broker market analysis and strategy report user
Contents
1. PRINT FILE i e the document and making the PRINT FILE available 10 1 Merging the data with the documents can take a few seconds During this period a message is displayed telling the user that the document is being prepared Page 4 of 8 10 2 When the merge is complete the message changes to state that the document is available and shows a PRINT FILE number The file number is a long number followed by the suffix pdf 11 At this point you have several options To use any of these options you must have the Acrobat Reader installed on your PC See the system requirements section of this user manual if you do not have an Acrobat Reader 11 1 Click directly on the numeric file name with the left mouse button and the Print File is displayed in the same Internet Window You may want to scroll through the print file to insure that it contains the correct information 2 After review print the file by clicking on the printer icon shown in the Acrobat window 3 If you need to change information in the print file close this window and you are shown the Edit and Print Control screen Select the appropriate EDIT button to go to the screen containing the data you wish to change and modify it 11 11 11 4 After completing any changes additions or deletions click on the Edit and Print Control button Save the data file and then click on the Submit to Server button 11 5 When the system tells you the document is available y2. check this manual for help e Gather the following information and call the Technical Support phone number listed above o Your name and company name Version number of Internet Explorer Information about your computer operating system e g Windows 95 98 XP NT 2000 ME etc What you were doing when the problem happened Your email address phone number and fax number oo0o0o o Sometimes it is necessary to get a copy of your data txt file in order to fix a problem If so we will give you instructions for sending this to us Training is available from MB Associates Inc Please call toll free 866 385 3515 for more information or to schedule a class or send an email to or fax 703 273 3256 Visit our web site at www mbaiforms com for helpful tips on this product to order products or to find out about more products and services available from MB Associates Inc Page 7 of 8 Page 8 of 8
3. in most fields Windows will usually offer a set of previously entered values for you to select from and thereby reduce typing time 12 A user can Open saved data files txt files to modify existing transactions or to use as starters for new transactions This feature can be used to create template files in which default values can be pre set Template files might include Company name address telephone MLSID etc Associate name address telephone email MLSID etc 13 The ERC BMASR document is only one of many documents required by Realtors Custom versions of a complete Document Preparation system for a Real Estate firm can be provided These Doc Prep systems can include all listing agreements sales agreements exclusive agency dual agency unimproved land contracts checklists advertising order forms etc that are used by the firm including standard real estate association documents Custom versions can include any documents in use by your firm If multiple documents in a package use the same data the data is only entered once and will populate all relevant fields on all forms Please contact us toll free at 866 385 3515 if you would like a custom system for your organization How to use the system OVERVIEW The main screen for the ERC BMASR system is named the Edit and Print Control screen There are several parts to this screen which are explained in this manual The Edit buttons on this screen correspon
4. numeric and verbal fields are printed 4 Arithmetic calculations are automatically performed by the system 5 There are never any updates required to be installed by users of this system When the Employee Relocation Council updates the document the updated versions is automatically made available on the system Therefore the user does not need to take the time to do updates and is assured that the document is the current version of the document 6 Data files are saved either on the client PC using standard Windows conventions or on the MBAIFORMS server Data files saved on the client PC can be saved to a hard drive floppy local network server or anywhere your system can store files Page 1 of 8 7 PRINT FILES are generated as Portable Data Format pdf files These files are viewed and printed with Adobe Reader available at no cost from Adobe Corporation PRINT FILES can be saved under any name and in any folder you choose 8 Additionally PRINT FILES can be emailed to others using standard compatible Windows based email packages Email of these documents is particularly useful since they can be viewed and printed by anyone that has a copy of Adobe Reader or its predecessor Adobe Acrobat Reader 9 Documents can be printed to any printer supported by Windows 10 Blank documents can be printed 11 The Internet Explorer auto complete feature retains a record of data entered in each field When entering data
