1. How to Use the Prospecting Function through MLS

2. Before you begin, click on the Search tab
1. Do a generic property search
2. Then Click “ More” at bottom
3. Fine tune your search
4. Click “Save” on the right side
5. Name your search
6. Save as “Save New” or “Update”

3. 7. Click on Prospects Tab first, then click New Prospect
8. Fill out all information that is available
(more information is better)
Address (Most important)
Call Back – if you want a reminder (date)
Expire After – 6 month is best
Notification – Max Frequency
First Meeting - When met (date)
Type - Buyer or Seller
Status – Active or Inactive
Reverse Prospecting – You choice to enable or disable
Alias – Optional
9. Click Save Changes

4. 10. Click on Saved Searches Tab - Click down arrow on “Add a Search..”
- Select a search and click “Add”
- Customize to fit your clients needs
Available to Prospect – Yes
Recipients
Report
Do not send notification – Choose which
to send to client, if any.
Custom Subject
Custom Message
11. Click Save Changes

5. YOU ARE DONE! 12. Click on Notes Tab Notes: This is for your eyes only
Client cannot see this space
Put information on where and how you met client
Put personal info if needed
Record contact dates, etc.
13. Click Save Changes
Ann is looking to buy in the next month or so. I need to keep in touch.
14. Last click on the Mail Log tab
Here, shows when and what was sent on your behalf to the client.
15. Finally, click Save and Close
YOU ARE DONE!