Mobile Collaborative Search App

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1 Mobile Collaborative Search App Setting up your agent-branded Mobile Collaborative Search Setup your agent-branded Mobile Collaborative Search and begin inviting clients today! Getting started * For ios and Android TM devices only. Inviting clients to connect Connect with buyers through Top Producer CRM What REALTORS should know about Mobile Collaborative Search Agent branding lets you invite your clients to use a version of the realtor.com mobile app branded with your photo and contact info. All primary inquiries will be routed to you, and you will receive real-time notifications on your iphone, ipad and/or Android. Collaborative Search lets you easily suggest one or more listings to one or more clients. Clients are able to send you showing requests for properties they want to see. And, you re able to have instant messaging conversations right in the app for each listing.

2 Getting started Getting started with agent-branded Mobile Collaborative Search The overview below outlines the steps to set up your agent-branded Mobile Collaborative Search and start inviting clients today! Detailed instructions for each step are included within the guide. Add/Update your agent photo and contact information on realtor.com. Install the latest version of the realtor.com mobile app (v4.6 or later) to your iphone, ipad and/or Android. Setup your mobile app in three easy steps. Invite your clients to connect with you. Add/Update your agent photo and contact information on realtor.com Start by accessing the realtor.com Control Panel to add your agent photo and contact information to display for your buyers and sellers in the realtor.com mobile app. If your photo and contact information are current in your realtor.com Control Panel, skip to page 4. Visit 2

3 Getting started New to realtor.com? Click Sign Up Here and follow the on-screen prompts to create an account. Already using the realtor.com Control Panel? 1. Login by selecting your MLS Name from the drop-down menu. 2. Enter your MLS ID and password then click on the orange GO button. NOTE: The first time you login you will be prompted to add a Security Question and Answer. 3. The Terms and Conditions window appears. Review and click I Accept. NOTE: A message may appear prompting you to enter your NRDS ID (located on your NAR membership card). 4. Once you are logged into the Control Panel, click Update Now from the Dashboard under Step 1: Complete Your Profile. Top Tasks Step 1 Complete Your Profile Add your expertise and contact info Update Now 5. Click edit photo to add your photo, browse to the appropriate directory to select your photo then click Save. 6. Click the edit product business card link and edit or add your name, slogan, website URL (be sure to include and up to three phone numbers by typing them into the text boxes then click Save. 7. (Optional) To display different information in the Profile Business Card, click the edit profile business card link and uncheck the box labeled use the same information as the Product Business Card. Edit as desired then click Save. 8. Click edit and enter your in the Consumer Inquiry field. Click Save. Your agent branding is now updated. 3

4 Getting started Install the latest version of the realtor.com mobile app From your mobile device Go to the App Store. Get the Free App Search for realtor.com. Select the realtor.com Real Estate Search application. Click Install or Update. Setup the mobile app in a few easy steps From your mobile device Tap the realtor.com icon on your mobile device to load the app. From the initial screen, tap Agent Features. 4

5 Getting started Next, tap Get started. Enter your address and choose a password to create your Mobile realtor.com account, then press Create. NOTE: If you have already created a mobile account, tap I already have a mobile app account and enter your account address and password and tap Sign In. 5

6 Getting started Select your primary MLS and enter your MLS Identifier (Public ID, Agent ID) then select Next the system will display your information and photo, press Yes to continue. NOTE: If you have already created a mobile account, and are signedin to your mobile account, tapping Next will use your existing account. Alternately, you can sign-out and create a different mobile account. You are now connected and can begin inviting clients! For more information, call us at Move Sales, Inc. All rights reserved. 2587FM

7 Invite clients to connect Inviting clients Clients who accept an agent s invitation to connect will see that agent s branding when they sign-in to the realtor.com mobile app. Additionally, all primary inquiries from that client will be routed to their agent. Clients will be able to request showings and receive suggested listings from their agent. To invite clients to connect with you via Collaborative Search: 1. On the home screen, tap Invite Clients. ipad iphone Android 2. Enter the address of the client you wish to invite. You may also select by tapping +. NOTE: If your client already has a realtor.com user (consumer) account, be sure to invite the address associated with their realtor.com user account. 7

8 Invite clients to connect 3. Your client will receive your invitation via as well as in their realtor.com mobile app (if they already have the latest version installed). via via App NOTE: A client can only be connected to 1 agent at a time. In order to accept an invitation from a new agent, a client would need to disconnect from their current agent first. 4. While waiting for clients to connect, you can tap Pending Clients to view the status of your invitations. At this time, agents can have up to 100 active invitations and connections. For more information, call us at Move Sales, Inc. All rights reserved. 2587FM

9 Connect with buyers through Top Producer CRM Using Mobile Collaborative Search to connect with buyers through Top Producer CRM Agents using realtor.com Mobile Collaborative Search to connect with buyers can now invite Top Producer contacts to connect from their CRM desktop and mobile app. Before completing these steps, you must have completed the setup process on your iphone /ipad /Android and be ready in invite buyers. Setup the realtor.com mobile app in Top Producer CRM 1. Access your Top Producer CRM account. 2. From Contacts, click Contacts Summary. 3. At the bottom, click realtor.com mobile app. 4. Choose your MLS from the Primary MLS menu. Enter your MLS Identifier in the MLS Identifier field. 5. Click Submit. A window opens to confirm your profile information. 9

10 Connect with buyers through Top Producer CRM 6. Click Yes, use this account. 7. Enter the address and password for your realtor.com mobile account. NOTE: This is the address and password for your realtor.com mobile account created during the setup on your iphone /ipad /Android. This is not your login for the realtor.com Control Panel. Click Sign In. 9. Setup is complete. Click Close. 10

11 Connect with buyers through Top Producer CRM Inviting buyers to connect You may invite any contact in your Top Producer CRM to connect via the realtor.com mobile app. There are multiple ways to invite your contacts from the Contact Details page, the Contacts Summary or the Contacts Search Results. Inviting a single contact through the CRM desktop 1. View the details for the contact to invite. 2. Click Perform Action > Invite to Connect on realtor.com. A window opens to confirm your profile that sends the connection invitation. 3. Click Send invitation. Notice the icon indication the invitation has been sent. 11

12 Connect with buyers through Top Producer CRM Inviting several contacts through the CRM desktop 1. Click Contacts > Contact Summary. 2. Select the contacts you wish to invite. 3. Click realtor.com mobile app > Invite to connect on realtor.com. A confirmation screens shows invitations results. 4. Click Close. 12

13 Connect with buyers through Top Producer CRM Inviting clients to connect from Top Producer Mobile 1. To invite contacts to connect from Top Producer Mobile, open the contact record for the buyer you d like to connect with. 2. Tap Invite to Connect. * For ios and Android TM devices only. For more information, call us at Move Sales, Inc. All rights reserved. 2587FM

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