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Paragon 3 User Manual

1. 9 agesQGl WI 10 Ww S SIT Come fl f eoen 14 State MI e 35 Page DI 36 Cross Street 4 W5 37 DECHE CH 38 Cross Street 2 EW D 19 cross street 7 Gl SSS 40 orectons 44 Tex summericity ss 43 Tax Minerren A 4d Tax Homestead AI E 45 SchootdistictG 1 O 47 Monthly Assn Fee ss 43 List Agentii GI Master Fis 60 List Agent 2 Selects User 54 ee i O 82 caMl 53 af 54 Variable Rate Bb Lot Dimensions Gd ee 68 veer LotFronte 0344 49 87 crsusrertO 58 vare A The Listings Menu The input form is typically divided into multiple sections Some examples are General Rooms Features etc Required fields are indicated with an R beside the field name Fields required to partially save the listing are indicated with a P beside the field name The actual layout of the input form is determined by the MLS 2 Enter required information where indicated 3 Enter additional information as necessary If no fields appear in a particular section click the Open link to display the fields 4 Click the Save link at the top of the input form to save the listing information e Click the Partial Save link to partially save the listing information Note Partially saved listings must be completed and saved within 90 days or the listing information will need to be entered Click the Reset link to clear t
2. SECONDARY CRITERIA open all open 6 ADVANCED CRITERIA open all open Ka Add search parameters to the Primary Criteria section 3 If necessary add search parameters to the Secondary and Advanced Criteria sections 4 Click Count to display the number of listings that will be returned when the search is completed If this number is too small or too large adjust the search parameters and click Count again Repeat until the desired number of listings is returned 5 Click Search to display the listings in the default view for that property class Spreadsheet To get all listings in a search To enhance system performance for searches that return a large number of listings Paragon initially displays a limited number of listings Use the Get All button to display all listings A Next 100 button is also available Use it to retrieve 100 listings at a time 03 11 19 The Search Menu 1 Click Get All located below the Views Reports button to retrieve all search results El Views Reports Deet Paragon displays a progress bar and a Stop button while retrieving all listings gt Next 100 Stop Please wait while your request is being processed You may click stop at any time and return to the spreadsheet view 42 31 Ef Note Click Stop at any time to save the progress and return to the listing view Paragon displays the additional listings in the selected view To conduct a property lookup 1
3. Click Search and select the appropriate property lookup from the drop down menu RB search Contacts cu E Listings M Tax Address MLS Number Listings by Tax ID The property lookup form is displayed 03 11 19 Paragon 3 User Manual PRIMARY CRITERIA mse Address O x El Listings by Tax D tt iti sSCS eg E Geen Class IR Ka open status Daer SECONDARY CRITERIA Cool Area DA open ListPrice Low ooo mal ooo listagenttt D ope Ust teel A Sale Agent G oe Sale Office Ir O OS Ka open Listing Date Begi End P Sold Date Bei H Endl P Status Date Beg H Ef The property lookup screen changes according to the lookup chosen For example Address lookup MLS Number lookup and Tax ID lookup use the same search form However entering information into one of these fields will disable the other fields in the Primary Criteria section Add search parameters to the Primary Criteria section If necessary add search parameters to the Secondary Criteria section There is no Advanced Criteria section on the lookup form 4 Click Count to display the number of listings that will be returned when the search is completed If this number is too small or too large adjust the search parameters and click Count again Repeat until the desired number of listings is returned 5 Click Search to display the default listing view for that property class D 03 11 19 The Search Menu
4. Close to save the changes and close the popup window Repeat steps 3 5 to customize additional Multi Up Views To customize CMA Views 1 Click Preferences gt Views Reports to display the Views Preferences screen 2 Click the CMA tab be 03 11 19 The Preferences Menu CMA Quick View CMA Summary CMA Spreadsheet Subject Pro w The CMA tab is divided into 2 columns View Name and Owner indicator All CMA Views are listed in the View Name column Only the owner of a CMA View may customize it and the owner of the detail is indicated in the Owner column 3 Click on the name of the CMA View to customize Paragon displays the field preferences popup window Available fields appear in the left column and selected fields appear in the right column 4 Select the property class from the drop down menu 5 Highlight the fields in the left column to be added to the CMA View 6 Click Add to place the highlighted fields in the right column 7 Click the Save amp Close button to close the Field Preferences window Repeat steps 3 7 to customize additional CMA Views To customize Specialty Views 1 Click Preferences gt Views Reports to display the Views Preferences screen 2 Click the Specialty Views tab Custom Detail 1 Tours Open Houses 03 11 19 Wi Paragon 3 User Manual The Specialty Views tab displays the View Name 3 Click on the name of the Specialty View to customize Paragon displays the field
5. To conduct a Tour Open House search 1 Click Search gt Tours Open Houses to display the tour and open house search form E Search E Contacts E cma ge Tours Open Houses Property History Firm Inventory Address Archive View Saved Property Searches View Favorites The search form is divided into two sections Tours Open House search and additional criteria Search criteria for the Tour Open House section is limited to a date range and status The additional criteria section is limited to property class area listing office and price 11 03 11 19 Paragon 3 User Manual Load Saved Search Load Last Search Reset Search Save Search Beginfiv22003 pa End 10 9 2003 oe Open House Tour Thumb 3 Date Range Or Days Forward TourOpen House Status r o E open W O Open Houses MR T Tours Tour Open House Groupe open F 10 Nate Mi o Maui ADDITIONAL CRITERLA close al close f i Enter the event date in the Date Range field Use the calendar to enter the beginning date and ending date or enter the number of days forward in the appropriate field 4 Select the event type in the Tour Open House Status field The default is both tours and open houses but this can be changed if needed 5 If necessary add search parameters to the additional criteria section 6 Click Count to display the number of listings that will be returned when the search is completed Open House Tour Thumb sl If thi
6. To remove listings from a favorites list 1 Click Search gt View Favorites to display all favorite lists 2 Click the name of the list to modify Manage Favonte List Close Sample Contact s Favorite List MLS Class Statues Addres s Price ACT 16054 HOLA 104 900 REMAX PROPERTIES ACT 16455 TERRACE VILLAGE DR 112 500 MCKINLEY PROPERTIES ACT aoe FORT 104 200 CENTURY 21 AMERPORNTE Kack H ACT 1365 HARBOR 2105 200 CENTURY 21 4 1 A 241074 Lo ACT 1315 HARBOUR 108 500 ASSSTZ SELL BUYER amp SELLER d 241381 RS ACT 1555 HARBOUR 114 500 PRUDENTICL LANDMARK PROPER 241395 HS ACT 27189 WINCHESTER 119 000 ISLAND REALTY 241416 RS ACT 221d WINCHESTER oli OH CENTURY 21 4 1 ACT 20 CHESTNUT 114 900 REALESTATE ONE TRENTON ACT 27148 WINCHESTER 113 000 CAROL BOLLO AND ASSOCIATES ACT 26344 BROOKFELD 3107 200 REMAX WASTERS NC ACT 2 02d WINCHESTER 2109 200 REAL ESTATE UNLIMITED NC ACT 23911 STILES 117 900 HELF U SELL OF DOWNRIVER ACT 1575 HARBOUR 105 500 CAROL BOLLO AND ASSOCIATES OLEO SOLE OE ELOLE ee L L 3 Select the checkbox beside the MLS s to remove 4 Click the Remove link to remove the MLS s 5 Click OK to close the window and return to the list To add notes to favorite listings 1 Click Search gt View Favorites to display all favorite lists 2 Click the name of the list to view 3 Click the Add Notes link beside the appropriate listing to display the Listing Note window e Listing No
7. CRITERIA SUMMARY Clear Criteria Agent Status Zei open Agent Type open Agent Name Name Match Eu P SCH Position Match Anywhere Match Beginning Office oS atest DS Active Only Inactive Only All Office City D open Office Name ADDITIONAL CRITERIA open Gi 2 Add search criteria to the Primary Criteria section 3 If necessary add criteria to the Secondary Criteria section 4 Click Search to display the search results The agent roster is sorted alphabetically by agent last name Agent name appears first followed by the office name Supplemental information such as office code agent status and phone numbers is provided as well Click the office name to view detailed office information Click on the agent name to view detailed agent information Click the Next link above the roster report to view the next page of information Click the Get All link to view all roster information 5 Click the Print link to print the agent roster ve 03 11 19 The Preferences Menu User Preferences The user preferences screen controls key program settings It uses a tabbed interface similar to CMA and contact manager The tabs are Application Home Search E mail E card and Quickstart To setup application preferences 1 Click Preferences gt User to display the User Preferences screen 2 Click the Application tab Search E mail Quickstart LOGO IMAGE Change Delete AGENT IMAGE Change Delete FID
8. Comparables tab to display a list of properties included in the presentation Add Listings Remove Listings Customize HL SS Bs Price Address City 236547 j j j 109 900 27028 WINCHESTEF Brownstown 2338300 tesi j 105 900 1575 HARBOUR Trenton 238906 j j j 109 900 12696 ELAINE Southgate g0 Residentia i 1 H Trenton 240509 j j 104 900 3329 FORT Trenton 241399 j j i 119 000 27189 WINCHESTEF Brownstown D 241416 tesidenti DI 117 900 271213 WINCHESTEF Brownstown 241685 j j 109 900 1335 HARBOR Trenton T 241928 Residentia 115 900 4661 LEISURE LANE Trenton 233046 dite E 68 70 W SAVANNA Detroit 241472 5121 LEMAY Detroit For a new CMA presentation the comparables list will typically be blank 6 Click the Add Listings link above the list of comparables to begin adding listings a 03 11 19 The CMA Menu CMA Listing Options Web Page Dialog Listing Source Options Listing Source Options CMA Property Search MLS Search Address Search Tax ID Search Favorites List Existing Temp Listing Subject Property Create New Temp The listing source options appear in a popup window The source options are property search MLS search address search favorites list or existing temporary listing i e subject property 7 Select the listing source and click the Select link Selecting any of the search options as the source displays the appropriate search form on the last tab Notice that the Search tab i
9. Oj hooo Ir E Dia zsm OOO O O O Us me Ir 13 a a aoooo o 4 Click the OK link at the top of the list to close the window and return to the maintenance screen The subject property number now appears in the Subject Property field Any pictures associated with the subject property appear below the Actions menu TEMP LISTING SUBJ PROPERTY INPUT AND MAINTENANCE Select Action Picture Administration ei Temp Listing Subj Property 11 kl _ lt lt a EH al Scroll through the pictures using the lt lt and gt gt buttons Move to the first or last picture using the lt and gt buttons lf the subject property has no pictures associated with it No Listing Pictures appears between the lt lt and gt gt buttons If pictures are associated with the subject property skip to step 6 5 Click Add to display a picture placeholder 6 The placeholder is a No Picture Available graphic S 03 11 19 The CMA Menu 7 Click Browse below the picture placeholder The Choose File dialog window appears Use this to find the listing image on the computer Choose file My Documents bg SC My Computer 8 Select the appropriate listing image from the computer 9 Verify that the name of the file appears in the File Name field 10 Click Open to replace the picture placeholder with the actual listing picture Repeat steps 5 10 to associate additional photos with the listing 11 Click Upload to save
10. additional home page links To remove home page links select the links to be removed from the list and click the Delete link Click OK to confirm deletion To update link information select only one link from the list and click the Modify link Make any necessary changes and click Apply Use the Print link to print a list of home page links To setup search preferences 1 Click Preferences gt User to display the User Preferences screen 2 Click the Search tab SS 03 11 19 The Preferences Menu Application Quickstart SEARCH OPTIONS SEARCH RESULTS OPTIONS Save kg Load Default Search Criteria Sold DOM Calculation Pret Use Closing Date e Re enable Search Warning Messages Show Search Results as Spreadsheet C Show phone number with agent name Preferred Agent phone to show Work 913 693 0000 e Use General Disclaimer Full e m Show Field Numbers On All Fields Detail View Use the Search tab to control program settings relating to searching and viewing search results Search Options 1 Check the box labeled Load Default Search Criteria to load the default search criteria whenever a search is conducted 2 Click the Re enable Search Warning Messages link to turn all search warning messages on 3 Click the Save link to save the changes Search Results 1 If available select the Days on Market DOM calculation preferences from the drop down menu Select either Use Closing Date or Use Contract Date Select the
11. all photos with the listing 03 11 19 2 Paragon 3 User Manual CMA Search CMA searches are conducted just like a general property searches The major difference is that CMA searches use the CMA view as the default view rather than a general MLS defined listing view To conduct a CMA search 1 Click CMA gt Search and select the appropriate property class from the flyout menu W cma B Listings MM Tax Financials eine Create New CMA Presentation View Saved CMA Presentations PRIMARY CRITERIA Status ACT NEW BOM EXT PRC CTG C72 CPI EN open ol BM ope ListPrice Low 100 Jm mal up Jon EE SE HalfBaths Minf Max sid M ListPrice 100 000 110 000 FullBaths ul Max K Type ACT NEW POH ET ERC List Office open BEE CTG C72 CPI Bedrooms Mn wel sd Basement YN open Est Square Ft Minf Max SECONDARY CRITERIA open all open Fi ADVANCED CRITERIA open all open D i The search form is divided into three sections Primary Criteria Secondary Criteria and Advanced Criteria The search form can be customized by adding or removing fields 2 Add search parameters to the Primary Criteria section 3 If necessary add search parameters to the Secondary and Advanced Criteria sections 4 Click Count to display the number of listings that will be returned when the search is completed an 03 11 19 The CMA Menu If this number is too small or too large adjust the search par
