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Fusion MLS User Guide

1. 1 E Send Cancel 2 Type an e mail address in the To box Add CC and BCC addresses if desired 3 Type a subject in the Subject box 4 Edit the text if desired 5 Click the Send button Related Topics The Text Editor on page 19 130 Maps Driving Directions 131 Contact Manager Contact Manager The Contact Manager The Contact Manager The Fusion MLS contact manager enables you to keep your contacts orga nized You can add remove and edit contacts from this page You can also manage your contacts prospecting searches and contact websites from the contact manager Select the Contact Manager option from the Contacts menu to open the contact manager ON oU A UC N Et L i i i P Address CellPhone Email J 2G ds O 255 555 5555 555 555 P 555 555 5 E 555 532 2035 555 4544 555 541 56 E Search box type a contact s name or e mail address to narrow the contact list Grid list select a display grid Grid manager button click to open the grid manager Save grid button click to save changes to a custom grid Add contact button click to add a new contact Contact details button click to open the contact details panel for the currently selected contact Sort button click to sort the contact list 8 9 Filter button click to filter the contact list Print button click to print the contacts grid or contact reports 10 Tools menu c
2. ProspectingGrid u WIRES Results Gri E Edit Grid if Set Sort Order 9 Set as Default Grid Copy Grid amp Delete Grid 2 Click the grid whose sort order you want to set to select it 3 Click Set Sort Order to open the sort order screen Sort Order Grid Name ProspectingGrid Specify the order in which results will be displayed in this grid Ascending sorts the results from lowest to highest values or alphabetical order Descending sorts the results from highest to lowest or reverse alphabetical order Sort By Allow Internet Display YIN v O Ascending e Descending Then By Allow Comments Reviews Y v Ascending Descending Then By Allow Estimates of Value Y v e Ascending Descending 4 Select a column from the Sort By list 5 Select Ascending or Descending 6 Select additional sort fields from the Then By lists as needed and set the sort direction for each 7 Click Save Member Search The member search feature enables you to locate other MLS members You can access the member search screen from the Search menu 85 Searching Office Search Office Search The office search feature enables you to locate other MLS offices You can access the office search screen from the Search menu Open House Search The open house search feature enables you to find open house events You can access the open house search screen fro
3. RSF 5 d 1984 4291 1888 12 f A eem ACT DET ns RSF 4 5 AM 4535 1 975 4 ACT TIDET o B G 1976 Bes 91 300 You can sort a grid on a single column reorder columns and with the grid manager create custom result grids Related Topics e The Grid Manager on page 77 Selecting Grid View To select grid view Click the grid View button under the search task bar Loading a Saved Grid gt To apply custom or system defined search results grid Select a grid from the grid list ae EL Criteria Results Details 13 Matches 1004 MC T5 h mii 2ndoffice level grid All fields Sorting the Grid on a Column You can quickly sort a grid on a single column gt To sort a grid on a single column Searching Search Results Click the column heading to sort the grid on that column ascending Click the column heading again for a descending sort A triangle in the heading points up or down indicating the sort direction Reordering Grid Columns You can drag and drop columns in any order you choose gt To reorder grid columns 1 Place your cursor over the heading of the column you want to move 2 Hold down the left mouse button 3 Drag the column to its new position 4 Release the left mouse button Gallery View Gallery view displays search results as thumbnail images and summary infor mation EB TM Price 1 995 000 2 295 000 ton AM Price 1 995 0
4. Tozoom in and out Click the zoom in gj and zoom out buttons on the map view control panel 122 Map Views e Maps Map Views Full Map Hide Map F t This pure amp SHES Map views are different ways of displaying map information Fusion MLS offers several map views Road View Road view displays a road map Aerial View 123 Maps Map Views Aerial view displays a photographic image taken from above Jie Move Map A Full Map Hide Map Rectangle Circle Pohon un LI 3 gap relati drLoritiou Bind Manis Hybrid View 124 Maps Map Views Hybrid view displays an aerial photograph with a road map overlay Sans iDiegoug T EI es University 4 X srr Mong e Move Map F F rs 1 S FU Ful Map gt Hide Map Drawing To E Hg Mitznni Circle Pohajon ELE b rum Um T uNa Re Marlin Lus eH At ol Ait I3 20 x E Mt Hope AF La Cemelery a y 7 L 3 yen Natio i A rm LT E T ad 15 N Ta H MEYA Ser Staton Y g i Birdseye View 125 Maps Driving Directions Birdseye view displays a close range aerial photograph of the area currently in the center of the map Birdseye view may not be available if the map zoom level is too far out or if there are no buildings in the area M SS um Move Map a a pA U Full Map Hide Map 9 Rectangle 2 circle A Poligo
5. in the gadget s title bar gt To view your inventory Double click one of rows in the Inventory Watch gadget to see the listings displayed in a search results screen 31 The Home Tab Gadgets The Fast Find Gadget The Fast Find gadget enables you to perform searches from the Home tab You can search by e Location city postal code address intersection e Address MLS number C E by Location Address ML Find listings within 1mile v of Property Type Beds Residential Detached Any Price Range Saft to Any v v Show On Market Listings only SEARCH To perform an address search from the Fast Find gadget 1 Click the Quick Search gadget s Address tab 2 If desired type a street number in the Street box 3 Type a street name in the Street Name box This is a required crite rion Do not include the street type e g Street Avenue in the street name 4 If desired type a unit number in the Unit box 5 If you want to limit your search to on market listings select the Show On Market Listings only check box 6 Click the Search button To perform a city postal code address intersection search from the Fast Find gadget 1 Click the Quick Search gadget s Location tab 2 Type a city name or postal code addtess or intersection in the location box This criterion is required f you enter an address it must be a full address street number stree
6. Print Options Contacts to be printed _ Single Contact a Selected Contacts 1 All Contacts 2 Print 4 Results Grid Reports Paper Letter Legal Layout Portrait Landscape Preview Print Cancel 2 Select the Reports print option 3 Select an envelope option from the reports list 4 If desired click the Preview button to see a print preview 5 Click the Print button to open a print dialog 6 Select your print options 7 Click Print Custom Contact Display Grids With the grid manager you can create custom grids that display the columns you want to see in the order you want them to appear You can set default grids and specify the sort order for your custom grids Creating a Custom Contact Manager Grid gt To create a new search results grid 143 Contact Manager Custom Contact Display Grids 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set SNE Grids E Create New Grid ProspectingGrid RES Results Grid E EditGrid e Ga Set Sort order Set as Default Grid lCopGrid j ER Delete Grid 2 Click Create New Grid to open the grid edit
7. 1 From the map tools panel on the search map click Rectangle 2 Place your cursor on the location you want to make the first corner of the rectangle The cursor should look like a crosshair 3 Click the mouse to set the corner 4 Move your cursor to the location you want to make the opposite cor net of the rectangle 5 Click the mouse to set the corner Modifying Map Shapes When you draw a shape on the search map you will notice dots or nodes on each side and on each corner of the shape You can use these nodes to mod ify the shape gt To modify a shape on the search map 1 Move your cursor over a node 2 Hold down the left mouse button and drag the node to the desired location 46 Searching Search Results 3 Release the left mouse button Removing Map Shapes gt To remove a shape from the search map Click the shape s clear button gt To remove all shapes from the search map From the map tools panel click Clear Map Search Results 47 The search results screen displays records returned by a search You can view results in a grid in a thumbnail gallery or on a map The search results screen offers many ways to sort filter and organize your search results as well as print and e mail listing information returned by a search To open the search results screen from either the search criteria or details screen click Results in the search task bar n i i b 5 Matche
8. Grid Column Auto Fit The auto fit feature enables you to adjust the with of a single grid column or all the columns in a grid to accommodate headers and data without cutting off text 21 Basics Grid Column Auto Fit gt To autofit a single grid column 1 Move your cursor over the right hand border of the header for the col umn you want to autofit 2 When the cursor changes to two outward facing arrows double click to autofit the column gt To autofit all grid columns at once 1 Right click the header row to open a context menu 2 Select Autofit all columns 22 Basics Grid Column Auto Fit 23 The Home Tab The Home Tab The Home Tab The Home Tab The Home tab displays your gadgets which provide quick access to various Fusion MLS functions You can specify which gadgets appear on the Home tab and rearrange them to suit the way you work My folder 0 Sign Out Gh Customize this Page Search by E Aer etait dj out this System Location me my Arte Listings i Walcoma t MarkatLinz z how MLS interface Post Code Within Expiring thin 14 Days NOME Sida Expiring M Devisen ging Ihe opr sur Akaia Fins amah imis v Pending Listings Dr nins MLS sakan Hs an axpnass vn Wpb nprdcason hal run on ali maje becwesers deskinps and npananng ariari FLY nrbi 245 Panding Sales p sysioms including Mac OSX Salar Chrome and Firmiana Gold Shin amp Mortis D Corinna vd
9. Maps Driving Directions 1 Click the numbered button next to the address and hold the left mouse button 2 Drag the address to a new position in the address list 3 Release the mouse button Route Options Route options determine how the driving directions are calculated and dis played e Display how the instructions appear on the output screen e g text only text with point to point maps Round trip select this option if you want Fusion MLS to calculate round trip directions e Route how Fusion MLS calculates the routes between points e g shortest distance shortest time avoid toll roads prefer highways Distance in how distances are expressed miles or kilometres You can set the route options from both the input and output screens Driving Directions Output Screen 128 Maps Driving Directions The output screen displays driving directions between the addresses you spec ified on the input screen You can also revise print and e mail directions from the output screen Driving Directions Display Text wPoint To Point Maps Route Options Steet ee Distancein Miles Reverse Route 9 jg m 5 AN Eh Esas iN ud 3 E 2 Rancho T E B santeFe n x t l aah ak ay i as E vw atn Nc ae of e Ea F 16 ets me T 3 Sang Am erick KL Mission Bay Park Northessst E LAE EOU LO Mison Cap C2008 MANIED eje Ras ee x ans From origin A
10. Prefix P Suffix I Alignment Left Field Mask None Display Format Short Code Use this format for all fields in this grid Column Width 15 w Best fit all columns characters approximately 6 3 Modify the formatting as needed 6 4 Click Save to return to the grid editor 7 Click Save Related Topics Field Format Settings on page 79 Field Format Settings A field s format settings determine how the field is displayed in the grid Format Field Exterior Column Header Exterior l Prefix Suffix Alignment Left disse Field Mask None x Display Format Short Code Use this format for all fields in this grid Column Width 45 w Best fit all columns characters approximately Depending on the type of field some settings may be disabled 79 Searching The Grid Manager Column Header the text that appears at the top of the grid column Prefix text that precedes data displayed in the column For example if the prefix is approximately then all data in the grid column will be prefaced by the word approximately Suffix text that follows data displayed in the column For example if the suffix is or more then all data in the grid column will be followed by the word approximately Alignment text alignment in the column left middle or right Field mask sets formatting for numeric fie
11. cot 3 Remove this field Price in Thousands Button The price in thousands feature provides a quick way to enter prices When the feature is enabled the thousands button is visible and you do not have to type the last three zeros of a price greater than 1 000 Both of the following examples result in a search price of 250 000 With the price in thousands feature Search Price 250 000 2 Without the price in thousands feature Search Price 250000 L5 a Toturn the price in thousands feature on and off for an input field Basics The Text Editor To disable the feature click the thousands button 9 next to the input field The button will change to show that the feature is disabled To reenable the feature click the enable button next to the input field The button will change to show that the feature is enabled 009 The Text Editor The text editor enables you to type and format text Sincerely 35 t7 1 Font family list select a font from this listbox 2 Font size list select a font size from this listbox 3 Bold button click to make text bold 4 Italics button click to italicize text 5 Underline button click to underline text 6 Color selector click to open the color palette and change text color 7 Bullets button click to create bullet points Spell Check Basics The Text Editor The text editor has a spell check feature As you ty
12. 1 Salutation 2 Restore 4 Move your mouse over the Save menu item and click Save these set tings as my defaults Insert Merge Field Defaults v Save Save th tt defaults Salutation Pieces sine Ac ae def Restore gt To restore a report page s defaults 1 From the Report Pages list click the edit button for the report page you want to edit The edit page screen will open 2 Click Defaults to open the defaults menu Insert Merge Field Lv a Save Salutation 1 EL k Restore ed 111 CMA Wizard Editing Report Pages 112 3 Move your mouse over the Restore menu item Insert Merge Field M Defaults v Save mn s m Salutation lel 1a S Restore y Restore to my defaults Client Name iclier tN Restore to system defaults coments li 4 Select an option Restore to my defaults Restore to system defaults Using Merge Fields Merge fields are placeholders for data that may change over time such as con tact information When you open a report page edit screen merge fields appeat in square brackets e g OfficeFax The value that actually appears on report pages comes from current MLS data By using merge fields you can ensure that the information in your presentations is always up to date Toinsert a merge field 1 Left click your mouse at the point where you want to insert the me
13. Select your print options 11 Click Print Getting Driving Directions from Search Results To get driving directions from the search results screen 1 Select the check box next to the listings you want directions to 2 From the search task bar click the directions icon L3 to open the directions input screen The selected listings addresses will appear in the address list 3 Add remove or reorder addresses as desired 4 Select route options 5 Click Get directions gt To get driving directions for a listing directly from the map 58 Searching Search Details 1 Right click a listing pin on the map to open a context menu i Drive to here Vist Drive fram here R Settings About Adobe Flash Player 10 2 Select an option Drive to here or Drive from here to open the driv ing directions input screen Depending on the option you select the listing s address will be in the starting or ending position 3 Add remove or reorder addresses as desired 4 Select route options 5 Click Get directions Related Topics e Driving Directions on page 126 Search Details The search details screen displays in depth information about each of the list ings returned by a search Different types of information such as listing reports maps tax data and demographic information are displayed in panels You can specify which panels appear on the search detai
14. Setting a Default Contact Manager Grid 148 Contact Manager Custom Contact Display Grids The default grid is the grid that automatically loads when you open a page that uses a grid to display data such as the search results page or the contact man aget Your current default grid is indicated bya in the grid man ager gt To set the default grid 1 Click the grid manager icon m to open the grid manager Grid Manager The Grid Manager allows you ta create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set Grids AderessOnh ETT i Prospecting Grid W RES Results Grid 5f Edit Grid Cc P Set as Default Grid Copy Grid E Delete Grid 2 Click the grid you want to set as the default to select it 3 Click Set as Default Grid Setting the Default Contact Grid Sort Order You can set the sort order for grids that you have created Depending on your permission level you may be able to set the sort order for other grids for your office or firm as well You can sort on up to three columns gt To set the sort order for a grid 149 Contact Manager Custom Contact Display Grids 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your sear
15. The Agent Notification tab enables you to e Specify if and how you want to receive copies of auto notification e mails The report format you want to receive Default Auto notification Settings You can specify default auto notification settings that will be applied automat ically to a prospect search when you create it gt To specify default auto notification settings Prospecting The Contact Web Site 1 Move your cursor over the Settings link at the top of the screen to dis play the settings menu 2 Select Auto Notification Defaults to open the auto notification default settings screen 3 Edit the default settings as desired 4 Click the Save button The Contact Web Site When you set up a saved search for a contact you can choose to send the results in a link to an online report or a Contact Web Site This 1s a personal ized web site where a contact can view the listings returned by all the searches you have set up fot him or her Your contact can mark listings that he or she is interested in or not interested in Contacts can even leave notes for you about listings on the web site You can mark listings as recommendations Yout contact s saved listings favorites possibilities rejects and recommenda tions as well as notes are accessible from within Fusion MLS You can view these and all listings returned by a contact s searches from the Search Man aget and Contact Manager modules Global Web Site
16. gt To print the search results grid 1 Click the Print button to open the print options panel Properties to be printed Single Property Selected Properties 2 _ All Properties 20 Print Results Grid Reports Paper Letter Legal Layout Portrait Landscape Print Cancel 2 Select an item to print e Single record If you select this option select the record to print from the list under the option If you have selected any records from the previous screen the Selected option is available Choose this to print the selected records All Select this option to print all records from the previous screen 3 Select the Results Grid print option 4 Select a Paper option 5 Select a Layout option 6 If desired click the Preview button to see a print preview 7 Click the Print button to open a print dialog 8 Select your print options 9 Click Print To print listing reports 64 Searching Search Details 1 Click the Print button to open the print options panel Properties to be printed JJ Jj Single Property s Selected Properties 2 i All Properties 20 Print iu Results Grid Ll Reports Paper Letter Legal Layout Portrait Landscape Preview Print Cancel 2 Select an item to print e Single record If you select this option select the record to print from the list under the option If you
17. listing addresses 158 172 Contact web site My Listings link 157 171 Contact web site personal photo 157 170 E mail 172 E mail CC option 173 E mail signature 173 E mail your address 1 3 Sorting Search results 53 Search results grid 49 Special controls Calendar control 15 Clear button 17 Listboxes 1 Price in thousands button 18 Spell check 19 System information gadget 33 System requirements 12 T Task bar icons 37 Text editor 19 Changing text color 20 CMA Wizard 113 Selecting text 20 Spell check 19 Tooltips 15 U Unlinking listings from a contact 153 180
18. Propel Sereni tco beeSEN teem e abe 25 volt con pe RC 98 PAIERO ck TC 99 K PO re eE ee ee A ese ae 101 Saving a Presentation as a Template 0 000005 103 Creating and Uploading Custom Reports 104 Creating a Custom REO OM ues docs oer ders cona 104 Uolodainga PDF REDON us nsa ch deans b reat 105 Your Presentation Library leeren 105 Creating a New Presentation Template 106 Editing a Presentation Template exec rd Ra alte o d ion 108 Copying a Presentation Template us o sacer eee Rr c 108 Deleting a Presentation Temiplate voveo e ee bea eg iutes 109 Setting the Default Presentation us eve ce EE 110 Editing Report Pages cece cece ence 110 Overriding Presentation Settings 020 005 110 Rage Deiat T 144 Usha Merge I SlelS sues Esca d aki aa ae Run aes a 112 Usine the Textil OL OE oc udu m aote Sd act m Sb dra e US 113 Viewing E mailing and Printing Presentations 116 Editing and Deleting Presentations 117 Maps 3 8 9 9e bs a eee dete Pape nad ups aes n Fusion MES Maps 5 529 x3 ace Sewn soe tae Rte Roe eels 120 Map View Control Panel ees 121 Map Tools Panels vec Re Rr SERM Ee E E 121 Zooming and Panning the Map 122 Map VIEWS 3 32 thoy gue dU edu tU UR SORS em mb ges 123 RecN cr EP TEENS MERE 123 ANAL IUIS uou d e cited a eno e a h Eutr 123
19. Searching Search Results Viewing Listing Details gt To view listing details e Click the details button gt next toa listing s ID label to go directly to its details screen Click the Details button in the search task bar to open the details scteen E mailing Search Results To e mail listing reports 1 If you are mailing from the search results screen click the check box next to the listings you want to e mail you can skip this step if you want to e mail all listings on the screen 2 Click the Email icon to open the e mail options screen Email Options Properties to be emailed Single record _ All 17 visible records Reports to be included in email s selected records RES Agent Full Report2 RES Agent Full Rpt Two Page RES Agent No Photo Short RES Agent Short mr ee a C E ef Email Cancel 3 Select the properties to send 4 Select the reports to send e Hold down the CTRL key while clicking reports to select more than one report 54 Searching Search Results 5 Click the Email button to open the send e mail screen Send Email Subject Property for you Message Click the link below to view property listing s of interest j RES Agent Full Report Back to Email Options Cancel 6 Type the recipients e mail addresses in the address boxes To or CC To add someone in your contact list or an MLS member 6 1
20. Service gt To add a comparable property by MLS number 95 CMA Wizard CMA Wizard Steps 96 1 Type the comparable property s MLS number in the box Enter the MLS for an additional comparable property here Add 2 Click the Add button To add comparable properties from a tax search 1 Click the Add comparable property from Realist Tax Service but ton The tax search criteria screen will open Realist Tax Service Search Define the Subject Property below to locate comparable properties from Realist Street Address 136 W 65th St City New York County Alexander v Zip Code 00000 Specify what criteria to use for finding comparables in Realist Sales within the last 6 months Properties within 5 miles of the Subject Property Square footage within 15 of the Subject Property Sale Price Max of Bedrooms Max of Baths Max Lot Size Max Search public records for additional ay comparable properties 2 Enter your search criteria and click the Search button CMA Wizard CMA Wizard Steps 3 From the results screen click the check box next to the properties you want to add Realist Tax Service Search lt Revise Search Choose properties to add as comparables Tax ID 84588 81503 72756 84325 86978 87262 87281 86737 86738 86774 85890 85912 83979 27958 919850 85962 TFRAQ 1 2 3 4 5 6 7 8 9 t ET ET ET ET EE ET ET EE E ET ET E E
