Office Setup GIS i Market Share Coverage Setup SE My Market SetUp Wizard The next several pages will guide you through the process of setting up My Options o Input proprietary financial information o Input company goals amp objectives My Areas o Customize MLS system geographies My Searches o Create and save searches Custom Market Share CMS Setup o Integrate your personal market information into the market share tools Market Growth Office Setup GIS o Create groups of offices so you can track their growth Market Share Coverage Setup o Define your market service area and identify your prime competitors for real time comparison tracking My Market Setup Wizard o Define your market and your competition so you can see at a glance where you stand in relation to your competitors My Options Key office company information is input here
16. Rohnert Park E 2104 1954 180 165 T e a 150 YA ons e e 135 4 e x X E 120 d y y s MM 105 4 gt E y v 90 y a i O 75 4 lt 60 45 30 4 15 0 Oct 06 Nov 06 Dec 06 Jan 07 Feb 07 Mar 07 Apr 07 May 07 Jun 07 Jul 07 Aug 07 Sep 07 Oct 07 Ready Charts twelve month production totals for the previous twelve full months for each of the offices brokers or Custom Market Share Groups Each data point node is comprised of 12 consecutive months of data rolling forward in time on a monthly basis The value associated with each node encompasses that month s data plus all of the data from the preceding 11 months For example the Oct 07 data point begins on 11 1 06 and ends on 10 31 07 it includes all of the data for the following months 1 Nov 06 Dec 06 Jan 07 Feb 07 Marl 07 May 07 Jun 07 0 1 Jul 07 Aug 07 2 3 4 5 6 Apr 07 7 8 9 10 11 Sept 07 68 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL 12 Oct 07 Mouse over the line nodes to display the values The first five entities ranked on the most recent month s values are plotted on the chart by default All entities are shown in the grid Grid Market Share iz E File Too
17. cities counties MLS areas and zip codes to be displayed in the area pick lists on all search screens This feature lessens the need to hunt and peck through the long lists of areas that are contained in most large regional MLS systems Click on My Areas on the Preferences menu to display this window 5 My Areas Editor X Right click on any item in the left hand pane for a list of available actions To add a neve search Right click on a Area Type e g City Zipi then click Mew Area gt Bay Area Real Estate Information Services RE InfoLink E34 Max amp EBRD MLS Combined Data E San Francisco Multiple Listing Service E MetroList Sacramenta E 4 Counties da Sonoma E 4 Cities o Town of Sonoma E 74 MLS Areas fis SR Main 3 ZIP code E E RENFO 4 Counties 3 Cities TY MLS Areas 74 ZIP code E MAX EBRD Y Counties y Cities A C d vemm nil Close The left side will list Each MLS you are authorized to access within each MLS will be a folder for Area Types available for each MLS under each Area Type will be the Saved Areas if any you have created for each Area Type All folders and lists will be expanded when the window is opened Click on the minus sign next to a folder to collapse it hide its contents click on the plus sign to display the contents i My Areas Editor Right click on any item in the left hand pane for To add a new search Right click on a
18. then the listing broker is probably getting 3 as well Average Marketing Time AMT Measures the average number of weeks needed to get listings under contract It is an indirect measure of your agents ability to price listings well in the competitive marketplace Closed to List Ratio C L Measures the number of listings that successfully close relative to the number that were taken over the last 12 complete months on a percentage basis This is a direct measure of your agents ability to price listings well in the competitive marketplace Transactions to List Ratio T L Measures the total number of closed transactions versus the number of listings that were taken over the last 12 complete months on a percentage basis 45 OTerradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Inventory Provides an inventory management tool that allows office managers to monitor active listings from a DOM aging perspective Highlighted row is the agent of focus The horizontal axis depicts Days on Market DOM The vertical axis depicts Price The slider controls allow the user to manipulate the chart area Solid color symbols A 0 E represent listings that have experienced one or more price reductions The mouse pointer placed on a chart symbol invokes a tool tip that displa
19. transactions and the commission amount used in the calculation is from the Options Financial information 15 OTerradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Monitor Performance This is where company goals and objectives are input into the BrokerMetrics system These are the key operating metrics that will be measured and closely tracked throughout the system i e agent analysis office analysis enterprise analysis recruiting etc They are chosen because small improvements to these metrics pay large dividends to the company s bottom line Options E E ES Select an office trom the list to adjust any ofthe values for that office Enterprise Defaults Enter office goals Return On Revenue ROR MT Yo Desk Cost Coverage DCC 2000 Yo Selling Office Commission SOC 265 Average Marketing Time AIT l weeks Closed To List Ratio C L so Transactions To List Ratio T L 15 one decimal place Input operating metrics that if achieved would bring substantial financial benefits to the firm Use the Performance Management capabilities of BrokerMetrics to measure these objectives over time for compliance OK Cancel Metrics and Ratios in the Monitor Performance Tab Return on Revenue ROR Percentage of GCI revenue that is Ne
20. 000 32 500 000 30 000 000 27 500 000 25 000 000 a 22 500 000 a E 20 000 000 E 17 500 000 15 000 000 12 500 000 10 000 000 x ES Unit and dollar volume ae un changes for the subject sell agent on a PTM vs LTM 2 500 000 basis 0 BList Sell E Lists E Sell Total Trend Total Trend CLEN im J as J mag Pms J LTM Ls UNETTEND 308 0 133 5 30 226 780 561 183 042 978 43 737 583 Apr ot mL 0 A sw 840 000 aa 480 000 ELI o EE aw 320 000 Mar 2007 20 543 650 i 5 884 500 26 428 150 Feb 2007 2 13 143 000 E 4 686 500 30 5 17 829 500 Jan 2007 16 044 192 2 230 000 18 274 192 Dec 2006 14 071 800 20 1 453 500 15 525 300 Nov 2006 21 709 750 i 4 052 255 i 25 762 005 Oct 2006 27 215 950 6 877 900 34 093 850 331 857 051 i 77 966 488 i 409 823 539 View data for 12 or 24 full months Blue trend line shows whether the agent s production has been trending upward or downward over the chosen time interval Red line shows the agent s average sold Volume or Units per month over the selected time period 24 month view includes a grid displaying the unit and dollar volume changes for the subject agent on an LTM vs PTM basis 57 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U
21. 13 718 500 220 13 531 000 27 249 500 10 619 307 93 987 Office Breakdown p ques 1585 102 646 800 120 5 76 564 950 179 211 750 66 4 265 946 61 7 64 0 X eee moran 10 662 000 a 662 000 03 220 667 02 02 mna m s 0 0 0 10 196090 1 109000 03 353333 02 04 re unu 70 4 131 000 Le 8 287 000 12 368 000 0 3 164 907 e 40 2 019 000 passo 4 554 000 01 67 970 or L 0 0 D 587 D00 587 000 0 1 73 375 0 2 02 UM a a a s aa 028 a 08 515 217 38 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Inventory Provides an at a glance view of current listings on a Volume or Units basis This visual inventory management tool allows office managers to monitor active listings from a DOM aging perspective The horizontal axis depicts Days on Market DOM The vertical axis depicts Price The slider controls allow the user to manipulate the chart area Solid color symbols A 6 B represent listings that have experienced one or more price reductions The mouse pointer placed on a chart symbol invokes a tool tip that displays agent name property address DOM price and the number of price reductions Underlying record information is accessed and displayed via the BrokerMetrics right mouse clic
22. 2 Only show offices withitotal volume greater than or equal to hr 000000 BAREIS ZBEST Best Real Estate 9925 San Pa 565 000 0 BAREIS CCESAR Best Way Real Estate Inc 97 Dobbins S Vacaville 95688 9 9 682 350 BAREIS DBETWWC Better Homes 1511 Treat Bl Walnut 94598 3 1 520 000 BAREIS DBETTIC Better Homes amp lamo 1451 Danville amp lamo 94507 2 1 502 900 BAREIS CBETHOM Better Homes Realty 3000 Delta F amp ntioch 94509 4 5 314 000 BAREIS ZBETHOME Better Homes Realty 1451 Danville 0 485 000 BAREIS DBETHOM Better Homes Realty 6652 Alhamb Martinez 94553 2 520 000 BAREIS KHOSAL Better Homes Realty 202 Beechnu Hercules 94547 1 715 950 BAREIS DBETTHM Better Homes Realty 2958 D treat Concord 34518 1 410 000 BAREIS DBETTER Better Homes Realty 120 A Spring Vallejo 94581 8 26 065 404 BAREIS CBTRHM Better Homes Realty 12702 Roadr Penn V 95946 0 320 000 BAREIS DBETTER2 Better Homes Realty Emery Bay 5610 Bay St Emeryville 94608 3 645 000 BAREIS 3433 Broad Americ 94503 E no 320 est Ukiah 21 Potter V 3 0 c Beverh ders Realty Co 1772 S Main llits 95490 48 8 115 500 BAREIS ABEYOND Beyond Value 3001 Bridge Sausalito 94965 650 000 BAREIS BBIGO1 Big Oak Realty amp Investment PO Box 11364 Santa R
23. 26 BYYIND Windermere Wine Country 3333 Mendocino Ave 210 Santa Rosa CA 95403 Sonoma 74 41 896 013 66 40 821 34 27 BPURO2 Pacific Union Coralee Bark 900 College Ave Santa Rosa CA 95404 Sonoma 92 52 847 335 54 2953129 28 4PURBO1 Pacific Union GMAC Real E 60 Belvedere Drive Mill Valley CA 94941 Marin g 57 53 084 10 29 EMORLNO4 Morgan Lane Re Yountville 6795 Washington St Yountville CA 94599 Napa en re 49 40 928 90 o cum Lan caca codo 0 amodo 4c 2nconnen 20 24042 cnC 8 740 52865519 8 593 5 198 656 67 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Market Share Trends Measures market share units dollar volume and their percentages over time 12 Month Rolling Period View Chart lt s Market Share Ea File Tools Search Preferences Window Help ATINADA Totals Trends Coverage Annualized volume Views Volume 8 q Mose RN Sold Total 12 Month Rolling Period The Custom Market Share 465 set under consideration 450 The 12 Month Rolling Period chart 436 1 shows the direction over time 420 405 390 m a 375 m Soe 360 4 345 ae 330 315 4 E 300 285 a 270 4 u 255 A Santa Rosa 240 Guerneville 225
24. 60 000 3 900 Peterson R 05 18 2007 149 7 Expired Listings Zoom ___Aasress type ora ree sm pne soc satus eo sa uem cote onma vom 286 Thompson RESI 800 000 3 800 000 25 2 Andresen N 05 21 2007 36 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL My Market Provides the office manager with real time comparison view of how their office is performing relative to the competition with any prescribed geographical area s A One time setup is required see the My Market Setup Wizard Select the desired view directly from the picklist or navigate through the views by clicking the Next or Previous buttons on either side of the picklist The underlying record information is available via a right mouse click Three New Activity views 1 31 days back Peles File Tools Search Preferences Window Help jajajaj aj ala My Hotsheet My Market Inventory Office Production Agent Production Transaction Coverage V Activity in the last 14 day s IV Show Percentages New Activity Listings h a _ __ Qu New Activity Listings E New Activity Accepted Offers New Activity Closings Units C volume 15 1 2 Market Share Active 14 1 Market Share Acce
25. AE NEC CM ARAN gt MI UNID A Agents z eo o mee BSADd Remove Date Range Last 12 Months Price Range 000 to DoD E 006 to 2 28 2007 Minimum 500 Maximum 000 Minimum Y Maximum z Construction Type New Construction Resale 52 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Agent Name Search Save Is Search BAREIS kd AlMS m Residential Residential Condo Coop Cther Farms Ranches Mobile Floating Home Mobile Home Floating Horne Lots amp Land Residential Commercial Acreage Last 12 Months AA theron 53 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI Cs OFFICE USER MANUAL Enter all or part of a name to find the individual agents Select Agents REMOVE 54 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Recruiting Search Results All agents displayed meet the search criteria only agents that meet the search criteria are displayed They are ranked by their Total Volume productio
26. BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Three vertical lines on the chart depict critical DOM milestones for reference purposes 1 The green line represents the 45 day DOM progression point Any listing that goes by this key date could have been priced with more precision and should be monitored from a price reduction perspective An open symbol L1 indicates the sellers are staying put while a solid symbol Bl indicates they are trying to find the market with a price reduction The ye low line represents the 90 day DOM progression point Any listing that goes by this key date could have been priced with much more precision and should be monitored from a price reduction perspective An open symbol L1 indicates the sellers are staying put while a solid symbol Bl indicates they are trying to find the market with a price reduction The red line represents the 180 day DOM progression point Any listing that goes by this key date could have been priced with significantly more precision and should be monitored from a price reduction perspective An open symbol O indicates the sellers are staying put while a solid symbol Bl indicates they are trying to find the market with a price reduction 40 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that i
27. Click OK when you see this message Success o x 1 The new area group North Bay has been created The new saved area will be listed in the Area Type picklist on all search screens 18 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL New Saved Area Search Screen After you ve selected an Area Type and made your area selections on any search screen click on the Save button Area Type ZIP code E Add m Remove specify a name for this area 9 Area name ey Santa Rosa Zipz Cancel Click OK when you see this message success 09 1 The new area group Santa Rosa Zips has been created The new saved area will be listed in the Area Type picklist on all search screens To make changes to a Saved Area right click on the Area Name then on Delete or Rename To add or remove selections included in the Saved Area click on the Add or Remove buttons Rename a Saved Area Click on My Areas on the Preferences Menu Right click on the saved area you wish to rename and click on Rename Area Enter the new name and click OK Specify a name for this area 9 Area name t santa Rosa Zip Codes T My Areas Editor Right click on any item in the left hand pane for a list of To add a new search Right clic
28. F Eg Options Copyright 2001 2000 Terradatum BrokerMetrics Recommended Installation for our Platform Brat irritar they rekrei rar criada wee ara by Caro on Fc Coppa 00 waa Parodi core Available Installers Platform includes Java vM Instructions gt B Windows Downicad 17 3M Wian 6 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL 4 Click on Next I BrokerMetrics Introduction InstallAnywhere will quide you through the installation of BrokerMetrics A Introduction Itis strongly recommended that you quit all programs before continuing with this installation Pre Installation Summary eue the Next button to proceed to the next screen If you want to change installing something on a previous screen click the Previous button 8 install Complete You may cancel this installation at any time by clicking the Cancel button InstallAnywhere by Zero G Cancel 5 Click on Next Yi BrokerMetrics Choose Install Folder i MECA Where Would You Like to Install A Choose Install Folder CaProgram Files BrokerMetrics Restore Default Folder Choose B installing 8 install Complete InstallAnywhere by Zero G Cancel Previous i 7 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products
29. Inc 18911 Lambert 7906 Fox Hollo 755 Baywood 2614 Springs Rd 17870 Castleto Sonora Windsor Vallejo City of Indust BASK ASK Realty 3990 Kamuela Rd 3260 Blume Dr 1169 Broadway Sebastopol Richmond E ololoi im 0 1 120 000 325 000 125 000 0 1 490 650 1 487 000 1 605 000 Burlingame 1 Save Cancel Office included in the account set up 31 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL To add and edit groups Right click on MLS name and assign a name to add a new group 4 Coverage Groups i T Collapse Heln Right click on group name to delete or rename group Ed Coverage Groups a BAREIS r My Office nil E Sninn Expand Delete Group Rename Group Help Market Share Coverage Setup Right click on any item in the left hand pane for a list of available actions To add a new group Right click on an MLS then click New Group 4 Coverage Groups A 2 BARES F ES P My Office CCOLDA Coldwell Banker 505 Second Str Davis S586 A 900 Banker coasi ES acean ACLBAI7 Highlight office on ACLBA23 Coldwell Banker 50 Enterprise D Rohnert Park 34328 0 O the left side and click ACLBAZI Coldwell Banker 101 M
