Working with Buyers
Contents
1. opens Viewing Associated Files To see a list of the files associated with a contact 1 Click File gt Open Client or click Open Client 2 The Open Contact Buyer s Tour dialog box opens Highlight the contact s name in the Contact Names section 3 Click Files in the lower right corner The Files List section will open and list all of the files associated with that contact Un associating Files with a Contact The Un associate w Contact option lets you un associate a Buyer s Tour with a particular Contact To do this 1 Open the Contact from which you want to un associate the file 2 Click File gt Un associate w Contact 3 A warning dialog box opens Click Yes to un associate the file from the Contact Buyers Tour Ea 7 Are you Sure You want to unassociate file di tour test btr with client Tom Paris C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 24 Setting Up the Default for Closing Costs Buyer s Tour has a Default Closing Costs which allows you to enter the following information for your contact Loan Information Prepaid Items Non Recurring Costs Monthly Payments Default Closing Costs Buyers Tour has Default Closing Costs which allows you to enter the following information Loan Information Prepaid Items Non Recurring Costs Monthly Payments You may find that in general the closing costs information is the same for all your contacts If this is t2. Reverse Prospecting Once a listing agent has entered a listing and saved it as active they may then reverse prospect to locate other users who have prospects in the NTREIS Listings system with matching custom search criteria Note The listing agent will C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 15 NOT see the prospect s name but rather they will see the other user s name and a prospect id To reverse prospect Step 1 Click the Reverse Prospecting tab which appears in the Prospect area or can be accessed by pointing at Prospects on the Navigation Bar and then clicking on Reverse Prospecting Reverse Prospecting Step 2 checkboxes in front of your active listings OR click the Check All Listings button Choose a listing s to view potential prospects for by clicking in the and then click Search Mew Prospect List Add New Prospect Reverse Prospecting Your Current Active Listings 4840 OLD MOUNTAIN PARK RD 425 000 Commercial 3905 SPALDING BLUFE 459000 Residential 490 FIRELITE DRIVE 209 900 Residential 230 PARKSIDE CLUB COURT 269 900 Residential 3646 CHURCHWELL COURT 479 900 Residential 5096 BROADGREENDRIVE 255 000 Residential 157 SPRUCE STREET a 349 000 Residential 9090 CAMPESTRALCT 829 900 Residential Check All Listings If no matching prospect information was found the system notifies you with a short prompt Step 3 C
3. 4 Photo Format 7 prop page FP Market Analysis Sheet T Buyer s Closing Costs E eller Request Criteria T Client Tour Sheet Agent Tour Sheet Personal Documents Highlight documents to be included ee Save 4s Default The four options available for printing contain the following documents Miecellaneque T Curent Map view T Calendar T Agent Resume 1 Option 1 Mini report Contains Contact and Agent Tour sheets C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 48 2 Option 2 Standard report All mini report forms plus the Property Request Criteria with Agent notes 3 Option 3 Long report Includes all page options available 4 Option 4 Default report Saves the current settings as your user defined default For Ex If you always print the Tour Cover Page and the Calendar you can set them to default so that they will always be selected when you open the print window To print 1 Click on the Print Tab 2 In the print window check the boxes next to the reports that you want to print or click on the Long Mini or Standard buttons on the toolbar Save s Default 3 Click Save As Default if you want to set these reports as your default report 4 This default setting is saved globally so if you want to use these settings on any other Tour click Default to restore those settings The Clear button removes all of the checkmarks on the display screen You can
4. Add Hew Prospect Contact Information Last Mame Buyer First Mame Bob Horie Phone o Office Phone Coll Phone Humber Address ti Oo address ze cin pet state Zip Code o EmMa A A Rel in Separate motto addresses wo sskigokon Save AUto Notification Email History oe fives Ho Prospect Expires im ay hone Umra Loninue gt gt Tips for Recording Prospect Information 1 The phone number fields will each hold two telephone numbers separated by a comma 2 Type the prospects full E mail address if any in the E Mail box Example C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 4 jsmith isp com Please note the email address must be provided for auto notification to send emails to a prospect Sent once per day early in the morning 3 Choose whether to store an email history for listings sent via auto notification by the system by clicking on either yes or no 4 The New Comment button stores up to 255 characters of personal information on each of the prospects For example the prospect s children s name the pet dog or birthdays could be placed in this area 5 Note that the Portal default information can be reviewed by clicking on the Preview Portal button Changes to the defaults can be made at this time if desired 6 To save prospect information press the Update button located under the Stored Search box This will save the inf
5. Deleting Sales Plans To delete a Sales Plan 1 Click on the Sales Plan icon on the toolbar The Sales Plan Name dialog box opens 2 Highlight a Sales Plan Name click Delete 3 Click Yes to confirm deletion Personal Documents The Personal Documents dialog box is only accessible when you are in the Print section It allows you to customize various documents and include them in your Buyer s Tour The software defaults to the files shown in the following illustration C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 44 Personal Documents Introductory Letter Body File Mame Stour_tpticoverltr tt Browse Open Prompt before Printing Agent Resume File Marne Stour_rpt resume wt Browse Upen Prompt before Printing 4 allable Personal Documents My letterhead fNarchive swt letterhead doc prenra biy envelope Erarchiwe ttenvelope doc gt per Erawse Prompt before printing Save all file name settings as default xf cancel Es Help 1 To access Personal Documents click Setup gt Personal Documents or click Setup on the Print Window 2 To edit any of the documents shown above click Edit or Open For the Agent Resume the file opens in WordPad The cover letter body opens in the following dialog box Note You should not modify the default cover letter body unless you are sure that you will not want to use the original version in the future You
