Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out

Welcome to

VIEWS: 5 PAGES: 76

									                  Disclaimer
This presentation is the property of MarketLinx
Solutions™ and is intended for the exclusive use of
NTREIS and may not be distributed, copied or
modified without the express written consent of
MarketLinx Solutions.

This presentation is intended as an additional
instructional aid to Staff and Users and is in no way
intended as a replacement or substitute for the
MarketLinx NTREIS Listings Users Manual.



                                                  Next
   Welcome to
The Prospect Gateway
        for
   NTREIS Listings

                       Next
            The Mission

This presentation is intended to introduce the
NTREIS Listings user to the flexibility of the
NTREIS Listings Gateway, to aid them in
understanding how this tool will help them meet
their personal goals as Real Estate professionals
and to make the transition to the Gateway as
easy as possible.


                                               Next
  Getting Started with the Gateway
To view entire presentation, click on each “Next” button. To view a
particular section of the manual, click on the section title below. When
you complete any page and wish to return to this page, click on the
“Home” button.



                Using the Prospect Gateway
                Setting Preferences
                Prospect Gateway (What it looks
                like)
                Setting Prospect Gateway Defaults
                Setting Prospect Defaults
                Adding a Prospect
                Prospect’s View of Gateway                         Next
                Agent’s View of Gateway
Using the Prospect Gateway
The Prospect Gateway will allow the user to
choose which way prospecting searches will
be performed, either by manual searches or
by using Auto-notification.

The User can also choose which link to send
to the client, a link to Property Reports or to
a personalized web site, Prospect Gateway,
created for the specific client.

Preferences and defaults should be set in
NTREIS Listings before adding a Prospect
and making the choices stated above.              Next

                                                  Home
      Setting Preferences
Setting Preferences allows the user to save
their Agent Photo and their Email Address in
NTREIS Listings for use in allowed places.


To set Preferences, place the cursor on the
“My Page” selection from the Navigation Bar.




                                               Next

                                               Home
     Setting Preferences

Click on the “My Page” option from the
drop down box.




                                         Next

                                         Home
Click on “Preferences” on Menu.




                                  Next

                                  Home
         To Save Agent Photo

1. Click on the “General Preferences”
   selection.




                                        Next

                                        Home
    To Save Agent Photo
2. Click the “Browse” Button and select
   and Open the Agent photo desired
   from the appropriate file folder.




                                     Next

                                    Home
          To Save Agent Photo
3. The selected file location will display in the Agent
    Photo field. Click “Save” and photo will be saved for
    later use.




                                                      Next

                                                     Home
           To Save Agent Photo
 4. If desired, the user can view the image saved by
     clicking on the “View Image” link.




Picture will appear.




                                                       Next

                                                       Home
        To Save Email Signature

1. Click on the “Email Preferences” selection.




                                                 Next

                                                 Home
      To Save Email Signature
2. Key in information that you would want as your
   email signature, click the “Yes” button and click
   the “Save” button.




                                                   Next

                                                  Home
       To Save Broker Logo
1. Click on the “Broker Preferences.”




 Note: To save the Broker Logo, you
      must have Broker permissions
      (access level 22, 23 or 2 only.)
                                         Next

                                         Home
         To Save Broker Logo
2. Click the “Browse” button and select and open
    the Broker logo desired from the appropriate file
    location.




 3. The selected file location will display in the
     Broker Logo field. Click the “Save” button and
     the logo will be saved in NTREIS Listings for
     later use.
                                                  Next

                                                  Home
Prospect Gateway (Personalized Web
                Site)
         What it looks like…
Users will desire to send links to a Prospect’s personalized web
site. Below is a sample of what a the Prospect Gateway
(Personalized Web site) will look like.




                                Welcome Message


                                                               Search Name and
                                                               Description

                                                               Agent
                                                               Recommendations

            Prospect Gateway (Branding
            Information)

             If at any point you want to come back to this
             screen and see this screen for reference, click                 Next
             “Home” and click on the “Prospect Gateway
             (What it looks like) link.
                                                                             Home
Setting Prospect Gateway Defaults
  Users will desire to send links to a Prospect’s personalized
  web site. The web site will include chosen marketing or
  “branding” information about the agent. That information
  must be saved in NTREIS Listings.
To set Prospect Gateway Defaults, do the following.
1. Place the cursor on the “Prospects” selection on the
   Navigation bar.




