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Broker IDX Sites, Inc. Real Estate Brokerage Management System Documentation

Contents

Introduction

Features List

The Features, Tools, and Services available with your Brokeridxsites.com Subscription

Brokerage Features

Brokerage/Broker/Office Manager Specific Features, Tools and Services available with your Brokeridxsites.com Subscription

Single Agent Features and Functions

Agent Specific Features, Tools and Services available with your Brokeridxsites.com Subscription

Public Knowledge Base & Common Tasks

Quick Start Guide

SEO Articles

SEO = Search Engine Optimization The ability for your website to be found in the search engines (Google, Yahoo, Bing, etc) by consumers. This guide is intended to show you how to optimize your Broker IDX Site by utilizing the built in SEO Functions included with your site as well as some basic outside Search Engine Optimization techniques.

Common Tasks

How do I Log in to my Account?

Visit brokeridxsites.net/login.html or select the "Manage your Account" link at the bottom of your domain. Enter your email address in the "Your Email" field Enter your password into the "Your password" field. Select "Login"

Where do I Start to set up my Brokerage

Become familiar with Your Personal Settings Area Review your Brokerage Settings: Add Staff members/Agents to your brokerage: Establish your Brokerages Lead rules Set up your domains Front Page Listings, Agent Listings Page and Featured Properties

Brokerage Transactions Set up

Setting Up the Transaction Manager Managing your Transactions Creating your Transaction Contact Information Transaction Notes Closing your Transaction Requesting a Testimonial

What does my Dashboard do?

Your BrokerIDXsites.com Dashboard was designed to provide Helpful information and easy access to your features.

How do I access and edit my Personal Settings

Select the "Personal Settings" link in your account home header area.

How do I add a Testimonial?

Adding a Testimonial - You can display all received or manually created testimonials on your domain on your “Testimonials” page. After Creating a “Testimonials” Page, on your domain customers can submit “Testimonials” that automatically are placed in your “Testimonials” menu area for your approval or you can add a testimonial manually.

What are Customer Notifications?

Customer Notifications are from Customers that have registered to your website and now have "Customer Accounts". Once created and the new customer has been Logged in, you can engage in a conversation with a customer on your website, Allowing you another channel to engage your customers, answer their questions and retain their attention.

What are Desktop Notifications?

Desktop Notifications, when enabled deliver instant notifications directly to your desktop when there are any newly received Leads, Transactions, Blog Posts, Scheduled Showings, Testimonials, Listings or Customer Registrations on your website, allowing you to safely receive important BrokerIDXsites.com information that is relevant to you. Desktop Notifications are sent only after being enabled in the “Push Notifications: (Current Browser)” area of your Personal Settings.

How do I Sync my Google Calendar?

In your Account home area, select the “Sync Google Calendar” action Icon. Upcoming items such as Transactions, Customer Follow up appointments, and added To Do items will be synched to your Google Calendar, while Upcoming events from your google calendar will also appear in your "Daily Overview" Calendar on your account Home page.

Why is Agent Name not displayed in “Agent Column” on “Brokerage Listings” page?

The agent does not have a matching MLSID in our system, you can add the correct MLSID for the agent in the agent's profile.

Adding a new page to your website

Adding new website pages is a great way to add more content and harness the power of your website. You can create as many pages as you wish to add to your website. First, select "Websites" from the Navigational Menu Second, click on the domain name of the website that you wish to edit. Click on the "Navigational Pages and Menu" widget. Click on the "Add Page" link in the top right hand corner of the page.

Creating a Manual Search Link

Manual text links to specific searches are a wonderful way to present specific information to your website visitors. They can be used to limit returns to specific Subdivisions and in some market areas specific Building Names among other criteria. You can even create a custom page for a client with listing types of their choosing, including pertinent information relating to the listings, area happenings, etc., allowing you to create a special page on your website for that client, further personalizing your service to them. To assemble a text search you simply string together a series of filters to "drill down" to the specific type of listing you wish to display.