6. are not current a dialog box opens to alert you and to confirm using them C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 37 Confirm You are about to replace the Buyer s Tour Property Table wihProperty Listings data created at 06 59 Phi on Jul 05 2001 Do vou want to continue 2 Click Yes to confirm replacing the properties Note If you click No then return to the Property Listings Table and run a new search to update your listings 3 Buyer s Tour will then replace the properties in your Tour with those that were just imported 4 You can then print the Tour with all of the previously saved settings and everything that relates to comparables graphs the market analysis page and comparable property pages will be automatically updated Scheduling Tasks The calendar displays the current month and can be used to schedule various tasks You can schedule events up to nine months in advance by simply clicking on the next month button You can scroll back for up to three months You might notice that this function is exactly the same as the CMA calendar We recommend that you start with the move date and work backwards Mark 30 days prior to the move date for the UNDER CONTRACT DATE This will add urgency and even if your affiliates can get a property closed faster You just look better if it has to happen that way so plot the time and then schedule the showing date s Give them reminders along
7. Buyers Tour Choosing Menu Commands The right angle bracket symbol gt denotes the path for menu items Items will be in boldface type For Ex To choose the Address Book function under Contact Database which is in the Setup menu the instruction would be Click Setup gt Contact Database gt Address Book Mouse Clicking When a mouse click is required the default is left click If a right click is required it will be stated in the documentation For Example Click Get Photos button means left click Right click Get Photos means obviously right click Help Information There are five types of Help in this program They are as follows 1 Smart Help Dialog Box Access by clicking the Help button on the dialog box This opens the main help file with full help text and images to the topic that relates to the open dialog box 2 What s This Identify components of a dialog box using the following method a Click the question mark in the top right corner of the dialog box or click Shift Em b Drag the question mark to the area in question c Click once on the area This opens a small text only popup box with a brief description of the component d Click on the text box to close it when finished C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 19 3 Smart Help Menu Access by selecting a menu function with your mouse Instead of clicking on your mouse to execute the function press the F1
8. Preview Custom Beet w Remark Report Sand E blai Cancel The E mail screen will appear with the Prospect s name already listed in the To field The E mail screen will list the types of reports available for e mail to prospects To choose a report s for a prospect to view check the box next to each report to be sent The links located under these reports allow the user to preview the listings before sending the e mail to the prospect Sending the E Mail Click the Send E Mail button once and a confirmation will display letting the sender know that e mail has been sent They will be returned to the E mail screen and an entry will be made to the prospect s History section Should the user to decide to cancel E mail click the Cancel button What should the Prospect do when they receive the LINK The e mail recipient clicks on the report link to view the listing s The number of links the client receives depends on how many report formats the sender selected When the recipient clicks on any of the report link s they will be taken to the live NTREIS Listings site and shown only the listing s the NTREIS Listings user has selected for them to view The recipient may re open the e mail at a later date C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 14 for up to 30 days and click on the report link and receive up to date information on the listing s including any changes that have been ma
9. Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 16 To contact the potential prospect click the other agent s name link and their Information Screen will appear You could either phone the agent or click the agent s email link and send an email message 1 CAREEN A CALDWELL 405 1 HEATHER CLANCY Taal Step 4 Clicking the agent s email address link will open your email client software with the prospect agent s name already typed in the To field Exporting Importing Contact Information Prospect information from the NTREIS Listings system can be exported to a file which can be used by other programs or imported from Outlook To export prospect information Step 1 Click on the Export button on the Prospect List screen Vew Hrocoect Lise Aude Prospecto oH arse Prorpect no Eo eea pte Pe ani a matte i that a Peoria fee ermal Ha E tion Set i uN 2 ap e ea u oe gt uza esme EJ ene Sennvich H He has 12 2302 OOGA E Emh be 3 273 Sae A ane a Ho Exprstian Set ae E ll O E tint Saarti Fla Soy 135 can Mor nose Pas Taa 18 mE athe Ho Expitetian Sct eh ha Boats Gert oad He Exnirstian Set ha Emits Sere i rien Ta Ha Aig 10 2002 05 DEAN la awa 27 2002 OC ODAN impe Mew Prospect Step 2 When the File Download box appears on the screen choose whether to op
10. and the Add Existing Custom Search to Prospect Button will be displayed at the bottom of the screen View Prospect Lisi Contact Information Last eit an a ci its Creighton ji k SH ae First Name fe ure Home Phone hae DFE Sa i Otice Phone cal Phone Number Address 1 mee ie oe se pra sitet oe Address pa E fi Etat eo fier LeC snyspcom O ok ie eee muti adcresses wih a semicobo a a A Siena Save Acto Hotfication Email Ita EE E ie reas o Yes E 0 Me A AS A RES CE Prospect Expires ine ES oe i a ia Nos te w e ja a Maa A dell oda i O Custom Search Configuration 0 Se Seren _Greighton Search Last Timestamp Lie EE 09 00 7 ee Sear Tie Active Listing zo Reverse prospect Tt Ho ios Last Listing Email ETETE 10 stn Re ti Peed tier eet SETENTA Description ee pane Ses co s oam m om eee ee me a m e Auuto lotify i AE PA EOE Add Easting Custom Search to Prospect Tl Add Mew Custom Search io Prospect Clicking on the Add Existing Custom Search to Prospect Button displays the following screen C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak l F mga Custom Search for Pros Prospect fanero 0 00 01 Sers oo om Ez Step 1 Click the down arrow next to Stored Search and all saved Custom searches will be displayed One may be chosen from the list Step 2 Click on the Submit button Auto notification Add Cus a S
11. button on your keyboard This opens the main help file with full help text and images 4 Smart Help Button Access by selecting a menu function with your mouse Instead of clicking on your mouse to execute the function press the Shift F1 button on your keyboard or do the following a Click on the Standard toolbar b Place the what s this symbol over the desired function c Click again 5 General Access This accesses the entire Help file not a specific topic as 1 4 do Click Help gt Help Topics to access the Index In the field 1 enter a key word and click Display To access the Table of Contents click Contents Technical Support When you call please be at your computer with Buyer s Tour running and have your serial number and this manual within easy reach We can serve you better if you have the following information available when you call 1 The version of Buyer s Tour you are running Go To Help gt About 2 The type of hardware you are using Specifically PC model Video card model Printer model 3 A clear description of what happened when you encountered the problem 4 The exact wording and number of the error message 5 A summary of any attempts that you made to try to solve the problem C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 20 Loading Properties There are two methods for importing properties from the Property Listings Table to Buyer s Tour Method 1 1 Di