5. want to make an ERC folder for the sole purpose of saving the data and PRINT FILE s to that folder 5 2 The OPEN DATA button is used to open a data txt file This re populates all the fields as they were when the data file was saved Then you can add to modify or delete the data without having to re enter it 5 3 The Clear All Data button is used to empty all the fields on all the data entry screens It is to clear the current data file and start again for another document while remaining on the system 5 4 The Submit to Server button is used to send the data file to the server to merge the data with the document and generate the Acrobat document for viewing printing and email Data files on the Server 6 1 Use Save Data On Server to save a data file on the server The data file is saved privately for you No one else can see or use your data files 6 2 If you have saved a data file and wish to save it under a different file name use Save Data On Server As This button enables you to create a new data file using the current data in the data entry screens 6 3 Use CLICK HERE TO OPEN A FILE FROM THE SERVER to open a data file from the server This re populates all the fields as they were when the data file was saved Then you can add to modify or delete the data without having to re enter it EDIT BUTTONS correspond to each Section of the BMASR document 7 1 In the center of the screen are the EDIT buttons that open the data entry
6. If the page you want to print is on the screen select Print Current page Alternatively enter the page numbers you want to print and print them 1 5 Keep in mind that this document requires legal size paper Therefore when printing in Acrobat be sure to select legal size paper in the Printer Dialog box before you print the document DOCUMENT NOTES Note 1 Internet Explorer displays a download progress indicator at the bottom of the screen This indicator is usually in the lower right corner of the screen You can tell when a download is complete when the indicator is full Page 5 of 8 At the bottom left of the screen Internet Explorer also displays the web address of the page being downloaded during the download When the download is complete this page address changes to read Done Many systems also display an icon on the taskbar showing two monitors one of which represents the local PC and one represents the server The monitors are shown as lit up when communications are ongoing The monitors are turned off when communications are complete Therefore when the monitor lights are turned off that is a second indication that the download is complete System Requirements You must have the following packages installed on your PC to use this system 1 Internet Explorer 5 or later At the time of this writing the current version is IE 6 0 2 Adobe Acrobat Reader version 4 0 or later current version at time of this writing i
7. MB Associates Inc 9904 Great Oaks Way Fairfax VA 22030 Toll Free Phone 866 385 3515 FAX 703 273 3256 Internet www mbaiforms com E Mail info mbaiforms com MBAIFORMS ERC BMASR ON THE INTERNET This manual is a reference manual It is meant to be used after you know how to use the system It can be used to learn how to use the system as well but it is primarily a reference manual The MBAIFORMS ERC Broker Market Analysis and Strategy Report BMASR system is an easy to use system that requires the Microsoft Internet Explorer web browser and the Adobe Reader If your PC does not have either of these packages you can download them from the web as described later in this document Features of the MBAIFORMS for ERC system 1 This system can be used from any PC that has Internet Explorer version 5 or later Therefore you are not tied to a single PC All you need is your email address and password to use the system 2 Data is only entered once and then used wherever it is needed For example all entries related to the Subject Property are entered one time The system uses that data in both the Comparables and Competitive listing sections 3 Numeric to verbal conversions are automatic When entering a numeric amount that must also be written verbally the system automatically converts the number to a verbal statement and completes the verbal field Only the numeric amount is shown on the data entry screens and both the
8. cription of the market in which the house is located 7 1 6 Competing Listings description of the subject property and competing listings 7 1 6 1 Data entered in the Subject Property column will also populate the Comparable Sales Subject Property column 7 1 7 Comparable Sales description of the subject property and comparable listings that have sold 7 1 7 1 Data entered in the Subject Property column will also populate the Competing Listings Subject Property column 7 1 8 Additional Comments significant features of the property and positive amp negative influence on the marketability of the property 7 1 9 Value Analysis the table acts as a calculator to generate a Most Likely Net Price See the description in paragraph 7 1 3 for the data that is copied from the Subject Condition screen 7 1 10 Marketing Strategy write the Marketing Strategy that will be used to sell the subject property After completing the entry of data on these screens go to the Edit and Print Control screen to save the data txt file on the client PC or to save the data file to the server Finally on the Edit and Print Control screen click on Submit to Server to send the file to the server to generate the Print File The server merges the data file with the BMASR document and creates an output file in Adobe Portable Document Format pdf This action opens a second window The purpose of this window is to display the status of building the