21. Settings link at the top of the screen to dis play the settings menu 173 Settings Auto notification Defaults 2 Select Auto Notification Defaults to open the auto notification default settings screen 3 Edit the default settings as desired 4 Click the Save button Related Topics Auto notification Settings on page 154 174 Settings Auto notification Defaults 175 Index A Attachments panel 68 Auto fitting columns 21 Auto notification 153 154 Default settings 155 173 Enabling and disabling 4 154 Extending expiry date 6 Settings 5 154 C Calendar control 15 Date range 16 Single date 15 Clear input button 17 CMA Wizard 89 Adding report pages 102 Adjustments screen 98 Adjustments comps 98 Adjustments subject property 94 Agent Profile 90 Choosing report content 102 Client Profile 90 Comaprable Properties 95 Comparable Properties add by MLS number 95 Comparable Properties add from tax search 96 Comparable Properties add manually 97 Comparable Properties adjustments 98 Comparable Properties refresh comp data 98 Comparable Properties remove comp 98 Comparable Properties reorder comps 98 Creating a custom report 104 Default presentation 110 Deleting presentations 11 Editing presentations 117 E mailing presentations 11 Features screen 92 Features add custom 93 Features remove custom 94 Features rename custom 94 Features reordering 93 Features selecting 93 Launching 89 M
22. View F Photo Gallery F Attachment s Il Fr Kap Changing the Current Property gt To view a different listing e Select a property from the Property list e Click the previous Ell ornext EM buttons to move through the results set E mailing Reports from the Search Details Screen To e mail listing reports 1 If you are mailing from the search results screen click the check box next to the listings you want to e mail you can skip this step if you want to e mail all listings on the screen 61 Searching Search Details 2 Click the Email icon EEJ to open the e mail options screen Email Options Properties to be emailed Single record 827 ELBERT ST SW s 3 selected records J All 17 visible records Reports to be included in email RES Agent Full Report2 RES Agent Full Rpt Two Page RES Agent No Photo Short RES Agent Short mem Od mee Rot Email Cancel 3 Select the properties to send 4 Select the reports to send e Hold down the CTRL key while clicking reports to select more than one report 5 Click the Email button to open the send e mail screen Send Email Property for you Click the link below to view property listing s of interest ES Agent Full Repo Sincerely Back to Email Options Send Cancel 6 Type the recipients e mail addresses in the address boxes To or CC To add someone in your contact list or an M
23. current CMA presentation My Available Reports List your report will be available for future presentations 4 Click the Browse button to open a select file dialog 5 Navigate to the file you want to upload 6 Click the file to select it 7 Click Open The select file dialog will close and you will return to the upload PDF dialog 8 Click Save to upload the file Your Presentation Library Your presentation library is a collection of CMA presentation templates You can access your library from the CMA Wizard s Reports screen click the Pre 105 CMA Wizard Your Presentation Library sentations button and select Manage my presentations to open the library manager screen Presentation Library Property Type Single Family v Client Type Seller v Presentation Name Reports Owner New Off Presentation 1 Office Brief Seller Presentation System MLS Res john Office 2 agent Firm CopyOffice Office ModifiedBrief Seller Presentation System MLS Short Seller Office V V VS V VV O E O E DS 5 D e 888a Default Seller System MLS The Property Type and Client Type lists enable you to filter the available presentations You can use the library manager to add edit copy and delete presentations You can also specify which presentation the CMA Wizard will use by default Depending on your permission levels you may not be able to edit or delete all presentations in your library Creating a N
24. deleting items 139 E mail history viewing items 139 E mailing 138 Expanding and collapsing contact detail sections 137 Extending auto notification expriy date 6 Filtering 136 Map 139 Printing envelopes 143 Printing reports 140 Printing the grid 142 Sorting 136 Viewing saved listings 138 Viewing search results 139 Contact web site 156 Changing a listing s designation 161 Company logo 15 7 171 Contact information 156 170 Contact specific settings 159 Custom greeting 159 Custom site title 158 172 E mail link 160 Enabling and disabling 159 Force terms of use 159 Global settings 156 170 Listing addresses 158 1 2 Manage web site listings 160 My Listings link 157 171 Personal photo 157 170 Recommending listings 161 Saved listings 161 Saved listings adding and editing notes 161 Saved listings changing designation 162 View login settings 160 Viewing 160 Contact website Viewing listings 139 Viewing saved listings 138 Contacts Adding 28 134 Deleting 28 136 Editing information 28 138 E mailing 29 138 Exporting 135 Importing 134 Open contact manager from Contacts gadget 31 View summary information 30 Viewing on map 139 177 Contacts gadget 28 Add contact 28 Delete contact 28 Edit contact information 28 E mail contact 29 Look up contact 30 Open contact manager 31 View summary information 30 D Demographics panel 69 Document Manager 165 Adding documents 16 Creat
25. do Comparable Property Data BG nat support the Thame and or Footer Comparable Property Map e B T Prop Analysis w Adjustments f BG Price Comparison Graph DEI Suggested Price Comparison Graph DE Pricing Analysis 2 P tg Marketing Plan DE Preparing Your Home D i Additional Report Pages Available Pages Agent Profile Chick an any report Comparable Property Detail row and drag it into P perty the list above to add it Pricing i amp Critical io this CMA Subject Property w o Pholo If you already have a presentation template in your presentation library that you want to use you can apply it from the Reports screen Touse an existing presentation template 101 CMA Wizard CMA Wizard Steps 1 Click the Presentations button and select Choose a different pre sentation to open the presentation selector Presentation Selector Warning Changing the Presentation for the current CMA will reset all report pages to their defaults If you have customized reports specifically for this CMA you will lose changes Presentation Brief Seller Presentation Brief Seller Presentation k CopyOffice Default Seller ModifiedBrief Seller Presentation New Off Presentation Pricing Analysis 2 Select a presentation from the Presentation list 3 Click OK gt To set the presentation s appearance 1 Type a title in the Report Title box This will appear on the title page 2 Sel
26. have selected any records from the previous screen the Selected option is available Choose this to print the selected records All Select this option to print all records from the previous screen 3 Select the Reports print option 4 Select the reports to print from the Reports to be printed list The available reports are divided into groups To expand or collapse the report groups click the triangle next to the group name e Select the check box next to a report name to include that report in the print job 5 Click Show Report Order to expand the print options screen 6 Reorder the reports if desired 6 1 Click the report you want to move and hold the left mouse but ton 6 2 Drag the report to its new position 6 3 Release the left mouse button 7 If you want to collate the reports by record rather than report type select the Collate reports witha to print each listing on consecutive pages check box For example if you selected 3 records to print and 2 reports for each selecting this option would result in the following print order Record 1 Report 1 Record 1 Report 2 Record 2 Report 1 65 Searching Search Details Record 2 Report 2 e Listing3 Report 1 Record 3 Report 2 Not selecting this option would result in this print order Recotd 1 Report 1 Record 2 Report 1 Record 3 Report 1 e Record 1 Report 2 Record 2 Report 2 Record 3 Report 2 8 If desired cli
27. level gt To override the presentation s theme settings 1 From the Report Pages list click the edit button for the report page you want to edit The edit page screen will open 2 Under Override CMA settings for just this report select the Use different theme check box 3 Select a theme for your presentation e Select a theme from the Report Pages Theme drop down list or Click the View Choices button to open the theme preview screen click the theme you want to use and click Save to apply the theme CMA Wizard Editing Report Pages gt To override the presentation s footer settings 1 From the Report Pages list click the edit button for the report page you want to edit The edit page screen will open 2 Under Override CMA settings just for this report select the Use different Footer visibility check box 3 Select a footer visibility option Page Defaults Each report page has default settings and text that are applied whenever you use the page in your presentation You can change these defaults to suit your needs If necessary you can also restore the system defaults To change a report page s defaults 1 From the Report Pages list click the edit button for the report page you want to edit The edit page screen will open 2 Make any desired change to the page s text and or settings 3 Click Defaults to open the defaults menu Insert Merge Field Lv Defaults 5 Save
28. m 18001 EB ACT TIBET 3 4 1280 3302 81 998 EBO a m AT NDET 3 d 2009 3000 1 950 Km ACT 1 DET ob cA o m is 5 4 1584 4291 1898 Mu a eem ACT TIDET 3 4 1587 3276 1856 mo 4 1m ACT TjDET iz B amp 1978 6065 1900 43 go 4 mem ACT tjbET n 4 5 2002 4535 91 575 The results grid automatically highlights the listing whose photo is currently displayed gt To select an image to view Click an image in the image viewing pane to bring it to the center Click a listing in the search results grid to bring its photo to the center of the image viewing pane gt To show or hide the image viewing pane Images Click the Images button pos 70 The Search Results Map 51 Searching Search Results The search results map displays the listings returned by a search represented as numbered pins The number on a pin corresponds to a listing s ID label in the grid or gallery view Select All Unselect All Fi Filter Result by Map Hybrid Li T i i AAN armi ad i AA AT wA ing iuge If you click a map pin the results grid will automatically highlight the corre sponding listing If you click a listing in the results grid or gallery the corre sponding map pin will change color Related Topics Fusion MLS Maps on page 120 e Map View Control Panel on page 121 Map Tools Panel on page 121 Zooming and Panning the Map on page 122 e Map
29. misa s P ENEMIES 124 BMC SS ye Net et os to PEN ip ea E ot ee Oe 125 OO EN NEN DR RE OE 126 Driving Directions vio e RE ARE DEO a ed ser 126 Driving Directions Input Screen eei deua dE ACIE eds 126 Adding Addresses xv b EV PE eh os Hea EVE eee ees 127 REMOVING AGddIesses xcu Les wok RC RO Ve eR VE Ee 127 Reorderihig ROCESS cue seit vd UR eps d Rea des 127 RONE CODEIOSo asc doen ied bead t Reed dus AUR ede 128 Driving Directions Output Screen 000008 128 Reverse DIIectlonsew aside oA RUP aka hake Ris 129 REVISING VOU ROUTE a uto da OR aka ur Ra det om eos a 129 Printing Driving Directions s a rtr Rogo aka ur ER leat ot aoa 129 Emailing rin DITSCIONS 4 00 5 600 utetur Statue ed aan 130 Related Topics 4 2 06 er RES RR S 130 Contact Manager e 09 e 09 0e 0e 09e 09 09 0 09e 0e 09e 0e 0o e o e O o o oe eo 132 The Contact Manager 54 5 13 Rhe ee IRE 133 Adding Contacts coast vun CE RH ER e 134 Importing CoHhtacts i ag ix wei ee ra Cer ae RES 134 Exporting Contacts 2 vs SOS nwa Node tebe heas A 135 Deleting Contacts lt 4 sov xe EN UERSUM i 136 Sorting the Contact List 14 0245 ELDER eR PRESA E A 136 Contact Search a 55 790 ed 34 9 oe EA WS A HE E ed 136 Filtering the Contact List lees 136 Alphabetical Filtering ees 137 The Contact Details Panel LL 137 Expanding and Collapsing Sections 05 137 Editing Contact Informati
30. s Ta Steve Graves Mobile 555 555 6546 Home 955 555 1234 Work 555 555 3214 Email firstlast idormain ext Search Contact name or Email Address Add Contact 2 Click the delete contact button W 3 When prompted to confirm the deletion click OK To edit contact information from the Contacts gadget 28 The Home Tab Gadgets 1 Move your cursor over a contact s information icon to open the sum mary information popup Then click the edit icon Edi f az ae Graves Steve Graves Mobile 555 655 8546 Home 555 555 1234 Work 555 555 3214 Email firstlast idormain ext Search Contact name or Ema Address Add Contact 2 Make any desired changes 3 Click the Update Changes button To e mail a contact from the Contacts gadget 1 Move your cursor over a contact s information icon to open the sum mary information popup OAM I a te Graves Search Steve Graves Mobile 655 555 8546 Home 555 555 1234 Work 655 555 3214 Email firstlast idormain ext I mna pA pa Evan durae Contact name or Ema Address Add Contact 29 30 The Home Tab Gadgets 2 Click the e mail icon J to open the e mail form Send Email x firstlast domain ext x BCC Subject Message Arial lel 12 wlielze y E ET Send Cancel 3 Compose the message and click Send gt To locate a specific contact with the Contac
31. specity e How often auto notification runs e The conditions e g price change status change that will cause a listing to be re sent Contact Email Tab From the Contact Email tab you can e Specify additional recipients for auto notification e mails e Set the text that appears in auto notification e mails Searching The Search Manager e Specify the report format you want the client website to use Agent Notification Tab The Agent Notification tab enables you to e Specify if and how you want to receive copies of auto notification e mails The report format you want to receive Viewing Search Results from the Search Man ager gt To view results for a saved search from the search manager From the search manager click the link in the New to view only new results or AL column to view all results The search results page for a saved search provides all the features of a regular search results page plus a Tools menu Select listings and choose an option from the Tools menu to Mark a listing as viewed new favorite reject etc e Remove a designation Extending the Expiry Date To extend a search s auto notification expiry date 1 From the search managet select the check box next to the search whose expiry date you want to extend 2 Click the arrow on the Tools menu and select Extend Expiry Date to open the expiry date dialog 3 Enter the number of days to extend auto notification
32. up display Demographics ouse Hold Income Levels for ZIP code 15 19 15 100 000 36 36 36 O 25 000 25 000 35 000 35 000 50 000 50 000 75 000 75 000 100 000 400 000 Saved Searches You can save search criteria that you run often or want to use for a prospect ot hotsheet Creating Saved Searches gt To create a new saved search 1 Set your search criteria View the results on the results screen if desired 2 Click the Save Search button to open the save search screen Search Name Search Description ACCESS LEVEL e Personal _ Office Cancel 3 Type a name in the Search Name box 4 If desired type a description of the search in the Description box 5 Depending on your permission level you may have the option to make the search available to your firm office or just yourself 6 If you want to attach the search to a contact click the Notfication Set tings button and set the notification options 70 Searching Saved Searches 7 Click Save gt To create a new saved search based on an existing saved search 1 Load a saved search 2 Modify the search criteria as needed 3 Click the Save Search button to open the save search screen J Saveasanewsearch Save changes to current search Search Name NewSearch2 Search Description ACCESS LEVEL Personal _ Office Cancel 4 Select Save as new search
33. 00 2 390 000 x Beds 4 Beds 3 Bathe FH 471 Af Bathe FH 371 Year Bit 2005 Year Bit 1550 Sq Ft Est 4800 Sq Ft Est 3902 t3 Status ACT Status ACT MLS MLS side 2 Type Residential Type Residential sd co oo oid e ec ne ee om Price 4 900 000 2 200 876 Beds T Baths FH 771 rear Bit 2006 Sq Ft Est 5200 Statue ACT MLS x DUM T Type Residential Price 1 995 000 2 100 000 Beds 4 Baths FH 371 Year Bit 1532 Sq Ft Est 3275 Status ACT Type Residential The button on the image indicates which photo is being displayed 1 11 for example means that the first photo out of 11 1s currently shown Click the button to cycle through the available images Selecting Gallery View To select gallery view Click the gallery View button ES under the search task bar 50 Searching Search Results Viewing Images The search results image viewer displays the primary photo for all of the list ings returned by a search HIITET AE Ei T dmages H flap Seterct AN Unselect All fab 5t Style Aublress Ap Comm Map Beds Hath Yr Bii Es SF Price EBO act 1 DET i 5 5 1599 S071 1 9961 EB wem ACT DET b 1 5 2001 ai93 1958 En LJ 44 scc ACT npET elite d 5 1873 APT o 1500 EBL act TJDET 4 5 2005 4600 18951 WS sone ACT ET 5 amp 2008 4507 91950 nl ACT IDET i mane 4 5 2005 4590 1950 BL ACT IDET i 8 2008
34. 14 Ls HE MES Orig Price 2 095 000 APM 25 05 00 Qvnership Fee Simme List Date 243 1909 ste Address Ead ogb dew diria Ciy demand oe Possession Close of Escrow Bedrooms 4 Ful Baths 4 Urnit rspaces Optional BR Half Batha 4 in Mepco ewe Em Toole 4 Total Bet 5 Comunity Wee Est SqPt 5 024 Zoning Mriphburhood de deme cosa vew But 2T Pete SMARSTRCT Complex Park Age Restrictions NK Cross Streets le m m Media 12 VT httpzierwwefir Sign on Property Jurediction Unincorporated Lot Size 4 to 40 AC Water District We Acres 48 Schoo Det NEN UNE REMARKS AND SHOWING INFO Located inthe exclusive community af 5 lies this spectacular BRAS BA 5 024 amp g ft single lewel Mediterranean estate on a premier lot of 4 06 acres This magnificent home boasts an over sized great room and kitchen with sweeping views of the 008 hillsides through its many wood encased windows and doorways impeccable attention to detail throughout includes a grand stone fireplace in the great room and a matching stone hood in the gourmet kitchen Room to design your own dream poal Directions io Propedy oa Set od nmm dn te oa mmc occ m ED mme Mandatory Remarks FEES ASSESSMENTS AND TERMS HO Fees 482 08 Month Pad Quarterly HO Fees include Common Area Maintenance Gated Community Oihar Fees S000 Paid Other Fees Type CF DuMelo Roos 0000 Paid Est of Owner Occupancy
35. 23 24 25 260 77 2 22 23 24 75 GAR 77 28 29 30 31 28 29 30 31 Today Today OK Clear Cancel 5 3 to open the calendar control The cal T Days Back 30 Days Back B Days Back G0 Days Back B Months Back 12 Manths Back 18 Months Back 24 Manths Back 3 6 Months Back 7 12 Months Back Mext 7 Days Mext 30 Days This Month Last Month This Year Last Year Year to Date endar on the left is used to set the beginning date in the range the one on the right is for the end date 2 Set the date range If desired you can select a predefined date range e g 7 days back 30 days back year to date by clicking one of the options on the right hand side of the control To set the date range manually 2 1 If necessary click the year up down button yeat 2 2 If necessary use the next to set the month and previous 4 to set the T buttons 2 3 Click a number on the calendar to set the date 2 4 Click OK 16 Basics Clearing Input Fields Clearing Input Fields gt To clear an input field Click the clear button 2 Lists Listboxes Listboxes often referred to as lists in this guide are text boxes with expandable lists attached which enable you to select input options Your selections then appear in the text box Residential Styles Residential Styles Optiot gt TiBET Detached 21 WINHM Twinharme 31 TOI H ME Townhome HATT All Other Attach
36. 39 Prospecting 152 Auto notification 153 154 Auto notification settings 154 Contact web site 156 Default auto notification settings 155 1 3 Enabling and disabling auto notification 154 Linking single listings to a contact 152 153 Prospect search 152 Unlinking listings from a contact 153 Q Quick search gadget Address search 32 Location search 32 MLS number search 33 R Resources gadget 33 Expanding and collapsing folders 33 S Saved search 70 Create new from existing 1 Creating O 179 Load saved search 40 Modifying 71 Search 32 Create new saved search from existing saved search 71 Creating saved searches O Criteria 38 Details 59 Load saved search 40 Map searches 45 Member 85 MLS number 33 Modifying saved searches 1 Multiple searches 36 New search from the searches bar 37 Office 86 Open house 86 Results 4 Saved searches 70 Search limits 39 Search map 43 Search tab 36 Search criteria 38 Add and remove fields 41 Clear a field 42 Clear all criteria 42 Load saved search 40 Operators 44 Rearrange fields 42 Required fields 39 Search map 43 Search detail panels 66 Adding to removing from search details screen 60 Attachments 68 Collapsing 66 Demographics 69 Expanding 66 History 69 Listing view panel 6 Map 68 Open house 69 Photo gallery 6 Rearranging 60 Removing 66 Search details 59 Attachments panel 68 Change listing report 6 Changing property 61 Collapsing informatio
37. 4 Click Apply Now Marking Searches as Viewed Marking a search as viewed changes the status of all new search results from new to viewed To mark searches as viewed 76 Searching The Grid Manager 1 From the search manager select the check box next to the searches you want to mark as viewed 2 Click the arrow on the Tools menu and select Mark as Viewed 3 When prompted to confirm click OK The Grid Manager With the grid manager you can create custom grids that display the columns you want to see in the order you want them to appear You can set default grids and specify the sort order for your custom grids Creating Grids To create a new search results grid 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set Grids d UB Crete New n ProspectingGrid i RES Results Grid gf Edit Grid MMR BO ML t Set as Default Grid Ch E Delete Grid 7 Searching The Grid Manager 2 Click Create New Grid to open the grid editor Create New Grid Grid Name Select the fields to display in this grid by adding them to the Included Fields list below Fields will display left to right in the grid in the same order the
38. 5 Type a name in the Search Name box 6 If desired type a description of the search in the Description box 7 Depending on your permission level you may have the option to make the search available to your firm office or just yourself 8 If you want to attach the search to a contact click the Notfication Set tings button and set the notification options 9 Click Save Related Topics Loading a Saved Custom or System Search on page 40 Modifying Saved Searches gt To modify a saved search 1 Load a saved search 2 Modify the search criteria as needed 71 Searching The Search Manager 3 Click the Save Search button to open the save search screen Saveasanewsearch Save changes to current search Search Name NewSearch2 Search Description ACCESS LEVEL e Personal _ Office Cancel 4 Select Save Changes to current search 5 If you want to attach the search to a contact click the Notfication Set tings button and set the notification options 6 Click Save Related Topics Loading a Saved Custom or System Search on page 40 The Search Manager The search manager organizes your saved searches and enables you to associ ate them with contacts for prospecting From the Search Manager you can quickly review and edit auto notification settings such as frequency and expi ration date You can also access a contact website from the search manager To open the Search Manag
