HIR New Member Training (3/10/2017)

HIR New Member Training (3/10/2017)

Aloha! – Here are the topics we hopefully covered during the training session: Dashboard – Setting up your filters, showing exactly what you would like to see. Filters can be set on each of the Dashboard tabs Links to further help guides: Filtering — Customization Subdivision List – a list of subdivision names with corresponding taxkeys Expand the Market category Click Subdivisions List you may also include Parcel Details for more detailed information       Search for Listings Link to our Searching with Taxkeys help guide Link to searching with multiple “find” fields help guide (Street name, Subdivisions, Projects names, etc.) Link … Continued
User Submitted: I’m trying to download a spread sheet. I can get labels BUT not spreadsheet of names/addresses.

User Submitted: I’m trying to download a spread sheet. I can get labels BUT not spreadsheet of names/addresses.

Comments, Questions, Anything: Aloha ~ I’m trying to download a spread sheet for a marketing piece and I’m having trouble saving ~ I can get labels BUT not spreadsheet of names/addresses to send to my marketing company. Help!!!   Answer: Aloha, You are likely missing one simple step. Please place a check mark in the Download Spreadsheet box. Now when you run the search, the system will generate a spreadsheet instead of showing you the label format on the search results page. Click to view our guide regarding the downloading of label information.       
User Submitted: Aloha,Every time i open HIS, it come up Brand….every time! – [ Saving My Default format ]

User Submitted: Aloha,Every time i open HIS, it come up Brand….every time! – [ Saving My Default format ]

Comments, Questions, Anything: Aloha, Every time i open HIS, it come up Brand….every time! Very annoying and if you dont catch it….nothing will work until you un click it. Please help to remove the Problem! Mahalo,   Answer: I can for sure understand the frustration of needing to change the format every time you login to the system. The solution will be to tell REsearch exactly what you would like your selected default formats to be. Please click here to view our guide regarding saving your My Default formats
User Submitted: MLS entry form – Location field, unable to make changes. Grayed out

User Submitted: MLS entry form – Location field, unable to make changes. Grayed out

Comments, Questions, Anything: I have a new listing, MLS XXXXXX which shows the incorrect location of “Xxx X Xxxx St”. This is auto-populated so I cannot change it. One does not even drive on this street to access the property. Can you help me fix? Mahalo!     Answer:  Yes, we can update the Location field for you. The Location field gets auto filled from the public data at the time of the creation of the listing. Any changes to this field would be done by someone in our office. Please contact support@hiinfo.com with the requested change. The Location field … Continued
User Submitted: Branding emails sent from REsearch- Email signatures

User Submitted: Branding emails sent from REsearch- Email signatures

Comments, Questions, Anything: Is there a way that my contact and email information automatically appears on emails sent directly from the HIS Research site. Right now only the brochure feature is the only thing that has all my information on. If I click on the listing agent and send an email out there is no footer that contains my information and seeing if there is something that I can automatically attached my information similar to what is done when I do a brochure. Please advice on how to do this. Mahalo     Answer: Yes. You may (and we recommend) … Continued
User Submitted: Customer / Agent format – Missing owner information

User Submitted: Customer / Agent format – Missing owner information

Comments, Questions, Anything: I noticed that the basic tax info page changed and does not include the owner’s name when I search a TMK. Is there any way I can still see this? I use this for our Purchase Contracts and Listing Agreements, as it is important for us in Real Estate Sales. Thanks.       Answer:  Please click this link to view our help guide regarding Customer Format
Permits – Overview

Permits – Overview

My examples will be from a MLS account. TMK members, the methods used will also apply to your account.   How to display display Permit data on search results: Add the Permit format to the request Run the search   How to use Permit search parameters(default account layout): Enter “normal” search parameters. Ex: Taxkey, Subdivision, Sale date, etc. Click the (red) Add Fields button   Locate the Permit search parameters Click on the field you would like to use. Enter data into the entry box that opens to the right. Click the Blue check box Feel free to add additional … Continued
User Submitted: Is Excel needed for downloaded data?

User Submitted: Is Excel needed for downloaded data?