9. d to the sections on the BMASR document itself Click on an Edit button to go to the data entry screen for that section The flow of events in this system is the following 1 login a This displays the Edit and Print Control screen 2 Use the Edit Buttons on this screen to go to the data entry screen for each section of the form for which you have data to enter 3 After you have completed entering all the data either save the data file txt as a text file on your PC using the SAVE DATA bution or save the data to the server using the Save Data to Server button 4 Send the data file to the server for merge with the document by clicking on the SUBMIT TO SERVER button 5 The system prepares the completed document i e the PRINT FILE in Acrobat pdf format and makes it available for viewing and printing 6 If you wish to save the PRINT FILE you can download it to your PC Once the PRINT FILE is saved on your PC you can view the file print it or email it to your client or others who have an Adobe Reader That is all there is to it INTRODUCTION TO FILES IN THIS SYSTEM There are three types of files used in this system The files are 1 Client PC data files txt 2 Server data files xml 3 Print Files pdf Page 2 of 8 In this system the user enters data in a series of data entry screens and generates a data file The data file can be saved either on the Client PC or on the Server The important thing to
10. elow If you have never changed any settings in Internet Explorer and your system saves data and re loads data files without a problem you can ignore this section Each time you access the system it either downloads an Active X control or Java Script into your PC The purpose of this bit of software is to allow you to save your data files on your PC and open your data files from your PC If you are using the Active X control you need to know that we mark the Active X control as unsafe for scripting That is the term that Microsoft has applied to code that is downloaded from a server to a client PC that stores data locally To allow this code to operate a parameter needs to be set in the Internet Explorer browser Tools Internet Options area Settings This section describes the parameter settings needed for the Active X control There are two different downloads currently in use and the one that will download to your PC depends on the capability of the Windows Operating system on your PC If the PC has the Java Virtual Machine installed the download will be Java Script If your system does not have the Java Virtual Machine or an incompatible version of the Java Virtual Machine the system will download an Active X control Usually we will have told you during the initial telephone walk through which version you are registered to use If the system does not save data to your local PC successfully please call the support number and we wil
11. es and the suffix is not visible to the user Print Files are generated by the server Print files are the result of merging the data files with the ERC BMASR document This merge process is executed on the server When the Submit To Server button is clicked the data file is sent to the server The server merges the data file with the BMASR document and generates the PRINT FILE The PRINT FILE is designated by a file number However the PRINT FILE can be saved by the user on the client PC using a file name PRINT FILES are not saved on the server and cannot be saved on the server PRINT FILES are Adobe files Their purpose is to be printed or emailed to clients PRINT FILES are the final output of this system Step by Step Instructions It is best to read this section while you are on the system and do each operation as you read about it 1 Open Internet Explorer to the web address 1 1 Click on LOGIN Do not register as you are already registered and attempting to do so again will result in service being denied 1 2 Login using the email address and password you gave us 2 The first screen displayed is the Edit and Print Control screen titled Employee Relocation Council Broker s Market Analysis and Strategy Report 2 1 This is the control screen and from this screen you 2 1 1 can access each of the Edit or Data Entry Screens corresponding to each section of the document to enter data 2 Save a data fi
12. find them again 13 1 2 It is useful to change the file name from the file number shown to a more memorable file name For example assume the numbered file name assigned by the server is 500912345 pdf When you select the Save Target As option you change the name to a name that is more understandable to you such as the Bekins File pdf 14 After the document has been printed saved or both you are done with this transaction Acrobat Reader Notes There are several features of the Acrobat Reader that are particularly useful These are 1 Find all instances of a word in the Acrobat file For example say you want to locate the word water in any section of the document Click on the Edit command in the menu line of Acrobat Reader and select Find in the pull down menu or use the Ctrl F shortcut Type in the word water and the Acrobat Reader will find the first instance and display the document at that point To find the next instance of this word click on Edit and Find Again or use the Ctrl G shortcut and Acrobat Reader will display the next instance of the selected word 1 2 Go to a specific page of the document Click on Document and select Go to Page or use the Ctrl N shortcut and select the page you wish to go to 3 Use the scroll bar to scroll through all the pages of the document to get to the one you want 4 To print a single page Click on File and select Print in the pull down menu