12. and a Views Reports button Use the hyperlinks to perform the selected action on the search results Use the Views Reports button to change listing views Class RS AND Status ACT NEW BOM EXT PRC CTG C72 CPI SLD PND AND Type SFR AND of Next 100 3 Click Views Reports to display a drop down menu E Views Reports 4 Choose an appropriate view from the flyout menus Paragon MLS includes a number of standard views as well as custom views created by users MLS staff etc Each menu group displays a flyout menu when selected The flyout menus change as views are added or removed to Paragon Spreadsheets Spreadsheets are grouped in a specific category on the Views Reports menu Multiple spreadsheet views may be created and managed for both individual and client use Spreadsheet Views include Summary One Line Firm Inventory and all MLS and User created Spreadsheets He 03 11 19 The Search Menu Spreadsheets Detail Views Detail views are grouped together on the Views Reports menu Detail views may be created or customized for individual and client use Detail Views include Custom Details and Brochures Detail Views Multi up Views Multi up views display multiple listings on a sheet Multi up views may be created and customized for both agent and client use Multi up Views include views such as Thumbnail or Photo Gallery views 17 03 11 19 Paragon 3 User Manual CMA Views CMA Views are designed
13. default results view from the Show Search Results As drop down menu If necessary select the box labeled Show Field Numbers on Full Detail View If necessary select the box labeled Show Phone Number with Agent Name Select which phone number to show Select which disclaimer to use on brochures reports etc from the drop down menu The menu choices are none full or short oa SS ee eS LP Click the Save link to save the changes To setup e mail preferences 1 Click Preferences gt User to display the User Preferences screen 2 Click the E mail tab 03 11 19 SS Paragon 3 User Manual BLIND COPY BEHAVIOR Auto fill Bec with User E mail Address DEFAULT CONTENT FOR AUTO NOTIFICATION TO SmBXMlOo Besa f gt AN Normal Verdana fa H ZU x tere is your email on listings and more Use the E mail tab to control program settings relating to sending and creating automatic e mail notifications Blind Copy Behavior 1 Select the checkbox beside Autofill Bcc with User E mail Address to send a copy of all automatic notifications to the users email address Default Content for Auto notification Use the Text Editor and formatting tools to create an automatic notification template that can be modified for each recipient Insert tables lines pictures etc to create a visually pleasing email message To setup e card preferences 1 Click Preferences gt User to display the User Preferences screen 2 Clic
14. financial tools is a good faith estimating tool Good faith estimates can be created for both buyers and sellers To create a buyer good faith estimate 1 Click Financials gt Buyer Good Faith to display the good faith estimate calculator The good faith estimate calculator compiles information into an easy to read report The following information is necessary to generate the report customer information income long term debt loan payments additional payments closing costs prepaid expenses and credits BUYER S GOOD FAITH ESTIMATE Customer Income L Term Debt Loan Pmis Add Pmts Cleng Costs Prepaid Exp Credits Cent Name Down Payment Address s Est Closing Costs ol S Prepaid Expenses state AK zl zipcode Total Credits Monthly Annual Total Due At Closing Total Income 0 Total LTD 0 Enter all necessary customer information Click the Income link below the main menu bar to enter income information Click the L Term Debt link to enter long term debt information Click the Loan Pmts link to calculate loan information Click the Add Pmts link to enter additional payment information Click the Closing Costs link to enter closing costs Click the Prepaid Expenses link to enter any prepaid expenses Click the Credits link to enter any credits T Pot So eS SS d 0 Click the Report link near the bottom of the good faith estimate screen to generate the report The buyer good fa
15. preferences popup window Available fields appear in the left column and selected fields appear in the right column 4 Select the property class from the drop down menu 5 Highlight the fields in the left column to be added to the Specialty View 6 Click Add to place the highlighted fields in the right column 7 Click the Save amp Close button to close the Field Preferences window Repeat steps 3 7 to customize additional Specialty Views To customize Legacy Views 1 Click Preferences gt Views Reports to display the Views Preferences screen 2 Click the Legacy Views tab Spreadsheets Details Specialty Views View Name Thumbnail 6 Per Page Custom Detail 2 Large Photo Brochure Main Interior Brochure Full Feature Brochure Custom Brochure 1 Custom Brochure 2 The Legacy Views tab displays the View Name 3 Click on the name of the Specialty View to customize Paragon displays the field preferences popup window Available fields appear in the left column and selected fields appear in the right column 4 Select the property class from the drop down menu 5 Highlight the fields in the left column to be added to the Legacy View 6 Click Add to place the highlighted fields in the right column 7 Click the Save amp Close button to close the Field Preferences window Repeat steps 3 7 to customize additional Legacy Views bs 03 11 19 Additional Paragon Features Paragon Market Monitor The Paragon Mark
16. screen 2 Click the Multi Ups tab Spreadsheets Details Multi Upes CM Specialty Views Legacy Views View Name Emailable Favorite Owner 6 Per Page Ki N MLS Thumbnail h H MLS The Multi ups tab is divided into 4 columns View Name Emailable indicator Favorite indicator and Owner indicator All Detail Views are listed in the View Name column Detail Views that can be emailed are indicated by a Y in the Emailable column Favorite Detail Views appear at the bottom of the Views Reports menu Favorite Views are indicated by a Y in the Favorite column Only the owner of a Detail View may customize it and the owner of the detail is indicated in the Owner column 3 Click on the name of the Multi Up View to customize The listing class is displayed a drop down menu in the upper left corner of the window White sections are customizable by double clicking on that section Gray sections are not customizable 4 Double click in any white section to customize the information in that field To change text information captions labels etc highlight the text in the box and enter the new text If a section containing listing information is selected Paragon displays the field preferences popup window Add or remove fields as necessary e To undo changes that were made click Restore Defaults to go back to the MLS default settings e Preview the changes by clicking the Preview radio button in the upper right corner 5 Click Save amp
17. subject property Two other links appear above the input form Reset and Required Only Click the Reset link to clear the input form and start over Click Required Only to display only the required fields After a subject property has been created it can be modified at any time Editing functions are available directly from the main CMA menu Use the shortcuts to change specific information To modify a subject property 1 Click CMA gt Subject Property gt Modify gt Maintain Subject Property to display the subject property maintenance screen 4 03 11 19 j Paragon 3 User Manual EJ search oe xc MA e Listings kg Tax EJ Financials 4 Reports L Preferences Lil Admin FF Help TEMP LISTING SUBJ PROPERTY INPUT AND MAINTENANCE Temp ListingfSubj Property Browse Select Action Maintain el Temp Listing Subj Property Please enter a MLS number in the field provided OR Click Browse to find a listing Maintain The subject property maintenance screen displays a field labeled Subject Property beside an Actions drop down menu 2 Click Browse to load a popup window displaying the subject properties that can be maintained TEMPORARY SUBJECT PROPERTY LISTINGS OK Cancel __ Temporaryisu SystemPrice Address pots omg 125 main Ze zsm Ir EE e ne pow sos few E 3 Click the checkbox beside the subject property to maintain 4 Click the OK link at the top of the list to close the
18. to return to the list of e mail messages 03 11 19 Paragon 3 User Manual Reverse Prospecting Paragon MLS includes a traditional prospecting module It also includes a reverse prospecting tool which helps to match existing listings to prospective buyers To perform a reverse prospecting search 1 Click Contacts gt Reverse Prospecting to display the reverse prospecting screen Use the reverse prospecting screen to search other agents prospects to find a match for a listing An existing listing can be used or enter basic search criteria e To use an existing listing for the search enter the MLS in the MLS field e To enter basic search parameters selected the radio button labeled Own Search Parameters 2 Click Search to find prospects interested in the listing entered Paragon doesn t display the actual name of the prospect instead it displays the reverse prospect name provided by the agent associated with that prospect The agent s name is displayed as well a 03 11 19 The CMA Menu Subject Property Listing comparison isn t limited to just MLS listings FSBO and off market may be used in CMA presentations along with any MLS listing Use any listing for the subject property or create a temporary listing to use as the subject property To create a subject property 1 Click CMA gt Subject Property Temp Listings gt Add and select the appropriate property class from the flyout menu The subject property in
19. window and return to the maintenance screen The subject property number now appears in the Subject Property field i aintai Listing Subj KUER Temp Listing Subj Property bh Browse krimas a ees t Picture Administration Please enter a MLS number in the field provided OR Click Browse to find a listing 5 Click Maintain to display the subject property input form 03 11 19 The CMA Menu Change the information on the form as needed For more information see The CMA Menu Subject Property To cancel subject property maintenance click the Cancel link above the input form 6 Click the Save link above the input form to save any changes To delete a subject property 1 Click CMA gt Subject Property gt Modify gt Delete to display the subject property maintenance screen The subject property maintenance screen displays a field labeled Subject Property beside an Actions drop down menu eal Preferences Lil Admin d Help Search ren A CMA E Listings LIRE EJ Financials Pa Reports el Temp Listing Subj Property Please enter a MLS number in the field provided OR Click Browse to find a listing Maintain 2 Click Browse to load a popup window displaying the subject properties that can be deleted BEE is 100 125 main 3 Click the checkbox beside the subject property to delete 4 Click the OK link at the top of the list to close the window and return to the maintenance screen The subject
20. 02 To conduct an inventory search 1 Click Search gt Firm Inventory to display the firm inventory search form RB search contacts M cma The firm inventory search enables users to find their listings listings assigned to their firm or listings assigned to another agent within their firm 03 11 19 The Search Menu Note Searching another agents listing is only available to office managers or brokers Like other lookups the search parameters are limited However unique to the Firm Inventory search is the number of date ranges that can be added to the search criteria 2 Enter as much criteria as necessary 3 Click Count to display the number of listings that will be returned when the search is completed If this number is too small or too large adjust the search parameters and click Count again Repeat until the desired number of listings is returned 4 Click Search to display the default view for Firm Inventory searches 15 03 11 19 Paragon 3 User Manual Viewing Search Results After a property search is completed the search results can be viewed in a variety of single listing and multi listing views To change search results views 1 Complete a general property search or lookup For more information see Searching for Listings General Property Search 2 Click Search to display the default listing view for that property class Above the search results view is a row of hyperlinks
21. All removes all available views from the column Repeat steps 8 12 to select additional listing views 12 Click Preview to preview the selected listings Note To cancel the print process at any time click the Cancel button 13 Click Send to Printer to print the selected listings 2 03 11 19 The Search Menu Viewing Favorite Listings Paragon is able to track individual listings in the system Listings being tracked are added to a list favorite listings Uses of favorite listings include CMA preparation or tracking client interests Listings remain flagged as favorites until manually removed To view favorite listings 1 Click Search gt View Favorites to display all favorite listing groups aved Favorites My Active Listings 4 My Office s Active Listings 3 C My Favorite Lists GG Favorite Lists For My Contacts Days Back D Favorite List Name of Listings Changed Notify Date Created Date Modified List Notes Sam Spade s Favorite Listkasdf 43 Off 08 19 2003 09 04 2003 Add Notes P Select sl o o IT Sample Contact s Favorite List 21 09 29 2003 09 29 2003 Add Notes e Select x Note This information is also available by clicking Contacts gt View Favorites The favorites manager displays the name of the favorites list the of listings in that list listings that have changed date the list was created date it was modified any notes about the list and an action menu Each list of favori
