Realtor.com^® has been working with the industry on new agent profiles with RealRatings^TM and a consumer-focused Realtor^® search experience, to make sure agents look great online and to give buyers and sellers access to reliable agent information on their terms.

They are expanding the beta version of this new experience nationwide, to allow agents to view and update your profiles ahead of the launch in a few weeks. To take it for a test ride, just click the “Try our Beta!” button at realtor.com/realestateagents 

You can learn more about this new experience at realtor.com/welcome/agentprofile. This page also has a link to help you quickly claim and complete your profile, as well as an extensive FAQ and other tools to assist you.

Deleting Custom Collections from Portals

On October 19, you will be able to delete a custom collection from a contact's portal while on the Contact Management screen and when you Work of Behalf of a contact. Currently, the only way to remove a custom collection is by clicking the View Portal link on the Portal tab in Contact Management. 

Delete Custom Collection - From the Portal Tab 
From the Contact Management screen, select a contact then select the Portal tab. Click the red X next to a collection to delete it. Deleting a custom collection will remove the entire collection from the contact's portal. If you click the X next to the default Recommended, Favorites, Likes, No Interest, or Removed collections, you will clear any listings from the collection, but the collection name will remain. 
 

Delete Custom Collection - Working on Behalf of a Contact 
You can also remove a custom collection when working on behalf of a contact. For more information on working on behalf of a contact, click here. While working on behalf of a contact, hover over the collection name with your mouse and a Trash icon will appear. Click the Trash icon to remove the custom collection. If you click the trash icon next to one of the default collections (Favorites, Likes, No Interest, Recommended, or Removed), you will clear all listings from the collection, but the collection name will remain. 
 

Delete Custom Collection - View Portal 
The ability to remove a custom collection is currently available from the Portal tab on the Contact Management page by clicking the View Portal link. This allows you to view your contact's portal. Hover over the name of the custom collection and click the Trash icon to remove it. 

Re-Post from Florida Realtors - Introducing Form Simplicity's Broker Transaction Management Enhancements

Introducing Form Simplicity’s Broker Transaction Management Enhancements

Posted on September 23, 2015, updated on October 2, 2015 by Haley Hakemoller

In line with our mission to constantly improve the transaction workflow for real estate agents nationwide, Form Simplicity is delighted to announce a recent upgrade of the broker transaction management process within the Broker View settings. The layout has been revamped and updated to include a simple and easier-to-understand process for submitting files for review, a customizable checklist for brokers, and better tracking of agents’ and brokers’ communications throughout the transaction review to ensure compliance and legal procedures are followed.

Within the new upgrade, brokers have the ability to create a customizable checklist for their agents to follow when submitting transactions for review. The list features multiple components of a transaction, such as a residential lease or HOA agreement and does not allow the agent to submit the transaction for review until all required documents have been uploaded. As the agent uploads signed parts of the contract into Form Simplicity, the contract changes color depending on the status, such as red for required, yellow for added and purple for additional files. Once the contract has all necessary files uploaded, and the agent has completed all desired notes to their broker, the contract is submitted and under review once the broker opens the file.

In the Transaction Management tab, the Broker is able to review all files that he/she has been designated to view. Once the contract has been reviewed, the Broker, or delegated reviewer, checks off the section as completed or needs work. The broker or reviewer is notified of various notes in each section, and is able to write notes back to the agent. There is also a new “view all” button which allows the broker to see all files as one PDF document for easier readership.

“Utilizing the foundation of our original broker review process, we were able to enhance this feature to make it more robust while keeping in-line with the simplicity and ease-of-use of our previous broker submittal feature. This will allow current users of this feature to be able to continue submitting and reviewing transactions without skipping a beat, and results in a minimal learning curve for any new brokerages looking to incorporate it into their paperless workflow,” said Product Development Manager Jason Schatz.

Additionally, a feature that was launched earlier this Summer, Email and Text Message Tracking, is a vital piece to Form Simplicity’s Broker Transaction Management, since it tracks and logs all emails and text messages connected to each transaction.

The new Broker features are currently available on Form Simplicity for all Professional and Ultimate Edition users.