12. can create as many additional cover letter bodies as you need 3 Click OK to go back to the Personal Documents dialog box Creating a New Cover Letter Body Buyer s Tour should display the following name or something very similar to it in the File Name edit field of the Cover Letter Body section of the Personal Documents dialog box c Tour_rpt coverltr txt lf you want to create a new cover letter body do the following C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 45 1 Change the name in the File name field For Ex If you wanted the new file to be called newcover txt then change the text to read as follows c Tour_rpt newcover txt 2 Click Open and the Modify Cover Letter Body dialog box opens with no text showing 3 Type in whatever information you wish to include in your Buyer s Tour cover letter and click OK This new letter will now be saved under the new name newcover txt Remember that you have only changed the body of the cover letter and that Buyer s Tour will fill in all of the other necessary information Select a Cover Letter From the Personal Documents dialog box click Browse in the Cover Letter Body section The Select an Cover Letter Body dialog box opens Choose the cover letter body desired for the current Buyer s Tour You can use any cover letter you have created including documents created in WordPad Select an Agent Resume 1 The Agent Resume section is locate
13. the way about the lender and create a new calendar when you are under contract remember to remind them about insurance and if they are going to be there for the inspections try to put the date on the calendar If there are additional funds due on the down payment and you have deadlines include them as well These calendars usually end up on the fridge so if you use magnets now is a good time to hand some out C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 38 May 2001 Double click on the date to add an activity eee pr pee eE i 2f 28 29 30 31 1 up to two activities per day July 03 2001 Activity H Listing Review f weekly for 24 weeks C Monthly for JS month foo H2 Open Howse Double click on the day you want to schedule an activity You can include 2 In the Activity combo box type in the name of the activity or choose from a list of pre defined activities by clicking on the down arrow and selecting a topic Board Tour Office Tour Open House 3 Enter a start and finish time for this activity C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 39 4 If the event will be recurring weekly or monthly check the appropriate radio button and enter a duration into the field 5 Enter information for a second activity if desired 6 Click clear if you make an error and want to delete the contents of the box 7 Once you have comple
14. toolbar to reopen it 5 After you create a new Tour and select your Contact data click Yes to confirm importing the properties from the Property Listings Table into your Tour Contact Database The Contact Database is the same throughout the entire program Please refer to the Contact Database section in the User Manual for more information Contact Mode Contact Mode is a state where all actions performed are associated with the open Contact When you open a Tour contact information is imported into the Contact Client information section When you save a Tour it is associated with the open contact Opening Contacts and Tours in Contact Mode If you open Buyer s Tour through the Quick Access toolbar while you are in Contact Mode you will remain in Contact mode and the saved Tour will be associated with the open Contact 1 Click File gt Open Client Contact or click Open Client 8 on the Standard toolbar The Open Contact dialog box opens 2 Select a contact name using one of three methods Click on a contact name in the Select Contact column If the contact name isn t visible scroll down to the name Click on the first letter button of the contact s last name ai afe cjofefefe fa KE Enter the first few characters of the contacts last name in the Search on Last Name field 3 Highlight the contact s name in the Select Contact from List section Select Contact from List Cau M J C Winnt Pro
15. Dak Working with Buyers doc 3 24 05 2 58PM Dak 12 If the choice is Yes all prospects chosen for e mail will be timed stamped Those prospects not chosen will not be time stamped Choosing No allows the prospect s listings to be e mailed but not time stamped It is recommended that the time stamp feature be used on a regular basis as a type of Hot Sheet for the prospect After the Time Stamp choice has been made the E mail Prospect screen appears View Prospect List NMILS 9736820 MLS 9704391 MLS 9750441 E Mail Laurie Creighton Return to Listings Each selected prospect will appear with the selected listings beneath their name An E mail button will be located below each prospect s listings To choose a prospect to e mail click the E Mail button located below the prospect s listings E Mail Screen C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 13 E Mail Listings to Laurie Creighton Creighton Search To LEE sayisp com CE BOE Send me a copy From bitimarkallro com Subject Bew Listings Rody af Message Tale 2 Sook 20 thessi properties 21 111 0211 por ECO Sigbafure Senare not selected Select what von would like to send Properties Buyer Short Page Preview Boye Short Pare Piense verify that these are the correct 1 Birer Full Page Preview Bore Full Page lane CICMA Page Preview CMA Page Customer Brief oy Remarks Report
16. K if you are finished editing properties Deleting Properties To delete properties 1 Highlight the desired property 2 Click the Delete icon Note Select Edit gt Undo Delete to restore the deleted property View Search Criteria This feature allows you to review the search criteria that you set for the Property Listings table C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 35 View Edit Search Criteria 7 Records added to Buyer s Tour at 06 44 PM Jul 05 2001 Area 5 Downtown List Price 250000 300000 Baths 4 ji Status Code Active Bedrooms 4 Records added to Buyer s Tour at 06 30 PM Jul 05 2001 Replacing MLS Photos for Tour Properties You can add or substitute a photo for any of the Tour property photos that were downloaded from the MLS system To include a different property photograph in your Tour 1 Scan the photo and save the image as a BMP TIF GIF or PCX file 2 Save the picture to the picture folder 3 Rename the first photo so that it matches the MLS number of the desired listing and add a 000 extension If your graphics program can t do this then do the following a Open Windows Explorer b Right click on the image and select Rename c Delete the current suffix and enter 000 4 Rename the second photo with a 001 extension For Example If you want to replace a photo for a property with an MLS of 908233 you must name the first photo 908233 000 the se