30. Jajaja x ajo Measure Performance Monitor Performance Reset Actuals Return On Revenue ROR Avg Marketing Time AMT Desk Cost Coverage DCC Actual 11 9 Actual 8 Weeks Actual 174 SSCS eee a Ose NW 5 OO x40 O Company Company Closed to List Ratio C 1 Avg Selling Commission SOC Transactions to List Ratio T L Actual 57 Actual MLS 262 Actual 0 99 1 02 60 96 l True SOC 2 65 Listed Listed Total COE EE CO NEN IC NIE OT NN Actual What If 2 P SelSide sf osa soa esssoC so A 67074 E Sdn Ends 5 List Side 6 388 0 50 6 707 4 Listed 11 120 5 0 0 96 25 11 120 5 5 eae a _Totag soc GC co Aget Desk nes Chg Ch E ees 10 904 370 350 285 288 965 814 80 621 462 208 344 352 46 350 000 34 271 462 Whaif 11176419300 266 296475414 82632856 213542255 46 350 000 36 282 856 2 011 394 To change the numbers Click on the up or down arrows or type a new number into the box and press Enter i l Reset Actuals To reset the variables back to the actual values click the Reset Actuals button at the top right The dotted blue line on the Return on Revenue and Desk Cost Coverage charts represents the minimum target or acceptable value for this metric 91 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is
31. LS un Area Type Morth Bay Counties E y Counties 25 104 Marin 51 134 3 Cities UI Delete H MLS Areas 29 ZIP code y Sublacation O nENFO O MAX EBRD A sims Be sure to click on the Save button before closing the editor 21 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL My Searches Use this feature to create saved searches for the following tools Recruiting Agent Market Share Market Share Totals Market Share Trends Market Growth Market Dynamics Searches may also be saved from the search screens instructions for both methods are included below Click on My Searches on the Preferences menu to display this window My Searches Editor E x Right click on any item in the left hand pane for a list of available actions To add a new search Right click on a Tool then click News Search My Searches BAREIS Recruiting Ea Totals HA Santa Rosa Res E e Trends Sonoma Res Vii Market Growth n Market Dynamics REINFO Recruiting Totals ra Trends hai Market Growth m Market Dynamics BS MAX EBRD i Recruiting amp Totals eg Trends hai Market Growth m Market Dynamics SFMLS Recruiting EH Totals ra Trends Nai Market Growth m Market Dynamics 2 METROLIST Recruiting Total
32. Listed Total COE Listed Sold Actual What If Actual What If 3 Sell Sid 5 0 0 5 388 0 0 0 96 5 6 388 0 ell Side 4 639 5 4 639 5 List Sid 0 0 0 95 25d 11 120 5 0 0 96 25 11 120 5 ist Side 6 388 0 6 388 0 10 904 370 350 288 965 814 80 621 462 208 344 352 46 350 000 34 271 462 10 904 370 350 288 965 814 80 621 462 208 344 352 46 350 000 34 271 462 Provides a snapshot view of how efficiently your enterprise is operating and allows you to project the effects of incremental changes in key financial and transaction elements As you make changes by operating the spinners up or down the resulting changes will be reflected in the What If row at the bottom of the page The Actual What If summary grid shows the effects of changing one or more variables For example increasing the Sold by 5 in the Closed to List Ratio section increases the Total GCI Agent and Co increasing the Net by 3 796 Return on Revenue ROR and Desk Cost Coverage DCC are improved as well display the new What If values for these metrics by holding the mouse pointer over the bar representing Office on the respective charts 90 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Performance Management E O xl File Tools Search Preferences Window Help
33. Location Setup ES Setting Up Office Locations To add a new group of offices click New To change the name of a group click Rename To delete a group click on the name of the group and then Delete To add to an existing group click on the name of the group and then Add To remove an office from a group click on the office name and then Remove MLS BAREIS m Office Groups mu 4 Sarta Rosa 2 Sarta Rosa 25401 ms as RUE mmm ia Sarta Rosa 3 AA NIE GE CER None 85401 1 misa TET Pw uma N SartaRosa 95400 i o Lamum US Rumes mama SertaRiosa 95401 12 LE ma un NNUS UE Sertafiosa 95401 11 e LF a eis SertaRosa 95401 Ji Ean MI uro mba SantaRosa 25401 2 Lawn a mirra Soria Rosa 95401 3 Wira hanini arias SadaRosa 95400 2 bum Pau Cumes EE NEUES SertaRosa 95401 1 PT raw Rasa me lemme SertaRosa 95401 6 oc eta m Fia a SertaRose 95401 2 SRAOM oppo Pm ume Seria Rosa 95401 16 Percentage of records with valid cities and zip codes 94 7 Export list of exceptions 30 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Market Share Coverage Setup Allows the user to create market service area groups of their office s or prime competi
34. Preferences Menu Click on the search you wish to change E save this search Click on the Save this Search button at the bottom of the window Click on the OK button when this message is displayed success 0x 1 1 The search Bay Area Recruiting has been saved Modify a Saved Search Search Screen After a saved search has been selected on a search screen changing any of the criteria will activate the Save this Search button Click on the button to display this window Specify a name for this search My Search name A RES er een You may either click OK to save the revised criteria under the same name or enter a different name to save the revised criteria as a new search the old search will remain intact with the original set of criteria Delete a Saved Search Click on My Searches on the Preferences Menu Right click on the saved search you wish to delete and click on Delete Search 4 My Searches El l BAREIS E i Recruiting up Bay Area Reprise E EH Totals EE Up Santa Rosa es Rename Search E eg Trends Help uP Sonoma Res Confirm the deletion by clicking on Yes Are you sure x PN Are vou sure you want to delete Bay rea Recruiting Click OK when you see this message success 1 j The search Bay Area Recruiting has been deleted 26 OTerradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology tha
35. Santa Rosa CPS Property Advocates 5250 State Farm Drive Rohnert Park Westgate Realty 221 Petaluma REM AX North Bay Realty 5550 State Farm Dr Ste B Rohnert Park Home Sellers Realty 6650 Commerce Blvd 24 Rohnert Park Non member Office none Santa Rosa 6601 Commerce Blvd Rohnert Park Century 21 Classic Properties Frank Howard Allen Novato 915 Diablo Avenue Novato Creative Property Services 3209 Cleveland Ave Santa Rosa Assist 2 Sell D Land Realty 6050 Commerce Blvd Ste 104 Rohnert Park Coldwell Banker San Rafael 711 Grand Avenue San Rafael Frank Howard Allen Santa Rosa 450 Mission Blvd Santa Rosa TUL eT M idi M Tu ass da TED4a M bet bea set dum mi HU anm bid id i TERT Inge rem LH a Lhi Tr Ick IM 4 TN Lhi di zhi 1 LO 341 M Add Remove Cancel Move an office from the list on the left into the selection window on the right Tip Click on the Name column header to sort the offices alphabetically then select groups of offices from the same company Give the office grouping a meaningful and easy to remember name Click OK and repeat the process until all the relevant competitor groups have been built Step 5 Click Exit to leave the wizard and save the My Market grouping PF Set Up My Competitors To add a new competitor click on Add 4 competitor is a group of one or mor
36. Santa Rosa 95403 Sonoma 289 149 832 477 215 111 409 156 Frank Howard Allen Sa 700 Fifth Ave San Rafael 94901 Marin 182 135 061 100 119 99 050 800 10 999999 Non member Office none Santa Rosa 95401 Sonoma 0 0 351 230 700 775 APURB02 Pacific Union GMAC Rea 189 Sir Francis Drake Bl Greenbrae CA 94904 Marin 144 128 544 445 111 93 189 055 12 amp ALLN10O Frank Howard Allen Gree 511 Sir Francis Drake Blvd Greenbrae CA 94904 Marin 147 116 547 750 125 101 635 525 13 CA 95401 Sonoma 235 109 885 054 221 106 836 254 14 BCLDO1 Coldwell Banker Deanza 800 Broadway Sonoma CA 95476 Sonoma 175 113 911 992 150 97 697 700 17 BAINE Century 21 Wine Country 561 Broadway Ste A Sonoma CA 95476 Sonoma 129 73 972 025 130 72 810 200 19 4CLB404 Coldwell Banker San Rafael 711 Grand Avenue San Ratael CA 94901 Marin 112 79 951 650 78 51 989 744 20 4SOTHO2 Sothebys International Rea 25 East Napa St Sonoma CA 95476 Sonoma 49 58 152 000 B 72 506 250 21 BPURO1 Pacific Union GMAC Real E 640 Broadway Sonoma CA 95476 Sonoma 69 75 552 000 56 53 555 235 23 BHURO1 Hurd Real Estate 1401 Fourth Street Santa Rosa CA 95404 Sonoma 131 65 295 557 82 44 844 54 24 amp CLBA21 Coldwell Banker Sebastopol 101 Morris Street Ste 101 Sebastopol CA 95472 Sonoma 106 54 506 587 107 55 595 626 25 BPURO3 Pacific Union GMAC Real E 1508 Main St St Helena CA 94574 Napa 48 51055011 51 4313345
37. Search Results Last 12 Mos All MLS k o For the time period specified in the search criteria o For the previous 12 months 62 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Market Share Searches Provides production measurements for all offices brokerages Custom Market Share CMS or Market Share Coverage sets e g companies amp brands within the MLS using any criteria the user desires Three different market share functions Totals Trends Coverage will be accessed via individual tabs You can toggle back and forth to all three report views by navigating between tabs My Office Jie Search Preferences Mn E My Office i ge Agent Analysts f My H Recruiting i F Market Share hilt Market Growth L Edil Market Dynamics l EN Pricing Analysis a Performance Management Fie Toole Search Preferences Window Help alae 63 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Market Share Totals Traditional market share measurements by Volume or Units Search Screen Property and Area Types mirror your MLS Date Range 24 months of dat
38. do they meet your standards Use the Spinners to determine what the recruit s last 12 months MLS production would have meant to your office o Factor in their true desk cost i e assistants o What commission split are they asking for Now look at the Actual Net column to see what it would have meant to your office Recruiting gin o X File Tools Search Preferences Window Help o Ajejs s a Lo vc Aca sevens y ceros Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Growth Analysis FEM Agent Hame Jane Agent ABC Realty 123 Main Street Anytown CA95432 Data reflects the last 12 months All MLS Reset Actuals Return On Revenue ROR Avg Marketing Time AMT Desk Cost Coverage DCC A Actual 17 3 Actual 7 Weeks Actual 263 El 6 8 9 10 0t Weeks O N QO d A Om N O Actual Desk Count Commission Splits Transactions to List Ratio T L Actual 75 r 75 What i tejer Company 96 Actual 1 38 Recruit s a good 27 9 Closed to List Ratio C L 279 f 27 9 Avg Commission Side i Derived from MLS Data 2 97 Input from company financials j Listed Total COE Listed Sold via Options 265 Sell Side 5 0 503 soaa sof 5024 2553 2 List Side 8620 603 Listed 8 0 8 03 ci of about 170 000 and broker keeps abc Lo meas ave commission s cr Y cos asems vess ies N som ene Idus 6402
39. g Excel if desired Market Share 2 ign File Tools Search Preferences Window Help B amp B c Ba kd Totals Trends Coverage Click on any row to change it from red to black aon O or vice versa The red rows will be plotted on the charts the default selection is the top ten Total Volume m S Al Reus Selected Rows Address Columns excluding Non member Office Jlofficem Mame Address City J State J Zip County Liste List J seng Seng 1 ECBBV Coldwell Banker B of V 1775 Lincoln Ave Mapa CA 94558 Mapa 450 286 07 018 375 230 923 774 ACLBA13 Coldwell Banker Santa 600 Bicentennial Way Su SantaRosa CA 95403 Sonoma 465 BC2124 Century 21 Alliance 1057 College Ave Santa Rosa CA 95404 Sonoma 439 211 536 912 352 149 244 914 BCRE04 _ Creative Property Servi 831 4Th St Santa Rosa CA 95404 Sonoma 366 178 701 310 356 173 893 48 EREMXHV RE MAX Napa Valley 780 Trancas Napa CA 94558 Napa 305 187 547 750 215 134 184 542 Frank Howard Allen Sa 460 Mission Blvd Santa Rosa 95409 Sonoma 272 151 648 953 212 118 811 358 Frank Howard Allen So 470 First St East Sonoma 95476 Sonoma 194 128 622 658 205 140 698 18 Creative Property Servi 3209 Cleveland Ave
40. offices from which you may create your competitor groups Click Continue to proceed to the next step IV Residential Area Type Ls Areas v Residential V Condo Coop Other Y Farms Ranches 7 Multi Unit 2 4 v Multi Unit 2 4 Choices Selected Tomales 24 4 2800 Petaluma 14 B0900 Petaluma East 1647 Mutti Unit 5 B0100 Northwest Santa Rosa 339 T Multi Unit 5 Northeast Santa Rosa 4021 T commercial Southwest Santa Rosa 1 ec y Southeast Santa Rosa 2291 Add z Office Healdsburg 1242 it d Industrial Windsor 1544 Research amp Develop Russian River 1716 lt lt Remove Mixed Use Sebastopol 1544 FF Warehouse Petaluma West 1341 Retail y 3 Add 3 Remove EMIR ld de 0 Pennarove 250 pem Sonoma 2789 Coastal Sonoma 418 ESPESA PRLS g gum Click Continue after your property type and area selections have been made Note You may change your property type or geographic areas as conditions warrant Redefine My Market but be aware that this will require going through the entire setup process again Step 4 Choose the competitor offices that you would like to compare to your office My Office Begin by clicking Add which will present a list of offices in descending order by dollar volume production relative to the property types and geographic areas that you chose LS Set Up My Competitors To
41. property is indicated on the vertical red line which shows how the property fits within the distribution curve If a suggested price was not entered the vertical red line will indicate the median price of all properties that meet the search criteria Pricing Analysis E ni x File Tools Search Preferences Window Help sjala si ale Bes mj Step 4 Pricing Distribution provides a visual representation of Price Distribution where the subject property s price point lies within the fair market range of properties that have the same basic features i e property type area 70 4 bedrooms and bathrooms Look at the chart from a vertical perspective blue node to green node to red node to understand the information that it contains place the mouse pointer over each node to see the figures 865 Suggested or Median Price The blue line represents the number of properties that were 60 listed within each segment during the last 12 months It is thus a direct indicator of the overall size of any given segment The green line represents the number of properties that sold within each segment during the last 12 months It is thus a direct indicator of the sales strength of any given segment 50 4 The red line represents the number of properties that are currently active within each segment It is thus a direct 45 indicator of the competition that will be faced by any new listing coming into the market withi
42. sales potential i e whether the market has reasonable size and strength A small inventory supply indicates that a well priced property would sell quickly a large supply indicates a longer sales cycle Pricing Analysis Search Screen Property types and area types mirror your MLS system Bedroom and bathroom criteria are available Any price range can be used Suggested Price Enter the suggested price in the text box provided This input is not required however entering a suggested price will help you focus the search results more precisely If a Suggested Price is not entered the Median Price of all properties meeting the search criteria will be used E Clear ai Search MLS BAREIS Mi Property Types Area Type Select an Area Type Single Family Condo Coop FarmsiRanches Mabile Floatinig Home Mobile Home Floating Home Lots amp Land Residential Commercial PS Acreage n Remove Bedrooms 0 B 86 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Results Analyzing the results of a Pricing Analysis search is a two step process Step 1 Price Distribution The Price Distribution chart displays the last 12 months price distributions overlaid with current inventory The suggested price of the subject
43. that is the subject of one or more pending U S Patent applications BROKERMETRI cs OFFICE USER MANUAL Display properties sold within the last 12 6 default or 3 months or within the previous one month by clicking the radio buttons above the grid The Sales Rate and MSI will recalculate accordingly Hide properties that have had one or more price reduction s by clicking the checkbox at the right above the grid m Use the red slider bar to tighten up the pricing window place the mouse pointer on one end of the slider click hold and move the slider 89 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Performance Management The Performance Management tool consists of two tabbed sections Measure Performance Monitor Performance Measure Performance Performance Management B al o x Fie Tools Search Preferences Window Help jajaja aj Paja Measure Performance Monitor Performance Reset Actuals Return On Revenue ROR Avg Marketing Time AMT Desk Cost Coverage DCC Actual 11 9 Actual 8 Weeks Actual 174 O 2 NW A OU ddngOG 0 0o Company Company Closed to List Ratio C L Avg Selling Commission SOC Transactions to List Ratio T L Actual 5796 57 24 Actual MLS 262 Actual 0 99 0 99 True SOC 2 65 T P Eee aen
