New Portal Navigation Menu on Client Portal

When your clients view listings in the Client Portal, the    new portal navigation menu will appear along the left side of the screen providing easy access to listings they have received via auto email, listing collections, saved searches, and manually emailed listings. They will no longer have to click a menu button to access those options. Click on a menu item to see listings in that section.

You will also see a contact’s portal menu when you work on behalf of a contact in Flexmls. This will allow you to view your contact’s emailed listings, searches, and listing collections from any search results screen.

Please note, when you are working on behalf of a contact and select an item from the portal menu, the menu item will not open in a new tab. Instead, the current search results page will be replaced with the page you selected from the portal menu.

Inbox
The Inbox appears at the top of the menu – this contains listings that have been sent to your contact via auto email. The number next to the Inbox indicates the number of listings that the contact hasn’t viewed. These listings are referred to as Unread in the Portal. When your contact clicks on the Inbox, they will see only Unread listings by default.

If they would like to see all listings, they can select All from the Notifications drop down menu.

Unread Listings become flagged as Read once the contact has clicked to view the Detail tab for the listing. The contact can also manually mark Unread Listings as read by clicking the Mark All As Read button when viewing listings in the Inbox.

You can also manually Mark All As Read for your client on their portal (assuming your client doesn’t understand how or is uncomfortable clicking “Mark All As Read” themselves).

When logged in AS THE AGENT:

In Flexmls got to Contacts->My Sent Emails.  Click the Automatic Bubble.

Under the Content column at the top right, click view.  Next, click the address of one listing in the box that appears.

The listings will now display.  Click Mark All As Read at the top of the list.

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04/06/2015

Our MLS vendor, FBS, has informed us that the planned upgrade to the new Flex email system did not complete as expected on March 18.  The upgrade has been rescheduled for Monday, April 6, 2016 at 12pm.  All MLS email on Flex will move to the new system at that time.  Expect email “anomalies” during the day and evening of March 18 as the conversion progresses.  No downtime or system inaccessibility is expected.

Known Issue to Expect:

A known issue that has been reported with previous conversions is duplication of some emails sent from the MLS.  Since there will effectively be 2 email systems working at the same time during the conversion, you and your client may receive the email notice twice (once from the old and once from the new email system).

Benefits of the new Flexmls email system:

The new FBS email system will make all email work with the “notify checkbox” that appeared on the contact manager last month.  Until the conversion, only ASAP email recognized additional email on the contact manager.  Only the first, primary email address would receive notifications if Weekly or Monthly email notification was selected.  On March 19, all email will recognize the notify checkbox and send to all “notify-selected” listings.

Another feature with the new email system will be the way listings are delivered to your client.  The “newsfeed” delivery used by the ASAP email will now be used for all Auto-email from flex.  That basically means that the email sent to the client will contain a link as it always has.  The link will now take the client to a Flex page that lists the last 200 listings that were emailed to the client, with the most recent listings at the top.  This is the same as the current function for ASAP email.

The new system will also show all sent email from ASAP, Weekly, and Monthly email sent to clients on the My Sent Email page where you will be able to click a link to view the listings sent to your contact.

The Inbox, at the top of the menu in client portals and when working on behalf of a client, will now show all listings that have been sent to your contact via auto email (currently it only shows those listings sent via ASAP auto email). The number next to the Inbox indicates the number of listings that the contact has not viewed; these listings are referred to as Unread. When your contact clicks on the Inbox, they will see only Unread listings by default. Unread Listings become flagged as Read once the contact has clicked to view the Detail tab for the listing. The contact can also manually mark Unread Listings as read by clicking the Mark All As Read button when viewing listings in the Inbox. If your contact would like to see all listings sent via auto email in the Inbox, they can select All from the Notifications drop down menu.

As of April 6 after conversion, all sent email will be unified on the new email system.

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04/03/2015

Realisthas reported that the issue with PDF’s while saving, printing or emailing reports has now been resolved.

