10/25/2015

 Fusion 1, Fusion 2, or equivalent knowledge and experience  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 10/25/2015

 Lesson 1: Agent/Broker Reports  Lesson 2: Financial Functions  Lesson 3: Client Gateway  Lesson 4: Custom Grids  Lesson 5: Report Editor  Lesson 6: Download 10/25/2015

 Fusion 1: Core Functionality – Search by Criteria and Map, MLS# Search, Listing Results, Add/Edit.  Fusion 2: Automation and Prospecting - Hotsheet Reports, Custom Search, Prospects and CMA.  FOCUS: RE Data Accuracy – Explanation of Data Maintenance Fees (DMF), the DMF process, and History of DMF and Fines  FOCUS: Map Search – Searching by Polygon Shapes and the Geocode Process  FOCUS: Choosing the Right Search – Translating a Client’s words into an accurate MLS database search  FOCUS: Kurio – Search for Listings, , Roster, Save Listings on Mobile Devices  FOCUS: Mobile Forum – Learn about your handheld device and share tips and problems with other mobile users  FOCUS: Data Co-op – Map Centric data combining Realist Tax data, MLS data, AVM, and demographic info into quick and easy, visually striking, professional reports  Realist – Tax Records, Map and Polygon Searches, CMA, Mailing Labels, Reports 10/25/2015

 Tempo Only Demo  Agent Reports Inventory Awards (Productivity)  Broker/Head Broker Reports 10/25/2015

 Run an inventory report for yourself using the “Listing Agent ID” field. 10/25/2015

 Tempo Only Demo  Payment Schedule (Amortization)  Buyer Qualification  Other Financials 10/25/2015

 What is Contact Website?  Setting Preferences  How to create a Contact Website  What the Client sees  Agent Access “back door” or “behind the counter” view  Converting Basic Prospects to Contact Website 10/25/2015

 Save a Custom Search  Attach to a New Contact  Create a Contact Website  View the Newly Created Contact Website 10/25/2015

 Copying a Grid using Grid Manager  Modifying an Existing Grid  Creating a New Grid from Scratch  Setting Default Grids  Retrieve and Use a Custom Grid  Create Custom Grids for Contact Manager 10/25/2015

 Design your own Custom Grid. Use your last name for the Grid name.  Delete the Custom Grid you just built. 10/25/2015

 Tempo Only Demo  Using Report Editor to Create Reports  Setting Default Reports in Preferences 10/25/2015

 Download Listings as a spreadsheet 10/25/2015

 Agent/Broker Reports  Financial Functions  Contact Website  Custom Grids  Custom Reports  Download 10/25/2015

 Please fill out the evaluation before you leave today.  If taking the class for CE credit fill out the middle portion of the evaluation using the address where the certificate is to be mailed. Typically it takes 2-4 weeks for certificates to be processed. 10/25/2015