Watch the tutorial video now

This entry was posted in Blog and tagged electronic signatures, Real estate transaction management. Bookmark the permalink. 

Learn why Inman News says Listingbook is a "Must Have!"

We've All Heard "Buyers Are Liars and Sellers Are Yellers"... NOT in Listingbook! Learn why Inman News says Listingbook is a "Must Have!" Join us for a unique live event experience to learn how Listingbook can make your life easier, more efficient and profitable. Sell more houses, get and retain more listings, and make more money — while creating clients for life.  Give your clients what they want – Listingbook gives your clients the industry’s best, most up-to-date, and complete search experience, enabling you to get them off public websites like Zillow and onto your personal, private Listingbook platform.  Stay in control – Listingbook gives you insight into your Buyer’s search activities, automatically keeps your Seller’s informed and allows you to seamlessly collaborate with both.  Save time & build client-for-life relationships – Listingbook serves as your “virtual assistant” allowing you to successfully manage as many clients and prospects as you’d like with total ease so that you can work with more buyers and sellers in less time, and keep them all satisfied. FREE LIVE EVENTS LOCATION: NEFAR Auditorium 7801 Deercreek Club Rd Jacksonville, FL 32256 DATE: Mon, November 2, 2015 TIME: 1:00 PM - 3:00 PM  DATE: Tues, November 3, 2015 TIME: 1:00 PM - 3:00 PM  If you register for this LIVE FREE DEMO/EVENT today, you'll receive one FREE $25 Property Promotion to feature your listing just for attending. Sign up TODAY!

201 S. Elm Street • Greensboro, NC 27401 1-866-353-3456, Select Option 1 • helpdesk@listingbook.com

Realtor Rally - Get Ready to Supercharge Your Business in 2016!

We are proud to be a part of this years Realtor Rally and are excited to welcome our keynote speaker, Verl Workman, Founder and CEO of Workman Success Systems. Over the course of a career now spanning nearly 20 years, Verl Workman has delivered over 1,000 seminars, webinars, keynote addresses and other motivational messages to real estate and sales professionals worldwide.

His experience and expertise in all aspects of sales, marketing, promotion, management and technology have enlightened and empowered thousands of professionals to expand their knowledge and achieve their goals.

Following our keynote speaker, we will host two informative panel discussions covering the topics of:

• How Realtors Can Best Leverage Technology
• How You Can Still Close Deals In 30 Days Even With the New CFPB Changes

When:     Tuesday, October 13, 2015
                9:00 a.m.   Registration & Welcome
                9:30 a.m.   Presentation/Keynote Speaker
                10:30 a.m. Panel Discussions

Where:    The Main Resource Center, 7801 Deercreek Club Rd, Jacksonville, FL

Click for flyer!

Don't miss out on this opportunity to take your business to the next level.  Register today! 

The cost for the this session is FREE thanks to our sponsors:

Are You Ready for TRID? RatePlug Is!

Are you ready for TRID?? 

RatePlug Is!

With all the hype and media coverage of TILA-RESPA Integrated Disclosure (TRID), you might be thinking the world might possibly stop revolving on Saturday, October 3^rd when the rule goes into effect. 

All kidding aside, this ruling which was created to create clarity for consumers and promote compliance with existing TILA and RESPA laws, has caused a lot of anxiety within the industry as companies scramble to make adjustments to their systems, forms and procedures to meet the deadline which had been EXTENDED a few months. Some industry news sources even state that up to a third of companies are still not ready for the new requirements.

Knowing what the TRID rules are and how they impact Real Estate Agents is very important. NAR has created an overview tailored for real estate professionals which is available at http://www.realtor.org/topics/trid-tila-respa-integrated-disclosure.

It is also very important for you to know that the third party tools and services available through your MLS system are 100% compliant as well. RatePlug, the industry leader in melding real-time financing information with MLS property listings, has updated our Program to adhere to all applicable industry regulations including TRID, FTC-MAP, UDAP, etc.

To learn more about the RatePlug Program, which is available at no additional cost to MLS members, click here.