Comments, Questions, Anything: I am signed up for the upcoming class on how to import the agent roster. Before that, I’m wondering if I need to buy Excel for my MAC before I am able to do the import? I have Excel on my iPad but seem unable to import to it. Thank you.     Answer:  Excel is not specifically needed but some sort of spreadsheet program is highly recommended. MAC computers should have “Numbers” installed by default. If you do not have Excel you can always download information in the .csv file format from REsearch. CSV is actually … Continued
User Submitted: Reverse prospecting. When releasing a listing a message stated there were many prospect matches.

User Submitted: Reverse prospecting. When releasing a listing a message stated there were many prospect matches.

Comments, Questions, Anything: aloha, I just posted a new listing and it said there are 500+ prospect that meet this criteria – how can I email their agents?     Answer:  Here is a link to our help guide regarding Reverse Prospecting Sorry, too much information to include in the body of this reply.
User Submitted: Can I retrieve emails that were sent using the Hawaii Information System?

User Submitted: Can I retrieve emails that were sent using the Hawaii Information System?

Comments, Questions, Anything: Can I retrieve emails that were sent using the Hawaii Information System? I’m looking for my sent emails. Thank you     Answer: Maybe. The only emails REsearch will archive are messages sent through the system to a recipient that has been entered as a contact. Example; when viewing your contacts, is the recipient of the email you are trying to locate listed?   If they are, click on their name to select. Then go to the history tab to view the messages:   Unfortunately if the message you are attempting to retrieve was not addressed to … Continued
Flood Zones – Flood Hazard Assessment tool (FHAT)

Flood Zones – Flood Hazard Assessment tool (FHAT)

There are a few tools you can use to obtain Flood Zone data.   Here is a link to the National Flood Insurance Program: http://gis.hawaiinfip.org/fhat/ (this is likely the go-to resource)   We have also placed a link out to the FHAT website directly on the listing form for your convenience. A new window will open to the FHAT site.                 REsearch’s maps include a Flood Zone layer in order to obtain flood zone information:     The TMK Full / DPP section also includes Flood Zone information for Oahu properties:
User Submitted: How do we have the date printed on each doc we print?

User Submitted: How do we have the date printed on each doc we print?

Comments, Questions, Anything: How do we have the date printed on each doc we print?   Answer:  Since all popular browsers have the ability include headers and footers on printouts, REsearch itself does not include that data on reports. Each browser has it’s own steps within the print settings to enable a date footer, here is Chrome’s example: Simply check mark the “Headers and footers” option on the print preview window.  
(MLS) How to enter a listing using Classic Forms

(MLS) How to enter a listing using Classic Forms

Classic Vs. Wizard Classic Forms will simply display the listing entry form. You will choose between saving the listing to your HOLD status or Preview/Release to Active when finished. Wizard Forms include steps; Listing entry, Next step Photos, Next step Addenda, Tours, Next step Save / Release. The “Classic” method of entering a new listing: On the Main Menu, expand the Listings category Select New Listing On the Main Page choose between Classic Forms All Fields or Required Fields.   Enter the subject Taxkey, Create New Listing   Fill out your listing information Click Save to create a listing in … Continued
Facebook, Social Media – Sharing listings (alohaliving.com)

Facebook, Social Media – Sharing listings (alohaliving.com)

Sharing listings to social media sites can be done from our Alohaliving public website. Here is a quick walkthough: Open up alohaliving.com Locate the MLS number search – enter your listing number and run the search Click on the listing to view it Copy the URL of the listing Paste the URL into your Facebook post        
HIR New Member Training (Advanced Session)

HIR New Member Training (Advanced Session)

Notable Settings – Customizing the Search Page Click to view our help guide regarding Customizing the search page Zipforms  Click here for our guide on Zipforms Using a blank listing form to assist with searching    Listing Menu ➧ Listing Form ➧ PDF – Save PDF to your desktop I would prefer you go though REsearch but you may also download the PDF here (current as of Nov 2016) Open the PDF Find Keyword Shortcut: Ctrl + f Once you find your field, you may use Add Fields add it to your search request  
User Submitted: not able to bring up loans or document numbers and all it will give me is building details

User Submitted: not able to bring up loans or document numbers and all it will give me is building details

