1. Welcome to REALTYnuance!
for help, us at
or call Ext. 208

2. TABLE OF CONTENTS Listings: Purchases: Double Enders:
Adding a Client……………………………………………………………………………….…………..…………….………………..page 3
Adding a Listing……………………………………………………………………………..……………….……………………………page 3
Purchases:
Adding a Purchase – your buyer………………………….…………………………..………………………………………….page 4
Adding a purchase – your Seller………………………………….……………….……………………………………………..page 5
Double Enders:
Adding a double-ender………………………………………………….………………………………….………………………….page 6
Adding Documents:
Adding documents from your harddrive……………………….…………………..…………………………………………page 7
Adding documents from your RN Inbox…………………………….……………………………….…………………………page 8
Dealsheets
Creating a dealsheet…………………………………………………….………….………...……………….………………………page 9
Completing a dealsheet……………………………………………………………..…………………..…………………page 10 to 13
Editing a dealsheet (includes Collapsed instructions)……………………………………..………….………………page 14
DEALkits
Sending a DEALkit (via dealsheet) …………………………………………………………………….………………………page 15
Sending a DEALkit (via Document Center) …………………….………………………………….………………………page 16
Co-Operating REALTOR Access
How to share you documents with a co-operating REALTOR……………………………….…….………………page 17
Client Access
How to give your client access to showings and documents……………………………….……………………..page 18
Showings Log
Record your showings and feedback……………………………………………………….…………………………………page 19
Tips and Tricks
To help you get the most of your RN Account………………………………….………………………………..Page 20 to 22

3. LISTINGS
Some members have their listings come in automatically thru our nightly import from their board. If this is the case, then to access your Listings, just click on Property Center and your listings should all be there.
If you need to add a Listing, then first, you need to add a Client.
Start on the Home Screen
Click Client Center
From the green menu, click ADD CLIENT
Fill in the fields – you can save your Client with as little as First Name, Last Name.
If you want to give your client access to our Client Access Site (more later), then ensure you have an address entered, and tick beside upon significant updates
When you’re done, click Save
Now you can add your listing – click ADD LISTING
Enter the MLS number and click RetrIeve from MLS
Nuance will populate the fields from data pulled from your Real Estate Board
If there’s no MLS number, you have to manually enter all fields – make sure you only put one PID number (9 digits), and only numbers in the Listing Price field
Click ADD
Now you can Add Documents - see pages 5 and 6
Page 3

4. PURCHASES (your buyer)
When you’re working with a Buyer, you will follow these steps. If another REALTOR sells your listing, then please see the next page.
If you are working with an existing Client, please don’t add a new client – go to the Client Center, select your client, and click ADD PURCHASE. If this is a brand new client, you must add them first.
Start on the Home Screen
Click Client Center
From the green menu, click ADD CLIENT
Fill in the fields – you can save your Client with as little as First Name, Last Name.
If you want to give your client access to our Client Access Site (more later), then ensure you have an address entered, and tick beside upon significant updates
When you’re done, click Save.
Now you can add their Purchase - click ADD PURCHASE
Enter the MLS number and click RetrIeve from MLS
Nuance will populate the fields from data pulled from your Real Estate Board
If there’s no MLS number, you have to manually enter all fields – make sure you only put one PID number (9 digits).
Click ADD
Now you can Add Documents - see page 5
Page 4

5. PURCHASES (your Seller)
First, you need to see if your Listing is already in your Property list. Click on Property Center, and see if the address is listed. If not, please add your Listing – see page 2.
If your listing is in the list, here’s the steps to add a dealsheet.
From the Property Center, click on the address of the property
It will open to Documents – you can add these now, or add them later – for steps to add documents, please see pages 6 and 7.
Click on DEALSHEETS in the green menu
Click
That’s all there is to it – now you just complete your dealsheet. See page 6 for help.
Page 5

6. DOUBLE ENDERS
When you double end your listing, you need to add the purchaser as a client. If you have no agency with the purchaser, you can just add a dealsheet to your listing as you would normally.
Go to Client Center
From the green menu, click ADD CLIENT
Add client info
When you’re done, click Save.
Now you can add their Purchase - click ADD PURCHASE
Enter the MLS number and click RetrIeve from MLS
Click ADD once the fields have been populated
Nuance will recognize that it’s your listing and will copy the dealsheet to the listing side
Now you can Add Documents - see page 5
Please Note: If you are giving your clients access thru our Client portal, please ensure you keep your documents separate. IE: file Purchasers FINTRAC with the purchase, Seller’s with the listing, etc.
Page 6

