1. Welcome to REALTYnuance Training
Please go to

2. Please enter your Username and Password (from welcome email)

3. This is the Home page
You can access the Home Page by clicking on Home from anywhere on the site.

4. Let’s start with changing your password and signature – click on Marketing, then Realtor Profile
This is your signature – please update to how you’d like it to appear in your s
This is where you can upload a pic for our client site
This is where you can change your password
This is the that all RN s will be redirected to

5. Let’s go back to the Home Page
Click Home from top menu bar

6. Getting around in REALTYnuance
Client Center is where all your active and inactive clients are stored
Property Center is where all your active and inactive listings and sales are stored
Member Inbox is your RN mailbox - you can track your Sent Items thru here
Showings Log is where you are able to track your showings. Your client can be given access to these showings so they can view feedback whenever they choose
Help is our online help site where you can find answers to most of your questions
You can us thru Can We Help? or by using the top contact us link

7. Now we’re going to look at your Client Center – click on Clients, or Client Center
These are all your clients that have been entered via our nightly batch imports of new listings from the Board – to see what Properties are assigned to their profile, you can click View Properties
Here you can also add new clients.
If your client is in the list, please click on them. If not, please click Add Client.

8. Enter a client (if your client is not already in the list)
Enter a client (if your client is not already in the list). If your client is in the list, this form will be filled in already
You can enter a client with as little as first name and last name. You should however, enter as much information as possible as this will help your conveyancer
If you choose to give your client access to view their documents and showings log, you need to enter their address and tick off Tracking Options – upon significant updates
If your client was already in the list, this is how you will update their profile to include contact information.
Click Save once you have entered all details you have.

9. Let’s file a document to a Client
There are certain documents you may want to file to a client. Every time that client does a transaction, these documents will follow them, making it unnecessary to refile to a specific property.
From the Client Profile, click CLIENT DOCS
Once the documents open, click ADD

10. Filing to a client… con’t
Click on the down arrow to select Document Type
Browse your harddrive to find the document
Depending on browser, you can drag the file over – just do a split screen and drag to Add Document field – otherwise, just select the doc.
Add to DEALkit if you want the doc to go to your office, click SAVE

11. Now we’re going to add a property to your client, or access a listing that is already in your Property Center
To add a property, click Add Listing or Add Purchase depending on which you’re entering.
To see what properties are already assigned to this client, click View Properties. Click on the property address to open.

12. Entering a Listing or a Purchase using an MLS number
Enter MLS # and click Retrieve from MLS – property details will auto-populate, then click ADD

13. Now we can add Documents – there’s 2 ways of doing this – we’ll start from your computer
Click DOCUMENTS
Client documents display first
Click ADD to add documents from your harddrive

14. Adding Documents from your Harddrive (con’t)
Select Category (Purchases will default to Purchase
Select Document Type
Click Browse to access your harddrive
Optional – Add a Description
Add to DEALkit – if it’s something you are sending to your office, click Yes
Click SAVE

15. Now let’s add all documents for your transaction
Go thru the same process till all documents are added

16. Let’s try adding Documents thru your RN Inbox
documents to
Click on Inbox from Home page to open Inbox
Click second icon to import new messages
Click subject line to open message

17. Adding Documents thru your RN Inbox, con’t
Click to open filing menu
Select Property, Client will populate automatically
Select Category
Select Type
Select Yes for DEALkit (if applicable)
Click FILE
Once all docs are filed, click Docs Link to take you directly to the documents page

18. Now we’re ready to Add a Dealsheet
When clicking Docs Link from the Inbox, or after filing your documents from your harddrive, this is what you will see
Now, select Dealsheets
When adding a Purchase via MLS Number, you will see the dealsheet that has been automatically started – click either the Seller’s name, or the Buyers name
When adding a dealsheet to your Listing, you would click ADD to start a new dealsheet
Purchase
Listing

19. This is a Purchase dealsheet that has been started via Retrieve from MLS
As you can see, the purchase dealsheet includes the Listing Agent info, as well as the Seller info
You should be showing as the Selling Agent
Your Buyer’s info will flow thru to the dealsheet

20. This is a new Listing Dealsheet created by clicking on ADD
You should be showing as the Listing Agent
Your Seller’s info will flow thru to the dealsheet
You will need to enter the Selling Agent and Buyer information

21. Completing the Dealsheet (let’s start with a Listing Dealsheet)
Contract Date is mandatory – click on the calendar icon to select a date
Business Source is mandatory – select from drop down list
Click on Search to search the Board for Selling Agent – enter first name / last name and click SEARCH
Click on the correct agent in the list to populate the dealsheet
You can also start typing the last name of the Selling agent to populate from the RN database

22. Continuing the Dealsheet…
Either way, you should end up with this

23. Continuing the Dealsheet… Buyer info
Enter the Buyers name and as much information as you have – remember, this is the information that is sent to your office
If you have selected Yes to RankMyAgent, make sure to enter an address to your client
Don’t worry about the FINTRAC Identity Check