22. ELITY HATIONAL INFORMATION SULUTIONS REALTOR SAVING EXPORT FILES Export Path C AWorkingFolders Browse LOGIN PASSWORD MAINTENANCE Save Password Clear Passwords M Autofill User Login ID on Login Screen Old Password New Password Verity New Password Add a company logo or agent image to brochures and listing details in the Images section Indicate where to save data i e Search Results on your computer in the Saving Files section Change the login password in the Login Password Maintenance section Agent Image and logo 1 Click Browse beside the Logo field to find your company logo 2 The Choose File dialog window appears Use this to find your company logo 03 11 19 S Paragon 3 User Manual Choose file fe MLS Documents Desktop My Documents rT I My Computer Select the appropriate logo Verify that the name of the file appears in the File Name field Click Open to replace the logo placeholder with the actual company logo Click Browse beside the Agent field to find your agent image p op e The Choose File dialog window appears Use this to find your agent image Choose file My Documents Ch St My Computer 8 Select the appropriate image 9 Verify that the name of the file appears in the File Name field 10 Click Open to replace the image placeholder with the actual agent image 11 Click the Save link in the upper right corner of the section to save the changes Sav
23. I board inis com Listing Notification 993130 TI jslaven fnis com test 10 29 2003 6 24 00 AM IT mdeangfnis com test 1282003 12 27 00 PM From Subject 2 Select the checkbox beside the message to view 3 The E mail message appears below the list of messages To forward sent e mail messages 1 Click Contacts gt View Sent Email to display sent e mails 2 Select the checkbox beside the message to forward 3 Click the Forward link to display the Paragon e mail composer 4 Enter the body of the E mail message Use the formatting tools to create bold text colored text italics etc in the email message Note If sending an attachment skip to step 7 5 Click Send to send the message 6 Click Attachments to display the add attachments window 7 Click Browse to find the file to be attached 8 Click Open on the Choose File dialog window When the Attachments windows displays again click Add Attachment Now io attach a copy of the selected file to the email 9 Click Done to close the window 10 Click Send to send the message S 03 11 19 The Paragon Contact Manager To delete sent e mail messages 1 oO ES Click Contacts gt View Sent Email to display sent e mails Filter by recipient using the alphabet at the top of the list If necessary click the More Criteria link to filter by subject or sent date Select the checkbox beside the messages to delete Click the Delete link to delete the message Click OK
24. L LENDING RATES XYZ Lender Last Updated 5 7 2003 8 50 00 PM CONTACTS Larnett TYPE OF LOAN INTEREST RATE TERM MAX LOAN VA 12 000 15 100000 whadda deal Conventional 12 500 15 200000 The Loan Comparison report can be printed saved or emailed Repeat steps 1 6 to compare additional lenders and loans To calculate loan amortization 1 Click Financials gt Loan Amortization to display the loan amortization calculator The amortization calculator is divided into three sections loan information payment information and miscellaneous loan data Three out of the four fields in the loan information section must be completed to calculate loan amortization All other information is optional FILL OUT THREE OF THE FOUR BLANKS Resolve PAYMENT OPTIONS Monthly Quarterly i Yearly 7 BALLOON MISC LOAN DATA igination Date 1142003 Ei Property Taxes yr Property Insurance r Miec Payments er Pymts sve mp Pag E ru Total Payment Mo 3 Select the Payment option monthly quarterly or yearly 4 Click By Payment to calculate loan amortization to by the selected payment option SS 03 11 19 The Financials Menu 5 Click By Year to calculate loan amortization by year The Loan Amortization report can be printed saved or emailed Repeat steps 1 5 to calculate additional loan amortization schedules 03 11 19 SS Paragon 3 User Manual Good Faith Estimates One of the Paragon
25. Paragon 3 User Manual 03 11 19 Table Of Contents The Paragon MLS System cccccccccseesseeeceeeeeeeeeesseceeeseueeseceeeeseeseeaseeeeeeeesaeuaeseceeeeessaaaeeeeeeeesaaas 1 Navigating Nroh Para On NEE 1 Eme EXPO d e e EN 3 WS Se eg ICI EE 7 Selen Te EE 7 VIEWIN Le Ren E EE 16 VIEWING Mellt Ee Te EE 27 Customizing LISINO ET 31 the Paragon Contact Manager acess ae eevee crests As T E NLE 33 Contact Manager SNOnCutS catered cele ee et eh eel awa ess 33 VIEWING Prospec ae gn E e NEE 37 OUD IING e Tt e 38 Viewing Sent Be UE 44 FACV CISC e eene DEE 46 TACOMA E 0 Meee er ee rm a rr er a 47 SUDJECERTODOTIY secu sac eee ca ee es Se te a Melo 47 CMA SCIC DEE 56 CMA Presentation EE Te E 60 TAS LISTINGS En EE 67 ESINI JODU morieris eine ae 67 HEEN Ee 70 hate lte Clea So E a E 81 LOCA leie WE E 81 GOOG Fant ES a 84 TAG RE DOMS IMC RE 87 IR es 2 REDONS aena 87 THe Prelerenees Mencerna a a a T 89 User breierences 89 CMA EE le 96 VieWS FEDOMS Ter 96 Additional dragon GE 103 Paragon Marker MONIO EE 103 THe FPFaragon ee EE 107 Beie tie e tee EE 110 MOC eein cece Sa bia aches E a atu seacate E toacdeoseeiesuceneaene eee 113 03 11 19 The Paragon MLS System Paragon MLS is the next generation of web based services designed by FNIS specifically for agents brokers and MLS administrators Paragon MLS is an amazingly flexible online system that uses the architecture of Microsoft NET to increase efficiency
26. Select Price Change from the Actions menu Select the MLS to change from the list Paragon displays the price field below the Actions menu 71 03 11 19 Paragon 3 User Manual E search Le Contacts LIST Listings input Maintenance RESIDENTIAL LISTING MAINTENANCE Listings My Listings sl MLS Filter MLS 999921 RS 999926 RS 999928 RS 999919 RS 999925 RS 999924 RS 999920 RS 999922 RS 999915 RS 999917 RS lt lt Prev OBS OLJ ORI ORR OR eh EE E Page 1 of 2 Street 123 eth Street 87th Street Elm Street 33 nowhere eth Street 110th Street GG inn Price Next gt gt 22 001 3 510 505 500 550 5985 5150 000 185 000 10 000 79 004 Click OK to save the change kd Tax S Financials w Reports Preferences Admin kl Help MLS 999921 Enter the new price into the Price field If necessary enter comments to appear on the Hotsheet report Click OK to return to the listing maintenance screen Repeat steps 1 7 to change additional listing prices To change a listing expiration date 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Expiration Date from the Actions menu 3 Select the MLS to change from the list Paragon displays the expiration date field below the Actions menu xpiration Date 4 Enter the expiration date into the field 5 Click OK to return to the listin
27. able reports and a section for editing the selected document 10 Select as many documents as necessary for the CMA presentation If necessary edit the information on the documents SubjiClient j Comparables FieldsiAdi setup Presentation j Listing Search Close PRESENTATION SETUP Generate Presentation gt PAGE SETUP Header Footer Disclaimer REPORT SETUP Move Up Move Down Reports Click a report row to modify the report Cover Page Cover Letter Agent Resume Company Info Subject Property Detail Comparable Report Horizontal able Report Vertical Summary of Adjustments CHA Summary Map Final Comments E E E E a GG F a1 A K 11 Click the View Full Screen link above the editing section to preview the selected document 12 Click the Generate Presentation link to compile and preview all documents in the CMA presentation 03 11 19 The CMA Menu Scroll through the documents to verify that all information is correct Paragon automatically formats the documents in the CMA presentation Page breaks are built in to ensure that the presentation will print correctly 13 Click the Print link above the document preview window to print the CMA presentation Save the CMA presentation at any time by clicking the Save button Click the Close button to close the CMA wizard and return to the main browser window To view saved CMA presentations 1 Click CMA gt View Saved CMA Presentati
28. ameters and click Count again Repeat until the desired number of listings is returned 5 Click Search to display the CMA listing view CMA searches may be saved just like property searches CMAs can be assigned to contacts prospects etc as well To save a CMA search 1 Click the Save Search link located above the CMA search form Paragon displays the Save CMA Search dialog window e Save Search Web Page Dialog Name your search Browse Make this your DEFAULT for CMA Residential searches How would you like to save this search e template WITH criteria values template WITHOUT criteria values 2 Enter a unique name for the search i e Client Name or Search Date 3 Select the appropriate CMA search attributes Search attributes are unique settings for each search A search can be set as the default search for that class A search can be saved with or without criteria values Saving with values saves the layout of the search form and parameters Saving without values only saves the layout of the form To run a saved CMA search 1 Click CMA gt View Saved CMA Property Searches to display a list of saved CMA searches 03 11 19 a Paragon 3 User Manual SAVED CMA PROPERTY SEARCHES Add New Delete Description Default CNA Residential Use MLS Select ad MLS Defined CMA Default Use MLS Seect H MA Multi Family Use MLS Select zs CMA Commercial Use MLS Seect sl CMA Va
29. and productivity State of the art navigation provides instant transportation to anywhere within the application Paragon users may tailor views searches and reports add or subtract field from the database personalize default menu options and instantly pull and combine a variety of customizable MLS listing data By leveraging FNIS technology real estate brokers agents transaction managers and MLS executives can seamlessly access FNIS services as well as those of other vendors and standardize their internal business practices to deliver premier customer service from contact to contract and contract to close Please visit the following links for more information about FNIS products and services FNIS Corporate Website http www fnis com FNIS Knowledge Base http www mlisknowledgebase fnis com fnisO1 FNIS Technical Support E mail address paragonhelop fnis com Contact your FNIS Account Representative for additional assistance Fidelity National Information Solutions 17300 W 119 St Olathe KS 66061 913 693 0000 htto www fnismlis com Paragon MLS and Paragon MLS Desktop are trademarks of FNIS Microsoft and Windows are either trademarks or registered trademarks of Microsoft Corporation in the United States and or other countries MLS is a trademark in Canada of the Canadian Real Estate Association All other trademarks registered trademarks service marks and trade names are the property of their respective owner
30. and used as needed To create a CMA presentation 1 Click CMA gt New CMA Presentation to display the CMA Builder The CMA Builder utilizes the same navigation system as the Contact Manager The builder displays the Subj Client section along with tabs to access other sections of the CMA Presentation The tabs are labeled Comparables Fields Adj Setup Presentation and Search The last tab is dynamic it changes according to selected actions 2 Complete the Subj Client section e CMA Presentation New Microsoft Internet Explorer Fields Adj Presentation P Required E fFPrimary SUBJECT PROPERTY Create New Select From List Remove L KA CLIENT Create New Select From List Remove E CMA PRESENTATION This Subj Client tab stores basic information such as presentation name client name and subject property The only information required is the name of the CMA Report Presentation 3 Click the Create New link in the Client Name section to assign the presentation to a new client The Add Contact builder appears in a popup window For more information see The Contacts Menu The Paragon Contact Manager Se CMA Presentation New Microsoft Internet Explorer ll x SubjiGlient Comparables j FieldsiAdj Presentation P Required D Primary Cy SUBJECT PROPERTY Create New Select From List Remove a a CLIENT Create New Select From List Remove d CMA PRESENTATION Click the Select from L
31. ary changes to the search form 4 Click the Save Search link at the top of the search form to save the search and overwrite the current CMA search You can save the search with a different name as well To delete a CMA search 1 Click CMA gt Saved Searches to display a list of saved CMA searches SAVED CMA PROPERTY SEARCHES Add New Delete Class Description Default Residential CMA Residential Use MLS P select sl Residential MLS Defined CMA Default Use MLS P Select sl T Mult Family CMA Multi Famih Use MLS P Select sl T Commercial CMA Commercial Use MLS E Select Vacant Land CMA Vacant Land Use MLS Click the checkbox before the name of the appropriate search Click the Delete link above the list of saved CMA searches to display a dialog window Microsoft Internet Explorer x CP dik OK to delete this record from the Database ox Geet 4 Click OK to confirm deletion of the CMA search Paragon refreshes the list of searches and removes the deleted search Repeat the steps above to edit additional CMA searches 03 11 19 Si Paragon 3 User Manual CMA Presentation Builder The CMA presentation displays selected listing and supplemental information in an attractive easy to read format Included are supporting graphs and reports A presentation wizard aids in the creation of CMA presentations which may be easily emailed or printed CMA presentations can also be saved
32. ary customize sort and filter the search results 4 To print the displayed view click the link To print the displayed view in addition to supplemental documents skip to step 7 The Print Dialog window for the printer is displayed 03 11 19 The Search Menu Ce al Selection E Current Page IY Collate 5 Click the Print button to send the selected listings to the printer 6 Click the link to display the Print window The Print window displays many of the same choices as the Email Selection window 2 03 11 19 j Paragon 3 User Manual y Paragon Print Dialog Web Page Dialog PRINT DETAILS Print Selection Spreadsheet lt REMOVE ES Additional Detail Print Items Listing History I Keep Page Driving Directions Footers W Display Photos Headers Search Criteria Send to Printer Preview Close 7 Select the number of listings to print The choices to print are the selected listings all listings or the current listing The number of selected listings appears in parentheses beside the selected listings choice Current listing will always be the last selected listing 8 Limit the views displayed in the left column by selecting the type of view from the Views menu Note To select multiple views hold down the CTRL key while clicking 9 Click Add to add selected views to the right column 10 Click Remove to remove selected views from the right column Clicking Remove