17. Working with Buyers C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak l Working with Buyers Buyers like immediate gratification and love e mails with each new listing that matches their search criteria you may give them this satisfaction by setting up Prospecting in NTREIS Listings Do you know the one question that will get a buyer to sign a buyer rep agreement every time Do you want me to be able to tell you if the house is over priced Followed with cannot do that unless am working in your best interests this Buyer Rep agreement is the document that gives me the authority to represent you and it tells the rest of the industry that am on your side in this transaction It actually spells out how we may work together to get you the best price and terms based upon your financial situation of course Using LMP for Buyer presentations The one mistake that most REALTORS make with buyers will be revealed and how to simply avoid it will be discussed It is so simple that it may seem silly when explain this but have found it to be true Most REALTORs don t ASSUME that the buyers that have asked them for help to find a home REALLY want to buy The REALTOR will pull listings and go show them but they probably won t do a CMA on the subdivision so that an offer could be constructed on the trunk of the car if they so desired Listing Manager Pro assumes that the Buyer will make an offer from the first
18. ak Working with Buyers doc 3 24 05 2 58 PM Dak 50 You can customize any of the other reports described above using Report Writer In that program you can do the following to a Buyer s Tour report 1 Add your photo 2 Add your Company logo 3 Insert Clip art 4 Reformat the layout 5 Add data fields 6 Subtract data fields To edit these reports please refer to the Report Writer s User s Guide Notes C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 51
19. and every other time they show property We will visit the Buyers Tour in Listing Manager Pro today Accessing Prospecting inntreis Listings Click Prospects from the NTREIS Listings Navigation bar E My Page Search Reports Prospecta Tax Transactions Financial Member info E F7 F View Prospect List Welcome Screen E Mail Helo Marketlinx Home E Add Hew Prospect ee Reverse Prospecting i This area is used to store a prospects personal information and associate one or more custom searches created for them Associating a custom search with the C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 2 prospect allows the user to find new listings or listings that have changed in status or price that meet specific criteria for the prospect and gives an option to print a report s or e mail the listings to each prospect Auto notification of the prospect s matches can also be activated or deactivated from the Prospect screen View Prospects The View Prospects screen lists prospects in a line item format with their associated custom searches and summary information View Prospect List dd Mew Prospect a o Prospect harme SD y el oa o GAL Expiretion api Search Harmi Number y Money Tome Heip 3 Errail Sink Osis Y Creighton Laurie 274 Emad Ho Peaiatian Sel Pl recreo Search Ta he 209 18 SE GROBAN do Erens Sant i HieiHer Peter a TEENIE Email E eran VE he Exovetion Set El pinte Se
20. cond 908233 001 etc Then move it into the picture folder C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 36 Appending Properties You can add additional properties that are based on new search criteria in the Property Listings Table to a saved Buyer s Tour To do this 1 In the Properties window click Edit gt Append Comparables If the listings are not current a dialog box opens to alert you and to confirm using them Contirm You are about to append to the Buyer s Tour Property Table with Property Listings data created at 06 59 Phi on Jul 05 2001 Do you want to continue 2 If they are current a dialog box opens asking to confirm that you want to append your Buyer s Tour with the current listings 3 Click Yes to confirm append Note If you click No then return to the Property Listings Table and run a new search to update your listings 4 Buyer s Tour will then add the properties that were just imported from the Property Listings Table to your comparables list 5 You can now print the Buyer s Tour with all of the previously saved settings 6 Everything that relates to comparables graphs market analysis comparable property pages will be reflected in your new criteria Replacing Properties in a Saved Tour To replace the properties in a saved Buyer s Tour without changing the search criteria 1 Go to the Properties window and click Edit gt Replace Properties If the listings
21. ct Task dialog box has the date wednesday Week 2 Month 7 April 11 2001 EJES Editing Sales Plans To edit any Sales Plan do the following 1 Click sales plan to open the Sales Plan dialog box opens 2 If you want to add activities that with a different starting day click on the new starting day on the calendar in the Select Starting Sunday section 3 Click once on the Sales Plan that you wish to edit 4 Click Edit 5 Double click on a day and modify your activity See Modifying Calendar Activities for more 6 Click OK twice when finished to return the contact calendar C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 43 7 If you want to edit the start date simply click on the new start date in the Sales Plan dialog box 8 Click OK when finished You will see your activities display on the Sales Plan Calendar starting during the assigned week 9 Click OK when finished to return the contact calendar Copying Sales Plans You may find that you want to create a new Sales Plan based on an old one Rather than redo the entire plan you can copy a Sales Plan and then edit it To do this 1 Click on the Sales Plan button on the toolbar The Sales Plan Name dialog box opens 2 Highlight a Sales Plan Name click Copy 3 Type in a name for a new Sales Plan 4 Click OK to return to the Sales Plan dialog box 5 If you want to modify the copied Sales Plan see Editing Sales Plans
22. customize your Buyer s Tour by including or excluding any of the available pages or options Print Dialog Box Once you have configured the Buyer s Tour to your satisfaction you can do the following 1 Print it 2 Preview it 3 Change the printer 4 Choose the number of copies to print 5 Change the print quality To print the report C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 49 1 Click Print Tour E pu 2 Click OK To preview the report 1 Click Print Tour 2 Click Preview 3 Click Next to scroll through your report pages 4 Click Zoom to magnify your report if needed 5 Click Close when finished or click Print to print the report To change the printer 1 Click File gt Set Up The System Printer List dialog box opens 2 After selecting which printer to change to click OK 3 Once you have set up your printer you may never have to do this click OK to return to the Buyer s Tour dialog box 4 Click OK to print your Buyer s Tour To choose the number of copies to print 1 Click Print gt Tour 2 In the Copies section delete the current number and type in your desired number 3 In the Print Quality section click on the arrow on the list box and choose a quality Remember that the higher the number the better the print quality and the larger the file Customizing the Default Buyer s Tour Reports Buyer s Tour has the following default pages C Winnt Profiles D