39. Click the To or CC button to open the select recipients screen Select Email Recipients Type Name or select contact from the list Select recipients from this list Message recipients Lorenzo de Medici address domain ext Paul Bunyan example domain ext To Add new contact Edit contact OK Cancel 6 2 If you want to e mail someone in your contact list select Clients from the Search for list Select Members if you want to e mail another MLS member 6 3 If you selected Clients you can narrow the list by typing in the Type Name box If you selected Members type search criteria in the appropriate boxes and click Find to display a list of matching members 6 4 Click a person s name in the list to select it 55 Searching Search Results 6 5 Click the To CC or BCC button to add the selected recipient s address to the corresponding field 6 6 When you have finished adding recipients click OK to return to the send e mail screen 7 Edit the subject line if desired 8 Edit the message text if desired You can use the text editor to format your message 9 If the recipient has an enabled contact web site select a delivery Option e Send a link to their web site e Send a link only to the included reports 10 Click the Send button Related Topics The Text Editor on page 19 Printing Search Results gt To print the search results grid 1 Click the Print button to open th
40. Fusion MLS User Guide e CoreLogic MarketLinx Fusion MLS Fusion MLS User Guide Copyright 2011 by CoreLogic This publication may not be reproduced in whole or in part in any form or by any electronic man ual or other method now known or subsequently invented without the express written permission of CoreLogic CoreLogic reserves the right to change information in this document without notice All screen captures are representations only The actual screen design may vary depending on the spe cific configuration of the CoreLogic software Unless otherwise noted all names of companies products street addresses and persons contained herein are fictitious and are designed solely to illustrate the use of CoreLogic products Fusion MLS MLXchange TEMPO Document Manager Transaction Manager MLS Data Checker Innovia and RETS Connector are either trademarks or registered trademarks of MarketLinx Inc Microsoft Office Windows Windows XP Windows Vista Windows 7 Windows Server Internet Explorer and Outlook are either trademarks or registered trademarks of Microsoft Corporation in the United States and or other countries Macintosh MacOS and Safari are either trademarks or registered trademarks of Apple Inc in the United States and or other countries Intel Intel Core and Intel Pentium are either trademarks or registered trademarks of Intel Corp in the U S and or other countries AMD and AMD Athlon are e
41. LS member 62 Searching Search Details 6 1 Click the To or CC button to open the select recipients screen Select Email Recipients Type Name or select contact from the list Select recipients from this list Message recipients Lorenzo de Medici address domain ext Paul Bunyan example domain ext To Add new contact Edit contact OK Cancel 6 2 If you want to e mail someone in your contact list select Clients from the Search for list Select Members if you want to e mail another MLS member 6 3 If you selected Clients you can narrow the list by typing in the Type Name box If you selected Members type search criteria in the appropriate boxes and click Find to display a list of matching members 6 4 Click a person s name in the list to select it 6 5 Click the To CC or BCC button to add the selected recipient s address to the corresponding field 6 6 When you have finished adding recipients click OK to return to the send e mail screen 7 Edit the subject line if desired 8 Edit the message text if desired You can use the text editor to format your message 9 If the recipient has an enabled contact web site select a delivery Option Send a link to their web site e Send a link only to the included reports 10 Click the Send button Related Topics The Text Editor on page 19 Printing Listing Reports from the Search Details Page 63 Searching Search Details
42. Settings Global settings control what information is displayed on all of your contact websites including Yout contact information mages like yout photo and company logo A link to your listing inventory Listing addresses A customized site title Contact Information To specify the contact information that appears on your con tact web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen G My Folder 0 Sign Out Contact Website Settings 156 Prospecting The Contact Web Site 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the My Contact Information section select the check boxes for the information you want to appear on your web sites 4 Click Save Personal Photo gt To have your photo appear on your contact web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen Contact Website Settings 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the Images section select the My Photo check box 4 Click Save Company Logo gt To have your company logo appear on your contact web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen Contact Website Settings 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the Images section sel
43. T E EE E Address 3725 GLEN MDWS NC 182 GOODSON WALNUT RIDGE DR WITHERS WINGED FOOT WINGED FOOT BETHSHIRE BETHSHIRE BETH HAVEN CHURCH BIRDIE SANDTRAP ORE BANK ALPINE CAMPBELL NC 73 DAI AM TOCE OLI IDO LI City LINCOLNTON IRON STATION DENVER DENVER DENVER DENVER DENVER STANLEY LINCOLNTON IRON STATION IRON STATION Beds Baths 0 0 Q 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 nun Sales Price 52 000 80 000 20 000 71 000 45 000 60 000 75 000 36 000 27 000 26 500 62 500 78 000 27 000 55 500 41 000 10 000 t4G nnn Add selected properties as comps Yr Bit Sq Ft 4 Click the Add selected properties as comps button to add the selected properties to the comparables list and return to the CMA wiz ard gt To add a comparable property manually 1 Click the Enter a comparable property manually button to open the manual property entry screen Manually Entered Property No Photo Available Upload photo Property Not Mapped Address City State Zip MLS Status DOM List Date List Price Sold Date Sale Price Source Manual eo Enter property information for this comparable and make adjustments as desired Use a minus sign 0 to reduce e g 1 500 2 Complete the form and click the Save button 97 CMA Wizard CMA Wizard Steps 98 gt To reorder comparable properties in the list Drag a co
44. Total Monthly Fees 102 00 Terms Assessments SITE FEATURES Approx of Acres 4 6 View Evening Lights Mountains Hills ValleyiCa Paring Garege Attached Approx Lot SqFt 176853 Topography Level Slope Genthe Canyon albey Parking Garage Spaces 3 Approx Lot Dim Boat Facilities Parking hon Garape Driveway Lot Sine 4 to 10 AC Frontage Length Parking Mon Garaged Spacas Lot Size Source Ageeseor Record Frontage Total Parking Spaces To change detail reports Select an available detail report from the list in the listing view panel s title bar gt To zoom in and out of a detail report 1 Put your cursor over the triangle on the magnification slider 100 150 200 2 Hold down the left mouse button 3 Drag the slider to the left or right to set the magnfication 4 Release the left mouse button The Photo Gallery Panel Searching Search Details The photo gallery panel displays a listing s photos Photo Gallery Move your cursor over a thumbnail image on the right to see it in the main display on the left The Attachments Panel The attachments panel displays any attachments associated with the listing ge Click on Filename to wiew attachment Filename Document Typ Permission Date Added Size Uploaded By Dasoription Brochure pdf Brechura hiambar Atzar D2rz2 u09 8 35 FM 1152 KB 120010 BIZ pictura PDF Brochure of Home Click an attachment link in the Filename column to open it You can so
45. Views on page 123 gt To hide the map Click the Map button EJ 52 Searching Search Results 93 Torestore a hidden map Click the Map button EJ Filtering by Map The filter by map feature narrows the search results grid or gallery so that it only displays those listings that are currently visible on the map gt To filter the search results by map Click the Filter Result by Map button on the search results map Click the button again to disable the feature Sorting Search Results The sort feature enables you to sort search results on up to three columns gt To sort search results 1 Click the Sort button to open the sort options panel 2 Select sort columns from the Sort By and Then By lists 3 If necessary click the ascending or descending but tons to change the sort direction 4 Click the X to close the panel Filtering Search Results Filtering hides search results that do not meet your filtering criteria It does not permanently remove search results from the grid or gallery view You can filter search results by price and or by whether or not they are cur rently selected To filter search results 1 Click the Filter button to open the filter options panel 2 Select the desired filtering options 3 To apply a price filter click and drag the minimum maximum markers ice 2100000 2390000 on the price slider 4 Click the X to close the filter options panel
46. all major browsers desktops and operating systems including Mac OS X Safari Chrome and Firefox Combined with our new performance enhanced NET middle tier this sys tem provides a fun and easy user experience that emphasizes client collabora tion and customizability This release includes core MLS functions such as office search member search CMA prospecting through the contact and search managers and contact websites System Requirements To ensure maximum optimal Fusion MLS performance your system should meet or exceed the requirements below Supported Operating Systems and Browsers Windows XP Internet Explorer 7 0 or later Firefox 3 x Safari 3 x Chrome 2 0 or later Windows Vista Internet Explorer 7 0 or later Firefox 3 x Safari 3 x Chrome 2 0 or later Windows 7 Internet Explorer 8 0 or later Firefox 3 0 ot later Mac OS X v10 4 10 5 Firefox 2 x Firefox 3 x Safari 3 x Mac OS X v10 6 Firefox 3 0 or later Safari 4 0 or later Other System Requirements Adobe Flash Player 10 2 or later Free download of Flash Player is avail able at www adobe com NOTE Flash Player does not currently run in 64 bit browsers If you are using a 64 bit operating system you must launch Fusion MLS in a 32 bit browser More information regarding Flash Player on 64 bit operating systems can be found at Flash Player on 64 bit operating systems Broadband internet connection high speed cable wireless or DSL
47. ant to delete 3 When prompted to confirm the deletion click OK Associating a Contact with an Existing Saved Search To associate a contact with an existing saved search m From the contact manager click a contacts first or last name to open the details panel From the Search Info section click View Searches within the Search Manager to open the search manager From the search managet click the link in the Active column to open the search setting screen 4 Select Save changes to current search 5 Click the Notification Settings button to open the notification set 6 8 tings screen Select a contact from the Link search to this contact list Set the remaining notification options as desired Click the Save button Creating a New Saved Search for a Contact gt To create a new saved search for a contact P 3 4 5 6 ra From the contact manager click a contact s first or last name to open the details panel From the Search Info section click Add new search to open the seatch criteria page Select the desired search criteria Click Save Search to open the save search dialog Type a name for the search in the Search Name box Set the notfication options as desired Click Save to save the search Printing Contact Reports gt To print contact reports 140 Contact Manager Printing Contact Reports 1 Click the Print button to open the print options sc
48. ap button EJ Getting Driving Directions from the Search Map gt To get driving directions for a listing directly from the map 1 Right click a listing pin on the map to open a context menu NS Drive to here Vist Drive from here Pee Settings About Adobe Flash Player 10 2 Select an option Drive to here or Drive from here to open the driv ing directions input screen Depending on the option you select the listing s address will be in the starting or ending position 3 Add remove or reorder addresses as desired 4 Select route options 5 Click Get directions Related Topics Driving Directions on page 126 Search Operators Operators determine how Fusion MLS uses your search criteria Common operators include e is is not contains starts with between 44 Searching Map Searches If you have entered criteria for a field the operator in use appears next to the field name List Statug is ACT For fields that do not yet contain criteria move your mouse ovet the field to display the operator Neighborhood contains h Options The options that are available for a criteria field vary depending on what type of input the field accepts such as dates text or numbers gt To change the criteria operator for an input field 1 Click the operator to open the available operators list List Status is Options List Status is ACT L
49. ap property manually 91 Merge fields 112 Merge fields inserting 112 Index Page defaults 111 Page defaults changing 111 Page defaults restoring 111 Presentation library 105 Previewing report pages 103 Pricing screen 99 Pricing calculated range 100 Pricing manual range 101 Pricing single value calculated 100 Pricing single value manual 100 Printing presentations 11 Removing report pages 103 Report pages overriding footer settings 111 Report pages overriding theme settings 110 Reports screen 101 Save presentation as template 103 Setting presentation appearance 102 Spell check 115 Subject Property 94 Subject property adjustments 94 Subject property upload photo 95 Templates copying 108 Templates creating new 106 Templates deleting 109 Templates editing 108 Text editor 113 Text editor formatting text 114 Uploading a PDF report 105 Using an existing template 101 Viewing presentations 116 Contact Manager 133 Adding contacts 134 Alphabetical filtering 137 Associate propsect search 140 Contact search 136 Create search for contact 140 Custom display grids 143 Custom display grids copying 145 Custom display grids creating 143 Custom display grids deleting 146 Custom display grids editing 14 Custom display grids setting default 148 Custom display grids sort order 149 Deleting 136 Details panel 137 Editing contact information 138 176 Index E mail history 139 E mail history
50. ard gt To edit a document folder 1 From the folder list click a folder name to open the folder details panel 2 Click the Edit Folder icon to open the folder s Document Manager summary page in a new window Viewing Documents gt To view a Document Manager document from Fusion MLS 1 From the folder list click a folder name to open the folder details panel 2 From the Documents list click a name in the Document Name col umn to open the document in a new browser window Adding Documents To access Document Manager s online help files press F1 on your key board Toadd a document to a folder 1 From the folder list click a folder name to open the folder details panel 167 Document Manager Adding Documents 2 Click the New Document icon to open the add document wizard in a new browser window 3 Follow the wizard steps to add the document 168 Fusion MLS Settings Settings Fusion MLS Settings Fusion MLS Settings Global settings enable you to set time saving defaults and customize Fusion MLS to suit your business needs You can access Fusion MLS settings from the Settings link at the top of the screen move your cursor over the link to open the settings menu Contact Web Site Settings Global settings control what information is displayed on all of your contact websites including Your contact information Images like your photo and company logo A link to your listing i
51. ast name to open the details panel 2 From the Contact Website Info section click Edit Contact Website Info to open the settings screen The login settings are displayed in the Login Settings section Viewing a Contact Web Site You can access a contact web site from multiple points in Fusion MLS gt To view a contact web site from the contact manager From the contact manager list Click the icon in the contact web site E column From the contact panel Click the View Contact Website link gt To view the contact web site from the search manager Click the icon in the web site column E mailing a Link to a Contact Web Site gt To e mail a link to a contact web site 1 From the contact manager click a contact s first or last name to open the details panel 2 Click the triangle next to the Contact website info section to open it 3 Click Email Link to open a send e mail screen 4 Edit text as desired 5 Click the Send button Managing Web Site Listings 160 Prospecting The Contact Web Site 161 When you enable auto notification for a saved search and have the results sent to a contact web site you can review the listings on the web site from within Fusion MLS both the contact manager and search manager provide access to a special search results page for each prospect search This search results page enables you to Recommend listings Change a listing s designation e g fa
52. ch results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set CO qM Grids D oeo Prospecting Grid u WIRES Results Grid E Edit Grid if Set Sort Order g Set as Default Grid 3 Copy Grid Delete Grid 2 Click the grid whose sort order you want to set to select it 3 Click Set Sort Order to open the sort order screen Sort Order Grid Name ProspectingGrid Specify the order in which results will be displayed in this grid Ascending sorts the results from lowest to highest values or alphabetical order Descending sorts the results from highest to lowest or reverse alphabetical order Sort By Allow Internet Display Y N IM Q Ascending Descending Then By Allow Comments Reviews Y Iv Ascending Descending Then By Allow Estimates of Value Yl e Ascending Descending 4 Select a column from the Sort By list 5 Select Ascending or Descending 6 Select additional sort fields from the Then By lists as needed and set the sort direction fot each 7 Click Save 150 Prospecting Prospecting Prospecting Prospecting Prospecting is a term applied to the act of finding listings that meet a client s needs and then sending listing information to the client for rev
53. ck the Preview button to see a print preview 9 Click the Print button to open a print dialog 10 Select your print options 11 Click Print Information Panels Each information panel on the search details screen displays a specific kind of information about the listing such as map location area demographics or photos You can customize which panels appear in the main viewing area These pan els have a corresponding link in the Page Contents section of the search details screen from which you can expand the panel Panels that you have chosen not to display are still accessible from the Links section Clicking a link opens the panel in a new window Related Topics Customizing the Search Details Screen on page 60 e Rearranging Panels on page 60 gt To expand a panel e Click the panel s expand button B Click the panel s link in the Page Contents section gt To collapse a panel Click the panel s collapse button If Toremove a panel 66 Searching Search Details 67 Click the panel s close button If you remove a panel by mistake you can restore it by clicking the Customize this page button and selecting the panel from the page preferences screen The Listing View Panel The listing view panel displays a detail report for a listing A slider enables you to zoom in and out for easier viewing r Listing View Detached Status Actiwe LE 1 795 000 2 055 0
54. column to open the search settings screen 2 Select Save changes to current search 3 Select the Turn on auto notification for this search check box 4 If the search is associated with a contact select how you want him or her to view listings Contact web site E mailed report 5 Specify the other search settings as desired 74 Searching The Search Manager 5 6 Click Save To disable auto notification 1 From the search manager click the link in the Active column to open the search settings screen 2 Select Save changes to current search 3 Deselect the Turn on auto notification for this search check box 4 Click Save Auto notification Settings The search settings screen enables you to change a search s auto notification settings To open the search settings screen click the link in the Active col umn of the search manager Settings Tab From the Settings tab you can Associate a contact with the search Activate and deactivate auto notification e Set the number of days that auto notification will be active e Select how you want listings delivered to your contact via website or e mailed report Edit the description of the search that appears on the client website e Specify the default search results grid you want to use e Set the access level for the search firm office personal This option may not be available to all users Frequency Tab The Frequency tab enables you to
55. d section Jorcollapsesection button 137 Contact Manager Editing Contact Information Editing Contact Information gt To edit contact information 1 From the contact manager click a contact s first or last name to open the details panel 2 From the contact panel click Update Contact Info in the Personal Info section to open the edit contact form 3 Make the desired changes 4 Click Update Changes E mailing Contacts To e mail contacts From the contact list 1 Select the next box next to the contacts you want to e mail 2 Click the Tools button and select Email Selected to open an e mail form 3 Compose the message and click Send From the contact panel 1 Click the e mail button to open an e mail form 2 Compose the message and click Send Viewing a Contact s Saved Properties To view a contact s saved properties 1 From the contact manager click a contact s first or last name to open the details panel 2 From the Saved Properties Info section click View All Properties to open the saved properties screen To see only a specific type of saved property e g favorite possibility click the appropriate indicator icon at the top of the panel 138 Contact Manager Viewing Search Results from the Contact Details Panel Viewing Search Results from the Contact Details Panel gt To view all results for a saved search from the contact man ager 1 From
56. d to open or save the file select Save to open a save file dialog 10 Select the location on your computer where to you want to save the exported list 11 Click Save 125 Contact Manager Deleting Contacts Deleting Contacts gt To delete contacts From the contact list 1 Select the next box next to the contacts you want to delete 2 Click the Tools button and select Delete Selected 3 When prompted to confirm the deletion click OK From the contact panel 1 Click the delete button 2 When prompted to confirm the deletion click OK Sorting the Contact List To sort the contact list 1 Click the Sort button to open the sort options panel 2 Select sort columns from the Sort By and Then By lists 3 If necessary click the ascending or descending but tons to change the sort direction Contact Search If you have a long contact list the contact search feature can help you locate a contact quickly gt To find a contact by name or e mail address Type the contact s name or e mail address in the search box Fusion MLS will natrow the contact list as you type Click the erase button to restore clear the search box and restore the complete contact list Filtering the Contact List gt To filter the contact list 1 Click the Filter button to open the filter options panel 2 Select the desired filtering options 136 Contact Manager Alphabetical Filteri