33. cant Land Use MLS Select The list of CMA searches is sorted by property class It also displays the name of the search description and default status Yes No or Use MLS Saved CMA searches are displayed in a spreadsheet format At the end of every row is an actions menu 2 Click the checkbox before the name of the appropriate CMA search 3 Select Load from the actions menu to display the CMA search form 4 Click Count to display the number of listings that will be returned when the search is completed If this number is too small or too large adjust the search parameters and click Count again Repeat until the desired number of listings is returned 5 Click Search to display the CMA listing view To edit a CMA search 1 Click CMA gt Saved Searches to display a list of saved CMA searches SAVED CMA PROPERTY SEARCHES Add New Delete Description Default CMA Residential Use MLS MLS Defined CMA Default Use MLS Use MLS CMA Commercial Use MLS CMA Vacant Land Use MLS ue 03 11 19 The CMA Menu The list of CMA searches is sorted by property class It also displays the name of the search description and default status Yes No or Use MLS Saved CMA searches are displayed in a spreadsheet format At the end of every row is an actions menu 2 Click the checkbox before the name of the appropriate search 3 Select Load from the actions menu to display the CMA search form Make any necess
34. ce Change 0 y Listings Sold D My Sales Hew D My Pending Hot List D New Number of Clients with New Matches Price Changes on Saved Searches Price Changes on Favorites CALENDAR coms Sen Select the appropriate period of time 24 hours 3 days or 7 days in the Market Monitor In the Number of Clients With section click on the prospecting information to view New Matches Price Changes on Saved Searches or Price Changes on Favorites Clicking on the entries in the Number of Clients With section displays the Contact Manager and from here users may perform typical Contact Manager tasks 106 03 11 19 Additional Paragon Features The Paragon Calendar The Paragon Calendar keeps track of appointments holidays birthdays etc It is conveniently located on the MLS Home Page allowing users to easily update the calendar with important events To add information to the calendar The Paragon Calendar is located below the Market Monitor By default the calendar is not displayed 1 Click Open located beside Calendar to display the Paragon Calendar FIND A LISTING MARKET MONITOR CALENDAR N E Ce Di gg November 2003 Sun Mon Tue Wed Thu Fri The calendar is displayed in month view The current day is highlighted in red 2 Click the date that needs event information added to it The calendar view switches from a full month to just the selected date 107 03 11 19 Paragon 3 User Manual xe Wednesda
35. deennsserinaneecs 46 VIS WAG WE 17 VIEWING WE 28 VIGWING orea a omen mebaaidiends 39 MIG WING WEE 46 113 03 11 19
36. ed Fields required to convert the listing from a subject property to an actual listing are marked with a C To cancel subject property maintenance click the Cancel link above the input form For more information see The CMA Menu Subject Property 6 Enter the appropriate information in all fields marked with a C 7 Click the Convert link above the input form to convert the subject property to an MLS listing To maintain subject property photos 1 Click CMA gt Subject Property gt Modify gt Picture Admin to display the subject property maintenance screen The subject property maintenance screen displays a field labeled Subject Property beside an Actions drop down menu Sp Home Q Messages E Search EJ Financials Pa Reports eal Preferences Lil Admin P Help TEMP LISTING SUBJ PROPERTY INPUT AND MAINTENANCE Temp Listing Subj Property Browse Select Action Maintain el Temp Listing Subj Property Please enter a MLS number in the field provided OR Click Browse to find a listing Maintain 2 Click Browse to load a popup window displaying the subject properties that can be modified 3 Click the checkbox beside the subject property to modified 03 11 19 53 Paragon 3 User Manual TEMPORARY SUBJECT PROPERTY LISTINGS OK Cancel __ TemporaryiSu _SystemPrice Address 15 too000 zs main 2 Ole oe o m p ee sde pawo y Sin Dom Ei E a toooo0 Z J SDUm Jawo y E a 120000 OOOO O OO
37. eplace the picture placeholder with the actual listing picture Repeat steps 5 8 to associate additional photos with the listing 9 Click Upload to associate all photos with the listing 7 03 11 19 Paragon 3 User Manual Repeat steps 1 9 to change pictures for additional listings SS 03 11 19 The Financials Menu Local Lending Rates Paragon can be used to compare the rates of various lenders within the MLS market When this information is used with the financial calculators it is easy to communicate accurate financial information to clients To compare local lending rates 1 Click Financials gt Local Rates to display the lender selection screen Paragon displays two tables the lender selection table and the loan selection table Each table contains two columns available items and selected items Use the Add Add All Remove and Remove All buttons to move items from the left column to the right column LOCAL LENDING RATES PLEASE SELECT A LENDER Selected Lenders FNIS AYZ Lender Add gt Add AlF gt lt Remove lt lt Remove All PLEASE SELECT A LOAN TYPE Select Lender s from the Available Lenders column Click Add to add selected lenders to the selected lenders column Select Loan Type s from the Available Loan Types column Click Add to add selected loan types to the selected types column oe e a Click Continue to display the loan comparison report 03 11 19 r Paragon 3 User Manual LOCA
38. et Monitor is a powerful market tracking and prospecting tool The Market Monitor tracks The Market Monitor is divided into three sections MLS Market My Market and Prospects The MLS Market section tracks the status of all listings in the selected market area The My Market section tracks the status of users listings in the selected market area The Prospects section tracks users prospecting activities The Market Monitor tracks listings over a period of time Users may select from three different time periods 24 hours 3 days or 7 days The default period is 24 hours Changing the time period refreshes the Market Monitor and the information is updated accordingly The MLS Market Monitor tracks listing activity across the MLS Market area Users may track listings in all market areas or track only selected areas The MLS Market Monitor tracks the following listing statuses e Expired Listings that have expired within the selected time period e Price Change Listings that have changed in price within the selected time period e Gold Listings that have sold within the selected time period e New Listings that have been added to the MLS within the selected time period e Hot List Listings that appear on the Hot List for the selected time period The My Market Monitor tracks the following listing statuses e Expire Alert All of a user s listings that will expire within the selected period of time e My Listings All of a user s li
39. ever it is customizable so that only necessary program functions are displayed on the Quickstart page 3 Select the checkbox beside Use Quickstart to display the Quickstart page instead of the standard MLS Home Page 4 Choose the section to customize from the Section Name drop down menu Available menu items appear in the column on the left selected items appear in the right column 5 Highlight the menu items to add to the section from the left column 6 Click Add to add the highlighted items to the right column Repeat steps 4 6 to customize additional Quickstart menus 7 Click Save to save the changes to the Quickstart menu 03 11 19 a Paragon 3 User Manual CMA Preferences The CMA Preferences section is used to customize Paragon CMA reports as well as subject property details Create custom details adjustment values and cover letters for use ina CMA Presentation To customize CMA Reports 1 Views Reports Preferences The Views Reports Preferences screen is used to customize almost any Paragon listing view It uses a tabbed interface similar to CMA and contact manager The tabs are Spreadsheets Details Multi ups CMA Specialty and Legacy To customize Spreadsheet Views 1 Click Preferences gt Views Reports to display the Views Preferences screen 2 Click the Spreadsheets tab Specialty Views Legacy Views View Name spreadsheet MLS Defined Spreadsheet 100 MLS Defined Spreadsheet 3 MLS Defined S
40. ews drop down menu 2 Select the view from the flyout menu 3 Use the checkbox F to select all listings that need to be isolated for viewing emailing printing etc show Checked link Only the selected listings are displayed Listings that were not selected have been hidden ink 4 With the appropriate listings selected click the from view To view the hidden listings again click the To sort Spreadsheet Views 1 Click Views Reports to display the views drop down menu 2 Select the Spreadsheet View from the Spreadsheets flyout menu 3 Click on any column name to sort the data from smallest to largest A to Z Click again to sort from largest to smallest Z to A 2 03 11 19 The Search Menu BEE TEEI This method only sorts by one column at a time The spreadsheet can be sorted column by column or by up to three columns at once 4 Click the Sort link to display the sort window e Sort Criteria Selection Web Page Dialog E Ascending fe Descending Select a column e fe Ascending E Descending Then by fe Ascending Select a column sl e Descending The sort window is divided into three sections labeled Sort by Then by and Then by Each section contains radio buttons for ascending and descending 2 6 Select the first column from the drop down menu in the section labeled Sort by Use the radio buttons to select ascending low to high or descending high to low The defau
41. field beside the Browse button 6 Click Upload to copy the document to Paragon Click Cancel to cancel the changes To delete a document select the document from the list below the Comments field and click Delete Repeat steps 1 6 to change additional listing documents To change listing pictures 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Picture Administration from the Actions menu 3 Select the MLS to change from the list de 03 11 19 The Listings Menu inistration el MLS 9999021 Images 1 to 1 of 1 gt gt gt Add Fhoto Upload Photo Any pictures associated with the subject property appear below the Actions menu Scroll through the pictures using the lt lt and gt gt buttons Move to the first or last picture using the lt and gt buttons If the listing has no pictures associated with it No Listing Pictures appears between the lt lt and gt gt buttons If pictures are associated with the listing skip to step 6 4 Click Add to display a picture placeholder The placeholder is a No Picture Available graphic 5 Click Browse below the picture placeholder The Choose File dialog window appears Use this to find the listing image on the computer Choose file Ei Xx 6 Select the appropriate listing image from the computer 7 Verify that the name of the file appears in the File Name field 8 Click Open to r
42. for use in CMA Presentations CMA views are customizable and may be used by the agent or their clients CMA Views include CMA Summary and CMA Spreadsheet Specialty Views Specialty Views display specialized information about a listing These views offer limited customization and may be used by agents and clients Specialty Views include the All Fields Excel Associated Docs Tax Map Property History Report and Hotsheet History Detail views k 03 11 19 The Search Menu Statistical Reports Statistical Reports display statistical information for the listings returned in the search Statistical report also offer limited customization Statistical Reports include Current Market Market Summary Sold Market and Sold Price Reports Statistical Reports Exports Export Views enable search results to be used in other applications outside of Paragon MLS Export views may be customized and used by agents Export Views include Pocket Real Estate Comma Delimited Spreadsheet and Custom Export Views 03 11 19 P Paragon 3 User Manual A general property search typically returns more listings than what is appropriate for showing tracking comparing etc Filtering is a common practice that reduces the number of listings in a search Paragon allows unlimited filtering of listings Spreadsheet Views may also be sorted to aid in comparing viewing tracking etc To filter search results 1 Click Views Reports to display the vi
43. g maintenance screen Repeat steps 1 5 to change additional expiration dates To change a listing area 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Area from the Actions menu 3 Select the MLS to change from the list Paragon displays a list of areas below the Actions menu 72 03 11 19 The Listings Menu Areas Other Show All Fil Search By An sist 25 BM aslcolerFGHIJKLMNOFQRSTUVWxYZ Area Name AreaCode Major Area Primary Area Other Other 4 Select the appropriate area from the list 5 Click OK to return to the listing maintenance screen Repeat steps 1 5 to change additional listing areas To change listing remarks 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Remarks from the Actions menu 3 Select the MLS to change from the list Paragon displays remarks and addendum below the Actions menu Consumer Remarks 4 Make any necessary changes to the remarks and or addendum 03 11 19 G Paragon 3 User Manual 5 Click OK to return to the listing maintenance screen Repeat steps 1 5 to change remarks for additional listings To change virtual tour information 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Virtual Tour from the Actions menu 3 Select the MLS to change from the list Paragon display