7. ADDING DOCUMENTS (from your harddrive)
It’s best to have your documents separated, ie: Contract of Purchase and Sale, FINTRAC, WWR, etc. all saved individually. If you are scanning them in packages, please ensure you keep any documents not required by the lawyer separate. Documents only need to be scanned at 72 dpi, or a low resolution. This will help with ing your documents to your office, client, etc.
Go to Property Center
Find your Listing or Purchase in your property list and click on the address
Your property will open to the Documents page – click
Select the Category and Type
Browse your harddrive for the document you want to file
If desired, add a Description (optional)
Answer Yes or No to if you want the document in your DEALkit (documents required by your office)
Click Save
Follow these steps for all documents
If you are having trouble filing documents this way, please see the next page for filing from your REALTYnuance Inbox
Page 7

8. ADDING DOCUMENTS (from your REALTYnuance Inbox)
your documents straight from your office / home scanner direct to your REALTYnuance address (usually If you need to confirm this, you can us at or click on Inbox, then (beside drop down arrow to right of the screen) and the top line will say Configuration of… and your address will be displayed next.
Once you’ve ed your documents to your RN address, click on the Inbox and second icon to get new mail
When you see your in the list, click on the Subject Line to open the (DO NOT CLICK ON ATTACHMENT ICON)
To the right of your attachment, click on to open file menu
Select Client, Property, Category, Type and Yes or No to DEALkit. If you can’t find the Client or Property, try selecting All below the field.
Click you’ll get a pop up that asks “Are you Sure you want to file this document”, click Yes, and you’re done.
To double check that your document filed, click on Docs Link once your document files. This will take you to the documents for that particular property.
Follow these steps for all documents you need to file
Page 8

9. CREATING (OR OPENING) A DEALSHEET
YOUR LISTING:
From the Property Center, click on the address of the property
Click on DEALSHEETS in the green menu
Click
YOUR PURCHASE: (follow steps on page 3 to add a Purchase if you haven`t already)
Click on DEALSHEETS
If you entered the purchase via Retrieve from MLS, click on either the Buyers Name or Seller`s name to open the dealsheet that has been started
If you entered the purchase manually, click to start a new dealsheet
Page 9

10. COMPLETING A DEALSHEET
Contract Date – mandatory field – click on the calendar icon or use the drop downs
Tranqulity – mandatory for Re/Max agents
Business Source – mandatory for some companies
Listing Agent:
If this is your listing, your name and contact number should be displayed here
If this is your purchase, and you used the Retrieve from MLS field, RN should have populated this field.
If there’s no info in this field, you can either use the Search field to find the Listing Agent dynamically, or type their last name over Type Surname Here and select from the RN database. If using Search, enter first name, last name and once the name is displayed, click on it to populate the dealsheet
Selling Agent:
If this is your purchase, your name and contact number should be displayed here
If this is your listing, then you can either use the Search field to find the Selling Agent dynamically, or type their last name over Type Surname Here and select from the RN database. If using Search, enter first name, last name and once the name is displayed, click on it to populate the dealsheet
Seller:
If this is your Listing, your Seller’s information will be pulled from their profile
If this is your Purchase (entered via Retrieve from MLS), the Seller’s name should be pulled from the Board if available, otherwise, just enter as much information as you have.
Page 10

11. COMPLETING A DEALSHEET, page 2
Buyer:
If this is your Listing, manually enter the Buyer’s name(s)
If this is your Purchase the Buyer’s name will have pulled from their profile.
FINTRAC Identity Check – these fields are NOT mandatory
Enter all fields, and click on
You can add another entry by following the same steps.
FINTRAC Business Relationship – MANDATORY for all agents
FINTRAC Suspicious Transaction Report – MANDATORY for Selling Agents
Selling Price – enter just numbers, no commas or $ signs. You can enter cents if necessary
Deposit – same format as above
Additional Deposit – same format
Final Subject Removal Date – this is the date of the LAST subject. If no subjects, please use Contract Date here
Completion, Possession and Adjustment Dates – please use the drop down menus, or the calendar icon to enter. Please ensure you have the correct year. Properties in Firm Status will move to Inactive automatically 14 days after the Possession Date.
Page 11