23. d in the same folder as the cover letter Click Browse and the Select an Agent Resume dialog box opens 2 Choose any document to be your resume including those created in WordPad Change directories if necessary 3 You can add edit or delete any information from the resume Since it is a WordPad file any changes made or information added is done so through WordPad Adding Personal Documents You can add your own personal documents to enhance your Buyer s Tour report In the bottom of the Personal Documents dialog box there is a section entitled Available Personal Documents In this section you can add remove open or browse additional documents To add a personal document 1 Click Add The Add Personal Document dialog box opens C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 46 Add Personal Document Document Title Wy Letterhead Document Path flarchivelwf letternead doc Browse Cancel 2 Enter a name for your document in the Document Title field 3 In the Document Path field type in the path of your file or click Browse and using standard Windows techniques navigate to the folder containing the file A Click OK when finished You will return to the Available Personal Documents dialog box and your file will be added Available Personal Documents Add My Personal envelope ff archive witenyvelope doc Remove MMi Letterhead archive tt letterhead doc Oper Bro
24. de to the listing s Fim Rea Sr Cea Re eto 1 oR To Locarno com Ger Kens cabet hes Usos Take a book at Giese properties and I wil coll vou TAMET IT yon areng the Netscape Morigenor 34 Weel Client or tater Microsoft Cetfiook 97 or later or an email arolication that sapports hyperinks chek on the imi Bao to open your web browser Those asin other solace that does not sappert beperboks may mord to copy sad paste the ink inte the location bar of thei web browser The lees sent with this E Mlad will expire 30 days from 111172003 Buyer Fil Pass Some e mail applications do not display URLs as links in messages In those cases recipients of the e mail listings should copy the URL from the e mail message and paste them into their browser s Address bar E Mail History Each time a user sends listings to a prospect via e mail including auto notification and time stamps the results of their search a history may be built at the bottom of the prospect screen providing that the email history choice is set to yes The date and time of the message will be displayed along with a link to what was sent Entry Date Comments Feb 2 2007 9 30AM Buyer Full Pagg Edt Deita Feb 5 2001 17 37 Ahi Buyer 114 ae Edt Desta a 5 2001 3 24PM ee i Page Edt Delete Feb S 2001 9 14PM Buyer Full Page Edt Delete Feb 6 2004 11 05Ahi Buyer 1 4 Page Edt Delete Feb 6 2001 4 11PM Buyer Full Page Edt Delete Feb 6 2001 8 35PM CMA Page Edt Delete
25. dominium 3 MulteFarmily 4 Mobile Home A Vacant Land 2 Click on your desired property type 3 Click OK 4 The New Buyer s Tour dialog box opens Hew Buyer s Tour El ES Select Client Use existing client Create new client C Ho client 5 Choose a client mode 6 Click OK C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 29 Create New Client If you choose Create new client the Contact Wizard opens 1 Enter contact information click Next Contact Wizard Enter required fields then click Next Contact Name Last Hame First Hame Middle Mame Contact Type Buyer h Additional Contact required fields Finish Cancel 2 Enter residence address information optional click Next 3 Enter business information optional click Next 4 Enter important notes if desired Creating a New Tour No Client Buyer s Tour can not create a Tour without name and address data If you don t have a specific client enter any information to proceed Opening an Existing Buyer s Tour Open a saved Buyer s Tour by doing one of the following Enter the Tour s name in the File Name field click OK C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 30 File Open El x c Ee Look ir Sy TOUR CA zalesplans a caulfield btr a leai btr a EE File name thombush btr Files of type Buyer s Tou
26. ea in which you can add other properties to your properties list Above is an example Your MLS may have different fields To add properties C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 33 Add Comparable Status ACTIVE ed Address 1256 Main st Bedrooms A Bathrooms 0 00 Square Footage 2 500 Original List Price 350 000 List Price 325 000 Sale Price 324 000 List Date Shores Remarks AER 1 Click the ADD icon 2 Enter the new property information 3 Click Add to add the current property and continue adding more properties 4 Click OK when finished adding properties Editing Properties In the Edit Comparables dialog box you can edit the property information for any property in your list This box can also be opened by double clicking on the desired property on the Property Listing Table C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 34 Edit Comparables El E 1143 M St 4 Bedrooms Bathrooms 2 50 Bedrooms 4 Remarks Stately family friendly hm in heart of Inlet View Bootleggers Cover area Lovely curb appeal Fabulous kit for gourmetentertaming Charming unr off kit for morning coffee Oversized garage w storage galore Deck over gar off MBR ABR lg Even haz Ej ki To edit properties 1 Click the Edit icon 2 Edit the property information 3 Click Prev or Next to modify the property and continue editing more properties 4 Click O
27. ea rch f for r Pros spect Ti TET 182002 00 00 Stof Ca a cmn A Pet tre ciar E The Auto notification function allows the NTREIS Listings system to automatically search and email matching listings on a daily basis Step 1 Activate auto notification by clicking on the radio button preceding Yes C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 8 Step 2 Click on the Submit button The Custom Search Configuration screen will be displayed Click on the Edit Settings link that appears in blue t fie Pov rage ee Le E Hees ETE k eT Lee ere An Auto notification input screen will display This is the most important button in the entire Prospect function It defaults to NO So watch for it C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 9 Step 1 Indicate that you want email notifications sent to your client and or you Step 2 Key information in Subject and Body Step 3 Click on the report that you d like to display the listing within Step 4 Click on the Submit button An email containing links to properties that meet your prospect s criteria will be sent daily and you will be copied if you choose Auto notification may be deactivated at any time by choosing the No option next to Activate Auto notification NTREIS Listings will time stamp so that duplicate properties will not be sent in the future However the Search Date will no