44. he Market Monitor Areas section Change the home page links in the Links section Links to important website can be added to Paragon MLS and accessed as needed The market monitor tracks market activity in designated areas You can change the areas monitored at any time 03 11 19 S Paragon 3 User Manual Market Monitor Areas Select the areas to be added to the market monitor from the column on the left Click the Add button in the center to add the selected areas to the column on the right Select the areas to be removed from the column on the right Click the Remove button in the center to remove the selected areas from the market monitor Click the Save link to save the changes Home Page Links 1 Click the Add link in the upper right corner of the section to display the link management popup window E Link Management Microsoft Internet Explorer Link http M Same Link Name Link Name Iron Choose Type User Link Prewiew Enter the website address in the Link field 3 Check the Same Link Name box if you want the name of the link to be the same as the address d If necessary enter the link name in the Link Name field Links are categorized as agent office or MLS Brokers or office managers can create office links Only MLS administrators can create MLS links 5 Verify that the link information is correct in the Link Preview field 6 Click Apply to save the changes Repeat the above steps to save
45. he listing information and start over Click the Required Only link to display only the required fields 03 11 19 ve Paragon 3 User Manual Listing Maintenance Enter some text here To maintain an existing listing Common maintenance functions can be found on the Listings menu Use the shortcuts to quickly modify listing information without using the complete listing input form 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen The listing maintenance screen displays information similar to the subject property maintenance Listings that can be maintained are displayed in a list below a drop down menu named Listings An Actions menu is located beside the listings Sp Home EJ search Home LISTING MAINTENANCE a Messages La Contacts cma Ri Listings Listings My Listings sl MLS Filter MLS 999921 RS 999926 RS 999926 RS 999919 RS 999925 RS 999924 RS 999970 RS 999022 RS 999915 RS 999917 RS 5 e o A e r Page 1 of 2 Street Price 123 22 001 eth Street 3 87th Street 510 505 Elm Street 500 550 33 33 000 nowhere 905 87th Street 110th Street GG inn Next gt E MLS Does J T Tax Financials 4 Reports L Preferences Admin 2 Help Select Action Maintain Listing Please enter a MLS number in the field provided and click Filter OR Select a property from the listings o
46. ing The number of selected listings appears in parentheses beside the selected listings choice Current listing will always be the last selected listing 5 Select the method of sending the listing information from the E Mail Type section The typical method of sending listing information is a hyperlink Hyperlink offers the most view choices and is the easiest method of sending information The other listing methods limit the view choices 6 Select the listing view to send from the Detail section The views that are available to send depend on the view that is displayed as well as the method selected in step 5 7 Click OK to display the Compose Email window 03 11 19 Paragon 3 User Manual E Compose E mail Microsoft Internet Explorer Fie Eit View Favorites Tools Help COMPOSE E MAIL z A m wi Subject I HTML Format MELI xX MH o Beea 2 gt Normal Verdana Jh JB rn 8 Manually enter the E mail address of the recipient in the To field or click to insert a contact s E mail address into the field 9 Enter the body of the email message Use the formatting tools to create bold text colored text italics etc in the email message Send 10 Click to send the message To print listing information 1 Complete a general property search or lookup For more information see Searching for Listings General Property Search 2 Select the view to print from the Views Reports menu 3 If necess
47. ing Files 1 Click the Browse link to display a popup window Use this window to tell Paragon where to save any information that is exported Verify that the name of the folder appears in the File Name field me 03 11 19 The Preferences Menu 2 Click the Save link in the upper right corner of the section to save the changes Login Password maintenance Change your login password at any time in this section Save your last login ID by selecting the Save Last Login ID box LOGIN PASSWORD MAINTENANCE save Password Clear Passwords I Autofill User Login ID on Login Screen Password Enter the current password in the Old Password field Enter the new password in the New Password field Verify the new password by retyping it in the Verify New Password field 4 Click the Save link in the upper right corner of the section to save the changes If the incorrect new password is entered clear the passwords using the Clear Passwords link E e To setup home page preferences 1 Click Preferences gt User to display the User Preferences screen 2 Click the Home tab Quickstart LINKS HOME PAGE LINKS Add Modify Delete Print Link Link Name Link Type h ip Ahw ww fnis com FNIS Web Site b ip Ahw ww bah Com some link httpviwww yahoo com bp Hwr ww yahoo com b ip Aw ww yahoo com bp Aw ww yahoo com httpwww com stock com hip vw ww comstock com Change the Areas monitored by the market monitor in t
48. ion Open House Use this shortcut to add open house information to a listing Associated Documents Use this shortcut to add associated documents to listing information Picture Admin Use this shortcut to maintain listing pictures Change Map Geocode Use this shortcut to maintain a listing s geocode for mapping purposes Tour Listing Use this shortcut to add tour information to a listing To copy clone a listing de SS Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen Select the MLS to copy from the list Select Copy Clone Listing from the Actions menu Click Copy to display the listing input form Make any necessary changes and click the Save link above the input form to save the changes and return to the listing maintenance screen Repeat steps 1 5 to copy additional listings To load a partial listing St ai ES Ze Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen Select Load Partial from the Actions menu Select the MLS to load from the list Click Load Partial to display the listing input form Make any necessary changes and click the Save link above the search form to save the changes and return to the listing maintenance screen Repeat steps 1 5 to load additional partial listings To change a listing price 1 2 3 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen
49. ist link in the Client Name section to assign an existing client to the presentation S 03 11 19 The CMA Menu A list of contacts appears in a popup window For more information see The Contacts Menu The Paragon Contact Manager e Contact Manager Web Page Dialog CONTACT MANAGER Search Scan sl Sf DM a e c DEF GH Ak L u Nn o pja R s t u vjwxyz Name Public Name Address City State ip Contact Sample Contact e geg o ORF Click the Remove link in the Client Name section to remove a client from a presentation 4 Click the Create New link in the Subject Property section to create a new subject property for the presentation The subject property input form appears on screen Notice that the Subject Property tab is also highlighted This is simply a shortcut to that section Subj Client Fields Adj SUBJECT PROPERTY CLASS Click the Select from List link in the Subject Property section to assign an existing subject property to the presentation A list of subject properties appears in a popup window Select the subject property and click the Select link to close the window 03 11 19 S Paragon 3 User Manual CMA Temp Subject Property Listings Web Page Dialog xj TEMPORARY SUBJECT PROPERTY LISTINGS Select Cancel System Price 125000 BOR OBR ORB ORR 3 EG Click the Remove link in the Subject Property section to remove a subject property from a presentation 5 Click the
50. ith estimate displays in a popup window The report can be printed saved or emailed Repeat steps 1 10 to generate additional Buyer Good Faith Estimates To create a seller good faith estimate 1 Click Financials gt Seller Good Faith to display the good faith estimate calculator The good faith estimate calculator compiles information into an easy to read report The following information is necessary to generate the report customer information gross amount due and reductions in amount due S 03 11 19 The Financials Menu SELLER S GOOD FAITH ESTIMATE General Gross Amt Due Reductions in Amount Due CUSTOMER INFORMATION Enter all necessary customer information Click the Gross Amt Due link below the main menu bar to enter amount due information Click the Reductions in Amount Due link to enter reductions in amount due 5 Click the Report link near the bottom of the good faith estimate screen to generate the report The seller good faith estimate displays in a popup window The report can be printed saved or emailed Repeat steps 1 5 to generate additional Seller Good Faith Estimates 03 11 19 i The Reports Menu MLS Roster Reports The MLS roster reports serve as the user directory for the Paragon MLS system To view a member roster report 1 Click Reports gt Member Roster to display the member roster search form The member search form is divided into Primary and Secondary Criteria sections Membershi
51. k the E Card tab Application Search E CARD Save Delete IT Use E Card D mee xX Ml oco Bes O B gt Normal Verdana GIE HT Upload a Pre built E Card The E Card is similar to an e mail signature or electronic business card It can be included in any email message including automatic notifications Use E Card us 03 11 19 The Preferences Menu Select the checkbox beside Use E Card to include the E Card in all email messages Use the Text Editor and formatting tools to create the E Card that can be inserted into every e mail message Insert tables lines pictures etc to create a professional e mail signature Custom E Card Upload If a custom E Card has already been created that E Card may be used in Paragon Click the Browse button beside the Upload Custom E Card Page to find the custom E Card file must be an image or a web page Click the Upload Custom E Card Page button to upload the custom E Card document Repeat this process to upload custom E Card images To setup Quickstart preferences 1 Click Preferences gt User to display the User Preferences screen 2 Click the Quickstart tab Application Home Search E mail QUICKSTART Use Quickstart Section Name Search sl Commercial Hotsheet Search Firm Inventory Vacant Land The Quickstart page is an alternative to the MLS Home Page The Quickstart page does not display the Market Monitor Home Page Message or Home Page Links How
52. l i3lgieg Bedroom3 Len 13 t4 LEN 0 D Bedroom ley BRALEW 78 I Bedrooms wid BRAWID 79 Brian s Fiet Brian s 24 reng sd rhe Certifie stinn The listing class appears above the left column and the view being customized appears above the right column Each listing class can have its own customized view For example the spreadsheet view for the residential class can display different fields than the spreadsheet for the commercial class 4 Select the fields to add from the left column Note To select multiple fields hold down the CTRL key while clicking 5 Click Add to place the selected fields at the bottom of the right column 6 If necessary remove fields from the view by selecting those fields from the right column 03 11 19 g Paragon 3 User Manual Note To select multiple fields hold down the CTRL key while clicking 7 Click the Remove button located between the columns The order of fields on the layout can be controlled with the Move Up and Move Down buttons Move Up moves the selected fields up left and Move Down moves them down right 8 If necessary rearrange field order with the Move Up or Move Down buttons 9 Click the Save amp Close link to close the window and save the view layout Repeat steps 1 9 to customize additional Spreadsheet Views 2 03 11 19 The Paragon Contact Manager Contact Manager Shortcuts The action menu contains shortcuts to other con
53. l notifications section is the email history To view tasks using the action menu 1 Select the checkbox beside the name of the contact to view 2 Select View Tasks from the action menu W Contact Sample Contact Sample T Contact Sample 03 11 19 a Paragon 3 User Manual The Modify Contact window displays with the More Info tab in focus Tasks may be added and deleted as necessary SS 03 11 19 The Paragon Contact Manager Viewing Prospect Information Prospect information can be accessed directly from the Contact Manager menu Accessing prospects from the main menu pre tfilters the list of contacts to display just prospect information The action menu displays only prospect related commands as well To view only prospect information 1 Click Contacts gt View Prospect List to display a list of prospects Unlike the Modify Contact Prospect list this list is automatically displays prospect related information Because it is a list of prospects it displays slightly different information than the complete contact prospect list However this list can be filtered in much the same way This list displays the prospect name phone e mail status active or inactive matches new listings change listings that have changed in price favorites of tasks for each prospect the date the prospect was last modified and an action drop down menu If necessary filter by Status Type or Groups using the menus in the Filter b
54. lick Clear to clear the event form and enter new information Click Cancel to cancel the changes and return to the date view 3 03 11 19 i Paragon 3 User Manual Document Storage Paragon MLS enables users to securely store and manage important documents Users may also access documents that the MLS has made available Examples include seller s disclosure plat maps floor plans etc To upload and store documents 1 Click MLS Docs at the top of the MLS Home Page Documents in the Document Repository are stored in folders The Paragon Document Repository displays all folders that are available MAIN FOLDER E E Bulletin 04 09 03 Newsletter 2 Click on a folder name to display the contents of that folder MLS Documents are available to all users Documents that have been uploaded by users are only available to user that uploaded the document 3 Enter the name of the folder in the New Folder Name field 4 Enter a description of the folder in the Description field 5 Click Add Folder to add the empty folder to the Document Repository The new folder is displayed on the screen and two icons appear beside the folder name Delete and New 6 Click New beside the folder name to place a document in the folder The Upload New File screen is displayed stings Tax Ei Financials be Reports Document Repository gt BULLETIN UPLOAD NEW FILE 7 Click Browse to find the file to be uploaded The Choose File wind