57. ddress ir Destination Address 1 Depart nee OF eed cw South 2 Tum LEFT East onto 9 99 then Immediately tum RIGHT South onto P Ra Ng 3 Turn LEFT South onbo 9 4 Gate access reguired Road name changes to 99 Ave 5 Turn RIGHT est anta 7 B Turn RIGHT Marh Wast anto S B Amiwe destination address Subtotal Distance 1 50993202626705 Estimated Time 6 Minute s Reverse Directions Toreverse the order of the addresses on your route From the output screen click the Reverse Route button Revising Your Route Torevise your route From the output screen click the Revise Route button to return to the input screen Printing Driving Directions To print driving directions 1 From the output screen click the Print button to open a print dialog 2 Specify yout desired print settings and click the Print button 129 E mailing Driving Directions gt To e mail driving directions Maps Driving Directions 1 From the output screen click the Email button to open the Fusion MLS e mail screen To C ale BCC Subject Message Driving Directions Total distance 11 15 mi Estimated time 20 Minute s 1Fronr 59 onum de n 2 Tu quium cc 1 Depart i 2 Turn RIGHT North 3 Turn LEFT Vest 4 Take Ramp RIGHT 5 Turn RIGHT onto Ramp amp Turn LEFT Vest onto T At roundabout take the THIRD exit onta Arial
58. diste band atto te Remake a ecd ede dec de 19 Selecting Vex tO ORTI ese sereni b Seir m SEU etra b Betti 20 ChanGing ext oiseau eterna d editora d suena es 20 I ni RepoFts as biradan Uere SCR Shoe I WO SEES 21 Grid Column Auto Fit cece eee eee ne 21 The Home Tab 5 23 sees o era eee RS ae mta The Home Tabs ass es t sube one o o eer acd d is 25 O3dgd elS 22 5 oes 8 oS eee BRE ERE pite T a 25 The ontacts a0 Gel ma d enooivi oe ione n a eiie 28 The nventony Watch Gadget esos 6 6 itn etre cen 31 THE Fast rind Gadget pe ou en so vid 5 6 REO RD e d 32 Iui ueUgu i5 es cR P Pr 33 The Systemi Iniommmation Gadget se sos im od 5 6 ope etur e 33 Searchi85 4 69 293090255 Gib ers ocateacen a a nated SSO The Search Waray tise dota eei siesta ty ae ee tens ee 36 Multiple Searches Feature sicher ong Scarce Sarees Seas 36 Search Task Bar CONG ues ort ours Sie hak ao hit bk ate b gt hares 37 Searcm C HEera udo ets eee ks Cede eau ema oases 38 Related Topics eret eet eee Ee ed 39 Where s the Search Button 200000000 cee ee 39 Sears d B So rad onec dace tene ets ode dot td Ba aes te A 39 Regu osao te C rS 39 Loading a Saved Custom or System Search 00 40 Adding and Removing Fields isses eine Can ese oes 41 R arranging Fields 14 mucus art ds act doo bale dep nte otio 42 GOES Na o A ane a e a EP CEPR NET 42 Clearing All Search Criteria liiis 42 The Sesto vies acu ood macte dos 8 ay don rx datus kei
59. e Included Fields list below Fields will display left to right in the grid in the same order they are listed here Use the Format Field button to tailor display settings for the selected item in the Included Fields list Available Fields Included Fields L2 ka r1 DUE remeare 4 Type a new name in the Grid Name box or accept the default 5 Make any other desired changes 6 Click Save Deleting a Custom Contact Manager Grid 146 Contact Manager Custom Contact Display Grids You can delete any grid that you have created Depending on your permis sion level you may be able to delete other grids for your office or firm as well To delete a grid 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you ta create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set Grids AddressOnl LB cete tear ProspectingGrid RES Results Grid 5f Edit Grid KILEZTIDNHN NA 19 Set as Default Grid pP Copy Orks Delete Grid 2 Click the grid you want to delete to select it 3 Click Delete Grid 4 When prompted to confirm the deletion click Yes Editing a Custom Contact Manager Grid You can edit grids that you have created Depending on your permission lev
60. e Screen resolution 1024w x 768h or higher recommended 1024w x 600h common netbook size is suitable in Full Screen mode 12 Basics Logging On and Off Memory 2GB RAM for Vista Windows 7 and Mac OS X 1 GB RAM for Windows XP Important Notes e You must add your MLS to your firewall and or pop up blocker s list of trusted sites You must adjust pop up blocker permissions to permit access to exter nal third party sites e g Realist Document Manager You should set your Flash players Local Storage setting to 100k the default or higher Third party and add on products that work with Fusion MLS MLS may have different requirements e Fusion MLS MLS does not support Beta operating systems or browsers When a software manufacturer discontinues mainstream support for a particular browser or operating system version CoreLogic will also dis continue suppott Logging On and Off gt To log on to Fusion MLS 1 Type your user name in the User ID box 2 Type your password in the Password box 3 Click the Sign In button gt To log off from Fusion MLS Click the Sign Out link at the top of the page Getting Around in Fusion MLS The navigation tabs at the top of the page enable you to move from section to section within Fusion MLS Home Search Prospects Help m My Folder Basics My Folder Some navigation tabs have menus that enable you to get to a specific page within a section Mo
61. e Site Title box 4 Click Save E mail Prefences Your e mail preferences are applied by default to all e mails sent from Fusion MIS 172 Settings Auto notification Defaults Your E mail Address gt To edit your primary e mail address 1 Move your cursor over the Settings link at the top of the screen to dis play the settings menu 2 Select Email Preferences to open the e mail preferences screen 3 Make any desired changes to the Primary email address or Pager Cellular email settings 4 Click the Save button Receiving Copies Toreceive a copy of e mails you send from Fusion MLS 1 Move your cursor over the Settings link at the top of the screen to dis play the settings menu 2 Select Email Preferences to open the e mail preferences screen 3 Select the Send me a copy check box 4 Click the Save button E mail Signature gt To set your e mail signature 1 Move your cursor over the Settings link at the top of the screen to dis play the settings menu 2 Select Email Preferences to open the e mail preferences screen 3 Compose your signature in the Signature box You can format your signature with the text editor tools 4 Click the Save button Auto notification Defaults You can specify default auto notification settings that will be applied automat ically to a prospect search when you create it gt To specify default auto notification settings 1 Move your cursor over the
62. e icons are not visible Save Search E gt To access hidden search icons directly 1 Click the gt gt button to view a list of available functions Save Search 14 Dawnlaad an DE Driving Directions 2 Click an icon in the list gt To make hidden search icons visible 1 Move your cursor over the divider between the first icon and any other controls on the bar Save Search 37 Searching Search Criteria 2 Hold down the left mouse button and drag the divider to the left until all the icons are visible Save Search E i A Search Criteria Searching begins on the search criteria page where you can create and save new searches as well as load saved custom and system searches P Es Criteria Results P Search RES System Search COELI j ee Faces s CGohutta 1 t a Ma LL Witenes peptic ran Emni Ana Aor petet 43 erii aa Dring cies at P X Rectangle rae fae es c l j i 4 al ka NS and rut rt Chattahoochee M aberal Forss Er A A cna a E Palygan Tes is i a P mien aar e W a s d a een and 4 2 Dit B s ypehionega aam Acum d Ba khen 385 P are Struet Number a Panhandle m ae Fon p Liin Ch nex Add Fields iaria Summary L ME IC NO m 1 Results button opens the search results page 2 Details button opens the search details page 3 Results count displays the number of listings that matc
63. e listings currently displayed on the map 16 Result ID label identifies the listing corresponds to the numbered pin on the map Move your cursor over the ID label to open the mini report for the listing 17 Detail icon click to view details for a listing 18 Results map displays mapped search results Selecting and Deselecting Search Results Selecting one or more search results enables you to perform some kind of action on them later like e mailing or printing To select and deselect search results From a results grid or gallery click the check box next to the listing When the box is checked the listing is selected When the box is unchecked the listing is deselected Click the check box in the header row of the check box column to select or deselect all listings at once Grid View 48 Searching Search Results 49 Grid view displays search results in a table or grid like format TAL si style Address Zip Comm Map Heils Bath Yr Bilt Est SF Prices ACT TIDET L CDF 4 5 2005 4600 91 556 EB ACT 1 DET COF 3 4 1980 35802 Ha EB ACT 1 0ET i LAC 7 8 2008 E200 1 300 4 f j ALT nbDET DLM 3 4 1832 XNb 91 386 4 ACT TIDET DL 3 i 2008 3n 41350 a WESE ACT DET LEU 5 2005 430 1 950 EB ACT 1 DET i ENC 6 6 1838 S071 1 995 Fs jJ A ALI WE OLY 4 5 18 8 A050 1300 EB l 4 ACT TIDET ENC 5 G z006 46 pam E3 ACT T DET RSF 5 2001 4493 1 999 EB ACT 1yDET
64. e print options panel Properties to be printed Single Property Selected Properties 2 _ All Properties 20 Print Results Grid Reports Paper Letter Legal Layout Portrait Landscape 2 Select an item to print e Single record If you select this option select the record to print from the list under the option If you have selected any records from the previous screen the Selected option is available Choose this to print the selected records e All Select this option to print all records from the previous screen 56 Searching Search Results 3 Select the Results Grid print option 4 Select a Paper option 5 Select a Layout option 6 If desired click the Preview button to see a print preview 7 Click the Print button to open a print dialog 8 Select your print options 9 Click Print gt To print listing reports 1 Click the Print button to open the print options panel Properties to be printed Single Property e Selected Properties 2 _ All Properties 20 Print Results Grid Reports Paper Letter Legal Layout Portrait Landscape Preview Print Cancel 2 Select an item to print e Single record If you select this option select the record to print from the list under the option If you have selected any records from the previous screen the Selected option is available Choose this
65. ect a new color e Left align button click this button for left aligned text e Centet align button click this button for centered text e Right align button click this button for right aligned text e Justify button 2 click this button for justified text e Bullet button click this button to create a bullet point gt To format text 114 CMA Wizard Editing Report Pages 1 Select the text you want to format It should be highlighted Cover Letter Body ClientName I appreciate the opportunity to provide you with a aE Eee Analysisiiials your property Prepared exclusively for you this analysis contains a summary of the recent real estate transactions in your area for properties that are similar to yours While none of the properties included in this analysis is exactly like yours they do provide a good basis by which to compare your property with the competition The following pages contain descriptions of each property whether it is currently available for sale recently sold or was listed but did not sell 4 short description of each property is provided followed by a summary table of each property s key features which allows you to easily compare the features of your property with others in your area Your property may have special features or improvements that could substantially affect the price range in which it should be listed We will discuss pricing in more detai
66. ect a theme for your presentation e Select a theme from the Report Pages Theme drop down list or Click the View Choices button to open the theme preview screen click the theme you want to use and click Save to apply the theme 3 Select an option from the Footer selection drop down list Click the Edit button to change the selected option s settings Click the Preview button to see a preview of the selected footet 4 Select an option from the Footer location drop down list 5 Select a Page Numbers option Toset your presentation s content 1 Select a presentation type from the Presentation drop down list 2 Add report pages to and remove report pages from the Report Pages list 3 If necessary click the edit button to edit a report page 4 If desired you can reorder the report pages by clicking anywhere in a report row and dragging it up or down in the list gt To add a report page to your presentation From the Additional Report Pages list 102 CMA Wizard CMA Wizard Steps e Click a page s add button Click anywhere in the page s row and drag it to the Report Pages list You can also create custom reports and upload PDF documents see Creating and Uploading Custom Reports Toremove report pages from your presentation From the Report Pages list click the delete button for the report page you want to remove gt To preview a report page From the Report Pages li
67. ect the Company Logo check box 4 Click Save My Listings Link Toinclude a My Listings link on your contact web sites 157 Prospecting The Contact Web Site 1 Move your cursor over the Settings menu in the top right hand corner of the screen Contact Website Settings 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the Additional Settings section select the Show View My Listings link 4 Click Save Listing Addresses To enable listing address display and mapping on your web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen Contact Website Settings Filter 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the Additional Settings section select the Show Listing Addresses check box 4 Click Save Adding a Custom Site Title gt To add a custom title for your web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen Contact Website Settings Filter 2 Select Contact Website Settings to open the Contact Website Set tings screen 158 Prospecting The Contact Web Site 3 From the Additional Settings section type a title in the Site Title box 4 Click Save Contact Specific Web Site Settings Some contact web site settings apply to individual contacts You can access these settings from the contac
68. ed CMA Wizard CMA Wizard Steps A positive dollar amount will increase the adjusted list price of the comparable while a negative adjustment will reduce the price to enter a negative value type a minus sign before the dollar amount 2 If desired type notes about the comparable property in the Notes box These notes will appear in the finished presentation 3 Click Next Property or Prev Property to move from comparable to comparable Pricing The pricing screen enables you to review the adjusted prices for all compara bles determine a suggested price for the subject property and add summary notes CMA SLIZARD ie Et mat his page to add summary notes and the value for tha Suggested List Price LLAS Pricing Summary of Comparable Properties 8 Address Status Price Adj Adj Prica 5115 Savannah RUN 5448 500 4757 Falling Brook DR sod 547 000 5 175 562 175 210 Signal Ridge DR Sold 552 000 55 175 557 175 6 464 BOO 4795 Hams TRL MW 70 Valley RD NW 85 200 000 55 205 175 Price calculations below reflect All Properties High Adjusted Price 56 480 075 Low Adjusted Price S57 175 Average Adjusted Prica 52 557 000 Madian Adjusted Price 552 175 Calculate suggested price as a Single Value based onthe Average Adjusted Price Suggested List Price S2 552 000 The CMA wizard provides several opti
69. ed 5M ANF WH Manufactured Home RRO HM Rowhome TjiMOBHM Mobile Home BM DLRHIM Madular Horne TFA T FTA In many cases you can choose to see your input as full descriptions Residential Styles Detached PA or shorter codes Residential Styles DET P If you have many selections it is sometimes easier to see them all in the List box as codes rather than descriptions You can type directly into a listbox and Fusion MLS will automatically com plete your input with the first available option that begins with the letters you have typed In the example below the user typed de and Fusion MLS inserted the option Detached Residential Styles If you type a value that is not a valid option Fusion MLS will not accept the input 17 Basics Price in Thousands Button To expand and collapse a list Click the expand collapse button J To select and deselect listbox items e Click an item to select it Selected items are highlighted Click a highlighted item to deselect it You can select a continuous range of items by clicking the first item in the range holding down the SHIFT key and then clicking the last item in the range To switch between code and description input 1 Move your cursor over the field so that the Options link becomes vis ible 2 Click the Options link to open the options panel 3 Click the Code or Description button Residential Styles W Exactly x
70. el you may be able to edit other grids for your office or firm as well If you want to make changes to an office firm or system level grid that you do not have permission to edit make a copy of the grid and edit the copy To edit a grid 147 Contact Manager Custom Contact Display Grids 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set SNE Grids E Create New Grid ProspectingGrid H RES Results Grid Ef Edit Grid 3 Set Sort Order 8 Set as Default Grid 3 Copy Grid Q Close 2 Click the grid you want to edit to select it 3 Click the Edit Grid button to open the grid editor Edit Grid Grid Name Test Grid Select the fields to display in this grid by adding them to the Included Fields list below Fields will display left to right in the grid in the same order they are listed here Use the Format Field button to tailor display settings for the selected item in the Included Fields list Available Fields Included Fields L2 ka r1 g DUE remeare 4 Make any desired changes to the grid name included fields or field formats 5 Click Save
71. electing items 18 Short codes and descriptions 18 Listing detail reports 67 Index Change report 6 Zoom in out 6 Listing details Zoom in out 6 Listing view panel 67 Logging off 13 Logging on 13 M Map 120 Aerial view 123 Birdseye view 125 Changing views 126 Contacts 139 Driving directions 126 Hybrid view 124 Map control panel 1271 Map tools panel 121 Panning 122 Road view 123 Search details 68 Search map 43 Search results map 51 Searching by map 45 Zooming 122 Map panel 68 Map search 45 Circle search 45 Modifyng map shapes 46 Polygon search 46 Rectangle search 46 Removing map shapes 4 Search map 43 Member search 85 Mini Reports 21 MLS number search 33 My Folder 14 Adding listings to 14 Removing listings from 15 N Navigation tabs and menus 13 O Office search 86 Open house panel 69 Open house search 86 178 Index P Photo gallery panel 67 Price in thousands button 18 Printing Contact manager grid 142 Contact reports 140 Driving directions 129 Envelopes from contact records 143 Search details 63 Search results 56 Prospect search 152 Associate contact 4 140 Auto notification settings 5 Create new 140 Deleting searches 3 Enabling and disabling auto notification 4 Extending auto notification expriy date 6 Mark new results as viewed 6 Modifying criteria 73 New search 2 Renaming searches 4 Search manager 2 Viewing results 76 Viewing saved listings 138 Viewing search results 1
72. elies upon my work you should know that I have not followed the guidelines for development of an appraisal or analysis contained in the Uniform Standards of Professional Appraisal Practice of the Appraisal Foundation Sincerely AgentName Verdana v 12 e c s E E Using the Text Editor 113 CMA Wizard Editing Report Pages The text editor enables you to create your own personalized text for presenta tion pages In addition to standard formatting buttons the text editor fea tures merge field and spell check functionality Disclaimer Text THIS IS AN OPINION OF VALUE OR COMPARATIVE MARKET ANALYSIS AND SHOULD NOT BE CONSIDERED AN APPRAISAL In making any decision that relies upon my work you should know that I have not followed the guidelines for development of an appraisal or analysis contained in the Uniform Standards of Professional Appraisal Practice of the Appraisal Foundation Verdana ha 12 da 81 7 IY B The following formatting controls are available e Font family selector Terdana select a font family with this control e Font size selector 32 select a font size with this control e Bold button le click this button to make text bold e Italic button l click this button to make text italic e Underline button e click this button to underline text e Font color button BI click this button to open a color palette from which you can sel
73. ents list The participants list The tasks list You can view documents add a new document to a folder and open Docu ment Manager to edit the folder from the folder details panel 2 Edit Folder New Document 3469 CREEKWOOD DR SE Document Folder Status Open Document Folder Listing settlement Escrow s Property Address 3469 CREEKWOOD DR SE boi Caa Ban Property MLS e List Price 3025000 Documents Document Name Type Public MLS Date Uploaded Latest Commer Listing Agreement Listing Agreement Aerial Map Seller s Property Disclosure Disclosure Yes Statement Floorplans Survey ther Ye Participants Role Participant Phone Office Office Phone NotSpecified ListingAgent Tasks Status Task Type Name Category Due Date Completed Dat Comments PastDue Upload sellers Property Property 06 02 11 Document Disclosure Statement Click a folder name in the folder list to open the folder details panel Document Manager Creating a New Document Folder Creating a New Document Folder To access Document Manager s online help files press F1 on your key board Tocreate a new Document Manager folder from Fusion MLS 1 From the document list click the New Document Folder button The add new folder form will open in a new browser window 2 Fill out the form and click Save or Save and Add To Dos Editing a Document Folder To access Document Manager s online help files press F1 on your key bo
74. er If you do not know how to do this consult your e mail program s help system The csv file that you import into Fusion MLS should contain the following data in this order First Name Last Name Email Home Phone Cell Phone e Work Phone Fax Phone Pager Phone Address e City e State 134 Contact Manager Exporting Contacts Zip e Work Address Work City e Work State Work Zip gt To import contacts into Fusion MLS 1 Select Import from the Tools menu to open the import contacts screen 2 Click the Select File button to open a choose file dialog 3 Select the file you want to import 4 Click Open to return to the import contacts screen 5 Select a duplicate record handling option 6 Click the Import button Exporting Contacts To export a contact list from Fusion MLS 1 If you only want to export certain contact records select them before beginning the export process 2 Select Export from the Tools menu to open the export contacts screen 3 Select a records option e Selected records All records 4 Select a data format option Comma delimited csv Tab delimited txt 5 If you want to compress the exported list as a zip file select the Com press file option 6 Select the grid format that you want to export 7 If you want the exported file to contain column headings select the Include Column Headers option 8 Click the OK button 9 When prompte
75. er select Search Manager from the Search menu Frequency Expires Last Notification Last AutoRun piai zhTZcGOID itos Orto 15 18 cu Me uie m iiaa DATZ 1s OT1582010 12 48 g Su Mo Tu Wa Th iHd vg ORO 1520 ortaggi 14 40 zu bio Ti Wives mh Dey maap O00 14 34 iu Mag Ty We Th E uu KEEEE g amp E S g Click a contact s name to view his or her information in the contact manager detail panel Click a search name to open the search criteria page Creating Saved Searches from the Search Manager Tocreate a new saved search 1 From the search manager click the New Search button to open the seatch criteria page 2 Set the search criteria as desired 72 Searching The Search Manager 3 Click the Save Search button to open the save search screen Search Name Search Description ACCESS LEVEL a Personal _ Office Cancel 4 Type a name in the Search Name box 5 If desired type a description of the search in the Description box 6 Depending on your permission level you may have the option to make the search available to your firm office or just yourself 7 If you want to attach the search to a contact click the Notfication Set tings button and set the notification options 8 Click Save Modifying Search Criteria from the Search Manager To modify search criteria for a saved search 1 From the search manager click the name of the search you want to modify The searc