                                                           Next

                                                           Home
       Setting Prospect Gateway
                Defaults
2. Click on the “Client Web Settings” selection from the drop
   down box.




Note: The information displayed for selection on the
      Prospect Gateway Defaults screen is populated
      from the Agent’s Roster. If information is grayed
      out, that indicates the information is not in the
      Agent’s Roster and must be added to be available       Next
      for selection. The Agent’s photo will only appear if
                                                             Home
      the photo was in NTREIS Listings under
      Preferences referenced above.
     Setting Prospect Gateway
              Defaults
The Prospect Gateway
Defaults will produce the
marketing or branding
information as illustrated
here.




                                Next

                                Home
     Setting Prospect Gateway
              Defaults
3. The following screen will display. Click in the box to the left
   for each piece of information you would like to have
   appear on the left, “Branding side”, of the client personal
   website.




                                                              Next

                                                             Home
        Setting Prospect Gateway
                 Defaults
Explanation of allowed fields:
Name: The name field is a default field and will always display from the
Agent’s Roster.

Address: If checked, will display the address of the Agent as it appears
in the Agent’s Roster.

Email Address: If checked, an email link will be provided making it easy
for the Client to email the Agent.

Main Phone: If checked, the Agent’s direct phone and/or office phone
will be displayed.

Cellular Phone: If checked, the Agent’s cellular phone will be displayed.

Fax: If checked, the Agent’s fax number will be displayed.          Next

                                                                   Home
       Setting Prospect Gateway
                Defaults
Explanation of allowed fields (Continued):

Fax: If checked, the Agent’s fax number will be displayed.
Photo/Logo: If checked and the Agent’s photo has been loaded using
“Preferences”, the photo will be displayed. The Broker logo is the same.
Logo at Top: If checked, the Broker logo will appear at the top of the
branding area. It will always appear at the bottom if available.
Show My Website Link: If checked, any website address referenced
in the Agent’s Roster will display.
View My Listings Link: The Client can click on this link and view all
Active Listings for the Agent setting up the personal web site.

“Contact Agent” Link: This link will appear on each listing’s detail
page allowing the client to email specific comments on a property.


                                                                  Next
                                                                  Home
     Setting Prospect Gateway
              Defaults
4. Click on the “Save” button at the bottom of the screen.




Note: Once the Prospect Gateway Defaults have been
     saved, they do not need to be changed unless the
     information changes. In that event, the Agent can
     simply change the information and save again.

                                                         Next

                                                         Home
        Setting Prospect Defaults
Users will desire to send properties to a Prospect’s
personalized website. Setting Prospect Defaults include all
properties found that meet the Prospect’s needs. Setting
Prospect Defaults will save time and effort when adding a new
Prospect. The agent should ask themselves these questions
when setting the Prospect Defaults:

1.   How will I choose to search for most of my prospects, manually
     or by auto-notification?
2.   Will I choose to send a link to Property Reports or a link to the h
     personalized web site to most of my Prospects?
3.   What default email message would I choose to send to most of
     my Prospects?
                                                               Next

                                                                   Home
       Setting Prospect Defaults
To set Prospect Defaults, do the following:

1. Place cursor on the “Prospects” selection on the Navigation
   Bar.




2. Click on the “Prospect Defaults” selection from the drop
   down box.




                                                              Next

                                                              Home
     Setting Prospect Defaults
3. Indicate whether you want Reverse Prospecting by
   clicking the “Yes” or “No”.




4. Key in the Welcome Message that you want to appear at
   the top of the Prospect’s personalized web site.




                                                      Next

                                                      Home
      Setting Prospect Defaults
5. Key in the default Subject and Message that you would
   like to include in the email sent to the client notifying
   them that a new Prospect Gateway has been built for
   them. Click the “Yes” button if you want your Email be
   Signature to be displayed.