12. COMPLETING A DEALSHEET, page 3
Subject To:
Hold down CTRL and select ALL subject clauses that have the same date
Enter date subjects are to be removed
Click
If needed, add additional subjects that have different dates
To Change Subject Dates: Delete subjects by clicking in box to right of subjects and hitting then re- add the subjects.
Seller and Buyer’s Law Firm:
Start typing the Law Firm name in the <Type Surname Here> field and select the lawyer from the drop down list.
** changing soon ** Currently you can add a lawyer or notary if not found in the drop down list. To do this click Add Lawyer or Add Notary and completing the form and hitting Add.
Commission Breakdown – your Listing (you need to fill in Gross Commission):
Percentage: In the Gross Listing Commission percentage field’s enter the full commission from your Listing Contract: ie: if 7/2.5, 46/54, then you would enter 7 in the % of 1st 100K, and 2.5 in the % of Balance, no % characters please.
Enter the Net Selling Commission (ie: in the % of 1st $100K, 1.15 in % of balance)
Net Listing Commission should fill in automatically based on the above two amounts
Your Listing Commission should flow to breakdown section and be displayed to the right of your name
Page 12

13. COMPLETING A DEALSHEET, page 4
Commission Breakdown – Your Listing (con’t)
e. Flat Fee: Enter the Net Selling & Net Listing Commission to the fields to the far right – ignore the percentage fields completely. Gross Listing Commission should calculate based on these two fields
f. Your Listing Commission should flow to breakdown section and be displayed to the right of your name
Commission Breakdown – your Purchase (you only need to enter Net Selling Commission)
Percentage: if property was entered via Retrieve from MLS, the commission percentage fields should be auto-populated (in most cases)
If the commission did not auto-populate, then enter the Net Selling Commission (ie: in the % of 1st $100K, 1.15 in % of balance) in the percentage fields.
Flat Fee: Enter the Net Selling Commission to the field to the far right – ignore the percentage fields completely.
Commission Breakdown – Agent Commission section:
Your commission should have auto-populated beside your name. If your name does not display, then click Agent for Referral (your office), and type your last name, select yourself from the drop down, tab to % or Amount and enter 100 , tab to Side, ensure it`s the correct side, then click Add
Referral: Use Search Agent for Referral, or type last name of agent in field, select agent, add percentage (no symbol), select Side, then click Add.
Select Status and click Save – Save Draft status will NOT go to your Office Admin, so use this if you have further changes.
Page 13

14. EDITING A DEALSHEET (Adding a lawyer, removing Subjects, etc.)
To access an existing dealsheet, go to Property Center and click on the address of the property
Click to Dealsheets from the green menu
Click on Seller’s Name, Buyer’s Name or the Completion Date to open the dealsheet
To edit Agent Information:
click on Edit Agent Info, located below Selling Agent fields
Use Search to add new agent, or change existing, or start typing Agent’s Last Name in field
Go to bottom and click SAVE
To edit Lawyer Information:
click Edit Lawyer Info, located below Seller’s Lawyer field
Start typing Law Firm name in the field. If lawyer is NOT in the database, click Add Lawyer / Add Notary to add them to the Nuance database. ONLY do this if you can’t first find by typing their name in the provided field
To remove Subjects and change dealsheet status:
Click Yes beside each subject
Scroll to bottom of page and change Status to Firm and click SAVE
Collapsed deals:
Change status to Collapsed and click SAVE
If it’s a Purchase, also, go to Purchase Details from green menu and change Status to Collapsed and Display Status to Inactive
Page 14

15. SENDING A DEALkit (via dealsheet)
After you click Save your dealsheet, you should get the following message:
Click OK to send your filed documents to your office administrator
You should then get the following screen that will be auto-populated with your admin’s address and the address of your property:
Ensure all documents are there, and ticked, add a message if you’d like. Click Next
An dialogue box will open. Click Send to send your DEALkit
Your documents will now be labelled as being Sent in the document section of your property.
Page 15