76. ew Presentation Template gt To create a new presentation template 1 From the CMA Wizard s Reports screen click the Presentations but ton and select Manage my presentations to open the library man ager screen 2 Select the appropriate filter options from the Property Type and Cli ent Type lists 106 CMA Wizard Your Presentation Library 3 Click the Create New Presentation button to open the presentation editor CMA Presentation Editor x Property Type Single Family Client Type Seller Presentation Name Availability Q Personal Office Firm Report Title Report Pages Theme Clouds 1 v View Choices Footer selection Disclaimer Footer v 2 Edit Preview Footer location Onall except first Page v Page Numbers Available Reports Selected Reports Personal Profile yo All Cover Letter Seller O Preparing Your Home Price Comparison Graph Horizontal Price History Graph Pricing Analysis Prop Analysis w Adjustments Property Profile 4 Type a name in the Presentation Name box 5 Select an Availability option your permission levels will determine the options that are actually available to you 6 Type a report title in the Report Title box 7 Select a theme for the presentation e Select a theme from the Report Pages Theme list e Click the View Choices button and select a theme from the palette 8 Select a footer option from the Footer selection list e Click the Edit but
77. h criteria page will open 2 Make any desired changes 3 Click the Save Search button to open the save search screen Saveasanew search Save changes to current search Search Name NewSearch2 Search Description ACCESS LEVEL Personal _ Office Cancel 4 Select Save Changes to current search 5 Click Save Deleting Searches To delete searches from the search manager 73 Searching The Search Manager 1 From the search manager select the check box next to the searches you want to delete 2 Click the arrow on the Tools menu and select Delete 3 When prompted to confirm the deletion click OK Renaming Searches gt To rename a saved search 1 From the search manager click the link in the Active column to open the search settings screen 2 Select Save changes to current search 3 Type a new name in the Search Name box 4 Click Save Associating an Existing Search with a Contact To associate a search with a contact 1 From the search managet click the link in the Active column to open the search settings screen 2 Select Save changes to current search 2 Select a contact from the Link this search to this contact list To create a new contact from the settings screen click the new con tact button 4 Click Save Enabling and Disabling Auto notification To enable auto notification 1 From the search manager click the link in the Active
78. h manager click the link in the Active column to open the search settings screen 2 Select Save changes to current search 2 Deselect the Turn on auto notification for this search check box 4 Click Save Auto notification Settings The search settings screen enables you to change a search s auto notification settings To open the search settings screen click the link in the Active col umn of the search managet 154 Prospecting Auto notification 1955 Settings Tab From the Settings tab you can Associate a contact with the search Activate and deactivate auto notification e Set the number of days that auto notification will be active e Select how you want listings delivered to your contact via website or e mailed report Edit the description of the search that appears on the client website e Specify the default search results grid you want to use e Set the access level for the search firm office personal This option may not be available to all users Frequency Tab The Frequency tab enables you to specity e How often auto notification runs e The conditions e g price change status change that will cause a listing to be re sent Contact Email Tab From the Contact Email tab you can e Specify additional recipients for auto notification e mails e Set the text that appears in auto notification e mails e Specify the report format you want the client website to use Agent Notification Tab
79. h your search criteria 4 Search menu enables you to load a saved custom or system defined search 5 Save search button enables you to save the current search criteria 6 Toggle map button hides and restores the search map 7 Search task bar icons provide access to statistics and driving direc tions and enable you to download search results 8 Additional fields button enables you to add search criteria fields 9 Criteria summary button displays a summary of the current search criteria 38 Searching Search Criteria 39 10 Clear all button clears all search criteria 11 Search map displays mapped search results and enables you to cre ate map searches Related Topics Calendar Controls on page 15 e Lists Listboxes on page 17 Price in Thousands Button on page 18 Where s the Search Button There is no Search button Fusion MLS executes a search each time you enter M ot modify criteria While the search 1s running the results count indicator dis plays an in progress symbol Once the count indicator displays the number of listings returned by your search you can go directly to the results or details screen by clicking the Results or Details button Search Limits If too many listings match your current criteria the results count indicator displays an over limit message ee b gt If the number of matches exceeds the search limit you must adjust your crite ria before yo
80. iew Fusion MLS prospecting tools include the search manager contact manager and con tact web site The search manager enables you to create customized searches for a contact You can schedule these searches to run automatically and notify your clients when a search finds listings that meet their needs The contact manger helps you to organize your clients and their contact information The contact manager also provides quick access to the pros pecting searches linked to a contact The contact web site provides a personalized web site for a contact displaying listings that meet the criteria for the prospecting searches that you have cre ated for the contact Prospect Searches A prospect search is a saved search that you have assigned to a contact You can schedule the search to run automatically and notify the contact of any new listings that the search returns auto notification Both the contact manager and search manager enable you to create view and edit prospect searches Related Topics Creating Saved Searches on page 70 Creating Saved Searches from the Search Manager on page 72 Associating an Existing Search with a Contact on page 74 Associating a Contact with an Existing Saved Search on page 140 Linked Listings You can link a single listing to one or more of your contacts Linking a listing adds it to the contact web site as a recommended property you can change the listing s categor
81. ih iur new purdlarmance wihang NET Property Tyne Beds a i midia sar this spe penvidiag a Tun and anny usar wxperanog thal amphnsizns client cnlaioraticn nnd Resitenteal cusinmuab ry Thes minasa inckains cone MLS luncions a Lie udi such ms Ging imd peace mapping priring d nel Aere re ie trrilbci lal end inka ic Resources oF CRescurce Links 3 MLE Links w 3 Marcelle Linker b amp 3 Heleta Links ie 3 Res Estate Mews i 3 Marketing Products and Services amp 3 Syraboation Links amp Gj nerin Gadgets Gadgets are Home tab panels that provide quick access to useful information and Fusion MLS functions gt To customize the gadgets on the Home tab 1 Click the Options button to open the Home Page Options screen Home page options TIE 2 Click options to select or deselect them Selected options are marked with a check and will appear on your Home 25 The Home Tab Gadgets tab Deselected options are marked with an empty check box and will not appear on your home tab 3 Click Save To rearrange the gadgets on the Home tab 1 Use the mouse to move your cursor over the title of the gadget you want to move 2 Hold down the left mouse button 3 Move the mouse to start dragging the gadget which will become semi transparent L ugpged inae Deno Agent Acte Listings Erpiring Within 14 Days Pending Listings Pendi
82. ill display left to right in the grid in the same order they are listed here Use the Format Field button to tailor display settings for the selected item in the Included Fields list Avaliable Flekis MoRURO FANE 2 g O aiu D zi Formatii 4 Type a new name in the Grid Name box or accept the default 5 Make any other desired changes 6 Click Save Deleting Grids 82 Searching The Grid Manager You can delete any grid that you have created Depending on your permis sion level you may be able to delete other grids for your office or firm as well To delete a grid 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set Grids dressOn E ETSI E ProspectingGrid WIRES Results Grid gf Edit Grid ECET 19 Set as Default Grid Ch amp Delete Grid 2 Click the grid you want to delete to select it 3 Click Delete Grid 4 When prompted to confirm the deletion click Yes Default Grids The default grid is the grid that automatically loads when you open a page that uses a grid to display data such as the search results page or the contact ma
83. ing E mailing and Printing Presentations gt To view a CMA presentation You can view a CMA presentation from the CMA Wizard or the CMA His tory page To open the CMA History page select CMA History from the CMA menu From the CMA Wizard click the View Report button to open the pre sentation in a new browser window CMA Wizard Editing and Deleting Presentations From the CMA History page select the CMA you want to view and click the View CMA button gt To e mail a CMA presentation 1 From the CMA Wizard click the Email Report button to open the e mail form 2 Fill in the necessary fields 3 Click the Send button You can also e mail a CMA presentation from the CMA History page 1 Select CMA History from the CMA menu to open the CMA History page 2 Select the check box next to the presentation you want to e mail 3 Click the Email CMA button to open the e mail form 4 Fill in the necessary fields 5 Click Send gt To print a CMA presentation 1 From the CMA Wizard click the View Report button to open the pre sentation in a new browser window 2 Click the print button to open a print dialog 3 Select your print options and click OK Editing and Deleting Presentations gt To edit a CMA presentation 1 Select CMA History from the CMA menu to open the CMA History page 2 Select the check box next to the presentation you want to edit 3 Click the Edit CMA button to la
84. ing new folder 16 Editing folder 167 Folder details panel 166 Folder list 165 Folder list filtering 165 Viewing documents 16 Driving directions 126 Adding addresses 127 E mailing 130 From search map 44 From search results 58 Printing 129 Removing addresses 127 Reordering addresses 127 Reverse directions 129 Revising route 129 Route options 128 E E mail Default settings 172 Default settings CC option 173 Default settings signature 173 Default settings your address 1 3 Driving directions 130 From contact manager 138 From contacts gadget 29 Search details 61 Search results 54 Text editor 19 Exporting contacts 135 F Fast Find gadget 32 Filtering search results 53 By map 53 G Gadgets 25 Adding to removing from Home Tab 25 Closing 27 Contacts 28 Fast Find 32 Inventory Watch 31 Minimizing 27 Rearranging 26 Resources 33 System Information 33 Gallery view 50 Selecting 50 Grid manager 77 Copying grids 81 Creating new grids Default grids 83 Deleting grids 82 Editing grids 80 Field format settings 9 Sort order 84 Grid view 48 Reordering columns 50 Selecting 49 Sorting on a column 49 H History panel 69 Home Tab 25 Closing gadgets 2 Customizing gadgets 25 Gadgets 25 Minimizing gadgets 27 Rearranging gadgets 26 Importing contacts 134 Inventory watch gadget 31 Change filter 31 Refresh 31 View inventory 31 L Linking single listings to a contact 152 153 Listboxes 17 Selecting and des
85. ist Date is nat AAA E 3 Select an option from the list Map Searches 45 With the map search feature you can draw shapes on a map to define geo graphical search areas These search areas can be circular rectangular or polygonal You can have up to 5 shapes on the map at once When you use map search Fusion MLS applies any other search criteria you have entered on the criteria screen Related Topics Fusion MLS Maps on page 120 Map View Control Panel on page 121 Map Tools Panel on page 121 e Zooming and Panning the Map on page 122 e Map Views on page 123 Drawing Map Shapes Searching Map Searches gt To draw a circle on the search map 1 From the map tools panel on the search map click Circle 2 Place your cursor on the location you want to make the center of the circle The cursor should look like a crosshair 3 Click the mouse to set the center point 4 Move the cursor to adjust the circle s radius 5 Click the mouse to set the circle gt To draw a polygon on the search map 1 From the map tools panel on the search map click Polygon 2 Place your cursor on the location you want to make the first point of the polygon The cursor should look like a crosshair 3 Click the mouse to set the point 4 Continue setting points until your polygon is defined 5 To close the polygon click the first point you set To draw a rectangle on the search map
86. isting from a contact from the search results page 1 Move your cursor over the search result ID label to open the 2 3 mini teport Click the linked contacts icon to open the linked contacts panel Click the unlink button Tounlink a listing from a contact from the search details page 153 Prospecting Auto notification 1 Click the Linked Contacts icon to open the linked contacts panel 2 Click the unlink button Auto notification When you create a prospect search you can schedule it to run automatically at specific times and notify your contact of any new listings that the search finds This is called auto notification The e mail notification can contain a link either to a contact web site which displays all the listings ever matched by a prospect search or a listing report which only displays the most recently matched listings Enabling and Disabling Auto notification for a Search gt To enable auto notification 1 From the search manager click the link in the Active column to open the search settings screen 2 Select Save changes to current search 3 Select the Turn on auto notification for this search check box 4 If the search 1s associated with a contact select how you want him or her to view listings Contact web site E mailed report 5 Specify the other search settings as desired 6 Click Save To disable auto notification 1 From the searc
87. it Preview Footer location On all except first Page v Page Numbers 9 Yes No Available Reports Selected Reports Personal Profile J All Cover Letter Seller Preparing Your Home Price Comparison Graph Horizontal Price History Graph Pricing Analysis Prop Analysis w Adjustments Property Profile 4 Make any desired changes 5 Click Save Copying a Presentation Template To copy a presentation template 108 CMA Wizard Your Presentation Library 1 From the CMA Wizard s Reports screen click the Presentations but ton and select Manage my presentations to open the library man ager screen 2 Select the appropriate filter options from the Property Type and Cli ent Type lists 3 Click the presentation s copy icon _ to open the presentation editor CMA Presentation Editor x Presentation Name Availability Personal Office Firm Report Title Report Pages Theme Clouds 1 View Choices Footer selection Disclaimer Footer v 2 Edit J9 Preview Footer location On all except first Page M Page Numbers 9 Yes No Available Reports Selected Reports Personal Profile P All Cover Letter Seller O Preparing Your Home Price Comparison Graph Horizontal Price History Graph Pricing Analysis Prop Analysis w Adjustments Property Profile 4 Make any desired changes 5 Click Save Deleting a Presentation Template Depending on your per
88. ite 15 dem pris does 56 Getting Driving Directions from Search Results 58 Related Topics o3 Sv RS aT due ums 59 Search Detailid s ve HEADS ECCE ANE b OE wae ees 59 Customizing the Search Details SCI amp eficuss eu iere dea 60 Ie rone Doble Sous Curse latu o aut ma ed 60 Changing the Current Prepeftyo iir esos s Pe EE 61 E mailing Reports from the Search Details Screen 61 Related Topics 5e dad PO 63 Printing Listing Reports from the Search Details Page 63 Information Panels irit voL Bata DUPLO RE Rs 66 Related TOPICS oae wate x pea d we CERE 66 TheListing VIEW Panel uu i cm reressp tees Dr deg doe ere ebbe 67 TheFPhoto Galen Pariell s o get dtd re greg itera e ates 67 The Attachments Panel s scuageazautobesxsuee dere ES 68 Tbe ap elle koere ea et inis etes B ik ead at 68 Related TOpiCS 4 Loeb recibe 68 The HIStOry Panel sto ed td sedem tithe a RES 69 Tie Gen House Panels s vast toners ean eh ee bees 69 The Dermootraphies Pariel sius di edi ps tete Ds 69 Saved Searches sd acne tennis ee da uud A EXCESS RA 70 Creating Saved Sedrees Lecta xdu eleg xA eR eder 70 Related Topics epu Quee ne duree 71 Moding Saved Searches xs ipd dedi Cm d dard td re dai ce oes 7 Related Topics 034 ele P x eR NAE ERESA T2 The Search Manager 2m RET RR ERIS d SiS 72 Creating Saved Searches from the Search Manager 72 Modifying Search Criteria from the Search Manager 73 Deleting SSSrel
89. ite Falla a t le EN yf 226 v atesvill tains baal Lake Morganton Valdese 324 H Jamas CX p Mickory s 70 zi card pm Troutman d nt Ulla L Newton E we 1 MC Sherrills Ford t Maiden b fe Catawha Mooresville f 7 hse Enachville if Knob Creek f Ng ros are ie gj teen Nonn Brook z7 udo cene ES SSN eter Y ae IUE onis ail 2 Je S Vno F olkville FEN 299 eder ud ME 3 399 MT 2 Use the map controls to move the map to the desired location 3 Click the Adjust button Your cursor will change from a hand to a CfOSS 4 On the map place the cursor on the point where you want the prop erty to appeat 5 Left click to map the property A red dot will mark the location 6 Click OK to return to the CMA wizatd Features 92 CMA Wizard CMA Wizard Steps The features screen enables you to select features to compare across all prop erties in the report and specify the order in which they appear If a feature is not available from the list you can add your own custom features CMA Jf z AR an Freatures M T Serdim fealures ID compare across all properties and specify the order in which thay should display Double click to easily move a feature fram one list 1o the other Drag tems up down to 1 Agent Profile Available Features Selected Features LE Bedroams All Sivle Half Baths Full Baths 2 Client Profile Basement Si
90. ither trademarks or registered trademarks of AMD in the United States and or other countries PowerPC is a trademark or registered trademark of International Business Machines Corporation in the United States and or other countries REALTOR is a registered trademark of the National Association of REALTORS In Canada REAL TOR and MLS are trademarks of the Canadian Real Estate Association Adobe Acrobat Adobe Reader and Adobe Flash are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and or other countries Firefox is a trademark or registered trademark of the Mozilla Foundation in the United States and or other countries Chrome is a trademark or registered trademark of Google in the United States and or other coun tries Other trademarks are the property of their respective owners Updated February 2011 Contents Fusion MLS Basics cccccsccccccvese 11 Welcome to Fusion MLS leen 12 System Requirements 5 ver A sau eS ies Cie 12 Logging Omand OFF sse zou be RAE RIEN EE ES 13 Getting Around in Fusion MLS LLL 13 My ike Co m EE 14 TOONIDS 24 5 5 aS wie etd nde oe a ee wd Es 15 Calendar Controls 2 ivo b X vp RU doses 15 Clearing Input Fields oco9 RERO SEULS news 17 Lists Listboxes iube uA CR eee d ERU E 17 Price in Thousands Button 0cce cee ecees 18 The TextEOICOF c uae dri Eee gau ee ECEE p s 19 SEIN weeks
91. l after you have had a chance to review the enclosed information Please give me a call if you have any questions or would like any additional information I look forward to working with you and selling your property quickly Verdana jj 12 eze B 2 Click the appropriate formatting button to format the selected text Cover Letter Body ClientName I appreciate the opportunity to provide you with a S TNPETEDBIETBASEIESISUEIPHB for your property Prepared exclusively for you this analysis contains a summary of the recent real estate transactions in your area for properties that are similar to yours While none of the properties included in this analysis is exactly like yours they do provide a good basis by which to compare your property with the competitian The following pages contain descriptions of each property whether it is currently available for sale recently sold or was listed but did not sell A short description of each property is provided followed by a summary table of each property s key features which allows you to easily compare the features of your property with others in your area Your property may have special features or improvements that could substantially affect the price range in which it should be listed We will discuss pricing in more detail after you have had a chance to review the enclosed information Please give me a call if you have any questions or would like any additional informati
92. lds For example selecting HH OO0 results in numeric data being displayed to two decimal places Selecting FH AHH HH results in a comma being used to separate thousands groups in the large numbers Display Format used for listbox fields Specifies whether short codes ot full descriptions will be displayed Use this format for all fields in this grid used for listbox fields If this check box is selected the Display Format setting will be applied to all listbox fields in the grid Column width sets the width for the grid column Editing Grids You can edit grids that you have created Depending on your permission level you may be able to edit other grids for your office or firm as well If you want to make changes to an office firm or system level grid that you do not have permission to edit make a copy of the grid and edit the copy gt To edit a grid 80 Searching The Grid Manager 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set SO SR Grids EL Create New Grid ProspectingGrid WI RES Results Grid af Edit Grid 8R Set Sort Order n Set as Default Grid cower i DeleeGrid 2 Click the grid you wan
93. leSurse um ati Gece sek Gesew ded aas aie 73 R rismiliq SesrelleSs osse x dresses exe utc e dra uere e ge qaede els 74 Associating an Existing Search with a Contact 74 Enabling and Disabling Auto notification 74 AUtO nOtTICatiOn SettindSsscescexedqeser Sg Xe d e uides 15 DSet unss i a A E E E E 75 bLrequeney Tabesercateent renter Sates 75 Contact Emal Tabs cs 544b o ioo 75 Agent Notification Tab 76 Viewing Search Results from the Search Manager 76 Extending the Expy Date vai spa ded RO I bebe ones 76 Marking Searches as Viewed 0 20 0 0 cee 76 The Grid Manager 22d 3er RR E Ed ES 77 Cat IG OTSSLesa tutatus det Seed deua cnl diari et tcr 77 Related Topies eret Seat ERE RN 79 Feld Fornaro etings Sx antennas oue desee EAS E 79 FAUNIN CT PERMIT TL 80 CONG ONOS es sari eu ava etes Suis p EV edaustaknewd 81 Bele ing ra C rr 82 E C e AEE EEE EEE LIO TUI T1007 1105272 7 83 ESIC O PN E E EO TOU Sr E T T 84 Member Search ss sevo ex eR CES Rat eu eS ees 85 Office Searchioussteoerduev or a an de Mord ot ed ad 86 Open House Search 449 exprh a px aces H c e ds 86 TNE GMAW Zan oxi rd mtra Si Roto RS ee lets A 89 Creating a CMA Presentation with the CMA Wizard 89 CMA Wizard Steps 9 5 EAE CREUSE EA 90 PN ole gi PEDIS eae rane one ee eiae uu ato atado Dea e 90 GEM MS E ERE E E ICE DO LU 90 xcci cp TEE 92 SUDISCEITOD SLE ES nE udcac dena ata d a dolar ee 94 Comparable
