Flexmls Fundamentals – Intro to Flexmls

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Your trainer

Amy

Amy is a Fargo, ND native. She hails from NDSU with a degree in Political Science. She joined FBS in 2019 as a Trainer via the United States Senate. She is eagerly learning the system and enjoys sharing knowledge, tips and training expertise with new and current users of Flexmls. In her off hours, she is a boy mom/hockey taxi, enjoys MN lake life and loves yellow labs.

Good afternoon everyone and welcome to a webinar highlighting some of the basic and most frequently used functions when working in Flexmls.

My name is Amy Long and I am your Flexmls trainer today. I’m joining you from the cold of Fargo, North Dakota and I hope I find you all doing well wherever you may be hopefully in a much warmer place. Okay the intent of this webinar is to highlight some of the basic yet essential functions of Flexmls.

We will review and hopefully for a lot of you you’ve had the opportunity to use the system before. You might be a little bit new to using the system understandably, so this will hopefully offer some helpful information. And if you’re a more seasoned user, some of this might be a little repetitive for you, but hopefully you’ll find some good information in kind of a refresh session.

So whichever type of user you are, I do hope that we provide some helpful content for you today. We are going to review where you’re going to find all your functions, which would be under the menu. So I’ll show you how to get to the menu, where you find that in the system, and how you can locate those functions.

I’m also going to show you how to favorite certain functions that you use most often in what’s called your favorites bar. And that’s really nice, to allow for just a little bit of time saving in your workday and just a little bit more convenience while you’re working in the system. Then we’re going to get into just a little bit more information about conducting a quick search.

Once we’ve got our search criteria put together, we’ll take a peek at those results and what we can do with those results. And then I’m going to show you how you can save your search and send out attach it to a contact, send out a subscription, all in kind of one felt swoop, so to speak.

And then towards the end of today, I’d like to just take a peek into the ad listing module, which is a fairly straightforward process, but I would like to highlight some of the features in that system, where you will go once you have an incomplete listing to add pieces such as photos, documents, that sort of thing, and then try and take a peek into a real listing and look at the change listing screen as well.

So we hope to accomplish a lot in about forty five minutes. So we’ll see how that goes. All right. Let me now kind of switch out of here and I’m going to switch into Flexmls. And this is what we call our home dashboard and it’s kind of a home base of sorts.

The menu is going to be located on the left side of your screen just under what I call the home button or this blue Flexmls button. No matter where you’re working in the system, so just as an example, I’m going to click on hot sheet. Let’s say we wanted to run a hot sheet real quick. I’m not gonna worry about the hot sheet right now.

The intent of what I’m gonna show you is if I click on this blue Flexmls button, I’m gonna be brought back to what’s called my home dashboard. So if you’re ever wondering how to get back to that home area, this blue home Flexmls button will bring you there.

Just below that button is the menu, and when I click on menu, I am going to have a whole screen pop up for me, and here I’m able to see all of the functions that are available to myself as a user. So with this, I can take a peek if I know exactly what I’m looking for. Maybe I want to use the search feature at the top, the search bar.

So let’s just, I’m going to use keyword search, and now anything that has search associated with this under the menu will populate and I can kind of look further for what I’m what I’d like to access.

If you and this is helpful if you know exactly what you’re looking for If you’re not quite sure and you just kind of want to browse a little bit, you can certainly just use your mouse to scroll up and down in this menu and take a peek at all of the items that are available. So two different options to kind of accomplish the same goal.

With that said, now I’m going to show you how you can add, one of these functions or a bunch of functions, just depending on what you want to do, to what’s called your favorites bar. And this is where my favorites bar is located.

Currently, I have four functions saved in my favorites bar. And this for me changes all the time depending on the type of training that I’m doing. So for the purposes of this webinar, I’m going to show you where you can find all of your saved searches later and kind of the main hub for your subscriptions. But as well, I’m going to add add listing to my favorites bar, and then I’m going to add change listing to my favorites bar.

And you can see that they’ve been added at the very top. So this can be, again, we can continue to add any of these functions that you feel would be beneficial. Maybe you want, office member search something. It’s a it’s a feature of the system that you use pretty often, and it would just be so handy to have it in that favorites bar. Just click the star to the left of that function, and you can add it.

Now at any time, if you want to remove a function, you simply check the star again, and it will, in real time, be removed from that favorites bar. So this isn’t something you probably need to spend a tremendous amount of time, focusing on.

But if you are newer to using the system, once you spend a little time in the system, you’ll hopefully figure out what you use most frequently, and that can certainly differ for many people. And then just make those updates as needed. Just something to make your lives a little bit easier and your time, in the system a little more efficient.

Alright, now with that said, I am going to do one more thing that you won’t do often but sometimes you need to, and if you’re a new user, fairly new to the system, you definitely would want to, and that’s adding a profile photo. So I know exactly where this is located. I’m just going to start to type in my profile and it’s under preferences. And this isn’t something that I think I need to save to my favorites bar.

It’s just not probably something I’m gonna, return to all that often. But I do want to ensure that I have an up to date photo in the system. So when I start to send out reports and send emails to contacts and other agents, that my profile is intact and a photo of my self is also included in that correspondence.

So I am going to come down to personal photo and logo maintenance, and I’m just going to follow these pretty basic steps. I’m going to click new, and I’m going to opt for the photo option because I’m going to put a photo like a headshot of myself, and I’m just going to give it a name or a description, and I’m going to use my name.

Now I’m going to select choose file, and I’ve got a couple steps within my system that I need to take to, to find my photo. But there we go. I’m gonna click open, and I’m gonna add this. Don’t worry about any of these options on the left side. The system will auto format your photo perfectly. You won’t need to worry about making any manual adjustments. So there’s my photo.

I’ve got that in now so when I do start to send out listing reports that type of thing any information to contacts sharing on social media my contact information will be as I would like it to be including my photo Okay, now with that said, we’re gonna now dive into a little bit more of kind of the nuts and bolts of the system, which is going to involve quick search.

And quick search is certainly included in my favorites bar just at the top, the very first function.

And this is something I presume as, seasoned users, as newer users, most of you use pretty frequently, unless you’re maybe in a different capacity such as like an admin position or an assistant type position and you do maybe a lot of listing entry, but otherwise I’m presuming that most people, users of the system, do use, QuickSearch pretty often.

So let’s talk about how this will appear when you get into QuickSearch. You will always have the map on the right side of your screen, and that will kind of allow you to be able to, visually gather where you’re searching.

So I am I didn’t mention this earlier, and I should have I am using the MLS for Fargo Moorhead today, and it includes the areas of Fargo Moorhead and West Fargo and the surrounding communities. So I realize there are some components of this system that might look a little different to what you’re used to within your system. Of course, that’s very normal.

But I can assure you that the steps that I’m going to show you and the process are going to be the same. So there might be a few little differences that you’ll see throughout, you know, certainly fields, field names, that sort of thing, But just know that the steps that I’m showing you, these processes, are going to be the same for your MLS.

Okay, now so we’ve got our map on the right side of the screen, and on the left side of the screen I have my property type at the top, and then I have the search template that will follow. So this is kind of like what I like to call an outline form, and we’re going to start by of like by reading a book.

We’re going to start from the top, work our way to the bottom, and then when we’re ready to read our results or look at our search results, our listings, we will have the opportunity to view them via list tab, detail, and photos, or on a map. So that’s kind of the workflow.

