SHOWING MANAGER. PART 1 MY LISTINGS: Activate and Setup Listings so Showings can be Requested when agents are Searching Listings.
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1 SHOWING MANAGER The Navica Showing Manager will allow you to maintain and manage Property Showings, Setup Listings for electronic showings and Request Showings. PART 1 MY LISTINGS: Activate and Setup Listings so Showings can be Requested when agents are Searching Listings. PART 2 REQUEST SHOWING: When a Listing is participating in the Showing Manager you will see a Request Showing Link on each Display which will allow you to Request a Showing Online. PART 3 SHOWINGS: This section allows you to Manage and Maintain the Showings of Properties as well as a Calendar of all Showings and a Reports section. PART 4 SELLER GATEWAY: Allows you to create an Internet Gateway Account for your Sellers. Using their Address you may provide Sellers a personal password to a Private Web Based Account. PART 1: MY LISTINGS This feature allows you to Setup and Activate your properties to participate in the Showing Manager. SETUP Go to My Listings located on the Navica Menu and then click on Edit Showings. You will see six tabs at the top of the page: Settings, Recurring Blackouts, Blackouts, Schedule, Feedback/History and Seller Gateway. August 18,
2 SETTINGS A. When the SETTINGS screen loads fill in the following information: Allow Showings: Select Yes to allow agents to electronically Request Showings. Auto Accept Requests: Select Yes if you would like to utilize the Auto Accept feature. Using Auto Accept will allow a request to be Approved Automatically and in will show in the Showing Manager Menu under Approved Showings. Alternate Enter Additional Addresses such as a Co- List Agent or Personal Assistant. Showing Instructions: Enter Showing Instructions pertaining to the Property. Seller s Contact Info: Enter Name and Contact Information of the Seller. This information is not available to the Showing Agent! Listing Notes: A place to add Additional Information on the Property or Additional Showing Instructions, etc. This Information is Viewable by the Showing Agent as well as the Seller. Notifications To Seller: Selecting Yes will indicate that you would like Notifications to go to your Seller when a Showing has been Approved showing Comments, etc. Feedback To Seller: By selecting Yes showing Feedback will Automatically be ed to the Seller. Seller s Address: Enter the Address of the Seller. If Yes is selected for the Notification Option and the Seller s Address is entered the Seller will receive s regarding Showings and Feedback. Alarm Information: Enter the Alarm Code, Disarm Code and Location when applicable. Lockbox Information: Enter the Lockbox Information. This Information is included in the Appointment Confirmation to the Showing Agent. Vacant: Is the Property Vacant, Yes or No. B. RECURRING BLACKOUTS This Feature allows you to enter Recurring Dates and/or Times that the Property Cannot be Shown. Example: Day Sleepers or Certain Days. Once you click Recurring Blackouts you will have the Option to Select an Entire Day or Times within a day that are Not Available for Showing the Property. Click Save Settings to apply. C. BLACKOUTS Select any Day(s) or Times that the Property is Not Available to be shown during the Calendar Month by clicking on the Date. The Blackout Calendar screen will load with Available Times to check for Each Day in the Selected Week or the option to check All Day. August 18,
3 Click Save Settings to apply. D. SCHEDULE This feature is used to View your Showings that have been Scheduled for the Current Week for this Specific Property. To see Other Weekly Schedules for this Specific Property click on Previous Week and/or Next Week. E. HISTORY/FEEDBACK This feature will allow reflect any Past Showings and Feedback (if provided) for this Specific Property. F. SELLER GATEWAY This will allow you to set up the Seller s Access to a Private Web Based account for their Property. Here they will be able to View any Past Showings, Future Showings, Total Number of Showings, Feedback (if provided), Open Houses, the number of times the Listing has been Viewed by Agents within the MLS and the number of times their Listing has been Viewed on Navica Websites. SCHEDULE SHOWINGS Once a Property has been Setup there will be a Schedule Showings Link in My Listings. To Schedule a Showing: Click on Schedule Showing. The Calendar will load. Select the Date to Schedule the Showing. Dates that are Not Available will not be Selectable. Once the Date has been Selected you will be prompted to select the Time to Schedule the Showing. Times that are Not Available will not be Selectable. Enter the Showing Agent s Name. Enter the Duration. Enter any Comments you would like to make regarding the Showing, These comments can not be viewed by anyone other than the Listing Agent. PART 2: LISTING DISPLAYS A Request Showing Link located on all Listing Displays will allow any Agent to Request a Showing of a Property that is participating in the Showing Manager. Once a Property has been set up on Showing Manager a Request Showings Link will appear on all Displays. If there is not a Request Showings Link the Property has not been setup in Showing Manager. August 18,
