Step One: Choose Firefox as your browser when using Flexmls. Very conducive to

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1 MLSSAZ: 101 Introduction to features in Flexmls Sign in and modify profile information Find and view MLSSAZ documents Create and edit your contacts Become familiarized with Search Differentiate between search, listing collections, subscriptions, portal Step One: Choose Firefox as your browser when using Flexmls. Very conducive to computer operating system needs. Step Two: Navigate to the log-in page for Flexmls: tarmlsgateway.com MLS Technical Support Team * (520) * TechSupport@MLSSAZ.com

2 Features All the feature you desire to become assets in managing and connecting with your clients. Your user name is your MLSSAZ member number Remember small letters tar. You will select the Flexmls icon and click This step-by-step guide is using the new customizable menu: You will find the features under the Menu icon 2

3 Listing Collection: Providing a specific set of properties on a one time basis via . No updates. No ability to search MLS directly. Subscription: Setting up a search with specific criteria to send the client an invitation to receive additional updates such as new homes which meet the criteria or updates to the original list. Requires the opt in. Portal: The ability to send feedback to the agent on the selected properties in the subscription, to search directly, to hide listings or to save favorites. Client will accept and set up their own password. 3

4 Verifying your professional information in your profile Click on your initials on the upper right hand side Chose my profile Click on the item you would like to update Choose Edit Choose Save 4

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6 . Contact management: Allows you to add, update and send out subscription s (automatic s) to your clients. You have the option of confirming with your client they want to opt-in and this helps keep your address out of junk or trash files. Opt-In Status: Displays if your contact has confirmed their subscription, if you had a bad and your client has not received your information and individuals who have confirmed the connection. Presentation: The CMA reports that have been created Reverse Prospecting: The ability to search for agents who have saved searches matching your listing Contact Summary: Overview of your contacts listing preferences, number of s sent to them and a list of the saved searches. Subscriptions: View a list of any automatic s that have been sent to your clients. My Sent s Review s that you have sent to clients from Flexmls via manual or subscription. 6

7 . Enter First Name Last Name Click on the +Add sign 7

8 Your Search Search Quick Search Simplified version of the Full Search in which the most used search criteria has been generated in an easy to use format. Full Search: The Full search displays every searchable field in the Flexmls database, allowing you to choose from the options to add them to your search. This method does not produce more search results than the Quick or the Map searching options, all search methods will produce the same results when the same criteria is entered. Map Search* Displays the Quick Search criteria for adding search criteria, with the additional benefits of mapping tools, Google and Bing satellite images, mapping overlays and Nosy Neighbor. *MLSSAZ search method* Quick Search 8

9 Quick Search Fields Criteria will populate on the left side of the screen, complete the search with any information available. Use the scroll bar to view all search criteria. Please note with subdivision searches you need to look for the Show command to secure all the various units 9

10 Quick Search Fields Once an item is selected additional information will populate (i.e. min and max amounts). Unless your buyer ONLY wants 2 bedrooms and will not look at a property with more than 2 bedrooms do not fill in the maximum. 2 Minimum and 2 Maximum will display only properties with 2 bedrooms and not with or more. Click on the MLS of Tucson Association of Realtors header to expand You want to search Green Valley or Santa Cruz separately for now because data is being shared but it is not merged You may search any field used to enter a listing by choosing the + Add a Field to the Search 10

11 Ways to Display Your Search 11

12 Map Search The Map Search can assist you in searching for a specific property, creating CMAs and creating a search area for a client. The star is the property you have highlighted on the list Street View Google Maps Bird s eye Bing Maps 12

13 Decide if you want a one time set of listings or a subscription Creating a specific listing collection: After the general search, place checks next to the properties that you want to add to your Listing Collections. Create the collection by adding a name and click Save. You will find it again in Search, then Listing-Collections 13

14 Saving the Search for a Subscription For a subscription, choose save and Save Search: Name the search and highlight your contact Choose Save Subscription You will Name the Search Select the Contact to Send Save and Add Subscription 14

15 Saving the Search for a Subscription Your first choices include if you want a copy and how often to receive the subscription Set up a template to be used each time to save time 15

16 Choose these listing now Check to ensure: The All Results Option is chosen not just the Current Listing Showing as 1 you want All Results (6) If you want the Documents and Open Houses included ensure the boxes are checked. If you do not have the boxes open If you would like a copy of what your client receives have the box filled It is a best practice to be notified when the recipient views the page the first subscription it is critical for them to opt in after that they do not have to opt in. 16

17 Ensure you verify the number of results you want to transmit Go to Contact Management and Verify: 17

18 The very first time a client is setup on a Subscription they will receive an confirmation asking them to subscribe The client must click on the link to confirm before any s will be sent to the client. This confirmation can only be sent twice to a client and if both notices are ignored/rejected that address will not receive any future subscription s. Flexmls remembers the address, therefore deleting the contact and creating a new record will not allow Subscriptions to be sent to the client. A completely new address will need to be utilized. 18

19 Step 3: Determine if you would like to invite them to the portal You must also Invite to Portal...not just turn the Portal on. 19

20 What your client sees when you invite them to the portal. 20

21 This field is where the client can search directly 21

22 The client can 22

23 The system will store all the messages sent to you from the portal for that contact so no need to save the s. 23

24 To see who has Opted-In and who has not click on Contacts Click on Opt-In Status You will have many options, including if an was found to be undeliverable. 24

25 The links at your finger tips Go to home and choose the MLS choice You also have a direct link the tech support for questions: 25

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27 Detail> Tax Info The CRS Courthouse Retrieval System is a MLSSAZ member benefit, providing you with property information for Pima, Santa Cruz, Cochise, and Pinal Counties. This icon will open the entire report in a new tab 27

28 Detail The Detail view will display the Agent Detail Report of the listing. Report Chose from multiple different report types including Detail Report, Flyers, and IDX reports. History- Displays property and listing history. Tax Info Automatically connects to the CRS (Courthouse Retrieval System ) populating the report on the selected listing. Supplement- An additional 10,000 character field that displays when a listing agent adds this section to their listing. Documents Any documents that have been uploaded to the listing will display here. Mortgage Information (RatePlug) Provides the monthly mortgage payment for a property based on current rates and lender information. 28

29 At Your Fingertips Resources Contact MLSSAZ Technical Support Monday-Thursday from 8am to 5pm Fridays 9 am to 5 pm (520)