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03/30/2015

Adding or removing a contingency for your listing is actually quite easy within the Flexmls system. The process is a bit different than was with the previous MLS systems, but the idea is the same in the fact that you must provide what type of contingency is involved and the reason.  To add a contingency, a listing must currently be in the Active status. To make a listing go from “Contingent” to “Active” (or to remove a contingency), you use the same “Add/Remove Contingency” button to make it Active again by removing the contingency.

Below are some basic steps to the process:

1. First, click the “Menu” button. Then click “Change Listing”.

2. Next, find the listing needing to be changed and click on the MLS # for that listing:

3.  On the change screen for that listing, you’ll find available under the left hand side Status and Price Change section an option to Add/Remove Contingency.

4. Clicking on this option will present you with the following screen. From here, you must select the appropriate contingency status and then provide the reason. If you are changing the status from Contingent to Active (remove a contingency), select “No Contingency”. For Contingent Escape, “Sale of Home” will be entered in the Contingency Reason field for you. Once the options are filled in, you’ll want to hit NEXT to proceed:

5. You will then be asked to confirm the action. Hitting BACK will allow you to go back a step to revisit the entered information from the previous screen or hitting NEXT will process the status change:

6. After this is performed, you will then be brought back to the Change Screen for the listing. You are now done and can make further adjustments to the listing or go to another section within Flexmls.

7.  To REMOVE a contingency, you repeat steps 1-5, but you will be changing the Contingent field in step 4 back to “NO CONTINGENCY”. This will remove the reason and allow you to hit NEXT. Continue to step 5 and confirm the change. Once performed, this listing will be returned to a full ACTIVE status.

Original Post Date: 5/16/2014
Last Updated: 7/27/2017

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03/23/2015

** Watch our new video on utilizing the new photo upload tool ** :

https://vimeo.com/user7213738/review/122443106/2d0638cf70

On March 9th, 2015, the photo upload page within Flexmls was updated. The new photo page will make it even easier for you to rearrange your photos and add titles and captions. To access the photo add/edit page, click on Photos under the Multimedia section on the Change Listing screen or the Change Incomplete Listing screen.

Add Photos
To add photos, click on the Add Photos button.

Then browse your computer’s files to find and select the photos you would like to add. Remember, you can select multiple photos by holding down the Control key (hold the Command key on a Mac) and clicking on the photos you would like to select. See the image below for what multiple selected photos appears like on a Windows based computer (note the blue highlight) Click Open to add the photos to the listing.

Edit Photos
Once you’ve added photos to the listing, you will see all of the photos at once on the photo editing screen. Here, you can edit them by rearranging their order, adding titles and captions, changing the primary photo, and rotating photos.

Rearrange Photos
The number in the upper left corner of each photo indicates the order in which it appears. To rearrange photos, click and hold on a photo and drag it to a new position.

Another option to rearrange the photos is to click the drop-down arrow by the number in the upper left corner of each photo. Then click the number of the position you want the photo to occupy.

Add Titles and Captions
Adding meaningful titles and captions to photos is even more convenient. At the top of each photo, there is a title bar. Hover over the bar and click on the Pencil icon to edit the title. Once you’ve changed the title, click the green Save icon to save the changes.

Adding or changing a caption for a photo follows the same process using the caption bar at the bottom of the photo. Hover over the caption bar and click the Pencil icon to add or edit a caption. Save any changes you make by clicking the green Save icon.

Designate a Primary Photo
To designate a photo as the primary photo for the listing, click on the flag icon. The current primary image is indicated by the highlighted flag icon as well as a blue outline surrounding the photo.

Rotate Photos
If you need to rotate your photos, click on the rotate icons. Each time you click on the rotate icon it will rotate the photo 90 degrees in the direction indicated by the icon.

Replace Photos
To replace a listing photo with another photo, click on the Upload Replacement Photo icon. You can then select another photo from your files to replace the current photo.

Remove Photos
To delete a photo from the listing, click on the Remove Photo icon.

When you are finished adding and editing photos, click the Return to edit your listing link in the upper left corner of the page. All updates that you’ve made to the listing’s photos will be saved automatically.

