Upstream User Interface October, 31, 2017

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Presentation transcript:

Upstream User Interface October, 31, 2017 Board of Managers 10/24/17 Upstream User Interface October, 31, 2017

Upstream UI Features Dashboard Listings by status, from in- progress to closed Coordinator view grouped by agent/team Quick menu to change price, status, etc. Navigation to profile and admin view

Upstream UI Features Dashboard View notifications from listing coordinator, system, listing recipients, and compliance check View delivery and update status by recipient

Upstream UI Features Start a listing Search by address, APN, or owner View previous search results and listings in progress Preview details on listed and unlisted properties

Upstream UI Features Listing setup Customize listing entry by listing type, form of ownership, property class, and distribution requirements Setup determines the required fields for listing entry

Upstream UI Features Location information Enter and adjust address and location information APN, tax ID, and legal description Schools Driving directions

Upstream UI Features Contextual help Click the help link for in-line assistance on any section Step-by-step and video instructions

Upstream UI Features Support for multiple IDs Click the ID button to view the Upstream listing ID and IDs from each MLS recipient

Upstream UI Features UI patterns Large, easy-to use entry elements Innovative design supports easy clicking or tabbing quickly Patterns repeat throughout system

Upstream UI Features Feature picker Listing features are implemented as ”tags” Tag controls display on mouseover, before and after selection Related compliance rules are displayed as features are selected

Upstream UI Features Green features Dedicated section for “green” and energy efficiency features Certification levels, local and national programs, and property features

Upstream UI Features In-line compliance Prohibited and caution warnings display as you type Listing cannot be submitted out of compliance, except by admin override

Upstream UI Features Compliance guide Prohibited and warning words are displayed as interactive help

Upstream UI Features Photos and virtual tours Photos are stored full size, at original resolution Drag-and-drop, bulk upload, change order, and clone photo source and credits Branded and unbranded virtual tours

Upstream UI Features Autosave All changes are saved automatically as you go Unsaved changes are available for recovery

Upstream UI Features Quick menu Change status quickly by entering only required fields Quick menu is available from dashboard and listing full details

Upstream UI Features Quick menu Change price

Upstream UI Features Quick menu Send and manage notifications Corrections, questions, or compliance requirements

Upstream UI Features Quick menu Generate a paper input form customized to this listing and its unique distribution requirements

Upstream UI Features Quick menu Generate a preview of the completed listing Includes section for approvals and signatures

Upstream UI Features Submit listing to MLS Listing is sent to each MLS in full compliance with MLS business rules MLSs assign their listing IDs and send any compliance notices back to Upstream dashboard