Creating Hidden Website Pages

This feature allows you to add pages to your website that are not displayed in your Websites menu. These can be used to create personalized pages for clients, as well as private links for certain items.

Customizing your Auto-Responder

When a visitor to your website clicks a link that says "Request more Information" they are presented with a short form to complete. An Auto-Responder email is sent to the website visitor or subscriber. You can and should customize the Auto-Responder that is sent to the website visitor that completed the form. You can access this under "Websites" then the "Lead Reply Template" widget - there you will see the WYSWIG editor.

Understanding your Multi-Header & Style Theme Feature

The "Multi-Header & Style Theme Feature" allows you to create a header and style color all your own.

Creating a Form for your Website

Adding forms into your documents is an advanced feature that requires knowledge of HTML. By using the form creation tool you are able to create forms that allow form controls such as check boxes, text fields or buttons.

Getting Started

Logging in to your Account

Visit brokeridxsites.net/login.html or select the "Manage your Account" link at the bottom of your domain. Enter your email address in the "Your Email" field Enter your password into the "Your password" field. Select "Login"

Your Account Home and Dashboard

Your BrokerIDXsites.com Dashboard was designed to provide Helpful information and easy access to your features.

Personal Settings

Select the "Personal Settings" link in your account home header area. Here you can view and edit your accounts personal settings, such as your Login Information, Location, Notification Preferences, and Working Counties.

Leads

Leads

Manual Lead Addition enables walk in, email or phone contact information to be broadcast to your Agents via SMS and email as well as :posted to their secure personal Agent Portal Area on your Brokerage website. Leads can be Claimed by your agents via these same methods.

Adding a Lead

You can Manually add a Lead to your Brokerages Leads List. You can also establish the contact type, referral source and all pertinent lead information.

Editing/Managing your Leads

On the "Viewing Lead" page you can edit your lead by:

  • Reviewing and Editing the contact information
  • Updating customer notes by selecting "Add Notes"
  • Participating and satisfying all criteria in your leads Brokerage selected Action Plan
  • Managing the Leads status.

Archived Leads

"Access to "Archived Leads "is restricted, as this area is not accessible unless authorization has been granted by your Broker. This area is used to View all Archived leads within the Brokerage.

Lead Rules

"Access to "Lead Rules "is restricted, as this area is not accessible unless authorization has been granted by your Broker. Lead Rules are available that offer many ways to identify and route leads based on various criteria directly to the person best suited for that type of lead. Leads can be "Broadcast" to agents or groups of based on these criteria as well. Leads can be claimed via Email, the Admin Area or via SMS. (text)

Customers/Contacts

Customers

Claimed Leads can be worked by your Agents to convert them to Customers. Customer contact tasks can then be automated by the CRM and :augmented by Agent tasks offered by the Action Plan manager. Getting the Agent to make those contact calls is always easier when they have an idea of what the person they will be calling is looking :for. Lead and Customer information is collected and accessible by your Agents to facilitate productive and sustained Lead contacts. Customers can be manually entered by your Agents or Staff and added to the CRM for follow up, drip listings and more!

Adding Customers

Getting the Agent to make those contact calls is always easier when they have an idea of what the person they will be calling is looking :for. Lead and Customer information is collected and accessible by your Agents to facilitate productive and sustained Lead contacts. Manually Add Customer Customers can be manually entered by your Agents or Staff and added to the CRM for follow up, drip listings and more!

Editing/Managing Your Customers

Select any Customer of your choice from your Customer list page. On the customers Dashboard, you can edit your Customer by:

  • Editing the Customers Contact information via the Profile Widget.
  • Updating your customers contact notes via the Contact widget.
  • Adjusting your customers Drip Listing email settings via the “Drip Listing Notification Settings” Widget.
  • Review your customers past sent drip listings via the “Drip Listing History” widget.
  • View your customers most liked properties via the “Liked Listings” widget.
  • Inspect your customers created polls via the “Created Polls” widget.