28. en or save the file To export and open in another application choose save C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 17 File Download E Some files can ham your computer F the file information below NE looks suspicious or you do not fully trust the source do not open or save this file File name contacts txt File type Text Document From ntreis marketlinx com An This type of file could harm your computer if it contains malicious code Would you like to open the file or save it to your computer te More Info Step 3 If saving the file designate the location to store the file Step 4 Open the application you want to import the information into and follow that application s import procedure To import contact information from Outlook Step 1 Click the Import button on the Prospect List and follow the instructions given e In Microsoft Outlook go to File and click Import and Export e Select Export to a file and click Next e Select Tab Separated Values Windows and click Next e Select the Contacts you wish to export and click Next e Select where you wish to save the contacts on your computer and click Next e Click Finish Step 2 On the NTREIS Listings Import page click Browse and select the file you just saved C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 18 Step 3 Click Import Listing Manager Pro
29. files Dak Working with Buyers doc 3 24 05 2 58 PM Dak Z2 4 In the Associated Files list double click on the file that you want to open ofS oc Mistings stourkleo btr 5 Click Open The contact s name will appear in the title bar at the top of your screen Note If there are no contacts in the contact database the Open Client button tll will be disabled Exiting Contact Mode You must leave Contact mode if you want to create Buyer s Tours that will not be associated with the open Contact If you decide to associate them with a contact see Associating Files with a Contact To leave Contact mode Click closetour Close Tour Associating Files with a Contact The Associate w Contact option lets you associate a Buyer s Tour with a particular contact To do this 1 Open the Buyer s Tour file you want to associate with your contact 2 Click File gt Associate w Contact 3 The Contact Address Book opens Click on the contact name that you want to associate with the Buyer s Tour Note In version 5 0 you can associate multiple reports with a contact A Click Associate C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 23 5 If the contact in the owner information window is different than the contact with whom you want to associate the Buyer s Tour a warning dialog box Buyer s Tour Ed 2 Client Information does not match Owner Information dE Override the Owner Information
30. gre 7 fe g 12 700 051 lo Fresca San 3 Wayne Bruce Had A Erai Ho Expiratian Set Plan ne are 126 H AT 2S 03 00 lc Emi Eai wies Listings Coeck All Prespa ots Hew Prospect Export impar The prospect s name will be colored and underlined indicating that the name is a link Point and click on the link to display the prospect s information screen where information can be updated including name address and phone information along with their custom search auto notification and email history The E mail address of the prospect also displays as a link Click on the E mail link to send a prospect a personal E mail without listings Clicking a Custom Search link displays the customized search criteria allowing changes to be made A search of the entire database can also be made from this screen without regard to any date range C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 3 2 For ease of use we recommended creating one or more custom searches for the prospect and saving the searches with the prospect s name before adding the prospect to the NTREIS Listings system The Time Stamp column displays the last date and time the prospect s listings for a particular custom search were viewed and time stamped Add New Prospect Click on the New Prospect tab at the top of the screen or the New Prospect button on the bottom of the prospect list to record personal information for a client
31. he case you can use this information in all of your closing costs If they don t work for a particular contact you can modify the default costs for that contact These fees have been setup for this area You may want to check them for accuracy several times a year They may be modified as seen below Modify Closing Costs From the information entered in this dialog box Buyer s Tour calculates all closing costs for the selected properties To set up your Default sheet 1 Click Setup gt Modify Closing Costs C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 25 Modify Closing Costs Select Closing Costs to Modify Defaut gt 2 Click OK to open the Default dialog box Default El Ei Loan Information Interest Rate 5 0000 E Loan Fee 2 0000 de Additional Loan Fee Prepaid Items Prepaid Insurance 0 2000 E f Sof Price O Fixed Cost Pod Int of Days Mas 30 lo Impounds PMI tax etc o Monthly Payment PMI 0 5750 2 ir Zofloan Fixed Cost Property axes fi 2500 EA ZofPrice C Fixed Cost Hazard Insurance p 3000 za ZofPrice C Fired Cost Mon Recuring Costs l Homeowner Dues t fo Add Closing Costs Dialog Box Loan Term pears Down Payment 5 0000 E C Fixed Cost 3 of Price Cash Deposit o Credits o lf you do business in more than one jurisdiction you may need to maintai
32. ing listings that are either new have come back on the market or involve a price change for each of the searches chosen C1 Prospect Name Laurie Creighton Custom Search Creighton Search Resis Eros Changes sl E Check All Lings for Laune F Be dpe v ges 5 PET T ATE SETE Residendi Wee Leings AGT Er 51155020 Act 5108 R Fli Awi 1108 513250060 A A a E SES A ee OO a o A a AA Ponte Cale ene teege Aug 18 1007 ORAR Moe ti HS 1024 AMA Available Reporta Agent Full Report pu Agent Sref Repr Customer Full Resort Customer Erei Ple part lustomer Brie wema Reger onal Listos Ti o Photo Fut Report we Custon Repos fade forth RES Fma ONLY Check 4ll Lisanegs Pai row Lostrnol a View a Report for the Listing To view an agent report for a listing click on the MLS number Once inside the report a navigation bar will appear allowing the user to go to the next or previous listing for the prospect select the listings of interest or click on the To List button to return to the Prospect s Listings page After the listings have been selected for each prospect click on the Narrow button to view only the listings that were selected The user can now print from the available reports list or e mail the listings to the prospect C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 11 Print a Report for the Prospect The Available Reports b
33. n several closing costs sheets to account for differing tax rates The Add Closing Costs dialog box provides you with an area to enter the new closing costs sheet name and base it on a previously saved closing cost sheet To access closing costs 1 Click Setup gt Add New Closing Costs when in the main window of Buyer s Tour C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 26 Add Closing Costs New Closing Costs Mame Base Closing Costs On Defaut 2 After you have selected a name and an existing closing costs sheet to base the new one on click OK to open the New Closing Cost dialog box Default Ed Loan Information Interest Rate 5 0000 ae Loan Fee 2 0000 E Ppd Int of Days Max 301 fo Additional Loan Fee 100 Impounds PMI tax etc o Loan Term pears 30 Down Payment 5 0000 me Monthly Payment Fhill o 5750 x SofLoan Fired Cost Cash Deposit o Property Taxez li 2500 aai ama Prepaid Items Prepaid Insurance 0 2000 sE te ZofPrice C Fixed Cost te Z of Price C Fixed Cost 3 Complete the information in this dialog box 4 Enter all of your Buyer s loan information recurring costs and payments Payments may either be based on a of Price or a Fixed Cost To add any non recurring costs click Non Recurring Costs on the lower left see above to open the Default Non Recurring Costs dialog b
