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