Contacts

Contacts can be Submitted by Visitor or Customer on your Website or Manually added to the system and included in transactions, in which they will have access to their individual portions of the transaction in which they can Upload and comment on documents.

Adding Contacts

Contacts can be Submitted by Visitor or Customer on your Website or Manually added to the system and included in transactions. This article details how to manually Add a "Contact"

Editing and Managing Your Contacts

Select any Contact of your choice from your Contact list page. On the Contacts Dashboard, you can edit your Contact by:

  • You can mark your Contact for Deletion by selecting the "Delete" icon
  • You can add a note to your Contacts notes by selecting the “Add Note" icon
  • You can send a Password reset email to your Contact by selecting the "Reset Password" icon

Schedule Showings

Schedule Showings

Visitors and Customers on your Website can Schedule a Showing with you, by selecting the Property, Selecting Schedule a Showing, and selecting the Date and adding notes for the agent. Once Submitted, the Agent will receive an Email notifying them of the Scheduled showing, as well as it will appear on the "Schedule Showings" list page. You can also manually add a "Scheduled Showing" that once created, will send a message to the client allowing them to Accept, Decline, or edit the Scheduled Showing.

In Your Daily Overview , the calendar provides a Daily list, Weekly list and a monthly Overview that is automatically updated whenever A customer schedules a showing on your domain, When you add a scheduled showing in your Schedule showing area, or When a customer re-schedules a showing on your domain.

Adding a Scheduled Showing

You can Manually add a Scheduled Showing, in order to set up an appointment with a prospective client, allowing you communicate about the impending appointment, as well as reschedule ahead of time so all parties are informed. To Add a Schedule Showing:

  • Select the "Add Schedule Showing" icon
  • On the "Add Schedule Showing" page, enter in your Schedule & Property information.
  • When finished, select "Save Scheduled Showing"

Editing/Managing a Scheduled Showing

On the Scheduled Showings detail page, you can edit your Scheduled Showings information by:

  • Accepting the Scheduled Showing from the Customers request
  • Rescheduling the Scheduled Showing from the Customers request
  • Deleting the Scheduled Showing from the Customers request

Transaction Manager

Transactions

Transaction Management allows All your agents access and ability to create Transactions directly from your website. Select the "Transaction Manager" menu link presented in your Administration Menu or select the "Transactions" Icon in your dashboard and select "View transactions"

Brokerage Transaction Manager Set Up Guide

Adding - Closing a Transaction

On the Transactions List page Select the "Add Transaction" icon

  • On the "Add new transaction" page, enter in your Transactions basic property information, such as Property type and Transaction type. Select Next when ready to continue.
  • Next enter in the Transactions “Contact Information” by selecting an existing contact or by selecting “Add New Contact”.
  • Enter in the Properties Listing information such as address, Listing MLS ID, and other Notes.
  • Lastly, enter in this transactions Sales price, Brokerage, Agent and Office Commissions.
  • When finished, select "Save Transaction"

Editing/Managing a Transaction

Select any Transaction of your choice from your Transaction list page. On the "Edit Transaction" page you can edit your Transaction by:

  • Editing the Basic & Property Information
  • Updating sales and commission information including the Commission breakdown
  • Adding Documents via the Document Upload area after adding a name and choosing a file.
  • Uploading all Required and Preferred Documents in the Required and Preferred Documents area by selecting" Upload"
  • Adding all contacts associated with the transaction via the Contact Information area
  • Reviewing, replying and adding Notes to the Transaction Notes area.

