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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.