Step-by-step How-to: a Non-listing Presentation

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

Step 2 – Select type of presentation (Non-Listing 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 what you want this presentation for.

Step 5 – Add Pages.

• You will start with two pages: a Cover Page and Agent Profile Page.

• You can edit the cover page by clicking on the pencil icon

• To add pages, click the + Add Page button.

• Then decide if you’re adding a page from the library or creating a new page.

• Add From Library option brings up pages you have previously made

• Create New option will start a page from scratch

Step 6 – Create New Page.

• When you select Create New, a pop-up gives you 2 options: Build Page & Upload PDF page(s).

• Let’s say you click Build Page.

• The next screen will have you choose a layout of a page in your presentation.

• To make your selection, click on a layout you like. Click on one of the layouts (a green circle with a white check mark will appear in the top right corner of the layout to let you know it’s selected), then click the Create button at the bottom of the screen.

Step 7 – Design Your Presentation page.

• You will have the choice to add text, images, videos and more to the page.

• If you click Image, you can add images from the Image Library, Upload an Image, or go to the web to find one.

• Choose an image, then click the add button.

• Once you are done with your page, press the Save button in the top right of the page.

• Add a name and description, then click Save in the bottom of the pop-up.

• Click the save button in the top right of the page.

• To go back to the home page, press the X on the top left of the page.

Step 8

– Reorganize your presentation.

• Click and hold the page you want to move.

• Drag the page to your desired area.

Step 9 – Send your presentation.

• To send your presentation: click the Send button in the top right of the page.

• You can send both the presentation and PDF of the presentation by clicking on the check mark boxes at the top of the pop-up.

• This is where you will put in the email address(es) of your recipients.