55. loaded the document 2 Click on the folder that contains the document to be downloaded or viewed The documents in the folder are displayed on screen 3 Click on the name of the document to view Depending on the browser settings the document may open in another window or user may be prompted to save download or open the document 4 Click Save to save download a copy of the document to the computer 111 03 11 19 Paragon 3 User Manual 5 Click Open to open the document 112 03 11 19 Index C CMA Property Gearch 59 CMA Subject Property onaannnnnnannnnnaannnnn 49 Compare Local Lending Rates 85 Contact Manager Ghortcuts 35 Contacts EE 40 Eege 40 G Good Faith Estimates nnn000000annnn0naaa 88 Internet Explorer Settings cc cccseeeeees 3 L Listings Maintaining E 74 Wl Le 74 M Market Montor 109 MLS Document Storage cccccceeeeeees 116 N New Listing Input 71 P Paragon Calendar 113 Paragon CMA Preterences 101 Navigatmg 1 Paragon EE 1 Paragon Reports Preferences 101 Paragon User Preferences 0000n000000n 93 R Reports Menu ccccssscecessseeeceeseeeeseees 91 Reverse Prospecting cccccccccssseeeeseeees 48 S Search Results CGustomzimg 33 Search Hesuhte 33 V Viewing Favorite LIStingS ccccccsseseeeeseeeeens 28 Search Results asrnane 17 Sent E Mail dicasssnsddonsvensmmeguic
56. lt setting is ascending Repeat steps 5 and 6 for the two remaining sections Click OK to close the sort window and return to the spreadsheet 03 11 19 Paragon 3 User Manual The columns that have been selected for sorting have the numbers 1 2 and 3 respectively beside the column names i t a e e a foo feo foo eo eo BI To E mail listing information Listing information can be easily E mailed to a contact Every listing view including custom views can be sent in 3 different formats Those formats are Hyperlink Attachment or Insert into Body The table below describes the unique functions of each view Hyperlink Easiest to send and receive Smallest file size Dynamic information Attachment Most difficult to send and receive May be blocked by email system Static information Insert into Largest file size body Difficult to open Static information 1 Complete a general property search or lookup For more information see Searching for Listings General Property Search 2 Select the view to email from the Views Reports menu E Mail 3 Click the Note You must select at least one listing to email link to display the E mail Selection window a 03 11 19 The Search Menu Paragon E Mail Selection Spreadsheet Web Page Dialog E MAIL DETAILS 4 Select the number of listings to send The choices to send are the selected listings all listings or the current list
57. menu in the upper left corner of the window White sections are customizable by double clicking on that section Gray sections are not customizable ue 03 11 19 The Preferences Menu While section ie customizable by a double click E Costanaze Rea Dafa tts Sore A Cita 1 ResidentialF arm Claas Grey secon is not customizable O Preview Customizable Brochure Other Text D I Property Photo Exterior Photo Comments Mi Sa Status List Prce My Info Agent Mame MY Once Info Office Name My Office Info Phone Number NY Info Phone Number My Info E mail My Office Info Address 1 My Office Info Cily State Zip My Info Web Page Disclsi 4 Double click in any white section to customize the information in that field To change text information captions labels etc highlight the text in the box and enter the new text If a section containing listing information is selected Paragon displays the field preferences popup window Add or remove fields as necessary To undo changes that were made click Restore Defaults to go back to the MLS default settings 03 11 19 SS Paragon 3 User Manual e Preview the changes by clicking the Preview radio button in the upper right corner 5 Click Save amp Close to save the changes and close the popup window Repeat steps 3 7 to customize additional Detail Views To customize Multi Up Views 1 Click Preferences gt Views Reports to display the Views Preferences
58. n house If necessary select the event group to include the listing in Enter any necessary event comments Click Add and Paragon displays the open house information below the comments field et So e To change listing tour information 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Tour Listing from the Actions menu 3 Select the MLS to change from the list Paragon displays tour listing information below the Actions menu i 03 11 19 The Listings Menu NUMBER COMMENTS 30449 Greg C 30448 10 25 2003 greg test Enter the date of the listing tour in the Date field Enter a beginning and ending time for the listing tour If necessary select the event group to include the listing in Enter any necessary event comments Se eS ae Click Add and Paragon displays the listing tour information below the comments field To change associated documents information 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Associate Documents from the Actions menu 3 Select the MLS to change from the list Paragon displays associated documents below the Actions menu 03 11 19 es Paragon 3 User Manual FILE NAME 4 Click Browse to find the appropriate listing document Choose file Desktop GI My Documents e My Computer 5 Click Open to select the document The document location displays in the
59. n the left Maintain The listings are sorted into four groups agent s own listings office listings firm listings and other agent s listings Brokers or office managers may maintain listings for everyone in the office or firm Agents may only maintain their own listings Use the Listings drop down menu to select the appropriate group of listings Enter a specific MLS into the MLS field to avoid searching through a large number of listings Use the lt lt Prev and Next gt gt buttons to scroll through the group of listings 2 Select the MLS to maintain from the list 3 Select Maintain Listing from the Actions menu 4 Click the Maintain button to display the listing input form The complete listing input form is displayed with information in the appropriate fields 5 Make any necessary changes and click the Save link above the input form to save the changes and return to the listing maintenance screen Repeat steps 1 5 to maintain additional listings Maintenance Shortcuts e Copy Clone Listing Use this shortcut to copy listing information from one MLS to another 70 03 11 19 The Listings Menu Load Partial Listing Use this shortcut to load a Partial Listing Expiration Date Use this shortcut to change a listing s expiration date Area Use this shortcut to change a listing s area Remarks Use this shortcut to change any listing remarks Virtual Tour Use this shortcut to maintain virtual tour informat
60. nces P Help Create New CMA Presentation View Saved CMA Presentations System Consistency The menu structure is consistent throughout Paragon Additional elements may appear depending on your location in the system Paragon tracks your location with breadcrumbs These appear below the main navigation bar You can use the breadcrumbs in addition to your browser s forward and back buttons to navigate through the system arty Search Residential gt Search Results gt Agent Detail Buttons and hyperlinks that control windows typically appear in the upper right hand corner of the screen Hyperlinks associated with specific items appear beside the item If you unsure how a particular element functions rest your mouse over the item to display a tool tip dail Save Print Print Sort Customize Ad D O x Click this button to e mail this page OR select listing s you would like to e mail Save This Contact 03 11 19 The Paragon MLS System Internet Explorer Settings You must have Microsoft Internet Explorer 5 5 SP2 or higher We recommend upgrading to version 6 0 to take full advantage of the features it provides To determine the correct version of Internet Explorer 1 Double click the Internet Explorer icon on your desktop to launch the Internet Explorer web browser 2 Click Help gt About Internet Explorer from the Internet Explorer menu bar About Internet Explorer Abo
61. nd to send the message 6 Click Add to display the add attachments window 7 Click Browse to find the file to be attached 8 Click Open on the Choose File dialog window When the Attachments windows displays again click Add Attachment Now to attach a copy of the selected file to the email 9 Click Done to close the window 10 Click Send to send the message To view a contact summary using the action menu 1 Select the checkbox beside the name of the contact to view 2 Select View Contact Summary from the action menu 03 11 19 The Paragon Contact Manager J Contact Sample Contact Sample Contact Sample The Modify Contact window displays with the Summary tab in focus The summary can be printed and changes can be made if necessary To edit general information using the action menu 1 Select the checkbox beside the name of the contact to edit 2 Select Edit General Info from the action menu J Contact Sample Contact Sample Contact Sample The Modify Contact window displays with the General tab in focus Make any necessary changes 3 Click Save this Contact to save the changes To view sent email using the action menu 1 Select the checkbox beside the name of the contact to view 2 Select View Sent Email from the action menu WM Contact Sample Contact Sample Contact Sample The Modify Contact window displays with the Email Notifications tab in focus Below the emai
62. o add listings to a favorites list 1 Click Search gt View Favorites to display all favorite lists 2 Click the name of the list to modify Eh Web Page Dialog Manage Favonte List Sample Contacts Favorite List MLS Class Status Addres Price ACT 16054 HOLZ 104 500 REMAX PROPERTIES ACT 16455 TERRACE VILLAGE DR 112 500 HCHHLE NV PROPERTIES ACT 28 FORT 104 200 CENTURY 21 RIVERPONTE ACT 1365 HARBOR 105 200 CENTURY 21 4 1 A ACT 1315 HARBOUR 100 910 ASSET Z2 SELL BUYER amp SELLER ACT 1555 HARBOUR 114 900 PRUDENTIAL LANDMARK PROPER ACT 27109 WINCHESTER 119 000 ISLAND REALTY ACT 27213 WINCHESTER S117 200 CENTURY 21 A 1 ACT 20 CHESTNUT 114 90 REALESTATE ONE TRENTON ACT 271468 WINCHESTER 115 000 CAROL BOLLO AND ASSOCIATES ACT 20344 BROOKFELD 107 200 REMAX MASTERS NC ACT 2i028 WINCHESTER 108 200 REAL ESTATE UNLIMITED RL ACT 2411 STILES 117 900 HELP U SELL OF DOW NRIVER ACT 1575 HARBOUR 105 500 CAROL BOLLO AND ASSOCIATES 2906135 241074 241383 241500 2414168 ODO WOOD oOo BRRRRRARRERR GES 3 Click the Add Listings link to display the Add Listings window x E Add Specific Listing Web Page Dialog ADD SPECIFIC LISTING save And Close gt LISTING ID s 4 Enter the MLS s of the listings in the Listing ID s field Separate multiple MLS s with commas 5 Click the Save and Close link to save the listings and return to the list e 03 11 19 The Search Menu
63. ocation requires restart TT Check for signatures on downloaded programs TT Do not save encrypted pages to disk Empty Temporary Intemet Files folder when browser is closed Enable Integrated Windows Authentication requires s t H 03 11 19 The Search Menu Searching For Listings The search menu is the beginning point for all searches in Paragon MLS Whether beginning a new property lookup or loading a previously saved general search the search menu provides access to all search functions To conduct a general property search 1 Click Search gt Property and select the appropriate property class from the flyout menu E Search Contacts IO cma B Listings Property d Residential The general search screen is displayed The search form is divided into three sections Primary Criteria Secondary Criteria and Advanced Criteria The search form can be customized by adding or removing fields 03 11 19 Paragon 3 User Manual Load Saved Search Load Last Search Reset Search Save Search Customize Layout PRIMARY CRITERIA open all cose a Status ACT NEW BOM EXT PRC CTG C72 CPI oven oul G er List Price Low 109 Jong High 110 Jm CRITERIA SUMMARY Clear Criteria Half Baths Min Max M ListPrice 100 000 110 000 Full Baths MMin Max d Type SH Status ACT NEW BOM EXT PRC List Office E open ae CTG C72 CPl Bedrooms Min Max Basement YIN DO open Est Sguare Ft Min Max
64. ons to view a list of saved presentations Saved CMA searches are displayed in a spreadsheet format It displays the saved CMA name assigned contact if any subject property if any and the date the presentation was last updated At the end of every row is actions drop down menu SAVED CMA PROPERTY SEARCHES Add New Delete Description Default CMA Residential Use MLS Select b MLS Defined CMA Default Use MLS Select H CMA Multi Family Use MLS Seect H CMA Commercial Use MLS Select zs CMA Wacant Land Use MLS Select A new CMA presentation can be created by clicking the Create New link above the list of CMA presentations Delete any CMA presentation by selecting it from the list and clicking the Delete link Return to the previous screen by clicking the Cancel link 03 11 19 a The Listings Menu Listing Input Enter some text here To input a new listing 1 Click Listings gt Add and select the appropriate property class from the flyout menu The listing input form is displayed 03 11 19 67 Paragon 3 User Manual input Maintenance RESIDENTIAL Save Partial Seve Tax Autofill Reset Required Only GENERAL INFORMATION 4 3 mls Gl nam 4 Class G Residential 46 Photo Status e wo a e 47 saiement LN GY For Sale 6 typeMG sl 7 cool area D H OT E open 13 on fs Mcp E 18 List Price G o 28 Tax ki Humber Lid Ehl 29 usine 30 Eirion ate a