44. the Name column header to sort the offices alphabetically then select groups of offices from the same company Click on the Save button to add the selected offices to the group lick on the Close button to exit set up 32 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL My Market Setup Wizard Allows the user to define a market service area and identify prime competitors for real time comparison tracking Step 1 Identify your office s service area by type by reviewing the information on the My Office Transaction Coverage tab AA iBi xi File Tools Search Preferences Window Help jajajaj aj Pala My Hotsheet My Market Inventory Office Production Agent Production Period YTD 1 1 2007 to 5 25 2007 MLS Areas w Sold C Active go Y Show Percentages Units volume Total 25 000 000 22 500 000 20 000 000 28 54 17 500 000 4 p E 15 000 000 4 3 12 500 000 F 10 000 000 4 10 42 7 500 000 4 7 03 5 000 000 5 54 SSS 2 97 2 500 000 1 79 1 51 1 45 1 38 9i ad m Ss B0900 B1000 B1100 B0100 B0200 B1300 B0800 FO7OO B0300 B1200 Petaluma Petaluma Cotati Rohn Northwest Northeast Sonoma Sebastopol North Southwest Penngrove East West ert Park Santa Rosa Santa Rosa Santa Rosa MLS A
45. the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Monitor Performance Df x File Tools Search Preferences Window Help ajajaj a Palo Month To Month 12 Month Rollling Desk Cost Coverage DCC Ready Allows you to measure the performance of your enterprise against the goals you have established The dashed red lines represent the annual goals The dotted blue lines on ROR and DCC represent the minimum target acceptable values for these metrics Depending on the radio button that is selected above the charts the green lines on each chart display either Monthly totals for the previous twelve months Month To Month OR Annual totals for the previous twelve months 12 Month Rolling For example if the 12 Month Rolling radio button is selected at the top of the chart the data point for Feb 07 on the Average Marketing Time chart represents the average number of days on market for all properties during the period March 1 2006 through February 28 2007 If the Month To Month radio button is selected the time period represented is February 1 through 28 2007 92 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Exports BrokerMetrics allows you to export data from many
46. to display the list of offices 2 Highlight the desired offices and move them into the right hand pane 3 Name the group and then click on the OK button When all of the desired groups have been built and added to the set click on the Close button to exit the setup function The sets will appear in the drop down pick list of Types on the search screen s Search l Ea Custom je Clear E Save this Search E Search ML S BAREIS vpe Office Select My Search Office L 6 so E Property Types a IE HEN BAREIS Sonoma County BAREIS BAREIS Brands F les Aea Type F 29 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Market Growth Office Setup GI S Allows you to create groups of offices so you can see only those offices in which you have an interest from an internal standpoint or a competitive standpoint Only offices with valid cities and zip codes will be listed The percentage of offices with valid cities and zip codes is shown below the list Export a list of offices with invalid cities or zip codes so you can follow up with appropriate individuals for corrections Create geographical groupings sort on the City or Zip columns or groups of competitors sort on the Office ID or Name columns Office
47. to get a complete picture of how your offices are situated relative to prevailing market conditions Compare any office s performance relative to these market conditions Visually determine if there are any expansion opportunities available x North America United States California E Pe A Yy E Growth in Volume by ZIP Code 3 100 3 80 to 99 E 60 to 79 C 40 to 59 7 20 to 39 Bl o to 19 Bl negative Growth El Pushpins 3 My Offices 2 Competitor A 2 Competitor B 2 Competitor C 80 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Market Dynamics Allows you to better understand the movement of various market variables over time from both a macro and micro perspective For instance you can view the median price trending for SFD homes over the whole MLS or for a very specific type e g 4 BD homes in Plano Search Screen Property types and area types mirror your MLS system Bedroom and bathroom criteria are available Any price range can be used Time period can cover either 2 Years Monthly or 6 Months Weekly Search Market Dynamics statistics are based on closed MLS transactions Each closing generates one transaction side only MLS BAREIS Select My Search Property Types Area Type Select
48. 0 O X Group A Group C Group B Group D Group E My Office s Group List List seng Sens Total Total y Agent Agent 1 All Other 370 874 919 5985 384125578 14685 755 000 498 254552 zeo 187 2 GowA 3580825 9 5 BOLETO ADO MO 9554 05 os BOLO za o7 3 GopC 4 somo 5 358MIS A IE A TI II 4 GupB 455 SAG ag 5 1s0SI4 Ti5 assess MUI BORO amp as 4 Group 2 5 159099 2 14MBiS 545 GORRA NAO 85 3 ss 34 S Gopt 1d maas n maso 25 238205 os OR as 25 7 MyOffice s 145 5 836500 tMi 5043900 245 448 980 os mso as 12 Totale 779 495910018 779 498 910 818 1 558 995821636 06 379 377 1000 100 0 Right click on the chart or on a row in the grid to view and export the underlying information Office Breakdown for Pisa xc Name list LEC N Total LCD A Eo pw s P r a rae 0 0 0 1 209 000 E 1 209 000 50 375 0 4 04 la no Ng EO 10 490 000 490 000 X 70 000 02 02 p P A m 20 0 11 676 014 D romo 22 245 064 0 6 327 133 86 78 SPS cene 20 913 000 805 000 1 718 000 0 4 156 182 09 06 melee 0 0 0 TIME 1 489 000 0 0 18 808 02 02 Ss m n 0 0 0 525 000 525 000 03 175 000 02 02 SPs m os 0 0 0 852 000 852 000 0 0 20 780 04 03 nor re 75 4227500 d 14 950 150 03 167 979 5 4 53 st Fn 13 0 6 722 500 10 0 Sc emo 11 864 050 0 7 370 752 51 42 Pes E 200
49. 00 462500 11419000 578949 3539 51 so tao 50 385 4 34000 8 49450 3515 450 teo 180 20 125 8053400 asamo 5E5900 68 100 180 60 s S575000 6610975 30Mg 5 352 i45 185 20o 121 38822805 1001450 1991575 199 19 9 14 0 15 5 2 5 15 10 776 950 12 056 500 10 6 Helpful Hint First click on Growth Analysis and then on the Production tab By simply walking down the rows you can view each new agent s production on a monthly basis over the last year 61 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Reports Select multiple reports for multiple agents x Select reports Y Inventory v Production Measure Performance Monitor Performance Select all Print Cancel Exports Export office and personal contact information for all of the agents that met your search criteria or only for certain agents you select s Recruiting File Tools Search Eh Print Preview Print Si Mail as PDF Save as PDF y Export Contact List CAI B Close selected Agent s Overview Grid Office Information Personal Contact Information Right click on an agent s name to view and then export Contact information Agent Contact Information Listings
50. 000 622 500 Sep 06 Listing Detail for Apr 07 xj 73 250 533 500 Oct 06 D TET 530 750 Dec 06 sc Sret wee wes wwe sotanate nom List Agent sen agent _ pi tna 552 750 Jan 07 700 000 B1000 RESI 04 27 2007 Piotrkowski 452 500 Feb 07 Shiloh 2 310 000 B0200 RESI 04 26 2007 Hittenberger 274 525 000 Mar 07 Turnberry 905 000 B1000 RESI 04 25 2007 Ramirez R Apr 07 1909 Catenacci 895 000 50900 RESI 04 23 2007 Cresci S Madrigal 79 950 B1100 MOBL 04 23 2007 Levy R 280 000 B0100 COND 04 20 2007 Peterson R Casa Verde 546 500 B0900 04 20 2007 Totals Averages 277 0 174 312 363 183 5 106 986 850 161 0 88 646 900 3445 195 633 750 550 475 41 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Agent Production Provides the office manager with a view of individual agent production over any desired time period The stacked bars on the chart represent total production the green section represents the list side transactions and the yellow section represents the sell side transactions The median line represents the median total volume production for all agents Manipulate the slider controls to view different groups of agents on the chart
51. 0000 aaa aaa Active Actives E Accepted Avg DOM Aug DUC y rotas 75 901 599 AT 1210099 MA Ready Summary Information A 56 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Production Provides a visual display of the recruit s production through the MLS The last 12 or 24 month views are available using either Volume or Unit measurements List side transactions green are visually separated from sell side transactions ye ow to indicate distribution and overall transaction balance Summary information is provided at the bottom of the table Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired Dec 05 Feb 06 Apr 06 Jun 06 EEO 06 Oct 06 Dec 06 Feb 07 Apr 07 Jun 07 Aug 07 Oct 07 f FE mr Recrinting a Clo us File Tools Search Preferences Window Help asan a so O ARA stow cres V cea cre E Overview I Inventory Production Transaction Coverage Measure Performance Monitor Performance cele Growth nE Agent Name artin Lewy ZH Last 24 months Sold Production All MLS Trend Mo Avg 17 075 981 O Units Volume O 12Mos 2 24 Mos 35 000
52. 03 220 Avg Selling Commission SOC Actual MLS 2 65 c Sc mw PFT Listed Total COE a So E a Sell Side 150 1503 sm o soa 400 003 Listsile 400 4002 rr r Listed 530 s3i03 Listed 530 s3i03 GC cos agents Desk Wet chg Chg 34 227 400 907 026 199 546 707 480 20 400 179 146 y imatr 34227 400 2465 907 026 199 546 707 480 20 400 178 46 00 omes se zu D 2 SPW WO WW OO CO WN NM FO NN nin ND h2 SPAM OD MA 0 l Oo Co Cn Cn IR CO E a T 49 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Monitor Performance The agent s efficiency metrics are displayed on a twelve month moving average line chart so the manager can easily determine if the agent is meeting or moving towards the company goals over time Time frame is the last complete 12 months Each data point is a 12 month average The charts reflect the 12 month moving average of the various performance metrics Goals are displayed using red lines minimum performance targets are dotted blue Highlighted row indicates the agent being viewed Clicking from row to row provides a quick snapshot of each agent s performance lick the i button for an explanation of the metric A
53. 1100 Los Obvos 850 000 713400 1 3 1 1945 2037 97 12 26 2008 RES 5 5611 Blank 733 000 714 000 0 3 0 1972 1 680 127 02 07 2007 RES S 113 Leafy Glade 735 000 715 000 0 4 0 1990 2 546 15 10 20 2006 RES 2283 Vanity Fleet 315000 715 000 4 3 1993 f 8 0929 2701 l RESI 8 3455 Deer Trail 749 777 717 300 J 3 1954 1 713 0 02 20 2007 RE 1515 Branch Cd LE 17 5 7 1998 1 945 EVES Sl RESI S 67 Cotk Robin 719 000 719 000 0 4 2 0 of 778 41 03 02 206 RES S 6479 Timber Springs 739 000 720 000 0 3 3 0 1982 1 334 30 02 16 20 RESI 8 497 Chase 799 000 20 000 4 3 2 14 594 102 03 01 20 RES 5 6542 Vime 793 000 720 000 1 4 3 19 400 9 01 29 201 RES 5 1242 Heartwood 835 000 720 000 2 4 3 0 199 796 114 1012 200 RES S 4407 Hiltew 010 000 720 000 7 3 0 19 1 200 157 10 11 20X RESI 5 4733 Oak Tr i 75 84 900 721 395 0 2 2006 161 10 11 2720 RESI 8 2324 Moonlighl 173500 773 000 J 4 1 19 438 5 02 27 20t RES 5 5040 Cuneo 825 000 724 000 3 3 2 0 1908 100 a 11 of 1 RES S 2129 Falcon Ridge 729 000 724 000 0 4 3 0 1994 130 1 02 23 206 RES 1883 Rennet Meadows 729500 725 000 0 3 2 1 1983 A10 0 12 0 or RES 8 825 Melrose 774 000 725 000 J 4 2 1 1985 036 B 1116201 RESI g 893 Lobelia 749 000 725 000 2 2 0 1982 652 167 03 18 2007 RES S 3941 Park Gardens 825 000 725 000 3 4 3 0 1999 420 137 12 13 206 PES 71 Pi 75 000 725 00 3 2 0 T 3 ps E ne E Eire gt dee e A Le Ready Sales Rate and MSI Months Supply of Invent
54. 38 3 55 5374 70 48 7 08 7388 5288 7322 50 47 8 76 318 000 7148 53 46 98 85 5 474 000 14 011 500 5 537 500 56 14 L a Uu en m A E tolrolrol on R3 eo eo o a om oo tn Pa ca e to HEEL ION 1 494 949 797 963 097 952 2458 841 749 383 Il E gt Ready Scroll to view additional columns Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired Office Breakdown Broker and Custom Market Share searches provides a list of the offices included in each group Use the Grid Controls to show or conceal highlighted rows and address columns Office Detail specific office information Office Listings audit trail down to the individual records 71 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Market Share Coverage Provides a tool that allows the office manager to determine the office s most active market areas for any particular property type or combination of property types The default coverage group My Office will include your office Additional coverage groups can be created in the Preferences menu The report data will be displayed based on the area type selected ee ee
55. 550 285 tases arar 12an temo 29397 ECT IO IE Pes N S89 ARE nza moo 29357 oj wx a eer J 59 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Monitor Performance Looks at the twelve month rolling average of the recruits efficiency metrics to see the consistency of their performance Company goals are displayed using red lines Dotted blue lines are company minimum targets The 12 month moving average is a good indicator of future performance iol x File Tools Search Preferences Window Help ajajajaj sao Cc E mm omnes y om ones recruit s efficiency metrics 12 month moving average Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Growth Analysis aaa their alignment with the company s goals and objectives Jane Agent ABC Realty 123 Main Street Anytown CA95432 Each data point represents 12 months All MLS Desk Cost Coverage DCC 60 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Growth Analysis Automatically calculates the unit and dollar volume changes for any agent in the MLS on an LTM vs P
56. 9 RESI 316 Keller 63 919 000 919 000 33 Lii Lik 20715787 RESI 1208 Wren 42 665 000 665 000 4 lr en 20715867 RESI 1910 Castle 4 839000 339 000 35 Aum 20713715 RESI 617 Mountain View 41 599 000 599 000 Y m 1 Totals 7 041 000 2 333 950 Three vertical lines on the chart depict critical DOM milestones for reference purposes 1 The green line represents the 45 day DOM progression point Any listing that goes by this key date could have been priced with more precision and should be monitored from a price reduction perspective An open symbol L1 indicates the sellers are staying put while a solid symbol Bl indicates they are trying to find the market with a price reduction 2 The yellow line represents the 90 day DOM progression point Any listing that goes by this key date could have been priced with much more precision and should be monitored from a price reduction perspective 46 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL An open symbol O indicates the sellers are staying put while a solid symbol Bl indicates they are trying to find the market with a price reduction 3 The red line represents the 180 day DOM progression point Any listing that goes by this key date could have been priced with significantly more preci
57. Area Tyt f MLS Areas fi SR Main EY ZIP code O RENNFO A MAX EBRD O srMLS A METROLIST 17 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL New Saved Area New Saved Area Preferences Menu X My Areas Editor Click on My Areas on the Preferences Menu o det amet Right click on an Area Type and click on New Area To add a new search Right click on a 9 yp Ed My Areas E BAREIS Enter a name for your area and click OK 7 A c Collapse Specify a name for this area X E Y Cities a Tc ob Help rea Name El Ca MLS i d Morth Bayl Cancel Select the areas from the Areas Selection window x Choices Selected CountiesA Cout Counties A Count Alameda 148 16 35 Contra Costa 1 782 El Dorado 3 Humboldt 42 Lake 6 452 Lake County 1 Mendocino 5 563 Monterey 5 Napa 10 208 Other Calif Counties 844 Add gt Out Of California 27 Placer 12 Sacramento 8765 San Francisco 355 San Joaquin 50 San Mateo 198 Santa Clara 73 Santa Cruz 7 Solano 31 934 Sonoma Yolo 1 053 OK Cancel e Click on a row or multiple rows using Shift Click or Ctrl Click then on Add or Double click on a row to move the selection to the Selected pane Click OK
58. BrokerMetrics Office User Manual June 2008 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications Table of Contents Access amp Customization Features Leere eene ese nana aenea uu uu ua aua ua uuu nen nene nana 4 Minimum System SCO SDS WSs COOP e Co EORUM 4 y EI Pe oO UU IU IA 4 o PES EI iain hate dedi O A 4 FRO SUS scene Pp A neemeoaesouics 5 INSI ETERNI ee ene et ene rem eT eee ee eer ee ee er ee rT eee rer ne 6 HI INN TEN 11 FE 0 fy SS MS napa T TIS 17 MES cue REN TU cea aegis baer sav artes e 17 giras 13 Sn M 14 M nitor Performance A q e O PO OOO CREO O Te ee ere 16 MEI m PEA 17 NOWONET Aliada 18 Rename a Sacro monarca 19 Lol AA O reo EE O E E T E 20 pelele g Saved AlE una diosas 21 Sa ren O nz o EE 22 NEW SI arranca 23 cio E e E ee eee 25 Loa e O E E MN MI DNE mE CEU T DUOE 26 Deleted o pa A o A en 26 Custom Market Share CM5 SC Disraeli 27 Marker GO WU inia Sep GIS eR rc EE EEE F 30 Market Share Coverage Setup P 31 My Market SCI Wizard arisna nie ia EE a add 33 MV OFHEO sis RO Po on M
