Please note. If you are sharing the account, updating the default format will effect all users who login with the same user name. Set your selected formats including per page and sort by. My screenshot includes arrows that simply point to selections/changes I made in the Format Drop down. Once you are satisfied, click the blue Save button. Do not make changes in the Name Your Search field. You will overwrite the My Default Format. Click Save. Done. Next time you login your choices will be selected by default.
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.
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
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.
Customizing – Webinar 12/16/2016 Trainer: John Friedman Prerequisites: Getting Started, Searching, Advanced Searching, and Formats. An advanced class to introduce you to customizing the search form.
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.
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.
Webinar – 12/23/2016 Trainer – John Friedman This covers how to prepare a Comparative Market Analysis (CMA) report in REsearch, how to work with report sections, TMK and MLS data integration, and customization of reports.
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.
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
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
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
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
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
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:
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
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
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
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
REsearch will remember a number of your searches and make them easily available within the Search History tab. Each search will be date/time stamped by last use. Click the Run Now button to load the search parameters into the main search page Searches that are re-run will be moved to the top of the list and re-time stamped. The list will hold the last 51 searches. Searches will move off the bottom of the list as new ones are added. Saving searches will add them to your saved search list. These are also accessible from My Saved … Continued
How to import contact information into REsearch: You can import your contacts from other email clients into REsearch. Before doing so, you will need to export your contact information to an Outlook CSV file. Once this is done, follow the steps below to import them into REsearch. If you simply have your contacts within a spreadsheet, please view this guide before moving on. Click “Import Contacts.” Click “Choose File.” Browse your computer to select the xxxxx.CSV file that contains the contact information. Select “how to handle duplicate contacts.” Click “Import.” Note: We do recommend reviewing your Outlook CSV file … Continued
You can import your contacts from other email clients into REsearch. This article illustrates how to export your contacts from Microsoft Outlook and Google’s Gmail into an Outlook CSV file, which REsearch can then import. Export contacts from Outlook 2013 and higher: Done! You now have your .csv file ready to import into REsearch. We do recommend reviewing your Outlook CSV file before importing, as it may contain hundreds of contacts, and this import process cannot be undone. Now you can go back to the REsearch import guide! Export contacts from Google’s Gmail: Login to Gmail through your browser. Done! You … Continued
You may create and add custom pages to CloudCMA reports you create. Access CloudCMA. Once within the CloudCMA site, click on your initials to go to Custom Pages: Name and add a new custom page: (You can also upload a PDF instead of creating the page on CloudCMA. See below the Custom Pages List.) Create your custom page and click the X to close: Your new custom page will now be in the list: Now when creating a CMA or Buyer Tour, you will be able to add your custom pages while in the Customize step:
A property may be listed as residential only if it has a habitable structure with a working water supply system, and a working Board of Health approved and installed wastewater system. Should a property not meeting these requirements be listed as residential, the listing broker shall be responsible for any claims or charges resulting from his/her representing the property as residential, and for fielding and responding to any inquiries from other participants asking for explanation as to why it is being listed as residential. The service is not responsible for verifying the accuracy of information submitted to the … Continued
Zoning data is present on both TMK and MLS data. TMK data contains information provided by the counties. MLS data is auto populated when possible when a listing is created, but it is an editable field and agents can make changes if they choose to do so. On the Main search page: (TMK searches) TMK Detail > Land > Zoning (MLS searches) MLS Detail > Land > Zoning You may also locate the Zoning search fields directly by using the Add Fields tool: Using the Add Fields feature Please click here to view our guide on the Zoning … Continued
Owners above certain ages are eligible for different amounts of exemptions. It is possible to search through the public data by exemption amount. Here is a quick, rough overview of the situation: HOME EXEMPTIONS FOR 60 YEARS OF AGE OR OVER – For those aged 60 to 69, the exemption amount is $80,000. – For those 70 and older, the exemption amount is $100,000. – To obtain the $80,000 or $100,000 exemption, the claimant must be 60 or 70 years of age on or before December 31, preceding the tax year. Home Exemption = Building Exemption Please use … Continued
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 to our … Continued
Customizing the Search Page Click to view our help guide regarding Customizing the search page Search History Click to view our help guide regarding Search History Zipforms Click here for our guide on Zipforms Click here to view our Zipforms MLS Connect walk though 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 … Continued