If you wish to use the old style photo upload tool, you can click on the wording “Original Photo Upload” that is available on the upper right side of the screen. This will change the view back to the older photo page.

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03/17/2015

Realist will be completely inaccessible Friday evening into Sunday morning.  Please plan accordingly.  If you must enter a listing during the migration, it will be necessary to copy all tax data from the county auditor record.  Auto-population of Realist tax data will not be possible during this time.

MLS search and listing entry will not be directly affected.  Only Realist, including auto-population of tax data,  will be offline during this period.  You may wait until Sunday and enter the listing when Realist auto-population is available to enter any new listings if you wish.

Realist is being taken offline in addition to other CoreLogic software because CoreLogic is relocating their data center from Santa Ana, CA to Quincy, WA.  This move will require almost 2 days of downtime.  This will disrupt all Realist functions during the migration.  Please be aware of this planned outage. 

Migration Timeline:
Friday, March 13, 2015, at 9 p.m. – Realist offline and unreachable
March 15 at 10 a.m. – Realist functionality restored

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03/12/2015

CoreLogic will be performing system maintenance on the evening of Saturday, February 21 beginning at 11:00 PM through 11:00 AM Sunday morning.   Realist will be unavailable during this maintenance period.  This maintenance is related to the data center move which will be completed in early second quarter of 2015.

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02/16/2015

A new “Notify” checkbox has been added to the contact manager for any contact that has more than one email address.  You may have read about this new notification option in the red headline at the top of the Flexmls window.

VERY IMPORTANT: This new “Notify” checkbox on the contact record currently only applies to ASAP auto-email.  Weekly and Monthly auto-email will only send to the primary email on the contact record.

This new feature allows ASAP email to be sent to multiple email addresses as long as the “Notify” checkbox is selected for any additional email address to which the auto-email should be sent.  The Weekly and Monthly auto-email events will continue to sent only to the primary email (the first, at the top, email) until they are converted to the new FBS email system.

This new “Notify” checkbox option is part of a major email system upgrade being installed in stages to Flexmls. The email upgrade for Weekly/Monthly auto-email is expected in March 2015.  That update will make the “Notify” checkbox work for all Flexmls email, not just ASAP and manual email as it does today. Currently, all ASAP auto-email and manual email are sent using the new email system, while Weekly and Monthly auto-email are still being sent using the old email system.  This is the reason for the discrepancy between ASAP and Weekly/Monthly email functions.  Since Weekly/Monthly email are on the old system, they do not interface with the new “notify” checkbox that is part of the new MLS system.

Workarounds:

If you need to have 2 email addresses associated with one client currently using Weekly/Monthly auto-email, there are 2 ways to accomplish this:

1) Create a separate contact for each email address.  For example, if a husband and wife prospect both have an email address, simply create a contact for each individual rather than one contact with 2 email addresses.  You can add both contacts (one email each) to the Auto-email event and the email will be delivered as expected.

2) If your client is willing to receive ASAP auto-email instead of Weekly (3 times daily) or Monthly (once per month), you could change their Auto-email Event settings from Weekly or Monthly to ASAP.  Since ASAP is on the new email system, the “Notify” checkbox will correctly deliver email to both addresses.  Make sure your client is willing to have ASAP email delivery, as this can generate a lot of email (potentially every minute) for “wide-open” searches with large amounts of matching listings.

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01/28/2015

The Android version of Flexmls has been released in the Google Play store.  The new app is in it’s early stages.  There are some known issues already.  Updates and bug fixes may be rolled out in the weeks to come. Please keep an eye on your Play Store for any updates and apply when available.

You can download the app by searching “flexmls” in the Google Play website or on the App Store app on your phone.

Please note: Flexmls for Android requires Android OS version 4.1 or newer.  Flexmls app exists for the iPhone (in the App Store) as well.

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01/20/2015

CoreLogic will be performing system maintenance on the evening of Friday January 9, 2015, beginning at 11:00 PM EST through 2:00 AM EST.   Realist will be unavailable during this maintenance period.

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01/07/2015