Note: Email Signature must be saved in NTREIS Listings in
      Preferences as indicated earlier.
                                                           Next

                                                           Home
      Setting Prospect Defaults
6. Determine whether or not you want to use Auto-
   notification to search for properties for most of your
   Prospects. If you want to us Auto-notification, click the
   “Yes” button. If you want to search manually, click the
   “No” button.




                                                               Next

                                                           Home
       Setting Prospect Defaults
 7. Key in the default Subject and Message that you want as
    your Email message when properties are sent to your
    Prospect. Click on the “Yes” button if you want your
    Email Signature included at the bottom of the email.




Note: Email Signature must be saved in NTREIS Listings in
      Preferences as indicated earlier.
                                                            Next

                                                            Home
      Setting Prospect Defaults
8. Indicate whether you want to send a link to the Client
   Web Site (Personalized Web site) or a link to Property
   Reports to most of your Prospects. If choosing Property
   Reports, click on the Report or Reports you will most
   often send.




                                                         Next

                                                         Home
      Setting Prospect Defaults
9. Indicate the text you want for your default Subject and
   Message for the email sent to notify Prospects of new
   recommendations made by you.




                                                         Next

                                                         Home
        Setting Prospect Defaults
 10. If you choose to send a “Tickler Message” to your client
     periodically, you may edit the default message giving it
     a unique name and choose whether to send that
     message monthly, every 2 weeks, weekly or never.




Note: A Tickler Message might be a follow-up message to
      past Prospects asking them to keep you in mind if they
      or any of their contacts need your services. This
      message will be sent automatically to the person and
      you will be copied if you click on the “Client Email” and   Next
      “My Email” boxes.
                                                                  Home
      Setting Prospect Defaults
11. When entering a new Prospect, you will have the option
    of having the searches for a Prospect “expire” in a
    certain number of days or never. If you click the
    “Expiration Message” box, you will be sent an email
    seven days prior to the searches expiring notifying you
    and allowing you to choose to not expire.




                                                          Next

                                                         Home
      Setting Prospect Defaults
12. Click the “Save” button to save your Prospect Default
    settings.




 Remember: The Defaults you have saved may be changed
           for any Prospect you are entering into the
           system on an individual basis.


 Keep in mind that the defaults you are saving are the      Next
             settings you want to use for MOST of your
             Prospects.                                     Home
             Adding a Prospect
To add a Prospect,


1.   Place your cursor on “Prospects” on the Navigation Bar.




                                                           Next

                                                          Home
               Adding a Prospect

2.   Click on the “Add a New Prospect” selection on the drop
     down box.




                                                           Next

                                                           Home
                Adding a Prospect
3.   Complete the Prospect’s contact information in the
     fields provided including the Prospect’s email address.
     If you choose to have the Prospect’s searches expired,
     indicate the number of days in the “Expire Prospect in” field




                                                                     Next

                                                                     Home
               Adding a Prospect
4.   If this entry is Contact only and you do not care to have
     a search attached, click on the “Save Contact Info Only”
     button.




5.   If you are going to attach this Prospect to a search you
     have already built or choose to build a search for the
     Prospect now, click on the “Save and Continue Prospect
     Setup” button.




                                                                Next

                                                             Home
                Adding a Prospect
6.   If you choose to build a new search for the Prospect,
     click on the “Select a property type for a new
     search” down arrow and follow the instructions for
     building a new Custom Search.
     If you choose to attach the Prospect to a search already built,
     click the “Select an existing saved search” down arrow.




                                                                       Next

     Click the “Continue” Button                                   Home
               Adding a Prospect
Note: We will assume a search has been built and saved for our
      Prospect already.


 7.   Choose the search you wish to attach from the drop
      down list and click the “Continue” button.




                                                                 Next

                                                                 Home
                Adding a Prospect
8.   In the “Description” field, the Agent may key in a simple
     description of the search criteria for each search
     attached to the Prospect. This description will appear
     next to the Search Name on the Personalized Web Site
     and remind the Prospect and the Agent of the property
     criteria being searched for.
     The Agent may also choose whether Reverse Prospecting will
     be allowed.




