Trestle Quick Start Guide

Transcription

1 Trestle Quick Start Guide Introduction Trestle from CoreLogic is a data management and productivity solution that will be released in multiple phases. The initial launch of Trestle is explicitly designed to expedite the Web API certification defined by the Real Estate Standards Organization (RESO) and mandated by the National Association of REALTORS. During this initial phase, Trestle features pertaining to general data distribution are disabled. To expedite RESO certification for your multiple listing organization, you must complete two tasks: 1. Subscribe to Trestle 2. Enable a Trestle Connection for RESO The documentation below outlines the steps required for each task. In subsequent releases, Trestle will enable you to fully manage data feeds and connections, empowering you to establish policies and fees for your data feeds, establish your data licensing terms, and leverage an embedded e-commerce solution that will deposit collected fees directly into your bank account. Trestle is a complete solution that will not only simplify your operations, but will also cast a powerful spotlight on your organization s commitment to empowering your brokers and the technology providers who support them. To learn more about Trestle, please visit the Trestle website. When you are ready to begin the subscription process, click Get Started at the bottom of the main page. Contact Us We are here to help! Please or call the Trestle Support team. Trestle TrestleSupport@CoreLogic.com Trestle Phone: (844) Trestle phone support is available between the hours of 8:00 AM 8:00 PM Eastern, Monday to Friday. Page 1 Trestle Quick Start Guide Release 1.0

2 Task 1: Subscribe to Trestle Thank you for choosing Trestle we are excited to welcome you aboard! The subscription process will be completed in five steps. Before you begin, please review the instructions below to insure you have gathered all the information required to successfully complete the process. In Step 1, you are asked to select your business type. To continue, click Next beside Multiple Listing Organization. In Step 2, you must enter your Primary Contact Information. As the person completing the subscription forms, you are probably the Primary Contact who will be responsible for general administration of your organization s Trestle account. The Primary Contact must be someone from your organization who has the authority to approve the Trestle subscription agreement on behalf of your company. If that is not you, please be prepared to provide that person s contact information instead. Note that your password must contain at least one upper case letter, one lower case letter, one number, and one special character (such as # When you have entered all the required Primary Contact Information, click Next. Page 2 Trestle Quick Start Guide Release 1.0

3 In Step 3, you must enter your Company Information. Be prepared to enter the full legal name of your corporation, as well as the state of incorporation. Also be prepared to enter the signatory name, title, and address of the person in your company who will execute data license agreements with technology providers via Trestle. This will typically be the chief executive officer of your company, but might be another officer of your multiple listing organization. When you have entered all the required Company Information, click Next. After you complete Step 3, the Trestle support team will confirm your identity, enable your account, and send an to the Primary Contact entered in Step 1. The will include a link to the Trestle login page. Please click the Trestle link and Login. Page 3 Trestle Quick Start Guide Release 1.0

4 In Step 4, you are asked to accept the subscription agreement following your initial login to Trestle. Please review and click I Accept. Welcome aboard! Please note the tools appearing directly above the Trestle Subscriber Agreement that support document navigation, zoom, printing and saving. Now that you have subscribed to Trestle, you need to complete Task 2 described below to create a connection with RESO and begin Web API testing and certification. Task 2: Adding the RESO Connection Trestle is designed to facilitate connections with technology providers and brokers; detailed information on that process will be provided soon. For this initial phase, we have created a special process for your multiple listing organization to authorize a connection with RESO and provide a data feed for Web API testing. Please complete the steps below to create a connection for RESO Web API testing and certification. Page 4 Trestle Quick Start Guide Release 1.0

5 Step 1 begins on the Connections manager screen. To start creating a new connection, click Add in the lower left corner. In Step 2, click Add to choose RESO as the technology provider you want to connect with. Page 5 Trestle Quick Start Guide Release 1.0

6 In Step 3, you will see the preset parameters for the connection between RESO and your multiple listing organization. The parameters are fixed and cannot be changed. Click Enable Connection to save the new connection and approve RESO s access to your listing data. In Step 4, note that Trestle will provide a warning that you are about to allow this technology provider to access your data. The warning is relevant to enabling other connections, but does not apply to RESO. Scroll to the bottom of the page and click Enable this connection a 2 nd time to grant RESO access to your data for certification. Page 6 Trestle Quick Start Guide Release 1.0

7 In Step 5, and to complete the process, click Done. To conclude this process, Trestle automatically displays the updated list of approved connections for your multiple listing organization. RESO will be the only Connection on the list. This display is your confirmation that RESO will begin certification testing and contact you when it is complete. No further action from you is required at this time. This concludes the instructions on how to subscribe to Trestle and initiate RESO certification testing. Though this process, you have been introduced to connections the exciting component that enables you to engage directly with technology providers and brokers CoreLogic, Inc. All rights reserved. CORELOGIC, the CoreLogic logo, and TRESTLE are trademarks of CoreLogic, Inc. and/or its subsidiaries. All other trademarks are the property of their respective holders. Page 7 Trestle Quick Start Guide Release 1.0