Good afternoon, everybody. My name is Josh Hernandez, and today we are going to be taking a look at Flexmls Pro for your iOS or iPhone device. And now let’s take a look at some of the things that we’ll be discussing today. First, if you don’t have the app, I’ll cover where to get that. Second, we’ll go through some of the functionality, and we’ll spend a lot of time looking at the search, just because with the search, we’ve been there’s a recent change, one of the reasons for this class, that kind of changes the functionality and makes things a little bit easier, in my opinion, to use when searching. So we’ll cover the quick launch, spend a good deal of time on the search. We’ll actually show you you don’t have to worry when doing a normal search about working with listing collections now like you used to have to do when using the app. I’ll show you what that looks like. We’ll talk a little bit about subscriptions, portals, contacts, working with contacts, and saving searches for them. We’ll talk also about the hot sheet. And finally, we’ll also talk about editing listings that you can do from your mobile device. Now I am going to edit this full screen mode, and I’m going to pull my phone onto the screen.
So let me go ahead and bring that over. And actually, now that I’ve got that set, let’s go on to the next screen.
If you do not have the app on your phone yet, you’re brand new to Flexmls maybe, or maybe you’ve got a new mobile device, you’ll go to the Apple App Store, and you will go and download Flexmls for Real Estate pros. So when you go to the app store, I’ll tap on search at the bottom right of my screen, and then I’m just going to type in Flexmls. Ignore the paid advertising. There are two apps that are available. The home buyer app, just ignore that one. That’s a app version of the client portal. The one you want is Flexmls for real estate pros. You’ll download it. There’s no charge for that. As a Flexmls user, you automatically have access to the Flexmls app. And then you would download, log in with your normal username and password, and then you’ll have the ability to come in, and I’ll just open my app up right now. And when you start, when you launch, you’ll notice you start on a search page. So there’s the quick launch bar at the top of the screen, works similar to the full website. Search, there’s a new option here for previous search. We’ll cover that. Different search options, and then, of course, your recent searches that you ran and saved, as well as saved searches. And it doesn’t matter if you save a search on the full website or if you make save it on the app. They all cross platform, so anything you do on the full website is available on the app and vice versa. Now let’s talk just a little bit. We’ll go into the quick launch at the very top of the screen. And that, just like on the full website, you can type in a specific address or MLS number. You could also use this and start typing in search criteria. So I’ll tap in here. You’ll see it gives me the option to start a quick search here, but I could actually put in something like five hundred dash six hundred k. You could put in zeros, but it tries to be predictive and understand what you’re typing in. So now it’s saying, do you want to start a residential search in that range? And maybe I’ll say for bed city of Fargo. Oops. Be able to spell Fargo here.
And now I can start a search right here. So if you’re a person who likes to come in and start by typing things out, you’ll notice it did start me on the filter. We’ll come to this filter page in a moment. But it is looking you’ll see Fargo is already in, active listings in that price range, and bedrooms that I had put in. To find the results from here, this is what we’re going to get to because this is one of the changes. The navigation can be done at the bottom. I can work the screen top down and tap to view results. But really up at the top of the screen, this allows me to change what I’m searching for. Right now I’m filtering. Tap on that arrow, and that just moves, and it lets me start to view the search results. So I have here kind of our summary view of the listings, where I can scroll through the photos. I can view those in more of a compact summary, almost a one line view, or I can view those results on the map as well. And then my actions are going to be at the top of the screen, and that’s just this tool icon over on the right. So now I can share the search, share listings, etcetera. So I’m gonna come in. We’re gonna go through that whole search process again. I’ll tap back at the top. That takes me back to where we started this search. I’ll tap cancel. And so we just started it from this search page where we come when we log in, and I was just typing in the quick launch bar.
Now I can also just tap on new search. And so I’m going to change this screen behind me, and we’ll talk about entering the search criteria right now. And this isn’t so much a change. Looks a little bit different. But when I tap on new search, it’s automatically going to start me on the map searching nearby me.