Comments, Questions, Anything: not able to bring up loans or document numbers and I it will give me is building details   Answer: Customer Format is the culprit. Click here to view our guide: Customer Format (missing sales, owner information)
(mls) Reverse prospecting – finding agents who have prospects that have matched with your listing

(mls) Reverse prospecting – finding agents who have prospects that have matched with your listing

Click here for our single click method. If you have released a listing you may have noticed a message stating there are a number of matches for it.     You may run a Reverse Prospect search in order to contact the agents who have set up prospect searches that matched your listing. The system will not give out prospect information, only a statement saying an agent has a prospect that has matched with the listing.   My example is only going to look for: All time frame matches, No date range restrictions All Prospects for My Listings NO Listings … Continued
User Submitted: Unable to enter exact price values. 45 automatically resolves to 45,000. How can I enter exactly 4500?

User Submitted: Unable to enter exact price values. 45 automatically resolves to 45,000. How can I enter exactly 4500?

Description: I am unable to enter some prices into min price-max price search field. “4” is automatically resolved as 4,000. How can I enter 4,500? Why does it automatically resolve anyway? That’s not a good design. This is a number field and the system shouldn’t care what I want to search for, as long as i enter numbers – it should just do it. This worked a couple months ago. I need the ability to perform analysis and make complex price searches – for example: search from 0-4999 and 5000-10000 and then 10001-15000… I am not able to do this … Continued
(MLS) Location Field – why can’t I edit it, how do I see it?

(MLS) Location Field – why can’t I edit it, how do I see it?

Where does the location field display?   Location shows up on two displays within the MLS. The Dashboard:   MLS one liner     In order to view the Location column on the MLS one liner format, you will need to tell the system to enable it.         Why can’t I edit the Location field? In order to keep the Location field consistent the decision was made to have the data auto filled when a taxkey is entered on listings. You may make changes to this field by contacting Hawaii Information Service. Changes will be limited to … Continued
(MLS) Searching for listings – Pets Allowed?

(MLS) Searching for listings – Pets Allowed?

The Pets parameter is only available on listings that include building information. Click Add Fields locate “Pets” Pets and Pets (Bldg) both pull the same information at this point in time. Previously there was a difference but today they are the same.
(MLS) REsearch 6 Training Videos

(MLS) REsearch 6 Training Videos

This is an archive of recorded live webinar training sessions by our amazing trainers.       Orientation Getting Started Searching Advanced Searching Formats Open House Prospects & Contacts Enter & Manage Listings “Listing Update” & CMA (Part 1) Cloud CMA (Part 2) Farming & Labels Maps I Maps II Customizing ZipForms, Roster Download & Downloading    
(mls) Training Video – Cloud CMA Part II

(mls) Training Video – Cloud CMA Part II

  Cloud CMA Part II – Webinar 12/23/2016 Trainer John Friedman Covers the creation of a CMA report with Cloud CMA; a third-party service that produces well-designed and easily shareable CMA reports at no additional charge. Includes a comparison between CloudCMA and the built-in CMA tool in REsearch.
(mls) Training Video – Formats

(mls) Training Video – Formats

Formats – Webinar 8/8/2016   Trainer – Andrea Peace   Recommended Prerequisite: Getting Started Covers the variety of formats available in REsearch as well as how formats can be combined and customized.
(mls) Training Video – Farming & Labels

(mls) Training Video – Farming & Labels

        Instructor Andrea Peace recorded Aug. 8, 2016. Learn how to use the extensive public records data in REsearch to farm specific territories, create mailing labels for direct marketing, and prepare spreadsheets for additional marketing tasks.
(mls) Training Video – zipForms, Roster Download & Downloading

(mls) Training Video – zipForms, Roster Download & Downloading

Webinar 12/22/2016 Trainer: John Friedman This webinar will be covering the new REsearch 6 system and will cover zipForms, a third-party application used to manage the Hawaii Association of Realtors (HAR) forms, as well as how to work with the REsearch 6 roster, which includes the names and company affiliations of every HIS member. NOTE: You must be a member of a local board such as HIR, KBR or WHAR in order to access HAR forms in zipForms.
(MLS) Alohaliving.com/rentals – Initial login or Forgot password