So I am in residential property type, and for this, MLS, I have the option of, having cross property, residential lease, commercial, land lots, multifamily, and residential. I’m just going to stick with residential. It’s probably the easiest, and, I’ll find some adequate listings for this demonstration.

So without doing anything in the system, I already have seven eighty seven results based on the status of active and the residential property type. So I didn’t have to do anything to create that search. Now that’s an incredibly broad search.

It’s covering the entire area that you can identify on the map. All statuses, all or excuse me active status, all pricing, all subtypes, everything like that. So I’m going to want to weed this down a little bit more. So next step I’m going to take is I’m going to come into active and I am going to include pending in my searches. I would like to also see what’s available for pending listings.

So to select multiple statuses or any type of field that is a multi select field, you can use your keyboard to make that selection. So I am a Mac user, and I just select my I use my command key to multi select. If you are using a PC, you use your control key.

So fairly simple process and fairly straightforward, just slight differences depending on what type of system you’re using. Now because I selected this pending status, the off market dates fields are going to populate. So the system is going to default to allow me to go back three sixty six days for pending statuses.

You know, depending on the market that you’re in, I know a year ago the market was much different throughout much of the country, and this would probably be seen as not a reasonable number. And for pending, it’s probably not even a reasonable number. So what I’m gonna do is I just want to go back maybe sixty days in my search. I don’t want anything more than sixty days for pended listings.

And I can make that adjustment in this field, and I can switch the arrows by using this little option right here, this arrow option, clicking that with my mouse, and I can update an actual date range if I’d prefer to do that. So maybe I don’t want to do sixty just a flat sixty days. Maybe I have an actual range for which I want to look back for pended listings, and I can enter that date range.

I do not, so I am going to switch back and I’m just going to stick with the sixty days. But you have that option to go back and forth and decide how you’d like to view those listings for that those off market dates. Now I’m just going to continue to scroll down, as I mentioned, and you’ll notice that the results are going to update in real time. So we had like seven eighty seven results initially under active and now we have nine seventy four.

And you’ll notice on the map that we no longer just have these little green dots indicating listings throughout the metro, but we also have orange dots. And those orange dots are reflective of the pending status that I used in that I’m using in this search.

So if you find that once you start, kind of playing around with these templates and you’re trying to find you know a certain number of listings or or depending on what your intent is with your search and you’re just not getting enough and you’re or you’re not looking you’re not achieving what you want to in in the area that you’re hoping to, find listings, you know, this map is a really nice resource to be able to kind of gauge where you are and return to this template and make further modifications as needed.

So you won’t lose any of the criteria you put in.

You can always return to edit that search and further, modify. So now I’m going to come down to my pricing fields. There’s a list price field and a current price field. I know not all MLSs have that but this MLS does. So I’m going use the current price field and here I think I’m going to go I’m going to start with five hundred and I’m going to go to six hundred.

The style of the property, if there is a preference, if there’s something that maybe there isn’t something that you would like to avoid, maybe a bi level.

So I do not want a bi level but I’d be open to other styles of properties, I can select that option as well. And again, I know bi level might be maybe an upper Midwestern term. Not everyone has that type of property in their MLS, but, you may have something that’s similar. But that is a way that you can not search on that particular type. So we also have the subtype, selection.

I am going to opt for single family to make sure I don’t end up with a condo or a twin home or something along those lines, And then my city location fields. So here I am searching, as I mentioned, the FargoMoorheadWest Fargo area. We do have a lot of little, you know, bedroom communities or subdivisions of that kind of sprinkled around that are a little further outside the metro.

So if I don’t want to search for that, maybe I do want to be specific and focus on possibly just Fargo and then maybe West Fargo. And I’ll stay on the the west side of the Red River and not go into Minnesota. Coming down a little bit further, I’m going to use my bedrooms field. I’m going to put in a minimum of four and I’m going to leave this max field alone.

So if it’s got a property as six bedrooms, only four, five, something like that, that’s fine. But I do want to ensure that it does have a minimum of four. Down to the bathroom, total baths, fields, similar situation. I’ll see what I can find for three total baths.

My results are kind of standing still at about nineteen, and we are definitely in the west and south, Fargo area, which is where a lot of families are in this metro and a lot of new building, new communities. Okay, so I’ve got those fields, and you can stop at any time.

If you find that there’s a field that is not included in this list for your MLS in your template you will find that field under add a field so let’s say I know we live in the upper Midwest and we’re in the throes of winter and it’s quite cold, so we want a fireplace. We want to ensure that there’s hopefully a gas fireplace.

So I’m going to start typing in fireplace and I’m going to select gas. That is the type of fireplace I would like to include in my search results. So I’m finding those results have reduced now to a total of eight when I included the fireplace selection. So maybe some of those other properties had a different type of fireplace, but my clients are real specific that they want gas, and so that’s what we’re going to stick with.

So, you know, any additional fields that you want to include, you certainly can. You can continue to add more fields, from add a field. But right now, I’m just going to opt to take these eight results, and I’m going to take a quick peek at them. I’m not going to spend a lot of time looking at these results, but this is, viewing results in the what’s called the list tab.

So this is going to give you the option to sort by status, by price, by city, if indeed you want to square feet, bedrooms, anything along those lines. You know, in this area, probably searching by high school would be beneficial, depending on, you know, what type of buyers you have.

If you have families with school aged children, there’s a lot, you know, there can be some preferences for schools, so that might have been a really excellent field to add to my search which I did not add but we can always return and add maybe I’ll just go in and add a high school And I’m gonna include everything, and we’ll come back.

And that shouldn’t change my search results, but it will change what I am able to, include in this view. Okay. So with that said, now I want to just kind of slightly switch to the detail tab, which is going to allow you to view listings, by their reports.

So if I click on report for this MLS, I’m going to have quite a significant number of available reports to view. The full report is probably, I believe, the default report for the MLS, but there would be detail report, different types of reports, flyer styles, hot sheet styles, custom reports that have previously been made. And there’s always two views for those reports.

There’s your private view and your public view. So if I do indeed want to share this maybe with a client, I would want to select that public view to ensure that none of the private remarks or any other confidential information would be, included in that report.

And then, of course, because I was able to get my profile picture, when I do send out these reports, my contact information will be included as well as my profile photo. Just makes things look kind of a little more professional pulled together, when you are sending out those that type of correspondence to clients or other agents or anything along those lines. Okay.

So along with the detail tab, your MLS, you will often have a lot of, additional apps, we’ll call them. This MLS uses showing time, RPR, transaction desk, etc. Some of yours may have something similar, but you will find links to those on the detail tab, whatever, third party apps you do use. And then, of course, we have the photos tab.

Anything pertaining to, photos of the property, possibly video or virtual tour links as well, would be included, in this thumbnail strip at the bottom. And, if you are new to Flexmls, unless your MLS has, some sort of a different rule, Flexmls does allow for unlimited photos up to, fifteen megabytes, two thousand by three thousand pixels.

So you can really include some nice high quality photos in your listings. Okay. So now I what I want to do is I’m just going to take these eight results, and I am going to come up to this actions row and I’m going to save these results because I just want to save this search and I’m going to tie it to a contact.

So I’m going to click on save, save search, and I’m going to this is a brand new search that I’ve created and I’m going to say South Bar and West Fargo.