So I’m not located in the MLS that I am demonstrating in. So it will zoom in on the MLS. You saw it was trying to zoom in on my location, but I’m not located near the MLS that I am currently demonstrating in. So I’ve got this in the Fargo Moorhead Association. I’ll just zoom in on my screen. But it starts you off on the map. Whenever you tap on search, it starts you off on the map To find your location on the map, normally, you would be centered as a little blue dot right in the center of the map. So all you need to do is pinch in to where that blue dot is on the center of the map.
And as you pinch in, I’m just using my fingers to zoom in right now, I’m going to be able to see those listings pop up. So before I have to type in an address or anything like that, to search nearby, when you begin a search, you’re on the map, you’ll automatically be located on the map as a little blue dot as long as you have GPS enabled on your device.
Now if you’re looking at other search results outside of where you’re located, anytime I’m looking at the map and I want to zoom in nearby, it is this little bullseye in the lower left corner. And when you tap on that, it will locate you on the map. Now I’ll do that, but you’ll see this will go all the way out to Arlington, Virginia where I am located at today. So I don’t have any listings nearby me because I’m not demonstrating in the MLS that I’m showing on screen, but just tapping that will always zoom you right to your location where you can pinch and zoom to search nearby on the map. So that’s searching nearby. I’m gonna tap back up at the top again and just cancel out from here, and we’re right at our search screen again. And if you want to actually begin a search where I put in my search criteria, That’s going to be the filter. And look at results. We’ll say, break the search down into search find act. We’ll enter search criteria in our filter. We’ll view them in the results, and then we’ll take an action. And I’ll just share a listing via text as an example on my first example today.
So I’ll tap on new search, and it starts me on the map looking at search results. I want to actually put in my search criteria, location, price, square footage, whatever it is. It is going to be this top row that we use to navigate And to edit the search to access the filter, it’s in the top left corner. So like you’re reading a sentence, move left to right. So when I tap on the left, I’m going to see my filters come out from the left. So my search templates, the same search templates that you have inside the full website, those are going to be here for you. So if I was doing a land search, I could just select that land search template. Now I am going to do that residential template today.
And then slight difference from the full website is you do have your locations search right at the top, and your MLS defines which location you’ll see here, county, city, state. You can also start typing in what you’re looking for in that location search bar. So maybe I’m looking in West Fargo. So I’ll just make my selections here, and you can type in multiple. You can add multiple results, to your search here. So maybe I want to add in Fargo as well. I can just tap on that select a postal city and also add in we’ll just search for Fargo because that is the MLS I’m currently demonstrating in. So now I’ve got two selected. So just to illustrate, you’re not limited to just selecting one item. My statuses. By default, most MLSs are looking at active listings, but you can just tap on the status line, select the statuses you’d like to include. So I tapped on Pending and Closed. If you do include off market listings, like Closed Listings or Pending Listings, you’ll notice I’ll tap on Done. When I come out to this screen, I am going to see those off market dates here. So I can set specific date ranges if I would like. I could also, if I wanted to save the search and always go x number of days back for the sold listings in this search, There is a forward backward button right here where I can say x number of days back. Now I’m just going to ignore that for right now, and I’m gonna go back to just looking at active listings. So I’ll uncheck those.
And as I’m going through and making any changes to what we’re looking for, you’ll notice it tells me how many results we have in the lower right corner. So when I put in price range, and maybe I’ll say five hundred and maybe our max of seven fifty. Oops. Tap over in that one. And when I tap on done, now we’re down to a hundred and twenty one results. And just like the template on the full website, I can use whichever fields are important to me on this particular search. I’ll tap on bedrooms and put in four beds.
As I’m narrowing this down and I’m coming down, and I if there’s something I want to search on, but it’s not on the search template, remember, you can always add a field to any search. That functionality is the same across any platform for Flexmls. I tap on add field. All of my searchable fields come up underneath, but I’m going to just tap right up here and start typing in. And I’m gonna look for central air. So I’m typing in the word central, and I see air conditioning central. So I’m going to add that to my search. I’ll tap on Done, and now that’s been added to our search, and we’re down to fifty eight results. At any point in time, if I want to jump to see those results, I can tap on fifty eight since I’m working that screen top down and it starts me on my map. But also remember I’m just going to bring my filter back by tapping on the filter.
