Classic - AgentConnect — My Flyers: Listing Search

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Overview

The My Flyers section contains three tabs:

• Static Flyers

• Manual Listings

• Shared Listings

The Manual Listings tab of My Flyers allows you to produce co-branded flyers that are fun and easy to create. You can select from several flyer options and choose the colors for the flyer that work to suit your Partner and your branding needs. The flyers are saved as PDFs you can share with your real estate Partners.

Flyers

The flyers contain information about the following:

• Property

• Real estate agent

• Loan officer

• Available loan programs

The pricing shown on the flyers comes directly from your pricing engine integration.

Open

How to Create a Flyer

1. Click My Flyers.

2. Click Manual Listings.
   
   

    

3. Create a new listing by clicking the:

   • A blank listing with the + symbol
     OR

   • Orange + button in the menu above the listings
     
     

      

4. Select a template and color palette when the New Manual Flyer/Select flyer template popup window opens.

5. Click Next.
   
   

    

6. The New Manual Flyer/Choose Builder Mode popup window opens. It has two options:

   • Listing Search: This allows you to build your flyer using real-time listing data.

   • Manual: This allows you to create a flyer manually.

7. Select Listing Search.
   
   

    

8. Enter the realtor’s name in the Realtor Name search field.
   
   

    

9. Click the realtor’s name to select from the drop-down results.
   
   

    

10. The selected agent’s active listing will appear. Select the listing for which you would like to create a flyer.
    
    

     

11. Click Select if you have the correct listing.

    1. To choose a different listing, click Clear to return to the previous window.
       
       

        

12. The New Manual Flyer/Set your parameters popup window opens. Click Next if the correct agent’s name is in the window.
    
    

     

13. Click Save & Continue if the realtor information displayed is correct.

    1. Any necessary edits can be made on this screen.
       
       

        

14. Click Next if the property information displayed is correct.

    1. Any necessary edits can be made on this screen.
       
       

        

15. Click Next if the MLS, school information, and property type displayed are correct.

    1. Any necessary edits can be made on this screen.
       
       

        

16. Click Next if the list price and property details displayed are correct.

    1. Any necessary edits can be made on this screen.
       
       

        

17. Click Next if the Property Overview information displayed is correct.

    1. Any necessary edits can be made on this screen.
       
       

        

18. The New Manual Flyer/Upload Pictures popup window opens displaying the pictures that will appear on the flyer and landing page.

    1. The first picture will be the cover image displayed in your flyer section.

    2. Drag and drop the pictures in the order you want to display them.

    3. You can delete any photos that you do not want to display.

19. Click Next.
    
    

     

20. The Set Loan Program Order popup window opens.
    
    

     

21. Add any Discount Points to be applied to all loan programs displayed.
    
    

     

22. Drag and drop the loan programs into the order you would like them to display.
    
    

     

23. Click Preview to see how the pricing will display on the flyer, including any discount points if applicable.
    
    

     

24. The Edit Pricing/Preview of Loan Programs popup window opens. Click Close to close the window.
    
    

     

25. Click View Details to see the best offer for that specific loan program and the two closest programs.
    
    

     

     

26. Click Save to save the listing. A notification appears in the top right of the screen to confirm the success.

How to Edit an Existing Flyer

1. Click the three dots in the top right of the listing you would like to edit.

2. Click Edit.
   
   

    

3. The Edit Manual Flyer popup window opens. Make the desired changes in the Manual Flyer popup windows as you click Next to move through them.
   
   

    

4. Click Save to save your changes.

How to Print a Flyer

1. Hover over the flyer you would like to print.

2. Click Print Flyer when it appears over the greyed-out listing.
   
   

    

3. When the Print Flyer popup window opens, select the Loan Officer.

4. Click Print. The system will generate a printable PDF.
   
   

    

5. Click the hyperlinked address of the property to open the flyer.
   
   

    

6. View the flyer.