59. Haag A a Chart form is the default display grid form is accessed via the toggle button File Tools Search Preferences Window Help Print and email functionality is available Multiple report formats are available including o Volume and Units for List side only and Sell side only Total Volume o List Side demonstrates your success in obtaining the highest prices E relative to the original listing price for your sellers List Side e o Sell Side displays your ability to obtain the lowest prices relative to opted the original listing price for your buyers Sell Units g 9 p y y Total List Sell Total List Sell Sold Price vs Original Price List Side i Boi i i Sold Price vz Original Price Sell Side Sold Price VS Original Price List Side and Sell Side Total volume Per Producing Agent Total Units Per Producing Agent Market Share as fries x File Tools search Preferences Window Help B B LX iul 2 Totals Trends Coverage Chart Control Sold Price vs Im C pom 7 Sold Price to Original Price Commission Sold Price vs Original Price List Side By Office 99 5 99 98 5 98 97 5 97 96 5 96 95 5 95 94 5 94 93 5 93 92 5 92 91 5 et 80 5 90 89 5 89 t po GM e prs Rl Diir m Am re Leer bem p desa rae E SP OP Ready 65 Te
60. S Patent applications BROKERMETRICS OFFICE USER MANUAL Transaction Coverage Allows the office manager to pinpoint where potential recruits are most productive The information on this tab will help you spot recruits with the potential to fill the recruiting needs identified with the My Office Transaction Coverage tool Units or Volume displays Sold closed transaction or Active listing coverage can be displayed Any desired time frame may be used The underlying records may be accessed via the right click function Recrinting B X File Tools Search Preferences Windows Help 2249 amp A9 CRANE A O So reos y cou cree Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Growth Analysis ERN Ac jent Hame 1 Martin Levy Century 21 Alliance 1057 College Ove Santa Ros Transaction Geographies 41 MLS 1 2 A iod w 11 1 2008 to 10 31 2007 Cities vl Sold Active Percentages O Units Volume ri 3 e lur ES a L 4 Amp mar eee O 5 Eire ARO weree ug rubor atum j Cah RN pe ris mam 10 Pura par a Cl 11 Stab ree 2 12 haria Cares ua E 14b Pi POSER L 15 mmm Lum 30 I 16 aa EO 25 D 17 mBmumed tm 20 8 81 a SE _ i 4 00 19 ora ar 5 E ES ES us soea 1 95 1 42 1 37 C s Santa Rosa Windsor Healdsburg Petaluma Sebastopol Cloverdale Callstoga Roh
61. TM basis The Growth Analysis tab has been set so that agents new to the MLS will float to the top for easy identification Default settings PTM 0 LTM in descending order of unit production Recruiting File Tools Search Preferences Window Help ajajaje S Ala RA RRA ow ees y coy te Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Growth Analysis Z office Agent AgenHame LIM PIM A a wa ims Pms a ma E 46 19 0 0 0 19 0 12 602 256 O 12 602 256 5 oo ms SB350 ol seso eo oo 80 saso ol 4ESSE OO so oof so ssas 0 ssoss zs 85 zo maoo 32450 230000 28450 1295 nmo 15 os 533 B402550 1430000 4972550 3477 eo 2o 60 300 3522190 821500 2 700690 3288 tao 40 so 250 saoo 2605000 2795000 1073 no so 80 2250 6em 2295450 4508350 1984 8 so 78 1 50 7898000 2780000 439000 1554 120 so 70 1400 S148100 2161450 6966650 384 joo so so 1000 S840000 253489 340500 1343 Cl sas aga 30500 3700900 5421800 1462 In Cl sas id momen mme allot oo o0 37800 5795 000 542300 9 ial mo s as ma 94050 7MB353 1712147 222 o no 890 727 1839000 14326500 3463500 232 160 0 soj s 9335770 6803000 2832770 372 100 120 20 167 S8 5500 8579800 2703400 345 0 125 18 120 5570000 62075
62. Totals Trends Coverage Views Grid Controls Change in Volume ka o All Rows O Selected Rows Clear Selections A QTD 2 Select Address Columns to view address fields Coldwell Banker B of V Hapa 60 37 89 615 950 58 832 050 148 447 000 55 36 31 CokwellBanker SanaRosa ORBITA RA samar MAMLSN sa o REMAX lapa Valley OA RASO GiMISO BORO s Sothebys international Realty 1595 5054859 3R5MAM 3355478 ABR O 69 987 040 36696200 1955330 esoo 3 5AM amp SH 15M985 iu5 42AMARS M3ES SAPO wa aria 39580 SMIZLM 3559 2 pers 2832 29980 Amas aa hz ae 41 254 499 25 565 150 66 819 649 47 62 61 84 40 976 442 25 285 600 66 262 042 27 27 Creative Property Services Century 21 Alliance Frank Howard Allen Santa Rosa Prudential California Realty Mon member Office Creative Property Services Coldwell Banker Deanza Pacific Union GMAC Real Estate REMAX Central Santa Roza Harry amp Sheree Fogel Fine Prop Frank Howard Allen Sonama McBride Realty Pacific Union Coralee Barkela Windermere Wine Country Prop Pacific Union GMAC Real Estate Morgan Lane Century 21 Wine Country Coldwell Banker Sebastopal Morgan Lane Inc Napa CPSiProperty Advocates Hurd Real Estate Morgan Lane REMAX Marth Bay Realty Prudential California Realty REMAX Mapa Valley 12 7 a Ll I 26 03 333 4353 68 36 79 87 4656 38
63. UAL 4 Click the Add button and repeat Steps 2 and 3 above to create as many separate groups of offices as you like When you have finished building all the desired groups and have added them to the set click the Close button to save the set and exit the wizard There is no limit to the number of competitor sets that can be built Create as many sets as you need to accomplish your market research objectives However each set can contain no more than 20 individual groups 5 Custom Market Share CMS Setup 7 Setting Up Comparison Sets To add a new comparison set click on Mew CA comparison set is a group of one or more offices To change the name of a comparison set click Rename To delete a comparison set click on the name of the comparison set and then Delete To add an additional office group to an existing comparison set click on the name of the comparison set and then Add To change the name of an office group click on the office group name and then Rename To add or remove offices from an existing office group click an the office group name and then Edit Ta delete an affice group fram an existing comparison set click an the affice group name and then Delete Comparison Sets Mew Rename Delete Office Groups Elit Rename Delete Sonoma County BAREIS CB BAREIS BAREIS Brands BAREIS Beverly Sanders BAREIS Additional groups are added to the set one at a time repeating these steps 1 Click on the Add button
64. UU As 20 65 96 92 120 14 039 500 vj 13 haere herr ea 100 7232445 100 720245 200 14 454 890 ne 100 14 200 14 054 890 F 14 Rwy Deon bdo y 60 8 355 000 30 5 390 000 90 13 755 000 55 98 47 90 13 755 000 z Overview Provides a list of all agents who meet the search criteria ranked by Total Volume Current Search Results Data based on the search criteria Last 12 Mos All MLS Data reflects all of an agent s transactions over the last 12 full months within the MLS It is the data that is used for the analysis portion of the Recruiting tool Production Transaction Coverage Measure Performance Monitor Performance and Growth Analysis 55 OTerradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Inventory Provides information on the recruit s current book of business The DOM aging information scatter chart can often give insight into the agent s ability to secure listings in the competitive market place at an appropriate price because long DOM listings are tacit admission of the wrong price Recruits can be viewed one by one by clicking on the individual rows Place the mouse pointer on the chart symbol to display basic property amp DOM information Use the BrokerMetrics right mouse click drill down protocol to access the underlying record information Summar
65. We will review three tabs in My Options Financial Tab Goals Tab Monitor Performance Tab 12 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Financial This information is integrated into various tools see below throughout the program it is usually obtained from management reports and or your CFO x User Info Financial f Goals Monitor Performance Select an office from the list to adjust any of the values for that office Office Admin Fee 6 0 96 Monthly Desk Cost 1 750 N including AdMarketing Cost Number of Desks 48 0 Average Commission Side 2 66 Minimum Target Desk Cost Coverage 110 Minimun Target Return on Revenue Retained Dollar 96 220 78 0 96 Using Admin Fee entered above Company Agent Al OK Cancel 1 Place mouse cursor in input box and type the desired value 2 Tab to move between fields or to leave a field this activates the Save Changes button 3 When all desired values have been entered click on the Save Changes button Metrics and Ratios used on the Financial Tab Office Admin Fee The percentage administration fee that the company deducts from the total commission Gross Commission Income or GCI before they split with the agents The user needs to input the appropria
66. a is available Search Types Office Broker or Custom Market Share groups e g Major Brands Status area shows the progress of your search Stop the search at any time by clicking the Cancel button to go back and change the criteria Search Custam MLS BAREIS An ffic Tz Property Types v Residential Residential Condo Coopicther Farms Ranches obileFloating Home C MabileFloating H Mobile Home Flaating Home C Lots amp Land Residential Commercial Acreage Bedrooms Ho 1 Date Range Sold Broker A BARES Prudential BARES REMAX Market Share is available by Office Broker or custom groups allowing you to integrate your personal knowledge of the market into the functionality of the tool All O os Os Last 12 Months Iv tee Santa Rosa Mapa Sonoma San Rafael Select My Search CO Active Full Bathrooms all gH Price Range All Qs Construction Type 64 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Search Results Displayed in two forms chart and grid Toggle between them using the chart and grid buttons Market Share Fie Tools Search Preferences Window Help
67. add a new competitor Click on Add amp competitor is a qroup of one or more offices To make changes to a competitor or to see the list of the offices that are included in a competitor click on the name of that competitor and then on Edit To delete a competitor click on the name of that competitor and then click Remove My Office s 34 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL LOO A M Select Offices To add one or more offices to this competitor click on the desired office and click Add You can also use Shift click and Ctri click followed by clicking Add to select multiple offices and then click Add Only show offices with number of agents greater than or equal to E Only show offices with total volume greater than or equal to fi 000000 Frank Howard Allen Address 905 E Washington St Petaluma Coldwell Banker Petaluma 333 South McDowell Blvd Petaluma CENTURY 21 Bundesen 616 Petaluma IREMAX Marina Realty 775 Baywood Drive Suite 100 Petaluma Prudential California Realty 967 Golf Course Dr Rohnert Park Creative Property Services 831 4Th St Santa Rosa CPS Golden Land Realty 501 E Washington St Petaluma Coldwell Banker Santa Rosa 600 Bicentennial Way Suite 100
68. an Area Type v Residential NI l CondoiCoop Other Farms Ranches C MobileFloating Home Mobile Home Floating Home C Lots amp Land C Residential C Commercial Acreage pP tdi 17 PER a Bedrooms All Full Bathrooms all urs mes jo Bi L 2 3 4 O 5 Inm 7 3 Time Period 2 Years Monthly Pea Range 2 Years Monthly LE Months Weekly Construction Type Search Results This tool measures changes to market conditions over 2 Years Monthly and 6 Months Weekly Market Dynamics File ee Search Preferences Window Help Each view consists of a chart page and a corresponding grid BSAS ae ag Toggle between them using the chart and grid buttons The views are presented on 3 tabs Price Supply Demand and Sales Rate Each chart page is comprised of 3 general areas Chart Controls Chart and Key Information 81 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Chart Page Chart Controls Depending on the information displayed and time period selected in the search some or all of the following features are available on each view Additional Data lla Each chart has a default view which plots the primary data set _ For Sale Under Contract Sold T New Certain charts allow yo
69. and MSI Months Supply of Inventory nnne nne nnn nnns 88 PREM WINOW nara 88 A A toa MP 88 Performance Manage Men iii veadu suas e a a AUR ou SEN NAHE MERERETUR NU ONERIVRR RES PERROS dU ENES EUR 90 Messure Pertormalit re iai la 90 Monter PENMAN irre Tel aai ed e rst Df a d Les i Ont te LI to duin 92 EXPO ES S 93 ii Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications Access Customization Features Minimum System Requirements Before installing the BrokerMetrics software or getting set up it is important to ensure that your system meets the minimum requirements to operate the program and that your PC is configured correctly 1 Check with your system s administrator to confirm that your PC has the following a b C d e Pentium III processor or more recent Windows XP or Windows VISTA as its operating system At least 60Mb of available RAM At least 65Mb of Hard Disk Storage Internet Explorer 4 0 or more recent as its Browser 2 Confirm the appropriate screen resolution f g h The BrokerMetrics program is best viewed with the screen resolution set at 1024 x 768 To confirm that your PC is set appropriately Close or minimize all of your open programs and documents so that your desktop is in view Right mouse click on any open space on the desktop to display a menu and then cl
70. ars Monthly 02 01 06 02 29 08 Right click on any bar to listings or office breakdown Office Breakdown Y Y Enn 2 Year February 06 07 U CC Ces Ces Js xs Ha A we OS Se quw mue MN IM MN Sold 480 000 576 000 96 000 20 00 Sod 0 000 507 628 27 628 5 76 507 628 576 000 68 372 13 47 Sold Jan 08 576 000 20 000 ue s ea e gt e EH m gt Ready Each chart is designed to convey certain specific information You may customize the primary views by utilizing the chart controls described above The Key Information grids below the charts described below help you interpret the data and provide important related information Office and listing information is available by right clicking on a bar or data point on the chart e Click on Listings to view and or export all listings for the month or week depending on search criteria There are separate tabs for each status based on the statuses selected in the chart control panel above the graph e Click on Office Breakdown for a list of the offices that are involved in the data calculations for that specific month or week Right click on a row in the Office Breakdown for Office Detail or Listing Detail o Office Detail provides addresses and contact information for the office o Office Listings displays the listings for that office There are separate tabs for each status based on the statuses selected in the cha
71. complete this will take a few moments V2 BrokerMetrics Installing BrokerMetrics Introduction Choose Install Folder Choose Shortcut Folder Pre Installation Summary Installing Install Complete Installing Java Runtime Environment Install amp nywhere by Zero G Cancel 9 Click on Done BrokerMetrics Install Complete Introduction Congratulations BrokerMetrics has been successfully installed to Choose Install Folder Choose shortcut Folder Pre Installation Summary Press Dane to quit the installer CiProgram FilesiBrakerMetrics Installing Install Complete Install amp nvwhere by Zero G 9 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL 10 Finish by closing your browser 3 BrokerMetrics InstallAnywhere Web Installer Microsoft Internet Explorer ES Edit View Favorites Tools Help ae New ne 9L BEA onan Ctrl 0 _ Search Hz Favorites a Media CO E i Lj id X 3 Edit with Microsoft Office Word 39e lers BrokerMetrics install htm v Go Link No Search Web gO G1 blocked fE AutoFil Options 4 trl Save As Page Setup Print Ctrl P Print Preview Send gt Import and Export l Properties Copyright 2001 2002 Work Offline Terradatum BrokerMetrics Recomme
72. d Petaluma G Display Trend Line Display Listed Volume 5 000 000 4 000 000 3 000 000 2 000 000 1 000 000 D Jun 2006 Jul 2006 Units volume 9 Oct 2006 Months Place the mouse pointer on a chart symbol to highlight the corresponding grid row and display the tooltip Nov 06 List 23 147 300 Nov 2006 Dec 2006 Jan 2007 le 12 Months 7 24 Month Feb 2007 Mar 2007 Month fuiste Listed list Lists Sel seng Tou Totais May 06 40 2 518 000 5 748 500 5 0 3 358 500 2 777 000 1 0 628 000 2 687 500 70 3 987 500 5 464 500 2 459 000 1 833 500 o 1 833 500 2 284 500 1 420 000 1 420 000 3 214 400 1 500 000 1 174 000 2 674 000 Nov 06 Dec 06 Jan 07 Feb 07 Mar 07 Apr 07 2 137 000 889 000 1 503 500 5 551 000 3 251 950 2 203 000 5 0 3 0 2 0 40 3 0 2 0 1 467 000 3 147 900 1 820 000 1 159 500 2 696 500 1 607 000 1 061 500 0 1 351 000 1 467 000 4 498 900 0 3 0 1 820 000 0 1 590 000 1 175 000 1 772 500 1 159 500 4 286 500 2 782 000 2 834 000 Totals Averages 53 0 32 759 850 40 0 23 849 400 15 0 10 378 000 550 34 227 400 48 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent application