34. n section This dialog box allows you to enter specific information about your client Consider asking those 3 questions A Tell me what you absolutely have to have in your new home B What would be nice to have C What do you absolutely not want This serves 2 purposes It will save you from having to show a lot of properties and if you ever get to the point where a buyer is asking you I don t know which one would you buy You may refer them back to these questions and hopefully help them DECIDE Which house to offer on first This will help me to narrow down and identify the few properties that are the closest to what you are looking for in your new home Agent Notes for Client Info El ES Agent Notes C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 32 Add Edit Delete Properties The Props section displays the properties imported into Buyer s Tour You can append replace add edit or delete any of these properties as needed for your Buyers Tour Only the properties you choose are included in the Buyer s Tour report 4 1134 L St 5 5 4811 Haru 4 200 4 2840 Katalla Cir 5 375 5 2266 St Elias Dr 4 3 00 4 2637 Arlington Dr 3 25 3 2324 Hialeah Dr 5 300 4 L23 B5 Flagstone Cir 5 3 00 5 L16 Chevigny St 4 250 4 3048 Mary Anne Ct 4 3 00 4 7627 Stanley 3 200 3 L15 B5 Katahdin 4 250 4 7610 Berry Cir 4 3 00 4 Adding Properties The Add Properties dialog box provides you with an ar
35. ormation for later viewing in the View Prospects screen Every time prospect configuration information is added or changed the Update button must be pressed Linking to New Custom Search To link a Prospect Record to a New Custom Search click on the Prospect s Name from the View Prospects Screen and the Add New Custom Search to Prospect Button will be displayed at the bottom of the screen C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 5 i Te i im l pii a me oe a ee ee ee oe eee Ome ee Se es ee ee ees es ee ee ee E o a an erm oe ey ee es i ee oe cee eee ow he ee ee ee ee ee See pe ee ces soe eee oe ee ee Se eee 1 7 gt a 1 e a c re m mm Clicking on the Add New Custom Search to Prospect Button displays the following screen arsa Office Template Creighton Search Elevator Search Jones Search A caress Manual Listings A Cemonspaces Pisier Search Dining Areas Pool Search Fireplaces TS Office Template ull Batt Baths 1 Full Baths 2nd Level Full Baths ard Level Full Baths Bsmt Level P Garaga Spaces Wayne Search C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 6 e Search Criteria maybe chosen and the search saved by keying a name in the Search Name field Linking to Existing Custom Search To link a Prospect Record to an Existing Custom Search click on the Prospect s Name from the View Prospects Screen
36. ox 5 Enter any additional costs their amounts and types in these fields 6 You can enter up to 16 Additional Costs For each cost choose the type of cost from the drop down menu 7 Title Insurance and Escrow Fee tables are provided You can choose whether to calculate based on 100 50 or None You can click Change to open the Fee Table dialog box to edit these three tables as needed C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 8 Click OK to close this dialog box and return to the Default Non Recurring Costs dialog box 9 After you have completed the Fee Tables click OK to continue Delete Closing Costs Dialog Box To delete a Closing Costs 1 Choose Setup gt Delete Closing Costs 2 Using the down arrow select the Closing Costs you wish to delete Delete Closing Costs Ei E4 Closing Costs to Delete Jterst a pa MEC 3 Click OK to delete the Closing Costs 4 Click Yes to confirm the deletion Notes Page C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 28 Buyers Tour Listing Manager Pro Opening a New or Manual Buyer s Tour In a new Tour Buyer s Tour will import property listings from the Property Listing Table In a manual tour you must enter the properties manually TO open a new or manual Buyer s Tour 1 Click New or Manual Tour The Select Property Type dialog box opens Select Property Type El E4 Select Property Type 2 Con
37. ox will list the reports available for printing including custom reports corresponding to the property type of the listings After selecting the listings select the report to be printed How to Time Stamp the Prospect s Listings Time Stamping sets the current date and time as the starting point for the next time the prospect s listings are checked To update the time stamp for printed reports click once on the Time Stamp button located at the bottom of the search results screen The next time View Listings is selected for the prospect only the properties that have been added to NTREIS Listings since the previous time stamp will be shown along with any listings that have been changed for example a status or price change This feature is used to provide a continuous update of new listings that meets prospects criteria and to keep from viewing old listings It is important to remember that if you intend to e mail listings and the Time Stamp button below the Available Reports box is clicked there will be no listings to send If you intend to e mail use the Time Stamp button that appears after the E Mail Listings button 1s clicked E Mail a Prospect s Listings Once listings have been selected to E mail click on the E mail Listings button and the Time Stamp Confirmation Screen will appear with following options Would vou like to set the lime Date tor your Selected Prospects C Winnt Profiles
38. r Files btr Cancel Double click on the desired file in the File Name list box A Entering Client Info and Property Search Criteria The first window of Buyer s Tour is used to enter contact information property search criteria and Agent notes If you select Create a New Client or Use Existing Client then the contact information will automatically import into this window 1 Enter your contact name and address information into the Client Information section Client Information Client Marne Agent Notes Title First i Middle Last Mr Holden Caufield Address City State i de Salinger Street fs an Francisco Ca Esa 2 In the Property Search Criteria section at the bottom of the dialog box enter specific details about your contact s property in the field s provided 3 In the Key Feature fields enter the important features your contact is looking for such as a pool or garage 4 In the Client Notes on Desired Feature section enter more for your contact s desired property features C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 31 Property Search Criteria Area Beds Baths Price Presido E j 450000 Sig Ft Lot Size Age sooo 2 acres i U Rey Feature kep Features kep Features view of Golden Gate Bridge Client Notes on Desired Features To access the Agent Notes for Client Information dialog box Click Agent Notes located in the upper right of the Client Informatio
