Step-by-step How-to: Buyer Presentation

Step 1 – Press the blue Create New button in the top right corner.

Step 2 – Select type of presentation (buyer for this presentation).

Step 3 – Choose a template. Choices are available in the pull-down menu.

• My Templates

• Brokerage Templates

• If you click brokerage templates, you’ll have templates in this category to choose from.

Step 4 – Prepared For: Name of client you are making the presentation for.

Step 5 – A page will open called The Subject Property.

• You have the choice to put in the MLS # or Location/Zip code.

• Remarks Section: What you put here will appear on the 1st page of your presentation.

• On the right side of this page you have the choice to Upload a New Image.

• If you want to upload an image: Browse>This Computer>Find the file where the images are>click on the image >Upload.

• OPTIONAL SECTION: INTRIX Drive Time. Where you can put a location that is important to your client (their workplace, schools, amenities), and it will calculate how far this area is from the home.

Step 6 – Search: Where you will narrow your search with filters.

• Car Icon: Where you can place a preference for the commute time.

• Pen Icon: Where you can draw the radius of your clients preferred area.

• Click one of the colored (green, yellow, red) dots to see more info about each property.

• Sort Button: Sort properties by Date Listed, Beds, Baths, Date Sold, SQ.FT, Distance, Price.

• Choose at least 3 properties to show your client.

• To select, click the middle of the presentation thumbnail.

Step 7 – Where you will see your search criteria (Listings Page).

• Able to order the listings by clicking on Order By drop-down menu and selecting preference.

• Listings Summary is located to right of the screen. Where Bed/Bath, SQ.FT, Price and $/ SQ.FT. is displayed for each property.

• Can add Custom Listing or view listings on the map.

• Price drop-down: Enter the client’s budget (Min. price to Max price).

• Bed + Bath drop-down: Enter your client’s min. and max. bathrooms and bedrooms.

• Filter drop-down: Where Property Type, Property Info, and Features personalize the search.

Step 8 – Estimate Page.

• Click the Estimate tab for an estimate of closing costs and pricings.

• Click Create Range to enter parameters.

Step 9 – Click Continue and your presentation will generate.