Your current Transactions status appears in the Transaction Status Section of your Action Icons. Your Transaction management Options are subject to the Settings chosen in the Brokerage Manager by your Broker or Equivalent access level. You can change the status of your transaction by selecting from the following once all conditions of the Transaction Review Checklist have been met:

  • Close will mark the Transaction to be closed - Closed Transactions can only be reopened by a Manager or Broker level User.
  • Pending will mark the transaction as Pending.
  • Cancel will mark the transaction to be canceled.
  • Withdraw will mark the transaction to be withdrawn.
  • Expire will mark the transaction as expired.
  • Cancel will mark the transaction to be canceled.
  • Delete will mark the transaction for deletion - This icon only appears for Manager and Broker level Users

Property Offers

Visitors can view and make an offer on any property on your domain. Those Property Offers are gathered in your "Property Offers" area

Lock Box Inventory

This Feature is only available to Broker or Manager User Levels.

  • On the Transactions List page, select the “Lockbox Inventory” tab.
  • On this page, all transactions that have their Lockbox information included are listed here, as an easy to find, and search list of Lockbox information
  • On the Lockbox Inventory page you can Search through your Lockbox Inventory using the Search dropdown and entry boxes, sort your Lockbox Inventory via the column titles, and Review your Lockbox Inventory.

Archived Transactions

Archived Transactions access is controlled by your Broker or Office Manager and may need to be enabled by them. Closed Transactions and Transactions Older than 30 days are Archived Automatically

  • Select the "Transaction Manager" menu link presented in your Administration Menu or select the "Transactions" Icon in your dashboard and select "View transactions"
  • On the Transactions List page, select the “Archived Transactions” tab.

Sales & Commission Report

The Sales & Commission Report is broken down into several areas:

  • Monthly Report: A monthly overview of the selected Agent or Agents progress including period, Total Transactions, Total Sales, Total Brokerage Commission, Agent Commission, and Office Commission.
  • Sources Report: An Overview of the sources that provided the transaction to the selected Agent or Agents. This includes, the Source, Total Transactions, Total Sales, Total Brokerage Commission, Agent Commission, and Office Commission.
  • Agents Report: A total Overview of the selected Agent or Agents This includes, the agent, Total Transactions, Total Sales, Total Brokerage Commission, Agent Commission, and Office Commission.
  • The Overall Sales & Commission Statistics Circle Progress Chart: This illustrates the information gathered in the Sales & Commission Report

Checklist Items

The "Checklist" page allows you to add and specify items on your brokerages Transaction "Checklist". The items on your checklist are the documents required for the Transaction to be considered closed and completed. Some Documents may be required, while some may be simply requested, but not mandatory. Other documents may be for a specific Property, Transaction and status Type. Here you can view, add and customize your "Checklist" items to reflect those differences. The Documents themselves can be uploaded and arranged via the "Transaction Documents" area of your Brokerage management page.

Testimonials

Testimonials

  • Select the “Testimonials" menu link presented in your Administration Menu or select the "Testimonials" Icon in your dashboard and select "View Testimonials"
  • On the Testimonials List page you can Search through your Testimonials using the Search dropdown and entry boxes, sort your Testimonials via the column titles, Edit your Testimonials ,Add Testimonials, and Download your Testimonials for use elsewhere

Adding a Testimonial

You can display all received or manually created testimonials on your domain on your “Testimonials” page. After Creating a “Testimonials” Page, on your domain customers can submit “Testimonials” that automatically are placed in your “Testimonials” menu area for your approval or you can add a testimonial manually.

Editing/Managing a Testimonial

To View/Edit a Testimonial: Select any Testimonial of your choice from your Testimonial list page. On the "Editing Testimonial" page you can edit your Testimonial by:

  • Changing the contact information
  • Changing its status
  • Attribute the Testimonial to an existing customer
  • Change the Testimonial Title and The testimonial itself.
  • When finished, select "Update Testimonial"

Testimonial Requests

After Creating a “Testimonials” Page on your domain, customers can submit “Testimonials” that automatically are placed in your “Testimonials” menu area for your approval. Here you can Delete, Unapprove or approve testimonials from appearing on your domain as well as lock or unlock the testimonial from customer editing. You can display all received, requested or manually created testimonials on your domain within your “Testimonials” page or by entering “yourdomainname/testimonials.html” This URL can also be used to request testimonials from non registered customers. Manually added testimonials are automatically Approved and published to your domain.