zipForm MLS Connect: Please watch the official zipLogix zipFormMLS-Connect video below to learn how to use MLS Connect to retrieve listing information and place it directly into your forms. This video reflects the new zipForm website design unveiled in August 2017. For more help with zipForm, you can view additional zipLogix Instructional Videos: https://www.youtube.com/user/zipLogix zipLogix also provides “Academy Learning Paths” for recommended training classes: https://ziplogix.com/ziplogix-academy/learning-paths/ And regular zipLogix Academy Live Training Webinars: https://ziplogix.com/live-online-training/ You can also download this Quick Tips for the New Design Platform as a PDF: https://ziplogix.com/training/zipformplus/zipFormPlus-NewUI-Quick-Tips.pdf You can also review the official zipLogix Product Documentation: https://ziplogix.com/documentation/ The instructions … Continued
A Google Street View icon is available on MLS One Liner and MLS Mid. It is also visible on the Dashboard’s listing activity. The icon appears when a listing includes a complete street address (street number and street name). Simply click the icon to open a Google Street View window. Please note that this window relies on Google’s Street View panoramic image library and Google’s geocoding for street addresses, which may not be accurate or available for every listing address. Here is the Street View icon on the MLS one liner format: Here is the Street View icon … Continued
The Market IQ report has the ability to combine offices in order to produce different reports for brokers with multiple offices. A search must be run by Office ID in order to view the OFFICE ID options. Multiple offices can be shown on a Market IQ Office ID search by entering Office ID numbers separated by commas. In order to combine offices into a single line in a Market IQ report, simply group Office IDs within sets of parentheses.
March updates: Search History! REsearch now remembers up to 50 unique recent searches. Again this is very easy to use. Simply run searches as you normally would. When you would like to reload a recent search, simply click the Search History drop down. You can also directly save your searches from the Search History drop down Saved searches are accessible from the Search History drop down or My Saved Searches Google Street View! Click here to view the quick guide Importing Contact information into REsearch! Click here to view the quick guide Market IQ – Combining offices … Continued
REsearch supports searches via the Map. You can use the “Draw” tools (Rectangle, Circle, Polygon, or Freehand) to draw boundaries on the Map within which to search. But you can also set a boundary within which to exclude matches. This allows you to draw a Map search around a neighborhood, for example, but then specify an exclusion zone around a point of interest that a client wants to avoid. Quick Tip Video – Excluding areas on a map search
Here are the steps to Withdraw or Temp Withdraw a listing – We must first get into the Listings Menu. You may either click directly on the Listings category header or expand Listings and click Listings Menu Within the Listings Menu, Locate and click on the Withdraw button. Enter your MLS number or use the Select Listing tool. Make your choice between Withdrawn or Temp Withdrawn. Click Continue when ready. T/Temporarily Withdrawn There is no pending escrow or purchase agreement on the property, but the property is temporarily unavailable for showing. The listing … Continued
Loan Search Fields / Custom Formats Field Name REsearch tool tip Notes 1st Lender last sale Lender of the first mortgage The “last sale” data fields correspond with sales on the parcel. REsearch also includes refinancing type loans. These would not correspond with a sale and therefore not be classified as “last sale” 1st Loan Amount last sale Amount of the first mortgage 1st Loan Type last sale The current loan type on the 1st mortgage 2nd Lender last sale The Lender of the 2nd mortgage 2nd Loan Amount last sale The amount of the 2nd mortgage at the time of conveyance Loan … Continued
USER GUIDES zipForm® Plus Quick Start Guide http://dl3.zipform.com/training/zipformplus/quickstartguides.pdf zipForm® Plus Agent Guide http://dl3.zipform.com/training/zipformplus/zipformplususerguide.pdf zipForm® Plus Broker Admin Guide http://dl3.zipform.com/training/zipformplus/zipformplusbrokerguide.pdf TRAINING HANDOUTS zipForm® Plus Beginning Training http://dl3.zipform.com/training/zipformplus/basics.pdf zipForm® Plus Advanced Training http://dl3.zipform.com/training/zipformplus/advanced.pdf TRAINING VIDEOS https://www.youtube.com/c/ziplogix
The REsearch Appraiser Report is available in two locations within the system. 1. Directly from the Dashboard – Use this only if you have previously gathered the exact MLS numbers you would like to generate a report on. 2. Search results – run a search, pull the MLS numbers on the results page into the Appraiser Report. Run a search, view a list of listings you would like to see on your report Click the More button located at the bottom of the window. In the window that opens up, locate Appraisal Report and click “Page/Checked/Not” (depending … Continued
How often is the Taxbill / Owner information updated? Taxbills are updated along with sales. Sale information is picked up by our TMK department every Thursday. The sale along with the new owner information will usually be entered into our system within a week of us receiving it. The sale information is made available to us approximately 2 weeks behind the actual sale/recorded date. Other updates to Taxbills are updated annually on July 1st (annual taxes). For example, name changes or address changes do not generate forms made available to us. *Feel free to … Continued
When agents run a reverse prospect search or receive a notification regarding a prospect from the system, a Prospect ID might be the only information provided. In order to view which of your prospects this ID is attached to you may run a Prospect ID search: Agents may only search their own prospects’ IDs.