73. e LI aa WVwindowe Help B My Options eh Change My Pas wweord e My Areas dis My Searches a Custom Market Share CMS Setup e Market Growth Office Setup GIS SE My Market SetUp Wizard Custom Your office is included in the default coverage v Residential group My Office Single Family Cities Select an rea Type Counties MLS AF amp as v Condo Coop ZIP Codes W Farms Ranches Mobile Floating Home Mobile Home Floating Home Lots amp Land Residential Commercial TT Acreage Date Range YTD 412008 ta fen 32 2008 Make a selection from this list to display the reports by the area types that are available for your MLS Save 72 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Search Results Displayed in two forms chart and grid Toggle between them using the chart and grid buttons i Market Share File Tools Search Preferences Window Help Baus S ae F File Tools Search Preferences VI Chart form is the default display grid form is accessed via the toggle button NIMM Bas dw Print and email functionality is available JJ Totals Trends Coverage Multiple report formats are available including ss eee Views
74. e offices To make changes to a competitor or to see the list of the offices that are included in a competitor click on the name of that competitor and then on Edit To delete a competitor click on the name of that competitor and then click Remove Now whenever you use the My Office tool BrokerMetrics will automatically use the Market Area you defined to compare your office s performance with your pre selected competitors 35 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL My Office The tool that allows the office manager to view his her operations in real time There are six tabs in the My Office tool My Hotsheet My Market Inventory Office Production Agent Production Transaction Coverage My Hotsheet Three at a glance views of current office operating information Inventory Current Active inventory and under contract listings Accepted Offers Goals performance vs plan Picklists allow for different production views Listings Closings GCI and time frames YTD QTD MTD Recent Listing Activity New Listings Accepted Offers Closings and Expired Listings 1 31 days back My Office E mial o x Fie Tools Search Preferences Window Help lajeja Pale My Hotsheet My Market Inventory Office Production Agent Prod
75. e E E E sa eaneoenn tee sina tegrated 66 Ca aa 67 Market Hate Menos asno 68 I2 MoOnt RolIDg Perlod VIEW naaa 68 hallado E on ed Mud d DM MEM I E E ee 68 Cio Mr 69 Comparison Period VIEWS osasista e Cumis A d Puta RU pia bun Rae bd 70 Wi c 70 CVS cesar C EE TI 71 Market Share Coverage xui iid cox isa esee ode cucbg Us Menta cs cali 72 a A Ree lates 73 ee acer variates nus aed a eae Dro Ea me ee aT E M UEM E 73 RR O 74 MACU OWI ad an 15 Market Growth Seach 5 ChEC Mi avreunctakieauhanri tana ae art reat peer deed ecu eun Poe Tdi Aet en i oco OR d 15 Meco Wind 76 EDO ia on ii 78 A O O AN 79 A a oO Hr estane tacetuanauls 80 Market PUMP Ier on PO OPA O O USO o O 81 Seal Scenic oa 81 A 81 Chart P abused OA O O ner oM eer ere 82 Siam OO 82 En A O O 83 EV IMAN atraido tia 84 Pm fi C MONNIT OLMA SR URANO OOO O TET Ue 84 6 Months CWeekly INTO tO iaa adds 84 SA Pal bad 85 O 85 Wil 85 eee EORUM Tn sm 85 A acre ust ache ecco cet ee roe auch ptt ele E aapeca ie eee saan odes eons aero comet 85 Pricing Analysis sasni aa a a a a devewenedeceses 86 PREM ANGIVSIS Seane EE eaan A a A a EE A EAEN 86 Results sit baaa ET 87 Step F l Price DIS Tia COI id ao ia 87 Step 2 Sales Rate Months Supply of Inventory and Pricing Window eseeem m 88 Sales Rate
76. ect Export Choose Market Share Grid This creates a CSV file that you will be able to save to your computer Market share Grid exampleicsv Using this CSV file you can chart just the Listing Side of the market share data if that is what s desired The example pictured above is a named CSV file exported from BrokerMetrics Excel can read the CSV file format To access the data open Excel and in the File pull down menu select Open 93 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Browse on your computer to find the CSV file you created then click Open Once you have opened the file you may need to format the data to create the chart and or data table you desire E Microsoft Excel Market Share Grid example csv Bl ple Edit View Insert Format Tools Data Window Help Adobe PDF D dBH gdi 78a amp 43 8 J90 c amp r 1j Arial 10 BZ UE B H Ss gt 9 9 3E SE XC 9 snagit S window M Open the csv file with Excel Perform any formatting that is necessary mem Then use Excel s charting function to chart the desired data D1 f List D Sell Group List Sell Total Total Agent Agent Mkt 96 1 All Other 3315 758 690 401 3214 724 036 160 6529 1 482 726 561 1 5 336907 36 82 2 RE MAX 1404 343 445 409 1454 357
77. ed above is a named CSV file exported from BrokerMetrics E Li GIS software like Microsoft s MapPoint td can read the CSV file format To access the data open the application e g MapPoint and on the File menu select Open Browse on your computer to find the CSV file you created click Open Once you have opened the file you may need to format the data to create the chart and or data table you desire The example below uses Microsoft s MapPoint E to present the information in the following manner 95 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL North America United States Oregon Cities 30 De r d he Lo BRe Max Volume YTD E 20 000 001 to 30 000 000 E 10 000 001 to 20 000 000 E 5 000 001 to 10 000 000 C 0 to 5 000 000 You can use the software to expand or contract the map overlay various geographical features and format to taste 96 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications
78. een allows you to view hidden columns 76 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Market Growth Percent Grown 5 voume z TH Last Twelve Months Y PTM 3m 45 10 2112 579900 592 000 12 100 4 559 an 2439 635111 611000 24111 95403 266 246 897 346 641 564 80 394 667 462 606 144 2376 519 000 534975 15 975 51 817 690 245 334 89 2665 520 000 539 975 19 975 365 538 173 3246 485 000 4805000 amp 0 283 amp 493 210 4260 525 000 527 000 amp 2 000 D o A 2 73 3032 859 2833 522500 535405 14975 17 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Export Export the information to a csv file for use with a geographic information system GIS such as MapPoint Data is aggregated by the area type specified in the search criteria See areas of high and negative growth as well as areas that have remained static Overlay office locations see Office Location pg 79 as pushpins to get a complete picture o
79. egistration process by opening your internet browser and typing in the following URL provided to you by your training coordinator Have your BrokerMetrics User Name and Password If you have not received either a User Name or a Password or if you have misplaced your User Name or Password check with your Training Coordinator or call the Terradatum Hotline 1 888 212 4793 ext 2 At the BrokerMetrics registration page specifically designed for your firm click on the BrokerMetrics link At the System Requirements page click on Continue to go to the Login page Type in the User Name and Password you received and click on Login que x xe You will now go to a registration page see example below and be asked to provide some basic information e g challenge question and E mail address Fill in the required fields and click on Submit BrokerMetrics registration Verify that your computer meets the minimum requirements Login to begin registering Complete the registration form Email verification Activate your account and download the program user Hame Password Password Verification Forgotten Password Question d Forgotten Password Answer Email Address Email Address Terify Do you have a website Required Field 8 The Registration form will cause the BrokerMetrics system to generate an email to you Wrerrapatum BrokerMetrics Email Verification verify that your computer meets the minimum requir
80. ements Login to begin registering Complete the registration form Email verification Activate your account and do An Email has been sent You have successfully registered An email will arrive shortly containing the link to download and install the software Thank You The Terradatum Team 9 When you receive the email click on the link in the message to begin the installation process 5 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Installation 2 Clicking on the link in the email will bring up a Security Warning dialog box Click on Yes Security Warning Do vou want to install and run Install amp nywhere web Installer signed an 4 30 2003 3 45 PM and distributed by ero G Software Inc Publisher authenticity verified by Thawte Server CA Caution Zero G Software Inc asserts that this content is safe You should only install view this content if you trust zem G Software Inc to make that assertion SIGNED WITH PERMISSIONS Full Permissions Always trust content from Zero G Software Inc B F ArekerMeirics ingiallnyehers Web Installer Micresoll Internet Explorer Flo Eek Wee Favorite Took Help Ow O HA f Ora gram gee 2 A a Ja we iess iB bites venen at o first ade robert fret all her Google wo Pers web A Eibar
81. en 134 699 000 i 2 000 000 bi ipe B 1733 Lynn 123 889 500 D A mmc 421 8th 118 565 000 1 ETE 58 Twin Creeks 117 515 000 D A a 500 D 113 749 900 3 S ia Place the mouse pointer on a a 1703 Poppy 111 467 950 1 d chart symbol to highlight the A STE 80 East Napa 110 69 950 2 1 250 000 n corresponding grid row and m 13 Astoria 110 659 500 3 display the tool tip information A mum B 746 Blair 106 289 000 1 1 000 000 a mg 28 Cherry 101 349 000 o MB A En 507 East D 101 319 000 o MA 750 000 19 Stanley 100 529 500 1 MB A pa 9600 Cherry Ridge 99 999 000 1 500 000 ZI 6 Highridge 88 749 000 1 a E A Ar 5715 Davis 82 659 000 1 250 000 TT 1550 Henry 81 609 000 0 n z A Tepi E 3997 Magnolia 75 687 000 1 E r T T S QNO 100 Kent 75 559 000 2 o 50 100 150 200 250 300 350 400 A 864 Lorna 72 515 000 0 Days ral 434 Matteri 72 710 000 oj ME Open symbol Listing has experienced no price reductions A me 20 Astoria 68 634 000 3 Solid symbol Listing has experienced at least one price reduction Es Pots 4723 Circle B 63 939 950 i ME A ho 625 North State 63 5 655 000 0 seme E 1208 Marque 62 609900 1 A sana 1450 South State 62 3 755 000 0 Active tet 620 Creekside 62 4 410 000 D A n 335 English 60 509 000 0 Soo TT 316 Keller 58 919000 0 A y 725 Lincoln 54 285 000 O Ready 39 O Terradatum 2008 All rights reserved Patent Pending
82. es the averages of what is being measured over the last two 12 week periods PTW represents the average for weeks 13 through 24 and LTW represents the average for weeks 1 through 12 week 1 is the most recent week Current Week Show the averages on how the current week has changed compared to the LTW averages 24 weeks overview i Key Informati 24 weeks overview PTW vs LTW comparison ey Information Cineni Wiek Last 24 Weeks 10 22 07 through 03 31 08 Averages Previous 12 Weeks vs Last 12 Weeks LTW Average vs Current Week 03 31 08 _ Ee A TER TI E Sold 310 000 426 500 116 500 37 58 Sold 346 804 288 146 58 659 16 91 Sold 288 145 426 500 138 355 48 02 84 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI cs OFFICE USER MANUAL Grid Page The grid page displays the data by month or week The grid columns are color coded to the statuses plotted on the corresponding chart Office and listing information is available by right clicking on a row on the grid Click on Office Breakdown for a list of the offices that are involved in the data calculations for that specific month or week Right click on a row in the Office Breakdown for Office Detail or Listing Detail Click on Listings to view the listings that were calculated for that specific month or
83. f how your offices are situated relative to prevailing market conditions Compare any office s performance relative to these market conditions Visually determine if there are any expansion opportunities available x North America United States California Eureka S dd ea Glear Lake 4 DX p Los Angeles El 96 Growth in Volume by ZIP Code E 100 7 80 to 99 E 60 to 79 C 40 to 59 7 20 to 39 B o to 19 Bl negative Growth El Pushpins My Offices Competitor A Competitor B Competitor C Y y y Pacific Ocean 78 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Office Growth Compares the sales volume number of units sold and dollar volume for the offices in the selected areas over two time periods and then calculates the growth or decline between those periods The underlying information has been formatted for GIS export i e listings with invalid zip codes or cities due to misspellings non standard abbreviations etc will not be included in the data set or calculations Information displayed is list side only because it is growth not market share that is being measured Commission information is based on the percentage that is offered to the cooperating broker sell side b
84. for a list of available actions To add a new search Right click on a Tool then click New Search 4 3 platas mus sms Sonoma Land i Recruiting 3 Totals Area Type etx dese py ii Santa Rosa Res Mobile Floating Home T pe obi ia m Mi Market Growth 38 608 Al Market Dynamics Floating Home UN Sonoma Land Y Lots amp Land RENFO Y Residential Recruiting Commercial Totals Trends v Acreage tdi Market Growth Y Agricultural f Market Dynamics x A MAX EBRD Y Other x O srMLs Multi Unit 2 4 x O werROLIST Multi Unit 2 4 pr em Bedrooms Full Bathrooms IV All Of o 0 B m B 3 UNO eram 2 Years Monthly y Frica Range 000 to 000 T onstruction Type Hl C New Construction C Resale a SN of Y E save tris Search M 9 Reset TS d M Then click on Save this Search 23 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL New Search Search Screen After you ve selected the desired criteria Property Types and Areas must be selected click on the Save this Search button at the top of the window Search Select My Search y Residential Y Single Family Cond
85. gent Analysis Ei xl Fie Tools Search Preferences Window Help ajajaj a Paja Overview Inventory Production Measure Performance A kian _ AgentHame 333 South McDowell Blud Petaluma Return On Revenue ROR Desk Cost Coverage DCC hm 10 0 amp ee eee eee eee ee eee lt lt o mo oe d 1 113 J ji at i Average Marketing Time AMT ji i ji zd 13 ra ab i li 211 i Y J 1 4 T T w oo a co d Co Co ho ho b ho ho ho ho gt D w D A N 0 ol mo A N 0 E NN Oo m A ba 50 O Terradatum 2008 All rights reserved Patent nding BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Recruiting Provides 3 easy ways to search for and analyze potential recruits o Agents market share o By office o Byagent name Performs agent level market share calculations Minimum production criteria can be set using volume and or units Recruits can be analyzed from several perspectives inventory production and operational performance Any recruit s last 12 months of MLS production can be viewed as if they had been a member of your office Thus you can determine before any effort is expended what bringing them
86. hart Controls Total Volume Units GIS rket Share DOM Avg Price Commission Producing Agents 425 408 391 374 357 340 323 306 289 272 255 238 221 204 187 170 153 136 119 102 85 68 51 34 17 in Millions Ready Total Volume By Office The Total Volume Units GIS export transfers the underlying record Mkt 0 09 information the data that supports the chart into a csv file that supports GIS mapping capabilities e g Mircosoft MapPoint or ArcView etc Mkt 0 07 Mkt 0 07 Mkt 0 05 Mkt 0 05 Mkt 0 05 Mkt 0 04 Mkt 0 02 Mkt 0 02 Mkt 0 02 Coldwell Century 21 Creative Creative Frank Howard REMAX Prudential McBride Realty Coldwell Hurd Real Banker Santa Alliance Property Property Allen Santa Central Santa California Banker Estate Rosa Services Services Rosa Rosa Realty Sebastopol 95404 95403 MList Sell On the File menu select Export Choose Total Volume Units GIS This creates a CSV file that you will be able to save to your computer Using this CSV file you can chart just the Listing Side of the market share data if that is what s desired This export also creates a CSV file but this time it has GIS handles e g zip codes into the underlying data records As a result GIS mapping software e g MapPoint ArcView can read and display the file information on a map ro Total export example csv The example pictur