Blogs

Blogs

  • Create your own custom blogs or add-on any of our pre-populated, constantly updated, blog pages.
  • Staff writers deliver blog content in various categories in a round robin fashion on a regular basis. You can choose to display this content on your website.
  • We like to be Social, so we make it easy for social people to be social. Every blog post has Social Media Sharing Tools built in

Adding a Blog

  • Select the "Blogs" menu link presented in your Administration Menu or select the "Public Blogs" Icon in your dashboard and select "View posts"
  • On the Blog Posts List page you can Search through your Blogs using the Search dropdown and entry boxes, sort your Blogs via the column titles, Edit your Blogs, and Add Blogs.
  • Select the "Add Post" icon
  • On the "Adding New Blog Post" page, enter in your new blogs Title, Category and County if applicable. Then, fill in the Text box with your blog. When finished, select "Save Page.
  • In the “Add a Blog Icon Image” area, select and upload an icon for your blog post. When finished, select "Save Image"

Editing/Managing Blogs

To Edit/ Manage your Blog :

  • Select the "Blogs" menu link presented in your Administration Menu or select the "Public Blogs" Icon in your dashboard and select "View posts"
  • You can edit the Blogs Title, Category, and County, in addition to the Blogs Content and Icon Image. Select Save Page when completed.
  • You can mark your Blog for Deletion by selecting the "Delete" icon. "Delete" Icon display depends on Brokerage settings and user level

Blog Categories

  • Access to "Blog Categories" available only to Broker, Broker Assistant, Office Managers and Office Assistants

1. Select the "Blogs" menu link presented in your Administration Menu or select the "Public Blogs" Icon in your dashboard and select "View posts"

2. While on the Blog Posts Page, select the “Blog Categories” tab

3. On the Blog Categories List page you can Search through your Blog Categories using the Search dropdown and entry boxes, sort your Blog Categories via the column titles, Edit your Blog Categories, and Add Blog Categories.

Document Library

Documents

Located in your navigational menu, the Document Library is available to all your Agents and Staff. All the various Documents your company uses can be added to the Library for easy access by your agents or staff. Permission levels can be attached to Documents that limit who can view the various documents

Adding a Document

Select the Add Document Action Icon to upload a document to your Document library. You will be brought to the "Add new document" page. The Document's file name will be the same filename as the document you upload which will be available after upload. The edited by field displays the editing user for this document. Choose the category you would like to classify your document under by selecting your choice from the "Category " drop down menu. Enter the documents name and summery in the Document name and Document Summary areas. Upload your document by selecting the "Choose File" button. Once selected, and uploaded, select the "Save New Document" button to save your changes.

Editing/Managing a Document

  • To edit any document, select the Document from the Document Library list page. Once on the Edit Document page, Make any changes needed and then click on 'Update Document'. You only have to upload a new file if the document itself has changed.
  • To Delete any document, select the Document from the Document Library list page. Once on the Edit Document page, select the Delete action Icon. Once selected, confirm your intention to delete the image. Once done, the document will be deleted from your Document library.

Doc. Categories

Access to "Document Categories" available only to Broker, Broker Assistant, Office Managers and Office Assistants Document Categories allow you to set categories for Documents throughout your Brokerage.


To Do

Manage To Do

The “Manage To Do” area allows you to View, Edit and Organize your created “To Do’ items within your brokerage. To Do items will be synched to your Google Calendar, while Upcoming events from your google calendar will also appear in your "Daily Overview" Calendar on your account Home page.

Websites

Manage Your Website

A sharp dressed website makes a statement and opens the door for an internet full of possibilities. Easily customized and designed with the real world in mind, our themes provide a solid and reliable user experience that helps to instill confidence in your brand. Select the Website(s) link in your navigational menu to begin.

