Agent Setup

 

This is where you enter your personal contact information, which will be printed on your Reports & CMA’s. Also, you can select specific system search options as well as font types and sizes. There are two sections of Setup: Personal Info and System Info. Either section can be selected by clicking on the appropriate button located at the bottom of the Setup Window.

  

PERSONAL INFO SECTION

Personal Info Section

In this section each user can input his or her personal contact information. The Display field and the phone number fields will appear on the Reports, Flyers and CMA’s that are emailed or printed.

Email Notify will notify the agent via email when the criteria for prospects matches properties in the database.

In the Marketing Slogan field you can type in a personal slogan that will appear on Reports and CMA’s.

NOTE: After making any changes to the Personal Info Section, it is necessary to click on the Accept Changes button to save these changes.

 

SYSTEM INFO SECTION

  

System Info Section

 

Search Screen Options

 Automatically add Thousands to any price.

 This option allows you to omit the 3 zeros corresponding to thousands.  For example, if the price is

$149,000 you would only enter “149”.  The program will not automatically fill in the extra zeros.NOTE:  If you 

are working with properties that have prices below $1,000.00 you will need to uncheck this box so it does

 not add the zeros to any number you type in.

Automatically show Progressive Listing Count.

This option allows you to view the listing count as you select criteria in your search options.

For Sold and Offmarket Listings, go back how many months?

This option limits the number of previous months that will be searched for Sold and Offmarket listings. The default setting is 6 months. This setting will override any sold date criteria entered into your search.

Search Limit

This option allows you to set a limit on the amount of properties you are able to search for a one time. Tip: If you have a connection of 56k or slower, you may want to set this limit below 300 to save download time and any connection charge you may incur with the MLS.

 

Full View Options

This allows you to change the font name and size in the Full Listing View.

System       

These fields should only be changed by a system computer administrator.  The Default settings are best for most computers and local area networks.

Mapping

Check “Use Microsoft Streets & Trips” if the program is installed and you would like to map the properties in List View using MS Streets & Trips.

 Server

This option is only available to those companies that have purchased a server and their users may connect to their server to save connection time charges with the MLS.

  NOTE: After making any changes to the Personal Info Section, it is necessary to click on the Accept Changes button to save these changes.

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