87. he modifications to the saved area Click on the OK button when this message is displayed success A 1 The area group North Bay has been updated Modify Saved Areas Search Screen After a saved area has been selected on a search screen changing any of the selected areas will activate the Save button Click on the Save button to display this window Specify a name for this area X 9 Area name ti E P You may either click OK to save the revised areas under the same name or enter a different name to save the revised areas as a new group the old group will remain intact with the original set of areas 20 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Delete a Saved Area Click on My Areas on the Preferences Menu Right click on the saved area you wish to delete and click on Delete Area Rename rea Help Confirm the deletion by clicking on Yes re yousurer x A Are you sure you want to delete Santa Rosa Zip Codes Click OK when you see this message x LA The area group Santa Rosa Zip Codes has been deleted x My Areas Editor l xi Right click on any item in the left hand pane for a list of available actions To add a new search Right click on a Area Type e g City Zip then click New Area My A
88. ick on the Properties option On the dialog box titled Display Properties click on the Settings tab at the top In the lower left hand corner you will see a moveable gauge titled Screen Resolution By depressing your left mouse button and holding it down over the arrow on the gauge drag the arrow to adjust your monitor s screen resolution to 1024 X 768 Click on Apply Your screen will go black for a moment as it resets You may then be asked if you want to keep the new settings Click on Yes and close out the dialog box You are now ready to go through Registration Registration After confirming that your system meets the minimum requirements and is configured appropriately you must complete the BrokerMetrics registration process Prerequisites In order to complete the registration process you must UJ UJ N e Be at a PC on which you are going to use BrokerMetrics Have access to the internet Have access to your email Have your BrokerMetrics User Name and Password If you have not received either a User Name or a Password or if you have misplaced your User Name or Password check with your Training Coordinator or call the Terradatum Hotline 1 888 212 4793 ext 2 Page 4 of 96 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Procedure 1 Start the r
89. include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL 6 Click the On the Desktop radio button then click Next I BrokerMetrics Choose Shortcut Folder i i A intoaucton Where would you like to create product icons Choose Install Folder C In a new Program Group A Choose Shortcut Folder 8 Pre Installation Summary 8 Installing C Inthe Start Menu 8g install Complete C n an existing Program Group C n the Quick Launch Bar C Other Shoc Don t create icons Create Icons for All Users InstallAnywhere by Zero G Cancel Previous Next 7 Click on Install o BrokerMetrics Pre Installation Summary Please Review the Following Before Continuing Product Name Choose Install Folder BrokerMetrics Choose Shortcut Folder A Pre Installation Summary installing 8 install Complete A Introduction Install Folder C Program FilesiBrokerMetrics Shortcut Folder C Documents and Settings irymer H iDesktop Disk Space Information for Installation Target Required 43 848 932 bytes Available 3 845 055 424 bytes InstallAnywhere by Zero G Cancel Previous 8 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL 8 Wait for the installation to
90. k function on a chart symbol The table below the chart contains important DOM information 0 45 days is the optimum range to find active inventory o The Active 9o line in this table indicates the percentage of listings that are in every DOM category Looking at these figures periodically will help the office manager monitor the strategic positioning of the office s inventory o When Contingent or Pending properties are invoked via the checkboxes the relevant periods change to Days Under Contract DUC i x File Tools Search Preferences Window Help als a A Manipulate the sliders to expand My Hotsheet My Market Office Production Agent Production Transaction Coverage Status A geneme Address pom puc Pre wen v Show Active 74 Show Contingent 12 Show Pending 9 CS 360 Creekside 379 500 A TTL 370 Creekside 412 379 500 3 HL 0 Maui 329 419 000 o a 412 412 A TT 1333 McKenzie 268 549 500 2 Inventory Aging mu B 740 Blair 267 280 000 0 PEPER A es 310 Edith 220 649 000 4 eire 730 Blair 178 279 000 1 A A mum E 732 Blair 178 280 000 D ras 173 Park Place 173 289 500 1 i A Ju 1092 Crinella 141 515 000 2 Ex 126 Belle View 660 000 D te 1213 Kathile
91. k on a Area Type e g C 4 My Areas E 2 BARES E Counties Sonoma North Bay y Cities d Town of Sonoma E I MLS Areas f SR Main C3 ZIP code Area Type a 2 REINFO 4 Counties 3 Cities A MLS Areas 9 ZIP code ci MAX EBRD E ibm Aa udaa 19 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Modify a Saved Area Modify Saved Areas Preferences Menu Click on My Areas on the Preferences Menu Click on the area you wish to change i My Areas Editor E x Right click on any item in the left hand pane for a list of available actions To add a new search Right click on a Area Type e g City Zip then click New Area Eg My Areas a 2 BAREIS y Counties Sonoma Area Type North Bay Counties y Cem es Count 16 951 Napa 10 208 E y Cities To Town of Sonoma E 9 MLS Areas f SR Main 9 ZIP code a 2 REINFO 4 Counties 3 Cities A MLS Areas 9 ZIP code E MAX EBRD 4 Counties Da Chian ba L3 of 3 Add 8 Remove Make the desired changes Click on a row then on Remove to delete the area from the group and or Click on Add to display the Area Selection window Be sure to click the Save button when you ve completed t
92. le Search Preferences Window Help Trends T Coverage Views Grid Controls Annualized volume Al Al Rows 2 Selected Rows C ume rt rere oeny sep J Aur JL ur ECT All Other 10 3 1 194 324 526 10 426 913 619 11 228 034 731 11 976 914547 12 597 117 731 12 932 582 378 Hapa 316 671 276 351 353 166 362 801 516 377 870 216 388 121 619 Santa Rosa mises 26 95 314 559 264 401 007 299 106 640 328 456 660 348 296 560 370 847 820 Guerneville Ww 15 2 20 703 036 115 268 340 126 400 350 134 740 076 146 863 226 153 841 026 Rohnert Park XA FE tij Breakdown for Napa Ed 123 681 999 sonome rs 50 605 840 HE Em e U Ot Se amago OO i O En cm amna M O Aene DJ A E 220723 15 812 300 15 417 800 18 352 900 A55 2371853 22 783 503 21 817 823 390577 MAAZA IA Des aT Oe r 358107 M5 263 50J33 265455 83 AXES URS 00 605 000 50 965 800 20 905 650 Aao ada 100 084 000 25 015 500 237500 201 000 3 201 000 178 000 3 758 000 3XI5 amp O00 aaa 5357 300 The All Other group contains all offices that were not included in one of the custom groups 215 674 276 354 352 166 TEES ITT ETE JERIH The monthly figures represents 12 month averages of the market actually List Sell side transactions volu
93. me The true market size is thus half that amount Totals or AMNIS C11 260200 701 YLASLIMAN 12 009541208 13579092512 14019 560 582 yy s gt Market share grid allows for right mouse click drill down functionality Strings of zeros beginning in the left most column are indicative of new office formation for any given group brand or company Summary totals growth for entire market as defined by the search criteria Individual rows 96 growth for that company office or custom group Right mouse click drill down functionality is available here o Office Detail specific office information o Office Listings audit trail to the records The All Other group contains every office in the MLS that is not included in one of the named custom groups 69 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Comparison Period Views Charts File Tooke Search Preferences Window Help aag E a7 Ma ia Tota Trends Coverage Wiews Chane Change n F Votre w Era Flom Volume Office Sold Total List Sall OTO 2007 vs OTD 2006 amp D 3 7 Br rh 6GA e um 60 15 S r7 z A 01 oes m nt Huh e ae 61 Fab 51 Hat 15 05 C olihi C olchecll REMAX Napa Solhebys Contury 21 F
94. me and then Delete Comparison Sets Rename Delete Office Groups Add Edit Rename Delete Centre 21 RARE Specify a name for this competitor set x Sonoma County BARES 9 Please specify a name for the new competitor set i a SEC x California BAREIS Coast BAREIS Gateway BAREIS Help U Sell BAREIS Step 1 Give your set a name that is easy to remember and suggests something about the groups it will contain for example location broker name etg Click on OK to same the name and proceed to the next step 27 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Step 2 Select the offices for the group name and save the group 1 Sort on the name column to group like named offices together 2 Choose the desired offices and move them to the right double click the row or click the row and then click the Add gt button 3 Name the group and click on OK The first group is now complete X Select Offices To add one or more offices to a group click the desired office then on Add You may also use Shift Click and Ctrl Click to select multiple offices then on Add MLS BAREIS 1 Sort on the Name column to facilitate selection of offices Only show offices with number of agents greater than or equal to
95. n any given segment 55 4 4 Pricing Window If no suggested price was chosen the price displayed vertical red line will be the median price The yellow shading represents 5 above and 5 below the median mber of Listings E Display Interval Indicators on Chart Decrease Interval to urrent Interva Increase Interval to 25 30 000 40 000 50 000 A EM icr wo z gt 596 x under to 5 E over suiject price 15 Property Description ha A 3 A A were sold in A 750 000 790 000 price O during the last 12 months 51 Y os O MLS Bay Area Real Estate Information Services V ae VA LS INA Property Type s Residential Single Family o h d AN ARO AAA A Area s Town of Sonoma Sonoma 9 9 9 o 9 o o o 9 E 8 g 8 8 8 8 8 S Date Range 03 12 2006 0311 2 2007 a a a a a a a a a a a a a a a a a a o o o o o o o o o o o o o o o o o o Bedrooms All 9 o 2 o 9 9 8 o Q 8 9 8 3 e g 8 8 o Bathrooms All E ei ci Price 750 000 D v ds o D Listed Sold Active Use the Interval and Pricing window controls to fine tune the appropriate price intervals depicted as data points on the chart and pricing window size The default pricing window the yellow band is 596 under and 596 over the suggested price of the subject property Hold the mouse pointer over a data point on the chart to display the pricing interval and
96. n within the criteria specified Company agents are highlighted in green to indicate the company s current coverage within any given area s Company agents will not be highlighted in green when searching by your own office Right click information gives agent s company and office affiliation Various forms of contact information are available depending on the data supplied by the MLS Contact information is exportable to Excel for further use e g mail outs Use the checkboxes on any tab to select and view only those agents on whom you wish to focus igi xi Fie Toots Search Preferences Vindow Help ajajajaj a ajo CORRE E Fae at 4 e Recruiting Current Search Results 1120086 274 7807 Last 12 Mos LTM AN MLS EE aL eee emm iua io MI oo odo REL Lo Tes i Mery A UR si A os E 1 5 im 17512000 10 512 000 E 2 E sh Mis 8 17 270 000 75 9 710 000 Ta 26 980000 E X M 64 16 492 3 Ad Geen be 5 17 301 500 30 6 000 000 125 BRN 500 20 ma 320 9 423 420 4 we hensas het 190 13 978 450 120 7 750 450 310 21 728 500 5 98 45 370 M R55 650 r 5 par ATEN 160 15 408 250 70 6 265 250 230 21 574 500 Bs 9820 250 22226 500 r FCL wees cmm 0 12 995 000 50 6 025 000 140 13 020 000 139 06 54 150 19 740 000 m 2E rama Sor 110 15362 700 10 1 302 700 120 77 345 400 39 9001 120 17 345 400 pa 7 137 000 85 106 yu 750 69 596 350 7 059 000 60 87 9571 60 16 313 000 e L 2 d 75 US
97. nded Installation for Your Platform Installer created with installAnywhere by Zero G Software Inc Copyright 2003 www ZeroG com Congratulations You are now ready to log in and begin using BrokerMetrics 10 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Login x Terradatum Login Ioj x BrokerMetrics 2006 Terradatum and ita suppliers and licensors PATENT PENDING User Mame smith _ Password rea Forgot nter user name and password 1 Once BrokerMetrics has been installed properly double click on the BrokerMetrics icon on your desktop to open the program 2 Enter your User Name and Password and click the Login button You may install BrokerMetrics on all necessary computers i e where you do your real estate work home office laptop BrokerMetrics recognizes each user based on their unique ID and Password and displays the appropriate views for each user s role The system is dynamic and updated daily so there can be small data variances over time e g pending to sold status changes will always add market share to the applicable COE data 11 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S
98. nert Hidden ia Park valley Lake z L TEM NEN CONNECT ON NCC ET R E lim TTE Jl 8 olor 1 Santa Rosa 82 449 863 28 13 559 800 166 5 96 009 663 54 06 52 45 C 26 mikn Mp l me winder a neea BD apars 280 iois2592 908 881 F 5d be s heasse ooj osoro 20 espoo 120 4273570 sso 695 ao 4 Petama ADO vasos so _a aetoo0 140 105450 ass 576 a sesed 100 veom 20 10800 120 500 ssf 430 aE a 6 Cloverdale zo soso 10 75700 so seoaso 260 262 T OMswa 20 17 8890 20 mzao 40 38600 13 1895 m mm 2 imum wp on so 28290 18 18 feo oe ias 3 rason 20 mess 70 288285 237 142 35 He AY 10 Hidden Valley Lake a 2 274 000 10 239 000 6 0780 2 513 000 iss Te iv 36 irem ba ti 153 313 773 56 5 29 129 205 308 0 183 042 978 100 00 00 00 Ready 58 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Measure Performance Allows you to evaluate recruits from a performance metric perspective View a recruit s key operating metrics from the past 12 months do they process their book of business efficiently Measure a recruit s past performance relative to your company s goals and objectives
99. o Coop Farms Ranches MobileFloating Home FF Mobile Home 7 Floating Home Lots amp Land Residential Commercial Acreage E O ag REMOVE Last 12 Mohs 7 2006 te ferzarzo07 Enter a name for the search specify a name for this search B I Morth Bay Recruiting Click OK when you see this message Success 24 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Rename a Saved Search Click on My Searches on the Preferences Menu Right click on the saved search you wish to rename and click on Rename Search di My Searches Editor Right click on any item in the left hand pane for a list of available actions To add a new search Right click on a Tool then click Me Search My Searches a BAREIS El ul Recruitina d Morth Bay Recrui E EH Totals T santa Rosa ez El eg Trends uP Sonoma Res hii Market Growth Enter the new name and click OK Specify a name for this search X gt Search name Bay Area Recruiting ces 25 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Modify a Saved Search Click on My Searches on the
100. orris Sire Sebastopol 95472 44 151482897 on Me cidit CCENE a NT DCOLDV Coldwell Banker 2581 Springs Rd Valeo 94591 s 13487390 e dto 9roup Click ACLBAOS save button before DCOLE you exit the set up BCOLE Cole Properties 765Baywood Petaluma 94954 o 0 DCOLEREA Cole Real Estate 3050 Citrus Ci Walnut Creek 94598 o o DCOLTE BCOLL DCOLLNS Colins Realty 1030 Georgia S Vallejo 94580 o o ACOLUM BCRR Commerdel amp Re 125 Southwest RohnetPak 9498 0 o ACRGCO Commercial Real 110 Larkspur 94939 0 940000 BCOMWST Commercial Wes 1400 North Dut Santa Rosa 95409 1 720000 BCOMWE Common Wealth 2711 NE 23rd Porland 97212 o CCOMMO CCMHOM Community Hom 3225 Gleneagle Fefied 94534 0 DCOMMONE Fremont 94339 o DCOMM Community Real 576 Grand Ave Oakland S4810 0 DCOMPASS Compass Realy 611 Taylor Ave Alameda S4SM o 5 5 ni 2 285 900 DCOMPLE Complete Realty 31818 Alvarad Union City 94587 DCONCE Concept Capital 39 Pelleria Drive 94503 310 000 381 000 TCCONN2 Connect Realty 1444 Nye St San Rafael 94901 AHILLC Connects Real E 860 Hillview Ct Milpitas 95035 0 94553 i _AHILLC2 _ Connects Real E 1340 Arnold Dr Martinez 01M Save Cancel Move an office from the list on the left into the selection window on the right Tip Click on
101. ory This chart shows the monthly sales rate the average number of units sold per month and inventory supply the number of months it would take to sell the properties currently on the market based on the Sales Rate for properties in the Pricing Zone the market segment that includes the subject property Pricing Window The Pricing Window scatter graph displays the properties within the Pricing Zone relative to the subject property the vertical red line The DOM number is represented by the vertical height loft of each data point e g the higher any data point the longer it has been on the market Listings Grid The grid below the chart contains data on the specific properties in the Pricing Window Click on a row to remove a property from the Pricing Window click it again to restore it Hold the mouse pointer over a data point on the chart to highlight the related row in the grid and to display key information on the property Property Type Address Price and DOM Hollow symbols on the graph represent properties that have experienced no price reductions solid symbols represent properties that have had at least one price reduction Fine tuning Display Active Ratified Pending and Contingent and or Sold properties using the checkboxes above the grid The chart initially displays only Sold properties 88 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology
102. perty Services 3209 Cleveland Ave SantaRosa CA 95403 Sonoma 73 031 00 107 471 00 34 439 900 126 BCRE11 CPS Property Solutions 6641 Oakmont Dr Ste A Santa Rosa CA 95409 Sonoma 2 553 000 1 425 900 5 BCRE03 Creative Property Services 6450HembreeLn Ste 155 Windsor CA 95492 Sonoma 10 426 500 9 048 700 20 BCRE20 CPS Golden Land Realty 501 E Washington St Petaluma CA 94952 Sonoma 2 497 750 2 732 250 4 BCPS CPS Santa Rosa West 3806 Sebastopol Rd SantaRosa CA 95407 Sonoma 4 019 E 4 735 000 7 BCNA01 CPS Country Air Properties ana Lakeport 95453 Lake 540 000 0 BCRE30 CPS Great River Properties 16250 Main St Guerneville CA 95446 ey ee aa D LTM Last Twelve Months e g 3 1 06 2 28 07 PTM Previous Twelve Months e g 3 1 056 2 28 06 Office 216 687 565 296 772 585 80 085 020 391 Market 1 317 002 5 1 795 901 3 478 898 856 2 173 scroll to view additional columns 79 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Export Export the information to a csv file for use with a geographic information system such as MapPoint Overlay office locations see Office Location pg 79 as pushpins
103. places in the program into a file that can be read and manipulated by other programs e g Microsoft Excel Microsoft MapPoint etc These exports allow the user to extend the scope and power of the aggregated information with functionality from other sources A few examples will illustrate how to use the various exports Market Share Totals Market Share Grid Export EN Market Share AG Tools Search Preferences Window Help a Print Preview B Print a4 gt Da Z3 Mail as PDF I tage Save as PDF Export n Market Share Grid Close Total Volume Units GIS L Chart Controls arkeNShare DOM Avg Price Commission Producing Agents Total Volume By Office 425 408 The Market Share Grid export transfers the summary grid 391 Mkt 0 09 information the data supports the chart into a csv file that can 374 be read by almost any program e g Mircosoft Excel or Word 357 340 323 308 Mkt 0 07 289 Mkt 0 07 272 255 2 238 221 Mkt 0 05 Zu Mkt 0 05 487 e Mkt 0 04 170 153 136 119 102 Mkt 0 02 Mkt 0 02 85 68 51 34 17 0 Coldwell Century 21 Creative Creative Frank Howard REMAX Prudential Coldwell Hurd Real Banker Santa Alliance Property Property Allen Santa Central Santa California Banker Estate Rosa Services Services Rosa Rosa Realty Sebastopol 95404 95403 Ready On the File menu sel
104. pted Offers 13 Market Share Sold Market Share Month to Month 124 5 7 T4 10 1 4 6 9 4 B 8 4 74 3 4 3 4 6 5 4 1 1 5 3 E 2 1 4 o J Group A Group D Group B Group E Group C My Office s o Gop ew ewe ew Sew All Other 144 0 111 962 290 78 5 ATT 5 0 5 6 CTI Al E 8 006 500 CO A A 5 004 500 35 C Be 5 992 000 a2 Group C 6 5 3 4 3 382 500 2 4 My Office s PA 15 1 200 946 03 sao O o 142572836 37 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Five Market Share views My Office me xi File Tools Search Preferences Window Help ajaja aj Pala My Hotsheet My Market Inventory Office Production Agent Production Transaction Coverage Y Show Percentages 4 Previous Market Share Sold Y Al ilable MTD QTD L 12 Month New Activity Accepted Offers A a New Activity Closings C Unis volume summed Market Share Active 6 7 Market Share Accepted Offers 65 000 000 6 2 Market Share Sold Market Share Month to Month 60 000 000 Market Share Rolling 12 Months 55 000 000 4 9 50 000 000 45 000 000 q E 40 000 000 3 gt 35 000 000 c 3 1 30 000 000 25 000 000 2 3 20 000 000 15 000 000 1 2 10 000 000 5 000 00
105. rank Howard Pruderntial Creativo C olchencll Banker B of Ranker Santa Wally International Alliance Allen Santa California Realty Property Ranker Deanza Hapa Rosa Really Rosa Services 554034 MM TO 2007 List OTD 2007 Sell OTD 2006 List OTTO 2006 Sell Keady These views display two bars for each entity Together the bars represent a time period over time period comparison of the status variable selected in the search criteria For example if Q4 2006 vs 2005 is selected in the search criteria the first bar for each entity plotted would include data covering the period from 10 1 07 12 31 06 and the second bar would cover the period 1 1 06 12 31 05 The first ten entities based on volume for the most recent time period are plotted Add or remove entities from the chart by clicking on the corresponding row in the grid Right click functionality provides additional information o Office Detail specific office information o Office Listings audit trail to the records Four views are available o Change in Volume o Change in Percent Market Share Volume o Change in Units o Change in Percent Market Share Units 70 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Grids Market Share File Tools Search Preferences Window Help Baag amp E En
106. reas mListS Sel Em NUN JE LC ASES RE Total Total Units _ Volume mkt 1 50900 Petalum 18 9 852 950 12 663 700 22 516 650 32 67 34 02 34 02 2 51000 Petalum 17 5 11 768 675 i 7 121 000 18 889 675 22 71 28 54 28 54 8 B1100 CotatiR 7 3 003 000 3 892 950 19 6 895 950 15 14 10 42 10 42 BO100 Northwe 2 700 000 1 952 000 14 4 652 000 11 16 7 03 c pon heec nc nnn ai 4 ccn nnn ac occa nan en ceca cca Taa TO 0 54 32 656 650 125 5 56 187 275 100 00 10000 100 00 Step 2 Select My Market Set Up Wizard on the Preferences menu My Office Toole search iae WWindowe Help c My Options File e Change My Password m My Areas Bi My Searches l e Custom Market Share CMS Setup a Market Growth Office Setup ole Market Share Coverage Setup cae My Market SetUp Wizard 23 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Step 3 Choose the property types and areas that you would like to track for comparison purposes Define My Market Enter criteria below to define the property type s and market area s that will apply to your My Market module Clicking Continue will then produce the appropriate list of
107. rola Toi Y wiolume a AP g y Baad Four L Ti aira tmi O ser ses A omo toe a j a CI CS Ea ET 1 1 k E 530 mu 10 504 104 ana 711421824 oer 572 018 3 4 178 m 1 13353481 n 1546815 i TAFE KM ON an 128 is 1 4 149 500 EE EN 15 647 500 y 955 404 244 125 TE 10 535 500 a 170 500 w Tiam oe am 7 007 E35 ihn 128 1 3481 90 i 439 500 anaita x 395 007 EN 129 i Un BA Ti ATT LATA Az Ans ani Am A 1 1384 1 Er JE 2 DAL za Tz 1 1 737 50 i 258 000 it cae on zin HH 248 125 1 i La 3 005 500 a TATE EDD 12 rane Ta ann ser 2m 178 a 1 1 372 000 i 165 006 a iine 182 381 890 in 128 i 1 TT 2 3 352 000 1 1 153 000 1 3 529 000 1m TATE 250 129 1 Pret 3 1 7553 pan a 33r Sim Fr amm 115 au 314 7 Tm E T amp 3364 006 J 355 600 Y 313 508 bys 354 143 2 125 4 1 Hekien od 5 1 382 Den 3 1281000 El 2421505 ara E 254 173 T1 E 3 307 00 i 35 000 3T Ron EN Boia 29r 138 i 1 Uia 3 739 000 21 000 4 960 000 035 240000 13 19 2 1 An T 3 905 ner al al 2 ooo 83x as Ana 3m 128 a 11 a i 775 600 i 775 600 63 775 000 i5 128 i i 18 Kerewondi 9 a F 5E DOO 755 000 022 355 00 EJ 129 i 1 3 An Caberin 1 TAMH 8i i i 713 88 EN aah EN 174 1 1 H finer Cove l 1 HoD i 716 000 i aag i5 138 1 2
108. rradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function and is exportable to any database program e g Excel if desired Export the entire grid with the click of a button The export file will contain the exact data in the grid from which you initiated the export File Tools Search Preferences Charts Market Share olas ee File Tools Search Print export and email information u Toggle between arid and chart views aasas amp ws Els P Totals Trends Coverage Views Chart Control Total Volume a Market Share DOM Awg Price Commission Producing Agents g Total Volume E b eco ro Total Volume By Office List volume F List Units Available Views Sell Volume Sell Units Total List Sell Total List Sel 0 Sold Price vs Original Price List Side Select the overlays that are important to you Sold Price vs Original Price Sell Side Prd Agts 153 Total volume Per Producing Agent d Total Units Per Producing Agent Prd Agts 50 Lo Mkt 3 38 P DOM 66 Mkt 3 07 Prd Adis 05 r s Prd Agts 54 559K po Los qu Prd Agts 126 2 DOM 52 DOM 64 518K S Mkt 2 58 Mkt 2 57
109. rt control panel above the graph Right click on a row in Listing Detail for the specifics of that listing 83 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Key Information The area below the charts is divided into three sections for both 2 Year Monthly and 6 Months Weekly time periods 2 Year Monthly Information 2 Year Focuses on the change in various market metrics over the entire 25 month time period Triplets Monitors the changes between the same calendar month over the last three years e g Mar 05 Mar 06 Mar 07 Seasonal variation is thus isolated from this view so that the focus remains strictly on the underlying market changes that have occurred year over year Current Month Provides information on how the current month has changed from either the year before or the peak month of the entire time period 25 months Key Information 2 Year Triplets 13 February 06 07 08 Current month _ Feb 08 Sold Em 000 _ 000 96 000 20 00 Sold am 000 MS 628 27 623 et 507 628 m 000 mL 372 13 47 Sold EE 08 000 A 000 6 Months Weekly I nformation Last 24 Weeks Focuses on the change in various market metrics for the entire 24 week time period PTW Previous Twelve Weeks vs LTW Last Twelve Weeks Compar
110. s ini x BROKERMETRICS OFFICE USER MANUAL Measure Performance Provides a display of each agent s performance and efficiency metrics versus the office s stated goals and objectives The Last Twelve Months time period ameliorates any seasonal factors Company goals are displayed using red lines minimum performance targets are dotted blue lines Highlighted row indicates agent being viewed What If spinners provide managing and coaching tools Which agents exceed the goals Which agents need to improve The default commission split in an ASM model will simply be the retained dollar percent as set up in Options Financial tab i uimisd File Tools Search Preferences Window Help A m Overview Inventory Production Agent Hame Monitor Performance 9 Emm 333 South McDowell Blud Petaluma Reset Actuals I x f Return On Revenue ROR Actual 19 896 Avg Marketing Time AMT Actual 8 Weeks d L 9 8 SS sus uam om s s e Agent s j 6 ss wm LJ YN t TIE i 10 e III ORI 2 4 ome 3 12 m ma Minimum performance 2 ur target 1 Office wide 14 i 0 Ss ina man Actual Desk Count 103 16 A Closed to List Ratio CL Commission Splits Transactions to List Ratio T L 18 m e e Actual 76 76362 Agent Company Actual 1 04 1 04 20 s gum Actual 7303 22 0 whatit 73
111. s Trends ai Market Growth iia Market Dynamic The left pane will list The MLS s you are authorized to access within each MLS will be a folder for The Tools you or your company have subscribed to that utilize the search function under each tool will be the Saved searches if any you have created for each tool My Searches Editor All folders and lists will be expanded when the window is opened Right click on any item in the left hand pane for a list of available actions Click on the minus sign next to a MLS name or tool name to collapse the list hide its contents click on the plus sign to display the list To add a new search Right click on a Tool then click Mew Search El Lx BAREIS ii Recruiting Totals ur Santa Rosa Res Trends ui Market Growth i Market Dynamics A RENFO FJ MAX EBRD 22 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL New Search Click on My Searches on the Preferences Menu Right click on a Tool and click on New Search Ed My Searches El Lg BAREIS El 4 Recruiting uP Sonoma Rec Specify a name for this search Search name e Sonoma Lan ce Select the search criteria My Searches Editor x Right click on any item in the left hand pane
112. s the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Office Production Provides a visual depiction of the office s closed production list sell figures for the previous 12 or 24 months wo views Units and Volume The stacked bars on the chart represent total production the green section represents the list side transactions and the yellow section represents the sell side transactions Trend line shows directional movement from growth and seasonality perspectives The underlying Listing Detail for any given month can be accessed and then exported via the right click functionality ioi xi File Tools Search Preferences Window Help alala aj ala My Hotsheet My Market Inventory Office Production Agent Production Transaction Coverage Production Display Trend Line Display Listed Volume Units volume 12Months 24 Months 22 500 000 EE n 20 000 000 17 500 000 15 000 000 12 500 000 10 000 000 7 500 000 5 000 000 2 500 000 D Months Month Listeds Listed Lister List seme sens Tota Totals May 06 29 5 17 129 075 160 9 312 000 10 5 5 897 900 15 209 900 574 950 Jun 06 44 5 26 399 245 0 13 511 900 13 0 7 915 500 y 21 727 400 563 250 Jul 06 29 0 16 867 899 11 0 6 636 800 9 0 5 069 900 11 706 700 571 000 Aug 06 7 125 500 165 10 267 500 18 0 10 624 500 20 892
113. sion and should be monitored from a price reduction perspective An open symbol O indicates the sellers are staying put while a solid symbol Bl indicates they are trying to find the market with a price reduction 47 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Production Provides the office manager with a view of each agent s closed production list sell for the last 12 or 24 months Two views Units and Volume The stacked bars on the chart represent total production the green section represents the list side transactions and the yellow section represents the sell side transactions Trend line shows directional movement from growth and seasonality perspectives The underlying Listing Detail for any given month can be accessed and then exported via the right click functionality Agent Analysis File Tools Search Preferences Window Help CT OO Om th 4 Co rm Be a lj 0 0 OS 0 0 S CO K 0 wo EEFEFEFEFEE 11414 T d 114 PEE poj T i 1115 a E a ho ev ta 24 ew as 25 ma 26 Mom 27 mema Do 28 pm me 29 am mm 30 sqm mu 5 wm 31 mmm 32 me mms c 33 rmm F 34 Momm ntm 35 ueque m 36 ma mw a J m 3A Ss oo 333 South McDowell Blu
114. sus the overall sales rate Inventory is broken down into two components New Listing has an initial list date that falls during the month in question Residual The initial list date occurred prior to the month in question Therefore New Inventory is freshly minted for the month and Residual Inventory includes listings that are being carried forward from earlier months 85 OTerradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Pricing Analysis This tool provides real time statistical information on the distribution of prices for a given set of property criteria over the last 12 months The number of properties that were available for sale is compared with the number that sold and the number that are currently available Managers will use this tool to double check agents pricing skills agents will use it as an aid to pricing listings correctly The information being relayed within any given price segment is this The number of properties that were listed Listed is a pure measure of the market size The number of properties that actually sold Sold 4 compared with the number that were listed is a measure of market strength i e as the percentage of sold to listed gets higher the market gets stronger The amount of current inventory supply indicates the market
115. t to the company after all commissions and expenses have been paid The breakeven point of 0 is input through the Financial tab It is the most direct measure of the overall operational efficiency Desk Cost Coverage DCC Measures gross profit vs gross expense as a percentage The breakeven point of 100 is input through the Financial tab Selling Office Commission SOC The average commission offered to co operating brokers The list side commission is then inferred by local custom e g if 6 commissions are the market custom and the cooperating broker is being offered 3 then the listing broker is probably getting 396 as well Average Marketing Time AMT Measures the average number of weeks that the office company needs to expend marketing dollars on any given listing on average before they go under contract or expire Closed to List Ratio C L Measures the number of listings that successfully close relative to the number that were taken over the last 12 complete months on a percentage basis Transaction to List Ratio T L Measures the total of closed transactions versus the of listings that were taken over the last 12 complete months on a percentage basis 16 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL My Areas Create and save groups of areas
