Your Account Home and Dashboard

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Logging in to your Account>

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

1. Your Daily Overview provides you with a calendar that provides a Daily list, Weekly list and a monthly Overview that is automatically updated whenever the following occurs:

  • A) A customer schedules a showing on your domain
  • B) When you add a scheduled showing in your Schedule showing area
  • C) When a customer re-schedules a showing on your domain.
  • D) When you set a Follow up date and time in any of your Customers profile page
  • E) When a Buyer or Seller is added to a Transaction, the "Follow up" date is moved 6 months into the future
  • F) When a Transaction is closed, the "Follow up" date is moved 24 months into the future

2.The Recent Contacts Line Graph visually represents your Active Leads, Converted leads and Active customers.

3.The Brokerage Overview Icon presents you with an overview widget of your Brokerages important statistics such as Staff numbers, listing, transaction, and lead statuses

4.The Brokerage Conversion Icon presents you with an overview widget of your Brokerages top converting agents

5.The Recent Agent/Staff Logins Icon presents you with an overview widget of your Brokerages Most Recent Agent/Staff Logins.

6.The Agent Overview Icon presents an agent with an overview widget of their individual performance statistics

7.The "Notifications" Icon presents you with an overview widget of all notices and notifications pertinent to you or your brokerage.

8.The Leads Icon presents you with an overview widget of your latest leads.

9.The Customers Icon presents you with an overview widget of your Most Recent Customers.

10.The Contact Logs Icon presents you with an overview widget of your Most Recent Contact Updates.

11.The Documents Icon presents you with an overview widget of your Most Recent Documents By Popularity.

12. The Transaction Icon presents you with an overview widget of your Most Recent Transactions.

13.The Website Icon presents you with an overview widget of your Domain settings menu.

14.The Virtual Tour Icon presents you with an overview widget of your Most Recent Virtual Tours.

15.The Public Blogs Icon presents you with an overview widget of your Most Recent Blogs.

16.The Liked Listings Icon presents you with an overview widget of the Most Recent liked Listings on your domain.

17.The Testimonial Icon presents you with an overview widget of your Most Recent Testimonials.

18. Above the "Recent Contacts" line graph the "Reset Statistics" icon allows you to reset your Dashboards statistics.

19. Above the "Recent Contacts" line graph the "Sync Google Calendar" icon allows you to sync your Daily Overview Calendar to your Google Calendar.

20. Above the "Recent Contacts" line graph the "Play Help Video" icon presentes you with a step-by-step walkthrough video detailing the features of your dashboard.