94. lick to perform various functions such as deleting e mailing importing and exporting contacts 11 Lettet bat click a letter to narrow the contact list to those contacts whose fitst or last name starts with the selected letter 12 Email column click the icon to send a message to a contact 13 Notes column displays the number of notes on the contact website 14 Favorites column displays the number of favorite listings on the contact website 193 Contact Manager Adding Contacts 15 Possibilities column indicates the number of possibilities on the contact website 16 Rejects column displays the number of rejected listings on the con tact website 17 Recommendations column displays the list of recommended list ings on the contact website 18 Contact website column click the icon to open the contact web site Adding Contacts gt To add a new contact 1 Open the new contact form by e Selecting Add New Contact from the Contacts menu Clicking the Add Contact button on the Contact Manager page 2 Enter the new contact s information in the new contact form Red labels indicate required fields he Other Phone 1 and Other Phone 2 fields are customizable you can delete the label text and type your own field name 3 Click the Save button Importing Contacts Before you begin the import process you must export a comma separated value csv list from your e mail program to your comput
95. ls screen s main viewing area you can also rearrange the panels to suit your preferences Panels expand and collapse to make the best use of available screen space A Links section provides useful links to other sites and applications All panels are shown below in their collapsed state 59 Details 2 Matches oM DHiepiayeud O Selected LOWE Rr E Property Pape Contents r Lisiirsg Vitia isting ime r E Photo Galery P Anachinima O 1 Criteria button click to return to the search criteria screen 2 Results button click to return to the search results screen Searching Search Details 3 Results count displays the total number of search results and the number currently selected 4 E mail button click to e mail listing reports 5 Print button click to print listing reports 6 Customize button click to change which information panels appear in the main viewing area 7 Property list select a property from this list to display its details 8 Select box check this box to mark this property as selected 9 Property navigation buttons and indicator click the arrow buttons to move forward and backward through the search results 10 Page Contents contains links to the information panels currently visible in the main viewing area Click a panel name to expand the panel in the main viewing area 11 Links contains links to other sites and applications as well as any information panels not currently di
96. m the Search menu 86 Searching Open House Search 87 CMA CMA Wizard The CMA Wizard The CMA Wizard Note This feature may not be available at this time The CMA Wizard guides you through each step of the CMA creation process You can also view e mail and print CMA presentations from the CMA Wiz ard CMA Df IZARD Agent Profile i The conta information below will be displayed throughout this CMA Presentation Agent information for Agent Nama Bob Agent Email last firstfbdomain ext Street Address 123 Main Street Phone 555 555 1234 City Avion Call Phone 555 555 2345 PA Fax Number Zip 11111 Web Site Office Information Office Name Phone Street Address Fax Number City Web Site Zip Use the Next Step and Previous Step buttons to move from section to sec tion or click a step heading in the left navigation strip Creating a CMA Presentation with the CMA Wizard gt To start anew CMA presentation 1 From the search results page select the check box next to the listings you want to use as comparables in your new presentation 2 Click the CMA Wizard icon FJ at the top of the page to launch the CMA Wizard 3 The CMA Wizard will guide you through the CMA creation process 89 CMA Wizard CMA Wizard Steps CMA Wizard Steps 90 Agent Profile The information on the agent profile screen will appear on the CMA title page and if you desire in page footers througho
97. ment Manager Integration 165 Document Folder List llle 165 Filtering the Document Folder List 165 Document Folder Details Ls 166 Creating a New Document Folder 167 Editing a Document Folder 167 Viewing Documents leen 167 Adding Documehts 2 4 46 rA oS aoa oie eels 167 Fusion MLS Settings 169 Fusion MLS Settings esce ais emo ce ied eee ee ed Gre 170 Contact Web Site Settings 02 000 170 Contact Information we iude dut tubes te Messi Luth Era 170 Web Site Personal PROTO sesi aot ene dot eee 170 WE it POGOe ERR dels tid Ake eo Ae She ot aoe be 171 EINE VOURIStINOS casas aris dria date doo bue te 171 Listing Addresses on the Web Site 05 172 CUSTOI VED SIS TGs on eae 635 vndis ido etd en ee 172 E mail Pretences caus qi pease a ERSRREEA E cele 172 Your E malAddreS P LT 173 RECEIVING GODIBSatq us ee ana Gra Mar nc else uncias aet Rb A dele S 173 Era SITIS Ule Anti dates nena t s AA dtd Trevi auos 173 Auto notification Defaults 0 0 eee 173 Related TOPICS di bdeiee ts bred oett des 174 Index 176 Fusion MLS Basics Basics Welcome to Fusion MLS Welcome to Fusion MLS Welcome to Fusion MLS CoreLogic s new MLS interface Developed using the open source Adobe Flex framework Fusion MLS is an expressive Web application that runs on
98. mission levels there may be some presentations in your library that you cannot delete gt To delete a presentation template from your library 1 From the CMA Wizard s Reports screen click the Presentations but ton and select Manage my presentations to open the library man ager screen 2 Select the appropriate filter options from the Property Type and Cli ent Type lists 3 Click a presentation s delete icon 4 When prompted to confirm the deletion click Delete Presentation 109 CMA Wizard Editing Report Pages Setting the Default Presentation Depending on your permission levels you may not be able to edit or see all possible default settings gt To set the default presentation 1 From the CMA Wizard s Reports screen click the Presentations but ton and select Manage my presentations to open the library man ager screen 2 Select the appropriate filter options from the Property Type and Cli ent Type lists 3 Click the Set Defaults button to open the presentation defaults screen CMA Presentation Defaults PropertyType Single Family ClientType Seller Personal Default Office Default Firm Default ModifiedBrief Seller Presentation 7 System MLS Default Default Seller 4 Select a default presentation from the list 5 Click Save Editing Report Pages Overriding Presentation Settings You can overtide presentation theme and footer settings at the report page
99. move it up ot down 6 If desired you can modify the formatting for the included fields 6 1 Click a field to select it 6 2 Click the Format Field button to open the field formatter Format Field Exterior Column Header Exterior Prefix Suffix Alignment Left Field Mask Display Format Short Code Use this format for all fields in this grid Column Width 45 w Best fit all columns characters approximately 6 3 Modify the formatting as needed 6 4 Click Save to return to the grid editor 7 Click Save Copying a Contact Manager Grid When you copy a gtid it cannot have the same name as the original To copy a grid 145 Contact Manager Custom Contact Display Grids 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set SNE Grids E Create New Grid ProspectingGrid H RES Results Grid Ef Edit Grid 3 Set Sort Order 8 Set as Default Grid 3 Copy Grid Q Close 2 Click the grid you want to copy to select it 3 Click Copy Grid to open the grid editor Edit Grid Grid Name Test Grid Select the fields to display in this grid by adding them to th
100. mparable to a new position in the list gt To remove a comparable property From the comparables list click the property s delete button gt To refresh comparable listing data Click the Refresh comparables with current listing data link This will not refresh comparables that were entered manually or through a tax search Adjustments The adjustments screen enables you to enter price adjustments for each of yout comparable properties You can also add notes for each comparable P m CMA Jf IZARD a Email Ropo 4 d I SImn ente TL Enter any adjustment information that applies to this property K l Use a minus sign te reduce e g 1 500 I i ofs5 Next Property gt gt Address City State Status Total DOM List Date List Price Barzig amp z2B 4889 DOO Closed Date paz gran Sold Price 448 500 SPIOLP Ba B Costs Paid by Seller 54 468 MLS Data Source T Pricing gm Subject Property Property 1 Adjusted Value Style Traditional Full Baths 4 Stories 2 Stories 50 Year Built 1855 zucg 50 Pool In ground 5 000 Net Adjustments Adjusted Price 444 500 453 675 Next Property gt gt gt To enter comparable property adjustments 1 For each of the features listed in the Feature column enter the appro priate adjustment amount in the Adjusted Value column You can edit the value in the Property column if desir
101. n P EN EP ii EES Changing Views gt To change map views Click one of the map views available in the map view control panel Road Aerial Hybrid Birdseye Driving Directions The Fusion MLS directions feature enables you to get driving directions for up to 10 map locations You can generate driving directions from a search results list ot directly from a point on the map Driving Directions Input Screen 126 Maps Driving Directions The input screen is where you specify the addresses for which you want driv ing directions and in what order you want them to appear You also select route options from the input screen Draang Directions Add Start Location j on X rmm x rm x Add End Location iz Raute Options Display Text wPoint To Poini Maps L Rownd trip Route Shortest Time Distance in Miles 4 Getdirections s p 4 d soe i Beet t San ENG d ib 200 hiiest Corporatia i es Uf Adding Addresses To add an address to the driving directions input screen Select an option from the Add Start Location or Add End Location list New Location creates a blank addtess box My Office adds an address box populated with your office address Removing Addresses Toremove an address from the driving directions input screen Click the X next to the address box Reordering Addresses gt To change the order of addresses on the driving directions input screen 127
102. n aget Your current default grid is indicated bya in the grid man ager gt To set the default grid 83 Searching The Grid Manager 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set mH Fi Grids AddressOnh E Create New Grid Prospecting Grid WARES Results Grid amp Edit Grid if Set Sort Order t Set as Default Grid a Copy Grid E amp Delete Grid 2 Click the grid you want to set as the default to select it 3 Click Set as Default Grid Grid Sort Order You can set the sort order for grids that you have created Depending on your permission level you may be able to set the sort order for other grids for your office or firm as well You can sort on up to three columns gt To set the sort order for a grid 84 Searching Member Search 1 Click the grid manager icon R to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set i Grids EL Create New Grid
103. n panels 66 Customizing 60 Demographics panel 69 E mailing 61 Expanding information panels 66 From search results 54 History panel 69 Information panels 66 Listing view panel 67 Map panel 68 Open house panel 69 Photo gallery panel 67 Printing 63 Rearranging panels 60 Removing information panels 66 Search Manager 72 Associate contact 4 Auto notification settings 5 Deleting searches 3 Enabling and disabling auto notification 4 Mark search as viewed 6 Modifying criteria 73 New search 2 Renaming searches 4 Viewing search results 6 Search map Driving directions 44 Hide map 43 Restore hidden map 44 Search operators 44 Changing 45 Search results 47 Default grid 83 Driving directions 58 E mailing 54 Filter by map 53 Filtering 53 Gallery view 50 Grid manager Grid view 48 Hide map 52 Image viewer 51 Loading a search results grid 49 Map 51 Printing 56 Reordering grid columns 50 Restore hidden map 53 Selecting and deselecting 48 Selecting gallery view 50 Selecting grid view 49 Sorting 53 Index Search results grid 48 Loading 49 Reordering columns 50 Sorting on a column 49 Search results map 51 Filter by map 53 Hide 52 Restore hidden map 53 Search tab 36 Search critera 38 Task bar icons 37 Settings 1 0 Auto notification defaults 155 173 Contact web site 156 170 Contact web site company logo 15 1 1 Contact web site contact information 156 170 Contact web site custom title 158 172 Contact web site
104. ng Alphabetical Filtering gt To filter the contact list alphabetically Click a letter in the letter bar Only contacts whose first or last name begins with the selected letter will be displayed Click All to display all contacts The Contact Details Panel The contact details panel enables you to see all your contact s important data at a glance personal information saved searches and properties and contact website statistics You can attach searches to a contact update his or her personal information and change personal website settings from the contact details panel L r ALL Home Phone Work Phone Cell Phe E55 555 H7B8 555 555 7290 555 5 Firsi EB _ Roderick 3 c Adress 251 Maple Street i 555 555 3455 555 555 1234 555 555 2345 Search info Lavinia 5 1a 5 5 Millen h Es iTi 9 UE sew mares sce een Tilo T 5 Hew malches sen ave Add new search Wiew searches within the Search Manager Saved properties info Displaying the mast rane antivhy forthe following calegon E Favorite 1 total Adina BU BLACK VEJ NTAIN RD Wim all favorins s Poesibikty 1 toi ddsirana 1233 Gedy Aiga TRL Click a contacts first or last name in the contact manager to open the con tract details panel Expanding and Collapsing Sections To expand and collapse sections in the client details panel Click the expan
105. ng Sales Sold Within amp Monins 26 The Home Tab Gadgets 4 Drag the gadget to the general area where you want to place it As you move the gadget available spaces will appear as outlined rectangles Logiedinas Demo Agent TE Atsive Listings Esnirireg then 14 Days Pending Listings Pending Sales Sold Within B Months Ki p Shee On Marei Listings only Acis Listings Expiring thin 14 Days Pending Listings Pending Sales Bald Within G Months gt To close a gadget Click the close button in the gadgets title bar gt To minimize a gadget Click the minimize button BB in the gadget s title bar 27 The Home Tab Gadgets The Contacts Gadget The Contacts gadget enables you to manage your contact list from the Home tab All ST a Steve Graves 5 Taylor Wilson I I Search Contact name or Emal Address Add Contact gt To add a contact from the Contacts gadget 1 Click Add Contact to open the new contact form 2 Enter the new contact s information in the new contact form Red labels indicate required fields The Other Phone 1 and Other Phone 2 fields are customizable you can delete the label text and type your own field name 3 Click the Save button gt To delete a contact from the Contacts gadget 1 Move your cursor over a contact s information icon to open the sum mary information popup ve Graves
106. ng in Document Manager you can access online help by pressing F1 on your keyboard Some features covered in Document Manager online help may not be available to all users of the system Document Folder List A document folder contains the document participant and task lists associ ated with a listing The folder list displays your Document Manager folders You can create a new document folder filter the folder list and view folder details from the folder list page How Gocument Faldar Bixus Open Name Address MLS amp 8 Public Docs MLS Docs amp Private Doc Status Created Date 12245 Main Stree 1234 Main Street 3 Open OB0A09 18992 Mendenhall Cir 1882 Mendenhall Cir Open 4T1nu 201 Traditions Dr 201 Traditions Dr 1 Open Qarae 3458 CREEKWODD DR SE M88 CHEEKWOOO DR SE B Open orada Click the Documents tab to open the Document Manager folder list Filtering the Document Folder List gt To filter the folder list by name or address 165 Document Manager Document Folder Details Start typing in the text box at the top of the list Fusion MLS will narrow the folder list to display only those folders whose name or address contains the characters you have entered gt To filter the folder list by status Select an option from the Status filter Document Folder Details 166 The document folder details panel displays information about a selected folder including The docum
107. ns ond onis ra og oe Nee ae Ros 154 Enabling and Disabling Auto notification for a Search 154 Auto notitication Seting Serea eade sacos edo e non 154 Setnes dabis s dicaetememe dba entes 155 Prequency Tabs as ed Yr HER ds 155 Contact Email Tab 155 Agent Notification Tab 155 Default Auto notification Settings 000000000 155 The Contact Web Site ee ee es 156 Global Web Site Setilllgss isst o et ep Eee aie edn hk 156 Contact Information 156 Personal PDhOtOs 2 635057 boats Dee 157 Company Logo sees 157 My Listings DID ie e ES ESO CES 157 Listing Addresses 2 4 vol Rs 158 Adding a Custom Site Title 158 Contact Specific Web Site Settings 005 159 Enabling and Disabling a Contact Web Site 159 Forcing a Contact to Accept the Terms of Use159 Setting a Personalized Greeting 159 Viewing Login Settings 160 Viewnga Contact WeB SIEG mo i et eee tet en a hese 160 E mailing a Link to a Contact Web SITE secrete bene 160 Managing WebSite Listi gs erreser ese Ee tee bees 160 Recommending Listings 161 Changing a Listing s Designation 161 DIVER ISTO a esee lardo abt irt e i a ite beds dade td 161 Adding and Editing Saved Listing Notes 161 Changing a Saved Listing s Designation 162 Document Manager Le 164 Fusion MLS Docu
108. nventory e Listing addresses A customized site title Contact Information gt To specify the contact information that appears on your con tact web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen ET TETSSCRUBB I DET WI Settings Contact Website Settings ee rra le om e ow s mo NE E NC Eg a He UEM E ug m x acc a a md dam as a M m xu m a m A M d d d E MA HM N ud M M uu ee 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the My Contact Information section select the check boxes for the information you want to appear on your web sites 4 Click Save Web Site Personal Photo To have your photo appear on your contact web sites 170 Settings Contact Web Site Settings 1 Move your cursor over the Settings menu in the top right hand corner of the screen Contact Website Settings 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the Images section select the My Photo check box 4 Click Save Web Site Logo gt To have your company logo appear on your contact web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen Contact Website Settings 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the Images section select the Company Logo check box 4 Click Save Link to Your Listing
109. o section 2 Click the icon in the Notes column to open the notes screen 3 Click the click here to edit text button 4 Edit the text in the upper box 5 Click Save 6 Click Close Changing a Saved Listing s Designation gt To change a saved listing s designation favorite reject etc 1 From the contact manager s details panel open the Saved properties info section 2 Click the icon in the Notes column to open the notes screen 3 Select a designation option 4 Click Save 5 Click Close 162 Prospecting The Contact Web Site 163 Document Manager Document Manager Fusion MLS Document Manager Integration Fusion MLS Document Manager Integration Note This feature may not be available at this time Document Manager is a web based application that enables you to organize and share documentation involved with real estate transactions Document Manager features include Document lists keep all your transaction related documents in one con venient location Things To Do lists stay organized and on track Participants lists add participants who can view and upload documents Contact list store contact information which can be imported from or exported to e mail applications When Document Manager is integrated with Fusion MLS you can view your folders and documents in Fusion MLS You can also log on to Document Manager directly from Fusion MLS to edit folders and documents When worki
110. om the Selected Features list click the rename button A next to the feature you want to rename The feature row will become an editable text box 2 Type the new feature name in the text box 3 Click anywhere outside the text box to save your changes Subject Property The subject property screen enables you to upload a photo and enter adjust ments and notes for the subject property Wu rA Wi Em Subject Property P 2 Enter any adjustments for the features to compare Each adjustment will be applied to the paresponding feature for each comparable property E Property Location Address 135 W ih Si City New York MY No Photo Available Upload photo Features to compare Subject property has Adjustment Value Style Cese 1280 Full Baths 3 2 000 Stories 2 50 voar Butt 1855 so f Pool mgo dr sso M Notes gt To enter subject property adjustments For each of the features listed in the Features to compare section enter a value in the Subject property has column and the appropriate adjustment amount in the Adjustment Value column CMA Wizard CMA Wizard Steps Any adjustments that you make to the subject property will be applied to the comparable properties as well A positive dollar amount will increase the adjusted list price of the comparables while a negative adjustment will reduce the price to enter a negative value type a minus sign befo
111. on ssssesssssesess 138 E mailing Contacts 4x oorr ge eee aod wate eed 138 Viewing a Contact s Saved Properties 138 Viewing Search Results from the Contact Details Panel 139 Viewing a Contact s Address on a Map 139 Contact E mail History eee 139 Vewnog E mail Hitay TOP IS eataa hd e rt bec yos 197 Deleting E mail History Items ek eri ob det ATE RR 159 Associating a Contact with an Existing Saved Search 140 Creating a New Saved Search for a Contact 140 Printing Contact Reports eee ewes 140 Printing the Contact Manager Grid 142 Printing Envelopes from Contact Records 143 Custom Contact Display Grids 143 Creating a Custom Contact Manager Grid 143 Copying a Contact Manager Grid 0 00 00 0005 145 Deleting a Custom Contact Manager Grid 146 Editing a Custom Contact Manager Grid 147 Setting a Default Contact Manager Grid 148 Setting the Default Contact Grid Sort Order 149 Prospecting 4994 9 SxepXSWI RE eee iS 157 PIOSDectligec os hea Ge LE MEE ee ERE n 152 Prospect 5Gareh8ss o dete d RES Aa de dr d 152 Related Topics svo 34 ERI RIS EE ees 152 Linked Listings oorrexi ea Ed EU eh pe 152 Lakno Bist o quae tor a prp E 9 dede E Goes 1 93 Eo MISHA CIS nae se wake dn ttr o eene i eder ds S deb 153 Auto notificatiO
112. on I look forward to working with you and selling your property quickly Verdana Touse the spell check feature 115 CMA Wizard Viewing E mailing and Printing Presentations 116 Misspelled words are underlined in red Disclaimer Text THIS 15 AN OPINION OF VALUE OR COMPARATIVE MARKET Analisis AND SHOULD NOT BE CONSIDERED AN rTOTUTU TTTM APPRAISAL In making any decision that relies upon my work you should know that I have not fallawed the guidelines for development of an appraisal or analysis contained in the Uniform Standards of Professional Appraisal Practice of the Appraisal Foundation Verdana Jeje E 1 Place your cursor over the underlined word and right click to open the check options Disclaimer Text THIS 15 AN OPINION OF VALUE OR COMPARATIVE MARKET Analisis AND SHOULD NOT BE CONSIDERED AN Appraisal Practice of the Appraisal Foundation verdana j 1 2 ie c HE 2 Select an option TRY APPRAISAL In making any decision that relies upon my work Yi guidelines for development of an appraisal or analysis containe Analysis t followed the amp nnalists Professional Analysts Add to my dictionary Eut Copy Paste Delete Select All Settings About Adobe Flash Player 10 Click a recommendation to replace the misspelled word If the word was flagged in error click Add to my dictionary to mark it as correctly spelled The red underline will disappear View