116. t is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Custom Market Share CMS Setup This utility allows you to set up and customize comparison sets of competitors to use in the Market Share tool for market analysis purposes Comparison sets are groups of competitors Competitors are groups of one or more offices For example you might wish to compare the offices of XYZ agency in Napa with the offices of ABC agency and DEF agency in Napa You would first create a Competitor Set Called Napa and then set up three competitor groups called ABC DEF and XYZ Step 1 Click the New tab and type in an easy to remember name for the group you are defining Then click the OK button to create the set H Custom Market Share CMS Setup i l A xj Setting Up Comparison Sets To add a new comparison set click on Newe LA comparison set is a group of one or more offices To change the name af a comparison set click Rename To delete a comparison set click on the name af the comparison set and then Delete To add an additional office group to an existing comparison set click on the name of the comparison set and then Add To change the name of an office group click on the office group name and then Rename To add or remove offices fram an existing office group click on the office group name and then Edit To delete an office group from an existing comparison set click on the office group na
117. te figure into the system so that the Net calculations in Performance Management are as accurate as possible Monthly Desk Cost Reflects the total operating expenses of the office or company on a monthly per desk basis Number of Desks The total number of desks that the office company uses for expense amortization purposes Average Commission Side This is the office company s true commission percentage per transaction side after all deal concessions have been made It is obtained from company and or office financial records Minimum Target Desk Cost Coverage The breakeven point where the firm s revenues exactly equal its expenses The default setting is 10096 indicating this breakeven point between revenues and expenses Minimum Target Return on Revenue The target set by the firm for its return goal i e net income GCl The default setting is 096 indicating the breakeven point no profit or loss 13 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI cS OFFICE USER MANUAL Retained Dollar Company Dollar GCI The ratio of Company compared to GCI as a percentage Company dollar is usually comprised of two components the admin fee taken off the top of the total GCI received and then the office company side of the commission splits with the agents Goals Allows for the input of yearl
118. the number of properties that were sold or listed during the last 12 months green and blue lines respectively or are currently for sale red line 87 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRI CS OFFICE USER MANUAL Step 2 Sales Rate Months Supply of Inventory and Pricing Window Pring Analysis nini xi Fie Toots Search Preferences Vindow Help amp 5 S a Step t step 2 P Sales Rate amp MSI Pricing Window 40 120 120 o 110 00 c 90 gt 2 E 2 a 2 so s a a E A 3 T e EN eo a u a a e A a 8 a o H A EJ Su w P a c A gt A gt ac a E B m dal amp a a m P AB Wa Eia amp a 20 ado af 4 8 a y PUC at 62 10 735 000 740 000 745 000 760 000 755 000 760 000 765 000 779 000 776 000 700 000 705 000 Price 0 Sele Mwventory Aclive Accepted Offers Sold Sales Rate 22 7 per Month O AS woes Supply 13 Month y 75 000 IZ active 37 F7 Reread Y Sola 1365 Show Sods tor the last 7 12 Moths Mome C 3Morthe C 1 Morin Hike properties that have had any prios reductions Type Address bro Price Pe PR uo 19th Pn veux son oom E RESI S 13270 Dupont 949 000 712 500 3 3 2 0 1966 1 700 161 12 20 2006 RES s 1077 Eisbree 785 O00 713 000 1 4 1 1994 1351 73 11 17 2005 RESI 8
119. to your office would mean financially Recruiting Search Screen Agent Market Share S Search xl Office Search Agent Mame Search E Clear El Save this Search ie Search To optimize system performance the maximum number of records that will be returned is 2 000 MLS BAREIS Select My Search Property Types Area Type F Residential MLS Areas Count Residential 60100 Northwest Santa Rasa 6 111 IF Conda Coop Other i B0200 Northeast Santa Rosa T230 MLS specific Property Types E0300 Southwest Santa Rosa 3 005 FarmsiRanches B0400 Southeast Santa Rosa 4 084 Mabile Floating Home Mobile Home Floating Home MLS specific Areas Lots amp Land Residential Commercial FP Acreage 3 Add gy Remove Save Date Range Last 12 Months Price Range O00 to pna E M006 to 2 28 2007 Minimum aan Maximum 000 Set minimum production criteria for recruits Minimum x 4 Maximum Construction Type iF All Neve Construction Resale 51 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Office Search This option allows you to focus on specific offices Search Agent Market Shar _Office Search Agent Mame Search Clear save this Search i Search MLS BAREIS Select My Search amc
120. tors to identify real time comparison tracking Select Market Share Coverage Setup on the Preferences menu My Office File Tools Search ASAS Mindo Help M My Options E Change My Password a My Areas ip My Searches a Custom Market Share CMS Setup Market Growth Office Setup ols e Market Share Coverage Setup ae My Market setUp Wizard A default coverage group will be created the first time a user accesses the Market Share Coverage search tab or the coverage group set up The default coverage group will include your office You may add offices to this group for instance you may wish to add a Satellite office but this group may not be deleted Market Share Coverage Setup Right click on any item in the left hand pane for a list of available actions Default group is editable but not deletable CAdaress J ciy _ Zip Prod brs J svome To add a new group Right click on an MLS then click New Group 4 Coverage Groups A B a E AREIS Coldwell Banker Santa Rosa Collan e Right click on the MLS name to add new coverage group BLISO1 DVNDL 1 800 Listind 1st California Ho 2853 Elk Lane 726 Alfred Nobl Santa Rosa Hercules 95407 94547 C1ST01 DISTCAP 1st Capital 2180 Story Rd p San Jose 95122 3 447 000 a 360 000 1st Grand Realty G1REAL 813 Westgate Dr Vacaville 95687 1st Real Estate
121. u to add supplementary data sets by ur selecting the checkboxes For Sale v tinder Contract Sold O Now Information Overlays Display certain values over the chart bars The feature is available when one data set is plotted it is 1234 inactive when supplementary data sets are added to the charts Ted y Units Demarcation Lines These lines are placed across the width of the chart to depict monthly averages and or the values for the beginning and ending months The feature is available when one data set is plotted it is inactive when supplementary data sets are added to the charts Pre LTw J24wk Begin Current Peak Current Trend Lines Straight or polynomial curved trend lines are available for all views The feature is available when any number of data sets are plotted one line will be displayed for each data set Trends Polynomial Linear 82 Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Chart Market Dynamics File Tools Search Preferences Window Help amp 81A jae ag a Price Supply amp Demand Sales Rate i p RAI ARN Views 4 Median Price K C For Sale 7 Under Contract Sold 7 New 7 ft Units Avg DOM 7 Begin Current Peak Current Polynomial 7 Linear Median Price Sold 2 Ye
122. uction Transaction Coverage Listings F Goats YTD Day 144 39 complete 2006 YTD Target YTD Actual YTD Total 290 287 Total 179 708 61 e 179 593 591 Total 53 919 341 733 596 90 14 184 050 691 305 168 858 46 Active Accepted Offers Hew Listings Zoom 371 Circulo San Marcus MOBL 118 850 396 1 300 1977 Cresci S 05 21 2007 471 Acadia RESI 675 000 2 5 B 2445 1994 King P 05 21 2007 10 Barranca RESI 799 000 2 596 A 4 2 2188 1955 Bondoc N 05 20 2007 850 Holly RESI 719 000 2 5 A 4 3 2202 1978 Harwood S 05 18 2007 Accepted Offers List Side Only Zoom 916 Western RESI 599 950 2 5 2100 1923 Levy R 11 22 2006 05 23 2007 5 Agatha RESI 869 900 3 5 2 2432 1973 Andresen N 03 06 2007 04 30 2007 516 Walnut RESI 759 000 2 5 IP 4 24 1 949 1905 King P 02 09 2007 04 25 2007 84 Fairways COND 570 000 3 IP 2 2 1126 1970 Kirkaldie L 09 22 2006 04 22 2007 Closings Zoom Address Tye Sale Price soc 1614 Annetta RESI 527 000 2 5 6 588 Ramirez R 05 22 2007 69 a 541 Greenwich RESI 719 500 2 5 8 994 King P 05 22 2007 89 614 Brown RESI 459 000 2 5 5 738 Exilus D 05 21 2007 6 1245 Andrea RESI 560 000 2 5 7 000 Bondoc N 05 18 2007 153 408 Corte Pintado MOBL
123. ved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Transaction Coverage Allows the office manager to pinpoint the most productive geographies MLS areas zip codes cities etc that are serviced by the office Armed with this information the office manager can set up My Market in an intelligent and meaningful way In addition Transaction Coverage indicates where to perform recruiting activities areas of current business that could be expanded with targeted recruiting efforts Units or Volume displays Sold closed transaction or Active listing coverage can be displayed Any desired time frame may be used The underlying records may be accessed via the right click function My Office File Tools Search Preferences Window Help ajajaj aj Pale My Hotsheet My Market Inventory Office Production Agent Production Transaction Coverage Period YTD D n 2007 to 5 29 2007 MLS Areas vw Sold C Active go Y Show Percentages C Units volume Total 25 000 000 34 16 22 500 000 20 000 000 4 17 500 000 41 a E 15 000 000 2 3 12 ij 4 a 500 000 10 000 000 Prime recruiting areas 7 500 000 4 0 5 000 000 42 2 91 2 500 000 4 Ex 1 75 1 4896 1 42 1 35 mS 3 aa o 2 B0900 B1000 B1100 B0100 B0200 B1300 Bosoo FO7OO
124. w and darker column row color indicate the column upon which the rows have been sorted Click on another column header to resort the grid Use this functionality to rank agents by any desired metric m ini x Agent Analysis File Tools Search Preferences Window Help amp s A amp o Red arrow and alternating highlighted rows indicate the column the grid was sorted on Overview ventory Production Measure Performance Monitor Performance IN zd oe m 9 374 950 55 v ELA B 2 773 500 175 11 048 050 227 400 1 817 000 9 468 000 1 744 000 16 9 157 750 515 000 7 962 450 799 500 6 532 300 238 950 5 545 400 8 1 2 69 13 55 12 bik META 1 948 335 4 977 000 6 5 2 74 12 57 13 S maas uw OffeDeti asooo 10 asooo 60 w 28 13 33 33 10 m n Agent Listings 1 523 800 8 4 555 400 4 11 m Ms ll 12 md ica Eh 2 017 500 18 4 537 450 575 000 8 4 430 500 13 Meam IU 0 5 253 500 4 14 PR ail 1 515 000 6 4 268 000 15 ula images 75 4836875 7 16 wam masaa 1 615 000 8 3 727 000 E l 17 Pia A 1 719 000 5 0 i 18 Foam Eis 899 000 5 3 445 000 0 3 98 2 63 11 150 25 870 000 4 3 063 000 34 88 2 50 13 40 0 8 764 500 6 3062000 31 es 25 8 40 585 000 B 3 056 500 3 2 87 2 65 13 0 89
125. week Office Detail provides addresses and contact information for the office Office Listings displays the listings for that office There are separate tabs for each status available for plotting on the corresponding chart Right click on a row in Listing Detail for the specifics of that listing Tabs Price This tab displays information depicting the movement of average and median prices based on the time period selected in the search criteria Supply amp Demand This tab portrays the relationships between the numbers of listings in each status category based on the time period selected in the search criteria Sales Rate This tab illustrates the sales activity pace over the 25 months or 24 weeks Two methods of calculating MSI Months Supply of Inventory are available NAR MSI The number of properties For Sale on the last day of the month FS divided by the number of properties that went Under Contract UC during the month NAR MSI FS UC MSI Terradatum s MSI calculation equals the number of properties For Sale FS during the month that is the property was Active at least one day during the month minus the number of properties that went Under Contract UC during the month minus the number of properties that Expired X during the month divided by the number or properties that went Under Contract UC during the month TD MSI FS UC X UC Basic Absorption This chart monitors the amount of inventory ver
126. y information is located at the bottom of the chart table See at a glance the median price for the agent s inventory ini xi File Tools Search Preferences Window Help ajakaja A de 09 I view My Company Agents IT Hide Broker Company Agents Show Checked Y Clear Checked Overview Inventory Production Transaction Coverage Measure Performance Monitor Performance Growth Analysis M Agent wame Active and Under Contract listings Al MLS d Fa Lr AE p SS 0 180 180 o Y de Inventory Aging 5 000 000 i 4 000 000 3 000 000 o 2 000 000 o 1 000 000 s H mu a a m A LM EILINNEM EA NEUE eN CS AC NIE A ER RE UE 60 70 80 90 100 110 120 130 140 150 160 170 180 Days Open symbol Listing has experienced no price reductions Solid symbol Listing has experienced at least one price reduction m Active a Contingent e Pending Median mor soga type A drese oom bw wie ore een ink LEN A CTESEZJoyWoods oS LLL mew TUSWU TA emos a Rest 1034 aston E E 0 0 A RES 17181 Greemridge J 10 S2500 s5m0 0 A RE 16474 Conestoga 10 soo 2500 0 T ES NENNT Course RR O 414 4 ACRG 7022 Saint Helena 4 500 000 4 500 000 4 COND 712 Adobe 424 900 424 900 SS mum 00011 28 281 A RESI 4902 Tuolumne asooo 355000 0 oe 21059 Powderhorn 550 000 550 000 295 000 895
127. y production goals as a percentage of last year s actuals The goals section of BrokerMetrics will then display compliance information and provides measurements vs previous times year quarter and month The default setting for this tab will be filled in You can adjust the targets to see the impact of different goals on your financials amp Options Select an office from the listto adjust any of the values for that office Enterprise Defaults Y button provides additional information Listings 95 0 Closings 105 0 Set your goals for the current calendar year using the following methodology 90 10 decrease 100 the Same 110 10 increase The Goals set reflect a percentage of last year s Listings and Closings production Listings the number of listings taken in the last calendar year whether they sold or not Closings the number of successfully closed list and sell side transactions 14 O Terradatum 2008 All rights reserved Patent Pending BrokerMetrics products include technology that is the subject of one or more pending U S Patent applications BROKERMETRICS OFFICE USER MANUAL Enterprise Level BME Goals ES Fe Took Seach Uis Window Hep ajajaj aif ale Status inventory Enterprise Production Ofice Prodacton Changes tom f v day s back New Listings 1072 928 702 Volume l 49 651 748 118772 483 Unas 189 0 i
128. y the listing agent office Horizontal scrollbar at the bottom of the screen allows you to view hidden columns Market Growth File Tools Search Preferences Window Help amp al ala amp amp en R 5 az ii Office Group CPS CPS X View Percent Growth volume m View all of the offices that contributed to Market Growth Office Growth the growth Or use the Market Growth Commission figures displayed reflect the percentages offere on the sell side Useful market information can often be infer Office Location Setup on the Preferences NENNEN EE men to create groups of offices so you ze comy tms rms mems seo ime BFOXGLO CPS Foxglove Properties 3362 can focus on a specific subset 95439 Sonoma 3 034 000 1 500 000 1 534 000 BCRE01 Creative Property Services 220 Petaruma ave SeDastopol LA 95472 Sonoma 13 317 500 14 898 100 7 BCRE04 Creative Property Services 831 4th St Santa Rosa CA 95404 Sonoma 92 342 499 113 305 385 20 992 886 165 BCRE40 CPS Property Advocates 6250 State Farm Drive Rohnert Park CA 94928 Sonoma 11 267 016 A 3 366 284 23 Creative Property Services 27046 A Maine St Tomales CA 95404 915 500 2 BSTAR CPS Healdsburg Po Box 2027 Healdsburg CA 95448 Sonoma 3 313 000 1 537 000 6 BCRE07 Creative Pro
129. ys agent name property address DOM price and the number of price reductions Underlying record information is accessed and displayed via the BrokerMetrics right mouse click function on a chart symbol Agent Analysis l al o X File Tools Search Preferences Window Help ajajaj aj ala Overview a Production Measure Performance Monitor Performance ECN Agent Hame 333 South McDowell Blvd Petaluma b 1 dL X V Show Active 12 v Show Contingent 1 V Show Pending 2 3 Muir NL 4 Emere Funes 2 DOTEM Manipulate the sliders to nd ris oS oe Thi anipula i expa gt _ rr or contract the chart view Inventory Aging 8 Beara g Dex Ea 10 mre nm Place the mouse pointer on a 11 emagan rana chart symbol to highlight the 12 Beier Ln corresponding grid row and 13 uenmm ims display the tool tip information 14 Fen pa 15 uil Cord 16 Errem ree 17 Baresan aun 18 F es m oh s 19 Fenin Cara Oben symbol Listing has experienced no price reductions 20 yap rea Solid syrpbol Listing has experienced at least one price reduction 23 Barm ams dm numer ees mee adress vom wc ree omes const vm TEE ECCL A NEN ANN I RN 20 TNI E 3 TA 20641798 COND XE Park Place 177 89 5 eerie poroso la seo sorteo NS sem eae o n MA 20705035 A JRESAND a3sCmy ms 3990 340 O 31 gt 20710337 RESI 335 English B4 509 000 509 000 2 bree Emm 2071485

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