65. ow appears displaying files located on the computer Navigate the Choose File window to find the appropriate file Highlight the file to be uploaded to the Document Repository re 03 11 19 Additional Paragon Features Choose file ked xii Look in Mis Documents da ft ee PS My Documents gr My Computer 8 Once the file is selected click Open The file path location appears in the File field 9 If necessary enter a description of the file in the Description field 10 Click Upload to place the file in the folder Repeat steps 5 10 to place additional documents in the folder Repeat all steps to create new folders To delete stored documents Click MLS Docs at the top of the MLS Home Page The Paragon Document Repository displays all documents that are available MLS Documents are available to all users Documents may only be deleted by the user that uploaded the document 2 Click on the folder that contains the document to be deleted The documents in the folder are displayed on screen 3 Select the document to be deleted by clicking the box beside the document name 4 Click Delete to delete the document Repeat steps 2 4 to delete additional documents To download or view documents Click MLS Docs at the top of the MLS Home Page The Paragon Document Repository displays all documents that are available MLS Documents are available to all users Documents may only be deleted by the user that up
66. p Roster MEMBERSHIP ROSTER BY OFFICE PRIMARY CRITERIA close S i Agent eae eee CS Active Only Inactive Only Ai Agent Status E open Agent Type open CRITERIA SUMMARY Clear Criteria Agent Name Name Match e e ebe Position Match Anywhere Match Beginning Office ege SEO Ee Active Only Inactive Only All Office City E open Office Name ADDITIONAL CRITERIA Open a 2 Add search criteria to the Primary Criteria section 3 If necessary add criteria to the Secondary Criteria section 4 Click Search to display the search results The member roster is grouped by office Office name appears first followed by members of the office that match the search criteria Supplemental information such as user code agent status and phone numbers is provided as well e Click the office name to view detailed office information Click on the agent name to view detailed agent information e Click the Next link above the roster report to view the next page of information Click the Get All link to view all roster information 5 Click the Print link to print the member roster To view an agent roster report 1 Click Reports gt Agent Roster to display the agent roster search form The agent search form is divided into Primary and Secondary Criteria sections 7 03 11 19 S Paragon 3 User Manual Agent Roster AGENT ROSTER PRIMARY CRITERIA close D Agent Ener 2 E a D Active Ont Inactive Only Ai
67. preadsheet 102 MLS Defined Spreadsheet 5 Firm Inventory The Spreadsheets tab is divided into 2 columns View Name and Default indicator All customizable spreadsheets are listed in the View Name column The default status of the spreadsheet is indicated by a Y or N in the Default column 3 Click on the name of the Spreadsheet View to customize Paragon displays the field preferences popup window Available fields appear in the left column and selected fields appear in the right column ue 03 11 19 The Preferences Menu E Web Page Dialog l x Class ResidentialFarm r Name Spreadsheet Available Selected ame Code sort Name Code LI of Bedrooms BR_ 40 O mse Tweet C Stores D st D _ Picture Je D Acres Acres 37 sogs JI Price Price I Adut Community Y N Adult 10 J Address Adare Approximate Pasture Acres AppPA 98 JJ city ty L Approximate Tilable Acre AppTA 97 LISS ES EES Assessment Value Assmn 10 Jl ofHaifBaths Hatt BedroomtDesc Bed 4 73 Move Up o t School I Bedroom2Desc Bed 2 76 I Bedroom2Dim Bed 2 74 Bedroom 2 Level Bed 2 oe ee eee Aad 2 Use short value if available Save amp Clase IT Use as Default 4 Select the property class from the drop down menu 5 Highlight the fields in the left column to be added to the spreadsheet 6 Click Add to place the highlighted field
68. property number now appears in the Subject Property field 4 Select Delete from the Actions menu Paragon displays a warning message 3 03 11 19 S Paragon 3 User Manual Microsoft Internet Explorer l x 1 2 Click OK to delete this record from the Database o Cancel 5 Click OK to confirm deletion of the subject property To convert a subject property 1 Click CMA gt Subject Property gt Modify gt Convert to display the subject property maintenance screen The subject property maintenance screen displays a field labeled Subject Property beside an Actions drop down menu el Mts Does La Contacts A CMA E Listings Tax EJ Financials 4 Reports L Preferences Lil Admin FF Help TEMP LISTING SUBJ PROPERTY INPUT AND MAINTENANCE Temp Listing Subj Property Browse st Read Lising ees Please enter a MLS number in the field provided OR Click Browse to find a listing Maintain 2 Click Browse to load a popup window displaying the subject properties that can be converted 3 Click the checkbox beside the subject property to convert woa psw SS 12 Us tooo a O23 jem a 03 11 19 The CMA Menu 4 Click the OK link at the top of the list to close the window and return to the maintenance screen The subject property number now appears in the Subject Property field 5 Click Convert to display the subject property input form Change the information on the form as need
69. put form is displayed 03 11 19 47 Paragon 3 User Manual Financials F Reports s Preferences Jop Meintenanes RESIDENT LAL Save Copy Listing Tax Autofill Reset Required Only GENERAL INFORMATION 1 LA 4 46 16 17 6 13 8 28 23 20 19 10 31 14 15 12 LA 4 35 LD 37 38 L 40 44 45 44 45 47 48 LO 51 62 55 4 55 56 57 8 3 Subject Property HI input Class Ri Residential Photo Statue i Status La Temporary Listing Subjeci Property Sale Rent ForSae e wel H oF LN city Ys ne Tax Id Number IS Listing Date GA 11 3 2003 s Sg CH uer Pogo TI Cross Street 1 sy cross strett Cross Street2 EM sl Crosa Streeta epes sst i O C OOCOC Tasummerciy lt is sSSSSOSC S Taxwintercouny SSSCSs Tax Homestead Menthly Asen Fee TI tstsi lt sS List Agentti Gi Master FNIS List Agent Selecta User caf variable Rate d Lot mensions i s SOS S S S S Lot Frontage le Est SquareFt 03 11 19 Year ut Home Warranty S Admin The CMA Menu The input form is typically divided into multiple sections Some examples are General Rooms Features etc Required fields are indicated with an R beside the field name The actual layou
70. rmal Verdana Bh ez uje s Ta Btrieve 4 The email addresses for each contact appear in the To field 5 Provide an appropriate subject in the Subject field 6 Enter the body of the email message Use the formatting tools to create bold text colored text italics etc in the email message Note If sending an attachment skip to step 7 7 Click Send to send the message 8 Click Attachments to display the add attachments window 9 Click Browse to find the file to be attached i 03 11 19 The Paragon Contact Manager Choose file My Documents Sr My Computer 10 Click Open on the Choose File dialog window When the Attachments windows displays again click Add Attachment Now io attach a copy of the selected file to the email 11 Click Done to close the window 12 Click Send to send the message 03 11 19 Paragon 3 User Manual Viewing Sent E Mail Paragon tracks all E mails sent through the system This includes both automatic and manual E mails E mail messages can be reviewed deleted and forwarded To view sent e mail messages 1 Click Contacts gt View Sent Email to display sent E mails Home 3 Q Messages 2 3 aR Log Off j E Search a Contacts A CMA E Listings LRE EJ Financials Pa Reports El Preferences Lil Admin P Help E mail Sent E MAIL SENT Forward Delete BM ABC DEF GHI JIKLMNOPQOR S TIUVWXYZ PageSize 25 el lt lt Prev 1 Next More Criteria gt gt To Subject T
71. s Copyright 2003 FNIS All rights reserved Content of this document is for use by Paragon MLS users only and is subject to change without notice Navigating through Paragon A good understanding of the Paragon navigation scheme is important Knowing what objects to look for and where those objects are located will improve your overall understanding of the system Interface Elements There are two aspects of the Paragon navigation scheme that you should be aware of The Graphical User Interface GUI uses buttons or icons to perform actions Buttons may display a menu load a new window popup or change the information displayed on the screen A hyperlink is text that functions just like a button Hyperlinked text is underlined so you can distinguish it from regular text 03 11 19 Paragon 3 User Manual Add New Delete Print Interface Structure The main navigation tool of Paragon is a horizontal menu This may also be referred to as the navigation bar The navigation bar appears on every page that displays in the main browser window It provides quick access to every section of the program from anywhere within Paragon Every item on the navigation bar displays a menu when clicked Because the menus appear below the main menu bar they are called drop down menus Some menus display beside the drop down menus The are known as fly out menus E search contacts cma E Listings Tax EJ Financials 4 Reports E Prefere
72. s also highlighted This is simply a shortcut to that section Complete the property search and save the listings to add the results to the list of comparables For more information see The Search Menu Searching for Listings Selecting Existing Temporary Listing as the source displays a list of subject properties in the popup window Select the appropriate subject property and click the Select link to return to the Comparables tab Listings can be removed from the comparables list at any time Select the listings to remove and click the Remove Listings link The spreadsheet of comparables can be customized just like any other view Click the Fields link to display the field preferences window Add and remove fields as necessary 8 Click the Fields Adjustments tab to display any adjustments included in the CMA Presentation 03 11 19 a Paragon 3 User Manual ADJUSTMENTS Customize Please Select a Subject Property Features Empty Price Empty 109 900 My Info Address 2 Empty ABC Easy as 123 My Info Mail Address 2 Empty My Info E mail Empty test test com My Info Web Page Empty My Info User Empty My Info Agent Hame Empty FMIS Master My Info Phone Number 1 Empty Manual Adjustment Saved Adjustment ADJUSTED PRICE 109 900 9 Click the Setup tab to select the documents to be included in the presentation The Setup tab is divided into two sections a list of avail
73. s in the right column The spreadsheet can be sorted by any 3 columns 7 Click the Sort button to display the sort criteria popup window 8 Select the first second and third columns for sorting 9 Select the sort order for each column ascending or descending 10 Click OK to close the sort popup window 11 Enter a name for the spreadsheet in the Name field 12 Click the Save amp Close button to close the Field Preferences window Repeat steps 3 12 to customize additional Spreadsheet Views To customize Detail Views 1 Click Preferences gt Views Reports to display the Views Preferences screen 2 Click the Details tab 03 11 19 oP Paragon 3 User Manual View Name Custom Brochure 1 Custom Brochure 2 Custom Detail Custom Detail 2 Full Feature Brochur GG Large Photo Brochure Nam Interior Broc Trump s 1 Page View PTT max The Details tab is divided into 4 columns View Name Emailable indicator Favorite indicator and Owner indicator All Detail Views are listed in the View Name column Detail Views that can be emailed are indicated by a Y in the Emailable column Favorite Detail Views appear at the bottom of the Views Reports menu Favorite Views are indicated by a Y in the Favorite column Only the owner of a Detail View may customize it and the owner of the detail is indicated in the Owner column 3 Click on the name of the Detail View to customize The listing class is displayed a drop down
74. s number is too small or too large adjust the search parameters and click Count again Repeat until the desired number of listings is returned 7 Click Search to display the default view for Tour and Open House searches 12 03 11 19 The Search Menu To conduct a property history search 1 Click Search gt Property History to display the property history search form E Search La Contacts A CMA The search form is divided into two sections Primary Criteria and Secondary Criteria Like the Tour Open House search the property history search parameters are limited PRIMARY CRITERLA mesaj Select View Listngsbytaxxwl mapeaanesses Oia Onn CRITERIA SUMMARY Class IECH Deh cen ene O Goen coar Goen ListPrice Low Jm nl po List Agentii Zei Coen List Office EE Zei Coen aeAoem D oee Sale Office Goen Listing Date zem mH end P SodDate Gen m d P Status Date el D nn Con Cm 2 Add search parameters to the Primary Criteria section 3 If necessary add search parameters to the Secondary Criteria section 4 Click Search to display the property history report 3 03 11 19 S Paragon 3 User Manual The property history report displays the property address photo and map Each MLS assigned to the listing appears below the address Changed information appears with the MLS number PROPERTY HISTORY DETAIL GO Mettet aam Ino 2002 Navigaton Technokbgies MLS 224461 List Date 4 15 20
75. s the virtual tour field below the Actions menu 4 Make any necessary changes to the virtual tour information 5 Click OK to return to the listing maintenance screen Repeat steps 1 5 to change virtual tours for additional listings To change geocode information 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Change Geocode from the Actions menu 3 Select the MLS to change from the list Paragon displays the geocode and map information below the Actions menu i 03 11 19 The Listings Menu MLS 999921 Seel Gel F my 4 ir r s Lon S15 JE Sts Im A Ak og th addison Heig hts fe Ca ae v Ele 2i 45t St E ots aan 2 22nd St E 4 Make any necessary changes to the geocode or map information 5 Click OK to return to the listing maintenance screen Repeat steps 1 5 to change geocode information for additional listings To change open house information 1 Click Listings gt Modify gt Maintain Listing to display the listing maintenance screen 2 Select Open House from the Actions menu 3 Select the MLS to change from the list Paragon displays open house information below the Actions menu 03 11 19 19 Paragon 3 User Manual Select Action Open House el MLS 999921 Date m Begin Comments limit 255 COMMENTS Enter the date of the open house in the Date field Enter a beginning and ending time for the ope