24. Continuing the Dealsheet… FINTRAC & Price / Dates
FINTRAC Business Relationship – Mandatory
FINTRAC Suspicious Transaction Report – Mandatory for Buyers Agents only
Price – enter purchase price with no commas
If it’s GST Applicable, click Yes
If GST is included, click Yes – a Commissionable price will display
Enter Deposit and Deposit Due Date – you will receive a reminder 2 days before
Enter Final Subject removal date – if firm, use contract date
Enter Completion, Possession & Adjustment Dates – use Calendar Icon

25. Continuing the Dealsheet… Subjects
Select the first subject, then hold down Ctrl and select the balance of subjects (for same date)
Enter date in Select Date – then click Add (to the right)
Subjects will be displayed below
If you need to delete a subject, tick to the right in the box, and click Delete above
If you have additional subject(s) with different date, enter separately with the correct date and click Add

26. Continuing the Dealsheet… Lawyers
Start typing the Firm Name in the blank field to the right of the Law Firm fields
Select the lawyer from the drop down menu
If the law firm is NOT in the list, try by Lawyers First Name
If still not in the list, click Add Lawyer, or Add Notary
I’m not going into this as it’s an option that will be unavailable soon 

27. Continuing the Dealsheet… Commissions
Listing Dealsheet Commission
If a Percentage:
enter % amounts for Gross Listing Commission and Net Selling Commission
Net Listing Commission will calculate automatically
If a Flat Fee:
Enter Gross Listing Commission in far right field
Enter Selling Commission, either as percentage or flat fee
Listing Commission will calculate automatically
Selling Dealsheet Commission
Only add Net Selling Commission – if entered via MLS number, commission percentage should be displayed

28. Continuing the Dealsheet… Commissions (2)
You will see your name, with 100% of whichever end you’re working on
If there is a referral, start typing last name, or use the Select Agent field
Select from Drop down or list
Enter amount of referral – if percentage, enter the amount, ensure correct Side is selected
Click Add – amount will be calculated automatically

29. Continuing the Dealsheet… Status and sending DEALkit
Add Comments if needed (perhaps client referrals, etc.
Select appropriate Status (Save Draft does NOT flow thru to your office system
Click SAVE
You should get the following message – Click OK to send DEALkit, Cancel to save your dealsheet and continue on without sending to your office

30. And finally… we’re going to Send the DEALkit to your Conveyancer
You will see this screen – ensure all docs are in the list
Click Next to send to your office
Now you will see below dialogue box – click SEND
You’re done!

31. Now we’re going to add extra documents and edit a Dealsheet
So, you’ve removed Subjects – what now?
Start at your Property Center
Click on the address
Add your Subject removal and any other documents you now have to the Documents page
Notice how your other docs say Yes under Sent column? That’s because you already sent those documents to Conveyancing – it’s a quick way to double check your work

32. Editing a Dealsheet… continued
Click on DEAL SHEETS from the Documents menu
Click Seller, Buyer or Completion to open your existing dealsheet
I’m assuming you are removing subjects and adding lawyers, so go to that section of the dealsheet
Click Edit Lawyer Info to add a lawyer
You are now able to type the law firm name to populate the lawyer field
Tick Yes beside the subjects to show they are removed

33. Let’s save our changes – always SAVE your changes!!
Select Status at the bottom and click SAVE
Click OK to send to your office

34. Now it’s time to send the revised Dealsheet to Conveyancing
You get this window again
Notice how only the Deposit Cheque and Subject Removal are checked
Click NEXT
Then click SEND from the dialogue box

35. And we’re back to Documents
Once you hit SEND, you are taken back to the Documents for that property
Note that all documents now show as Sent – that means everything has gone to your Conveyancer

36. We also have a Showings Log
From the Home Page, click on Showings Log
It will display a list of your Active properties
Select the property you want to add the showing to

37. Entering a Showing Click ADD to add a new showing
Enter information and click ADD
Showings are displayed in the showings log for that property
If you enter the showing prior to the date, and select Send Automatically, 8 hours after their showing, the agent will receive a request for feedback

38. Working with Showings
To enter feedback, copy the feedback from your message (Ctrl C), go to Showings Log – Address – click on the showing you’re entering feedback to, click inside the Feedback box, and click Ctrl V
Once you have entered showings, you can all agents easily – just tick everyone you want to , and click

39. Client Access As mentioned before, you can give your client access.
Ensure you have an address entered, and upon significant updates is checked.
If you did this initially, your client will receive a welcome
If the client came in thru our nightly batch import, then you will have to edit their profile
To access the profile, click Client Center and select the client
Add the information, and click SAVE
To send their welcome , click RESEND
Their login information is the Login ID and Logon Password

40. Your Pic here What your Client Sees
The website address is
They can view any showings, as well as any documents for ALL their transactions
Your
Pic
here

41. Troubleshooting
If you get this error from your dealsheet, check your commissions! It usually happens when a flat fee commission is entered to the percentage fields, rather than the far right fields
If you get it when using Search, or Select Agent, please me with the agent’s name. Sometimes the system gets confused when an agent is in our database more than once, without Board ID’s

42. Help Center
Click Help from REALTYnuance to get to our help site. There’s lots of resources that you will hopefully find helpful! 

43. Need more help?
Support line: ext. 208 Or We’re always happy to help!