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Step-by-step How-to: seller Presentation

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

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

Step 3 – Choose a template. Choices are available in the drop-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 – Subject Property Page.

• Enter the address in the Location field and specify the Subject Property info. OR

• Enter the MLS number for data to be auto-filled (NOTE: This info will not auto update).

• If subject property info is not auto-filled: Fill in info manually (# of Beds, Bath, SQ.FT., etc.).

• Click Continue.

Step 6 – Search Page: Used for CMA purposes (this is where you add filters to see a better comparison to the property you’re selling).

• Draw a boundary on the map. Only the houses within the boundary will show up (see image).

• Set a price min and max of the properties to display.

• Set the property type.

• Click Apply on the filters.

• When you click Apply, the listings will filter out properties that don’t meet your criteria and only display properties that fit the filters you selected.

• Click the Sort button to sort by Date Sold, Price, Features and more.

Step 7 – Select the properties you want to focus on.

• To select properties, click the middle of the thumbnail. Once you select your properties, click continue.

• Scroll to the bottom of the page and click continue.

• The Listings page will appear. To see more info for each property, click the Listing Details button under the thumbnail image.

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 to generate your presentation.

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