Firefox – choosing how a PDF is handled

Firefox – choosing how a PDF is handled

Other browser PDF help click here   How to tell Firefox which method you would like to view an opened PDF file. In order to choose another program besides Chrome to view a PDF, a PDF viewer program must be installed on your system. Ex: Adobe Reader Foxit Reader (Microsoft) PDF Reader (Mac) Locate in the upper right corner, click the Firefox menu button Within the Menu click Options Within Options click Applications In the Content Type column, locate Portable Document Format (PDF) – Using the drop down make your selection. Done.          
Settings – Map Layout

Settings – Map Layout

Within settings you do have the ability to place the map in one of four quadrants:   Locate Settings in the Main Menu and click on it     Within the Settings menu locate and select Map Layout     The Map Layout selection will show. Simply click on your preferred layout and click Save Changes when finished.
Internet Explorer – choosing how a PDF is handled

Internet Explorer – choosing how a PDF is handled

Other browser PDF help click here   *Adobe Reader is required to be installed in order to view a PDF within Internet Explorer’s browser window. How to tell Internet Explorer which method you would like to view a selected PDF file. Click the Gear icon located in the upper right Select Manage add-ons from the drop down menu     Enable should display the PDF within Internet Explorer. Disable should trigger a download and open the PDF within Adobe Reader.  
Overview of Contacts

Overview of Contacts

About Contacts The Contacts section contains information about the contacts you have entered into REsearch. Here you can store and access any information that has been recorded. The Contacts section works closely with the Prospects section. Contact List 1. Click Directly on Contacts or expand the section then click Contacts to open the Contacts Section 2. This section allows you to sort your contact list. Click on a letter range to sort by last name. Click All to display all. 3. The Magnifying Glass indicates if a prospect search has been entered for that contact. 4. Click New Contact to … Continued
(TMK) TMK Essentials – Training videos and links

(TMK) TMK Essentials – Training videos and links

Welcome to TMK Essentials Within this page you will find links to videos we have created as well as links to specific guides. The section headers are links to the videos. Links within each section will open the specific guides. You may also click on the time stamps next to various sections to jump to that part of the video Comments on the Youtube videos have been disabled. Please feel free to leave comments at the bottom of this guide. Click here for the full playlist If you are experiencing issues viewing the videos on Youtube, we have also uploaded … Continued
Customizing the search page – Field group categories (color decoding)

Customizing the search page – Field group categories (color decoding)

When customizing your search screen you will notice each field has been color coded. You my view the key for these colors by clicking the Show/Hide Field Groups drop down. You may remove check marks in order to hide entire groups to make locating fields easier.     Pink, Orange and Gray represent MLS data   Everything else is TMK (public record) data It is important to know which type of search field you are using in order to get the expected results. It is especially important when searching for TMK data. For example: When “accidentally” using an MLS field … Continued
(MLS) Listing Status – Preview (bullet points)

(MLS) Listing Status – Preview (bullet points)

REsearch 6 includes a new listing status: Preview Here is a link to the bulletin that was initially sent out giving an overview of what a Preview listing is: https://hawaiiinformation.wordpress.com/2015/09/30/new-preview-listing-status-in-research-6/   Definition of P/Preview: There is a valid listing contract between the seller and the listing broker, and there is no pending escrow or purchase agreement. The property is not yet ready for marketing to the public. The property may not be available for showing.   The bullet points: Will be viewable and searchable by other participants of the MLS Will display in the Dashboard Listing Activity   Will not … Continued
Customer Format (missing sales, owner information)

Customer Format (missing sales, owner information)

The most common reason owner and sales information is “missing” would be the Customer Format option. This is especially common with shared accounts as one user may have accidentally saved Customer Format as default.     While looking at search results or data sheets, the Customer Format option is located within each action button:     Customer Format can also be set before the search is executed. This is also where it can be saved as a default. Click the Format drop down Click to the Options tab Check/Uncheck Customer Format     Click to see our guide on saving … Continued
Settings – Dashboard refresh

