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Print

1 – Market Analysis

Posted
Updated
ByNathaniel McRoberts
This is the Market Analysis section of the Resale Checklist. For the overview click here.

Schedule Listing Appointment

Click the “Create Appointment” button to go to the “Schedule Listing Appointment” popup to select an date/time for the appointment. This task can’t be checked manually.

Required fields are marked with an *.

 

The Listing Title is automatically populated from the related Listing. The Seller Info is automatically populated by the Contact info on the Listing which is at the bottom of the Listing Details screen. These fields are not editable.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
Once you have filled out all of the required fields and filled out any other fields that apply, then you click the “Save Appointment” button at the very bottom of the form to save it.
 
Once you have saved the appointment, then the date/time of the appointment will show to the right of the task and the button is changed to View Appointment. If you click on View Appointment, then you can edit the date/time or cancel the appointment.
The appointment will also show on the calendar and the events tab on the lead.

Upload Copy of Title & Registration

Click the “Upload documents” button and the below screen will come up. You will just need to select a file that is already in the media library or if it is not there then you can upload a file from your computer.
You are allowed to upload more than one document. After you have selected at least one document then the checkbox is checked and the documents will show in a list below the task. You can delete the document by clicking the trash can icon on the right of the document.
If there is no title to upload, then just select the “Title Unavailable” checkbox.

Run Comparable Sales Report

Click the “Comparable Sales” button to be taken to a 3rd party website where you can login and run the Sales Report.

After you have generated the report file, click the “Upload documents” button and  you will just need to select a file that is already in the media library or if it is not there then you can upload a file from your computer.
 
You are allowed to upload more than one document. After you have selected at least one document then the checkbox is checked and the documents will show in a list below the task. You can delete the document by clicking the trash can icon on the right of the document.

Search Homes for Sale in Community/Area

This is a simple checkbox that the agent will need to manually check once they have completed searching for homes. The task is handled outside of the CRM.

Complete Agent Walkthrough

This is a simple checkbox that the agent will need to manually check once they have completed the walkthrough. The task is handled outside of the CRM.

Present Information to Registered Owner

This is a simple checkbox that the agent will need to manually check once they have completed presenting the information to owner. The task is handled outside of the CRM.

Complete Signed Listing Agreement

Click the “Listing Agreement” button to be taken to the Listing Agreement form in the pop-up window.

This form is presented in the same format as the printed version of the form. Any place in the text where the information can change there is a field for you to fill out. Some of the fields are pre-populated when you start the form but they are still changable.

 

There are no required fields on the form but you will need to make sure click the Save Listing Agreement button at the bottom of the form to save your work.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
 
 

There are some signature fields on the bottom where you just have to click and drag with the mouse or use your finger if you are on a mobile device.

Once you have finished the form, then you will need to manually check the checkbox to indicate that you are done.
When you want to download the printable version, you just click “Download PDF” and then it will show up in the downloads in the browser you are using. When you open it up it will look like below.

Complete MH Information Sheet

Click the “Information Sheet” button to be taken to the Listing Information Sheet form in the pop-up window.

In this form, you fill out all of the details regarding the home listing. Some of the fields are pre-populated when you start the form but they are still changeable.

 

There are no required fields on the form but you will need to make sure click the “Save MH Info Sheet” button at the bottom of the form to save your work.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
The task is automatically set to complete once the “Complete Signed Listing Agreement“ task is complete.
When you want to download the printable version, you just click “Download PDF” and then it will show up in the downloads in the browser you are using. When you open it up it will look like below.

Photograph Property

Click the “Schedule Photo Shoot” button to go to the “Listing Photo Shoot Appointments” popup to select an date/time for the photo shoot. This task can’t be checked manually.

This screen is similar to the Schedule Listing Appointment screen.

 

Required fields are marked with an *.

 

The Listing Title is automatically populated from the related Listing. The Seller Info is automatically populated by the Contact info on the Listing which is at the bottom of the Listing Details screen. These fields are not editable.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
Once you have filled out all of the required fields and filled out any other fields that apply, then you click the “Save Photo Shoot” button at the very bottom of the form to save it.
 
Once you have saved the photo shoot, then the date/time of the photo shoot will show to the right of the task and the button is changed to View Photo Shoot. If you click on View Photo Shoot, then you can edit the date/time or cancel the photo shoot.
The appointment will also show on the calendar and the events tab on the lead.
 
After the photos from the photo shoot have been taken, you will need to upload them via the “Upload Photos” button. Clicking the button will show a pop-up where you can upload photos. If there are already pictures associated with the property then they will show in a gallery view. Once you are done uploading photos then click the Save Photos button.

Once the click the Save Photos button then the task will be completed.

Write Short Description

Click the “Create Short Desc.” button and you will be taken to a pop-up window that just contains one field in it which is where you type of a description of the listing. If the listing already has a description it will auto-populate but you can still modify it.

The description is a required field so you have to enter something.

 

Once you have entered the description, click the “Save Description” button.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
The checkbox will be checked once you save the description and it is not manually editable.

Put Up For Sale Sign

This is a simple checkbox that the agent will need to manually check once they have completed putting up the for sale sign. The task is handled outside of the CRM.
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