I can always toggle back and forth just navigating along this top row. So whoops. Clicked the wrong one. Tap over here. So if I’m putting in my search criteria and you don’t want to tap on that, you can just go up to the top and say, let’s move our search filter. Just move that to the left, slides off screen, and we’re on the results. Now as we’re looking at these results, I’m going to come right here, and there are three different views while we’re viewing these fifty eight results. On the map, I can see them here, and I see fifty eight. At any point in time, if I’d like to draw on the map, I can do that as well. The drawing tool is right above the bull’s eye. It’s this little shape with a stick. It looks like a pencil drawing. So you tap on that, and then I’m just going to come through and sort of draw a shape around here, and I’m just using my finger to drag and draw that shape. I was trying to show you with my mouse at the same time. I’m just gonna use my finger. There we go.
So now it’s looking at my previous search criteria back in my filter, but just within that shape that I’ve currently drawn. Now here, if I don’t want to view these results as the map, I have those options, that list view, that single summary view right here where I see everything available, and I also have that gallery view or that kind of expanded summary. So right here, swipe through the photos, I can see there’s an open house on the listing. If I want to go into the listing details, I can just tap on the listing itself and go into the details. Now I can get to the details. I’m gonna close that. Whether I’m on the list, so I’ll tap on the list.
If I want to go into details, again, you just tap on the listing itself to bring up the listing details. Same thing on the map. You’ll actually get a little preview on the map. So when I’m on the map and I tap one of these listings go to go to the details, you’ll see I get the preview at the bottom. To get to the actual detail page for the listing, just tap, and it’s going to bring up the details. And you’ll notice whether I’m on the details or that gallery view or the summary one line view, there’s always an option to select. So I’m going to tap and I’m gonna select this listing. And if I close this, I’m just gonna tap on that x, It tells me I do have one listing selected right now. If I go to that kind of summary view here, I’m going to be able to see there’s that listing we had selected. If I want to select another listing, I’ll tap right down here. And maybe I’m on the detail or the gallery view here.
As I’m looking at the listings, if there’s something again, I want to keep track of this one, and it tells me it keeps track right in the collections down here. Now when I want to take an action with these three listings that I’ve selected, I do not need to go to collections. I have my filter, my results, and then my actions are right over here. So if I wanted to share those three selected listings, I’ll tap right here on my actions. And now I could share the selected listings. So if I tap on share selected listings, it’s just taking those three listings. I’m going to tap to select a contact, and we’ll share those maybe with Megan. So you could email that. I can type in my message here. Whoops. I can type in my message right here. I actually tapped on Megan instead of my message. So I can type in my message, hello, whatever you wanna say. I could email that. I can text. You could also tap on more, and that gives you the apps on your phone. So I could use my text messages, WhatsApp, any of my mail clients that I have on my phone, are all available from here as well. So I’ll just tap on messages. I’m just going to send this. Let’s see. So I’m just gonna put in a generic number. It’ll give me an error with this, but that’s okay. So, again, I can text from here. Now if I want to clear these listings out, I can manually deselect them here. So now I’m down to two. And as I scroll down, I can find those other checkboxes, three. If you’ve got multiple searches you’ve done and you’ve selected listings from each search and just want to clear everything out all at one time, when I go to my collections, tells me I’ve got two listings currently selected. But all I need to do is click on clear right here, and that just wipes out any of those check boxes that I’ve put in. Now my collections is blank. If I tap back on search, it starts me back on those search results. It keeps us in that same search where we were previously. So I cleared everything from collections and tapped on search and just brought it up here. And you’ll see my search criteria is still here. We have that shape that we drew, our cities, our price ranges.
And as I tap over here, I’ve got everything here.