Settings – Dashboard refresh

The latest listing activity feed located on the Dashboard is set by default to automatically refresh every 5 minutes or every time you leave the dashboard and click back to the dashboard. Located within Settings you may choose between Manual or Automatic listing activity refreshes.   Click Settings located at the bottom of the Main Menu Locate and click on Dashboard Refresh Make your selection. Click Save changes   When choosing “Only refresh the dashboard on demand” you will need to click the Refresh button. The data will not refresh on its own.   
(mls) Listing Status guide

(mls) Listing Status guide

This information has been taken directly from the Rules and Regulations, Article II Definitions and Usage “Status” means the listing’s status with regard to pending escrow or purchase agreement, availability for showing, and expiration of the listing record on the service’s system. The following statuses have the meanings given to them here:     A/Active The property is available for immediate showing, and there is no pending escrow or purchase agreement. The listing will automatically expire according to the expiration date in the system. T/Temporarily Withdrawn There is no pending escrow or purchase agreement on the property, but the property is … Continued
Summary format – Adding a Highest, Lowest, Average, Median, Mode report to your search results

Summary format – Adding a Highest, Lowest, Average, Median, Mode report to your search results

The Summary format can be added to your search results. When used the Summary format will be appended to the bottom of the search results page. It will provide you with a report of all prices. Example Summary of Sold listings: # = Number of listings being summarized Median = The halfway/middle number. Not a calculated overall average. If the amount of values being calculated are even, the median is generated by taking the average of the two middle values. Mode = The most often repeated value. (SP to LP = Sales Price to List price)   Add the Summary … Continued
(MLS) How to copy / relist a listing – New MLS number (DOM reset)

(MLS) How to copy / relist a listing – New MLS number (DOM reset)

In situations where you would like to relist a property and would like to copy the Exhibit A from a previous listing, please use the Copy function. Examples of when Copy listing may be useful: – You are relisting an expired or withdrawn listing. – You are in the process of getting a DOM reset (more info on a DOM reset). Step 1. Locate and have your previous MLS number handy. Step 2. Enter the Listings Menu. In the main menu either click directly on Listings or expand the section and click on Listings Menu. Step 3. Within the Listings … Continued
(MLS) Deleting unwanted listings

(MLS) Deleting unwanted listings

Please note, only your listings that are still in HOLD status are eligible for deletion. Once a listings goes into Active or Preview, they are only allowed to be withdrawn. Deleting a listing will completely remove it from the system. You will no longer be able to search for and view any part of the listing. How to delete a listing: From the Main Menu click directly on Listings or expand the section and click on Listings Menu.   2. Within the Listings Menu, locate and click on Delete   3. Enter the MLS number or click Select Listing to see … Continued
(MLS) How to release a listing to Active or Preview status

(MLS) How to release a listing to Active or Preview status

Listings can be created and directly released to Preview or Active (or saved to Hold). Hold listings can be released to Preview or Active Preview listings may be released to Active It is not possible to go backwards, Active listing may not go back to Preview or Hold. Preview listings may not go back to Hold.   Step 1a – Proceed to create a new listing and fill out the listing form as you normally would. Step 1b – If a listing already exists and is on Hold, click on Release Listing   1b You may either use Update Listing or … Continued
(MLS) My listing expired, how do I change the status back to active?

(MLS) My listing expired, how do I change the status back to active?