76. stings regardless of status e My Sales All of a user s listings that sold within the selected period of time e My Pending All of a user s listings that are in Pending status for the selected period of time e New All of a user s listings that are new within the selected period of time To display listings tracked by the MLS Market Monitor 1 Click the Home button located in the upper left corner of the screen Paragon displays the MLS Home Page and the Market Monitor is displayed on the left side of the screen 03 11 19 S Paragon 3 User Manual E search Contacts cma E Listin fe 24 Hours E A Days E T Days MLS MARKET MY MARKET Expired 0 Expire Alert Price Change D y Listings Sold 0 My Sales New D My Pending Hot List 0 New Number of Clients with New Matches Price Changes on Saved Searches Price Changes on Favorites CALENDAR 2 Select the appropriate period of time 24 hours 3 days or 7 days from the Market Monitor 3 In the MLS Market column click on the Listing Status to view Expired Price Change Sold New Hot List Paragon displays listings on screen in the same format as a typical property search The Market Monitor is a quick way to conduct a property search To display listings tracked by My Market Monitor 1 Click the Home button located in the upper left corner of the screen Paragon displays the MLS Home Page and the Market Monitor is displayed on the lef
77. t of the input form is determined by the MLS 2 If indicated enter required information in the appropriate fields 3 Enter additional information as necessary 4 lf no fields appear in a particular section click the Open link to display the fields 5 Click the Save link at the top of the input form to save the subject property Existing listing information may be used to create a subject property Listing information may be copied to the subject property and changed when appropriate To copy existing information to subject property 1 Click CMA gt Subject Property gt Add and select the appropriate property class from the flyout menu The subject property input form is displayed The input form is typically divided into multiple sections Some examples are General Rooms Features etc Required fields are indicated with an R beside the field name The actual layout of the input form is determined by the MLS 2 Click the Copy Listing link at the top of the input form The Copy Listing dialog window appears E Web Page Dialog J x PustnGil gt Type of Listing e pe Enter the ID MLS number of the listing to copy Indicate the type of listing regular or temporary to be copied Click Load to close the window and add data to the input form Oo Ot oa If necessary make changes or enter additional information about the listing 7 Click the Save link above the input form to save the
78. t side of the screen Es 03 11 19 Additional Paragon Features J Messages e De E search Contacts cma E Listin close e e Change Area fe 14 Hours Days 7 Days MLS MARKET MY MARKET Expired 0 Expire Alert Price Change 0 v Listing Sold D My Sales New D My Pending Hot List D New Humber of Clients with New Matches Price Changes on Saved Searches Price Changes on Favorites CALENDAR LINKS 2 Select the appropriate period of time 24 hours 3 days or 7 days in the Market Monitor 3 Inthe My Market column click on the Listing Status to view Expire Alert My Listings My Sales My Pending New Paragon displays listings on screen in the same format as a typical property search The Market Monitor is a quick way to conduct a property search To track prospecting activity The Market Monitor is a powerful prospecting tool Users may quickly see the number of listings that match a prospect s property requirements The prospecting section tracks the number of prospects with new matches the number of price changes on saved searches and the number of price changes on favorite listings 1 Click the Home button located in the upper left corner of the screen Paragon displays the MLS Home Page and the Market Monitor is displayed on the left side of the screen 03 11 19 We Paragon 3 User Manual fe 24 Hours E A Days E T Days MLS MARKET MY MARKET Expired 0 Expire Abert Pri
79. tact related tasks This menu provides quick access to send an e mail view contact summary edit general info or view sent e mail messages It appears in all summary views throughout the contact manager and changes according to the view In the contact view the actions menu displays shortcuts to send e mail view contact summary edit general information view sent e mail and view tasks In the contact view the actions menu displays shortcuts to send e mail view contact summary view sent e mail view e mail notifications view listing information edit general information or view tasks To send an email using the action menu 1 Select the checkbox beside the contact to send an email message to 2 Select Send E mail from the actions menu MM Contact Sample Contact Sample Edit General Info View Sent E mail View Tasks Contact Sample Paragon displays the email composer window The selected contacts email address will be shown in the To field 03 11 19 E Paragon 3 User Manual E Compose E mail Microsoft Internet Explorer Fie Edit View Favorites Tools Help COMPOSE E MAIL kW HTML Format mre XxX IEE EEE gt 4 Normal Verdana p B Fi U 3 Provide an appropriate subject in the Subject field 4 Enter the body of the email message Use the formatting tools to create bold text colored text italics etc in the email message Note If sending an attachment skip to step 6 5 Click Se
80. te Web Page Dialog LISTING NOTE Save And Close 4 Enter relevant notes about this listing 5 Click the Save and Close link to save the notes and return to the list To view favorite listing details 03 11 19 Paragon 3 User Manual 1 Click Search gt View Favorites to display all favorite lists 2 Click the Number of Listings link beside the appropriate list to display listing information in a spreadsheet This spreadsheet functions the same way as the spreadsheet for standard property search You can sort email print customize and filter any of the listings in this soreadsheet SS 03 11 19 The Search Menu Customizing Listing Views To customize Spreadsheet Views 1 Click Views Reports to display the drop down menu 2 Select the appropriate Spreadsheet View from the flyout menu 3 With the view displayed click the Customize link beside the Views Reports button Note If a view can not be customized when viewing it the Customize Layout link is disabled Customize AddTo CMA SG Paragon displays the Field Preferences window A two column table is used to control the layout of views The left column displays the fields that can be added to the view The right column displays fields already on the view ch Web Page Dialog i x Class Residential sl Name Spreadsheet Available Selected mils Bedrooms eR D ol _ rursens ear CT hatBans Has Te SS DIE CH S S Slala
81. tes contains an action menu Use the action menu quickly manage favorites in each list view listings view changed listings view e mail notifications manage notes add listing IDs MLS s and delete listings from the favorites list e Click the radio button labeled My Favorite Lists to display only agent favorites e Click the radio button labeled Favorite Lists for my Contacts to display only contact favorites e Agent and office listings can be accessed by clicking the appropriate link e Click the name of the list to display the MLS s in that list To add notes to a favorites list 1 Click Search gt View Favorites to display all favorite lists aved Favorites My Active Listings 1 My Office s Active Listings 3 C My Favorite Lists GG Favorite Lists For My Contacts Days Back D Favorite List Name of Listings Changed Notify Date Created Date Modified List Notes Sam Spade s Favorite Listkasdf 413 Off 08 19 2003 09 04 2003 Add Notes P Select sl IT Sample Contact s Favorite List 1 Off 09 29 2003 09 29 2003 Add Notes E Select sl 2 Click the Add Notes link beside the appropriate list to display the Favorite List Note window 03 11 19 Paragon 3 User Manual Favorite List Note Web Page Dialog VW FAVORITE LIST HOTE Save And Close he 3 Enter relevant notes about this list of favorites 4 Click the Save and Close link to save the notes and return to the favorites manager T
82. turn to the Contact Group Detail screen To delete a group of contacts 1 Click Contacts gt Manage Groups to display the Group Manager screen Name Description Type Sample Group Sample i 7 Home Inspectors Inspectors Business Title Agents Title Agents Business Select the checkbox beside the name of the groups to delete 2 Click Delete to delete the group of contacts The contacts in that group will not be deleted Only the grouping is deleted 3 Click OK to delete the group and return to the Group Manager screen To delete a contact from a group 1 Click Contacts gt Manage Groups to display the Group Manager screen Name Description Type Sample Group Sample Home Inspectors Inspectors Business TI Title Agents Tite Agents Business 2 Click on a group name to display the Group Detail screen 03 11 19 a Paragon 3 User Manual CONTACT GROUP DETAIL Add Delete Done Report E Mail aa Group onl Business C eE pg FPM I ABCDEFGHIJKLMNOPQRSTUVYVWX Name Public Name Phone Number E mail Address 3 Select the checkbox beside the name of the contacts to delete 4 Click Delete to delete the contacts 5 Click Done to return to the Group Manager screen To print a list of contact groups 1 Click Contacts gt Manage Groups to display the Group Manager screen 2 Click Report to display a printable report in a dialog window CONTACT GROUP MANAGER REPORT Name croc ais Type sample Gro
83. up ot Business Home Inspectors Inspectors Business Title Agents Title Agents 3 Click Print to print the list of groups 4 Click Close to return to the Group Manager screen To print a list of contacts in a group 1 Click Contacts gt Manage Groups to display the Group Manager screen TI Title Agents Title Agents Business 2 Click a group name to display the Group Detail screen SZ 03 11 19 The Paragon Contact Manager CONTACT GROUP DETAIL Add Delete Done Report E Mail Name Sample Group Edit Filter By Type Business i Search D sl Sie 25 ALLI A BCGOEF G I JK LMNOPQRSTUV W TZ Name Public Name Phone Number E mail Address 3 Click Report to display a printable report in a dialog window 4 Click Print to print the list of contacts 5 Click Close to return to the Group Detail screen To send an email to a group of contacts 1 Click Contacts gt Manage Groups to display the Group Manager screen Name Description Type Sample Group Sample Business T Home Inspectors Inspectors Business Title Agents Title Agents 2 Select the checkbox beside the name of the groups to email 3 Click Email to load the Paragon Email composer 03 11 19 2 Paragon 3 User Manual E Compose E mail Microsoft Internet Explorer So o ona Besse er pet COMPOSE E MAIL Address Book Send To Ce Bcc Bec me Subject V HTML Format D 4 Bex Moe Beed es A No
84. ut Internet Explorer Product 1D 55736 519 8361 Update Versions SP1 0813489 0330994 9818529 Q822925 9828750 sed on NCSA Mosaic NCSA Mosaic TM was developed at the National Center for Supercomputing ications at the University of Illinois at Urbana Champaign 3 The version of Internet Explorer will be displayed If you do not have a compatible version there are many places you can go to upgrade to a newer version of IE The best location is Microsofts download site at http www microsoft com downloads Internet Explorer upgrades can be downloaded free of charge To turn on background printing in Internet Explorer 1 Double click the Internet Explorer icon on your desktop to launch the Internet Explorer web browser 03 11 19 S Paragon 3 User Manual 2 Click Tools gt Internet Options to display the Internet Options window Internet Options 3 Click the Advanced tab Scroll down until the section named Printing appears Select Print background Colors and images Click OK to save this change 03 11 19 The Paragon MLS System Internet Options settings G Printing Print background colors and images CH Display results and go to the most likely site CH Do not search from the Address bar CH Just display the results in the main window Geh Just go to the most likely site Check for publisher s certificate revocation C Check for server certificate rev
85. y 11 5 2003 gt gt 3 Click the date again to display the Event Form Se Web Page Dialog x Date 11 5 2003 Event Title Location Time Start AM End AM Personal Enter a title for the event in the Event Title field 4 5 Enter the event location in the Location field 6 Enter the starting time in the Time Start field 7 Enter the ending time in the Time End field 8 Select the type of event from the Type menu 9 Enter a description or comments about the event in the Description field 108 03 11 19 Additional Paragon Features 10 Click Add to add the event to the calendar date The date box is now gray Multiple events may be entered on the same day Repeat steps 2 10 to enter additional event information To modify event information The Paragon Calendar is located below the Market Monitor By default the calendar is closed 1 Click Open located beside Calendar to display the Paragon Calendar The calendar is displayed in month view The current day is highlighted in red 2 Click the date that needs event information modified The calendar view switches from a full month to just the selected date 3 Click on the name of the event to remove The Paragon Event Form displays information about the event 4 Make any necessary changes to the event information and click Update Click Delete to remove the event Click Print to print the event information C
86. y section or sort the list using the alphabet at the top of the list Note Highlighted characters correspond to the last names of prospects 7 03 11 19 Paragon 3 User Manual Grouping Contacts Contacts can be grouped according to type search criteria etc Grouping contacts is an easy way to store and manage a large number of contacts To create a group of contacts 1 Click Contacts gt Manage Groups to display the Group Manager screen Sample Group Sample Home Inspectors Inspectors Business Title Agents Tite Agents Business 2 Click Add to display the Add New Group screen 3 Select the type and enter a name and description for the group 4 Click OK to save the group and return to the Group Manager screen To add a contact to a group 1 Click Contacts gt Manage Groups to display the Group Manager screen Name Description sample Group Sample Home Inspectors Inspectors Title Agents Title Agents 2 Click on a group name to display the Group Detail screen a 03 11 19 The Paragon Contact Manager CONTACT GROUP DETAIL Add Delete Done Report E Mail Name aa Group Edit Description Type Business m el Filter a sl AER mMm ec IK LMNOFPQOQRSTUYWX Name Public Name Phone Number E mail Address Click Add to display the list of contacts Select the checkbox beside the name of the contacts to add Click Add to add the selected contacts to the group P 6 Click Done to re

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