5/30/2016.  Fusion 1 or equivalent knowledge and experience  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding.

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Presentation transcript:

5/30/2016

 Fusion 1 or equivalent knowledge and experience  Familiarity with the mouse and keyboard  Basic Internet proficiency  An understanding of the real estate industry 5/30/2016

 Lesson 1: Custom Search / Prospects  Lesson 2: CMA Search  Lesson 3: Hot Sheets  Lesson 4: Fusion Miscellaneous 5/30/2016

 Fusion 1: Core Functionality – Search by Criteria and Map, MLS# Search, Listing Results, Add/Edit.  Fusion 3: Customization and Advanced Functions - Custom Grids, Report Editor, Download, Statistics, Financial Functions, Client Gateway, and Agent/Broker Reports.  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 5/30/2016

 Saving Criteria and Polygons for later use  Designing your own “Default Search”  Searching on fields not on the Search screen  Saving a Search for Auto-Notification (Prospect)  Modifying a Saved Search Attached to a Prospect  Modifying Auto-Notification Settings for an Exising Prospect  Searching, Sorting, and Tools on the Contact Manager 5/30/2016

 Create your own Custom Search from the Search screen  Attach to a new or existing Contact 5/30/2016

 Finding CMA Listings with Criteria and Polygon  Quick CMA and Comp Summary CMAs  Statistical Summary for Overview Info  CMA Wizard – (Tempo Only) 5/30/2016

 Run a Quick CMA using Basic Search Criteria 5/30/2016

 Days Back  Date Range  Personal Hotsheets  Custom Hotsheets 5/30/2016

 Run a Days Back report for any Zip Code for New and Price Changed listings 0 days back (today’s activity) and 3 days back.  Run a Date Range report for Under Contract and Sold properties in any Zip Code for the past week. 5/30/2016

 Agent and Broker Office Search  Help Online – wdwpy.com and Help Menu  Settings Menu Options  Resources Gadget – Auditors, Links, Data Co-op Access  Changing your Password 5/30/2016

 Custom Search  Contacts and Auto-Notification (Prospects)  CMA Search and Reports  Hot Sheets 5/30/2016

 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. 5/30/2016