When a listing expires the process to get it back to active is to do a Back on Market. On the main menu click directly on Listings or expand the section and click on Listings Menu Within the Listings Menu locate and click on Back on Market   Use the Find tool or enter the expired MLS number. Click continue when ready.   Enter the new expiration date and click Update when ready. Success! This process keeps the original MLS number and will continue the Days on Market for the listing If the goal is to reset the Days on … Continued
(mls) Virtual Open House Guide

(mls) Virtual Open House Guide

What is a Virtual Open house? HIS defines a Virtual Open House as a Scheduled, Live, Agent-led presentation over various applications on the internet. What is the difference between a Virtual Open House and a Virtual Tour? Virtual Tours are on-demand, unbranded, unattended presentations. Virtual Open Houses are scheduled, agent-led, with no restrictions on branding. What is the difference between an Open House and a Virtual Open House? Open houses traditionally allow the public physical access to the subject property. Virtual Open Houses do not allow the public to physically be at the subject property. How do I host a … Continued
New Prospect – creating a new contact and prospect search

New Prospect – creating a new contact and prospect search

In order to create a new Prospect you will first need to create a new Contact. On the Contact Details section fill out as much information as needed. The most important fields are First and Last Name and Email address. You will not be able to create a Prospect Search without an Email address. Click Save Contact when finished. When the page refreshes, you are ready to enter in your prospect search. Click here for more instructions: Turning a contact into a prospect
Viewing my Prospects’ auto email history

Viewing my Prospects’ auto email history

REsearch keeps a history of emails sent to any prospects you have entered into the system. In order to view historic emails please follow this guide. Click on Contacts Locate the Prospect you would like to work on. Click on their name. In the main section click to the History Tab Click on the Subject line of the message you would like to view. You can now review what has been sent. You may also click the Resend button to resend the message.
Cloud CMA – creating a Cloud CMA report from search results

Cloud CMA – creating a Cloud CMA report from search results

Run a search within REsearch and view your search results. Click on the More button   In order to create a report with all search results select Cloud CMA – Page.   A new window opens to cloudcma.com All MLS numbers are auto populated in the “exactly what you want” box     You may also place check marks on listings in order to be selective on the search results.
(MLS) How to change my email address, phone number, contact information

(MLS) How to change my email address, phone number, contact information

Agents are able to change their profile information within My Profile. Expand the REtools section Click on Update my Profile 3. Within the My Profile page, make any updates to your information. 4. Make sure you save your changes In order to change the phone number seen on listings please also select the correct preferred phone number
Format – Loans | Loan Type / Loan Lender Type

Format – Loans | Loan Type / Loan Lender Type

    Loan format example:   Loan Type Assumption Assuming an existing mortgage Agreement of Sale A contract for deed is used as owner financing. The Seller retains title to the property until Buyer satisfies agreed amount Balloon Are short term mortgages. Most balloons have a term of 5 to 7 years. Building/Construction Loan Covers the cost of land development and building construction New Conventional Interest rate does not change during the entire term of the loan Conventional Blanket A loan on two or more pieces of property Credit Line or Equity Line A loan taken out on the equity … Continued
Prospect search expiration – 180 days

Prospect search expiration – 180 days

Your prospect searches need to be renewed once within every 180 days. HIS will send auto reminder emails to your agent email address at designated days that include easy one click renewal links. Reminders are sent on: day 145 – The following prospect(s) has been in the system for 145 days. They will automatically be dropped from the system in 35 days unless you renew it by clicking on the link(s) provided or updating the prospect’s search in REsearch. day 170 – The following prospect(s) has been in the system for 170 days. They will automatically be dropped from the system in … Continued
Locating an Agent’s license number, HIS ID, Office ID, Office License number

Locating an Agent’s license number, HIS ID, Office ID, Office License number

Within REsearch agents are attached to a few identifying numbers. HIS ID License number Office ID Office License number When an agent’s account is created our membership department will usually assign their username to correspond with their current license number. The digits within the username is also known as their HIS ID. License numbers can change. HIS ID’s cannot change. HIS ID’s should be thought of as different from a license number. HIS ID’s are a way for the system to track an agents history within the MLS system. You can find all of your history using your HIS ID from … Continued
(MLS) Default Format – saving My Default Format

(MLS) Default Format – saving My Default Format

1. Within Search for Listings open the Format drop down 2. Make your selections on the format/formats you would like to be used by default. (you will likely not be using the same check marks as my example. This is just showing that you can place as many check marks as you wish)     2a. [optional] You may also change your PER PAGE and other options. (please note, the higher the per page is set the longer the results will take to display. This is especially noticeable when using the Full formats and/or multiple formats are selected)   4. … Continued
(mls) Photos – Deleting a broken photo