I think I did four plus beds. Okay I’m pretty uncreative when it comes to naming searches. So that’s as good as it’s gonna get today. The description field is definitely optional. There are other areas where you will be able to see exactly what went into creating your search.

So maybe if you, you know, create two searches for one particular client, and you want to indicate one offered, you know, a fireplace and one didn’t, or something along those lines, you may want to put a note there. Then we’re gonna come down to contact. Now I can just save this right now, just off the bat, done, saved.

But what I’d like to do from the same screen, just for the saving of a little bit of my time, is I’d like to assign this to a new contact. And it’s a contact that I don’t yet have in the system. So if I wanted to, you know, say save or assign this search to an existing client, I can just select existing and then enter their contact name.

But I’m going to, this will be a new client, so I am going to come over to name.

Okay, got my email address in my, contact information and now I am going to either just save and attach save the search and attach it to the contact or I can go one more step further and I can add a subscription. And I’m going to do that all from the same screen. So this is the fastest way to get this process completed.

There are other ways to go about this, and we certainly, do offer, other trainings, and I’ve talked about many different methods.

If you’ve ever, attended some other webinars or on-site training, you know, you’ll hear there’s definitely different, options for completing the same task, but this is probably the fastest way. So I’m going to save and add subscription. So I just saved the search. That’s a done deal, and my contact was saved within the system too. I’d be able to find my contact under contact management.

But now I’ve got a new screen that’s popped up that’s going to allow me to send out a subscription for my new contact, Tara. So I’m going to, give this a name, and a name is a requirement. The system will pre create a name, but I don’t always like it. So I’m just gonna say listings for Tara.

And then I want to ensure that she receives these listings. I can receive a link or the full listing or a notification when she does receive it. In my opinion, it creates, you know, quite a bit of an additional email, but if that’s not something that would bother you, by all means, select either one or both of those options.

The preview mode option is can be very helpful depending on what scenario you’re in with your contact or your client. If, you know, enabling preview mode does require you to approve listings before your contact would receive them to their email inbox.

So if that’s something that, would be beneficial, you know, maybe they’re, very adamant against, any type of dark brick, and it’s hard to kind of prevent that from going out. Certainly in our neck of the woods, that would would be a challenge. So if you enable preview mode, you’d be able to pre approve everything and and possibly omit anything that would have dark brick on the exterior of the property.

Certainly not for everyone, but, it at sometimes it can be beneficial. Now we’re going to come down to the schedule or the frequency, and you really have three options for this for this subscription. You have weekly, which is really daily, you have monthly, and you have ASAP.

So for weekly, you would select the days of the week, and emails, meeting the criteria of the search that you set up with new listings or possibly a status change of a listing would go out one time per day.

If you select a monthly, which is probably not as thought about or common, but it can be a nice way to keep a relationship with someone that you’ve been working with for a while but maybe just not quite ready to, make the move they’ve been talking about. So you can kind of, you know, keep some information coming their way but not overwhelm them. And ASAP is, probably the most commonly used option.

As soon as there’s a new listing or even a change of the status depending on your search, you can, ensure that that listing would generate to your client for their review. Okay. So I’m going to stick with ASAP for this option.

It’s a pretty straightforward email template. This is a training account that I use pretty frequently, so as you probably can tell. So I’m going to use my really good email subscription, that is kind of all canned and ready to go. You can always, if you create something wonderful in your email template, just opt to use this option to save as new.

You can even make it a default for, like, the message that would always pop into this template. You don’t have to, but you can. And it can save a little time, and when you are sending out subscription requests. Just just remember, and I haven’t said this so this might be news to some of you, a subscription is can run for thirteen months without your client ever clicking on a link.

So basically what we’re doing is we took the the South Fargo and West Fargo four bedroom search that we created, and we’re gonna send out those listings to this client.

And then anytime another listing that fits this criteria or changes status for that matter, because I selected two statuses, comes on the market or changes on the market, it will generate an email to go out to this client so they can see that the home that they were kind of dragging their feet on and, kind of not quite sure about what to do, it’s pending already.

So maybe that can kind of help keep them on track a little bit as well if you do send those multi statuses. But if you don’t want to, you just can clarify that when you set up your search.

Think of a subscription kind of like a monthly magazine. I know those are more rare these days, Or a monthly music subscription, your monthly Netflix subscription. It’s just something that you kind of receive on an ongoing basis. I know Netflix is a little bit different with the access to those types of, material, but it’s on a routine basis depending on how you set it up.

So it could be monthly. Okay. So I’ve got the content of my message here, and I’m ready to send this out and invite Tara to start receiving these listing updates. So an email was just generated to that contact asking her to subscribe, and all she has to do is click a quick link and she will start to receive those.

She does have to pay attention to her email inbox to receive that request to start receiving those emails. Otherwise, she won’t.

We can’t just spam people unwantedly, if you will. Okay. So we have now successfully created a search, saved it, added a new contact, and then added a subscription to that contact. So another area that I’d like to show you right now, also found under menu, all these functions are found under menu, would be the saved searches and subscriptions.

And this is kind of your home base for these areas. Saved searches, all of your saved searches will be here. So I’ve got all my searches. Some of them I can see are identified by a star which would indicate a favorite search.

And this can be helpful if you have a particular area or areas of your metro, your community, your city, wherever that you search on all the time and you keep going back to these same areas maybe there’s a lot of new growth, new developments going in, family friendly, what have you. Or you know maybe a more senior related community, something along those lines.

You can always return to that same search and build upon that.

So I just went into one of my saved searches, not the one I created earlier, but one of my saved ones, and I can edit the search and I can just build on what I already have here based so we kind of consider this to be our base search and I can further modify this depending on how I’d like to maybe for those not familiar with our area understandably maybe there is a request from a client who wants to have the same type of criteria but they only want to be in the West Fargo School District. They do not want to be in Fargo.

In that case, I would probably want to modify my city and ensure that I only use West Fargo instead of Fargo, which will certainly change the results. And now I can save my search. I could save it as a new search.

So I can save over the existing search or as a new search for a new client and go on those same steps that I displayed just a few minutes ago. So you can always no matter what find all your searches under saved searches, return to those searches, modify them, see what you put in them. That can be helpful too.

Going back to let’s see let’s go into this search here and you’d be able to determine which fields were used to create the search which can be really nice. Now I don’t have contact management in my favorites bar which I should because that’s a really commonly used function as well.

So let me add that and now let me show you this is kind of a brief overview of contact management and this is where you will be able to see just clicking on the first contact in this list, searches and subscriptions. How many searches are identified with a particular contact? How many subscriptions are identified with that with that search. So that means that they’re getting those automatic email updates.

So looks like for this contact Adam, he’s got a search set up, and a subscription tied to it. But for this West Fargo, maybe it was a search on a Twin Home, that does not have a subscription. So he’s not receiving email updates with that criteria. And it’s certainly likely to be different than the other search.

So this is kind of a an area just I wanted to share a very quick overview that you will be able to look into the individuals, your individual clients, their contact management profile, and just see what you have set up for them. The search parameters, everything that went into creating the search. So it looks like I have two North Fargo searches set up.

What are the differences? Do we need both of them? This one doesn’t appear to have a subscription, so maybe that’s one that I just want to simply remove. I can remove it from my contact or just remove the search entirely. I’ll remove it from my contact at this time.

