Hilo – Client Portal Workshop 1/29/2019

Hilo – Client Portal Workshop 1/29/2019

Aloha, Thank you for attending the HIR, HIS Client Portal workshop! We hope it makes interacting with your clients just a little bit easier. Included is a detailed recap of our session and a couple of other tips we might not have had time to cover.   Section 1a – Adding a Prospect Search to a Client Portal Section 1b –Sending search results to a Client Portal Section 1c – Tips Section 2a – Accessing the Portal Admin Section 2b – Accessing the Portal Admin – Portal Preferences Section 2c – Tips Section 3a – Your Default Branding Section 3b – Your Default Notification … Continued
User Submitted: Hi – if 2 agents are working with a buyer can we split that on the MLS when it closes? I know we can do for listings, I want to make sure we can do for buyer side too. Thank you,

User Submitted: Hi – if 2 agents are working with a buyer can we split that on the MLS when it closes? I know we can do for listings, I want to make sure we can do for buyer side too. Thank you,

Comments, Questions, Anything: Hi – if 2 agents are working with a buyer can we split that on the MLS when it closes? I know we can do for listings, I want to make sure we can do for buyer side too. Thank you,   Answer: As the listing agent, when reporting a listing as sold – Enter the first buyer’s agent’s ID Locate and click the “Additional Agent(s)” button Enter the 2nd buyer’s agent’s ID Click Next Manually enter the percentage split or click the “Split” button to have the system automatically split the 100% evenly. Click Finished when … Continued
Kauai – Client Portal Workshop – Handout + Details

Kauai – Client Portal Workshop – Handout + Details

Aloha, Thank you for attending the KBR, HIS Client Portal workshop! We hope it makes interacting with your clients just a little bit easier. Included is a detailed recap of our session and a couple of other tips we might not have had time to cover.   Section 1a – Adding a Prospect Search to a Client Portal Section 1b –Sending search results to a Client Portal Section 1c – Tips Section 2a – Accessing the Portal Admin Section 2b – Accessing the Portal Admin – Portal Preferences Section 2c – Tips Section 3a – Your Default Branding Section 3b – Your Default Notification … Continued
Kona – Client Portal Workshop 2/11/2019

Kona – Client Portal Workshop 2/11/2019

  Aloha, Thank you for attending the WHAR, HIS Client Portal workshop! We hope it makes interacting with your clients just a little bit easier. Included is a detailed recap of our session and a couple of other tips we might not have had time to cover.   Section 1a – Adding a Prospect Search to a Client Portal Section 1b –Sending search results to a Client Portal Section 1c – Tips Section 2a – Accessing the Portal Admin Section 2b – Accessing the Portal Admin – Portal Preferences Section 2c – Tips Section 3a – Your Default Branding Section 3b – Your Default … Continued
(MLS) – How to report a sale -AND- How to add additional buyer’s agents

(MLS) – How to report a sale -AND- How to add additional buyer’s agents

Changing the status of a listing into Sold –   From the main menu locate the Listings category Option A – Select “Report Sale” Option B – Select “Sale” from within the listings menu     Enter your MLS number or use the Select Listing tool   Verify you are working on the correct listing Select “Sold”   The Sold information input form will display The Red Arrows in the screenshot below indicate a required field when reporting any sale. *“Property Sold As Type” is only applicable if the listing was initially created with multiple property types. Click Update to … Continued
How to save search results – Client Portal

How to save search results – Client Portal

Aloha, After you run searches within your Client Portal you may also save those search results as a collection of listings. Enter your search to narrow down the listings you would like to save. Locate the “Save Search” button Give the collection a descriptive name Confirm the save by clicking the “Save Search” button below   Your newly Saved collection of listings will now appear on your Client Portal homepage   Please note, you are saving the collection of listings you narrowed down as search results. You can then easily revisit these listings by clicking on the collection. Saving the … Continued
(MLS) Client Portal – Client only features

(MLS) Client Portal – Client only features

When viewing your client’s portal through the Portal Admin, there are certain functions reserved only for your clients.   The system will notify you when attempting to perform certain actions while viewing your client’s portal (that’s probably how you got to this help page…)   All three of the rating actions are reserved for your client. Rating listings should only come from your client for more accurate selections.   A couple of other things to note regarding Portal Admin view and Client’s viewing their Portals – While viewing Client Portals through your Portal Admin, you will see “Viewing Portal for” You … Continued
2019 – REsearch’s New Features and Enhancements! – 2019

2019 – REsearch’s New Features and Enhancements! – 2019

  January 2019 Paul Brewbaker’s latest Hawaii Island presentation is now available within REsearch   Agent phone numbers have been added to the quick prospect match report All prospects matches are now available to be viewed within the quick prospect match report (previously it was limited to a number of matches) Exhibit A – Update Listing   Previously, when viewing the History of a listing in Preview status, changes made while in Hold Status were visible. Now listings in Preview status have the changes made while in Hold status hidden, similar to Active, Contingent, Sold, etc.   Market IQ – … Continued