                                                                  Next

       Click the “Continue” Button.                               Home
                Adding a Prospect
9.   On this screen the Agent will decide whether to accept the
     default search method (Auto-notification or Manual) and what
     kind of link will be sent to the Client (Property Report or
     Prospect Gateway), or the agent may change the search
     method or link for this specific client.




                                                                Next
     Click the “Continue” Button.
                                                                Home
               Adding a Prospect
10. On this screen the Agent can accept the default Email Subject
    and Message to be sent to the Prospect notifying the Prospect
    that new listings have been found, or change the Subject and/
    or Message for this Prospect specifically.
    The Agent may also choose to have their Email Signature
    displayed at the end of the Email if they have saved a
    Signature in Preferences mentioned earlier.




                                                                Next

                                                               Home
               Adding a Prospect
11. The Agent may choose to have a history of these emails saved
    in the Prospect’s record if desired by clicking on the “Save
    Prospect Email History Yes” button.




12. The Agent may choose to send a Tickler Message by choosing
    the Tickler Message to send and the frequency, or choose
    “Never.”




                                                               Next
   Click the “Continue” Button.                               Home
                Adding a Prospect
13. On this screen, the Agent may choose to “push” or send ALL
    listings found for this Prospect on this search to the Prospect
    Gateway now without seeing them, or choose to send NONE
    now. The Agent might want to do a Manual Search later and
    review the listings selecting, those to be sent.




                                                                      Next

                                                                      Home
               Adding a Prospect
14. The Agent may accept the greeting default message set in
    Prospect Defaults or change the message for this Prospect.




   Click the “Continue” Button.                                  Next

                                                                 Home
               Adding a Prospect
15. On this screen the Agent can accept the initial Gateway
    notification message or change it for this Prospect. The Agent
    may also copy themselves by clicking in the “Send a copy to
    my email” box.




                                                                     Next

                                                                 Home
               Adding a Prospect
16. The Agent may choose to include their Email Signature by
    clicking in the “Use Signature for Email box.




17. If the Agent does not wish to send the email now, the Agent
    should click the “Save Prospect without sending Email”
    button. If the Agent chooses to send the email now, the Agent
    should click on the “Send Email Now” button.




                                                               Next

                                                               Home
               Adding a Prospect
18. If the Agent chose to send the email now, a confirmation
    screen will display. The Agent then has the option of “Add
    another Search to this Prospect,” “I’m Done” or “View Client
    Web Site.”




                                                                   Next

                                                                   Home
               Adding a Prospect
If the Agent chose “I’m Done,” the “View Prospect List” screen will
display.




  The Prospect has been saved in the system.                          Next

                                                                  Home
   Prospect’s View of Gateway
What the Prospect will see:

  The Prospect will receive an email from the Agent.




   The Prospect will open the email.



                                                       Next

                                                       Home
    Prospect’s View of Gateway
The Prospect will open the email and click on the Link to the
Gateway.




                                                                Next

                                                                Home
     Prospect’s View of Gateway
The Prospect Gateway will display on the Prospect’s Screen.
The Prospect will see the branding information on the left side of
the website, the Welcome Message at the top and the Search
Name and description of the search below.




                                                                Next

                                                                Home
   Prospect’s View of Gateway
To View Properties

To view the properties sent to the Prospect’s personalized website,
the Prospect will Click on the Search Name.




                                                                Next

                                                                Home
   Prospect’s View of Gateway
To View Details

To view the details about and individual property, the Prospect can
click on the property address.




                                                                Next

                                                                Home
    Prospect’s View of Gateway
The Prospect can now view each listing, and file that listing away in
one of three file folders, Favorites, Possibilities or Rejects.




                                                                  Next

                                                                 Home
    Prospect’s View of Gateway
To File a property in Favorites the Prospect will click on the “I
like this one” link on the right side of the screen.




                                                                Next

                                                                Home
      Prospect’s View of Gateway
 This action will open a screen that confirms saving to the Favorites
 folder and allows the Prospect to write a message to the agent.