So you can kind of just kind of get an idea of what’s going on and what you have set up for your clients through contact management in the individual client’s profile, which is kind of a nice nice feature as well. And then the subscriptions. This is your home base for your subscriptions. You can modify subscriptions as well. So here’s the subscription that I just set up.

Let’s say even though we didn’t, let’s say for Tara, I’m gonna go back into that subscription, she is overwhelmed with the number of emails that she’s getting. So you may want to make adjustments to the search, maybe take out the pending status or revise the search a little bit, or just change the schedule. Maybe a weekly schedule would be better for her, and maybe she doesn’t want to receive emails on weekends.

So you can make modifications to that subscription. It’s it’s not a, you know, a forever a forever thing if your client is not happy. So we’ll save that, and that will trigger the the subscription to have changed the frequency and, she’ll only receive those listings one time per day now. Okay. Now I want to show you we’ll kind of run through the add listing screen.

So I’ve got add listing at the top, and hopefully this is somewhat familiar to you all. If not, we definitely have additional training available under help. I can show you where to find some additional training, but we could we have trainings completely dedicated to the ad listing and changing listing process that goes pretty in-depth.

But this is what the ad listing module is gonna look like, and the first thing you’re gonna do when you’re on this general tab, which is the default tab, is you’re gonna select your property type, kind of like the same process you’ll do when you’re in quick search. You select your property type.

So I’m gonna select residential, And because I’m this MLS offers this option, and many do, some do not, but I’m going to use the tax ID of a listing that was previously in the system. Let me see if it’s in my there we go. So I’ve got the tax ID that I can copy and paste based on a listing that has previously been in the MLS.

Now I realize that’s not always the case, and if that’s not the case, you’re just gonna have to go step by step and complete all the necessary fields to add your listing. But I’m going to load this tax record. Everything that you see in red is going to be considered required. So this, for this MLS, the parcel number will pull, and it was able to pull the address.

It did not pull the city. It did not pull the state, so I’ll have to fill in a few little gaps here. But we will move on. I’m going to shift over to the main fields tab, and the system does have enough of this address that I don’t need to add the city in at the moment for it to identify the location and this is the correct location. I’m aware of this area.

So I’m just going to kind of adjust the pin to be over the actual property, and then I’m going to say use location. If you want a, you know, a more kind of clear accurate view, you can often switch to the satellite view of the map and make adjustments that way just to ensure you’re not in the street or in on a road or in the backyard or something along those lines. Okay. So use this location.

Now we’ve shifted over to the main fields tab. And as I mentioned previously, anything that’s in red is required. So those are fields that have to be completed in order to allow your listing to eventually go live. I am not going through all of the fields. There are, every MLS has certainly different fields that are required, and different fields altogether.

But hopefully you get the idea that you’re just going to start at the top, work your way to the bottom, and complete those necessary fields. Because I was able to bring some information over from the tax ID information, some of this has auto filled, which is a nice feature.

And I definitely suggest, you know, if you do have that option to use it, when you’re adding listings. We can move along to the details tab.

Same situation if you are, in the process of adding a listing and you’re taken away from your work and need to return, and you want to see only the required fields or possibly the empty required fields, you can field your filter your fields by using this option. And it looks like there’s just two required groups for, residential in this MLS and can just knock those out.

Doesn’t diminish the importance or the relevance of any of the other fields, but certainly if you’re in a rush to kind of get things completed, that is an option. Rooms tab, You’ll click to add your room, fill in the criteria, and add your room.

Again, I’m going through this pretty quickly just because we’re coming towards the end of our time, and I want to ensure that we can get everything else fit in. So just add your room, add the appropriate information, and you can add, continue to add rooms or leave it at kind of the required or the the few probably main or primary rooms. Photos.

Every MLS is a little bit different if they offer photos when you are adding your listing. Some will allow you to upload photos once the listing is at least in an incomplete status. Typically, at least a profile photo of the property is required.

And then the Broker Distribution tab, this will allow you to control whether or not the listing will be shared on the internet, on third party apps, that type of thing. You will make those determinations here on the Broker Distribution tab. So now I just want to point out that this has been auto saving, since we started in this module, so you’ll never lose the work that you began.

And, so if you are taken away, you can always return.

If I come to save my incomplete listing, I’m going to be brought to my incomplete listing screen, which will allow me to start adding photos, documents, and links to videos or virtual tours. And then, of course, I can always return to finish adding my listing and completing those remaining, additional fields that I left, unfinished. Okay, allow me now to just switch.

I’m gonna super use into the root account. I’ll just give you a quick kind of overview of what the change listing screen looks like, and then I will talk a little bit about help and dismiss you all for the day. So I’m going to go into change listing, and I’m in a live system now.

These are real listings, I’m just going to click on the first one that I see this is a land listing so you’ll be able to view what type of listing at the very top of the screen probably not a ton of photos would be needed for land listings but certainly you can always make updates once your listing is live as well to, the photos, documents, video or virtual tour links, general listing information.

That’s what we just kind of went through in the add listing module. Come down to status. This is where you will be able to make updates to if there’s a contingency and offers made. You want to pend your listing, you know, when it comes time to close your listing, etc. Changing the price as well.

If you the owner has agreed to a maybe a price reduction, you would enter the new price and simply save save save there. So this is what just a very brief overview very brief of the change listing screen. Now I want to just real quickly highlight some of the help features that are available. I’m going to click on the Flexible Less Academy, which is going to open in a new tab.

And this is what I like to refer to as kind of a one stop shop for a lot of different resources. Here, you will be able to register for upcoming training. So it looks like we’ve got a couple, webinars in the next couple weeks, some webinars regarding flow plan, just some general Flexmls webinars, with yours truly. So if you want to get registered for those.

Product news, any changes or enhancements coming to the system, news on that information. But, probably the most commonly sought out area would be short tip videos and recorded trainings. Here is where you will be able to find just brief anywhere from a minute to maybe five minutes of content, depending on what you’re looking for.

So if you have questions on, you know, how do I go back in to change my listing? Or how do I, save that subscription? So an intro to subscriptions, and this is offered by Josh, it’ll just give you, you know, some helpful information, kind of get through the task that you need to complete, and move on with your time. So it can be really helpful.

If you are real new to the system and the idea of, you know, some of the training that might be beneficial on possibly CMAs or the full, FlexiMouse Fundamentals for Adding and Changing, that I really breezed through today, this might be an excellent option for you. Thirty five minutes, and it’ll walk you step by step of how to add a listing and then the options for changing your listings in the system.

So just keep those options in mind. There is a great deal of help resources throughout the system, and we definitely encourage you to access and use them. Guided help is the last, area that I’ll feature, and there’s a lot of links to guided help kind of throughout the system that hopefully you’ll be able to identify. I’ll just point one out, this little circle symbol here. This is a shortcut to guided help.

So hopefully when you start to see these, you’ll realize, Oh yeah, that’s that’s gonna be that’s help for me. I can click on that and nothing bad will happen, which nothing bad will happen. But, it’ll provide you some really excellent help, kind of a step by step walkthrough of the task that you’re looking to complete.

So we’re grateful to our team that sets up guided help and keeps it current and fresh as our system does change from time to time.

All right, I think that’s gonna be the end of our time today. I appreciate all of you for attending, and I hope this time was helpful in the content. Thank you very much for attending, and I look forward to the opportunity to train with you all again.