13. l help configure your system If you are using the Active X control we will usually have helped you set the necessary parameters during the initial telephone walk through If not and if this seems complex to you please call the support number and we will walk you through the process Page 6 of 8 In either case the first time you use the system on any PC you may be shown a Microsoft Security Warning asking you if you want to accept certified code from MB Associates Inc Since the system does not use anything saved on your PC it will download script to your PC each time you log in The script has several functions including performing the arithmetic calculations and enabling you to save data on your PC 1 1 When you see this warning message if you are on a PC that you will use regularly for this application check the box labeled Always Trust input from MB Associates Inc box and then click OK 1 2 If you are on a PC that you may only use once for this application there is no need to check the Always Trust input from MB Associates Inc box Just click OK to enable the PC to use the script only for this session The following describes the setting needed to turn on the Auto Complete feature of Internet Explorer On the Windows Desktop Click the START button Click on Settings Click on Control Panel Click on Internet Options in the control panel display AONT Wi Internet Options dialog box is displayed Click
14. le for future modification or use as a template 3 Submit the data file to the server to merge the data file with the document and generate the PRINT FILE in Acrobat pdf format 3 Atthe top of this screen under INTRODUCTION select the purpose of this session Either this session is to complete a BMASR for Home Marketing Assistance or for Homesale Buyout 3 1 Keep in mind that there is no mandatory data in this system Therefore if you want to omit data from any field you can leave the field blank In this case if you do not want to select either Home Marketing Assistance or Homesale Buyout select None 2 1 2 1 4 Note the two sets of Action Buttons shown at the bottom of the screen 4 1 The first set of Action Buttons enables saving and using data on the client PC These are titled Save Data To Local PC Open Data From Local PC Submit to Server amp Clear All Data 4 2 The second set of Action buttons enables saving and using data on the server These Action Buttons are titled CLICK HERE TO OPEN A FILE FROM THE SERVER Save Data On Server and Save Data On Server As 5 Data files on the client PC Page 3 of 8 8 5 1 Use Save Data To Local PC to save the data txt file as a file anywhere on your PC that you choose We recommend that you always save the data txt files in the same folder so that you will always know where the data files are You may
15. ou can again click on the file number and view and print the completed documents 12 You can e mail the Print File directly to others While viewing the document on line click on the MAIL button in the Internet Explorer Button Bar If your email system is either Microsoft Outlook or Outlook Express that will display an email message dialog box Other E mail products may or may not work Enter the email address of the recipient enter a subject in the subject line and write the message that will accompany the file Then send the message That will send the Print File as an attachment to the email 13 Save the Print File to print and or e mail it at a later time 13 1 Download the print file and save it on your PC See Note 1 in the Document Notes section of this manual To do this click on the numeric file name with the right mouse button and a menu is displayed with a series of choices 13 1 1 Click on Save Target As and the system will download the file to the location you specify The location is the folder and file name you assign to the file t is important that you remember where you save these PRINT FILES You will only be able to find them if you know which folder you saved them to and you know the file name you assigned to them We recommend that you make a new folder in which you always save the PRINT FILES perhaps a My BMASR folder After that always save the PRINT FILES to that folder and you will always be able to
