Tuesday, September 27, 2011

Realtors: Sign your clients up for Branded Alerts

This is a Step by Step for Realtors to sign up their clients and watch their progress, and edit their saved searches. Many Realtors have asked how to do this, so here is a step by step. This assumes you already signed up for a free Branded FranklyMLS search site.

1) Start from a clean slate. Click http://franklymls.com/clear to make the site act like a new user/visitor (ie no cookies).

2) Hit your branded page. Aka www.FranklyMLS.com/YOURID

3) Conduct a search, for example Arlington Condos from $500k to $600k

4) In the middle of the page it lets you "Save Search" by entering in your clients email address. Enter their email and press Join/Login (no passwords needed)

5) It will ask the user (you) to confirm the link in their email.

6) If you signed up under your branded page, YOU, the Realtor will get a copy of the confirmation email. Either you OR the client can confirm the sign up.

7) Go back to FranklyMLS.com/YourID and if it does not say "Welcome: jon@jon.com" then
log in as them on the front page, upper right corner.

8) Conduct more searches and save those searches. Also if there are special homes you want them to get price change alerts on (you get a copy of all alerts) then click the RED HEART to save those homes.

9) Finish by logging out, by visiting http://franklymls.com/clear (or there is a Logout button on the search page, but don't hit the Unsubscribe button)

Done. Great! Your client will now get daily emails "From Realtor's Name" and you will get a copy of those alerts (which you should route to a folder to check periodically). They can change it to update every 15 minutes by following the directions in the alerts.

EMail me if you have any questions

To make changes to an existing account.
1) Clear out your session http://franklymls.com/clear
2) Go to your IDX Franklymls.com/USERID
3) Login with their email address
4) Conduct searches, save searches, save homes, delete saved homes, etc.
5) When done, clear out your session http://franklymls.com/clear

Let me know if that isn't clear. Let me know if you log in as a user and you don't see your branding on every page.


Coming soon, a live tutorial demo.

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