Amy

Amy is a Fargo, ND native. She hails from NDSU with a degree in Political Science. She joined FBS in 2019 as a Trainer via the United States Senate. She is eagerly learning the system and enjoys sharing knowledge, tips and training expertise with new and current users of Flexmls. In her off hours, she is a boy mom/hockey taxi, enjoys MN lake life and loves yellow labs.

Good afternoon everyone and welcome to a webinar highlighting some of the basic and most frequently used functions when working in Flexmls.

My name is Amy Long and I am your Flexmls trainer today. I’m joining you from the cold of Fargo, North Dakota and I hope I find you all doing well wherever you may be hopefully in a much warmer place. Okay the intent of this webinar is to highlight some of the basic yet essential functions of Flexmls.

We will review and hopefully for a lot of you you’ve had the opportunity to use the system before. You might be a little bit new to using the system understandably, so this will hopefully offer some helpful information. And if you’re a more seasoned user, some of this might be a little repetitive for you, but hopefully you’ll find some good information in kind of a refresh session.

So whichever type of user you are, I do hope that we provide some helpful content for you today. We are going to review where you’re going to find all your functions, which would be under the menu. So I’ll show you how to get to the menu, where you find that in the system, and how you can locate those functions.

I’m also going to show you how to favorite certain functions that you use most often in what’s called your favorites bar. And that’s really nice, to allow for just a little bit of time saving in your workday and just a little bit more convenience while you’re working in the system. Then we’re going to get into just a little bit more information about conducting a quick search.

Once we’ve got our search criteria put together, we’ll take a peek at those results and what we can do with those results. And then I’m going to show you how you can save your search and send out attach it to a contact, send out a subscription, all in kind of one felt swoop, so to speak.

And then towards the end of today, I’d like to just take a peek into the ad listing module, which is a fairly straightforward process, but I would like to highlight some of the features in that system, where you will go once you have an incomplete listing to add pieces such as photos, documents, that sort of thing, and then try and take a peek into a real listing and look at the change listing screen as well.

So we hope to accomplish a lot in about forty five minutes. So we’ll see how that goes. All right. Let me now kind of switch out of here and I’m going to switch into Flexmls. And this is what we call our home dashboard and it’s kind of a home base of sorts.

The menu is going to be located on the left side of your screen just under what I call the home button or this blue Flexmls button. No matter where you’re working in the system, so just as an example, I’m going to click on hot sheet. Let’s say we wanted to run a hot sheet real quick. I’m not gonna worry about the hot sheet right now.

The intent of what I’m gonna show you is if I click on this blue Flexmls button, I’m gonna be brought back to what’s called my home dashboard. So if you’re ever wondering how to get back to that home area, this blue home Flexmls button will bring you there.

Just below that button is the menu, and when I click on menu, I am going to have a whole screen pop up for me, and here I’m able to see all of the functions that are available to myself as a user. So with this, I can take a peek if I know exactly what I’m looking for. Maybe I want to use the search feature at the top, the search bar.

So let’s just, I’m going to use keyword search, and now anything that has search associated with this under the menu will populate and I can kind of look further for what I’m what I’d like to access.

If you and this is helpful if you know exactly what you’re looking for If you’re not quite sure and you just kind of want to browse a little bit, you can certainly just use your mouse to scroll up and down in this menu and take a peek at all of the items that are available. So two different options to kind of accomplish the same goal.

With that said, now I’m going to show you how you can add, one of these functions or a bunch of functions, just depending on what you want to do, to what’s called your favorites bar. And this is where my favorites bar is located.

Currently, I have four functions saved in my favorites bar. And this for me changes all the time depending on the type of training that I’m doing. So for the purposes of this webinar, I’m going to show you where you can find all of your saved searches later and kind of the main hub for your subscriptions. But as well, I’m going to add add listing to my favorites bar, and then I’m going to add change listing to my favorites bar.

And you can see that they’ve been added at the very top. So this can be, again, we can continue to add any of these functions that you feel would be beneficial. Maybe you want, office member search something. It’s a it’s a feature of the system that you use pretty often, and it would just be so handy to have it in that favorites bar. Just click the star to the left of that function, and you can add it.

Now at any time, if you want to remove a function, you simply check the star again, and it will, in real time, be removed from that favorites bar. So this isn’t something you probably need to spend a tremendous amount of time, focusing on.

But if you are newer to using the system, once you spend a little time in the system, you’ll hopefully figure out what you use most frequently, and that can certainly differ for many people. And then just make those updates as needed. Just something to make your lives a little bit easier and your time, in the system a little more efficient.

Alright, now with that said, I am going to do one more thing that you won’t do often but sometimes you need to, and if you’re a new user, fairly new to the system, you definitely would want to, and that’s adding a profile photo. So I know exactly where this is located. I’m just going to start to type in my profile and it’s under preferences. And this isn’t something that I think I need to save to my favorites bar.

It’s just not probably something I’m gonna, return to all that often. But I do want to ensure that I have an up to date photo in the system. So when I start to send out reports and send emails to contacts and other agents, that my profile is intact and a photo of my self is also included in that correspondence.

So I am going to come down to personal photo and logo maintenance, and I’m just going to follow these pretty basic steps. I’m going to click new, and I’m going to opt for the photo option because I’m going to put a photo like a headshot of myself, and I’m just going to give it a name or a description, and I’m going to use my name.

Now I’m going to select choose file, and I’ve got a couple steps within my system that I need to take to, to find my photo. But there we go. I’m gonna click open, and I’m gonna add this. Don’t worry about any of these options on the left side. The system will auto format your photo perfectly. You won’t need to worry about making any manual adjustments. So there’s my photo.

I’ve got that in now so when I do start to send out listing reports that type of thing any information to contacts sharing on social media my contact information will be as I would like it to be including my photo Okay, now with that said, we’re gonna now dive into a little bit more of kind of the nuts and bolts of the system, which is going to involve quick search.

And quick search is certainly included in my favorites bar just at the top, the very first function.

And this is something I presume as, seasoned users, as newer users, most of you use pretty frequently, unless you’re maybe in a different capacity such as like an admin position or an assistant type position and you do maybe a lot of listing entry, but otherwise I’m presuming that most people, users of the system, do use, QuickSearch pretty often.

So let’s talk about how this will appear when you get into QuickSearch. You will always have the map on the right side of your screen, and that will kind of allow you to be able to, visually gather where you’re searching.

So I am I didn’t mention this earlier, and I should have I am using the MLS for Fargo Moorhead today, and it includes the areas of Fargo Moorhead and West Fargo and the surrounding communities. So I realize there are some components of this system that might look a little different to what you’re used to within your system. Of course, that’s very normal.

But I can assure you that the steps that I’m going to show you and the process are going to be the same. So there might be a few little differences that you’ll see throughout, you know, certainly fields, field names, that sort of thing, But just know that the steps that I’m showing you, these processes, are going to be the same for your MLS.

Okay, now so we’ve got our map on the right side of the screen, and on the left side of the screen I have my property type at the top, and then I have the search template that will follow. So this is kind of like what I like to call an outline form, and we’re going to start by of like by reading a book.

We’re going to start from the top, work our way to the bottom, and then when we’re ready to read our results or look at our search results, our listings, we will have the opportunity to view them via list tab, detail, and photos, or on a map. So that’s kind of the workflow.