(mls) Photos – Deleting a broken photo

Here is the step by step process on deleting and re-uploading images within REsearch 6.0. Deleting the broken image Step 1. Expand the Listings category and select Manage Photos Step 2. Enter in the MLS number Step 3. Read the agreement text and check mark I Agree (if you approve). Click Continue when ready.      Step 4. Locate the file to be removed. Remove all images that do not display properly in this preview section. Click the Delete button. Step 5. Click the Save All button to save the changes you made.     Once the file is removed … Continued
(TMK) Formats – The difference between formats

(TMK) Formats – The difference between formats

When running a search you have a few choices as to what your search results will look like. The “main” formats will be one of the four TMK formats.   This guide is designed to give you a quick reference of the different TMK formats available. Please select the format which best matches your current need or if you just like the particular layout.     Example: TMK (TMK one liner as we call it in the office) This is the best choice when viewing broad searches, faster result display time, easy to scroll though.   Example: TMK Quick Also easy … Continued
Sale Grantee search (Owner/ETAL)

Sale Grantee search (Owner/ETAL)

“Missing” owners in the owner section of the TMK data will likely be found in the Sale Grantee section.      Here are the steps to run a Sale Grantee search. The Sale Grantee search field is located in the main field page under the People section. Simply expand the People section and use the Sale Grantee field.   Enter your search as Last, First name. You may also locate the Sale Grantee search field with Add Fields   ETAL  =  Et al. =  Short for et alia, a Latin phrase meaning “and the others”. Example:        
(TMK) Why is the owner information missing? – Customer Format

(TMK) Why is the owner information missing? – Customer Format

A common issue we come across on shared accounts is “missing owner information.” REsearch includes the ability to hide owner information and sales data. Customer Format, when selected, hides owner information and sales data. Customer Format is located in two locations.   Search Results: When viewing search results click on any action button. Within the button’s bubble, customer format can be checked / unchecked     Options (Before running the search): Click the Format drop down Within the Format window, click to the Options tab Select / Unselect Customer Format       If you have just logged on and … Continued
Print, Copy, E-mail, PDF; Action buttons Page/Checked/Not Checked – 6.0 Vs 5.1

Print, Copy, E-mail, PDF; Action buttons Page/Checked/Not Checked – 6.0 Vs 5.1

The process and options when using the Action buttons in REsearch 6 is very similar to REsearch 5.1 Users are still presented with the choice of working with the entire page or with only their selected results. The difference is the individual buttons have been moved out of the single Action Menu.
How do I set how PDFs are handled in my browser

How do I set how PDFs are handled in my browser

A few of the documents you can obtain through REsearch will be in a PDF file format. The method of displaying these files are largely up to your browser. Your browser may be set to show the contents within it’s own window or it may be set to download the file into your downloads folder and open it with a PDF viewer program. Here are guides on choosing how a PDF will be displayed; Chrome – Choosing how a PDF is handled Firefox – Choosing how a PDF is handled Internet Explorer – Choosing how a PDF is handled Safari – Choosing … Continued
(TMK) Create a CMA

(TMK) Create a CMA

1. From the Main Menu select Create a CMA   2. A. Enter in your subject property’s taxkey. B. Enter your desired date range C. Enter in the Personalized information   3. Click Search Now to see your results. Example CMA report:   4. Feel free to add other search parameters to narrow down the search such as beds, bath, etc.   Tips:  – Personalize is not required and can be left blank. – When entering in your subject taxkey please note the auto filled information box. If you are using a residential property the system will automatically take the … Continued
Building Details: LLLA

Building Details: LLLA

Floor Area – LLLA: Lower Level Living Area We were told that the LLLA refers to living areas below the front door. This does not always seem to be the case though. For clarification please call your subject area’s official assessor.  
MLS Quick / MLS Book – usage, printing, etc.