113. ons for establishing a suggested price for your subject property The suggested price can be based on all of your comparables or only the sold ones The suggested price can be based on the high low median or average adjusted price of your comparables 99 CMA Wizard CMA Wizard Steps The suggested price can be a single value or a price range based on a percentage of the high low average or median adjusted price or your comparables You can manually enter a suggested price To calculate the suggested price as a single value 1 Select an option from the first drop down list Sold Properties Only to include only sold comparable properties in the calculation All Properties to use all comparable properties in the calculation 2 Select Calculate from the second drop down list 3 Select Single Value from the third drop down list 4 From the fourth drop down list select the basis for the suggested price e High Adjusted Price e Low Adjusted Price e Average Adjusted Price e Median Adjusted Price gt To calculate a suggested price range 1 Select an option from the first drop down list Sold Properties Only to include only sold comparable properties in the calculation All Properties to use all comparable properties in the calculation 2 Select Calculate from the second drop down list 3 Select Range from the third drop down list A box for a percentage value will appeat 4 Type a pe
114. or Create Hew Grid Grid Name Seled the fields to display in this grid by adding them to the Included Fields list below Fields will display left to right in the grid in the same order they are listed here Use the Format Field button to tailor display settings for the selected item in the Included Fields list Available Fields Included Fields Address Allow Address Display Y N Allow Comments Reviews Y N Allow Estimates of Value Y N ha Allow Internet Display Y N Annual Assoc Fee Annual Master Assoc Fee Armianml dasa Arpana Can mem Search for field Format Field Save Cancel 3 Type a name for the grid in the Grid Name box 4 Move the fields you want to appear in the grid from the Available Fields list to the Included Fields list Drag and drop fields between lists e Click a field to select it and use the move right gt J and move left e buttons to move it between lists 144 Contact Manager Custom Contact Display Grids Hold down the CTRL key while clicking fields to select multiple fields Hold down the Shift key to select a range of fields Type a field name or part of a field name in the Search for field box to narrow the list of available fields 5 Arrange the included fields in the order you want them to appear Drag and drop fields Click a field to select it and use the move up uj and move Dt down buttons to
115. ories Features Parking Year Built Consiruction Pool P 5 Subject Fireplace Property l Dining 5 Comparables Rooms B Lot Size 6 Ad ts Lot Dascripbon i Sold Prce 7 f LP per Sq Ft SP par amp g F1 Square Footage Intenmor Add a custom feature gt To select features to compare Move features from the Available Features list to the Selected Features list Double click a feature to move it from one list to the other e Click a feature to select it then click the move left or move lt right button to move the feature from one list to another You can select multiple items by holding down the CTRL key while selecting features Drag features from one list to the other Click the All button to move all features to the Selected Features list To change the order of selected features Drag a feature to the desired position in the list Click a feature to highlight it then click the Up or Down button to move it gt To add a custom feature 1 Type a name in the Add a custom feature box 23 CMA Wizard CMA Wizard Steps 94 2 Click the Add button Your custom feature will appear in the Selected Features list gt To remove a custom feature From the Selected Features list click the delete button next tothe feature name The feature will be removed from the list gt To rename a custom feature 1 Fr
116. ort 1 Record 1 Report 2 Record 2 Report 2 Record 3 Report 2 7 If desired click the Preview button to see a print preview 8 Click the Print button to open a print dialog 9 Select your print options 10 Click Print Printing the Contact Manager Grid gt To print the contact manager grid 1 Click the Print button a to open the print options screen Print Options Contacts to be printed Single Contact a Selected Contacts 1 All Contacts 2 Print Results Grid Reports Paper Letter Legal Layout Portrait Landscape Preview Print Cancel 2 Select an item to print e Single record If you select this option select the record to print from the list under the option If you have selected any records from the previous screen the Selected option is available Choose this to print the selected records All Select this option to print all records from the previous screen 3 Select the Results Grid print option 4 Select a Paper option 5 Select a Layout option 6 If desired click the Preview button to see a print preview 7 Click the Print button to open a print dialog 142 Contact Manager Printing Envelopes from Contact Records 8 Select your print options 9 Click Print Printing Envelopes from Contact Records To print envelopes for contacts 1 Click the Print button A to open the print options screen
117. ou can have multiple searches open simultaneously in Fusion MLS While wotking with one search you can start a new one and have all your searches open and accessible at once The title of each search and the number of list ings it returned appear in the searches bar beneath the Search navigation tab Residential Quick Search 1023 Res Rental System Search 41 Criteria Results gt Details Ws 41 Matches Search Type Residential Rental search Res Rental System Search 7 11 Map Zip Code is J Road Aerial Hybrid Birdseya F Your open searches are persistent for as long as your session is active if you go to another Fusion MLS module such as the Home Tab and then come 36 Searching The Search Tab back to the Search module your open searches will still be available Your searches will remain open either until you close them or you log off gt To start a new search Click the new search icon in the searches bar To switch between open searches From the searches bar click the name of the search you want to view gt To close an open search Click the X next to the search name in the searches bar Search Task Bar Icons Icons in the search task bar enable you to perform such actions as e mailing downloading and getting driving directions These icons may vary from screen to screen Save Search Some of these icons may be hidden A gt gt button indicates that some of the availabl
118. pe possible misspellings are underlined in red Hopfully Am TE IB Select a suggestion to insert it in place of the misspelled word If you decide that the word is in fact spelled correctly and you do not want Fusion MLS to flag further instances of the word select Add to my dictionary Selecting Text to Format If you only want to change the formatting for part of your text such as a sin ele word or sentence first select the part you want to change To select text 1 Place your cursor at the point where you want the selection to begin 2 Hold down the left mouse button and drag the cursor to the point where you want the selection to end 3 Release the mouse button The selection should be highlighted You can now format the selected text Changing Text Color 20 Basics Mini Reports To change text color 1 Click the color selector button Imi to open the color palette mm 2 Select a color Click a color on the palette to apply the color If you know HTML color codes you can type a code in the text box to change the color the is not necessary Mini Reports The mini report displays summary information about a listing o o Vallecit 5 ae Add to Folder Sf Price 2 000 676 Status ACT Beds 3 MLE 123456 To open a mini report move your mouse over a pin on the map or an ID label in a search results grid or gallery
119. pi nuo Dos Vnliecih b a e freta Add to Folder Sf f Price 2 000 876 Status ACT Beds 3 ML 123456 gt To remove listings from your folder 1 Click the My Folder button to open your folder 2 Move your cursor over the ID label to open the Mini report Ge s 090000557 ACT 1 DET pe from Folder p Price 2 100 000 E Status ACT Beds 3 ML we 3 Click the Remove from Folder link Tooltips Most buttons and icons in Fusion MLS are clearly labeled There are instances however when limited space prevents the inclusion of descriptive labels In such cases move your cursor over a button or icon to see a tooltip a pop up label that describes the button or icon s function Save Search IE Calendar Controls Calendar controls enable you to enter dates gt To enter a single date 15 Basics Calendar Controls 1 Click the calendar icon j to open the calendar control March D 5 2010 EE Ww TFS BH 5 B 10 11 12 13 17 18 18 20 24 25 28 27 31 M T 1 2 T 8 8 14 15 16 2 22 23 28 28 3l 2 If necessary use the next the month and previous buttons to set 3 Click a number on the calendar to set the date gt To enter a date range 1 Click the calendar icon 4 March 2010 ES March 2010 S M T WT F S S M T WT F S 1 2 M4 5 B 2 NM 5 6 rOS Xo IUe S 7 8 4 10 11 12 13 14 15 16 1 18 19 20 14 15 16 17 18 19 20 2 22
120. pse the panel to see more of the map Road Aerial Hybrid Birdseye gt To collapse and expand the map view controls panel When the panel is expanded click the collapse button The panel will collapse to a single button To restore the panel click the but ton Map Tools Panel The map tools panel contains controls for moving the map and creating map searches You can collapse the panel to see more of the map This panel is only available from the search criteria screen S Move Map J Full Map SF Hide Map f e Drawing Tools L Rectangle I Circle Polygon f Clear Map gt To collapse and expand the map tools panel 121 Maps Zooming and Panning the Map When the panel is expanded click the collapse button EJ to collapse it x z A When the panel is collapsed click the expand button to expand it gt Move Map J Full Map e Hide Map MW Rectangle Circle L Polygon f Clear Map Zooming and Panning the Map gt To pan the map From the map view control panel click an arrow on the pan control JZ to pan the map in that direction From the map tools panel click the Move Map button Move your cursor over the map the cursor s shape will change to resemble a hand M D Hold down the left mouse button and drag the map if the map tools panel is not available you can still drag the map with the mouse
121. rcentage in the percentage box 5 From the fourth drop down list select the basis for the suggested price High Adjusted Price Low Adjusted Price Average Adjusted Price Median Adjusted Price gt To enter a suggested price manually 1 Select Manually enter from the second drop down list 2 Select Single Value from the third drop down list 3 Type the suggested price in the Suggested List Price box 100 CMA Wizard CMA Wizard Steps gt To enter a suggested price range manually 1 Select Manually enter from the second drop down list 2 Select Range from the third drop down list 3 Type low and high values for the range in the Suggested List Price Range boxes Reports The reports screen enables you to set the appearance of your presentation and specify the reports that will appear in it You can also manage your CMA pre sentation library and upload or create custom reports from the report screen Fu PI peu i he information you want to appaar on each page of the CMA and select ihe pages you wan j Report Titla Seller Presentation Report Pages Theme clouds 1 View Choices Footer selection Agent and Office Photo j Edi P Preview Footer location On all except first Page Page Numbers a Yes No Report Content Report Pages Cover Page DES nov and dag up o Cover Lettar Solar PPE lt lt Subject Property 2 p n Reports with an
122. rch Search Financials Residential 2 4 Units k Lot Land Ld LotiLand System Search Residential Rental LotLand Add Edit Search Fractional Ownership E l Com Res Income b EGE Aerial Com HoteliMatel ES 4 Com MabHmPark nuna Baa NN m Sani Cam Atin A b Marlette Mni Adding and Removing Fields gt To add search fields 1 Click the Add Fields button to open the field selector Add Fields Criteria Summary Select or enter a feld name zl Add Field 2 Select a field to add to the search criteria page e Click the expand list button to open the field list and select a field Sections Active Market Time Additional Property Use Allow Camments Review ih Animal Designator Code 0 more Approximate Living Space Architectural Style Assessments Assessors Parcel Association ID a Clear All Add Field 41 Searching Search Criteria e Start typing in the box to see a list of fields that match your input and select a field List ar Sell Price List Price fH List Price Statistics Low List Price nr mare Original List Price Original Low List Price Previous List Price Sale Price Statistics Sold Price VRange Search Low Price me T il 3 Click the Add Field button 4 When you are finished adding fields click the Add Fields button to close the field selector gt To remove a field from the search criteria page 1 Move your cursor over
123. re the dollar amount Note if you change any of your subject property adjustments after complet ing this step your changes will NOT be applied to the comparables You can type notes about the subject property in the Notes box These notes will appear in the finished presentation gt To upload a photo for the subject property 1 Click the Upload Photo button A select file dialog will open 2 Navigate to the folder that contains the photo you want to upload 3 Click the photo to select it 4 Click the Open button Comparable Properties The comparable properties screen enables you to review your list of compara bles before moving on to making individual adjustments You can also reor der add or remove comparables from this screen CMA IZARD mx Ld Email Ropar 4 Sav F1 Clon iparable Properties m Use this pape for adding addibonal comparable properties and reviewing Your existing comparable EB properties Drag comparables up down to reorder them Refresh comparables with current esting dats Address Status Price di A Price 5115 Savannah RUN Sold 448 500 5 175 453 675 fil 2 4757 Falling Brook DR Sold 547 000 5 175 552 175 a 3 210 Signa Ridge DR Sold 552000 5 175 57 175 a 4 4796 Hamis TRL NW Sold 56 484 800 5 175 6 489 975 i 70 Valley RD NW Sold 5 200 000 5 175 5 205 175 fil Enter the MLS amp for an additional comparable property here Add Mz Add comparable property rom Realist Tax
124. reate New Report to open the RTF report editor RTF Report Insert Merge Field v Add Report to In This CMA Only v Report Title Custom Report Body Verdana by 22 xy E z Bm 2 Type a title in the Report Title box 3 Select an option from the Add Report to list In This CMA Only your report will only appear in the current CMA presentation My Available Reports List your report will be available for future presentations 4 Create your report in the Custom Report Body area Use the Insert Merge Field menu and formatting tools as needed 5 Click Save 104 CMA Wizard Your Presentation Library Uploading a PDF Report Be sure that your PDF document does not exceed the size limit specified in the upload dialog gt To upload a PDF document to your CMA presentation 1 From the CMA Wizard s Reports screen click the Create Upload New Report button in the Additional Report Pages section and select Upload PDF Report to open the upload PDF dialog PDF Report Upload Report Title Add Report to In This CMA Only v PDF File max 3 MB Browse This report will include the default footer and theme of the presentation If you wish to change or remove these elements you will need to Edit the report after it is added to the presentation 2 Type a title in the Report Title box 3 Select an option from the Add Report to list In This CMA Only your report will only appear in the
125. reen Print Options Contacts to be printed Single Contact s Selected Contacts 1 _ All Contacts 2 Print e Results Grid Reports Paper s Letter LJ Legal Layout Portrait Landscape Preview Print Cancel 2 Select the Reports print option 3 Select the reports to print from the Reports to be printed list The available reports are divided into groups To expand or collapse the report groups click the triangle next to the group name e Select the check box next to a report name to include that report in the print job 4 Click Show Report Order to expand the print options screen 5 Reorder the reports if desired 5 1 Click the report you want to move and hold the left mouse but ton 5 2 Drag the report to its new position 5 3 Release the left mouse button 6 If you want to collate the reports by record rather than report type select the Collate reports witha to print each listing on consecutive pages check box For example if you selected 3 records to print and 2 reports for each selecting this option would result in the following print order Record 1 Report 1 Record 1 Report 2 Record 2 Report 1 Record 2 Report 2 Listing3 Report 1 Record 3 Report 2 Not selecting this option would result in this print order Record 1 Report 1 141 Contact Manager Printing the Contact Manager Grid Record 2 Report 1 Record 3 Rep
126. rge field This will set your cursor Insert Merge Field v Defaults v Disclaimer Text THIS IS AN OPINION OF VALUE OR COMPARATIVE MARKET ANALYSIS AND SHOULD NOT BE CONSIDERED AN APPRAISAL In making any decision that relies upon my work you should know that I have not followed the guidelines for development of an appraisal or analysis contained in the Uniform Standards of Professional Appraisal Practice of the Appraisal Foundation Sincerely Verdana vj 12 jz v E 2 Click Insert Merge Field to open the merge field menu CMA Wizard Editing Report Pages 3 Select the type of field you want to insert The merge field sub menu will open Insert Merge Field y Defaults y Client Information gt Client Property Information Agent Information N Ld AgentName ET ANALYSIS AND SHOULD NOT BE CONSIDERED AN Office Information AgentMainPhone work you should know that I have not followed the gt Other b AgentCellPhone ontained in the Uniform Standards of Professional AgentFaxNumber Sincerely AgentStreetAddress AgentCity AgentState AgentZipCode AgentEmailAddress AgentWebsiteAddress Verdana i i2 vjiejz jo M E 4 Click the desired field to insert it Insert Merge Field v Defaults v Disclaimer Text THIS IS AN OPINION OF VALUE OR COMPARATIVE MARKET ANALYSIS AND SHOULD NOT BE CONSIDERED AN APPRAISAL In making any decision that r
127. rmation from your MLS About this System Welcome to MarketLinx s New MLS interface Developed using the open source Adobe Flex framework our new MLS system is an expressive Web application that runs on all major browsers desktops and operating systems including Mac OSX Safari Chrome and Firefox Combined with our new pertfarmance enhanced NET middle tier this system provides a fun and easy user experience that emphasizes client collaboration and customizability This release includas cora MLS functions such as searching saved searches mapping printing mail my favorites multitasking a contact list and links to some extamal applications 34 Searches Searching The Search Tab The Search Tab The Search tab contains the criteria results and details screens that you will use to conduct searches Sign Out oe Pe Home search Prospects Heip Residential Quick Search 102 Fees Rental System Search 41 F Pc Criteria Rnaulis Matas 31 Batches tne Search ew DE Tye Residential Rental cawi Pes Rental System Search Unit Features 1 Badman Occupants coniain hic en Siete bre LM i A Audi Fields UE i ni Messa cifrar HUI 1 Searches bar displays your open searches 2 Search task bar enables you to switch from criteria to results to details screens displays search matches and enables you to perform other search related tasks Multiple Searches Feature Y
128. rt the list by clicking a column heading The Map Panel The map panel displays the listing s location on a map a ey Sooner pa ur Related Topics 68 Searching Search Details Map View Control Panel on page 121 Map Tools Panel on page 121 Zooming and Panning the Map on page 122 e Map Views on page 123 The History Panel The history panel displays a listing s MLS activity Froparty Type mazos RES TO ooa RES 10027 2008 RES 14212008 RES Urano RES DAHOHOO RES Address Status Agent D Dice ID COOH You can sort the list by clicking a column heading The Open House Panel The open house panel displays open house data for a listing T Open House rialta in You can sort the list by clicking a column heading The Demographics Panel The demographics panel displays demographic data about a listing s P Demographics House Hold income Levels far ZIP code 155 O 28 000 28 000 34 000 35 000 50 000 80 000 75 000 75 000 400 000 400 004 69 Population by Age Tor ZIP code Population by Sex tor ZIP code 5 4 3 z 4 200 400 ao 1000 1200 1400 1600 Oto 11 1212 17 18 to 2d 25 to Bd 85 to 74 T6s Price 1 005 000 1 895 000 4 664 000 4566 000 m 805 000 610 000 r area Searching Saved Searches Move the cursor over a chart section to see a pop
129. s gt To include a My Listings link on your contact web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen Contact Website Settings Filter 2 Select Contact Website Settings to open the Contact Website Set tings screen 171 Settings E mail Prefences 3 From the Additional Settings section select the Show View My Listings link 4 Click Save Listing Addresses on the Web Site To enable listing address display and mapping on your web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen E My Folder 0 Sign Out eu Pai ius Lie r L umer ji Help Contact Website Settings D TT Mn Ew pr Vic RECO amp DE z n F n uu Ca ee MR ke ee E a CECI RM Sad ute e REND P d a a a ae ua aa ata aurae tal urs erii enum iM una ee a ta ww 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the Additional Settings section select the Show Listing Addresses check box 4 Click Save Custom Web Site Title gt To add a custom title for your web sites 1 Move your cursor over the Settings menu in the top right hand corner of the screen f My Folder 0 Sign Out Contact Website Settings Filter Tools 2 Select Contact Website Settings to open the Contact Website Set tings screen 3 From the Additional Settings section type a title in th
130. s 5 Displayed 0 Se i F3 ee BE 0 ME BU MI E R fi images HE Map Sort Filter Filter by Map Criteria Results Details View RES Results Grid Mim me Macedonia Wider F nrreiln j e 1 ime Lareul a cut riso Car Demos Che LIES Day Creak EIT L I Winders ii 2 zn Dedia Eiman An f Lawrenceila 2n ii opas i j Tampir ya E jo ni ere i Man ba a 1 Criteria button click to return to the criteria screen 2 Details button click to open the details screen 3 Results count displays the total number of search results and the number currently selected 4 Save search button click to save the current search criteria Searching Search Results 5 E mail button click to e mail search results 6 Print button click to print search results 7 Search task bar icons enable you to perform additional tasks move your cursor Over an icon to see a descriptive tooltip 8 View selection buttons click to switch between grid and gallery views 9 Grid list select a display grid from this listbox 10 Grid manager button click to open the grid manager 11 Toggle images button click to hide and restore the image display 12 Toggle map button click to hide and restore the search results map 13 Sort button click to select sort options 14 Filter button click to select filtering options 15 Map filter button click to narrow the results in the grid or gallery to match th
131. splayed in the main viewing area 12 Main viewing area contains listing information panels Customizing the Search Details Screen You can specify which information panels you want to appear in the main viewing area These panels will also be available from the Page Contents section Panels that you do not wish to see in the main viewing area will still be available from the Links section of the search details screen gt To customize the search details screen 1 Click the Customize this Page button to open the page preferences screen Properties Information Select the property information you wish to display on this pape Once teme ara onthe property details page you cen drag them to arrange the page as desired ETT I Apo Cancel 2 Click options to select or select them Selected panels will appear in the main viewing area 3 Click Save Rearranging Panels 60 Searching Search Details You can drag and drop information panels to rearrange them gt To rearrange information panels 1 Use your mouse to move the cursor over the title bar of the panel you want to move 2 Hold down the left mouse button 3 Move the mouse to start dragging the panel which will become semi transparent 4 Drag the panel to the general area where you want to place it As you move the panel available spaces will appear as outlined rectangles Ligting View P Photo Gallery r Attachmnents 0 F Listing