Now I can also come in and share the search and turn on a subscription for a contact. So I can save this search for a contact, and I’m going to go into some of those actions right now. So some of these actions under this action filter. I can save my search as. If I’m just saving the search, I want it to appear in my saved searches and that’s it, I just save the search. If I’m editing an existing search, I can save the search changes, so I would just update the search, basically save as. Right? Or I could rename the search or add it to my favorite searches.
But what I want to do is come here and share my search with a contact. I’m going to share all of my search results with my contact, and I’m going to turn on the subscription. So in the future, listings that come on market and match my search criteria, they’ll be shared with my contact. So on my actions, I’ll tap on Share the Search. So I’m just going to tap to share the search. Just like in the full website, I need to save the search, so I’m going to call this, my search for Megan, and I’m going to call this my iOS example search.
IOS Example. And then I’m going to tap Save and Share. So again, I come up here. There’s my search. It’s named at the top. I select my contact, and I’ll select Megan. I can type in my message here. And, again, I can send it via email, text if they have a phone number on their record, or use the apps on my phone. I’m just gonna text it to Megan’s number. But you’ll notice if I want this search to send updates in the future to Megan, it’ll send them automatically. And when I turn them on from the app, those updates will be ASAP. So as soon as something comes on market or changes price or changes status and it matches Megan’s search, when I have the subscription turned on, then the updates will send out to Megan automatically ASAP. So I’ll just share this with Megan via text. I’ll tap on text. I see she’s got multiple phone numbers on her record. Now this is coming from my mobile phone, so she’ll get it directly from me. She can reply to me so we can just have a nice conversation about this. And I’ll just tap on the mobile number and share that with Megan. And now I’ve shared that search. And it’s actually saved the search, and it’s available in Megan’s record. So if I want to come in and see that what we’ve done for Megan, I’ll tap on contacts. Megan is right here. I’ll tap on Megan. And this summary of contact activity gives me the past thirty days of activity when Megan has been viewing listings. I can see the actual listing she’s viewed. This is the same contact activity that’s available on the full website when I’m working with a contact. And I’ll tap on viewed listings just to show you. I can drill down and see which listings she’s been clicking on, and that number next to the listing indicates how many times she’s gone in and looked at that listing. So I can see this listing she’s clicked on at sixteen times. So as I look at that, I can see what she’s been looking at and get a good idea of what she might be going back to. So I have that kind of information. Before I ever come in and reach out to Megan, I’ve got that ability to see where she’s going and what she keeps going back to. You also have a refresh button up at the top of the screen. Sometimes it will take a few minutes between the time Megan goes in and looks at a listing and the time that that count updates right here. So that’s what that refresh does at the top. Just gonna tap on back. Megan’s news feed, those are all the subscription updates she’s received from me. Listings that she’s in her portal and marked as favorites, I can come in, drill in, and see that. But then I see her saved searches. And if I tap on saved searches, I’m going to see there’s the iOS example we just saved for her, and that little green dot indicates that there is a subscription, automatic updates for listings for that search. If I tap and view this, I can actually see the search results. And up at the top of the search, there’s that subscription. So if Megan said I don’t need to get those updates anymore, I could toggle that off, and that would just turn off the updates for that search. And the updates are controlled on a per search basis. So I can turn off the updates on one search. I’ll do that I’ll turn off the updates here. And so now that search, even though she can still see the search in her portal, it’s not emailing updates to her. Because one thing to remember, with the subscription updates, even if I shared the initial search with Megan via text, the listing updates will always go out via email. So if she’s getting too many emails, I can come in, I can turn off some of those updates because as you see, I’m giving Megan updates from multiple searches right now. Just gonna tap back on out of here.
And one other thing to note when we’re searching. I’m gonna go back to our search. And, again, we’re back with that search. It kept that in here for me. Same search. I’ve still got those sixteen search results in that shape in our filter that we set up for Megan initially. If you’re not used to this workflow of search, tapping on the filter, entering your filter, Find, coming in, looking at the results, selecting the results from the list, the gallery, the map, or looking at the listing details. And I can always share individual listings from the detail page as well. I’m gonna tap x out of here.
