Video Guides

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Broker IDX Sites, Inc. CRM System Video Guides

Domain Base Settings Guide

Domain Base Settings Guide Video


On your domain base settings page, you can effect change to your domains basic settings.

In the domain controls section, the active counties check box list, allows you to select or deselect the active counties that will be searchable on your domains search page.

Only listings in the counties you select will be available on your domain. The active property types area allows you to select or deselect the property types that will be searchable on your domains search page.


Website Theme Selector Guide

Website Theme Selector Guide Video


On your “Website Theme Selector” page, you can choose a theme for your domain, and tailor it to your preferences via the theme options area.

First, select the theme drop down box to preview and select a theme of your choosing. 

You can also change themes by clicking on the corresponding themes on the left or right.

In your Theme options area you can further customize your domain.



Website Testimonial Guide

Website Testimonial Guide Video


You as well as customers on your domain, can add a testimonial to your website.  First, to add a testimonials page to your domain, select the Navigation Menu & Pages link from your Website dashboard.

Brokers and Agents can add testimonials to their newly created testimonials page by selecting the testimonials link in their navigation menu Select the “Add testimonial Link” here


Working with your Profile Guide

Working with your Profile Guide Video


Your Profile area contains your personal settings for your account.

Here you can change your Username/Password, select your designations, edit your working address and contact information as well as upload your profile Photo.



Editing Your Dashboard Guide

Editing Your Dashboard Guide Video


Your Dashboard gives you access to every feature of your Brokeridxsites account.

The Dashboard below features easy access widgets and is fully customizable. You can edit the order of the widgets by selecting the "Edit Dashboard" link here.

This allows you to Remove, Add and Re-order your dashboard widgets to your liking.

In the "Admin settings" area, select the number of items to be displayed from the Dashboard Widget Items drop down box.

When finished select "Save changes"



Transaction Manager Guide

Transaction Manager Guide Video


To create a new transaction, select the "Add Transaction" link and enter they listings information used to identify the transaction, define it's location, shortsale or foreclosure status and gather the listings MLS ID and transaction notes.

Upon saving this information, the transaction editing area is presented.

Here you can add contacts to the transaction such as the "buyer", "seller", "title company" etc. Contacts can also be imported from your "Address Book" or added manually. Images and documents related to the transaction can be added in the document section.


Managing your Virtual Tours Guide

Managing your Virtual Tours Guide Video


Virtual Tours can be created by clicking on the "Add New Virtual Tour" link in the Virtual Tour Widget from the Account Home area.

Then, complete the "Add new tour" form by entering your Tours Title, selecting the Audio track, Theme, Transition animation and slide time. Preview links are available to the right of each option. Once your selections have been made, click the "Save New Tour and Begin Editing" button.

Here you can add listing details manually or use the Import Listing Data tool, by entering a valid MLS ID number in the space provided and clicking on "Insert Listng Data". This action will import the listing data. Once complete, click the "Update Tour Information" button to save.


Managing your Documents Guide

Managing your Documents Guide Video


Brokers or agents can easily upload and save their documents by accessing the Documents link in their Menu area.

Once in the Documents area, The broker or agent can upload a document by selecting the "Add Document" link, then Select the documents access level via the access level drop down box, Set the Category via the Category drop down box, Enter the documents name and additional note summary, then selecting "Choose or Select file" along with selecting the file you wish to upload.


Managing your Blog Guide

Managing your Blog Guide video


Real estate websites created with integrated IDX by BrokerIDX sites offer an integrated blog system.

The blog system allows you to post relevant content directly to your website in an easy and quick fashion.

The blogs appear on your website immediately when posted and are displayed using industry standard SEO practices.

Blogs can contain images, links and can be styled to your liking.

Automatically generated blog post categories are also offered, articles in these categories are written by BrokerIDXsites staff writers and are provided to various categories on a regular basis.


Lead Capture & Registration Guide

Lead Capture & Registration Guide Video


Real estate websites created with integrated IDX by BrokerIDX sites offer email capture as well as user registration features.

The email capture system can be enabled on a results page or a detail page view and enables you to capture

a customers lead information, or directs them to register for an account on your domain.


Virtual Office Login & Registration Guide

Virtual Office Login & Registration Guide Video


Your virtual Office allows customers visiting your domain to register for an account.

These customers can also register in 1-Click via "log in with Facebook" feature.

Once registered, Customers can log in at anytime to save searched listings, create polls and provide you a testimonial.



Customer Testimonial Guide

Customer Testimonial Guide Video


Registered Website Users have access to a testimonial submission form.

Testimonials can be submitted in the form and are held for approval by the website owner.

Brokers & Agents can also send a Testimonial request to their registered customers by visiting their "Customers" area, selecting a customer and selecting the "Request" link.

Once approved testimonials can be displayed on your website



Navigation Menu & Pages Tab Guide

Navigation Menu & Pages Tab Guide Video


This area allows you to create custom pages, rearrainge the order of the pages as they appear on your domains menu, as well as edit or delete existing pages.


Front Page Text Guide

Front Page Text Guide Video


The Front Page of your domain is fully is customizable.

You can and should add words and pictures about where you are and what you do.

A full featured text editor is included that offers text styling options like bold,

italicized, underline, font style, etc. are offered.

Custom forms can also be added to collect specific User information.


Leads Vs. Customers Guide

Leads Vs Customers Guide Video


The Broker IDX Sites leads system is based upon 2 important concepts. Leads and Customers. Leads and customers each have their own distinct tables and widgets and can be accessed from the left hand menu. The goal of the system is to convert all leads into customers. 


Setting up Mailchimp Sync Guide

Setting up Mailchimp Sync Guide Video


Brokers and agents are now able to intergrate Mailchimp with their BrokerIDxsites.com account which allows you to send marketing emails, automated messages, and targeted campaigns to customers.  



Sending A Mail Chimp Campaign Guide

Sending A Mail Chimp Campaign Guide Video


Brokers and agents are now able to intergrate Mailchimp with their BrokerIDxsites.com account which allows you to send marketing emails, automated messages, and targeted campaigns to customers.  




Promotional Form Lead Capture Manager Guide

Promotional Form Lead Capture Manager Guide Video


Your BrokerIDxsites.com domain offers several methods of lead capture. One of the more popular methods is The Promotional Form Lead Capture System which functions by supplying a .pdf file to your website visitor via email.


Required Registration Page Guide

Required Registration Page Guide Video


On Your “Required Registrations” page, you can Enable or Disable your domains Lead capture system via the “Capture type” dropdown box.


Mailchimp Holiday Email Guide

Mailchimp Holiday Email Guide Video


Brokers and agents are now able to integrate Mailchimp with their BrokerIDxsites.com account which allows you to send automated holiday messages to customer groups or individuals



Sending a Mail Chimp Message Guide

Sending a Mail Chimp Message Guide Video


Brokers and agents are now able to integrate Mailchimp with their BrokerIDxsites.com account which allows you to send messages to customer groups or individuals, as well as brokerage staff.