16. SENDING A DEALkit (via Document Center)
There is another way of having the Sent flag raised for your documents.
To get to your documents, first click on Property, or Property Center from Home Page
Click on the address of the property you’re working on.
It will open to your Documents that are filed to the property
To send your documents to Admin (and have them flagged as Sent), follow these steps:
Tick the documents you want to send
Click / Fax at bottom of page
An dialogue box will open,
click Search to the right of the To field
Select your Admin from the list
Click Send (2nd icon or at bottom)
Page 16

17. CO-OPERATING REALTORS
You can share your documents with co-operating REALTORS:
When entering your Listing or Purchase, click on Search from the Details page (from beside Co-op Agent field) and type in First Name / Last Name (Co-op Access is ONLY available for FVREB, REBGV, Chilliwack, VREB and BC Northern)
Click on the agent’s name from the results list
Save your details at bottom of page
The Co-op REALTOR will receive login instructions to a separate website (crc.realtynuance.com), with a confirmation to you that doesn’t include their login.
When filing your documents, click if you want to share them with the Co-op REALTOR
The Co-op REALTOR is able to view any documents that you share with them from our Co-op Member site (similar to Client access).
Page 17

18. CLIENT ACCESS
You can give your clients access to our Client Portal, where they can view their Showings and Documents related to each of their properties. Here’s how:
When you enter your Client, add their address
They will receive an with their login ID and password and URL
The URL is – shown
They have access to showings and documents
They can also change their login password
When you enter a listing, they will receive a new listing
They will also receive s advising of closing dates
Page 18

19. SHOWINGS LOG
RN has a Showings Log that you can use to track your showings and share with your clients:
Open Showings Log
Select the property you are adding the showing to
Click
Enter Date and Time
Use Search or type the last name in the surname field to select the showing agent
You can select Manual entry if the agent is not in the system
Send s:
Send Automatically: An will go out asking for feedback 8 hours after the showing.
Manual Send tick Manual and click Send to send an to the showing agent manually
When the showing feedback comes in, just copy and paste to Showing Feedback field.
If you have given your client access, they will see the feedback on the client site, but not the agent’s name giving the feedback.
From your list of showings, you can select multiple showings to send an to all, to advise of a price change, impending office, etc.
Page 19

20. RN TIPS AND TRICKS
How you can keep everything together, in one location:
Screen grabs of texts ed to RN
Print s to PDF & file
Make your Board your RN address
Link your Touchbase & Supra to RN
Use RN as your outgoing
Easily change your password when going on vacation, and give access to your covering agent
ing Clients:
A quick way to clients from RN is to double click on their contact info on the top right of the property file.  Please remember you must have an address in the client profile first.
To add an address, go to Clients, click on the client's name, select from a drop down list (if you don't see it there already), enter the address and hit Save.
Adding a New Listing with Old MLS number:
You can populate your new listing using the old MLS number to save you some input.  Just add the old number in the MLS field, retrieve from MLS, and ensure you change the expiry date.  You can also do this in WebForms.
Page 20

21. RN TIPS AND TRICKS (Con’t – page 2)
PDF printing & manipulation
or can use freeware to easily print to PDF.  If you need to separate documents for filing, or if you want to file documentation to a client or property, try CutePDF (free PDF writer).
e.g. print pages 1-5 and save to pdf as PCDS, page 6- 7 print to PDF and save as WWAR
Dealsheet Report
A report of EVERY field from your dealsheets
Go to Reports, select All Clients, then Dealsheet Transaction Report
Enter a date range and click Search
Once the report populates, click Download Spreadsheet and Save to use & manipulate in Excel
Filing from Inbox
Save time filing from the Inbox
select the property first from the dropdown, the client will automatically populate
Editing Client Docs
At this time, client docs must be edited in the Client profile
Go to Client Center, select Client, click to Client Docs, tick beside the document you want to edit, then click Edit from green menu
Page 21

22. RN TIPS AND TRICKS (Con’t – page 3)
Filing from Safari, Chrome and Firefox
Did you know you could drag and drop documents?
From your document center, select Category, Type and then drag document beside Browse
Click DEALkit Yes or No, then Save
Page 22