Tech Tip – Are your clients receiving their Auto Hotsheets? Check your pending invitations.

When adding a client to your address book – whether this is done in the address book directly, or when creating an auto hotsheet – the system prompts you to send an invitation to the client. This invitation asks the client to create their own client account on UtahRealEstate.com, and confirm a connection with you. Here is an example of the invitation email that is sent to a client:

As soon as you add a client to your address book and send an invitation, you can send your client property lists using Send Selections. However, the Auto Hotsheets are not sent until the client accepts the invitation and creates a client account on UtahRealEstate.

This can cause some confusion. This is because, while Auto Hotsheets are not sent to clients until they accept the invitation, a copy of the Auto Hotsheet emails are sent to the agent right away (from the very first time the auto hotsheet is set to run). Thus, it can seem like your clients are receiving a copy of the hotsheets when they are not. So, how can you be sure that your clients are receiving a copy of their Auto Hotsheets?

You can check the status of all of your invitations all in one place, on the Connections page. To access your connections page, click on My Profile, in the blue bar at the top of UtahRealEstate, then click on Connections.

Here you will find two sections. Under Connection, these are the clients with whom you have a confirmed connection. These clients will be sent the Auto Hotsheet emails, and you can click on their name in here to view the property lists that you have sent, as well as any favorites that your client has added.

Under Sent Invitations are the clients to whom you have sent an invitation, but who have not yet accepted the invitation or confirmed their connection with you. These clients will not be sent Auto Hotsheet emails. To resend a copy of the invitation to the client, click on Resend Invite under their name.

You can also see the status of the connection in your address book. This can be easier to look at one client at a time (instead of a potentially long list). To do this, click on Clients, and then Address Book.

Find your client in the list. If it says Profile to the right of the client, then your client has a connection with you, and will receive the auto hotsheets. If it says Pending, then the client has not yet accepted the invitation. To resend the invitation, put a check next to the client, click on View Details, and then click on Resend Invitation. If it says No, then you have not sent an invitation, or the connection was removed. You will need to click on View Details and send a new invitation.

We also have a recent Tech Tip with solutions to help clients connect here: Help clients to establish a connection on UtahRealEstate.com

You can find more information and guides to UtahRealEstate.com in our Tech TipsTraining Videos, and our Help section. We also have training classes available in person and online at Praedo.com (click on Continuing Education, and look for the UTRE free classes).

If you have any questions, or suggestions for future tips, please contact our Technical Support department at support@utahrealestate.com, or by calling 1-800-236-1462, between 8am and 5:30pm, Monday through Friday. Thanks!

UAR Convention: Register by Friday to be entered in MacBook drawing

We would love for you to attend our three MLS classes at UAR Convention in sunny Saint George!

UAR Convention 2016

September 8-9, Dixie Center, St. George

If you’re planning on attending UAR Convention 2016, don’t wait to register. When you register by Friday, August 12, you will receive an additional entry in our drawing for a MacBook. We’re giving away this grand prize to one lucky trade show attendee. Increase your chances of winning by registering today.

Learn More and Register!

Tech Tip – Add a Residential listing to the Residential Lease section

We recently released an update to UtahRealEstate.com that includes a new property class on the MLS: Residential Lease. This new property class allows MLS members to advertise homes available for rent. Residential Lease can also be used when a home is available for sale, and the seller is also willing to rent the property (with or without a lease option to buy).

We have a video with an overview of the Residential Lease section here:

To enter a new Residential Lease listing, click on My Listings and then Create New ListingMake sure to select Residential Lease as the Property Class. If the property has or had a Residential listing number, you can populate the listing that information. To do this, enter the MLS number of the Residential listing next to Base on Listing #, and check the box next to Use existing tax id and address information. Then enter a name for your unfinished listing, and click on Start Listing.

This will populate the property specific information into the listing. You will need to enter the Lease Amount, Lease Duration, Deposit, any applicable HOA fee, a Listing and Expiration date, the Photo Instructions, and Compensation offered. Your remarks will need to be entered, and the photos will need to be uploaded to the listing.

Residential Lease listings have the same photo requirement as Residential listings. For homes that are built and standing, we require at least 6 photos, including at least one exterior and four interior, or the seller must sign a Photo Opt-out form (which is then sent to the MLS).

You can find more information and guides to UtahRealEstate.com in our Tech TipsTraining Videos, and our Help section. We also have training classes available in person and online at Praedo.com (click on Continuing Education, and look for the UTRE free classes).

If you have any questions, or suggestions for future tips, please contact our Technical Support department at support@utahrealestate.com, or by calling 1-800-236-1462, between 8am and 5:30pm, Monday through Friday. Thanks!

Tech Tip: Draw Tool Isn’t Showing

A few members have reported that the new MLS draw tool icon is not appearing when they bring up the “Display Map” search area. After testing and exploring the issue, we learned that some browsers are showing the old polygon icon rather than the new draw tool icon. The new draw tool looks like this:

If you see the old polygon tool instead, then you will need to clear the cache in your browser; this will resolve the issue quickly. For step-by-step instructions on how to clear your browser cache, please visit:

Clear cache in all major browsers.

Or, visit our recent Tech Tip: Browser Settings (improve your experience on the MLS)

We are always happy to help you over the phone as well. Please give us call at 801-676-5400 between 8AM and 5:30PM Monday through Friday, or email us at support@utahrealestate.com.

Map Search: New Draw Tool

Yesterday afternoon, we released an update to UtahRealEstate, upgrading the Polygon map tool with a new, easier to use Draw Tool.

With this tool, you no longer need to click individual points on the map. Instead, select the tool, then click and hold the mouse button while drawing on the map. Release the button to complete the selected area.

You can draw multiple areas on a map – a big advantage over the old polygon tool. If you wish to clear the map and start over, click on the map tool with the red X, which will clear the map without clearing the other search criteria. Also, as the new draw tool can draw any shape on the map, we have eliminated the rectangle tool. 

We also have a video that shows the basics of this new map tool. Note that the icon was changed to the pencil icon shown above: Map Search – Multi-Polygon Tool

You can find more information and guides to UtahRealEstate.com in our Tech TipsTraining Videos, and our Help section. We also have training classes available in person and online at Praedo.com (click on Continuing Education, and look for the UTRE free classes).

If you have any questions, or suggestions for future tips, please contact our Technical Support department at support@utahrealestate.com, or by calling 1-800-236-1462, between 8am and 5:30pm, Monday through Friday. Thanks!