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

2. 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

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

4. 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

5. 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

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

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

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

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

10. 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

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

12. 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

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

14. 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

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

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

17. Upstream UI Features
Quick menu
Change price

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

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

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

21. 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