(MLS) Alohaliving.com/rentals – Initial login or Forgot password

Click here to watch our video walkthrough   If you have MLS access within REsearch, you already have an active account within our rental system. You just need to activate it.   Head over to: Alohaliving.com/rentals Locate and hover over “Login”     From the Login drop down, select “Login to an existing account”     Click on the “Forgot your password?” link     Enter your REsearch user name and click “RESET PASSWORD”     The reset process will be sent to your email address associated with your REsearch account. You will now be able to enter rental listings!   … Continued
(MLS) Searching Remarks

(MLS) Searching Remarks

When searching for terms entered into the remarks of listings, you will very likely want to use wildcards.   The remarks search field is located within the MLS – Details category: You may also use Add Fields to locate these search fields   Using papaya as an example: Searching the Customer Remarks with simply the term papaya will only return two results from the entire system. This is because the system is looking for listings where the very first term in the remarks is papaya.   Using papaya plus wildcards as an example: Searching the Customer Remarks with *papaya* will … Continued
User Submitted: Question regarding unlicensed support staff. How to activate a support account.

User Submitted: Question regarding unlicensed support staff. How to activate a support account.

Comments, Questions, Anything: i sent in the paperwork to add XXXX XXXXX as an unlicensed support staff. She does not show up in our company roster. Please advise.     Q: i sent in the paperwork to add XXXX XXXXX as an unlicensed support staff. She does not show up in our company roster. Please advise. A: In this situation the correct paperwork had not yet been processed, the new office support person’s account had not been activated. In order to create an account for an office support person, our Membership department sent the office Primary contact an email containing instructions and forms to … Continued
User Submitted: Prospects not receiving automatic emails / A direct link from within REsearch to county websites’ parcel information

User Submitted: Prospects not receiving automatic emails / A direct link from within REsearch to county websites’ parcel information

Comments, Questions, Anything: Aloha: I set up a drip for prospects on your site…but nothing happened..neither I or client received properties…could you go through the steps?…other person in office had same experience. Also, is there a way to click on the tmk number and have it link to the county website (see Clark Realty website)…your maps are not good and so one has to have your website and the county’s both open and it is a pain to have to take the tmk from your website and manually put it in the county website.     Q: I set up a … Continued
User Submitted: Active listing contains a for-sale sign on one of the photos

User Submitted: Active listing contains a for-sale sign on one of the photos

Comments, Questions, Anything: this MLS has a rule violation in the photos. MLS XXXXXX     Q; this MLS has a rule violation in the photos. MLS XXXXXX A: The photo in question included a for-sale agent/office branded sign. The listing agent was contacted and promptly removed the image. MLS Rules and Regulations Section 3.05 b Photographic images and video and virtual tours submitted on listing records ….Inclusion of marketing or promotional messages or contact information including phone numbers, email addresses, and web site addresses for any participant or associate subscriber, seller, owner, or other entity is expressly prohibited. Images of … Continued
User Submitted: I would like to reset the DOM, do I need to submit a Certificate to Withhold Property from the MLS?

User Submitted: I would like to reset the DOM, do I need to submit a Certificate to Withhold Property from the MLS?

Comments, Questions, Anything: I’ve been researching the MLS rules, but I can’t find what I need to know. Can you direct me to the answers? 1. If I have a seller who wants to remove the listing from the MLS for a period of time, but leave the listing agreement in place, is this allowed? If so, I’m assuming I will need to provide a “Authorization to Withhold from MLS” document. Answer: If the situation is that there is an existing listing that will be withdrawn, you do not need to submit a Certificate to Withhold Property from the MLS … Continued
User Submitted – There used to be a printout at the top that showed the parameters that were researched, where did it go?

User Submitted – There used to be a printout at the top that showed the parameters that were researched, where did it go?

Question: When doing a CMA, there used to be a printout at the top that showed the parameters that were researched, such as price range, square footage range, bedroom count, age, etc. That seems to have disappeared from the printouts, even when requesting a summary. Where did it go…or more importantly, how do I get it to print for each CMA so I know what the research parameters were for the printout?   Answer:  In order to show the search parameters used to generate the search results, please enable “Show Search Recap” Open the Format drop down Click to the Options … Continued