MLS Quick / MLS Book – usage, printing, etc.

MLS Quick – Four per page and MLS Book – Two per page These formats are designed to fit on a standard letter sized printout while in Customer Format. Before you print, simply select Customer Format. Please do not mix the MLS Quick or Book format with other formats. The system will allow mixing but the printing cannot follow the intended format when used with other formats.
Contacts – Printing / Exporting / Downloading from REsearch

Contacts – Printing / Exporting / Downloading from REsearch

REsearch has the ability to generate spreadsheets and CSV files from most of the data in the system. This includes all contacts you may have entered.   Step 1. Locating Search My Contacts Expand the Search category, Select Search My Contacts   Step 2. Entering the search parameters You may enter specific search parameters into the search fields or In order to search ALL your contacts please use the wildcard in one of the name fields.     *At this point you may simply run the search and view the search results. You may then print, email, etc.   Step … Continued
(TMK) Building Details section of TMK formats

(TMK) Building Details section of TMK formats

  All Building sections are provided by the various counties’ property tax offices. This includes Building Details, Building Sketch, Residential Building Additions, Other Building Improvements and Building Permits From Real Property Tax. Floor Areas are calculated per the Residential Additions.   Building permits displayed on TMK Full formats also come from the tax office. These permits are sent to the tax office by the DPP. As far as we can tell, only permits that will effect property tax are sent to the tax office. For a full report of permits please use the Permit Format.
(TMK) Guide collection

(TMK) Guide collection

*under construction* Browser Configuration Best Browser Configuration – Trouble shooting issues on your computer   Terms, Abbreviations, definitions Tenure – Type of Ownership held by the current owner TMK Sale Instrument Codes – Deed, Lease, Sub-Lease, etc. PITT Codes – Tax classification Building Zoning Codes – Allowed use DPP Zoning – CZC/LUO explained Building Details, LLLA – Lower Level Living Area   Understanding Search Results Formats – The difference between the TMK Format choices Where does the data come from? Property Basics – Property basics sections broken down Sales – BOC documents Building Details – Bldg Full format, Sketch, Additions, etc. Loans – obtained from … Continued
Bathrooms – decoding MLS one liner’s details

Bathrooms – decoding MLS one liner’s details

When viewing the MLS one line of data the type and count of the Bathrooms have been condensed to help fit more data on the single line. We could not go with the assumed .5 or .25 for half and quarter baths as this would cause problems when there are more than one.   Our example listing is as follows: This translates to:     When quickly looking at our MLS one line example we know this listing’s details are: 100 interior sqft 5 Bedrooms 7 Full or 3/4 Baths 3 Half or Quarter Baths   If you are logged … Continued
Safari – choosing how a PDF is handled

Safari – choosing how a PDF is handled

Other browser PDF help click here Copied and pasted from helpx.adobe.com https://helpx.adobe.com/acrobat/using/display-pdf-in-browser.html   Apple Safari To view PDFs with Safari, you can do one of the following: Set Safari preferences to use Adobe Reader plug-in Disable AdobePDFViewer plug-in to use the default Safari PDF viewer Set Safari preferences to use Adobe Reader plug-in to view PDFs Launch Safari, and then choose Preferences.   In the Preferences window, choose Security and then click the Website Settings button for  Internet plug-ins.   Now select Adobe Reader in the list of plug-ins. Under the option When visiting other Websites, in the drop-down list, choose … Continued
(MLS/TMK) Customize the search page – search fields

(MLS/TMK) Customize the search page – search fields

  REsearch allows you to choose which search fields are displayed when using the search. Feel free to move, add, and remove any field you desire. This is the main button you will be looking for:   +Video+ Customizing your search fields (the basics):     +Video+ How to reset your search page, roll back any changes +Video+ Customizing your search categories     **Please click the Show/Hide Field Groups drop down in order to view which color corresponds to which type of search field you will be adding. Knowing which type of search field you are adding is very … Continued
(MLS) Virtual Tours – Attaching new / updating / deleting