Click on the “Submit” button to save the property to the           Next
Favorites folder.                                                  Home
    Prospect’s View of Gateway
To File a property in Possibilities the Prospect will click on the
“Possibility” link on the right side of the screen.




                                                                 Next

                                                                Home
      Prospect’s View of Gateway
 This action will open a screen that confirms saving to the
 Possibilities folder and allows the Prospect to write a message to the
 agent.




Click on the “Submit” button to save the property to the            Next
Possibilities folder.                                              Home
    Prospect’s View of Gateway
To File a property in Rejects the Prospect will click on the “I
don’t like this one” link on the right side of the screen.




                                                                  Next

                                                                  Home
      Prospect’s View of Gateway
 This action will open a screen that confirms saving to the Rejects
 folder and allows the Prospect to write a message to the agent.




Click on the “Submit” button to save the property to the              Next
Rejects folder.                                                       Home
     Prospect’s View of Gateway
Other Links from Property Detail Report
From the property Detail Report, a prospect may choose other links.
They are:
Edit Notes: Allows the Prospect to move a property to a different
folder and change the note written to the agent.
Contact Agent: Allows the Prospect to send an email to the Agent
referencing the specific property being viewed.
Email to a Friend: Allows Prospect to send this property information
to another email account.
Map this Property: Allows the Prospect to map this specific property
in MarketLinx Mapping.

Note: The Prospect only has
access to the website from the link
sent by the Agent. The same
website will be referenced each                                     Next
time properties are sent to the
client.                                                         Home
        Agent’s View of Gateway
What the Agent will see:

The Prospect will access the Prospect’s personalized web site from
Tempo’s “View Prospect” Screen.




                                                                     Next

                                                                 Home
          Agent’s View of Gateway
Columns on the View Prospect screen will provide the Agent with
important information.

Search Last Run: This column will indicate the date and time a search
was last run whether by Auto-notification or by manual search.
Last Listing Email Sent: This column will indicate the date and time
the last email was sent to the client.
Last Prospect Gateway Access:          This column will indicate the
date and time the Prospect last accessed the Gateway.




                                                                       Next

                                                                   Home
        Agent’s View of Gateway
To see the Client Web Site, the agent will click on the icon
to the right of the Client’s name.




Clicking on this Link will take the Agent to the Prospect’s
personalized website.




                                                               Next

                                                               Home
         Agent’s View of Gateway
The Agent may click on any of the folders to see if the Prospect filed any
properties in Favorites, Possibilities or Rejects and read notes written by the
Prospect as indicated below.




                                                                           Next

                                                                          Home
Agent’s View of Gateway
        Favorites Folder




                           Next

                           Home
Agent’s View of Gateway

           Possibilities Folder




                                  Next

                                  Home
Agent’s View of Gateway
  Rejects Folder




                          Next

                          Home
   Agent Recommendation
Listings sent to the Gateway that the Agent feels might be
of interest to the Prospect, outside of the predefined search,
will be designated as “Agent Recommendations.”




                                                             Next

                                                             Home
        Agent Recommendation
After completing a Quick or Custom Search and choosing the
properties to recommend, click the “Send to Prospect” button.




                                                                Next

                                                                Home
        Agent Recommendation
Select the appropriate Prospect and click on the link indicating
whether to add the property(s) to the Client Web site or email as
Property Reports.




If added to the Client Web site, the properties will appear as Agent
Recommendations.


                                                                    Next

                                                                 Home
         Agent Recommendation
The email screen will display the default Subject and Message from
your Prospect Gateway default settings which can be changed for
this Prospect, if desired.




                                                                Next

Click the “Send Email” button.                                 Home
                    Thank You
Thank you for viewing NTREIS Listings’ Prospect Gateway
Training Overview.


If you have questions about the functionality of the
Gateway module, please call (888)440-3687 for telephone
support.


    PowerPoint animated Training
            Provided by

    MarketLinx Solutions Training
            Department
                                                          Next

                                                          Home

								
To top