So I am in residential property type, and for this, MLS, I have the option of, having cross property, residential lease, commercial, land lots, multifamily, and residential. I’m just going to stick with residential. It’s probably the easiest, and, I’ll find some adequate listings for this demonstration.

So without doing anything in the system, I already have seven eighty seven results based on the status of active and the residential property type. So I didn’t have to do anything to create that search. Now that’s an incredibly broad search.

It’s covering the entire area that you can identify on the map. All statuses, all or excuse me active status, all pricing, all subtypes, everything like that. So I’m going to want to weed this down a little bit more. So next step I’m going to take is I’m going to come into active and I am going to include pending in my searches. I would like to also see what’s available for pending listings.

So to select multiple statuses or any type of field that is a multi select field, you can use your keyboard to make that selection. So I am a Mac user, and I just select my I use my command key to multi select. If you are using a PC, you use your control key.

So fairly simple process and fairly straightforward, just slight differences depending on what type of system you’re using. Now because I selected this pending status, the off market dates fields are going to populate. So the system is going to default to allow me to go back three sixty six days for pending statuses.

You know, depending on the market that you’re in, I know a year ago the market was much different throughout much of the country, and this would probably be seen as not a reasonable number. And for pending, it’s probably not even a reasonable number. So what I’m gonna do is I just want to go back maybe sixty days in my search. I don’t want anything more than sixty days for pended listings.

And I can make that adjustment in this field, and I can switch the arrows by using this little option right here, this arrow option, clicking that with my mouse, and I can update an actual date range if I’d prefer to do that. So maybe I don’t want to do sixty just a flat sixty days. Maybe I have an actual range for which I want to look back for pended listings, and I can enter that date range.

I do not, so I am going to switch back and I’m just going to stick with the sixty days. But you have that option to go back and forth and decide how you’d like to view those listings for that those off market dates. Now I’m just going to continue to scroll down, as I mentioned, and you’ll notice that the results are going to update in real time. So we had like seven eighty seven results initially under active and now we have nine seventy four.

And you’ll notice on the map that we no longer just have these little green dots indicating listings throughout the metro, but we also have orange dots. And those orange dots are reflective of the pending status that I used in that I’m using in this search.

So if you find that once you start, kind of playing around with these templates and you’re trying to find you know a certain number of listings or or depending on what your intent is with your search and you’re just not getting enough and you’re or you’re not looking you’re not achieving what you want to in in the area that you’re hoping to, find listings, you know, this map is a really nice resource to be able to kind of gauge where you are and return to this template and make further modifications as needed.

So you won’t lose any of the criteria you put in.

You can always return to edit that search and further, modify. So now I’m going to come down to my pricing fields. There’s a list price field and a current price field. I know not all MLSs have that but this MLS does. So I’m going use the current price field and here I think I’m going to go I’m going to start with five hundred and I’m going to go to six hundred.

The style of the property, if there is a preference, if there’s something that maybe there isn’t something that you would like to avoid, maybe a bi level.

So I do not want a bi level but I’d be open to other styles of properties, I can select that option as well. And again, I know bi level might be maybe an upper Midwestern term. Not everyone has that type of property in their MLS, but, you may have something that’s similar. But that is a way that you can not search on that particular type. So we also have the subtype, selection.

I am going to opt for single family to make sure I don’t end up with a condo or a twin home or something along those lines, And then my city location fields. So here I am searching, as I mentioned, the FargoMoorheadWest Fargo area. We do have a lot of little, you know, bedroom communities or subdivisions of that kind of sprinkled around that are a little further outside the metro.

So if I don’t want to search for that, maybe I do want to be specific and focus on possibly just Fargo and then maybe West Fargo. And I’ll stay on the the west side of the Red River and not go into Minnesota. Coming down a little bit further, I’m going to use my bedrooms field. I’m going to put in a minimum of four and I’m going to leave this max field alone.

So if it’s got a property as six bedrooms, only four, five, something like that, that’s fine. But I do want to ensure that it does have a minimum of four. Down to the bathroom, total baths, fields, similar situation. I’ll see what I can find for three total baths.

My results are kind of standing still at about nineteen, and we are definitely in the west and south, Fargo area, which is where a lot of families are in this metro and a lot of new building, new communities. Okay, so I’ve got those fields, and you can stop at any time.

If you find that there’s a field that is not included in this list for your MLS in your template you will find that field under add a field so let’s say I know we live in the upper Midwest and we’re in the throes of winter and it’s quite cold, so we want a fireplace. We want to ensure that there’s hopefully a gas fireplace.

So I’m going to start typing in fireplace and I’m going to select gas. That is the type of fireplace I would like to include in my search results. So I’m finding those results have reduced now to a total of eight when I included the fireplace selection. So maybe some of those other properties had a different type of fireplace, but my clients are real specific that they want gas, and so that’s what we’re going to stick with.

So, you know, any additional fields that you want to include, you certainly can. You can continue to add more fields, from add a field. But right now, I’m just going to opt to take these eight results, and I’m going to take a quick peek at them. I’m not going to spend a lot of time looking at these results, but this is, viewing results in the what’s called the list tab.

So this is going to give you the option to sort by status, by price, by city, if indeed you want to square feet, bedrooms, anything along those lines. You know, in this area, probably searching by high school would be beneficial, depending on, you know, what type of buyers you have.

If you have families with school aged children, there’s a lot, you know, there can be some preferences for schools, so that might have been a really excellent field to add to my search which I did not add but we can always return and add maybe I’ll just go in and add a high school And I’m gonna include everything, and we’ll come back.

And that shouldn’t change my search results, but it will change what I am able to, include in this view. Okay. So with that said, now I want to just kind of slightly switch to the detail tab, which is going to allow you to view listings, by their reports.

So if I click on report for this MLS, I’m going to have quite a significant number of available reports to view. The full report is probably, I believe, the default report for the MLS, but there would be detail report, different types of reports, flyer styles, hot sheet styles, custom reports that have previously been made. And there’s always two views for those reports.

There’s your private view and your public view. So if I do indeed want to share this maybe with a client, I would want to select that public view to ensure that none of the private remarks or any other confidential information would be, included in that report.

And then, of course, because I was able to get my profile picture, when I do send out these reports, my contact information will be included as well as my profile photo. Just makes things look kind of a little more professional pulled together, when you are sending out those that type of correspondence to clients or other agents or anything along those lines. Okay.

So along with the detail tab, your MLS, you will often have a lot of, additional apps, we’ll call them. This MLS uses showing time, RPR, transaction desk, etc. Some of yours may have something similar, but you will find links to those on the detail tab, whatever, third party apps you do use. And then, of course, we have the photos tab.

Anything pertaining to, photos of the property, possibly video or virtual tour links as well, would be included, in this thumbnail strip at the bottom. And, if you are new to Flexmls, unless your MLS has, some sort of a different rule, Flexmls does allow for unlimited photos up to, fifteen megabytes, two thousand by three thousand pixels.

So you can really include some nice high quality photos in your listings. Okay. So now I what I want to do is I’m just going to take these eight results, and I am going to come up to this actions row and I’m going to save these results because I just want to save this search and I’m going to tie it to a contact.

So I’m going to click on save, save search, and I’m going to this is a brand new search that I’ve created and I’m going to say South Bar and West Fargo.

