Smart Sites Sell My Home

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1 Smart Sites Sell My Home Powered by: Support: / Mon. Fri. 8:30 AM 9:00 PM Sat. & Sun. 10:00 AM 3:00 PM

2 Smart Sites Sell My Home All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form of by any means, electronic, mechanical, photocopying, and recording or otherwise, without the prior written permission of California Regional Multiple Listing Service, Inc California Regional Multiple Listing Service, Inc. 5/2/2012 Page 1 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

3 Smart Sites Sell My Home Sell My Home is a valuable feature of Smart Sites Website offering you the ability to enter showing information, advertisement activity and monitor all activity associated to an active listing. At the same time, it allows your client to easily view the status and progress of their property simply by logging into your website. Sell My Home for the Agent 1) Login to Admin 2) Click My Website 3) Click Clients 4) To set-up Sell My Home for your client, a. Search and select your client in the Client List b. The Client Summary Information window will display, scroll down to find the Sell My Home Properties section c. Click Add Page 2 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

4 d. The Add a Seller Listing for (client name) will display i. Select a Listing Source from the dropdown list ii. Enter Listing Number and Short Listing Description iii. Check boxes for display and information iv. Click Submit v. If you select Search for listing on public site, you will be directed to the Listing Search page for your company where you can find the MLS number if needed Note: The client must be active and the active listing entered must be either listed or co-listed by you to submit a Sell My Home Property e. You can add additional Sell My Home Properties by selecting the Add button and repeating the steps above 5) Once you have set-up your client with Sell My Home, a. Search and select your client in the Client List Page 3 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

5 b. Click the Sell My Home button in the Sell My Home column c. The Sell My Home Summary will display, click the View Listing Report link to view listing data for this property Note: This is the same Listing Report you will find under Listings d. The Sell My Home Summary contains; i. Market Information from the MLS ii. Web Site Activity Information from Smart Sites Website showing the number of times this property has been searched and viewed within all of the Smart Sites Websites within your company iii. Showing Information from the List of Showings information you have entered (see below) Page 4 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

6 iv. Advertisement Activity from the Marketing Activities and Open/Appointment Ads information you have entered (see below) 6) In the left Sell My Home menu, click on; a. Click Edit Property to enter a description, check to display to allow your seller to view it b. Click List of Showings to Add New, Add Comment, Edit an existing comment i. If you select Edit, the Edit Comment window will display ii. Approved For Display will be checked by default iii. Note: When a showing comment is approved for display, your seller will see this comment when they login, otherwise only you will see the comment Page 5 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

7 iv. Click Submit v. The Comments window will display, Approved For Display will default to Yes vi. If you change Approved For Display to No, click the Update Display Approval Status, OR vii. Select Edit to further revise the comment, OR viii. Close the window by clicking the red x c. Click Marketing Activity to Add New, Edit or Delete activity i. If you select Edit, the Edit Activity window will display Page 6 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

8 ii. Edit the Description, click Submit and Close d. Click Open/Appointment Ads to Add New, Edit or Delete Open House or Appointments i. If you select Edit, the Edit Open House/Appointment window will display ii. Edit the Ad Type, Advertised In, and/or Description, click Submit Page 7 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

9 e. Click View Web Listing, to view the Property Details 7) Click Preferences, check the boxes to select notifications for your client and self 8) Click Submit Page 8 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

10 Sell My Home for the Client 1) When your client logins into your website, they will see in the Customer Dashboard a section named Sell My Home 2) When your client clicks on the View Sell My Home for your property link, the Sell My Home window displays Page 9 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

11 3) When your client clicks on the Sell My Home button, the Sell My Home Summary displays a. The client can select the View Listing Report link to see the Listing Report (which includes your company logo and your contact information) 4) In the Summary view, your client can select from the dropdown list; Page 10 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

12 a. List of Showings - This displays the detail of the Showing Information in the Summary view corresponding to what you entered in List of Showings above b. Marketing Activity - This displays the detail of the # of Marketing Activities under Advertisement Activity in the Summary view corresponding to what you entered in Marketing Activity above c. Open/Appointment Ads This displays the detail of the # of Open House Advertisements and # of Appointments in the Summary view corresponding to what you entered in Open / Appointment Ads above d. Preferences - This displays the Preferences for the client and corresponds to what you entered in Preferences above Page 11 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

13 e. View Web Listing - This displays the Property Details on your website, which is the same as View Web Listing above Sell My Home On The Go The mobile-friendly version for your client is slightly different than the full site views above. 1) When a user has a Sell My Home property they ll see a view Sell My Home button on their agent s mobile website. Page 12 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012

14 2) This opens a Sell My Home Mobile Summary page with listing information and activity on their property. 3) A link to Showing Feedback can be found at the bottom of the page. Very similar to the full site Sell My home, showing times and feedback will be displayed here. 4) The View My Property will open the mobile details page for that property. Users that have more than one Sell My Home property will only see the property that was most recently entered added to Sell My Home. Page 13 Copyright Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012