Domain Base Settings

After selecting the Domain base settings tile, you will be brought to the Domain Base Settings tab page. Here in the "Domain Controls" you can effect change to your website's Team name, Slogan, Team members, Active counties, Active property types, Customer registration, Comments module, Searchable items, Facebook app Id, Google analytics ID, Bing Ownership Code & Custom Header codes. When finished, select save settings.

Brokersite Settings

This tab page displays Settings that are specific to your Brokerage site, like staff and agent information page such as the Agent page List Sort, and Agents Info Page. When finished, select save settings.

Required Registrations

The required Registrations tab page, allows you to effect change to your domain's Email capture and forced login for customers Settings for the Website. In the Email Capture / Forced Login area, you can edit the Capture Type, What to Do, Detail Pages to Show and Email on Leads.

Website Theme Selector

The Website Theme Selector tab page allows you to change your website's Theme, by selecting it from the dropdown list and selecting a color style if applicable. In the Description area, details describing the selected theme will be present. In the Theme Options area, you can edit the themes, Result Layout, Detail page, Mini Search Form, Filter Display, & Agent info Header. Once finished, activate your new theme by selecting "Activate".

Mobile Theme Settings

The Mobile theme settings tap page, allows you to enable and customize your websites mobile theme via the Mobile Theme, Mobile Theme color, and Mobile Theme logo drop down boxes. When finished, select save settings.

Featured Listing Settings

On the Featured Listing Settings tab page, you can effect change to your websites displayed listings. The Sidebar Features allows you to Enable or disable a Subdivision or Condo/Building Sidebar on your domain. Enter a list of subdivision names into the "Subdivision List" above. Be sure to separate each subdivision name with a comma \',\' and no leading or trailing spaces. The subdivision name will appear in a menu on your website. The subdivision name will link to a search of the subdivision name in the subdivision field of the listings. For Example "Lake" will return all subdivisions with "Lake" in the field - "Lake","Thomas Lakes","Snow Lake","Lake Wilson" but "Thomas Lakes" would only show "Thomas Lakes". List condo building or developments with the same rules as the Subdivision Search above. The system works exactly the same way, only searching Condominium / Building names in your feed instead of subdivisions. When finished, select save settings

Navigation Menu & Pages

The Navigation Menu & Pages area, allows you to Add, Edit, delete, & Reorder the Navigation Menu & Pages on your domain. To Add a page to your domain, select the add page action icon. You will be brought to the Adding New Page area. Here you can select the page type from the page type drop down box, as well as Enter in the Menu text. This is the text for the button in your website's navigation bar. If left blank, it will use the system default for the page, or the page title in the case of editable pages. When finished, select save Page

Lead Reply Template

The Lead Reply Template tab page, allows you to enter a customized email reply for your leads on your website. The following replacement tokens are available: [customer_name] , [customer_email] , [customer_phone] , [customer_message] , [property_address] , [property_MLSID] , [showing_date] , [website] , [tagline] , [phone] , [agent] See the help manual for the definitions of each token, and for more information on the use of this feature.

An Example being: Dear [customer_name] , Thank you for contacting [agent] about [property_MLSID] - [property_address]. I look forward to working with you and I will respond promptly. You can always reach me via my website - [website] or by phone [phone] [agent]

Promotional Form

The Promotion Form tab page, allows you to enter a customized message for your promotional page should you see fit to use one. In the Special Promotion Page area, you can enable or disable this feature entirely. Below that, in the text body area, you can enter in your message. Below that in the Replace with area, choose your file to be featured in your Promotional page, and upload it. once done, the Current Email Attachment area should display the name of your uploaded file. Once finished, select Update Promotional Message.

Search

Search

On The “Search” page, you can search for a Specific Listing contained within your feed, Search for a listing by location radius, or by entering in your own customized search parameters such as number of Bedrooms or Community/Subdivision.

Search History

Search through your “Search History” using the Search dropdown and entry boxes, sort your “Search History” via the column titles such as Date, Name, Agent, Summary and number of Results.