132. st click the preview button for the page you want to view Saving a Presentation as a Template You can save the current CMA to your presentation library where it will be available for future use To save a CMA to your presentation library 1 Click the Presentations button and select Save as a new presenta tion to open the save presentation dialog Save Presentation Presentation Name Availability Personal 0 Office 0 Firm am Presentation settings may be modified in the future by using the Presentation Manager 2 Type a name for the presentation in the Presentation Name box 3 Select an Availability option the options that actually appear depend on your permission level Personal available only for you Office available for all members of your office Firm available for all members of your firm 4 Click Save 103 CMA Wizard Creating and Uploading Custom Reports Creating and Uploading Custom Reports If the CMA Wizard s available reports do not suit your needs you can create custom reports or upload PDF documents to include in your presentations Creating a Custom Report Custom reports can contain merge fields placeholders for data that may change over time such as your contact information gt To create a custom report 1 From the CMA Wizard s Reports screen click the Create Upload New Report button in the Additional Report Pages section and select C
133. t aei s qe 43 Related Topics 01 ta snows nioun redana 43 Hiding the Seach Maps iro adora o gto x tdebste s las 43 Getting Driving Directions from the Search Map 44 Related TOPICS 2st Ek e hr XR Ed 44 SEICA ori a RN TNR EE 44 Map Searches ous scis oe NV e e ER CENA 45 Related TOPICS 35 4 82 eed so ceo e DR d 45 Drawno Mao Shae Ss rera a TA eras iubar werte f 45 Moding Map Shapes EE ETT TEE EET 46 Removing Map Shapes eus ees tes evt bise RPPPee ds 47 Search Results oen en IU ERR RUE bet 47 Selecting and Deselecting Search Results 48 C NU Wi eaae a heesenenssah tema hatte theca tones ons Mas easier ose 48 Related Topics sce CC ertet EM 49 DESC GGG VIEW C TET 49 Werte nleEoie eSI RECEN AS Ea estas ae o 49 Sortngdastie CITIe On C OBIECIT gu cess aci o aero eoa an ut deo t 49 ieoreenas ond CONN seus qua qot acp NOR omer uA ER 50 ec Rc err rx TT 50 selecting Gallen VEW sq ec iaodedteci cree bdo Pi 50 MIGWITIGIHETOOOS S 1 a4 perse osea ey fovit v Rove Vor VOD PERS 51 The searen Results Vias err ide hoo ect o der v e pn 51 Related TOPICS 29592 bs emo Sed u ini 52 Fitemg OY Map cu a mtt e aute Bate ELECTUS 53 Soning Search Results sereine eter ea E Pet 539 Filtering Search Results s sitios ea tik d tette a ape EU 53 Viewing Listing Details sS we etch eene chess 54 Esmalling Search sesultsc 8 iaa bacc oe eideb ta Petr E ed 54 Related TODICS out E Rc pex AE 56 Printing Search RESUS ue on ed
134. t manager s contact details panel Enabling and Disabling a Contact Web Site gt To enable or disable a contact web site 1 From the contact manager click a contact s first or last name to open the details panel 2 Click the web site status indicator ON OFF to toggle the web site on and off gi Au g Contact Webs E on View Contact Wers Forcing a Contact to Accept the Terms of Use gt To force a contact to accept the site s Terms of Use 1 From the contact manager click a contact s first or last name to open the details panel 2 From the Contact Website Info section click Edit Contact Website Info to open the settings screen 3 Select the FORCE check box in the Terms of Use section 4 Click Save Setting a Personalized Greeting gt To set a personalized greeting for a contact site 1 From the contact manager click a contact s first or last name to open the details panel 2 From the Contact Website Info section click Edit Contact Website Info to open the settings screen 3 Type a greeting in the Contact Website Greeting box 4 Click Save 159 Prospecting The Contact Web Site Viewing Login Settings The login settings tell you whether a contact is required to sign in to view his ot her web site and how many times he or she has viewed the site in the last 30 days To view a contact web site s login settings 1 From the contact manager click a contact s first or l
135. t name city and zip postal code 3 Select a search radius from the Find listings within list The search is conducted from the center of the area defined in the location box 32 The Home Tab Gadgets 4 Specify the other criteria you want to use for the search 5 If you want to limit your search to on market listings select the Show On Market Listings only check box 6 Click the Search button To perform an MLS number search from the Fast Find gad get 1 Click the Quick Search gadgets ML tab 2 Type one or more MLS numbers in the box Separate multiple num bets with commas 3 Click the Search button The Resources Gadget The Resources gadget displays useful links to other web sites Resources v Resource Links gt 1 MLS Links 7 Marketlinx Links gt 1 Helpful Links 3 Real Estate Mews Gl Marketing Products and Services a Syndication Links 3 SmartLinks These links are organized in folders To expand and collapse resource link folders Click the expand button next to a folder to expand it v C Marketlinx Links qy Marketlinx MLS Solutions zr SentriLack qy Union Tribune qy Supra qy Premier IDX Search Click the collapse button jy next to a folder to collapse it E 3 MLS Links 3 hMarketlinx Links 1 Helpful Links The System Information Gadget 33 The Home Tab Gadgets The System Information gadget displays important info
136. t to edit to select it 3 Click the Edit Grid button to open the grid editor Grid Name TestGrd Select the fields to display in this grid by adding them to the Included Fields list below Fields will display left to right in the grid in the same order they are listed here Use the Format Field button to tailor display settings for the selected item in the Included Fields list Available Fields included Fields IEEE ue G ie Save Cancel 4 Make any desired changes to the grid name included fields or field formats 5 Click Save Copying Grids When you copy a gtid it cannot have the same name as the original 81 Searching The Grid Manager gt To copy a grid 1 Click the grid manager icon m to open the grid manager Grid Manager The Grid Manager allows you to create and edit grid style reports for your search results For each grid you create you may specify the fields to be displayed the format and size of each column and the display order of the results set SIN Grids EL Create New Grid ProspectingGrid H RES Results Grid af Edit Grid 8R Set Sort Order Gy Set as Default Grid cower E amp Deletecrid e 2 Click the grid you want to copy to select it 3 Click Copy Grid to open the grid editor Edit Grid Grid Name TestGrid Selec the fields to display in this grid by adding them to the Included Fields list below Fields w
137. the contact manager click a contact s first or last name to open the details panel 2 From the Search Info section click a search s view results button to open the contact search results page The search results page for a saved search provides all the features of a regular search results page plus a Tools menu Select listings and choose an option from the Tools menu to Mark a listing as viewed new favorite reject etc e Remove a designation Viewing a Contact s Address on a Map To view a contact address on a map 1 From the contact manager click a contact s first or last name to open the details panel 2 From the Personal Info section click an address to open a map in a new window Contact E mail History The e mail history section displays a list of the e mails that have been sent to a contact from Fusion MLS The Event column indicates whether an e mail was sent manually or through auto notification Viewing E mail History Items To view an e mail history item 1 From the contact details panel open the Email History section 2 Click the link in the Subject column to open the read message screen Deleting E mail History Items 139 Contact Manager Associating a Contact with an Existing Saved Search gt To delete an item from a contact s e mail history 1 a From the contact details panel open the Email History section Select the checkbox next to the items you w
138. the field so that the Options link becomes vis ible 2 Click the Options link to open the options panel gt Remove this field 3 Click Remove This Field Eaa Rearranging Fields gt To rearrange the fields on the search criteria page 1 Move your cursor ovet the field you want to move 2 Hold down the left mouse button and drag the field to its new location 3 Release the left mouse button Clearing a Field gt To clear an input field Click the clear button 2 Clearing All Search Criteria gt To clear all search criteria 42 Searching Search Criteria 43 Click the Clear All button T The Search Map The search map available from the search criteria screen enables you to define search areas for map searches It also displays the location of listings that match your current search criteria If desired you can hide the search map B Move Map A Full Map Hide Map Drawing Tools Rectangle Circle L Pobhuon Related Topics Fusion MLS Maps on page 120 Map View Control Panel on page 121 Map Tools Panel on page 121 e Zooming and Panning the Map on page 122 Map Views on page 123 Map Searches on page 45 Hiding the Search Map gt To hide the map Searching Search Criteria From the map tools panel click the hide map button in the map controls panel e Click the Map button gt To restore a hidden map Click the M
139. to print the selected records All Select this option to print all records from the previous screen 3 Select the Reports print option 4 Select the reports to print from the Reports to be printed list The available reports are divided into groups To expand or collapse the report groups click the triangle next to the group name e Select the check box next to a report name to include that report in the print job 5 Click Show Report Order to expand the print options screen 6 Reorder the reports if desired 6 1 Click the report you want to move and hold the left mouse but ton 6 2 Drag the report to its new position 5 Searching Search Results 6 3 Release the left mouse button 7 If you want to collate the reports by record rather than report type select the Collate reports witha to print each listing on consecutive pages check box For example if you selected 3 records to print and 2 reports for each selecting this option would result in the following print order Record 1 Report 1 Record 1 Report 2 Record 2 Report 1 Record 2 Report 2 e Listing3 Report 1 Record 3 Report 2 Not selecting this option would result in this print order Record 1 Report 1 Record 2 Report 1 Record 3 Report 1 Record 1 Report 2 Record 2 Report 2 Record 3 Report 2 8 If desired click the Preview button to see a print preview 9 Click the Print button to open a print dialog 10
140. ton to edit the footer settings e Click the Preview button to preview the footer 9 Select a footer location option from the Footer location list 10 Select a Page Numbers option 11 Select the reports to include in the presentation Click and drag reports from the Available Reports list to the Selected Reports list e Click a report to select it and use the move right gt gt and move left lt lt buttons to move reports from one list to another Click the All button to move all reports from the Available Reports to the Selected Reports list Click the Create Upload Report button to create or upload a cus tom report 107 CMA Wizard Your Presentation Library 12 Click Save Editing a Presentation Template Depending on your permission levels there may be some presentations in yout library that you cannot edit To edit a presentation template 1 From the CMA Wizard s Reports screen click the Presentations but ton and select Manage my presentations to open the library man aget scteen 2 Select the appropriate filter options from the Property Type and Cli ent Type lists 3 Click a presentation s editicon to open the presentation edi tof CMA Presentation Editor x Property Type Single Family Client Type Seller Presentation Name Availability Personal Office Firm Report Title Report Pages Theme Clouds 1 v View Choices Footer selection Disclaimer Footer v 2 Ed
141. ts gadget Click a letter or 123 in the Contacts gadget s index row The gadget will display all contacts whose first name begins with that letter i Contacts All 123 ABCOERPGHIJKLMNOPQGRSTUY WY Zz Type a contact s name or e mail address in the Search box As you type the gadget will narrow the contact list to match your criteria Search Contact name or Emal Address Add Contact To view summary information for a contact The Home Tab Gadgets Move your cursor over a contact s information icon to open the summary information popup all a wes Graves f j Steve Graves Mobile 555 555 8545 Home 555 555 1234 Work 555 555 3214 Email firstlast dormain ext Search Contact name or Emall Address Add Contact To view a contact s entry in the Contact Manager Click the contact s name in the Contacts gadget The Inventory Watch Gadget The Inventory Watch gadget displays inventory counts for you your office and your firm Inventory Watch gt kd uu show My Office Active Listings an New This Weak Expiring Within 14 Days 8 0 Pending Listings B Pending Sales B 2 Sold Within 6 Months You can change the Inventory watch filter to display inventory counts for you your office or your firm gt To change the Inventory Watch filter Select an option from the Show list gt To refresh the Inventory Watch gadget Click the refresh button
142. u can proceed to the search results or details pages Required Fields Searching Search Criteria If there are any required search fields they appear in red and the results count indicator displays a message informing you that input is required Criteria Results Be Details Search Type Residential Search Residential Quick Search Residential Styles is 4 DET m j2 Market Area is LY p Code iz EM List Status is ACT ME Off Market Date between and Ha Year Built between and List Date between and uj Close of Escrow Date between and ch Search Price between 000 and 000 7 Bedrooms between and Bath Totals between and _ Options Estimated Square Feet between and Approximate Living Space is Ba House between and Street Name contains Map Code Page contains Neighborhood contains Community i5 Lv Age Restrictions is ma Lot Size is LY Listing Type is Not ALL of the fields in red are necessarily required You may find that when you enter criteria for one required field the others become optional Loading a Saved Custom or System Search Toload a saved search custom or system For the currently selected property type select a search from the Search list 40 Searching Search Criteria For any property type move your cursor over the Search navigation tab to open the Search menu then move your cursor over a property type to open the search submenu Click a submenu item to load the sea
143. unch the CMA Wizard gt To delete a CMA presentation 1 From the CMA menu select CMA History to open the CMA History page 2 Select the check box next to the CMAs you want to delete 3 Click the arrow next to the More menu at the top of the page and select Delete Selected 4 When prompted to confirm the deletion select OK 117 CMA Wizard Editing and Deleting Presentations 118 Fusion MLS Maps Maps Fusion MLS Maps The Fusion MLS map displays listings returned by a search and enables you to create map based searches Two panels map view control and map tools provide controls for manipulating the map uf of Santa emt s 20 7 San Jacint ETT a Sy Move RIT AL Full Map Hide Map j Rectangle ah h gt a PLI ee PS OM et Polygt Oceanside 5 Mista 1 ae a kgo Circle e ar a en amay i kaa el ma M ge P9 j Cleveland National Forest a Fl ns y M E uy AE b 15 miles _ _ 2040 Miclosoft Corporation Bing Maps 1 Map view control panel enables you to adjust the map 2 Map tools panel enables you to draw map searches Only available from the search map Mapped listings appear as pins on the map Pins are color coded by status 120 Maps Map View Control Panel Map View Control Panel The map view control panel contains controls that enable you to manipulate the map change the view zoom in and out and pan You can colla
144. ut the presentation CMA Jf ELLE Agent Profile e The conte information below will be displayed throughout this CMA Agent Name BobAgent Email last Rrst bdomain ext Street Address 123 Main Street Phone City Anion Cell Phone PA Fax Number Zip 4i WebSite j Office Information Office Name Phone Street Address 1 0 Fax Number City Web Site Zip When you launch the CMA wizard this screen is automatically populated with your contact data from MLS records You can edit any of this information to reflect how you want it to appear on the CMA report Note Editing the contact information displayed on the agent profile screen will not change the information in the MLS system Client Profile The client profile screen enables you to enter the information about your cli ent that you want to appear in the presentation If your client is also one of your prospects you can import this information from your prospects list CMA Wizard CMA Wizard Steps You will also specify the type of presentation you want to create buyer s or seller s and enter the location of the report s subject property from this screen CMA PFIZARD Client Profile e Entering infamalion about the cient that you want to appear an the CMA Report Client Information Client Type Seller Change Client Name Lavinia Penniman Select a Prospect Phone Number 555 5455 7801 E Mail first Lastgpdomaln e
145. ve your cursor over a tab to see its menu items Home Search Prospects Help Residential 2 4 Units ki LotfLand d Feeidenfs fenis LotiL and System Search Lat Land Add Edit Search PLPC CIEL MERITI TE Fractional Ownership Cam Res Income b oad Aerial Hybrid Birdsey P Cam Hatel Matel Com MobHmPark P Com OffiRtUlnd sane Com BusOp PH S t Com LndiRn Gre m EN x9 CrossProparty je Qm Mirama RIDE Hillery Ur 5 Sipps Lake U search Manager ez 3 aun E te cast Dr MLS Number Search d E or History Search iore D e Open Hause Search i St Po Jupiter Re Menu items with a triangle after them have submenus Move your cursor over these items to see their submenus Click a tab menu item or subitem to go directly to a specific page within Fusion MLS The My Folder feature enables you to bookmark listings for future reference You can access your folder at any time by clicking the My Folder button at the top of the screen The number in parentheses indicates how many items are currently saved in your folder You can only open your folder if there are items in it gt To add a listing to your folder 1 Move your cursor over eA listing pin on a search or search results map An ID label in a search results grid or gallery 14 Basics Tooltips 2 Click the Add to Folder link on the Mini report that appears abet ete P 2 pir de iz
146. vorite possibility reject Access the contact web site Enable or disable the contact web site Recommending Listings Torecommend a listing on the contact web site 1 From either the search manager or contact manager open the results page for a prospect search 2 Select the listing you want to recommend 3 From the Tools menu select Recommended Changing a Listing s Designation To change a web site listing s designation favorite reject etc 1 From either the search manager or contact manager open the results page for a prospect search 2 Select the listings whose designation you want to change 3 Select a new designation from the Tools menu Saved Listings Saved listings are contact web site listings that you or the contact have flagged as recommended favorite possiblility or reject You can view and manage saved listings from the contact manager s details panel Adding and Editing Saved Listing Notes gt To add a note to a saved listing 1 From the contact manager s details panel open the Saved properties info section 2 Click the icon in the Notes column to open the notes screen Prospecting The Contact Web Site 3 Click the click here to edit text button 4 Click the click here to add text button 5 Type a note in the lower box 6 Click Save 7 Click Close gt To edit a note to a saved listing 1 From the contact manager s details panel open the Saved properties inf
147. xt Subject Property Location Property HERE m 7 135 W 85th Si yg y Mete e m y je 5 Mew York NY 6 Adjustments 10023 7 B repons p nius E is mus ez EY Salis Jul LI tg cong Godis MATTED and sla DE Po tg um deu Change Location When you enter the subject property address the wizard will attempt to map it automatically If the automatic mapping is unsuccessful or if you want to adjust the property s location you can map the property manually gt To import client information from your prospect list 1 Click the Select a Prospect button to open the prospect selection dia log Select a Prospect Select or enter a Prospect name m om Select the prospect for whom you wish to create this i CMA 2 Select a prospect from the drop down list 3 Click OK to return to the CMA wizard gt To map a property manually 91 CMA Wizard CMA Wizard Steps 1 Click the button under the map Map Property or Change Location to open the mapping window Xu Mulbemy Bys n Millara Creek Fairpiains a Cricket sWilkesbara j k Moravian Falls 2 Linville B u c Boomer 1 P j a Bakersvill J 428 Wnion Gros Pitamont dings Creek Eagle Mills 3 Far Ph eu j R d g r Olin MAE Pisgah National Ellendale i wrote UAE Mg Ser Uere nume COR ek x m Gamewell L w Stony Paint A ign orth Cove M Bethlehem 16 UM Ji A JSA Sawmills Gran
148. y are listed here Use the Format Field button to tailor display settings for the selected item in the Included Fields list Available Fields Included Fields Address Allow Address Display YN Allow Comments Reviews YIN Allow Estimates of Value YIN La Allow Internet Display Y N Annual Assoc Fee Annual Master Assoc Fee Armani Gaede Anasa Can Dans Search for field Save Cancel 3 Type a name for the grid in the Grid Name box 4 Move the fields you want to appear in the grid from the Available Fields list to the Included Fields list Drag and drop fields between lists e Click a field to select it and use the move right and move left ej buttons to move it between lists Hold down the CTRL key while clicking fields to select multiple fields Hold down the Shift key to select a range of fields Type a field name or part of a field name in the Search for field box to narrow the list of available fields 5 Arrange the included fields in the order you want them to appear Drag and drop fields Click a field to select it and use the move up s and move down buttons to move it up ot down 6 If desired you can modify the formatting for the included fields 6 1 Click a field to select it 78 Searching The Grid Manager 6 2 Click the Format Field button to open the field formatter Format Field Exterior Column Header Exterior
149. y from the linked contacts panel This can be useful when you encounter a listing that you think will interest a client even though it 1s not returned by any of the saved searches that you have set up You can link listings to contacts from the search results or search details page 152 Prospecting Linked Listings Linking Listings gt To link a listing to a contact from the search results page 1 U1 C Move your cursor over the search result ID label to open the mini teport Click the linked contacts icon to open the linked contacts panel Select a contact from the contact list Click the Link button to link the listing to the contact If desired click the icon in the Email column to e mail the listing to the client If desired click the icon in the Notes column to add notes or change the listing s category e g favorite or recommended on the contact web site Tolink a listing to a contact from the search details page AA o N e Click the Linked Contacts icon to open the linked contacts panel Select a contact from the contact list Click the Link button to link the listing to the contact If desired click the icon in the Email column to e mail the listing to the client If desired click the icon in the Notes column to add notes or change the listing s category e g favorite or recommended on the contact web site Unlinking Listings Tounlink a l

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