If or maybe I take an action right here. And maybe I’m here, and I’m thinking to myself, I would really like to go back and edit my search. But because this is a new layout for you, you might accidentally go up to the top of the screen and tap the word back. And if I do that, it takes me back to the search page. And don’t panic, and you’re like, oh, I just put in that search. We drew this drew the shape. I want to get back to that search. That’s what the previous search option allows you to do. So if I tap on previous search, you’ll notice I’m back to those sixteen results. I can go in and I can look. I see there’s that map filter right here, all of those search templates before. So as you’re learning to use that new user interface at the top, search, find, and actions all up at the top of the screen, If you accidentally click on Back, don’t panic. Just tap on Previous Search, and it’s going to take you right back to where you started.
So even though you never saved even if I never saved the search, I did save this search, but even if I had never saved it previously, I have that option to get back there and view those search results. Now to start a brand new search and ignore that previous search we were doing, just tap on New Search, and then it starts me back on the map.
If you go to my filter, I just tap here, and we begin typing in our search criteria just like we did previously.
So that was looking at the search on the map and a lot of the changes to the search. One thing I do want to talk about, is the hot sheet. Because I mentioned any of my searches, like if I go to my saved searches, ninety percent of these searches I made while on the full website, but they’re available for me all within my app right here. So all of my saved searches are available. Anything I do with searches, sharing listings, working with contacts, turning on the subscription, inviting the portal, anything like that, that syncs back and forth between my app and the full website. One thing that does not sync between platforms is the hot sheet, because on the full website, you have many options for the hot sheet. You have gadgets, you could have multiple hot sheet gadgets, custom hot sheets. The app wouldn’t know what to sync with, so I can set my filters on my app, and it’s just individual to the hot sheet that I’m viewing on my mobile device. So up at the top on my hot sheet, make sure especially if you’re you’re in a large MLS, maybe it covers a large geographic area, you can always tap on filter. Look at just the locations you want to come in, and I’m going to do Fargo, and I’ll add West Fargo and West Fargo. So I see I’ve already got Fargo. We’ll add in West Fargo.
Tap on done, and then my time frame that I could select and property types. So if you’re looking at this, maybe I want all property types except commercial. Maybe I never deal with commercial. So I could include all property types on my hot sheet and tap done.
And so I’ve changed my filter. I can tap View Results. And so now I selected I added more property types, another city, and so now it’s just filtering here. There’s a refresh button on top of the hot sheet, so if you want to get most up to date information, you’re saying when does that new listing hit the hot sheet, you can just refresh right at the top of the screen. And when you set the filter on the hot sheet, it’ll keep those filter settings that you have. Unless you go in and manually change that, my hot sheet is now set for my app, so I don’t have to go in and modify that. So even if I navigate away, do a lot of other things when I come back to my hot sheet, I’ve got that filter already applied.
And the very last thing that I’ll come back with here actually, before I do that, I did mention in context in passing that you could invite people to use your client portal. You’ve probably seen that on the full website. To send an invite to somebody to use my client portal on the app, I just tap when anytime I see a contact, I can see this green notification button that says send invite, and it’s looking a little blown out on my screen. I’ve got high resolution up here or high contrast set up. But if I tap on Alonzo, I can either tap and send the invitation to the portal here or just tap here, and it’s right up at the top here as well. And tapping on that either place does the same thing. I’m sending this to Alonzo. All this is is a portal invitation. So it will give him a link in this invitation where he sets his password to log into your portal. In the client portal, your client can see anything that you’ve saved for them as far as searches. If they have a subscription, they’ll have a news feed in the portal as well, so they can see all the listing updates in one place. They don’t have to refer back to email to see that. And they can also start their own searches and favorite listings that they find, and you can see what they’re doing. I’m just gonna cancel out from here, tap on back. Anything that they do, whether I’m just sending them listing updates, whether they’re in the portal and running their own searches, or if I’m just manually sharing listings with somebody, all of that oops. Didn’t mean to tap that.