I think I did four plus beds. Okay I’m pretty uncreative when it comes to naming searches. So that’s as good as it’s gonna get today. The description field is definitely optional. There are other areas where you will be able to see exactly what went into creating your search.

So maybe if you, you know, create two searches for one particular client, and you want to indicate one offered, you know, a fireplace and one didn’t, or something along those lines, you may want to put a note there. Then we’re gonna come down to contact. Now I can just save this right now, just off the bat, done, saved.

But what I’d like to do from the same screen, just for the saving of a little bit of my time, is I’d like to assign this to a new contact. And it’s a contact that I don’t yet have in the system. So if I wanted to, you know, say save or assign this search to an existing client, I can just select existing and then enter their contact name.

But I’m going to, this will be a new client, so I am going to come over to name.

Okay, got my email address in my, contact information and now I am going to either just save and attach save the search and attach it to the contact or I can go one more step further and I can add a subscription. And I’m going to do that all from the same screen. So this is the fastest way to get this process completed.

There are other ways to go about this, and we certainly, do offer, other trainings, and I’ve talked about many different methods.

If you’ve ever, attended some other webinars or on-site training, you know, you’ll hear there’s definitely different, options for completing the same task, but this is probably the fastest way. So I’m going to save and add subscription. So I just saved the search. That’s a done deal, and my contact was saved within the system too. I’d be able to find my contact under contact management.

But now I’ve got a new screen that’s popped up that’s going to allow me to send out a subscription for my new contact, Tara. So I’m going to, give this a name, and a name is a requirement. The system will pre create a name, but I don’t always like it. So I’m just gonna say listings for Tara.

And then I want to ensure that she receives these listings. I can receive a link or the full listing or a notification when she does receive it. In my opinion, it creates, you know, quite a bit of an additional email, but if that’s not something that would bother you, by all means, select either one or both of those options.

The preview mode option is can be very helpful depending on what scenario you’re in with your contact or your client. If, you know, enabling preview mode does require you to approve listings before your contact would receive them to their email inbox.

So if that’s something that, would be beneficial, you know, maybe they’re, very adamant against, any type of dark brick, and it’s hard to kind of prevent that from going out. Certainly in our neck of the woods, that would would be a challenge. So if you enable preview mode, you’d be able to pre approve everything and and possibly omit anything that would have dark brick on the exterior of the property.

Certainly not for everyone, but, it at sometimes it can be beneficial. Now we’re going to come down to the schedule or the frequency, and you really have three options for this for this subscription. You have weekly, which is really daily, you have monthly, and you have ASAP.

So for weekly, you would select the days of the week, and emails, meeting the criteria of the search that you set up with new listings or possibly a status change of a listing would go out one time per day.

If you select a monthly, which is probably not as thought about or common, but it can be a nice way to keep a relationship with someone that you’ve been working with for a while but maybe just not quite ready to, make the move they’ve been talking about. So you can kind of, you know, keep some information coming their way but not overwhelm them. And ASAP is, probably the most commonly used option.

As soon as there’s a new listing or even a change of the status depending on your search, you can, ensure that that listing would generate to your client for their review. Okay. So I’m going to stick with ASAP for this option.

It’s a pretty straightforward email template. This is a training account that I use pretty frequently, so as you probably can tell. So I’m going to use my really good email subscription, that is kind of all canned and ready to go. You can always, if you create something wonderful in your email template, just opt to use this option to save as new.

You can even make it a default for, like, the message that would always pop into this template. You don’t have to, but you can. And it can save a little time, and when you are sending out subscription requests. Just just remember, and I haven’t said this so this might be news to some of you, a subscription is can run for thirteen months without your client ever clicking on a link.

So basically what we’re doing is we took the the South Fargo and West Fargo four bedroom search that we created, and we’re gonna send out those listings to this client.

And then anytime another listing that fits this criteria or changes status for that matter, because I selected two statuses, comes on the market or changes on the market, it will generate an email to go out to this client so they can see that the home that they were kind of dragging their feet on and, kind of not quite sure about what to do, it’s pending already.

So maybe that can kind of help keep them on track a little bit as well if you do send those multi statuses. But if you don’t want to, you just can clarify that when you set up your search.

Think of a subscription kind of like a monthly magazine. I know those are more rare these days, Or a monthly music subscription, your monthly Netflix subscription. It’s just something that you kind of receive on an ongoing basis. I know Netflix is a little bit different with the access to those types of, material, but it’s on a routine basis depending on how you set it up.

So it could be monthly. Okay. So I’ve got the content of my message here, and I’m ready to send this out and invite Tara to start receiving these listing updates. So an email was just generated to that contact asking her to subscribe, and all she has to do is click a quick link and she will start to receive those.

She does have to pay attention to her email inbox to receive that request to start receiving those emails. Otherwise, she won’t.

We can’t just spam people unwantedly, if you will. Okay. So we have now successfully created a search, saved it, added a new contact, and then added a subscription to that contact. So another area that I’d like to show you right now, also found under menu, all these functions are found under menu, would be the saved searches and subscriptions.

And this is kind of your home base for these areas. Saved searches, all of your saved searches will be here. So I’ve got all my searches. Some of them I can see are identified by a star which would indicate a favorite search.

And this can be helpful if you have a particular area or areas of your metro, your community, your city, wherever that you search on all the time and you keep going back to these same areas maybe there’s a lot of new growth, new developments going in, family friendly, what have you. Or you know maybe a more senior related community, something along those lines.

You can always return to that same search and build upon that.

So I just went into one of my saved searches, not the one I created earlier, but one of my saved ones, and I can edit the search and I can just build on what I already have here based so we kind of consider this to be our base search and I can further modify this depending on how I’d like to maybe for those not familiar with our area understandably maybe there is a request from a client who wants to have the same type of criteria but they only want to be in the West Fargo School District. They do not want to be in Fargo.

In that case, I would probably want to modify my city and ensure that I only use West Fargo instead of Fargo, which will certainly change the results. And now I can save my search. I could save it as a new search.

So I can save over the existing search or as a new search for a new client and go on those same steps that I displayed just a few minutes ago. So you can always no matter what find all your searches under saved searches, return to those searches, modify them, see what you put in them. That can be helpful too.

Going back to let’s see let’s go into this search here and you’d be able to determine which fields were used to create the search which can be really nice. Now I don’t have contact management in my favorites bar which I should because that’s a really commonly used function as well.

So let me add that and now let me show you this is kind of a brief overview of contact management and this is where you will be able to see just clicking on the first contact in this list, searches and subscriptions. How many searches are identified with a particular contact? How many subscriptions are identified with that with that search. So that means that they’re getting those automatic email updates.

So looks like for this contact Adam, he’s got a search set up, and a subscription tied to it. But for this West Fargo, maybe it was a search on a Twin Home, that does not have a subscription. So he’s not receiving email updates with that criteria. And it’s certainly likely to be different than the other search.

So this is kind of a an area just I wanted to share a very quick overview that you will be able to look into the individuals, your individual clients, their contact management profile, and just see what you have set up for them. The search parameters, everything that went into creating the search. So it looks like I have two North Fargo searches set up.

What are the differences? Do we need both of them? This one doesn’t appear to have a subscription, so maybe that’s one that I just want to simply remove. I can remove it from my contact or just remove the search entirely. I’ll remove it from my contact at this time.

