Creating a Buyers Tour

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Creating a Buyers Tour Enhanced Toolkit Buyers Tour “Search”

are you building your referral

business?

Creating Buyers Tour Select LOGIN

Enter your user name and password. If you are on a company machine make sure you uncheck “KEEP ME LOGGED IN” – Select Login

From the Dashboard Select TOOLKIT CMA 1

Chat Support is available 9-6 weekdays under Help is the 800 # and email.

You are logged into Toolkit CMA Program Dashboard Under Preferences you can modify your profile information and your photograph. Also under Preferences you can edit the pictures that display on the covers of the various presentations. You can Retrieve Created Presentations to view and print or to edit. 2

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The Buyer’s Tour boxes checked will deliver a nice presentation without duplication of pages – once you select CLICK SET AS DEFAULT, NEXT Complete Buyers Information & NEXT

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Select Your Property Type, single family, condominiums and multi-family only. Select Get Listings from MLS 5

Login with your MLS IN PIN User ID Note - The ENHANCED Download is not available for Cape MLS Select CONTINUE

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The easiest way to get your data is to SEARCH MLS PIN first and bring in the MLS #’s Create a standard search criteria Rooms, bedrooms, baths, etc. Enter price range Select towns Enter any other criteria and SEARCH

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Select the listings you want in your presentation

Note: You will not be sending the email it is just a shortcut to get the listings #’s

Click on EMAIL, when email window opens you see the listing ID’s displayed, Right-Click Copy the #’s (you will then paste them into Toolkit CMA saving time of having to write them down and then type them in).

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Go back into Toolkit and Right-Click Paste the listing #’s into box – CLICK GET LISTINGS 6

Let the files download

8 Place check marks in the listings NEXT

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Use the arrows to move up and down.

Put the listings in the order you are going to show them then your presentation reads like a book. NEXT 7

SAVE your presentation.

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Name your presentation, if you are updating and existing choose Overwrite.

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Complete the DESIRED HOME PROFILE, this plays an important part of the presentation. NEXT Select Create Presentation - OK 8

Links in Blue are live if you need to make any changes to the presentation. 13 15

Once presentation is created it displays as a PDF on-screen

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Save the PDF to your Buyers File or your Desktop 9

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Printing the Presentation

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Office Konica Minolta

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Printing the Presentation Office Konica Minolta

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Printing the Presentation

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Office Lexmark X736de

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Printing the Presentation 2

Office Lexmark X736de

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To PRINT IN COLOR uncheck print black and white, the printer will revert back to B&W when finished

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Create your Toolkit Presentation right on your iPad or tablet device…

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