Saved Search

Search through your “Saved Search" History using the Search dropdown and entry boxes, sort your “Saved Search” via the column titles such as Date, Name, Agent, Summary and number of Results. Previously performed Searches are automatically recorded and saved here and can be retrieved at anytime.


Listing Central

Listing Central

Listing Central is our National Listing Service provided to all our subscribers free of charge. This service displays your listings nationally on the websites of all our subscribers that have chosen to participate.

Adding a Listing

To Add a Listings Central listing -

1.Select the "Add Listing" icon

2. Listing Information - On this page, enter in your listings Basic Information including Listing and Property type, The Listings Address, Listings Information such as the Price, list date, and lockbox info, as well as adding the agent and office Commission. When finished, select “Next” to advance to the “Property Information” Page.

  • Property Information
  • Interior Features
  • Exterior Features
  • Listing Images*Listing Documents

Editing/Managing a Listing

To edit or manage a Listings Central listing: Select any Listings Central listing of your choice from your Listings Central list page. On the selected transactions Dashboard you can effect change to the listing as well as:

  • You can View a preview of your Listings Central listing on your website by selecting the "Preview" icon.
  • You can Choose to Publish or Unpublish your listing on your Website by selecting the “Publish/Unpublish” Toggle Icon
  • You can mark your Listings Central listing for Deletion by selecting the "Delete" icon. "Delete" Icon display depends on Brokerage settings and user level


Brokerage Listings

My Listings

Your "My Listings" area allows you to Organize and Sort your listings, as well as view the Listing on your website. You can also create a virtual tour for your listings quickly.

Brokerage Listings

Your "Brokerage Listings" area allows you to Organize and Sort your Brokerages listings, as well as view the Listing on your website. You can also create a virtual tour for your listings quickly.

New Listings

Your "New Listings" area allows you to Organize and Sort your new listings, as well as view the Listing on your website. You can also create a virtual tour for your listings quickly.

Agent Report

The "Agent Report" page allows you to request individual progress reports on all agents within the brokerage including their “Under Contract Transactions”, “Closed Transactions”, “Scheduled Showings”, and “Property Offers” statistics.

Virtual Tours & Videos

Manage Tours

The “Virtual Tours” area allows you to create and customize a Virtual Tour for any listing within your MLS feed. Once created, visitors will be able to view the virtual tour you’ve created when visiting that listing.

Adding a Virtual Tour

  • Select the “Create a Virtual Tour” icon
  • On the “Add New Tour” Pop up, Enter in your Virtual Tours “Tour Title” and select your Virtual tours “Audio Track”, “Theme”, “Transitions”, and ”Slide Time” via drop down boxes.
  • Select “Next Step” to progress to the “Tour Image” page
  • On the “Tour Image” page, You can upload a JPEG, GIF, or PNG file (File size limit is 10 MB) to your virtual tour. Upload multiple images by pressing and holding “Ctrl” while making your selections. Once your Images have been successfully uploaded, you can drag the image itself to change its ordering position and size.
  • Select “Save Tour” to save your new Virtual Tour

Editing/Managing a Virtual Tour

  • On the “Manage Tours” List page, select any Virtual Tour of your choice.
  • In the “Tour Information / Listing Information” areas, you can view the details of each area, or edit them by selecting the blue “Edit Pencil” icon.
  • You can preview a “Branded” Virtual Tour by selecting the “Preview Branded Tour” Icon
  • You can preview a “Unbranded” Virtual Tour by selecting the “Preview Unbranded Tour” Icon
  • You can delete the Virtual Tour by selecting the “Delete” icon.

Manage Video

The Manage Videos page allows you to add a video to individual listings from your MLS on your website. When the listing is viewed, a “Video” icon will be present. When selected the Video you have chosen will play.