39. rking with Buyers doc 3 24 05 2 58 PM Dak 4 Instead of entering these plans in each Buyer s Tour file you can make a Sales Plan and import it into every Buyer s Tour The Sales Plan allows you to define and record a typical pattern of activities and then display them in a calendar with one action To insert a Sales Plan 1 Click sales plan to open the Sales Plan dialog box Sales Plan E4 Select Sales Plan Select Starting Sunday Sun Mon Tue Wed Thu Fr Sat a 26 27 209 1 E d 10 11 12 13 17 18 2d 3 a gt ES Delete 2 Click on the starting day on the calendar in the Select Starting Sunday section This instructs Buyer s Tour on which date to begin your pattern of activities 3 Click Create to open the Sales Plan Name dialog box Sales Plan Hame FE Mame of New Sales Plan tt _ send 4 Enter a name for your Sales Plan 5 Click OK to open the calendar C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 42 Month 1 Thursday Saturday A lO 6 Double click on the day that you want your activities to begin The Activities dialog box will open 7 Enter information in the dialog box in the same manner that you did when you were scheduling a task for the individual contact See Scheduling Tasks for more The only difference between the two dialog boxes is the heading The Sales Plan Task dialog box has the day and week stated in the upper right corner the Conta
40. splay the desired properties in the Property Listings Table 2 Download any desired photos 3 Click Buyer s Tour on the toolbar or click Tools gt Buyer s Tour 4 Open a New or Manual Tour See Opening Contacts and Tours in Contact Mode for more After you create a new Tour and select your Contact data click Yes to confirm importing the properties from the Property Listings Table into your Tour Method 2 1 Display the desired properties in the Property Listings Table 2 Download any desired photos 3 Open Buyer s Tour using any standard Windows method 4 Open a New or Manual Tour See Opening Contacts and Tours in Contact Mode for more 5 Click on the Properties tab 6 Click Edit gt Replace Properties Click Yes to confirm importing the properties from the Property Listings Table into your Tour Tour supports the inclusion of up to 40 comparable properties in any Tour report If your search results contain more than 40 properties a warning dialog box will open when you create a new Tour If this occurs and you want properties other than the first 40 listed imported into your Tour then mark the properties that you wish to include in the Tour report by doing the following 1 Close Tour 2 Click with your mouse in the M column on the Property Listings Table C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 21 3 Click Edit gt Delete Unmarked Records s 4 Click Tour on the Quick Access
41. t be changed in the prospect record and the emails will not be listed if email history for auto notification was not selected Delete Prospect onner tinier l ar Mame Buyer Porat Hama Bick Rama PHHH CH bee ce Adressi Address 2 LA ob cesia Fin Cee Eul Eluverdenyisp ow Geared mife ec ree ih a eee oy Bava Asa UodAration EmA edo ree LN Froscscd Expires ini Mons lees 5 Delete doqlipdals To delete a prospect click on the prospect s name and then click the Delete button located to the left of Update in the prospect information screen The system will ask for confirmation of the request to delete the prospect information click OK to confirm or Cancel to discontinue the deletion This will delete the prospect but not the custom search If the user desires to delete the custom search they must go to the custom search section and delete the search from there C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58PM Dak 10 View Listings for Prospects To view a prospect s listings check the boxes to the left of the custom search you wish to run and click on the View Listings button The user can select one or more searches to view listings for or all of the searches at once To select all of the searches click on the Check All Prospects button After the View Listings button has been clicked a new screen appears with the prospect s name the search name and any match
42. ted this dialog box click OK to re display the current month with the added activity 15 Listing Review 9 00 10 00am Listing Review 10 00 11 30 am 22 Listing Review 10 00 11 30 am 29 Listing Review 10 00 11 30 am Note You may scroll through up to three additional months and add activities as needed Modifying Calendar Activities If the list box doesn t contain appropriate categories you can modify the list and add your own categories You may add these additional items by simply typing them in the box Be cautious about the upper case lower case as it will print as you type Watch your spelling as well To edit follow the following procedures 1 Click Edit 2 The Modify Calendar Activities dialog box opens C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 40 Modify Calendar Activities kl E Board Tour Listing Review 3 Enter your desired activity 4 Click Add 5 Add more activities in the same manner or click OK to return to the Tasks dialog box Clearing the Calendar To delete all activities from the calendar 1 Click Clear on the vertical toolbar A dialog box opens Buyer s Tour 2 Clear displayed month 2 Click Yes to confirm the deletion Sales Plan You may find that for each contact you have the same methodology for selling their property For Ex Every Monday Open House 9am 12pm Every Tuesday Listing Review 11 30am C Winnt Profiles Dak Wo
43. wse M Prompt before printing To remove a personal document 1 Select the document you wish to remove 2 Click Remove 3 Click Yes to confirm the deletion To open a personal document 1 Select the document you wish to open 2 Click Open The file will open in its associated program The browse document feature allows you to change the path of an existing file but maintain the title To browse a personal document 1 Select the document you wish to browse C Winnt Profiles Dak Working with Buyers doc 3 24 05 2 58 PM Dak 47 2 Click Browse 3 Using standard Windows techniques navigate to the folder containing the file 4 Select the file 5 Click Open You will return to the Available Personal Documents section and the new path will be displayed Choosing which Documents to Print This screen displays all of the available pages that may be included in your Buyer s Tour There are four report configurations Mini Standard and Long and Default Note If no pages are selected a warning dialog box opens You can select a report in one of three ways 1 Click on a button in the toolbar on the left 2 Select a report from the Format menu 3 Click in the appropriate checkboxes in the Select Reports dialog box Select a Buyer s Tour Report Style Default Report Style F aaah Form Property Info amp Marketing Analysis Introductory Letter T Buyer s isis Cover Page M Property Sheets Client Request Info
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