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10/25/2015. Familiarity with the mouse and keyboard Basic Internet proficiency An understanding of the real estate industry 10/25/2015

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Page 1: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

04/21/23

Page 2: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Familiarity with the mouse and keyboard

Basic Internet proficiency An understanding of the real estate industry

04/21/23

Page 3: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Lesson 1: Getting Started Lesson 2: Search for Listings Lesson 3: Results Grid Lesson 4: Details View Lesson 5: Polygon Map Shapes Lesson 6: History Search Lesson 7: Add/Edit

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Page 4: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Fusion 2: Automation and Prospecting - Hotsheet Reports, Custom Search, Prospects and CMA.

Fusion 3: Customization and Advanced Functions - Custom Grids, Report Editor, Download, Statistics, Financial Functions, Client Gateway, and Agent/Broker Reports.

FOCUS: RE Data Accuracy – Explanation of Data Maintenance Fees (DMF), the DMF process, and History of DMF and Fines

FOCUS: Map Search – Searching by Polygon Shapes and the Geocode Process

FOCUS: Choosing the Right Search – Translating a Client’s words into an accurate MLS database search

FOCUS: Kurio – Search for Listings, Email, Roster, Save Listings on Mobile Devices

FOCUS: Mobile Forum – Learn about your handheld device and share tips and problems with other mobile users

FOCUS: Data Co-op – Map Centric data combining Realist Tax data, MLS data, AVM, and demographic info into quick and easy, visually striking, professional reports

Realist – Tax Records, Map and Polygon Searches, CMA, Mailing Labels, Reports

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Page 5: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

An Internet connection A computer with Firefox, Internet Explorer, Chrome, or Safari web browser

http://cbrmls.fusionmls.com User ID and Password Latest Version of Adobe Flash Player for Mac or PC

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Page 6: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Logging In and Out Message of the Day/Welcome Screen Home Page Navigation Gadget Functions and Customization Getting Help Online Fast Find Searches

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Page 7: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Search Using Fast Find Gadget MLS Numbers: 212001234, 9900100 (comma, no space as separator)

Address: 5242 Willow Grove

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Page 8: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Inputting Criteria Using Operators Adding and Removing Fields from Search

Checking Current Criteria Dynamic Map View of Matched Listings Property Info Card – Hover on Map Icons on Property Info Card Saving Listings to My Folder Removing Listings from My Folder

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Page 9: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Create Your Own Search Hover Listings on the Map View to Display Property Info Card

Save Listing to My Folder by Clicking the Link on Property Info Card

Remove that same Listing from My Folder

View Property Report (A2A) by Clicking Report Icon on the Property Info Card

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Page 10: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Viewing Results on the Grid and Grid Map No Search Functions on Results Grid Results “Panes”: Images, Grid, Map Viewing Listings in Linked Panes Gallery View of Thumbnails Selecting Multiple Listings on Map or Grid Sort and Filter Options Driving Directions and Statistics Print and Email Results

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Page 11: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Search RES for Whitehall Schools Go to Results Grid Select 3 Listings Print Preview (do not print) the Listings

Optional: Email Yourself the Listings

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Page 12: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Switch Between Grid and Details View Filtering on Grid Limits Detail Properties

Left Side Links and Options Gadget Views and Customization Navigate Listings in Current View Selection of Listings for Print or Email Viewing Other Report Views Printing Reports vs. Gadgets

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Page 13: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Search RES for Whitehall Schools Go to Results Grid Click the Magnifying Glass icon on the Grid or Details Tab at the Top to Go to Details View

Close History Gadget on Detail View Go to Customize Button and Check History to Make the Gadget Visible on Details

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Page 14: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Map Toolbar Buttons: Pencil(Polygons), Pushpin(Locate), Binoculars(POI), Overlays(Zip, etc), Eraser(Clear), Crosshair(Set View), Printer(WYSIWYG)

Mixing Criteria and Polygon Map Shape Types of Polygons: Radius, Rectangle, Multi-facet Polygon

Editing and Moving Polygons Multiple Polygons Per Screen/Search

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Page 15: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Create a Radius Polygon Create a Rectangle Polygon Create a Multi-facet Polygon Click Rectangle Tool, Edit Rectangle Click Radius Tool, Move Radius Shape Turn on School District Overlay Click Eraser to Clear Map

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Page 16: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Search Listings through Main Search History Icon on Property Info Card and Chiclet on Grid

History Gadget on Details History Report vs. New Archive Report

View All vs. Individual MLS # History Viewing/Understanding the Results Print History or New Archive Reports

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Page 17: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Search for 3540 Omaha by Address Open History Report (Icon on Property Info Card or Detail View)

Change to New Archive Report

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Page 18: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Edit Listing/Change Status Multiple Simultaneous Image Upload Image Editing within Fusion prior to Upload Limited Editing of Previously Uploaded

Images Drag and Drop Photo Rearrange Attachment Upload Add Open House Search Open House Adding Listings Preview Listing Set/Verify Geocode Map Location

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Page 19: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Search (Criteria, Map, MLS#, and History)

Add/Edit listings

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Page 20: 10/25/2015.  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

Please fill out the evaluation before you leave today.

If taking the class for CE credit fill out the middle portion of the evaluation using the address where the certificate is to be mailed. Typically it takes 2-4 weeks for certificates to be processed.

04/21/23