16. remember about a data file is that it contains only the data that the user has entered in the data entry screens Data files are not document files and they are not meant to be printed or emailed to clients Data files are solely used to save the information entered by the user in the data entry screens A data file is saved so that the user can change data values and generate a new or modified version of the PRINT FILE without re entering all the data manually Data files saved on the client PC should be named to include a suffix of txt for example the brown house on green street txt or jones txt or 1234 anystreet txt or cendantone txt or any name you want followed by txt The purpose of saving the data file with this suffix is to allow the user to clearly differentiate between a Data File and a Print File Print Files are automatically given the suffix of pdf to designate them as Adobe Acrobat format files The two different suffixes are important for several reasons The most important is that when a user is seeking to OPEN a Data file that is on the client PC a txt file is accompanied by a notepad icon whereas an Acrobat file is accompanied by the stylized Adobe icon Since both files may have the same name using these icons easily distinguishes them and the user will be able to select the Data file Data files saved on the server do not need any suffix These files will automatically be saved as XML fil
17. s 5 0 To see the version of Internet Explorer IE that you have do the following While you are using Internet Explorer click on the HELP command in the menu line at the top of the IE window In the pull down menu click on About The screen that appears includes the version number If it is not version 5 0 or later please download and install the current version Download time will vary based on the speed of your internet connection so make sure that you have the necessary time set aside to do this Upgrades from older versions of IE are available at no cost directly from Microsoft fittp windowsupdate microsoft com If you do not already have a copy of the Acrobat Reader it is available at no cost from www adobe com Please click on the Adobe button to download and install this package The download time varies depending on the speed of your connection so make sure that you have the necessary time set aside to do this Probably less than 15 minutes If you need to set parameters for this system see the section titled Parameter Settings at the end of this document Parameter Settings Introduction If you would like to save data locally on your PC but are unable to the following information applies Please call tech support to walk you through these settings if you feel uncertain about doing any of this yourself To save data locally on your PC the parameter settings for Internet Explorer may need to be set as shown b
18. screens for each section of the Broker s Market Analysis and Strategy Report document Click directly on an EDIT button to go to the data entry screen for that section of the document The buttons are 7 1 1 Subject Information general information about your company the subject property etc 7 1 2 Financing information about financing for the subject property 7 1 3 Subject Condition Repairs and Improvements needed to secure financing and to improve the salability of the subject property The table acts as a calculator to show the total interior and exterior Repair and Improvement amounts as well as the total 7 1 3 1 The Contributory Value is a judgment that is made by you and that field is not calculated The Contributory Value is copied to the Most Likely Sales Price field in the With Repairs amp Improvements column of the Value Analysis screen The value is automatically added to the Most Likely Sales Price value entered in the AS IS column of the Value Analysis screen 7 1 3 2 The total cost of repairs and improvements is copied to the Cost of Repairs and Improvements field in the With Repairs amp Improvements column of the Value Analysis screen The value is subtracted from the Most Likely Sales Price in this column to calculate the Most Likely Net Price 7 1 4 Inspections Disclosures required inspections and disclosures for sale of the property 7 1 5 Market Areas Des
19. the Content Tab at the top of the Internet Options dialog box Click the AutoComplete button in the Personal Settings area of the Content Tab There are four checkboxes shown in the dialog box If the checkbox labeled Forms is not checked click it to check it Click OK to accept the setting The following describes the parameter settings only required for Active X control users f you have not been told that you are registered to use the Active X control skip steps 5 1 thru 5 4 5 1 Click on the Security tab 5 2 Click the Custom Level button at the bottom of that tab 5 3 In the Security Settings window that appears find the parameter titled Initialize and Script ActiveX Controls not marked as safe and select the Prompt radio button Do not change any other parameters in the Security Settings window 5 4 Click OK at the bottom of the Security Settings window 6 Click OK to exit the Internet Properties box one OO Ne Once you have completed this the package will run without a problem If it does not or if you need help with configuration please call technical support Support If you have questions about anything in this manual or questions on the use of the product please call toll free 866 385 3515 Telephone technical support for MBAIForms are included in the subscription price If travel is required to fix a problem travel and on site time are billed separately Before you call for support e Did you
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