HomeQuest

Tyler on Tuesday, June 23, 2009

You can save a Market Analyzer report for later reference for yourself, or you can also save a Market Analyzer report right into a clients Looking Glass for them.  That way your client is able to open that report at any time to get the latest information on the active and sold homes in the areas you chose.  Clients cannot run their own Market Analyzer reports, and they cannot change a report that you have created for them, only the agent has these options.  Also, whenever the “View” button is clicked for a report, you are not seeing the report that was saved with old data, you are running a new report with all of the latest numbers.  The Market Analyzer data is updated each month with the data from the previous month.

Saving a Market Analyzer Report into a clients Looking Glass:

Step 1: In HomeQuest, find the contact that you wish to save a Market Analyzer report for, and click the blue magnifying glass icon to enter the Client Looking Glass.

Step 2: Click the “Market Analyzer” tab, and select the “Pick” tool by clicking on the hand next to the word Pick.  Using the pick tool, click on the names of the neighborhoods or areas that you would like to be included in this report.

Step 3: The areas that you select will be listed on the left hand side.   You can click the “x” next to a neighborhood or area to remove it from the list.  When you have selected all of your areas, click the green “View” button to start creating this report on the right hand side.

Step 4: You can change the options at the top of the report to modify the information it contains.  If you change any options, make sure to click the “Refresh” button to reload the graphs with your newly selected informaiton.  Click “Save As” when you are ready to save this report.

Step 5: Choose a memorable name for your report.  If you would like this to be visible to the client, check the “Display to Client” checkbox.  Click “Save” to finish.

Step 6: The report that you just saved is now located on the left hand side under Market Analyzer.  Click the green “View” button next to the report to view that report.

Step 7: (CLIENT VIEW) When your clients next access their Looking Glass (via a link in their email), the “Market Analyzer” section of the menu will now be available.  Click the green “View” button next to the report to load the data.  Your clients can now see the report that you created for them.  It will always be available in their Looking Glass for future reference.