4 REQUEST SHOWING Click the Request Showing Link. A Calendar will load along with Showing Instructions regarding the Property. To Request a Showing click on the Desired Date. Dates that are Not Available will not be selectable. Once you have selected the Date you will be prompted to Select the Time you would like to Show the Property. Times that are Not Available will not be selectable. You will then be Automatically Prompted for the following Additional Information to Request a Showing: DURATION: Enter the Duration of the Showing by clicking the Dropdown. CLIENT FIRST NAME: This Information is Not Available to the CLIENT LAST NAME: This Information is Not Available to the CLIENT PHONE NUMBER: This Information is Not Available to the COMMENTS FOR THE LISTING AGENT: Enter any Information that may be useful for the Listing Agent to know. For example: Second Showing. PRIVATE COMMENTS: This Information is Not Available to the After the Information is entered click Request Showing at the bottom of the screen. You will receive a Confirmation Screen notifying that your request is either Auto Approved or your Request has been sent for Approval. PART 3: SHOWINGS Located on the Navica Main Menu, Showings allows you to Maintain and Manage Showings of your Listed Properties and Showings of Other Properties that you have Requested to Show. Your Listings that are Pending Approval as well as any of your personal Recently Completed Showings will appear at the top of the Navica Home Page when you login. The Notification will be in a yellow banner called Showing Manager Alert. Click Showings from the Navica Main Menu. You will see the following tabs across the top of the page: Summary, My Listings, My Showings, Calendar, Reports and Settings. If an Agent Request a Showing the Listing Agent is able to Approve the Showing August 18,
5 either by or Text Message. A. SUMMARY A Quick Summary and Link to Additional Information B. MY LISTINGS Showings of My Listed Properties. Under the My Listings tab you will see All Approved Showings and Showings waiting for your Approval. The following Options are located on the right side of the screen: Notes, Schedule, Cancel and/or Approve (if still Pending). NOTES: Will provide the Showing Instructions SCHEDULE: Will reflect the Status of the Showing Date, whether it is Requested and Waiting Approval, Approved, etc. See Legend for Explanation of Status Options. APPROVE: Click to Approve the Requested Showing for the Corresponding Listing. This will move the Showing into the Approved Showings section. (Seller and Showing Agent are notified by when showing is approved. Showing Agent also has the option to receive a Text Notification). CANCEL: This will allow you to Cancel a Requested and Approved Showing. ( Notification will be sent). NOTE: When the Listing Agent Schedules or Approves a Showing on their Listing it is Automatically Approved whether it is set to Auto Approve or Not. C. MY SHOWINGS My Showings are Properties that you have Requested to Show. The My Showings screen allows you to view Today s Showing Schedule, Upcoming Showings and Past Showings that you have Requested. The following Options are located on the right side of the screen: Notes, Re-Schedule, Complete, Cancel and Delete. NOTES: Will provide the Showing Instructions RESCHEDULE: Allows you to Reschedule a Showing by Selecting another Date and Time for Showing the Property COMPLETE: Allows you to Add Feedback on the Showing. If during setup the Listing Agent has activated the Option and added a Valid Address the Seller will receive a Feedback once the Showing Agent has Completed the Feedback. CANCEL: Allows you to Cancel a Showing D. CALENDAR Allows you to Preview all of your Showings, Past, Present and August 18,
6 Future Scheduled. When you click the Calendar tab within the Showing Manager you will see the Current Month of Showings. To View Past Showings click on the Previous Link at the top of the Calendar. To View Future Scheduled Showings click the Next Link at the top of the Calendar. To View Times for a Certain Date click on the Desired Date and the Schedule will appear in addition to the Status of the Showing. E. REPORTS The Reports tab allows access to the following Reports: SHOWINGS OF YOUR LISTING BY AGENT: A report of Agents that have Shown Your Listings. SHOWINGS OF YOUR LISTING BY PROPERTY: A report of your Listings by Property and the Agents that have shown the Listings. MY SHOWINGS SUMMARY: A report of your Showings during a Specified Time Period. MY SHOWINGS BY CLIENT: An Alphabetized Report of your Clients and the Properties you have shown them UNAPPROVED SHOWINGS: A report of the Requests for Showing your Listing that you have not yet Approved. F. SETTINGS If Available in your Board/Office this feature allows Office Staff or Broker to Change the person Setting Appointments for your Office. Office Staff or Broker has the ability to turn off the Notification for Office Showings . Office Staff or Broker has the ability to turn off the Notification for Auto Approval when the Listing Agent is the Showing Agent PART 4: SELLER GATEWAY Used in Conjunction with Navica Showing Manager the Seller Gateway Account is designed to open up lines of Communication with your Seller and offer a Superior Level of Customer Service. Using your Seller s Address you can provide them Access to a Private Web-Based Account. This valuable Website keeps your Seller fully aware of Showings, Open Houses, Feedback and MLS Activity while their Property is on the market. SETTING UP THE SELLER GATEWAY Click My Listings on the Navica Main Menu Click Edit Listing beside the Listing you are setting up August 18,
7 Click Edit Showings Click the Seller Gateway tab Enter the Seller s Address and a Password. Click on Save Settings. Once you have Saved the Settings you will receive a Prompt to the Information to your Seller. The Seller is now setup and ready to access the Website. Access to the Seller Gateway is The Seller will enter their Address and Password Provided and click Login The Seller will now be able to see the Following Information: The Number of Times the Listing has been Viewed by Agents within their MLS The Number of Times the Listing has been Viewed on Navica Public Websites Past Showings including Dates, Times, Comments and Feedback Future Scheduled Showings Open Houses including Dates, Times and Notes To change an Address or Delete Gateway Access go to My Listings, Edit Listings with the Listing, Edit Showings and select the Seller Gateway tab. Check Delete Access/Change Login then click Update Settings. August 18,
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