So you can kind of just kind of get an idea of what’s going on and what you have set up for your clients through contact management in the individual client’s profile, which is kind of a nice nice feature as well. And then the subscriptions. This is your home base for your subscriptions. You can modify subscriptions as well. So here’s the subscription that I just set up.

Let’s say even though we didn’t, let’s say for Tara, I’m gonna go back into that subscription, she is overwhelmed with the number of emails that she’s getting. So you may want to make adjustments to the search, maybe take out the pending status or revise the search a little bit, or just change the schedule. Maybe a weekly schedule would be better for her, and maybe she doesn’t want to receive emails on weekends.

So you can make modifications to that subscription. It’s it’s not a, you know, a forever a forever thing if your client is not happy. So we’ll save that, and that will trigger the the subscription to have changed the frequency and, she’ll only receive those listings one time per day now. Okay. Now I want to show you we’ll kind of run through the add listing screen.

So I’ve got add listing at the top, and hopefully this is somewhat familiar to you all. If not, we definitely have additional training available under help. I can show you where to find some additional training, but we could we have trainings completely dedicated to the ad listing and changing listing process that goes pretty in-depth.

But this is what the ad listing module is gonna look like, and the first thing you’re gonna do when you’re on this general tab, which is the default tab, is you’re gonna select your property type, kind of like the same process you’ll do when you’re in quick search. You select your property type.

So I’m gonna select residential, And because I’m this MLS offers this option, and many do, some do not, but I’m going to use the tax ID of a listing that was previously in the system. Let me see if it’s in my there we go. So I’ve got the tax ID that I can copy and paste based on a listing that has previously been in the MLS.

Now I realize that’s not always the case, and if that’s not the case, you’re just gonna have to go step by step and complete all the necessary fields to add your listing. But I’m going to load this tax record. Everything that you see in red is going to be considered required. So this, for this MLS, the parcel number will pull, and it was able to pull the address.

It did not pull the city. It did not pull the state, so I’ll have to fill in a few little gaps here. But we will move on. I’m going to shift over to the main fields tab, and the system does have enough of this address that I don’t need to add the city in at the moment for it to identify the location and this is the correct location. I’m aware of this area.

So I’m just going to kind of adjust the pin to be over the actual property, and then I’m going to say use location. If you want a, you know, a more kind of clear accurate view, you can often switch to the satellite view of the map and make adjustments that way just to ensure you’re not in the street or in on a road or in the backyard or something along those lines. Okay. So use this location.

Now we’ve shifted over to the main fields tab. And as I mentioned previously, anything that’s in red is required. So those are fields that have to be completed in order to allow your listing to eventually go live. I am not going through all of the fields. There are, every MLS has certainly different fields that are required, and different fields altogether.

But hopefully you get the idea that you’re just going to start at the top, work your way to the bottom, and complete those necessary fields. Because I was able to bring some information over from the tax ID information, some of this has auto filled, which is a nice feature.

And I definitely suggest, you know, if you do have that option to use it, when you’re adding listings. We can move along to the details tab.

Same situation if you are, in the process of adding a listing and you’re taken away from your work and need to return, and you want to see only the required fields or possibly the empty required fields, you can field your filter your fields by using this option. And it looks like there’s just two required groups for, residential in this MLS and can just knock those out.

Doesn’t diminish the importance or the relevance of any of the other fields, but certainly if you’re in a rush to kind of get things completed, that is an option. Rooms tab, You’ll click to add your room, fill in the criteria, and add your room.

Again, I’m going through this pretty quickly just because we’re coming towards the end of our time, and I want to ensure that we can get everything else fit in. So just add your room, add the appropriate information, and you can add, continue to add rooms or leave it at kind of the required or the the few probably main or primary rooms. Photos.

Every MLS is a little bit different if they offer photos when you are adding your listing. Some will allow you to upload photos once the listing is at least in an incomplete status. Typically, at least a profile photo of the property is required.

And then the Broker Distribution tab, this will allow you to control whether or not the listing will be shared on the internet, on third party apps, that type of thing. You will make those determinations here on the Broker Distribution tab. So now I just want to point out that this has been auto saving, since we started in this module, so you’ll never lose the work that you began.

And, so if you are taken away, you can always return.

If I come to save my incomplete listing, I’m going to be brought to my incomplete listing screen, which will allow me to start adding photos, documents, and links to videos or virtual tours. And then, of course, I can always return to finish adding my listing and completing those remaining, additional fields that I left, unfinished. Okay, allow me now to just switch.

I’m gonna super use into the root account. I’ll just give you a quick kind of overview of what the change listing screen looks like, and then I will talk a little bit about help and dismiss you all for the day. So I’m going to go into change listing, and I’m in a live system now.

These are real listings, I’m just going to click on the first one that I see this is a land listing so you’ll be able to view what type of listing at the very top of the screen probably not a ton of photos would be needed for land listings but certainly you can always make updates once your listing is live as well to, the photos, documents, video or virtual tour links, general listing information.

That’s what we just kind of went through in the add listing module. Come down to status. This is where you will be able to make updates to if there’s a contingency and offers made. You want to pend your listing, you know, when it comes time to close your listing, etc. Changing the price as well.

If you the owner has agreed to a maybe a price reduction, you would enter the new price and simply save save save there. So this is what just a very brief overview very brief of the change listing screen. Now I want to just real quickly highlight some of the help features that are available. I’m going to click on the Flexible Less Academy, which is going to open in a new tab.

And this is what I like to refer to as kind of a one stop shop for a lot of different resources. Here, you will be able to register for upcoming training. So it looks like we’ve got a couple, webinars in the next couple weeks, some webinars regarding flow plan, just some general Flexmls webinars, with yours truly. So if you want to get registered for those.

Product news, any changes or enhancements coming to the system, news on that information. But, probably the most commonly sought out area would be short tip videos and recorded trainings. Here is where you will be able to find just brief anywhere from a minute to maybe five minutes of content, depending on what you’re looking for.

So if you have questions on, you know, how do I go back in to change my listing? Or how do I, save that subscription? So an intro to subscriptions, and this is offered by Josh, it’ll just give you, you know, some helpful information, kind of get through the task that you need to complete, and move on with your time. So it can be really helpful.

If you are real new to the system and the idea of, you know, some of the training that might be beneficial on possibly CMAs or the full, FlexiMouse Fundamentals for Adding and Changing, that I really breezed through today, this might be an excellent option for you. Thirty five minutes, and it’ll walk you step by step of how to add a listing and then the options for changing your listings in the system.

So just keep those options in mind. There is a great deal of help resources throughout the system, and we definitely encourage you to access and use them. Guided help is the last, area that I’ll feature, and there’s a lot of links to guided help kind of throughout the system that hopefully you’ll be able to identify. I’ll just point one out, this little circle symbol here. This is a shortcut to guided help.

So hopefully when you start to see these, you’ll realize, Oh yeah, that’s that’s gonna be that’s help for me. I can click on that and nothing bad will happen, which nothing bad will happen. But, it’ll provide you some really excellent help, kind of a step by step walkthrough of the task that you’re looking to complete.

So we’re grateful to our team that sets up guided help and keeps it current and fresh as our system does change from time to time.

All right, I think that’s gonna be the end of our time today. I appreciate all of you for attending, and I hope this time was helpful in the content. Thank you very much for attending, and I look forward to the opportunity to train with you all again.

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