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Fusion 1, Fusion 2, or equivalent knowledge and experience

Familiarity with the mouse and keyboard

Basic Internet proficiency An understanding of the real estate

industry

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Lesson 1: Agent/Broker Reports Lesson 2: Financial Functions Lesson 3: Client Gateway Lesson 4: Custom Grids Lesson 5: Report Editor Lesson 6: Download

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Fusion 1: Core Functionality – Search by Criteria and Map, MLS# Search, Listing Results, Add/Edit.

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

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 04/20/23

Tempo Only Demo Agent Reports

•Inventory•Awards (Productivity)

Broker/Head Broker Reports

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Run an inventory report for yourself using the “Listing Agent ID” field.

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Tempo Only Demo Payment Schedule (Amortization) Buyer Qualification Other Financials

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What is Contact Website? Setting Preferences How to create a Contact Website What the Client sees Agent Access “back door” or

“behind the counter” view Converting Basic Prospects to

Contact Website

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Save a Custom Search Attach to a New Contact Create a Contact Website View the Newly Created Contact

Website

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Copying a Grid using Grid Manager Modifying an Existing Grid Creating a New Grid from Scratch Setting Default Grids Retrieve and Use a Custom Grid Create Custom Grids for Contact

Manager

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Design your own Custom Grid. Use your last name for the Grid name.

Delete the Custom Grid you just built.

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Tempo Only Demo Using Report Editor to Create Reports Setting Default Reports in

Preferences

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Download Listings as a spreadsheet

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Agent/Broker Reports Financial Functions Contact Website Custom Grids Custom Reports Download

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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.

04/20/23