All of that gets logged here into that listing activity. So those viewed listings, all that activity aggregates right here, so all of those clicks build on each other. Doesn’t matter how Megan is viewing that listing, only that I’ve shared it with her, whether she’s in my portal, just looking at the listing updates from a subscription, or maybe I’m just sending her listings one by one as I come across them. They all come here for those clicks. So I can see how many times she’s clicked on any particular listing regardless of how she got that listing from me. And I can always drill into that listing as well.
One thing I didn’t talk about from the listing detail page, if I tap on the photos, I do have right here, which is kind of like this expanded view for the photos, I can tap to bring up the photo full size, pinch, and zoom. So if they have nice high resolution photos, I can see it there. I can also toggle the view when viewing photos. Up at the top of the screen, I see the grid view. I’m just going to tap on that. And so now it allows me to see all the photos at once, tap on any that interest me. Maybe I’ll tap on this gym, looks like a nice gym. And I also see up at the top, all of those photos that you add to your listings, they have those tags applied to them automatically. AI just goes through and looks at the photo and determines what does that photo look like. Is that an exterior shot? Is it a living room shot? So if I want to tap on exterior so you don’t have to do anything separate when you’re adding photos or anything like that.
Those tags for those groups get added automatically. So I can come out, break out those photos easily. Same thing when I share a listing with somebody and they view the interactive listing. They have those same options to view the photos in kind of this summary page or right up here with that grid view, and they have those categories up at the top of the screen as well.
And as I’m looking at this, remember that this is your agent app, so this contains all of the listing information. So if somebody is looking over your shoulder, I do see listing member information, everything, agent only remarks, all of that is going to be available as we’re looking for that. So I always just remind that to people that you’re sharing your phone with somebody and showing them a listing that this is the agent version of the listing that you see within your app.
If your MLS uses any third party integrations, Realist for tax or RPR or TransactionDesk or ShowingTime.
Any of those third party apps are available within your app as well. Now the very last thing that I’ll come through, we spent most of our time talking about the new search, little bit on the hot sheet and then some photo information here. Very last thing I’ll talk about is editing listings. I’m just gonna pull my phone off the screen for a quick moment while I come through. I’ve got to change users on my phone just because in my demo account, I don’t have any actual listings, so I can’t edit a listing and show you what that looks like. And bring my phone back. So I’m just using as an agent here, that has actual live listings to show you what this looks like. To edit your listings, in my menu at the bottom of the screen where the search, the hot sheet, the contacts, and collections were, on the more tab, I’ll just tap on more. There’s my messages, but I’m going to tap on my listings.
And when I tap on my listings, as I go into listing details I’m just gonna pull up a listing.
When I’m in my listings, go to a listing, and do the details, that is where the edit option will appear at the top right of my screen. And when I tap on edit at the top of my screen, I’m going to see my summary information at the top, My statuses your MLS may use slightly different statuses than what you see on screen here. But just like the full website, if I were to go in and close the listing, I would choose the status I want to change it to.
I would tap on that and fill out those required fields. And come back down. You also have the ability to do price changes just like on the full website. Go with the media, add more photos, edit the photos, change the order, floor plans, documents, videos, virtual tours. You can do all of that from the app. So maybe I just stopped by, took a great picture with my phone because so many phones have great cameras nowadays. You could upload the photo here, and it’s the same photo upload process as the full website. Add photos, select a photo from your phone, drag and drop to rearrange. Just gonna tap return to edit listing, and then I could also add in, the open house information.
So if I wanted to come in and schedule an open house, I tap on that, fill out those required fields for adding the open house, the date, the time, if there are remarks available for your open house. We have all of that from here. And again, the way we got to this screen, just one more time, I’m going to kind of exit out from all of this, and that’s from my menu at the bottom. Tap on more. Tap on my listings, and then it’s in the listing details. When I tap to view the details on a listing, that’s where I’ll see the edit option. For iOS, that’s the only way you’re going to get that edit option is go through my listings, go to the detail for that specific listings, and then tap on edit.
That does take me to the end of everything that I had wanted to show you today. Thanks, and have a great rest of your day.