Adding a Video

Select the “Add Video” icon

On the “Edit Video” page, you can enter in your Videos

  • Listing MLSID - This is used to assign the video to a exact listing within your feed.
  • Video Title - Add a title for your video
  • Video Link - Enter in the link to the video you would like displayed on the listing. You can get a video link from any video sharing website online, such as YouTube, Facebook, or Instagram. Copy the Links URL and enter it here. The video you've linked will appear for customers when selected on your website.
  • On the “Manage Videos ” List page select a video of your choice.
  • On the “Edit Video” page you can delete your Video by selecting the “Delete” icon.

Editing/Managing a Video

Managing Your Video's

  • On the “Manage Videos ” List page select a video of your choice.
  • On the “Edit Video” page you can delete your Video by selecting the “Delete” icon.

Instant Buyer Match

Instant Buyer Match

The Instant Buyer Match feature allows you to enter listing information and find Interested buyers for those specifications. Once entered, a list of customers will appear that match those criteria.

Brokerage Manager

Brokerage Manager

The Brokerage manager area allows you to change your Brokerages Basic settings, Permissions and notifications, Archived lead access, Action Plan, Brokerage Menus, Brokerage Referral Fee Defaults, Testimonial Request Email, Transaction Referral Fee Defaults, and Transaction Documents.

Lead Rules

Access to "Lead rules" available only to Broker, Broker Assistant, Office Managers and Office Assistants To Add a Lead Rule: Select the "Lead Rule" icon On the "Add lead Rule" page, enter in your new Lead Rule's name and Select or deselect Active to make the lead Rule Active.

In the "Filters" area you can create a lead rule based off of many conditions such as:

  1. Lead Source & type
  2. Broadcast status
  3. Customer type
  4. Buyer or seller leads
  5. Conditional lead types
  6. Property type
  7. County
  8. Listing Price Greater than
  9. Zip Code (5 digits)

Teams Manager

Teams Manager

The Teams manager area allows you to Create, View, Edit and Organize the Teams within your brokerage. Teams can be used to work on similar Property Types, or conditions and can receive team specific Leads via the Lead Rules area

Offices Manager

Offices Manager

The Offices manager area allows You to effect change to the offices information and details as well as View, Edit and Organize the Offices within your brokerage. Please contact support to add an office within your Brokerage.

Agents and Staff

Manage Agents and Staff

Agents & Staff area allows you to View, Edit, Add and Organize the Agents and Staff members within your brokerage.

On the “Manage Agents & Staff” page, you can Search through your Agents & Staff using the Search dropdown and entry boxes, sort your Agents & Staff via the column titles, Review or Edit your Agents & Staff settings and Add Agents & Staff members.

System access Settings

This area allows you to review and analyze the users “User Level” as well as the Features and accessibility available to them. Access", "Edit , and “Delete” ability can be changed in the “Features Access” area of the management Settings.

Manage Offices

The Offices manager area allows you to View, Edit and Organize the Offices within your brokerage.

On the “Manage Offices” page, you can Search through your Offices using the Search dropdown and entry boxes, sort your Offices via the column titles, Review or Edit your Offices setting sand Add Offices.

Mortgage Log

Office Manager or Greater access- Brokerage Control

In the admin home page select “ Mortgage Log” from the Brokerage Office Menu.

On the Mortgage Loan Types area of the page, you can:

  • View, edit and delete created Mortgage Loans
  • Select “Add Mortgage” to add a Mortgage to the log
  • View your mortgage by observing the Mortgage period and Interest Rate details

Helpful Links

Messaging System

This tool is an inter-office messaging system that offers brokers and managment staff the ability to send messages to various groups of office personnel. This system applies to teams also.

Toll-Free:800-557-8193

Domain Base Settings Guide

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

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

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

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

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

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

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 Listing Data". This action will import the listing data. Once complete, click the "Update Tour Information" button to save.

Managing your Documents Guide

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

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

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

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

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

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

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

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

Brokers and agents are now able to integrate 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

Brokers and agents are now able to integrate 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

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

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

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

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.

Payment Gateway

Facebook

Purchase/Renew your Domain Name