Getting started with MoxiPresent

Video: https://learning.realogy.com/mod/scorm/view.php?id=3287

Getting Started

When you log into MoxiPresent, you’ll land on the dashboard.

In the upper right corner is a bright blue button called CREATE NEW. Click this to start entering information for the set-up of a new presentation.

After you click Create New, you’ll be able to select what type of presentation you can make. Click Continue when done.

Types of Presentations

Seller – Assess a current or potential home’s market value with this traditional CMA

Property Review – Create a personalized review of a property, and compare to current listings and market trends

Buyer Tour – Guided your clients from listing to listing with a detailed buyer tour experience

Buyer – Find the perfect property for your buyer clients or create a CMA potential property

Non-Listing – Create interactive newsletters or marketing pieces using custom pages

Next, you’ll select the type of template you want to use. Click Continue when done.

Types of Templates

Brokerage Templates – Currently there is only a default template available. The brokerage can upload additional templates in the future.

Coldwell Banker Templates – These are from the corporate office, and offer a wider variety of options to choose from.

Finally, you’ll enter the info for who you are preparing the presentation for.

Ensure the drop-down for the Listing Source matches where the property is listed (for instance, the Cheyenne Board of Realtors would be the appropriate one for property 605 Harmony Lane).

The next screen will enter the official presentation, where you can either add a property by its MLS # or by hand. The property address you’re adding here is the one of your client.

You can upload a picture directly from your computer by clicking the Browse button (handy if you don’t like the one that is auto-pulled from the MLS #, or if you’re entering this info manually).

If the listing already exists in the MLS, an MLS # will be the easiest way to put a listing into the Presentation. This will pull directly from the MLS and fill in the info on the “Subject Property” page.

NOTE: This will not pull Sold, Expired or commercial listings.

Listings Page Information

This is where Present accesses listings with addresses, prices, days on market, and status of the listings. It also provides in-depth info about the listings that show (it’s because Present is tied to your MLS. Without an MLS number you won’t get this kind of data on the Listings Page).

Listings will be filtered out and populated through the filters you put in place on this page. Filters include: # of beds and baths, price, SQ.FT. and more.

When you press continue, you will be brought to a “Search” page. This page will be the comps that you’re pulling for the original listing.

You can narrow down the amount of listings on this page by putting (3) sets of filters in place. Make sure to click Apply, or your settings won’t be saved.

Once you have your filters in place, choose the listings you would like to compare your listing with

To choose a listing press in the middle of the thumbnail. Selected listings will have a green circle with a check mark on them.

When you press continue, you will be brought to the “Listings” page, where your listing and all the listings you chose to compare will show up.

From here, you’ll see:

• The average, low and high price of the group

• The Bed/Bath, SQ.FT., Price and $/SQ.FT.

• Add a Custom Listing

• View listings on the Map

On this page you can reorder how the properties show up by going to the Order By: drop down menu.

When you press custom listing a similar page to Subject Property Page comes up. You have the option to add the property by hand or with an MLS number.

When you press “View Listings on Map,” it shows all of the listings on a map layout.

Stick the wrong listing in? Or too many? You can remove listings by pressing the red X in the top right corner of the listings.

You will be asked if you are sure you want to delete the listing. Press Remove to make it gone!

You are able to do quite a bit with each listing.

• Listing Details – In-depth details of the property, such as:

• Features

• Property Information

• Remarks

• Price

• Open House Times

• Agent Info

• Edit remarks – Add remarks for this listing.

• Copy to Custom Listing – Copy the listing and edit it.

• Replace with Custom Listing – What it sounds like.

• +Add/Edit Adjustment – Add adjustments to the property (things like a new roof can increase the price of a listing).

When you are satisfied with the listings, press Continue. You will be brought to the Estimated Pricing Page.

You can put what you estimate the value of the house is along with an estimate range percentage for the house.

You can also switch over to the Estimated Net Proceeds tab. This is where you can add Mortgage Payoffs, Brokerage Fees, Settlement costs, Transfer/ Excise Tax, Other costs and custom costs

When you are done with the Estimate Page, press Continue. This will take you to the Presentation, where you can:

• Edit, delete, and add slides

• View and send your presentation

• Create a flyer

• Assign the presentation to another agent and/or add a co-presenter