January 2018 Mostly making progress on the upcoming features to be integrated into REsearch. Co-Listors are now able to update photos even if they are in a different office than the primary listing agent. December 2017 Reverse prospecting – which agents have prospects that match your listing? Alternative method (single click) November 2017 Prospect matches are now very easy to view – no need to actually run the search October 2017 External helpful links – Main Menu September 2017 MLS Mid – Map now opens to a new window when clicked … Continued
When on the search page you will see a Search History tab up at the top: REsearch will remember the last 50 unique searches and include a time stamp of the most recent run. Clicking the Search History tab will open up a Recent Searches window: You may also save searches from this window: The saved search will be displayed within the Recent Searches window (as long as it doesn’t get bumped off) and also accessible from your My Saved Searches.
When viewing individual TMKs on certain formats you may see a link “OPEN COUNTY SITE” Formats that include the county link: TMK Short TMK Full Clicking an “OPEN COUNTY SITE” link will attempt to open that parcel’s link on it’s county website. Example: Taxkey 3-1-1-1-1 would attempt to open the Hawaii County property tax site Taxkey 1-1-1-1-1 would attempt to open Honolulu property tax Etc. Feel free to use these links to double check information. We have also attempted to link to the building permit websites. Honolulu – direct links to the permit data Maui – Link … Continued
May 2017 – REsearch’s New Features Listing entry form – Residential and Condo Listings now require a selection on the “In use as Short Term / Vacation Rental” field. Listing entry form – Condo Listings include 2 new additional required fields: Management Company and Mgmt Co. Office Phone. Open houses – The Open House data is once again being fed outside of REsearch. You may view Open House data on sites such as: Alohaliving.com Contact Email tool – Alphabetical sort has been added for easier management. Dashboard – The Latest Listing activity, Open House, Prospects, … Continued
Within REsearch simply click to the Open Houses tab on on the Dashboard: The Open House data is also being fed to the alohaliving.com website: The Open House data is being included in all RETS feeds. It is up to each site receiving the data to display the Open House data as they choose to.
Leave me some feedback regarding my visit – Click here Forgot password? Link to our guide Dashboard, Listing Activity action buttons Link out to the County property tax website: Link out to the Building permits (Real Property Tax) Download Building Sketches Google Street View link, Settings – Modal window Vs. New Full Window Select Recipient sort – Emailing from REsearch Mortgage Estimate Tool Click to view the guide Kailua-Kona! Link out to the State of Hawaii, DLNR, Flood Hazard Assessment Tool Link … Continued
6/16/2017 Link to the password change: https://mail.hisemail.net:8443/login_up.php3
Aloha! Thanks for attending my training session. Please feel free to send us some feedback. Of course this is totally optional and you may even choose to keep it anonymous. Required fields for the form submission are noted by the red asterisk.
Quick Tip Video – Creating a prospect from Search for Listings When you save a search from the “normal” search page, you now have the option to save it directly to a prospect (or create a new prospect). Enter your search parameters Click Save Search Select “Save as a prospect search” Now you will either create a new prospect or save to and existing one 5A. If Selecting NEW CONTACT simply fill out the form and save. 5B. If Selecting an existing contact you may simply click Save (you may also double check the notification schedule) … Continued
Hello everyone! Leave me some feedback regarding my visit – Click here Latest Enhancements – Create a Prospect search directly from the Search for Listings page Contacts – Prospect tab: Interface Update Five years of tax history now available on various TMK formats: Addenda file size limit has been increased from 2MB to 5MB Larger photos are now available on listings! Mortgage Estimate Tool alohaliving.com Open house list Flood Zone and Lava Zone, Searching and Displaying REsearch usage tips – Customize the Search Page Saving and loading a saved search CloudCMA – Creating a buyer tour … Continued