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Disclaimer

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.

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  1. 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

  2. Welcome to The Prospect Gateway for NTREIS Listings Next

  3. 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

  4. 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 Agent’s View of Gateway Next

  5. 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

  6. 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

  7. Setting Preferences Click on the “My Page” option from the drop down box. Next Home

  8. Click on “Preferences” on Menu. Next Home

  9. To Save Agent Photo 1. Click on the “General Preferences” selection. Next Home

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

  11. 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

  12. 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

  13. To Save Email Signature 1. Click on the “Email Preferences” selection. Next Home

  14. 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

  15. 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

  16. 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

  17. Prospect Gateway (Branding Information) Search Name and Description Welcome Message Agent Recommendations 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. If at any point you want to come back to this screen and see this screen for reference, click “Home” and click on the “Prospect Gateway (What it looks like) link. Next Home

  18. 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. • Place the cursor on the “Prospects” selection on the Navigation bar. Next Home

  19. 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 for selection. The Agent’s photo will only appear if the photo was in NTREIS Listings under Preferences referenced above. Next Home

  20. Setting Prospect Gateway Defaults The Prospect Gateway Defaults will produce the marketing or branding information as illustrated here. Next Home

  21. 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

  22. 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

  23. 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

  24. 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

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

  26. 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

  27. 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

  28. 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

  29. 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

  30. 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

  31. 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

  32. 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

  33. 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 “My Email” boxes. Next Home

  34. 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

  35. 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 settings you want to use for MOST of your Prospects. Next Home

  36. Adding a Prospect To add a Prospect, 1. Place your cursor on “Prospects” on the Navigation Bar. Next Home

  37. Adding a Prospect 2. Click on the “Add a New Prospect” selection on the drop down box. Next Home

  38. Adding a Prospect • 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

  39. 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

  40. Adding a Prospect • 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

  41. 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

  42. Adding a Prospect • 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

  43. 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

  44. Adding a Prospect • 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

  45. 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

  46. 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

  47. 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

  48. 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

  49. 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

  50. 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

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