How-to: buyers tour Presentation

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

Step 2 – Select type of presentation (Buyers Tour 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.

– Prepared For: Name of client you are making the presentation for. (NOTE: You can turn on an option that says Notes and Ratings. Someone can place notes and ratings on the property tour.)

Step 4

Step 5 – Options Page.

• OPTIONAL: Fill in INTRIX Drive Time to place to starting point of your tour. Enter a location where your Clients are and press continue to figure out commute time.

Step 6 – Search Page.

• Add in your clients preferred location (Cheyenne, Laramie, Wheatland).

• Draw a boundary on the map. Only the houses within the boundary will show up. This is a quick way to set a filter.

• Set a price min and max of the properties around you.

• Set the property type.

• Click Apply on the filters you chose.

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

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

Step 7 – Select the properties you would like to take your client on a tour.

• To select properties: click the middle of the thumbnail. Select the properties and click continue.

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

Step 8 – Listings Page: The order and map of the tour (NOTE: You are able to change the order of the tour by clicking on the Change Order button at the top of the screen).

• Click and drag properties to change the order.

• Press Save Changes to save the order of the tour.

• Press continue.

Step 9 – Your Buyers Tour Presentation will generate with the order of the tour, the map of the tour, and the properties.

Step 10 – Share your presentation.

• In the top right of the presentation screen, there will be a Send button. You can easily send your client a digital copy of your presentation so they have access to it during the tour. NOTE: You can continue to edit the presentation. When you mouse over a presentation, you’ll see a Pencil icon. Click this to edit. You can add more pages, like Home Renovation or an About You page.