(MLS) Virtual Tours – Attaching new / updating / deleting

Here are the steps to take within REsearch once you have the a link to your virtual tour   1. In the Main Menu click on Listings or expand Listings and click on Listings Menu       2. Within the Listings Menu locate the Manage Photos & More category Click on Tours     3. Enter your MLS number or click Select Listing and then select your MLS number Click Continue   4. Review the entry page. Click on I Agree after reading the tour agreement Type in or paste your tour URL Click Update when finished     … Continued
How to I find out average Days on Market in REsearch?

How to I find out average Days on Market in REsearch?

The short answer: use the Summary format. Link to our Summary format guide Agents my use the method below to have REsearch automatically calculate various formulas on search results. 1. Within the format drop down please use MLS and Summary formats 2. Enter your search parameters. Our example will be looking for Active, Residential, on Kauai (4-5-4-5) 3. Run the search and scroll to the bottom of the search results. The summary format will be placed at the end of the search results. The Summary format can be used with all statuses If running a search of Sold listings the … Continued
Chrome – choosing how a PDF is handled

Chrome – choosing how a PDF is handled

Other browser PDF help click here   How to tell Chrome which method you would like to view an opened PDF file. In order to choose another program besides Chrome to view a PDF, a PDF viewer program must be installed on your system. Ex: Adobe Reader Foxit Reader (Microsoft) PDF Reader (Mac)   1. type in chrome://plugins in the URL bar of Google Chrome 2. Disable Chrome PDF Viewer Done. Now PDF files will be downloaded to your download folder. Depending on your computer’s default PDF program the file may or may not automatically open. You can always double … Continued
(MLS/TMK) Customize REsearch Email – Create/Edit my email signature

(MLS/TMK) Customize REsearch Email – Create/Edit my email signature

When sending emails from REsearch you do have the ability of creating an automatic signature as well as a couple of other options.   The Customize REsearch Email tool is located within Settings. At the bottom of the Main Menu locate and click on Settings. Within the Settings Menu click on Customize REsearch Email.     3. Click the Edit button on the particular section you would like to work on.   4. Enter/Edit your information, feel free to stylize using the tools provided. Use the hover help to identify each tool’s purpose. A = Insert Agent Head Shot we … Continued
(TMK) Property Basics section of TMK formats

(TMK) Property Basics section of TMK formats

Where does the data come from?   Example of the Property Basics (Top portion) of a TMK Full. Situs address – The DPP assigns the parcel this address and sends it to the tax office. We gather the data from the tax office. (any discrepancies seen on the county site need to be corrected with the DPP) Owner, Tax Payer, Tax Bill address – When a parcel is initially created this information comes from the Conveyance Tax Certificate (P64). If any changes are made, such as a name change, the updated Conveyance Tax Certificate is given to us annually. Changes … Continued
(TMK) Sales section of TMK formats

(TMK) Sales section of TMK formats

Sale information is obtained from the Bureau of Conveyances and is updated almost daily.   Example Sales section    Date of Recording – This is the date searched when using Sale Date search fields within REsearch.  Sale Instrument – How the property was conveyed. Ownership transfer type.  Sale Grantee  Sale Price  Document number DOC – LCD – Land Court Document TCT – B/P – Book / Page     Which search fields to use? Sale Date Sale Date – searches entire sales history regardless of dollar amount Last Sale Date – search sale history by the date of the last … Continued
Seller would like to withhold a listing from the MLS

Seller would like to withhold a listing from the MLS

In cases where you seller would like to withhold the listing from the system, we do need a form filled out and sent back for our files. Here is a link to our Certificate to withhold from MLS form (PDF) Please fill out the form and send it back to us. Fax: Direct Oahu: 536-6499 Outer Island: 1-888-628-3121 Email: membership@hiinfo.com support@hiinfo.com Mail: Hawaii Information Service 680 Iwilei Road #670 Honolulu, HI 96817.